2020 spring conference & annual business meeting12:30 p.m. to 1:15 p.m. lunch (sponsored by...

Wisconsin

May 6 – May 8, 2020

Kalahari Resort & Convention Center, Wisconsin Dells, Wisconsin

2020 SPRING CONFERENCE & ANNUAL BUSINESS MEETING

2BROCHURE TEMPLATE

www.ziegler.com

AARON SCHROEDERSenior Vice [email protected] 978 6407

WILL CARNEYManaging [email protected] 208 2463

Investment Banking

Financial Risk Management

Dispositions, Mergers & Acquisitions

Sponsorship Transitions

ZIEGLERSENIOR LIVING FINANCE

Seed Capital

FHA/HUD Mortgage Banking

Capital & Strategic Planning

Research, Education & Thought Leadership

Investment banking services o�ered through B.C. Ziegler and Company. FHA mortgage banking services are provided through Ziegler Financing Corporation, which is not a registered broker/dealer. Ziegler Financing Corporation and B.C. Ziegler and Company are a�liated and referral fees may be paid by either entity for services provided.©2020 B.C. Ziegler and Company | Member SIPC & FINRA

WisconsinPROUD SPONSOR:

mailto:[email protected]


TOGETHER LEADINGAGE WISCONSIN 2020 SPRING CONFERENCE3

TOGETHER

Turn Your Passion into Possibilities

How do you provide exceptional care and services in the face of constant change? By transforming the ardor and dedication that you have today into opportunities for tomorrow. At the LeadingAge Wisconsin 2020 Spring Conference, you’ll connect with mission-driven colleagues and learn what’s working for others, hear fresh perspectives on the most relevant and timely topics in the aging services field, explore new strategies, and evolve into a stronger advocate for older adults. Join us May 6-8, 2020 at the Kalahari as, together, we explore the vast opportunities and great challenges in aging services in Wisconsin.

TOGETHER .... Register Today at https://cvent.me/Ygyg0d

May 6-8, 2020Kalahari Resort & Convention Center1305 Kalahari DriveWisconsin Dells, WI 53965

This conference continues our commitment to high quality education that serves the interests and needs of all aging service providers -- long-term care, assisted living, senior housing, and community service programs.

Registration & Fees

To register for the LeadingAge Wisconsin 2020 Spring Conference, complete the online registration form at: https://cvent.me/Ygyg0d

LeadingAge Wisconsin Members/Subscribers May 6 only * $ 20 per personMay 7-8 $275 per personMay 7 only $200 per personMay 8 only $125 per person

Non-Members of LeadingAge WisconsinMay 6 only * $ 40 per personMay 7-8 $300 per personMay 7 only $225 per personMay 8 only $150 per person

*Only if the registrant will be attending any of the pre-conference workshops (PC1, PC2, PC3, and PC4).

If you complete your online registration after April 15, 2020, you must pay a late fee, which will increase each of the above listed fees, (an in-crease of $10 per person for the pre-conference workshops and an increase of $25 per person for the conference.)

The registration fee includes the educational sessions, the welcoming reception, the evening of entertainment, access to the conference app, name badges, break refreshments, and meals listed in this program booklet.

Concurrent Educational Sessions: In order to assist us in planning for room sizes for the various concurrent educational sessions and to ensure that we have enough supportive materials and appropriate audio/visual equipment, please indicate on your registration each session you plan to attend for each breakout throughout the conference.

Refund Policy: Refunds will be made only if requested by April 29, 2020.

Continuing Education

LeadingAge Wisconsin has requested this educational program, including the pre-conference workshops and the conference sessions, be approved for up to twelve (12) hours of continuing education for nursing home administrators. Our request has been submitted (but not yet approved) to the NAB/NCERS. Call LeadingAge Wisconsin at 608-255-7060 for further information.

Continuing education credit also will be available through the following professional organizations:• NationalCertificationCouncilforActivity

Professionals• CertifyingBoardforDietaryManagers• WisconsinDieteticAssociation’sCommis-

siononDieteticRegistration•WisconsinChapteroftheNationalAssoci-

ation of Social Workers

Location

The LeadingAge Wisconsin 2020 Spring Conference & Annual Business Meeting will be held at the Kalahari Resort & Convention Center,1305KalahariDrive,WisconsinDells,WI 53965. Please direct all room reservation requests and related questions to the Kalahari directly. Overnight accommodations are available on a first-come-first-served basis.

Kalahari, 1305KalahariDrive,WisconsinDells,WI53965;Phone:608-254-5466;RoomRates: $115 single/double.

To make a room reservation, go to https://book.passkey.com/e/50029733

The LeadingAge Wisconsin discounted rates apply only until our room block is sold out and only if you make your room reservations by April 3, 2020. Reservations made after that date will be subject to availability and will be charged at the standard room rate.

What to Wear

We encourage you to dress casually for all Leading Age Wisconsin convention activities. The Kalahari does its best to provide a comfortable climateforourconference;however,everyoneresponds differently to climate-controlled environments, and sometimes it is warmer or cooler than you prefer. We hope you will take this into consideration when preparing for this conference and wear clothing that can be layered.

Online Registration

You can register for this event online:

Conference Registration: https://cvent.me/Ygyg0d

Conference Summary: https://cvent.me/NV5VZx

Online Registration Sponsored ByBaker TillyMilwaukee, WI414-778-7498

Conference Questions

If you have questions regarding the LeadingAge Wisconsin 2020 Spring Conference & Annual Business Meeting, please contact:

LeadingAge Wisconsin204 South Hamilton StreetMadison WI [email protected]

https://book.passkey.com/e/50029733

http://www.leadingagewi.org



Wednesday, May 6, 2020 8:00 a.m. to 5:00 p.m. Registration Open

9:30 a.m. to 11:30 a.m. LeadingChoice Network Annual Meeting (LeadingChoice Network members only)

9:30 a.m. to 11:30 a.m. Network Meetings There will be meetings for: Echelon, Clinical Professionals, Finance Professionals, Human Resource Professionals, Social Service Professionals, and Foodservice Professionals

11:30 a.m. to 1:15 p.m. LeadingAge Wisconsin Board of Directors Meeting

1:15 p.m. to 4:30 p.m. Pre-conference Workshops (Detailsonpages6-8)(with a 15-minute break) PC1 - Future Shock: Working Together to Prepare Wisconsin for the Coming Older Adult Boom (Sponsored by Marsh & McLennan Agency) PC2 - Keep it Together! How to Avoid the Most Common K Tags of 2020 PC3 - De-stress Yourself - Before You Wreck Yourself! PC4 - Part 1: Building a Strong Financial Future Part 2: Empowering Female Investors in 7 Easy Steps 4:30 p.m. to 5:30 p.m. I-LEAD Reception

5:00 p.m. to 8:00 p.m. Welcoming Reception (Sponsored by M3 Insurance and Wipfli)

Thursday, May 7, 2020 7:00 a.m. to 5:00 p.m. Registration Open

7:00 a.m. to 8:00 a.m. Continental Buffet

8:00 a.m. to 9:15 a.m. Conference Opening & Keynote Address (Detailsonpage9) Disruptive Innovation: The Future of Seniors Housing and Care (Sponsored by Ziegler)

9:15 a.m. to 10:00 a.m. LeadingAge Wisconsin Annual Business Meeting

10:00 a.m. to 10:15 a.m. Break (Sponsored by Wisconsin Health & Education Facilities Authority - WHEFA)

10:15 a.m. to 11:15 a.m. Five Simultaneous Breakout Sessions(Detailsonpages10-11) A01 - Language Matters: Reframing How We Think about Our Customer and Our Service A02 - Navigate Phase 3 Together, So Great Minds Think Alike! A03 - Addressing Ethical and Legal Challenges in Long-term Care Together: A Case-Based Discussion (Part 1) A04 - GCD: An Innovative Strategy for Building the Workforce A05 - Winning Workplaces of Today: Engaging Workers of All Ages 11:15 a.m. to 11:30 a.m. Break

11:30 a.m. to 12:30 p.m. Five Simultaneous Breakout Sessions (Detailsonpages12-13) B06 - Embracing Change: Strategic Leadership in Not-for-Profit Senior Living B07 - Looking into an Immediate Jeopardy: A Microscopic Review B08 - Addressing Ethical and Legal Challenges in Long-term Care Together: A Case-Based Discussion (Part 2) B09 - Keep Your Team Together B10 - Statutory Implications for CBRFs in Chapter 50 and Current Trends and Statistics

Schedule at a Glance


12:30 p.m. to 1:15 p.m. Lunch (Sponsored by Value First) This lunch will feature a special gathering for alumni & friends of the UW Eau Claire CHAASE program

1:15 p.m. to 2:45 p.m. Five Simultaneous Breakout Sessions (Detailsonpages14-15) C11 - Better Together: Re-thinking the Structure of Care Communities (Part 1) C12 - Evaluating PDPM Therapy Pricing Models & Contract Considerations C13 - Resident Sexuality & Intimacy: Where Do We Go Together? C14 - Body Language for Relationship Building (Part 1) C15 - Tools To Negotiate Managed Care Contracts 2:45 p.m. to 3:00 p.m. Break

3:00 p.m. to 4:30 p.m. Five Simultaneous Breakout Sessions (Detailsonpages16-17) D16 - Better Together: Re-thinking the Structure of Care Communities (Part 2) D17 - Working Together to Improve Care Transitions D18 - Turn Up Your Joy! D19 - Body Language for Relationship Building (Part 2) D20 - Navigating Risk Management in Assisted Living 5:00 p.m. to 6:00 p.m. Hospitality Reception (SponsoredbyHoffmanPlanning,Design&ConstructionandCliftonLarsonAllen)

6:00 p.m. to 7:30 p.m. Dinner (Sponsored by Compeer Financial)

7:00 p.m. to 8:30 p.m. Fundraising Auction for the Geriatric Career Development Program

7:30 p.m. to 11:30 p.m. Evening of Entertainment featuring Best Practice (Detailsonpage18) (Sponsored by CliftonLarsonAllen, Martin Bros., and Specialized Medical Services)

Friday, May 8, 2020 6:45 a.m. to 11:30 a.m. Registration Open

7:00 a.m. to 8:15 a.m. Breakfast Buffet

8:15 a.m. to 9:45 a.m. Five Simultaneous Breakout Sessions (Detailsonpages20-21) E21- Leveraging Technology to Improve Customer Experience, Productivity, and Culture E22 - NonPharmacological Management of Inappropriate, Disruptive and Violent Resident Behaviors E23 - Good For One, Good for All: Working Together to Integrate Trauma-Informed Care (Part 1) E24 - The 30-Day Leadership Challenge E25 - Working Together, Providers Can Offer Quality Transitional Care 9:45 a.m. to 10:00 a.m. Break

10:00 a.m. to 11:30 a.m. Five Simultaneous Breakout Sessions (Detailsonpages22-23) F26 - Considerations for Strategic Repositioning of Services F27 - Change that Sticks: Creating Engagement Across the Organization F28 - Good For One, Good for All: Working Together to Integrate Trauma-Informed Care (Part 2) F29 - Courage to Care F30 - MCO/Provider Relationships: Putting the Puzzle Together


Wednesday, May 6 - 1:15 p.m. to 4:30 p.m.(with a 15-minute break)

PC1Future Shock: Working Together to Prepare Wisconsin for the Coming Older Adult Boom

This C-suite interactive workshop from futurist and researcher Matt Thornhill will identify the key trends impacting senior living and care in Wisconsin. From demographics to funding to regulations, he will help health care executives and their board members understand what we need to do today to prepare Wisconsin for tomorrow. Together,

participants will discuss and begin shaping the key action steps needed to transform the work they do, how it’s done, how it’s funded, and how it will shape the future of the state.

• Analyze the inevitable and permanent changes coming to Wisconsin and what these changes mean for those serving older adults.• Developstrategiesandspecifictacticsyourorganizationneedstotaketoensuresuccessinthatfuture.• DiscusshowyouwillworkwithothersacrossallstakeholdergroupstotransformwhatWisconsinlookslikewhenitcomesto

being a great place for people to live at any age.

Learner Level: Intermediate to Advanced

Presenter: Matt Thornhill, Founder & CEO, Cozy Home Community, Former Managing Partner, Institute for Tomorrow, Richmond, VA

PC2Keep it Together! How to Avoid the Most Common K Tags of 2020

Don’tpanicwhenthelifesafetysurveyorcomesaround.Throughexaminationofactualphotostakenatfacilities,learn from the experiences of others and take steps to avoid the most common life safety violations of 2020.

• List the top 10 nursing home citations of 2020.• Outline steps to take to comply with the life safety code and avoid getting the most common citations.• Identify code violations in photos.

Learner Level: Intermediate

Presenter: Heather Lauzon Werner, Owner, Lauzon Life Safety Consulting, LLC, Mount Pleasant, WI

Diamond SponsorPre-conference Workshop PC1 featuring Matt Thornhill

Future Shock: Working Together to Prepare Wisconsin for the Coming Older Adult Boom

A Special Pre-Conference Workshop for Healthcare C-Suite Executives and Board Members

Sponsored By

Marsh & McLennan Agency (MMA) has several offices throughout Wisconsin serving over 250 senior living facilities. MMA pro-vides custom insurance and risk management solutions to your company’s specific exposures. We have been providing all types of insurance coverage including medical benefits to the senior living industry for over 30 years. Please contact us at 262-785-9490.

Marsh & McLennan Agency2725 South Moorland Road

New Berlin, WI 53151262-785-9490 • www.marshmma.com


Important Note regarding Registration for the Pre-conference Workshops

There is a per person fee ($20 for members/subscribers; $40 fornon-members if you registerby April 15, 2020) to register for any of the pre-conference workshops.

Please remember, there is a separate (per person) registration fee for the 2020 Spring Conference.

Wednesday, May 6 - 1:15 p.m. to 4:30 p.m. (continued)(with a 15-minute break)

PC3De-stress Yourself - Before You Wreck Yourself!

Exhausted - stressed? When caring for others, we often forget the most important person to take care of - ourselves. This workshop will provide realistic and practical solutions to de-stress to improve physical and emotional health. With this “how to” for yourself and staff, EVERYONE wins – including those for whom you care.

• Developaplanforbalancingyourphysical,mental,andemotionalhealth.• List easy, realistic, and practical ways to de-stress.• Discusshowyouwillshareself-healthconceptswithyourteam.• Discussthisstatement:Thehealthier(mind/body/soul)yourstaffis…themoreeveryonewins!

Learner Level: Basic

Presenter: Twila Hurst RTR (CT), Loss Control Consultant, United Heartland, Green Bay, WI

PC4Part 1: Building a Strong Financial Future

It’s a safe bet that retirement in the future will cost more than it does today. A financial plan that takes into account your objectives, time horizon, desired lifestyle, and risk tolerance can make a significant difference come retirement. No matter your age, gain strategies to build your retirement savings.

Part 2: Empowering Female Investors in 7 Easy Steps

Financial planning is important for everyone, but why is it so crucial for women? It comes down to two factors: Time and money. In seven steps, you’ll learn how to put your financial plans into action and gain the confidence to take control of your finances.

• Outline strategies to build your retirement savings.• Developyourfinancialplanforretirement.• List the seven steps you will follow to take control of your finances.


Presenter:JayneDeutmeyer,CTFA,CFS,SeniorFinancialConsultant,LMCFinancialAdvisors,Madison,WI

Wednesday, May 6 - 4:30 p.m. to 5:30 p.m.I-LEAD Reception

LeadingAge Wisconsin invites new and potential leaders to attend a special reception to learn about I-LEAD. You will have the opportunity to talk with the I-LEAD coaches, facilitators, current fellows, recentgraduates, and I-LEAD sponsors about the role, function, andvalueofthis leadership development program. We also invite all current and formerI-LEADfellows,graduates,facilitators,andcoachestojoinusforthis special reception. You will have the opportunity to connect with other I-LEADfellowsandtoreminiscenceaboutyourI-LEADexperience.


Diamond SponsorWelcoming Reception Food

Wednesday, May 6, 2020 -- 5:00 p.m. to 8:00 p.m.Sponsored By

Wipfli LLP10000 West Innovation Drive, Suite 250

Milwaukee, WI 53226414-431-9300 • www.wipfli.com

Wipfli’s healthcare practice serves a wide array of healthcare orga-nizations nationwide, including home health, hospice, palliative care, assisted living and senior living providers. Our team includes clinical and administrative professionals who’ve spent their entire careers in healthcare. We understand the financial reimbursement environment and the complexities of succeeding in today’s healthcare industry. We focus our attention on the following service offerings and can custom-build a solution for your needs: Case management assistance and case mix optimization, clinical and therapy consult-ing, education and training, financial assessments, medical review or ADR assistance,Medicare assessments,mock surveys, operationalassessments, and QAPI process.

Diamond SponsorWelcoming Reception Beverages

Wednesday, May 6, 2020 -- 5:00 p.m. to 8:00 p.m.Sponsored By

M3 Insurance828 John Nolen DriveMadison, WI 53713

608-288-2790 • www.m3ins.com

M3 is the largest insurance broker and risk management firm in the state of Wisconsin. As a top 50 broker in America, we’re leaders in the products we represent and the industries we serve. M3’s people are an extension of your team, providing world-class resources to help you manage risk, purchase insurance, and provide employee benefits. And our focus on community builds better places to live and work. For more information on M3, visit www.m3ins.com.

What if you could get a quick glimpse of everything this conference has to offer, access detailed descriptions of every session, and register online? You can!

All registrations must be completed online . If you need assistance, please contact LeadingAge Wisconsin at 608-255-7060. There is a separate fee for the pre-conference workshops. Refunds will be made only if requested by April 29, 2020.

Online Registration

To qualify for the early registration discount, you must complete and submit your registration by April 15, 2020.

Click Here for a Conference Summary:https://cvent.me/NV5VZx

Click Here to Register: https://cvent.me/Ygyg0d

Conference SponsorRefreshment Break

Thursday, May 7, 2020 -- 10:00 a.m. to 10:15 a.m. Sponsored By

Wisconsin Health & Educational Facilities Authority 18000 West Sarah Lane, Suite 300

Brookfield, WI 53045-5841262-792-0466 • www.whefa.com

Created by the Legislature in 1973, WHEFA is a conduit issuer of tax-exempt revenue bonds, facilitating tax-exempt financing access for all nonprofit organizations in the State of Wisconsin. WHEFA assists these institutions to obtain and maintain access to tax-exempt financing to finance or refinance their capital improvements and expansion needs. WHEFA is a resource when researching and evaluating various financing options. Irrespective of the ultimate plan of finance, WHEFA is here to help.


Thursday, May 7 - 8:00 a.m. to 9:15 a.m.

Diamond SponsorKeynote Address Featuring Bob Kramer

Thursday, May 7, 2020 -- 8:00 a.m. to 9:15 a.m.Sponsored By

Ziegler 735 North Water Street, Suite 1000

Milwaukee, WI 53202414-978-6407 • www.ziegler.com

Ziegler Investment Banking | Senior Living Finance. Ziegler is one of the nation’s leading underwriters of financing for not-for-profit senior living providers. Ziegler offers creative, tailored solutions to its senior living clients, including investment banking, financial risk management, merger and acquisition services, investment management, seed capital, FHA/HUD, capital and strategic planning, and sponsorshiptransitions, as well as senior living research, education, and communication.

KeynoteDisruptive Innovation: The Future of Seniors Housing and Care

DisruptiveInnovation—thinkingcompletelydifferentlyaboutmeetingtheneedsanddesiresofourcustomers—willdefine the next decade of seniors housing and care.

Robert Kramer shares business intelligence on the disruptive changes predicted in seniors housing and services. Learn how to apply trend data to anticipate how these factors may impact your organization’s future. Start with a snapshot view o current market conditions, then hear national trends that are impacting Wisconsin markets. Together, we’ll explore the key concepts defining and shaping the future of senior living.

By understanding four key concepts and four key drivers, you can develop successful strategies to strengthen your organization’s ability to remain vital to your community and your stakeholders into the future.

• Definedisruptiveinnovationanddiscusshowitwilltransformseniorhousingandcare.• List four drivers of disruption and four concepts that will shape the future of our field.• Outline the four keys to success for providers.


Presenter:BobKramer,Founder&StrategicAdvisor,NationalInvestmentCenterforSeniorsHousing&Care(NIC),Annapolis,MD

Diamond SponsorOnline Registration

Sponsored By

Baker Tilly777 East Wisconsin Avenue, 32nd Floor

Milwaukee, WI 53202414-778-7498 • www.bakertilly.com

Baker Tilly is a leading advisory, tax, and assurance firm with five offices throughout Wisconsin.

Our specialized professionals guide clients through an ever-changing business world, helping them win now and anticipate tomorrow.


Thursday, May 7 - 10:15 a.m. to 11:15 a.m.

A01Language Matters: Reframing How We Think about Our Customer and Our Service

What will be the keys to a successful senior living brand in the future? How do we transform the perception of senior living from a place to disappear and die to a metaphor for being alive? Why do we need to reframe our language around aging, age, retirement, health and diversity?

• Explore how our language both reveals and impacts how we serve our customers.• Discusswhyseniorlivingisametaphorforaplaceyougotodieformanyboomers.• Analyze how we need to rethink key concepts to serve our future customer.

Learner Level: Advanced

Presenter:BobKramer,Founder&StrategicAdvisor,NationalInvestmentCenterforSeniorsHousing&Care(NIC),Annapolis,MD

A02Navigate Phase 3 Together, So Great Minds Think Alike!

This session will be a walk through the regulatory guidance currently available for Phase 3. Participants will discuss how facilities will be surveyed related to Phase 3 implementation, how surveyors will investigate facility compliance, and the potential survey differences post Phase 3 implementation. The presenters will provide an overview on how facilities are doing, highlight some problem areas, and share what facilities can do to overcome these problem areas.

•DiscusshowfacilitiesarebeingsurveyedunderPhase3andoutlinethecentralfocusofthesurveyors.• Compare and contrast Phase 3 survey activities and previous survey activities. • Identify problem areas under Phase 3 and discuss what facilities can do to overcome these problem areas.


Presenters:AnnAngell,DeputyBureauDirector,BureauofNursingResidentCare,DivisionofQualityAssurance,Madison,WI;JuliBrandt,RegionalFieldOperationsDirector,BureauofNursingHomeResidentCare,DivisionofQualityAssurance,Madison,WI

A03Addressing Ethical and Legal Challenges in Long-term Care Together: A Case-Based Discussion (Part 1)

This session will use case examples for discussion of ethical and legal dilemmas that present in long-term care when resident rights conflict with safety obligations. An overview of applicable ethics principles and standard approaches

for applying those principles will precede the case discussions. Case discussion will include situations involving resident actions or behaviorthatthreatenstaffand/orotherresidents,residents’refusalofneededassistance,anduseofsurveillancecameras.(Discussionwill continue in Session B08)

• Outline principles that apply to resolution of ethics dilemmas in long-term care.• Discusstheapplicationofprinciplesinresolutionofspecificcase-basedethicsdilemmasinlong-termcare.• List resources available for addressing ethics dilemmas in long-term care.


Presenter: Robyn S. Shapiro, Attorney and Founder, Health Sciences Law Group, LLC, Fox Point, WI


Thursday, May 7 - 10:15 a.m. to 11:15 a.m. (continued)

A04GCD: An Innovative Strategy for Building the Workforce

When your organization has a job opening and you can’t find the right candidate, it’s frustrating. You’re not alone if you’re having an increasingly tough time filling open positions. Recruiting has changed. And talent shortages and low unemployment rates have made hiring a top challenge for businesses everywhere. But high-quality candidates are out there!It’samatteroffindingthemandsteeringthemyourway.Inthissession,youwilllearnhowOvationCommunitiesinMilwaukeeisbuildingthefutureworkforcethroughtheGeriatricCareerDevelopmentProgram(GCD).

• OutlinetheoperationalstructureoftheGCDprogram.• DiscusshowtheGCDprogramalignswiththemissionoflong-termcarecommunities.• ExploretheconsiderationsandpotentialoutcomesoflaunchingtheGCDprograminyourcommunity.


Presenters:MichellePutz,ChiefOperatingOfficer,OvationCommunities,Milwaukee,WI; JaylaStokes,HRGeneralist,GeriatricCareerDevelopmentCoordinator,OvationCommunities,Milwaukee,WI

A05Winning Workplaces of Today: Engaging Workers of All Ages

Plan on expanding services? Are all your workers onboard? The future success of any organization serving older adults depends on keeping your workers engaged in the work you do. In today’s economy with full employment, that’s an almost impossible task. In this session, you’ll learn best practices to create a winning workplace for workers of all ages and generations.

• Analyze how different generations are actually more alike than different when it comes to workplace needs.• List the five characteristics of winning workplaces of today and discuss how to foster those attributes in your organization.• Outline a new engagement strategy that costs you zero dollars and can transform your culture within 30 days.


Presenter: Matt Thornhill, Founder & CEO, Cozy Home Community, Former Managing Partner, Institute for Tomorrow, Richmond, VA

Diamond SponsorDeluxe Conference Name Badge Booklets with Conference Schedule

Sponsored ByWipfli LLP

10000 West Innovation Drive, Suite 250Milwaukee, WI 53226

414-431-9300 • www.wipfli.com

Wipfli’s healthcare practice serves a wide array of healthcare organizations nationwide, including home health, hospice, palliative care, assisted living and senior living providers. Our team includes clinical and administrative professionals who’ve spent their entire careers in healthcare. We understand the financial reimbursement environment and the complexities of succeeding in today’s healthcare industry. We focus our attention on the following service offerings and can custom-build a solution for your needs: Case management assistance and case mix optimization, clinicalandtherapyconsulting,educationandtraining,financialassessments,medicalrevieworADRassistance,Medicareassessments,mocksurveys, operational assessments, and QAPI process.


Thursday, May 7 - 11:30 a.m. to 12:30 p.m.

B06Embracing Change: Strategic Leadership in Not-for-Profit Senior Living

The complexity of operating a senior living organization has increased in recent years. Changing payment models, fierce competition, workforce characteristics, and the Baby Boomers are ushering in unprecedented change. This session will talk about the strategic leadership needed to navigate these waters and paint a vision for a sector needing to pivot to stay relevant.

• Identify the key disruptors changing the senior living and care sector. • Explore progressive, innovative strategies that paint the vision for the future of housing and services for older adults.•Discussleadershipandgovernanceresponsibilitiesformovingnot-for-profitseniorlivingintothenextdecade.


Presenters:LisaMcCracken,Director,SeniorLivingResearchandDevelopment,ZieglerInvestmentBanking|SeniorLiving,Chicago,IL;AaronM.Schroeder,SeniorVicePresident,ZieglerInvestmentBanking|SeniorLiving,Milwaukee,WI

B07Looking into an Immediate Jeopardy: A Microscopic Review

This session will be a review of recent immediate jeopardy citations (IJs) – specifically, what the common IJ cites are. The presenters will identify what elevates the site to a Level 4, identifying the key elements of an immediate jeopardy.

•Definewhatelevatesadeficientpracticetoanimmediatejeopardylevel,reviewingthekeyelementsoftheregulation.• Outline what a facility should do when an incident occurs that might rise to a Level 4.• Analyze different citations that rose to an immediate jeopardy situation with emphasis on what the facility knew, when the facility knew it, and what the facility did about it.


Presenters:AnnAngell,DeputyBureauDirector,BureauofNursingResidentCare,DivisionofQualityAssurance,Madison,WI;JuliBrandt,RegionalFieldOperationsDirector,BureauofNursingHomeResidentCare,DivisionofQualityAssurance,Madison,WI

B08Addressing Ethical and Legal Challenges in Long-term Care Together: A Case-Based Discussion (Part 2)

(DiscussionwillcontinuefromSessionA03)

Presenter: Robyn S. Shapiro, Attorney and Founder, Health Sciences Law Group, LLC, Fox Point, WI


B09Keep Your Team Together

Your team is one of your organization’s most valuable assets. With every business in your community competing for the best employees, it is imperative that you work to keep your employees on your team. In this session, you will learn new retention strategies that an organization comparable to yours has implemented to keep their team together.

• Definetheneedfornewemployeeretentionstrategiesinseniorservicesandsupportorganizations.• Outline two innovative practices that a long-term care organization has implemented to retain quality employees.• List one strategy you will implement to enhance your retention of quality employees.


Presenter: Bryan Bessa, PHR, SHRM-CP, Chief Human Resources Officer, Grace Lutheran Foundation, Eau Claire, WI

B10Statutory Implications for CBRFs in Chapter 50 and Current Trends and Statistics

In this session, the presenter will discuss the provisions in Chapter 50 of the Wisconsin Statutes that you might not haveknownexisted.ThesestatutesandothersformthebasisfortheDHS83regulationswithwhichyouarefamiliar.In addition, the presenter will provide an update of the latest trends and statistics for CBRFs.

• Identify two statutes from Chapter 50 of which you previously were unaware.• DiscusshowChapter50andDHS83interface.• List the Top 10 CBRF violations.


Presenter:BobLightfoot,RN,Attorney,ReinhartBoernerVanDeurens.c.,Madison,WI

Thursday, May 7 - 11:30 a.m. to 12:30 p.m. (continued)

Diamond SponsorLunch

Featuring a Special Gathering for Alumni & Friends of the UW Eau Claire CHAASE Program

Thursday, May 7, 2020 -- 12:30 p.m. to 1:15 p.m.Sponsored By

Value First 204 South Hamilton Street Madison, WI 53703 608-255-7060 • www.valuefirstonline.com

Value First, Inc. is a group purchasing organization (GPO) that leverages the collective buying power of LeadingAge members across the country to get the best pricing on a comprehensive selection of high-quality products and services. Unlike any other GPO, Value First is an extension of LeadingAge that specializes in supporting the purchasing needs of members whose mission is better care and better outcomes for older adults.


Thursday, May 7 - 1:15 p.m. to 2:45 p.m.

C11Better Together: Re-thinking the Structure of Care Communities (Part 1)

If conventional approaches to retirement communities and nursing homes are losing favor and becoming less viable, what are the alternatives? Ross Chapin, an architect and thought leader, will offer perspectives on how the structure of care communities can engender a renewed sense of belonging and meaning for residents as well as empowerment andhopeforcaregivers.(DiscussionwillcontinueinSessionD16)

• Discusspocketneighborhoodcommunitydesignasitrelatestoelder-supportiveandspecialneedshousing.• Explore key design patterns that strengthen a sense of personal space and safety and foster a sense of community and belonging.• Identify current problem areas with elder housing and service, and list a range of solutions from perspectives gained in the

session.


Presenter: Ross Chapin, FAIA, RossChapinArchitects, Langley, WA

C12Evaluating PDPM Therapy Pricing Models & Contract Considerations

Participants in this session will learn about Patient Driven PaymentModel (PDPM) therapy pricing strategies,businesscompliance,andpatientcareconsiderations.Asaparticipant,youwillevaluateyouroptionswithaPDPMpricing worksheet.

• AnalyzePDPMpricinggoalsandconcepts.• Outline commonly considered pricing models.• Explorebusiness,compliance,andpatientcareconsiderationsinthePDPMtherapypricingstrategies.• CompleteaPDPMpricingworksheettoevaluateyouroptions.


Presenter: Tina Schrader-Berte, RAC-CT, President / CEO, Reimbursement & Outcomes Services, Pro Ed Continuum LLC, New Berlin, WI

Diamond SponsorThe Attendee Lounge

Sponsored ByReinhart Boerner Van Deuren s.c.

22 East Mifflin Street, Suite 700Madison, WI 53703

608-229-2257 • www.reinhartlaw.com

ReinhartBoernerVanDeurens.c.isaleaderinWisconsinprovidinglegalservicestonursinghomeandassistedlivingproviders.Fromregulatoryissues to labor and employment, daily operational issues, buying, selling and licensing of facilities, and corporate matters, the Reinhart attorneys areproblemsolvers.Drawingontheirvastexperience,bothlegalandclinical,thetrustedadvisorsatReinhartknowwhereyou’recomingfrom.Representing clients in Wisconsin, regionally, and nationally, the Reinhart attorneys will work side by side with you in an efficient and cost effective manner to help you achieve positive outcomes for your nursing home or assisted living business.


Thursday, May 7 - 1:15 p.m. to 2:45 p.m. (continued)

C13Resident Sexuality & Intimacy: Where Do We Go Together?

Person-directed and person-centered supports ensure residents have opportunities to make informed choices and are supported in managing the risks that come with some decisions, such as expressions of sexuality in long-term care settings. Providers have a direct role in helping people to live lives that are well-balanced where risk and protection are involved and can face challenges associated with assessing a resident’s capacity to consent to some of these relationships.

• Analyze the points of view of residents, families, providers, regulators, and advocates when residents wish to have sexual relationships.

• Outline processes related to assessment of capacity to consent, regulatory requirements, associated challenges, and successes in facilitating these relationships.

•Discusstrainingandsupportneedsforstaff,residents,andfamiliesthatwillequipthemwiththeknowledge,skills,and strategies to help support resident relationships in a person-centered manner.


Presenters:AnnAngell,DeputyBureauDirector,BureauofNursingResidentCare,DivisionofQualityAssurance,Madison,WI;JuliBrandt,RegionalFieldOperationsDirector,BureauofNursingHomeResidentCare,DivisionofQualityAssurance,Madison,WI;KimMarheine,OmbudsmanServicesSupervisor,StateofWisconsinBoardonAgingandLong-termCare,Madison,WI

C14Body Language for Relationship Building (Part 1)

This workshop will review science-based facts about the power of body language. This will include the nonverbal patterns of influence and practical skills for feeling confident and building trust and rapport. You will acquire actionabletipsandstrategiesforbuildingandmaintainingrelationships.(DiscussionwillcontinueinSessionD19)

• Discusshownon-verbalcommunicationhelpsbuildconfidence,enhanceinfluence,buildrapport,andstrengthenrelationships.• List simple steps to improve your effectiveness in meetings and on the phone.• Provide specific examples demonstrating your ability to decode nonverbal signals and respond authentically.


Presenter: Monica Levin, Certified Body Language Trainer, Nonverbal Science, LLC, Wixom, MI

C15Tools To Negotiate Managed Care Contracts

As health care costs continue to escalate, there is growing need to negotiate contracts with managed care organizations (MCOs). These organizations always are looking for discounted rates, which presents a challenge to providers who are facing rising costs and more legal requirements. A common mistake made by many providers is to only look at the

payment rates presented in managed care contracts. While those rates are important, there are other provisions in the contracts that also are important.

• Identify contractual provisions often overlooked by providers that can create significant burdens and obstacles for providers.• Discusshowyoucansuccessfullynegotiatetermswhichcouldmitigatetheriskoftroublesomemanagedcareprovisions.• DemonstrateyourunderstandingofstatutoryandregulatoryprovisionsasyouprepareforMCOcontractnegotiations.


Presenter:TimothyJ.Kamke,Shareholder,HealthCarePractice,ReinhartBoernerVanDeurens.c.,Madison,WI


Thursday, May 7 - 3:00 p.m. to 4:30 p.m.

D16Better Together: Re-thinking the Structure of Care Communities (Part 2)

(DiscussionwillcontinuefromSessionC11)

Presenter: Ross Chapin, FAIA, RossChapinArchitects, Langley, WA

D17Working Together to Improve Care Transitions

This session will be a deep dive into the many complex issues related to care transitions. Attendees will explore how we can foster better communication among and between the various care providers so as to decrease inconsistent information which typically results in more unstable admissions and readmissions.

• Identify some of the roadblocks that impede successful care transitions.• List opportunities for hospitals and skilled nursing facilities/assisted living facilities to collaborate to ensure individuals receive

the care they need and, simultaneously, providers receive the information and funding they need to provide this care.• Discussstepsyourorganizationcantaketoensureyouaregettingaccurate,timely,comprehensiveinformationonthepatient’s

past, current, and future health care needs and documentation necessary to determine the appropriateness of an admission and subsequent development of a plan of care.


Presenter:MariaBrenny-Fitzpatrick,DNP,RN,FNP-C,GNP-BC,Director,TransitionalCareandPost-AcuteServices,UniversityofWisconsin Hospital, Madison, WI

D18Turn Up Your Joy!

The secret to joyful living is to notice the little, seemingly insignificant everyday moments and engage with them. Seek out the joy. A joyful life builds from little moments that are easily missed by those seeking happiness alone. In a world filled with distraction, negativity, and “busy,” Arleen Smith, RN, explains how to be truly joyful by turning up

your joy so loudly that the clatter simply isn’t audible. After this presentation, your eyes will be open to the fact that a simple mindset shift can make life so much more fulfilling and richer. You will think of joy as the ultimate lens to see life through.

• Discusshowjoyfullivingcanbeapracticedmindset.• Analyze the importance of limiting distraction and “busy”ness.• Explore how human interactions, even small ones, create joy.


Presenter:ArleenSmith,RN,Leadership&EngagementConsultant,Drive,Manasquan,NJ


Thursday, May 7 - 3:00 p.m. to 4:30 p.m. (continued)

D19Body Language for Relationship Building (Part 2)

(DiscussionwillcontinuefromSessionC14)

Presenter: Monica Levin, Certified Body Language Trainer, Nonverbal Science, LLC, Wixom, MI

D20Navigating Risk Management in Assisted Living

Because of increased litigation within the assisted living environment, risk management has become a key concern for many providers. Four main areas serve as the basis for risk-management protocols and should be your focus in risk negotiations: Services, environment, consumer protections, and management responsibilities. Learn how you can successfully navigate risk negotiations for your organization and the residents you serve.

• Outline the basics of risk management.• Identify common lawsuits that arise is assisted living communities and identify common mistakes that can lead to lawsuits.• Discusstheuseofarbitrationagreementsinassistedlivingcommunities.


Presenter:TimothyJ.Kamke,Shareholder,HealthCarePractice,ReinhartBoernerVanDeurens.c.,Madison,WI

•Customized recruitment/retention solutions

•Proactive HR management assistance

•Risk Management audits

•Safety training resources and seminars

•Reserved markets only available to MMA senior living clients

MAKING A DIFFERENCE IN THE MOMENTS THAT MATTER. DELIVERING SMARTER SOLUTIONS.

RISK MANAGEMENT EMPLOYEE BENEFITS SURETY BONDING PRIVATE CLIENT RETIREMENT

SCOTT NAZEPRESIDENT [email protected]

DAVE HOSACK VICE PRESIDENT [email protected]

JOHN SARCIA ACCOUNT EXECUTIVE [email protected]

To learn how MMA can deliver a more focused approach, contact one of our Senior Living Specialists below.

MEGAN ZIMMERMANEMPLOYEE [email protected]

INDIVIDUALIZEDATTENTION

Senior Living Experts Providing Business Solutions


Thursday, May 7 - Evening of Entertainment Your Host for the Evening Specialized Medical Services

5:00 p.m. to 6:00 p.m. Hor d’oeuvres (SponsoredbyHoffmanPlanningDesign&Construction)

5:00 p.m. to 11:30 p.m. Beverages throughout the Evening (Sponsored by CliftonLarsonAllen)

6:00 p.m. to 7:30 p.m. Dinner (Sponsored by Compeer Financial)

7:00 p.m. to 8:30 p.m. GCD Fundraising Auction

8:30 p.m. to 11:30 p.m. Entertainment featuring Best Practice (Sponsored by Martin Bros.)

Rock.Sing.Country.Dance.BestPracticelovesmusic--singin’along,bustin’amove,andgettingtogether with friends to turn those exciting feelings into reality. This band plays music that makes peoplewanttosmileandshout,“Yeah!I‘love’thissong!”

Diamond SponsorYour Host for the Evening

Thursday, May 7, 2020 -- 5:00 p.m. to 11:30 p.m.

Specialized Medical Services, Inc. 5343 North 118th Court

Milwaukee, WI 53225414-476-1112 • www.specializedmed.com

Specialized Medical Services, Inc. (SMS) is the nation’s leading providerofOxygen,DMEandClinicalRespiratoryServicesfor long-term care. For more than 25 years, SMS has set the industry standard for service, value, and patient care.

SMS is dedicated to improving clinical outcomes for our patients and financial outcomes for our partners in long-term care.

Diamond SponsorHors d’oeuvres for the Hospitality Reception Thursday, May 7, 2020 -- 5:00 p.m. to 6:00 p.m.

Sponsored By

Hoffman Planning, Design & Construction122 East College Avenue, Suite 1G

Appleton, WI 54911800-236-2370 • www.hoffman.net

HoffmanPlanning,Design&Construction, Inc. is aDesign-Build firm whose mission is to make a positive impact on people’s lives and their environment by providing creative ideas and responsible solutions. Through our integrated project delivery method, Total Project Management — which incorporatesa sustainable approach throughout — we offer senior livingproviders efficient, healthy, and cost-effective building solutions that respect the environment while supporting their organization’s mission.

We are happy to announce

John Huhn, LNHA is our Director of Business Development.

Contact John if you are interested in building, expanding or updating your community.

[email protected]


Diamond Conference SponsorEntertainment Featuring

Best Practice

Thursday, May 7, 2020 -- 8:30 p.m. to 11:30 p.m.

Sponsored By

Martin Bros. Distributing, Inc. 6623 Chancellor Drive

Cedar Springs, IA 50613608-343-3194 • www.martinbros.com

Martin Bros is an independent full-line foodservice distribu-tor. As a full-line distributor, we are able to offer our custom-ers not only an extensive inventory of food products but also janitorial/cleaning supplies, large equipment, small wares and even medical supplies. We are a customer-centric, employ-ee-owned company that has been built on the foundation of strong family values. Our mission is to serve our customers with innovative solutions and superior service. Healthcare customers can expect support that goes above and beyond quality products including customized menu services, cost control resources, innovative educational opportunities, culi-nary & dining enhancement resources and theme events.

Diamond SponsorDinner


Compeer Financial2600 Jenny Wren TrailSun Prairie, WI 53590

844-426-6733 • www.compeer.com

Compeer Financial is a member-owned, Farm Credit coopera-tive serving and supporting agriculture and rural communities in Illinois, Minnesota, and Wisconsin. Headquartered in Sun Prairie, Wisconsin, Compeer Financial exists to champion the hopes and dreams of rural America. We believe in building a stronger rural America, one community at a time. Our Mission Financing team is uniquely positioned to help rural communi-ties prosper by securing financing for their essential communi-ty infrastructure needs, including senior living facilities.

For more information, contact Bob Madsen or Todd Kampa at 844-426-6733, or visit us at Compeer.com/MissionFinancing.

Diamond SponsorBeverages throughout the Evening


CliftonLarsonAllen LLP10401 West Innovation Drive, Suite 300

Wauwatosa, WI 53226414-476-1880 ext. 57580 • www.CLAconnect.com

CLAexistsforonereason:tocreateopportunities—forourcli-ents, our people, and our communities. We create these opportu-nities when we live the CLA Promise: We promise to know you and help you. As a professional services firm, we can provide cli-ents with a wide array of services. But living the CLA Promise requires an incredible amount of trust. We seek to build a trusting relationship and create personal connections so we can under-stand your business, risks, opportunities, and challenges. This is what allows us to provide insight and perspective on the critical strategic decisions that lie ahead. CLAconnect.com



Friday, May 8 - 8:15 a.m. to 9:45 a.m.

E21Leveraging Technology to Improve Customer Experience, Productivity, and Culture

Healthcare organizations face tremendous pressure to increase productivity, reduce costs, and provide more engaging patient experiences. Through the implementation of robotics technologies, businesses are automating repetitive, manual, and standardized processes and experiencing immense efficiencies, while enhancing both patient experience and fostering a workplace that fuels ideas and drives sustainable growth.

•Definewhatdigitaltransformationmeansanddiscusshowweapproachit.•Analyze what business processes can be automated through Robotic Process Automation and Artificial Intelligent tools.•Explore how to design optimal patient experience, enhance customer engagement, and engage employees to create efficiencies.


Presenters:WaqqasMahmood,DirectorofAdvancedTechnologyandInnovation,BakerTilly,Tysons,VA;KristaPankop,Partner,Baker Tilly, Milwaukee, WI

E22NonPharmacological Management of Inappropriate, Disruptive and Violent Resident Behaviors

The ability to effectively quantify and mitigate patient behavioral health complications is essential as the long-term care population continues to evolve and grow beyond the geriatric population that were traditionally found in skilled nursing facilities and assisted living settings. This presentation will provide long-term care providers with an overview

on how to effectively care for residents who display inappropriate, aggressive or violent behaviors. This program will present the causes of behavior, assessment to determine appropriate plan of action, safety awareness, and interventions. The content of this program can be implemented with success in many residential settings including adult foster care/group homes, assisted living communities, and skilled nursing facilities.

• Summarize causes and contributing factors of behavior disturbances.• Defineanddiscusshowtointegrateabiopsychosocialapproachwhenaddressingpatientswithinyoureverydaypractice.• Summarize appropriate assessment and integration of assessment tools when identifying behavioral health needs.• Identify and discuss how to utilize both verbal and nonverbal interventions when addressing and managing behavioral health

disorders and psychosocial disturbances.


Presenter: Michael Goldsmith, MSW/LMSW, Regional Coordinator of Mental Health Services, West Michigan Behavioral Care Solutions, Novi, MI

Help Grow the Geriatric Career Development Program! Pledge an item for our fundraising auction.

Pledge now at https://www.surveymonkey.com/r/R3THQQK.Get your donation to us by 9:00 a.m. on Thursday, May 7th.

Bid high and bid often. The auction will begin at 7:00 p.m. on Thursday, May 7th.

https://www.surveymonkey.com/r/R3THQQK


Friday, May 8 - 8:15 a.m. to 9:45 a.m. (continued)

E23Good For One, Good for All: Working Together to Integrate Trauma-Informed Care (Part 1)

LoriDuzanbelieves that ideas like trauma-informed care (TIC)need to be takenoff the shelf and actively andrepeatedly applied in order to support organizational adoption. She also believes in walking the talk, and training participants can expect to see the TIC principles of safety, trustworthiness, collaboration, and voice/choice interwoven throughoutthepresentation.(DiscussionwillcontinueinSessionF28)

• Demonstrateyourunderstandingofthefoundationofknowledgerelatedtotrauma.• DiscusshowyoucansettheframeofTICattheorganizationallevel.• DevelopaplanforapplyingtheframeofTICintheworkplace.


Presenter:LoriDuzan,LPC,OwnerandConsultant,FlowClinicalConsulting,CrossPlains,WI

E24The 30-Day Leadership Challenge

A great leader creates an environment where employees thrive instead of just survive! Team members craveencouragement from leaders but sadly, often leaders are not equipped with the skills they need to positively influence culture. This customized workshop will focus on giving your leadership team the motivation and knowledge they

need to support your desired culture. Attendees will reflect on their personal leadership abilities and will leave the workshop equipped withdailyactionstheycanmodelviaa30-DayLeadershipChallengeWorkbook.Thechallengewillallowyourleaderstostretchthemselvesandtaketheirskillstothenextlevel!

• List the five principles of exemplary leaders that research shows can be practiced and learned.• Discusshowthe30-DayLeadershipChallengeWorkbook,filledwithsimple,dailyexercises,cansupportexemplaryleaders.• Identify behaviors that demonstrate the five principles on a daily basis.



E25Working Together, Providers Can Offer Quality Transitional Care

Providers are seeing faster discharges from short-term rehab. There is a solution that serves the best interests of the patient and that is cost-effective for the entire health system. Operating here in Wisconsin, the Comfort and Recovery Suites has led health care professionals in providing a creative example of the way the federal government wants

providers to form non-traditional linkages to improve care and lower costs. In this session, you will learn how one organization partnered with Marshfield Clinic Health Systems to develop a facility that provides post-acute recovery and where care providers are specialized in orthopedic rehab under a skilled nursing licensure.

• Outline partnerships that had to form and communication lines that had to open to bring this new model to reality.• Analyze the operational details that underlie the success of the Comfort and Recovery Suites.• Discussthequalityoutcomesforpatientsandtheoperationaloutcomesfortheproviderofthismodel.


Presenter: Tara Nenahlo, Administrator/Quality Operations Specialist, Marshfield Clinic Comfort and Recovery Suites, Grace Lutheran Communities, Eau Claire, WI


Friday, May 8 - 10:00 a.m. to 11:30 a.m.

F26Considerations for Strategic Repositioning of Services

Today, many providers are exploring repositioning strategies to meet the changing preferences of seniors. This session will explore the process for identifying and evaluating the underlying business model of the desire to serve our mission in perpetuity. We also will discuss risks associated with construction and renovation.

• Identify and discuss influences for change in the underlying business model and long-term impact on the organization’s mission.• Outline a process for and the key elements of evaluating and implementing changes in services that will ensure the delivery of

our mission in perpetuity. • Discusskeyriskareasandriskmitigationstrategiesassociatedwithconstruction/renovationofourbuildings.


Presenter: Jennifer Schwalm, CPA, Partner, Healthcare, Senior Services Leader, Baker Tilly, Philadelphia, PA

F27Change that Sticks: Creating Engagement Across the Organization

As new opportunities and requirements are constantly at our doorstep, implementing change is an ongoing challenge for aging service leaders. How do you decide which opportunities are worth pursuing? What if staff are resistant? How do you engage others in improving care? Explore tools and strategies in this interactive session.

• Evaluate which changes are right for your organization to pursue• Outline strategies for preparing and engaging different parts of your organization for changes.•Developplansforavoidingandaddressingobstaclesbeforetheyoccur.


Presenters:BarbaraBowers,ProfessorandAssociateDeanforResearch,UW-MadisonSchoolofNursing,Madison,WI;KimNolet,Research Program Manager, UW-Madison School of Nursing, Madison, WI

F28Good For One, Good for All: Working Together to Integrate Trauma-Informed Care (Part 2)

(DiscussionwillcontinuefromSessionE23)

Presenter:LoriDuzan,LPC,OwnerandConsultant,FlowClinicalConsulting,CrossPlains,WI


Friday, May 8 - 10:00 a.m. to 11:30 a.m. (continued)

F29Courage to CareMany of us join the field of aging services because we feel called to this rewarding work. Accepting responsibility and providing compassionate care to those who need it most is a gift that provides us with joy, satisfaction, and personal fulfillment;however,caringforotherscanbecomeexhaustingwhenyoudon’thavethesupportofyourco-workers.

It’sjustamatteroftimebeforewefindourselvesburnedout!Inthisuniqueandpowerfulpresentation,you’lldiscoverwhyhavingthecourage to care requires more than just showing up every day. It requires us to first and foremost care deeply, not just for our residents, but for one another. It takes great courage to do the right thing and is necessary to help us transform aging services to what we want it to become. Through loving and connecting with one another, we will build relationships with all those around us. You will learn how building up our field’s reputation is necessary to attract and retain staff whose hearts are motivated by love and with enthusiasm. When everyone in your organization has the courage to care, despite what happens around them, you will create a beautiful environment for everyone.Thechangestartswithyou!

• Discusswhyittakescouragetocareforothersandhowwecansustaincompassionatecaredespitechaoshappeningaroundus.• Demonstratehowtoleadbyexampleanddiscusshowtogetotherstodemonstratethecareandcompassionwealldeserveaswe

age gracefully.• List the secrets to sustaining an environment where others care completely, not because they are told to, but because they know

it’s the right thing to do.



F30MCO/Provider Relationships: Putting the Puzzle Together

Providing quality care and services for frail elderly individuals requires many individuals from different perspectives coming together in the best interests of the individuals served. In this interactive session, you will hear the perspective of two different managed care organizations (MCOs) as they discuss provider relations, rate payments, pay for performance, and pay for quality.

• Compare and contrast the viewpoint of providers and the viewpoint of the MCO in contract negotiations.• DiscusstheMCO’sperspectiveinbalancingproviderratesandqualityoutcomes.• Outline how providers and MCOs can better work together to serve the interests and needs of the individuals

entrusted to our care.• DiscusspressurepointsandpossibleresolutionsinMCO/providerrelationships.


Presenters:KrisKubnick,CSW,MPA,ChiefMemberExperienceOfficer, Inclusa, Inc.,StevensPoint,WI;SaraMuhlbauer,ChiefExecutive Officer, Lakeland Care, Inc., Fond du Lac, WI

Overnight AccommodationsTheLeadingAgeWisconsin2020SpringConferencewillbeheldattheKalahari,1305KalahariDrive,WisconsinDells,WI53965.RoomRates are $115 single/double but only until our room block is sold out and only if you make your room reservations by April 3, 2020.

To make a room reservation, go to https://book.passkey.com/e/50029733

New name, same trusted partnerIn January 2020, Piper Jaffray & Co acquired Sandler O’Neill + Partners, L.P. to become Piper Sandler & Co. The merger signifies our commitment to growth and expansion, resulting in a combined firm with revenues of approximately $1.1 billion. Sandler O’Neill is the preeminent investment bank serving financial institutions, having advised more financial institution M&A deals than any other firm each year since 2012.

PiperSandler.com Piper Sandler & Co. Since 1895. Member SIPC and NYSE.

To learn more about our services, please contact:

Romy McCarthyManaging Director, Piper Sandler Senior Living Group+1 414 [email protected]

$45,695,000

Saint John’s Communities

Sole Underwriter and Placement Agent

$10,965,000

Skaalen Retirement Services

Placement Agent

$27,645,651

LindenGrove

Placement Agent

$8,442,360

St. Joseph Residence

Placement Agent

$44,485,000

Woodland Hill Senior Housing

Sole Underwriter

$22,738,000

Eastcastle Place

Placement Agent

$22,088,000

Marquardt Village

Placement Agent

$13,000,000

Woodside Senior Communities

Placement Agent

$29,100,000

Pine Haven Christian Communities

Placement Agent

$7,000,000

Evergreen Retirement Community

Placement Agent

$135,645,000

Saint John’s Communities

Sole Underwriter and Placement Agent

$161,430,000

Chiara Communities, Inc.

Sole Manager

$6,000,000

Grace Commons Mezzanine

Sole Manager

$16,650,000

Clement Manor, Inc. 2019 Wisconsin

Placement Agent

What does this mean for our senior living clients? For our senior living clients the acquisition will (1) significantly expand our fixed income business, (2) bolster our research capabilities, and (3) expand our distribution channels to financial institutions. We are enthused about the continued growth of our taxable sales effort which is important to our clients in an era without tax-exempt advance refundings and for those wanting greater flexibility in the use of proceeds. Piper Sandler continues to innovate, offering robust financing solutions and deep industry expertise for senior living clients. As your partner, we are committed to achieving your financial goals and fulfilling your mission.

Select Wisconsin Senior Living Transaction




Conference App

About three weeks prior to the conference, registrants will be emailed information to download the free conference app. Attendees can integrate their social media accounts, sync their conference schedules, set reminders for sessions, rate sessions, share contacts, send messages, navigate the event, and meet our many sponsors. Attendees easily will be able to navigate the conference from any mobile device. Everything about the conference will be accessible through the app – schedules, maps, session handouts, attendee lists, even the conference evaluation.

Please note: LeadingAge Wisconsin will not be printing handouts for this conference. LeadingAge Wisconsin strongly encourages attendees to bring a computer, tablet, notebook, or smart phone – this will be your source for all information about the conference.

The LeadingAge Wisconsin 2020 Spring Conference App Is Sponsored By Piper Sandler & Co., Milwaukee

Sponsors of conference app banners include:

• CliftonLarsonAllen, LLP,10401WestInnovationDrive,Suite300,Wauwatosa,WI53226;414-476-1880ext.57580• Community Living Solutions,2801EastEnterpriseAve,Suite202,Appleton,WI54913;920-969-9344• Hoffman Planning, Design & Construction,122EastCollegeAvenue,Suite1G,Appleton,WI54911;920-731-2322• Marsh & McLennan Agency,2725SouthMoorlandRoad,NewBerlin,WI53151;262-785-9490• Piper Sandler & Co.,1414WestParkPlace,Suite202,Milwaukee,WI53224;414-847-6373• Value First,204SouthHamiltonStreet,Madison,WI53703;608-255-7060• VJS Construction Services,W233N2847RoundyCircleWest,Pewaukee,WI53072;262-542-9000

Online Event Summary: http://www.cvent.com/d/56qqnq

Diamond Conference Sponsor LeadingAge Wisconsin Conference App

AccessAlltheConferenceInformationandHandoutsfromYourMobileDeviceSponsored By

Piper Sandler & Co11414 West Park Place, Suite 202

Milwaukee, WI 53224414-847-6373 • www.pipersandler.com

Piper Sandler is a leading middle-market investment bank. Our advisory teams provide unparalleled guidance to clients by com-bining deep product and sector expertise with ready access to global capital. Founded in 1895, the firm is headquartered in Min-neapolis with 40 offices across the U.S., including Milwaukee. With a full suite of products and services, we advise our for-profit andnon-profitseniorlivingclientsthroughouttheentirebusinesslifecycle—fromprivateplacementsandM&Aadvisorytoproviding access to the equity and debt capital markets. Commitment to putting our clients’ interest first is the cornerstone of our guiding principles and our success is predicated upon our enduring relationships with our clients and the longevity and continuity of our team of professionals.


www.valuefirstresources.com

Value First, Inc. is a group purchasing organization (GPO) owned by LeadingAge and twenty-five of its affiliates, including Wisconsin. As a GPO that’s committed to your mission, Value First leverages the buying power of LeadingAge members

across the country to get the best pricing on a comprehensive selection of high-quality products and services.

A Food Program for Operational Excellence

Maintenance, Repair and Operations

Contract terms that could deliverthousands in annual savings

Streamlined purchasing with rebatesin more than 60 categories

Access to a proprietary procurementservice for strategic planning

A product attribute toolto aid in decision-making

Education and thought leadershipon pressing industry topics

Great pricing on contractsnegotiated with popular vendors

Support for compliance withstate and federal regulations

Special discounts and promotionaloffers on select products

Education and thought leadershipon pressing industry topics

Purchasing that helps fundLeadingAge programs and services

Denise May • [email protected] • 608.609.6964For more information contact:


2020 spring conference & annual business meeting12:30 p.m. to 1:15 p.m. lunch (sponsored by...

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