rhonda jean voigt montgomery · 2010 – recipient of rosalynn carter institute award for...

EXTERNAL CURRENT

Last Updated 04/23/12

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CURRICULUM VITA

RHONDA JEAN VOIGT MONTGOMERY

OFFICE: Helen Bader School of Social Welfare HOME: 9605 N. Lake Drive

University of Wisconsin-Milwaukee Bayside, WI 53217

1157 Enderis Hall, PO Box 786 Tel: (414) 540-0434

Milwaukee, WI 53201 Email: [email protected]

Tel: (414) 229-3289

Fax: (414) 229-3657

EDUCATION

Ph.D., University of Minnesota, 1980

Major: Sociology

M.A., North Dakota State University, 1975

Major: Sociology

Minor: Mathematics

BS, North Dakota State University, 1972 (with honors)

Major: Sociology with Business emphasis

MAJOR AREAS OF INTEREST

Aging and Adult Development, Family Relations, Health Care Delivery, and Policy Analysis.

PROFESSIONAL EXPERIENCE

January 2003 to Present

Helen Bader Endowed Professor in Applied Gerontology

School of Social Welfare and Department of Sociology, University of Wisconsin – Milwaukee.

September 2003 to 2008

Adjunct Professor, Department of Sociology, University of Victoria, British Columbia, Canada.

1997 to December 2002

Chair, Gerontology Doctoral Program, University of Kansas, Lawrence, Kansas.

July 1992 to December 2002

Director, Gerontology Center, University of Kansas, Lawrence, Kansas.

July 1992 to December 2002

Professor, Department of Sociology, University of Kansas, Lawrence, Kansas.

September 1986 to June 1992

Director, Institute of Gerontology, Wayne State University, Detroit, Michigan.

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September 1986 to June 1992

Associate Professor, Department of Sociology and Adjunct Associate Professor, Department of

Community Medicine, Wayne State University, Detroit, Michigan.

March 1983 to August 1986

Deputy Director, Institute on Aging, University of Washington, Seattle, Washington.

February 1981 to August 1986

Assistant Professor (Research), University of Washington, Seattle, Washington.

January 1981 to September 1986

Research Coordinator/Research Director, Pacific Northwest Long-Term Care Center, University

of Washington, Seattle, Washington.

Academic Year 1979-1980

Administration on Aging Dissertation Grantee at the University of Minnesota Family Study

Center, University of Minnesota, Minneapolis, Minnesota.

Research Assistant, Washington State University, Pullman, Washington.

Academic Years 1975-1976 and 1978-1979

National Institute on Mental Health Trainee for Family Impact Analysis, Minnesota Family

Study Center, University of Minnesota, Minneapolis, Minnesota.

Academic Years 1974-1975 and 1976-1978

Instructor, Concordia College, Moorhead, Minnesota.

HONORS

2011 – Recipient of 2011 Excellence Award from Milwaukee Aging Consortium

2010 – Recipient of Rosalynn Carter Institute Award for Leadership in Caregiving

(Jointly with Washington Association of Area Agencies on Aging)

2009 – Recipient of Excellence in Research Award, Helen Bader School of Social Welfare

2009 – Recipient of Distinguished Alumni Award, Austin High School, Austin Minnesota

2007 – Recipient of Annual Excellence Award from the Milwaukee Aging Consortium

2005 – Recipient of the Investigator of the Year Award from the Alzheimer’s Association of

Southeastern Wisconsin.

2000 – Recipient of the Irvin Youngberg Award for Applied Sciences – one of four

Higuchi/Endowment Research Achievement Awards given annually to recognize

outstanding faculty achievements in the State of Kansas.

1995 – Leadership Award from the National Alzheimer’s Association.

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1993 - Elected to Fellow Status in the Gerontology Society of America.

PUBLICATIONS

Books and Chapters Talley, R.C., & Montgomery, R.J.V. (Eds.). (In Press). Caregiving Across the Life Span:

Research Practice and Policy. New York: Springer Publishing Group.

Montgomery, R.J.V., & Kosloski, K. (In Press). Pathways to Caregiver Identity for Older Adults.

In R.C. Talley & R.J.V. Montgomery (Eds.), Caregiving Across the Life Span: Research Practice

and Policy. New York: Springer Publishing Group.

Montgomery, R. J. V., & Rowe, J. M. (2007). Respite. In C. Cox (Ed.), Handbook of Social Work

Practice and Dementia (pp. 341-362). New York: Springer Publishing Group.

Montgomery, R.J.V., Rowe, J.M., & Kosloski, K. (2006). Family Caregiving. In C.N. Dulmus &

J.A. Blackburn (Eds.), Handbook of Gerontology: Evidence-Based Approaches to Theory,

Practice, and Policy (pp.426-454). Hoboken, NJ: John Wiley & Sons, Ltd.

Montgomery, R.J.V., Kosloski, K. & Karner, T. (2002) Weighing the Success of a National

Alzheimer’s Disease Service Demonstration. In F. Caro & R. Morris (Eds.), Devolution and

Aging Policy (Pp.119-139). New York: The Haworth Press.

Montgomery, R.J.V. (Ed.) (2002). A New Look at Community-Based Respite Programs. New

York: The Haworth Press.

Montgomery, R.J.V. (2001). Social Service Utilization. In G.I. Maddox (Ed.), The Encyclopedia

of Aging, (3rd

ed.). New York: Springer Publishing Group.

Zahn, H.J. & Montgomery, R.J.V. (2001). Marriage. In G. I. Maddox (Ed.), The Encyclopedia of

Aging (3rd

ed.). New York: Springer Publishing Group.

Borgatta, E.F. & Montgomery, R.J.V. (Eds.) (2000). Encyclopedia of Sociology, (5 vols). (Rev.

Ed.) New York: Macmillan.

Montgomery, R.J.V. (2000). Filial Responsibility. In E.F. Borgatta & R.J.V. Montgomery

(Eds.), Encyclopedia of Sociology (Rev. Ed.) (pp. 1018-1023). New York: Macmillan.

Montgomery, R.J.V. & Kosloski, K.D. (2000). Family Caregiving: Change, Continuity and

Diversity. In P. Lawton and R. Rubenstein (Eds.), Alzheimer's Disease and Related Dementias:

Strategies in Care and Research (pp. 143-171). New York: Springer Publishing Group.

Montgomery, R.J.V., Borgatta, E. F. & Borgatta, M.L. (2000). Societal and Family Change in

the Burden of Care. In W.T. Liu & H. Kendig (Eds.), Who Should Care for the Elderly? An East-

West Value Divide (pp. 27-54). Singapore: The National University of Singapore Press.

Montgomery, R.J.V. & Karner, T.X. (1996). Respite Care: Strategies for the Future. Summary

and Recommendations of the Alzheimer's Association Issues Forum held in Chicago, February 3,

1996. Chicago, IL: Alzheimer's Association.

Montgomery, R.J.V. (1996). The Influence of Social Context on the Caregiving Experience. In

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Z.S. Khachaturian & T.S. Radebaugh (Eds.), Alzheimer's Disease Cause(s), Diagnosis,

Treatment, and Care (pp. 313-322). Boca Raton, FL: CRC Press.

Montgomery, R.J.V. (1996). Group Overviews: Measuring Outcomes in Alzheimer's Disease.

T.S. Radebaugh, N. Buckholtz, and Z. Khachaturian (Eds.), Behavioral Approaches to the

Treatment of Alzheimer's Disease: Research Strategies, (pp. 13-16). Bethesda, Maryland:

National Institute of Nursing Research

Montgomery, R.J.V. (1995). Social Service Utilization. In G.I. Maddox (Ed.), The Encyclopedia

of Aging (pp. 884-887). New York: Springer Publishing Group.

Montgomery, R.J.V. (1995). Marriage. In G.I. Maddox (Ed.), The Encyclopedia of Aging (pp.

604-605). New York: Springer Publishing Group.

Montgomery, R.J.V. (1995). In-Law Relationships. In D. Levinson (Ed.), Encyclopedia of

Marriage and the Family (pp. 388-389). New York: MacMillan.

Montgomery, R.J.V. & Kosloski, K.D. (1995). Respite Revisited: Re-Assessing the Impact. In

P.R. Katz., R.A. Kane & M.D. Mezey (Eds.), Quality Care in Geriatric Settings (Ch. 4). New

York: Springer Publishing Group.

Montgomery, R.J.V. (1995). Examining Respite Care: Promises and Limitations. In R.A. Kane &

J. Dobrof Penrod (Eds.), Family Caregiving in a Caring Society: Policy Perspectives (Ch. 3).

Newbury Park, CA: Sage Publications.

Montgomery, R.J.V., Borgatta, E.F. & Kosloski, K.D. (1994). Social Policy Toward the Older

Worker: Assumptions, Values, and Implications. In H.R. Moody (Ed.), Aging: Concepts and

Controversies (Reading 34). Thousand Oaks, CA: Pine Forge Press. (Originally published as a

book chapter in Bluestone, et al: The Aging Worker in the American Workforce.)

Montgomery, R.J.V. & Kosloski, K.D. (1994). Outcomes of Family Caregiving: Lessons from

the Past and Challenges for the Future. In M.H. Cantor (Ed.), Family Caregiving: Agenda for the

Future. San Francisco, CA: American Society on Aging.

Montgomery, R.J.V. (1993). Valutazione Dell'Autonomia/Dipendenza (Measuring and Assessing

Autonomy and Independence of the Elderly). In C. di Achille Ardigo, E.F. Borgatta, & A.

Gasparini (Eds.), Mutamento Sociale e Societa Anziana (pp. 111-126). Milano, Italy: Franco

Angeli.

Montgomery, R.J.V. (1992). Gender Differences in Patterns of Child-Parent Caregiving

Relationships. In J.W. Dwyer and R.T. Coward (Eds.), Gender, Families, and Elder Care (pp. 65-

83). Newbury Park, CA: Sage.

Montgomery, R.J.V. & Datwyler, M.M. (1992). Women and Men in the Caregiving

Role. In J. Hendricks and Lou Glasse (Eds.), Gender and Aging (pp.59-68). Amityville,

NY: Baywood Publishing Co. (originally published as a review article in Generations)

Montgomery, R.J.V. (1992). Examining Respite: Its Promise and Limits. In M.G. Ory & A.P.

Dunker (Eds.), In-Home Care for Older People (pp. 75-96). Newbury Park, CA: Sage.

Montgomery, R.J.V. (1992). Long-Term Care. In E. F. Borgatta. (Ed.), Encyclopedia of

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Sociology, (pp. 1158-1164). New York: Macmillan.

Montgomery, R.J.V. (1991). Converging and Diverging Roles of Women, Men and Government

in the Care of the Elderly. In R. Crose (Ed.), Proceedings of the 37th Kirpatrick Memorial

Conference. Muncie, IN: Ball State University.

Montgomery, R.J.V. (1991). Filial Responsibility. In E.F. Borgatta (Ed.), Encyclopedia of


Montgomery, R.J.V. (1991). In-Law Relationships. In E.F. Borgatta (Ed.), Encyclopedia of


Kosloski, K.D., Montgomery, R.J.V. & Borgatta, E.F. (1990). Predicting Nursing Home

Utilization: Is This the Best We Can Do? In S. Stahl (Ed.), The Legacy of Longevity, (pp. 186-

200). Newbury Park, CA: Sage.

Bluestone, I.J., Montgomery, R.J.V. & Owen, J.D.M. (Eds.). (1990). The Aging Worker in the

American Workforce. Detroit, MI: Wayne State University Press.

Montgomery, R.J.V., Borgatta, E.F. & Kosloski, K.D. Social Policy toward the Older

Worker: Assumptions, Values, and Implications. (pp. 19-30).

Montgomery, R.J.V., Kosloski, K.D. & Borgatta, E.F. (1990). Service Use and the Caregiving

Experience: Does Alzheimer's Disease Make a Difference? In D.E. Biegel & A. Blum (Eds.),

Aging and Caregiving: Theory, Research, and Policy (pp. 139-159). Newbury Park, CA: Sage.

Montgomery, R.J.V. (1989). Investigating Caregiver Burden. In K.S. Markides and C.L. Cooper

(Eds.), Aging, Stress and Health (pp. 201-218). London: John Wiley & Sons, Ltd.

Montgomery, R.J.V. & Kamo. Y. (1989). Parent Care by Sons and Daughters. In J.A. Mancini

(Ed.), Aging Parents and Adult Children, (pp. 213-230) Lexington, MA: D.C. Heath and Co.

Montgomery, R.J.V. (1988). Family Sociology. In E.F. Borgatta & K. Cook (Eds), The Future of

Sociology, (pp. 105-119). Newbury Park, CA: Sage.

Montgomery, R.J.V. (1988). Respite Services for Family Caregivers. In M.D. Petersen & D.L.

White (Eds.), Health Care for the Elderly: An Information Sourcebook (pp. 382-401). Newbury

Park, CA: Sage.

Montgomery, R.J.V. (1987). National Council on Aging. In G. Maddox (Ed.), Encyclopedia of

Aging (pp.466-467). New York: Springer Publishing Group.

Montgomery, R.J.V. (1987). Social Service Utilization. In G. Maddox (Ed.), Encyclopedia of

Aging, (pp. 630-632). New York: Springer Publishing Group.

Montgomery, R.J.V. (1987). Aging Network. In G. Maddox (Ed.), Encyclopedia of Aging (p.

23). New York: Springer Publishing Group.

Montgomery, R.J.V. (1987). Marriage. In G. Maddox (Ed.), Encyclopedia of Aging (pp. 241-

243). New York: Springer Publishing Group.

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Montgomery, R.J.V. (1987). Medicaid. In G. Maddox (Ed.), Encyclopedia of Aging (p. 423).

New York: Springer Publishing Group.

Montgomery, R.J.V. (1987). Medicare. In G. Maddox (Ed.), Encyclopedia of Aging (p. 424).

New York: Springer Publishing Group.

Montgomery, R.J.V. & Hatch, L.R. (1987). The Feasibility of Volunteers and Families Forming

a Partnership for Caregiving. In T. H. Brubaker (Ed.), Aging, Health, and Family: Long-term

Care, (pp. 143-161). Newbury Park, CA: Sage.

Borgatta, E.F. & Montgomery, R.J.V. (Eds.). (1987). Critical Issues on Aging Policy: Linking

Research and Values. Newbury Park, CA: Sage.

Montgomery, R.J.V., Borgatta, E.F., "Aging Policy and Societal Values," (pp. 7-27).

Montgomery, R.J.V., Hatch, L.R., Pullum, T., Stull, D.E. & Borgatta, E.F.,"Dependency,

Family Extension and Long-Term Care Policy," (pp. 162-177).

Montgomery, R.J.V., Borgatta, E.F., "Values, Costs and Health Care Policy," (pp. 236-252).

Crump, B.J. & Montgomery, R.J.V. (1986). Participant’s Handbook for Family Seminars for

Caregiving. Seattle, WA: University of Washington Press.

Montgomery, R.J.V. & Prothero, J. (Eds.). (1986). Developing Respite Services for the Elderly.

Seattle, WA: University of Washington Press.

Montgomery, R.J.V., "Research on Respite: Beliefs, Facts and Questions." (pp. 18-32).

Montgomery, R.J.V. (1985). Helping Families Help: Family Seminars on Caregiving. Seattle,

WA: University of Washington Press. (Also published under the title: Family Seminars for

Caregiving: Helping Families Help. DHHS Technical Assistance Document, WADC: US

Government Printing Office, 1985).

Articles

Haley, W.E., Ferraro, K.F., & Montgomery, R.J.V. (2012). Is Gerontology Ready for Accreditation?

Gerontology & Geriatrics Education 33(1), 20-38.

Rowe, J.R., Savundranayagam, M.Y., Lang, J. Montgomery, R.J.V., (2011) Characteristics of Creative

Expression Activities: The Links between Creativity, Failure-Free, and Group Process with Levels of Staff-

Participant Engagement and Participant Affect in an Adult Day Center. Activities, Adaptation & Aging 35,

315-330.

Montgomery, R.J.V., Kwak, J., Rowe, J.M. (2011). Advancing social work practice with family caregivers.

Journal of Indian Gerontology 25(4), 553-575.

Montgomery, R.J.V., Kwak, J., Kosloski, K., & O’Connell Valuch, K. (2011). Effects of TCARE ®

Intervention on Caregiver Burden and Depressive Symptoms: Preliminary Findings From a Randomized

Controlled Study. Journal of Gerontology: Psychological Sciences, 66(5), 640-647.

Kwak, J., Montgomery, R.J.V., Kosloski, K., & Lang, J. (2011). The Impact of TCARE ® on Service

Recommendation, Use, and Caregiver Well-being. The Gerontologist, Vol. 51, No. 5, 704–713

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Savundranayagam, M.Y., Montgomery, R.J.V., & Kosloski, K. (2011). A Dimensional Analysis of

Caregiver Burden Among Spouses and Adult Children. The Gerontologist, 51(3), 321-331.

Savundranayagam, M. Y., Montgomery, R. J. V., Kosloski, K., & Little, T. D. (2010). Impact of a

Psychoeducational Program on Three Types of Caregiver Burden Among Spouses. International Journal of

Geriatric Psychiatry, 25(7).

Savundranayagam, M. Y. & Montgomery, R. J. V. (2010). Impact of Role Discrepancies on Caregiver

Burden Among Spouses. Research on Aging, 32(2), 175-199.

Montgomery, R.J.V. & Kosloski, K (2009). Caregiving as a Process of Changing Identity: Implications for

Caregiver Support. Generations, 33 (1), 47-52.

Fritsch, T., Kwak, J., Grant, S., Lang, J., Montgomery, R.J.V., Basting, A.D. (2009). Impact of TimeSlips,

A Creative Expression Intervention Program, on Nursing Home Staff and Residents with Dementia. The

Gerontologist, 49(2), 117-126.

Montoro-Rodríguez, J., Kosloski, K., Kercher, K., Montgomery, R.J.V. (2009) The Impact of Social

Embarrassment on Caregiving Distress in a Multicultural Sample of Caregivers. Journal of Applied

Gerontology, 28(2), 195-217.

Montgomery, R.J.V., Kwak, J. (2008). TCARE: Tailored Caregiver Assessment and Referral: An

Evidence-based Model to Target Services to Caregivers. In American Journal of Nursing 108(9), 54-58.

(Reprinted in Journal of Social Work Education (2008), 44(3), Supplement.)

Dobbs, D. & Montgomery, R.J.V. (2005). Family Satisfaction with Residential Care Provision: A Multi-

level Analysis. Journal of Applied Gerontology, 24(5), 453-474.

Montgomery, R.J.V., Holley, L., Deichert, J. & Kosloski, K. D. (2005). A Profile of Home Care Workers from

the 2000 Census: How it Changes what We Know. The Gerontologist, 45(5), 593-600.

Savundranayagam, M., Hummert, M. & Montgomery, R.J.V. (2005). Investigating the Effects of

Communication Problems on Caregiver Burden. Journals of Gerontology: Social Sciences, 60B(1), S48-

S55.

Montoro-Rodriguez, J., Kosloski K. & Montgomery, R.J.V. (2003). Evaluating a Practice-Oriented

Services Model to Increase the Use of Respite Services Among Minorities and Rural Caregivers. The


Zahn, J. H. & Montgomery, R.J.V. (2003). Gender and Elder Care in China: the Influence of Filial

Piety and Structural Constraints. Gender and Society, 17(2), 209-229.

Montgomery, R.J.V., Karner, T.X. & Kosloski, K.D. (2003). Weighing the Success of a National

Alzheimer’s Disease Service Demonstration. Journal of Aging and Social Policy, 14(3/4), 119-40.

Montgomery, R.J.V. (Ed.) (2002). A New Look at Community-Based Respite Programs: Utilization,

Satisfaction and Development. Home Health Care Services Quarterly, 21(3/4).

Montgomery, R.J.V., Kosloski, K.D., Karner, T.X. & Schaefer, J.P., “Initial Findings from the Evaluation of

the Alzheimer’s Disease Demonstration Grants to States Program,” (pp. 5-32).

Montgomery, R.J.V., Marquis, J., Shaefer, J., & Kosloski, K.D.,“Profiles of Respite Use” (pp.33-

64).

Montgomery, R.J.V., Kosloski, K.D., Schaefer, J., Allwardt, D., & Karner, T.X., “The Role of

Cultural Factors on Clients’ Attitude Toward Caregiving, Perceptions of Service Delivery and

Service Utilization,” (pp. 65-88).

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Montgomery, R.J.V., Starns, M., & Karner, T.X., “Exemplars of Successful Alzheimer’s

Demonstration Projects,” (pp. 141-175).

Sloane, P. D., Mitchell, C. M., Weisman, G., Zimmerman, S., Long Foley, K. M., Calkins, M. L. M.,

Powell Lawton, M., Teresi, J., Grant, L., Lindeman, D. & Montgomery, R. J. V. (2002). The Therapeutic

Environment Screening Survey for Nursing Homes (TESS-NH): An Observational Instrument for

Assessing the Physical Environment of Institutional Settings for Persons with Dementia. Journal of

Gerontology Social Sciences: Psychology, 57(2), S69-S78.

Kosloski, K.D., Montgomery, R.J.V. & Youngbauer, J. (2001). Utilization of Respite Services: A

Comparison of Users, Seekers, and Non-seekers. Journal of Applied Gerontology, 20(1), 111-132.

Miller, B., Townsend, A., Carpenter, E., Montgomery, R.J.V., Stull D. & Young, R.F. (2001). Social

Support and Caregiver Distress: A Replication Analysis. Journal of Gerontology: Social Sciences, 56(4),

S249-S256.

Montgomery, R.J.V. & Williams, K. (2001). Implications of Differential Impacts of Caregiving for the

Future Research on Alzheimer Care. The Journal of Aging and Mental Health, 5(2) (Supplement 1), S23-

S34.

Montgomery, R.J.V. & Kosloski, K.D. (2001). Change, Continuity and Diversity among Caregivers.

Administration on Aging Website:

http://www.aoa.gov/prof/aoaprog/caregiver/careprof/progguidance/background/program_issues/Fin-

Montgomery.pdf

Davis, K.J., Sloane, P.D., Mitchell, C.M., Preisser, J., Grant, L., Hawes, M.C., Linderman, D.,

Montgomery, R.J.V., Long, K., Phillips, C. & Koch-Gary, G. (2000). Specialized Dementia Programs in

Residential Care Settings. Gerontologist, 40(1), 32-42.

Montgomery, R.J.V. (1999). The Family Role in the Context of Long-Term Care. Journal of Aging and

Health, 11(3), 401-434.

Kosloski, K.D., Young, R.F. & Montgomery, R.J.V. (1999). A New Direction for Intervention with

Depressed Caregivers to Alzheimer’s Patients. Family Relations, 48(4), 373-379.

Kosloski, K.D., Montgomery, R.J.V. & Karner, T.X. (1999). Differences in the Perceived Need for

Assistive Services by Culturally Diverse Caregivers of Dementia Patients. Journal of Applied

Gerontology, 18(2), 239-256.

Friedemann, M., Montgomery, R.J.V., Rice, C. & Farrell, L. (1999). Family Involvement in the Nursing

Home. Western Journal of Nursing Research, 21(4), 549-567.

Young, R.P., Kosloski, K.D. & Montgomery, R.J.V. (1998). Psychosocial Factors in Institutionalization of

Alzheimer's Patients. Journal of Clinical Geropsychology, 4, 241-251.

Karner, T.X., Montgomery, R.J.V., Dobbs, D. & Wittmaier, C. (1998). Increasing Staff Satisfaction: The

Impact of SCUs and Family Involvement. Journal of Gerontological Nursing, 24(2), 39-44.

Friedeman, M.L., Montgomery, R.J.V., Maiberger, B. & Smith, A.A. (1997). Family Roles in the Nursing

Home: Nursing Home Practices and Family Expectations. Research in Nursing & Health, 20, 527-538.

Montgomery, R.J.V. & Berg, L. (1997). Metrics of Effectiveness within Alzheimer’s Disease. Alzheimer’s

Disease & Associated Disorders, 11(6), 181-183.

Montgomery, R.J.V. (1996). Advancing Caregiving Research: Weighing Efficacy and Feasibility.

Editorial in Journal of Gerontology: Social Sciences, 51B, 3, S109-S110.

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Montgomery, R.J.V. (1996). Group Overviews: Measuring Outcomes in Alzheimer's Disease.

International Psychogeriatrics, 8 (Supplement 1), 13-16.

Montgomery, R. J.V. (1996). Next Steps for Social and Behavioral Research Related to Alzheimer's Disease

Research. International Psychogeriatrics, 8, 103-107.

Kosloski, K.D. & Montgomery, R.J.V. (1994). The Impact of Respite Use on Nursing Home Placement.


Kosloski, K.D., Datwyler, M. & Montgomery, R.J.V. (1994). Evaluating Retrospective Measures in

Gerontological Research. Research on Aging, 16(4), 389-400.

Kosloski, K. & Montgomery, R.J.V. (1994). Service Use by Family Caregivers of Alzheimer's Patients.

Seminars in Speech and Language, 5(3), 226-235.

Lindeman, D. & Montgomery, R.J.V. (1994). Special Care Unit Research Challenges and Opportunities.

Alzheimer Disease and Associated Disorders, 8(1), S375-S388.

Montgomery, R.J.V. (1994). Family Measures in the Special Care Unit Context. Alzheimer Disease and

Associated Disorders, 8(1), S242-S246.

Kosloski, K. & Montgomery, R.J.V. (1994). Investigating Patterns of Service Use by Families Providing

Care for Dependent Elders. Journal of Aging and Health, 6(1), 17-37.

Montgomery, R.J.V. & Kosloski, K.D. (1994). A Longitudinal Analysis of Nursing Home Placement for

Dependent Elders Cared for by Spouses vs. Adult Children. Journal of Gerontology: Social Studies, 49(2),

S62-S74.

Kosloski, K.D. & Montgomery, R.J.V. (1993). Perceptions of Respite Service as Predictors of Utilization.

Research on Aging, 15(4), 339-413.

Kosloski, K. & Montgomery, R.J.V. (1993). The Effects of Respite on Caregivers of Alzheimer's Patients:

One Year Evaluation of the Michigan Model Respite Programs. The Journal of Applied Gerontology,

12(1), 4-17.

Montgomery, R.J.V. & Hirshorn, B.A. (1991). Current and Future Family Help with Long-Term Care

Needs of the Elderly. Research on Aging, 13(2), 171-204.

Montgomery, R.J.V. (1991). Respite Care. Health Network News, 3(21), 30.

Montgomery, R.J.V. and Datwyler, M.M. (1990). Women and Men in the Caregiving Role. Generations,

14(3), 34-38. (published as a book chapter in Gender and Aging).

Borgatta, E.F., Bulcroft, K., Montgomery, R.J.V. & Bulcroft, R. (1990). Health Promotion over the Life

Course: Strategies for Effective Action: The Historical and Social Context. Research on Aging, 12(3),

373-88.

Montgomery, R.J.V., & Borgatta, E.F. (1989). The Effects of Alternative Support Strategies on Family

Caregiving. The Gerontologist, 29(4), 457-464.

Montgomery, R.J.V., Kosloski, K.D. & Borgatta, E.F. (1988-89). The Influence of Cognitive Impairment

on Service Use and Caregiver Response. The Journal of Applied Social Sciences 13(1), 142-169.

Montgomery, R.J.V. (1988). Respite Care: Lessons from a Controlled Design Study. Health Care

Financing Review Annual Supplement, 133-138.

Montgomery, R.J.V., Seccombe, K., Borgatta, E.F. & Kamo, Y. (1988). A Profile of Alaska's Seniors.

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Research on Aging 10(2), 275-296.

Kamo, Y., Borgatta, E.F., Montgomery, R.J.V. & Seccombe, K. (1988). A Profile of Alaska's Seniors: 2,

Housing and Its Correlates. Research on Aging, 10(4), 517-533.

Montgomery, R.J.V., Borgatta, E.F., Kamo, Y. & Seccombe, K. (1988). A Profile of Alaska's Seniors: 3,

Income, Children, and Health. Research on Aging, 10(4), 534-549.

Montgomery, R.J.V. & Borgatta, E.F. (1986). Plausible Theories and the Development of Scientific

Theory: The Case of Aging Research. Research on Aging, 8(4), 586-608.

Montgomery, R.J.V., Gonyea, J.G. & Hooyman, N. R. (1985). Caregiving and the Experience of

Subjective and Objective Burden. Family Relations, 34(1), 19-26.

Montgomery, R.J.V., Stull, D.E. & Borgatta, E.F. (1985). Measurement and the Analysis of Burden.

Research on Aging, 7(1), 137-152.

Hooyman, N.R., Gonyea, J.G., & Montgomery, R.J.V. (1985). The Impact of In Home Services

Termination on Family Caregivers. The Gerontologist, 25(2), 141-45.

Montgomery, R.J.V. (1984). Teaching Social Gerontology. Teaching Sociology, 11(4), 455-468.

Montgomery, R.J.V. (1984). Services for Families of the Aged: Which Ones Will Work Best? Aging,

347(4), 16-21.

Montgomery, R.J.V., Borgatta, M.L. & Borgatta, E.F. (1983). A Note on the Moderation Concept in the

Life Course. Research on Aging, 5(3), 433-447.

Montgomery, R.J.V. (1983). Staff Family Relations and Institutional Care Policies. Journal of

Gerontological Social Work, 6(1), 25-37.

Borgatta, E.F., Montgomery, R.J.V. & Borgatta, M.L. (1982). Alcohol Use and Abuse, Life Crises, Events,

and the Elderly. Research on Aging, 4(3), 378-408.

Montgomery, R.J.V. (1982). Impact of Institutional Care Policies on Family Integration. The


Montgomery, R.J.V. & McDonald, T.D. (1976). Self-Concept Delinquency: Containment Theory

Reconsidered. Western Sociological Review, 7, 67-78.

REPORTS

Montgomery, R.J.V. (2011). Assessing a Care Management Protocol to Strategically Support Family

Caregivers (Project Number 001141). Final narrative report prepared for the Jacob and Valeria Langeloth

Foundation. Milwaukee, WI: University of Wisconsin—Milwaukee, Office of Applied Gerontology.

Montgomery, R.J.V. (2011). Assessing a protocol to strategically support family caregivers- 2007-2010

(IIRG-07-60123). Final scientific report prepared for the Alzheimer’s Association. Milwaukee, WI:

University of Wisconsin—Milwaukee, Office of Applied Gerontology.

Montgomery, R.J.V., O’Connell Valuch, K., Kwak, J., Lang, J., Rowe, J.M., & Wallendal, M. (2011).

Eldercare Partners Caregiver Coaching Program Final Evaluation Report- May 2011. Prepared for

Eldercare Partners. Milwaukee, WI: University of Wisconsin—Milwaukee, Office of Applied Gerontology.

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Montgomery, R.J.V., Kwak, J., Rowe, J.M., Jacobs, J., Lang, J., O’Connell Valuch, K., & Wallendal, M.

(2010). Improving Options for Persons with Alzheimer’s Disease and Their Caregivers in the State of

Georgia: Tailored Caregiver Assessment and Referral® Project Final Report - July 1, 2007 – March 31,

2010 (Grant Number 90AI0006/01). Prepared for the U.S. Administration on Aging, U.S. Department of

Health and Human Services. Milwaukee, WI: University of Wisconsin—Milwaukee, Office of Applied

Gerontology.

Montgomery, R.J.V., Rowe, J.M., & Kwak, J. (2009). Final Report Georgia Division of Aging Services

Regarding Tailored Caregiver Assessment and Referral ® (TCARESM) Protocol Project- July 1, 2007-

December 31, 2008 (Grant Number 90AI0006/01). Prepared for the U.S. Administration on Aging, U.S.

Department of Health and Human Services. Milwaukee, WI: University of Wisconsin—Milwaukee, Office

of Applied Gerontology.

Montgomery, R.J.V., Kosloski, K., Holley, L., & Deichert, J. (2004). “Addressing the Shortage of

Dementia Capable Workers: Insights and Strategies from the Alzheimer’s Disease Demonstration Grant to

State Program.” Report to the Administration on Aging. University of Wisconsin-Milwaukee: Helen

Bader School of Social Welfare.

Montgomery, R.J.V., Kosloski, K., &. Holley, L. (2003). “Alzheimer’s Disease Demonstration Grant to

States Project” Interim Report to the Administration on Aging. University of Wisconsin-Milwaukee: Helen


Montgomery, R.J.V., Kosloski, K., & Holley.L.. (2003). “Alzheimer’s Disease Demonstration Grant to

States Project” Annual Report to the Administration on Aging. University of Wisconsin-Milwaukee: Helen


Montgomery, R.J.V, Kosloski, K., Karner, T.X., & Schaefer, J. (2001). “Further Analysis and Evaluation

of the Administration on Aging Alzheimer's Demonstration Grant to States.” Lawrence, KS: University of

Kansas: Gerontology Center.

Miller, B., Kosloski, K., Stull, D., Kercher, K., Montgomery, R., Wykle, M., Young, R., & Townsend, A.

(2000). Disentangling the Caregiver Support Process (#RO1-AG15091). Final report prepared for the

National Institute on Aging. Cleveland, OH: Case Western Reserve University Mandel School of Applied

Social Services.

PAPER & POSTER PRESENTATIONS AT SCHOLARLY MEETINGS (2000-Present)

“Creating Change: Implementing TCARE®, A Strategic Process for Serving Family Caregivers.”

Presented with C. Burt, D. Doezema, & H. Hauptman. Presentation at The National Association

of State Units on Aging (in collaboration with Georgia Division of Aging Services) Professional

Conference, Atlanta, GA, September, 2010.

“Risk, Preference, and Choice.” Presentation at Expanding Access to Evidence-Based Programs

for Caregivers a Collaborating Organizations Program of the Rosalynn Carter Institute for

Caregiving at the Annual Conference of the National Council on Aging and the American Society

on Aging. Chicago, IL, March, 2010.

“TCARE and Systems Change.” Presentation at the Annual Conference of the National Council

on Aging and the American society on Aging. Chicago, IL, March, 2010.

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“Mechanisms that Produce Positive Outcomes in Caregiver Interventions: The Role of Identity

Discrepancy.” Paper presented with M.Y. Savundranayagam & K. Kosloski. The Gerontological

Society of America’s 62nd

Annual Scientific Meeting, Atlanta, GA, November, 2009.

“Preliminary Findings from the TCARE National Demonstration.” Paper presented with J.

Kwak, K. O’Connell-Valuch, L. MacBride, J. Lang, K. Kosloski. The Gerontological Society of

America’s 62nd


“Development of TCARE®

and Randomized Trial: Translating Research to Practice.” Paper

presented (with K. Kosloski, M. Brintnall-Peterson, & J. Jacobs. The Gerontological Society of

America’s 62nd


“Biasing Effects of Age and Health on 10-item Short Form of the CES-D.” Poster presented with

K. Kercher & K. Kosloski. The Gerontological Society of America’s 62nd

Annual Scientific

Meeting, Atlanta, GA, November, 2009.

“Examining the Impact of Creative and Traditional Activities on Engagement and Affect between

Older Participants and Long-term Care Staff.” Poster presented with J. Rowe, M.Y.

Savundranayagam, & J. Lang. The Gerontological Society of America’s 62nd

Annual Scientific

Meeting, Atlanta, GA, November, 2009.

“The Impact of Tailored Caregiver Assessment and Referral Process on Caregiver Outcomes:

Findings from a Demonstration Project in the State of Georgia.” Poster presented with J. Rowe, J.

Kwak, C. Burt, Sharon Dickol, & Michael Brondino at The Gerontological Society of America’s

62nd


“Experiences of Burden, Depression, and Uplifts across the Caregiving Journey: Does

Relationship Matter?” Poster presented with M.Y. Savundranayagam. The Gerontological Society

of America’s 62nd


“Assessing a Model that Fosters Aging in Community.” Workshop conducted with J. Lang &

J.Lambert Annual Aging in American Meeting of American Society on Aging and National

Council on Aging, March, 2009.

“Caregiver Assessment and Care Management.” Panelist for Caregiving Special Session at

Annual Meeting of the Council on Social Work Education. Charleston, S.C., October, 2008.

UniCARE: An Assessment Process to Transform Support for Family Caregivers. Workshop

conducted with M. Brintnall-Peterson, M. Bomber, C. Burt Annual Aging in American Meeting

of American Society on Aging and National Council on Aging , Washington, D.C. March, 2008.

“The Development of a Caregiver Assessment Tool: Translating Research into Practice.”

Presentation at The Gerontological Society of America’s 60th Annual Scientific Meeting, San

Francisco, CA. November, 2007.

“Measuring Caregiver Identity and its Association with Caregiver Burden.” Poster presentation

with K. Kosloski) to The Gerontological Society of America’s 60th Annual Scientific Meeting,

San Francisco, CA, November, 2007.

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“The Impact of Creative Activities on Elder Engagement.” Paper presented with J. Rowe & H.L.

Fowell. The Gerontological Society of America’s 60th Annual Scientific Meeting, San Francisco,

CA, November, 2007.

“The Impact of Social Embarrassment on Caregiving Distress in a Multi-Cultural Sample of

Caregivers.” Poster presentation with J. Montoro-Rodriguez & K. Kosloski. The Gerontological

Society of America’s 60th Annual Scientific Meeting, San Francisco, CA, November, 2007.

“Beyond Eligibility: Caregiver Assessment as a Sustaining Device.” Presentation to The

Gerontological Society of America’s 60th Annual Scientific Meeting, San Francisco, CA,

November, 2007.

PRESENTATIONS TO PROFESSIONAL, UNIVERSITY AND COMMUNITY GROUPS (2000-Present)

“TCARE®: A Strategic Process for Serving Family Caregivers.” Presentation at California State University

at San Bernadino. San Bernadino, CA, September, 2011.

“TCARE®: A Protocol for Supporting Family Caregivers of Older Adults & Military Families.”

Presentation at the National Association of Social Workers Wisconsin Chapter Annual Conference 2011.

Madison, WI, September, 2011.

“TCARE®: An Efficient Process to Effectively Support Caregivers.” Presentation at the National

Association of Area Agencies on Aging Annual Conference and Trade Show 2011. Washington, D.C., July

2011.

“TCARE®: Changing Systems to Effectively Support Family Caregivers.” Presentation at the Aging in

America Conference: Annual Conference on the American Society on Aging 2011. San Francisco, CA,

April 2011.

“Supporting Caregivers: When Will We Ever Learn?” Presentation at Helen Bader Foundation Special

Event. Green Bay, WI, February 2011.

“Caregiver Assessment: Engine for Change.” Presentation at the Rosalynn Carter Institute for Caregiving

Summit 2010. Americus, GA, October, 2010.

“Creating Change: Implementing Tailored Caregiver Assessment and Referral (TCARE®)” Presentation at

the 26th

Annual National Home and Community Based Services Conference sponsored by the National

Association of States United for Aging and Disabilities. Atlanta, GA, September, 2010.

“TCARE®: Tailored Caregiver Assessment and Referral.” Presentation at Army Medical Symposium &

Exposition. San Antonio, TX, May, 2010.

“TCARE®: Tailored Caregiver Assessment and Referral.” Presentation at Gerontology Colloquium,

University of Nebraska Omaha. Omaha, NB, March, 2010.

“The Caregiver Identity Change Theory: A Model for Understanding the Caregiving Journey.” Keynote

Address at the 13th

Edna Gates Conference on Alzheimer’s Care. Troy, MI, November, 2009.

“Using TCARE®

as a Strategic Process for Serving Family Caregivers.” Presentation at the 13th

Edna

Gates Conference on Alzheimer’s Care. Troy, MI, November, 2009.

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“TCARE®: Tailored Caregiver Assessment and Referral.” Presentation to Family Care Partnership,

Partners in Care Foundation and the City of Los Angeles Department of Aging. Los Angeles, CA, June,

2009.

“Tailoring Services to Support Family Caregivers.” Workshop conducted at Empowering Communities for

Successful Aging, a State Conference sponsored by the New York State Office for the Aging. Saratoga

Springs, NY, November, 2008.

“Stumbling Blocks and Milestones Along the Caregiving Journey.” Keynote Speaker for 13th Annual

James E. & Bonnie Eckenhoff Lecture. Northwestern University Feinberg School of Medicine. Chicago,

IL, October, 2008.

“Informal Caregiving.” Invited paper presented with Susan Reinhard & Mary Jo Gibson at Academy of

Health Building Bridges Long Term Care Colloquium. Washington D.C., June, 2008.

“UniCARE: An Assessment Process to Transform Support for Family Caregivers.” Presented with M.

Bomber, M. Brintnall-Peterson, C. Burt, and D. Walberg. American Society on Aging Conference.

Washington D.C., March, 2008.

“Re-Thinking Caregiver Support.” Six-hour Workshop for the Bureau of Aging and Disability Resources,

Wisconsin Department of Health and Family Services. Presented with Mary Brintnall-Peterson in five

locations: Green Bay, September 13, 2007; Waukesha, September 14, 2007; Steven’s Point, October 5,

2007; Madison, October 10, 2007.

“Embracing Family Caregivers as Partners in Long-term Care.” Presentation with M. Brintnall- Peterson.

Southeastern Wisconsin Area Agency on Aging. Brookfield, WI, September, 2007.

“Transforming Care Management: An Evidence-Based Approach for Supporting Family Caregivers.”

Presentation to the Washington Association of Area Agencies on Aging. Leavenworth, WA, June, 2007.

“Embracing Family Caregivers as Partners in Long Term Care.” Presentation to Riding the Wave of Long-

Term Care Reform: Finishing the Work We Started 25 Years Ago - Wisconsin Department of Health and

Family Services. Wisconsin Dells, WI, October, 2006.

“Using the Caregiving Identity Theory as a Guide for Delivering Services to Family Caregivers.”

Presentation to the Area Agency on Aging of Western Michigan. Grand Rapids, MI, September, 2006.

“The Choices and Challenges of Families as Partners in Long Term Care.” Presentation to the Helen Bader

Foundation Alzheimer’s and Aging Speaker Series. La Crosse, WI, June, 2006.

“Using the Caregiving Identity Theory as a Guide for Delivering Services to Family Caregivers.”

Presentation to the 20th

Annual State Conference on Alzheimer’s Disease and Related Disorders. Green

Bay, WI, May, 2006.

“Caregiver Assessment Tools.” Presented to Aging & Disability Services Administration/DSHS.

Olympia, WA, May, 2006.

“The League of Experienced Family Caregivers: The Development and Use of Effective Caregiver

Assessment Tools.” Presentation to the Southeastern Wisconsin Alzheimer’s Association 10th

Annual

Conference. Milwaukee, WI, March, 2006.

“Preparing Tools for Assessing and Linking Caregivers to Support.” Presentation to National Advisory

Committee for Linking Experience with Research Project. Milwaukee, WI, January, 2006.

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“Overview of the Caregiver Identity Model.” Presentation at the Changing the Delivery of Family

Caregiver Education conference, UW-Stevens Point, WI, December, 2005.

“Pathways through Caregiving: Embracing the Role.” Presentation to the Alzheimer’s Disease: Annual

Update conference, sponsored by the UW Medical School, Madison, WI, October, 2005.

“Pathways to Caregiving: Embracing the Caregiving Role.” Keynote presentation to the Wisconsin

Gerontology Institute 15th

Annual Aging Well Conference, UW-Parkside, WI, June, 2005.

“Care Management for the Caregiver.” Presentation to National Association of Social Workers- Wisconsin

Chapter, Madison, WI, May, 2005.

“Effective Targeting of Support Services for Family Caregivers.” Presentation to Continuing Care

Coordinators, Milwaukee, WI, May, 2005.

“League of Experienced Family Caregivers: Seeking the Wisdom of Family Caregivers.” Presentation to

Milwaukee Area Retired Teachers Association. Milwaukee, WI, April, 2005.

“Training Behavioral Health Professions to Work with the Elderly.” Presentation to the Center for

Addiction and Behavioral Research, UW-Milwaukee, Transdisciplinary Issues in Behavioral Health:

Research to Practice Symposium, April, 2005.

“League of Experienced Family Caregivers: Seeking the Wisdom of Family Caregivers.” Presentation at

Helen Bader Foundation Alzheimer’s Grantee Conference, Elkhart Lake, WI, April, 2005.

“Pathways to Caregiving: Embracing the Role.” Presentation to National Advisory Committee for Linking

Experience with Research Project, Milwaukee, WI, January, 2005.

“Pathways to Caregiving: An Identity Change Process.” Presentation to Washington State Aging Network,

Seattle, WA, November, 2004.

“The Mystery of Caregiving Revealed.” Presentation to Michigan State Area Agencies on Aging, Grand

Rapids, MI, November, 2004.

“The Caregiver’s Hesitancy to Accept Help.” Presentation at Catholic Charities’ 16th

Annual Lifelong

Adult Wellness Conference, Milwaukee, WI, September, 2004.

“Blueprint for Effective Partnerships.” Presentation to Wisconsin Long-Term Care Workforce Alliance at

summer meeting, Madison, WI, August 2004.

“In Our Hands – Preparing Professionals for an Aging Society.” Presentation for University of Wisconsin-

Milwaukee’s Helen Bader School of Social Welfare 40th

Anniversary Event; 2004.

“Dementia and Diversity: A New Look at Community Based Respite Programs: Utilization, Satisfaction

and Development.” Presentation at the 2004 American Society on Aging/ National Council on Aging Joint

Conference in San Francisco, CA, April, 2004.

“Understanding Caregiver Burden.” Discussion Group. Division of Aging Services. Atlanta and

Savannah, GA, December 2003.

“How Can We Meet the Needs of Family Caregivers?” Brown Bag Seminars in Aging, Center on Age &

Community. University of Wisconsin-Milwaukee. December, 2003.

“Pathways to Caregiving: A theoretical framework to link research to practice.” Presentation to the

Institute of Gerontology at Wayne State University. Detroit, MI, December, 2003.

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“Targeting the Reachable Moment.” Presentation to Milwaukee Aging Consortium. Milwaukee, WI,

November, 2003.

Alpha Delta Mu, Social Work Honor Society Initiation Ceremony. Keynote address. University of

Wisconsin-Milwaukee chapter. November 9, 2003.

And Thou Shalt Honor Caregiver Town Hall Meeting. Sponsored by various members of Milwaukee

Aging Community and UWM Center on Age & Community. Workshop presenter and panelist for future

Milwaukee Public Television broadcast. November 8, 2003.

The Evolving Health Care Technology Conference. The Information Age of Healthcare: From Fail and Fix

to Predict and Prevent. Panel Member. Medical College of Wisconsin, Milwaukee, WI, November 7, 2003.

“UWM’s Role in Aging & Society.” Keynote Address at Helen Bader Foundation Board of Directors

Dinner. Milwaukee, WI, October 27, 2003.

“Effective Targeting of Respite Services.” Presentation at the 4th

International Respite Conference for

Caregivers. ARCH Nat’l Respite Network. Orlando, FL, September 18, 2003.

“Mysteries of Caregiving Revealed.” Keynote Address at the 4th

Annual Caregiver’s Seminar—The

Mystery of Caregiving Revealed¸ Northeastern Illinois Area Agency on Aging Senior Lifestyle Expo.

Chicago, IL, September 2, 2003.

Arthur S. Flemming Lecture. NASUA’s 39th

Annual Membership Meeting. Washington, D.C., June 22,

2003.

“Pathways to Caregiving: Helping Families Embrace the Role”: Presentation at the Wisconsin Aging

Network Training Conference. Wisconsin Rapids, WI, April, 2003.

“The Impact of Family Support Services for Alzheimer Patients on Client Satisfaction with Managed

Care.” Presentation at the 2003 Joint Conference of the National Council on the Aging and the American

Society on Aging. Chicago, IL, March, 2003.

“Care for Caregivers: Reaching Out for Help.” Luncheon Plenary Address at International Conference on

Family Care. Washington D.C., October, 2002.

“Reaching the Serviceable Moment.” Keynote Address at International Conference on Caregiving.

Washington D.C., October, 2002.

“Pathways to Caregiving: Helping Families Embrace the Role.” Keynote address for Annual Caregiver

Conference Rosalynn Carter Institute. Americus, GA, October, 2002.

“Career Caregivers.” Presentation at the 2002 Brookdale Respite Conference. Kansas City, MO, October

2002.

“Meeting the Needs of Family Caregivers.” Mather Life Ways Institute on Aging. Evanston, IL, October

2002.

“Working with Family Caregivers as Partners and Clients.” Keynote Address for 2002 Geriatrics in

Primary Care Conference. Milwaukee, WI, May 2002.

“Family Caregiver Support Programs: Best Practice Models.” Presentation at the Wisconsin Aging

Network Training Conference: The Heritage of the Older Americans’ Act. Madison, WI, April 2002.

“Setting the Context.” Presentation for the Caregiver Assistance Video-Conference sponsored by the New

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York State Coalition for the Aging and the New York State Association of Area Agencies on Aging.

Albany, New York, March, 2002.

“Trends in Caregiving.” Keynote Address for the Aging Summit 2002. San Diego, March, 2002.

“Trends in Caregiving.” Plenary Session: Alaskan Common Ground Conference 3. Anchorage, Alaska,

January, 2002.

“The Role of Women in Long Term Care.” Presentation at the Second Annual Conference Beyond

Medicine: Women's Health and Aging Workshop. Lawrence, KS, October, 2001.

“Barriers to Resources for Rural Caregivers.” Workshop presented at The National Family Caregiver

Support Program: From Enactment to Action. September, 2001.

“What the Aging Network Needs to Know about Family Caregiving.” Keynote Address: Administration

on Aging National Conference: The National Family Caregiver Support Program: From Enactment to

Action. September, 2001.

“Caregiving Career Paths: What Research Tells Us About Caregivers.” Keynote Address at 15th Annual

Elder Rights Conference. Chicago. July, 2001

“Respite Programs Clients Will Use: If you build it right they will come.” Workshop presented at 15th

Annual Elder Rights Conference. Chicago. July, 2001.

“Change, Continuity and Diversity Among -Caregivers” Paper prepared for weeklong list serve exchange

sponsored by the Administration on Aging for key state administrators. January, 2001.

“Designing Evidence-Based Programs and Services to Support Family Caregivers.” Keynote presentation

at the Administration on Aging National Symposium, “Building the Network on Aging Toolkit.” May 23,

2000.

Presentation on Research Program to the Board of Trustees Annual Meeting, Kansas University Center for

Research, Inc., 2000.

“Researching respite: implications for theory and practice” Paper presented to graduate seminar in

Occupational Therapy, University of Kansas Medical Center. Kansas City, March, 2000.

“Profiling Respite Use: An Analysis of Longitudinal Data from a National Demonstration.” Gerontology

Colloquium. March, 2000.

GRANTS & CONTRACTS [complete list available upon request] (2000-Present)

Principal Investigator: “Wounded Warriors Support Program” (aka “TCARE®-Army”). Texas

Agrilife Extension Service, Subaward #626001; Prime Awarding Agency USDA NIFA, Grant

#2009-48702-06080. $744,327.00; 09/01/2009 – 08/31/2012.

Principal Investigator: “PERC TCARE ® Mapping Project,” Michigan Department of

Community Health. Contract # 39-1805963. $19,189; 02/2011 - 09/30/2011.

Principal Investigator: “National Meeting to Foster the Implementation of TCARE®,” Helen

Bader Foundation, Inc. Grant # 13560. $20,000.00; 12/04/2010-04/28/2011.

Principal Investigator: "Assessing a Protocol to Strategically Support Family Caregivers”

Alzheimer’s Association Grant # IIRG-07-60123. $239,999; 10/01/07 – 09/30/10.

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Principal Investigator: “Michigan TCARE Training,” Michigan Office of Services to the Aging

(OSA). Contract # 90AM3002/01. $ 19,745; 04/01/10-09/30/10.

Co-Investigator: “An Interactive Approach to the Development of an Evidenced Based

Curriculum for Family Caregivers – Phase II.” Helen Bader Foundation Grant #12856,

$50,244.10; 01/01/09-6/30/10.

Principal Investigator: “Caregiver Assessment and Nursing Home Diversion: Improving Long-

Term Care.” Georgia Department of Human Services Contract # 427-93-10100409-99.

$15,263.00; 10/01/09 – 03/31/10

Principal Investigator: “Adapting and Expanding the Use of TCARE® in Georgia.” Legacy Link

Grant. $40,000; 6/30/09-12/31/09.

Principal Investigator: “TCARE® Training Project.” Washington State Department of Social

and Health Services Contract # 21091487. $101.467.00; 03/01/09 – 12/31/09.

Principal Investigator: “A Public Health Project to Improve Access to Quality Dementia Care

Services in Underserved Rural Wisconsin Communities.” Wisconsin Partnership for a Healthy

Future, Community-Academic Partnership Fund Collaboration Implementation (Alzheimer’s

Association, South Central Wisconsin Chapter) Grant #06-147-DH. $150,000; 07/01/06 – 12/31/09.

Principal Investigator: “Tailored Caregiver Assessment and Referral (TCARE®) Phase II.”

Michigan Department of Community Health Contract #20092715. $49,500.00; 03/01/09 – 09/30/09.

Principal Investigator: “Georgia- TCARE ADDGS Project (Part 2),” Administration on Aging.

Grant # 427-93-10100409-99. $21,755; 3/16/09-9/30/09.

Principal Investigator: “Georgia-TCARE ADDGS Project (Part 1),” Administration on Aging.

Grant # 427-93-10100409-99. $21,755; 02/01/09-09/30/09.

Principal Investigator: “The National Center for Family Care Initiatives: Strengthening the Capacity

of the Social Work Profession to Support Families Caring for Older Adults,” Hartford Foundation

(via Gerontological Association of America). Subcontract # 20006-0074. $327,475; 01/01/07-12/31/08

Principal Investigator: “Stars Program.” Florida Department of Elder Affairs Contract # XQ717.

$38,220.00; 10/01/07 – 12/31/08.

Principal Investigator: “Alzheimer’s Disease Demonstration Grants to states (ADDGS)

Program.” Georgia Department of Human Services, Administration on Aging Contract # 427-93-

08080941-99. $55,000.00; 08/01/07 – 06/30/08.

Principal Investigator: “Linking Experience with Research to Guide Case Management Practice

with Family Caregivers, Phase II.” Helen Bader Foundation. $118,000; 7/01/06 – 12/31/07.

Principal Investigator: “Alzheimer’s Disease Demonstration Grant to States. Evaluation for

Florida Dept. of Elder Affairs and Development of a Caregiver’s Assessment Tool.” Florida

Dept. of Elder Affairs. $30,000; 9/30/06-6/30/07.

Co-Investigator: “Development of Training Research Institute to Enhance the Capacity of a

Long-term Care Workforce.” DHHS, Administration on Aging. $293,731; 9/1/05-8/31/06.

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Co-investigator: “Time Slips: a Creativity Intervention for Persons with Dementia.” PI: Anne

Basting. Common Wealth Fund. $187,000; 1/03-3/06.

Principal Investigator: “Evaluation, TA, and Consultation regarding the HRSA/AoA: Alzheimer’s

Demonstration Grants to States Program.” (This grant has been extended to cover both the

Managed Care Initiative and additional analysis of the Alzheimer’s Demonstration Grants to States

Program and is now under the auspices of the Administration on Aging). $1,767,657; 7/98-12/03.

Member Program Committee: “Research Training Program in Communication and Aging

Elderly.” PI: Susan Kemper. NIA. $840,000; 4/98-3/03.

Co-Principal Investigator: “Strategies for Household Disbandment.” NIH – Institute on Aging.

PI: Dave Ekerdt. $72,750; 9/01-8/02.

Principal Investigator: “Alzheimer’s Service System Analysis.” HHS – Administration on Aging.

$77,540; 9/01-2/02.

Member Program Committee: “Research Training Program in Communication and Aging

Elderly.” PI: Susan Kemper. NIA. $840,000; 4/98-3/03.

TEACHING ACTIVITIES

Faculty/ Student Mentoring:

2010-Present Institutional Sponsor for Hartford Faculty Scholar Jung Kwak

2008-2011 Institutional Sponsor for Hartford Doctoral Fellow Jeanine Rowe

2009-2010 Chair personnel committee for tenure review for Marie Savundranayagum

2007 -2008 NIH internal faculty mentor for Dr. Marcellus Meritt, Department of Psychology

2006 – 2008 Mentor for Center on Age and Community Post Doc – Jung Kwak

2006 -2008 Institutional Sponsor for Hartford Faculty Scholar Marie Savundranayagum

2006- 2008 National Research Mentor for Hartford Faculty Scholar, Crystal D. Moore, Skidmore College

2004-2006 National Research Mentor for Hartford Faculty Scholar Holly Debelko, Ohio State

Doctoral Committees & Dissertations

2009 – Present Chair, Joshua Lang, Urban Studies Program, UWM

2006-2010 Chair, Jeannine Rowe, Multidisciplinary Committee directed program in Applied

Gerontology, UWM

2006-2008 Member Dissertation Committee, for Laura Funk, Department of Sociology, University

of Victoria, British Columbia

2006-2997` Member Dissertation Committee, Mary Anne, Beckman, School of Education, UWM

2006-2007 Member Dissertation Committee, Eric Grass, Urban Studies Program, UWM

2004- 2008 Member Dissertation Committee, Julie Ellis, School of Nursing, UWM

2007 -2009 Member Dissertation Committee of Nursing, UWM

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2007 - 2008 Stacey Barnes, MGS, Director, Wisconsin Geriatric Education Center

Marquette University School of Dentistry

2000 Chair, Jenny Heying Zhan, Sociology, University of Kansas

1999 Chair, Debra Dobbs, Sociology, University of Kansas

Master’s Theses

2009 Member Thesis Committee, Laura MacBride, Department of Sociology, UWM

2001 Member Thesis Committee, Lisa Hall, Sociology, University of Kansas

2000 Chair Thesis Committee, Jay Schaefer, Sociology, University of Kansas

1999, Member Thesis Committee, Marie Savundranayagam, Gerontology, University of Kansas

Courses Taught

Sociology of Aging, Sociology of the Family, Undergraduate and Graduate Research Methods,

Applied Research and Theory in Gerontology, Family, Aging & Social Policy, Dependency

Across the Life Cycle, Criminology, Cultural Anthropology, Delinquency, Human Community,

Introductory Sociology, Capstone in Applied Gerontology, Family & Long Term Care

OTHER PROFESSIONAL ACTIVITIES

Editorial and Grant Reviewing Activities (Since 2000)

2009- Present Editorial Board. Journal of Aging and Social Policy

2000 -2009 Reviewer for Alzheimer’s Association Grant Applications.

2001 Editor, Special Issue: “A New Look at Respite Programs: Utilization,

Satisfaction and Development.” Home Health Care Quarterly New York:

Hawthorn Press 20, 3/4.

1996-2000 Co-Editor, Encyclopedia of Sociology. NY: MacMillan Publishing

Company.

Consulting Reviewer For:

Aging and Social Policy

Alzheimer Disease and Associated Disorders

Family Relations

The Gerontologist

Health Care Financing Review

Journal of Aging and Health

Journal of Aging and Public Policy

Journal of Aging and Social Policy

Journal of American Medical Association

Journal of Applied Gerontology

Journal of Family Issues

Journal of Gerontology: Social Sciences

Journal of Marriage and Family Relations

R.J.V. Montgomery

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Medical Care

Psychology and Aging

Research on Aging

Sociological Quarterly

Invited Participant at Meeting Sessions

“2010 Next Steps Think Tank: Adult Day Services.” University of Wisconsin-Milwaukee Center

on Age & Community. Milwaukee, WI, October, 2010.

“National Leadership Summit: Building Capacity and Coordinating Support for Family

Caregivers and the Long Term Supports and Services Direct Service Workforce.” Centers of

Medicare and Medicaid Services (CMS) and Community Living Initiative’s Workforce and

Caregiving Workgroup. Washington, DC. September 2010.

Invited Participant/Speaker, “The Alzheimer’s Disease Supportive Services Program Grantee and

Partner Meeting.” Alzheimer’s Disease Supportive Services Program. Arlington, VA. June 2009.

“2008 Think Tank, Partnerships in Aging and Family Caregiving: Getting Innovation into Practice.”

University of Wisconsin-Milwaukee Center on Age & Community. Milwaukee, WI, 2008.

“Creative Expression and Dementia Care: Moving Forward in Research.” University of

Wisconsin-Milwaukee Center on Age & Community. Milwaukee, WI. June, 2006.

BOARD AND COMMITTEE MEMBERSHIPS

2007- Present Editorial Board, Journal of Aging & Social Policy

2000- Present Member, Rosalynn Carter Institute: Expert Panel on Caregiving Across the Life Span

2000- Present Member, Advisory Board, National Caregiver Support Program, Administration

on Aging

2006-2008 Member, Prevention Research Work Group, CDC Initiative Public Health Plan to

Address Healthy Brain Issues.

2005- 2007 Member, BSS Section Distinguished Career Award Subcommittee,

Gerontological Society of America. (Chair 2007)

2004-2006 National Research Mentor, Hartford Geriatric Social Work Program

Signature Date

__________________________________________________ _____________________

Rhonda J. V. Montgomery

rhonda jean voigt montgomery · 2010 – recipient of rosalynn carter institute award for...

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