July 26-29, NC Health Care Facilities Association. Marriott Resort at Grande Dunes Costa Verde Drive. Myrtle Beach, SC 29572

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1 July 26-29, 2011 NC Health Care Facilities Association Mid-Year Meeting Marriott Resort at Grande Dunes 8400 Costa Verde Drive Myrtle Beach, SC 29572

2 Tuesday, July 26 2:00 pm - 6:00 pm Registration Participants may obtain their convention materials and name badges during this period. On-site registrations may be made at this time. Regulatory, Legislative, and Reimbursement Update 3:00 pm - 6:00 pm This session will give attendees an opportunity to learn the latest on regulatory, legislative, and reimbursement information affecting skilled nursing facilities. Polly Welsh, NCHCFA Executive Vice President, will provide an update on survey (traditional and QIS) outcomes and data, MDS 3.0, progress of the Government Performance Results Act (GPRA) goals, medication error reporting, and Just Culture's growth in North Carolina. In addition, Kristi Huff, NCHCFA Director of Government Affairs, will provide a summary of the 2011 legislative session. Sam Clark, NCHCFA Director of Finance, will also discuss recent and upcoming changes in Medicaid and Medicare and other items directly related to the reimbursement of skilled nursing facilities. 6:15 pm - 7:15 pm Welcoming Reception Kick off this year's Mid-Year Meeting with complimentary light hors d'oeuvres and cocktails. Enjoy the sound of steel drums while you reconnect with colleagues after a long drive or before you go out for the evening. This reception is included with your registration. Wednesday, July 27 8:30 am - 2:00 pm Registration Participants may obtain their convention materials and name badges during this period. On-site registrations may be made at this time. Legal Soup Join Kenneth Burgess and Kristi Huff for an informative update on current legal and policy issues affecting skilled nursing facilities. Topics include: the reporting of suspected crimes, the role of authorized agents in communicating controlled substance prescriptions to physicians, NC criminal background check requirements, end of life issues including the MOST form, information regarding the collection of civil monetary penalties and new federal escrow requirements, and a survey process and appeal update. Rekindling the Fire When You Are Down to a Pilot Light 11:15 am - 1:15 pm Sometimes the pressures of modern living can take the wind right out of your sails, and often times we feel the fires of our enthusiasm burning low. The demands of a faster-paced life style, work environments marked by accelerating changes, and the constant challenge to accomplish more with less have a way of wearing us down. In this presentation, Jack McCall will teach us how to rediscover our truest sources of motivation, reassess current positions, and recharge our batteries. Along the way, he will also show us how to recapture the magic of laughter.

It s spectacular layout, a Roger Rulewich Group design, is positioned on a high bluff creating a spectacular view of the Intracoastal Waterway, Grande Dunes Marina resort, and the Marina Inn at

3 Wednesday, July 27 12:00 noon NCHCFA Golf Tournament Don't miss the chance to tee off at the Grande Dunes Golf Course in Myrtle Beach. The Grande Dunes was recently named the National Golf Course of the Year by the National Golf Course Owners Association of America. It s spectacular layout, a Roger Rulewich Group design, is positioned on a high bluff creating a spectacular view of the Intracoastal Waterway, Grande Dunes Marina resort, and the Marina Inn at Grande Dunes. This Myrtle Beach golf course is known for its superior linksstyle design, which offers expansive Bermuda grass fairways with subtle undulations onto large, modestly contoured L-93 bentgrass greens. Golfers are responsible for green fees, lunch, and cart rental. Tournament sponsors will provide snacks, beverages, and prizes for the winners of the tournament. Those interested in playing in the tournament must complete the enclosed form. Space is limited, so sign up today! Chairman's Reception- Calling all Parrot Heads! Margaritaville Café in the Conch Republic 7:00 pm - 9:30 pm Calling all Parrot Heads! Diane Packard and the Board of Directors invite you to the Margaritaville Café in the Conch Republic to enjoy a Sovereign State of Mind! You do not have to have a Pencil Thin Mustache or be a Brown Eyed Girl to enjoy this evening filled with Changes in Latitude & Changes in Attitude. Come dressed as a Parrot Head and waste away on island time. The best dressed male and female will win a great prize. Just make sure you don't step on a pop top and blow out your flip flop during the annual hula hoop contest. The male and female champion will be crowned. Enjoy a Cheeseburger in Paradise and Boat Drinks with friends and colleagues and be entertained by the Coconut Groove Band! Sing along to your favorite Jimmy Buffett songs and many more as they perform classics from every genre of music. To meet in this One Particular Harbour, please check the appropriate box on the registration form. A buffet filled with islander favorites will be served. The cost of this reception is included with your registration.

Thursday, July 28 The Past, Present, and Future of the Quality Indicator Survey (QIS) The Quality Indicator Survey (QIS) has been implemented for over 80% of standard surveys in North Carolina.

4 Thursday, July 28 The Past, Present, and Future of the Quality Indicator Survey (QIS) The Quality Indicator Survey (QIS) has been implemented for over 80% of standard surveys in North Carolina. Cindy DePorter, Branch Manager Quality Evaluative Systems, North Carolina Division of Health Service Regulation, who has implemented QIS in our state, will update participants on the changes applied since the inception of the QIS, new uses of the QIS that are currently underway, as well as CMS's future plans for the QIS. Cindy will also discuss outcomes noted from the QIS in comparison to the traditional survey. This session is intended to be informative but not highly technical nor procedural. Calamity-Free Collaboration: Making Teamwork WORK! 11:15 am - 1:15 pm This lively session is a refresher on the benefits of teamwork. You'll leave with practical tools that you can use to get and keep your staff working well together. Joanne Smikle will identify components of successful collaboration, leadership communication techniques that promote engagement, and methods for getting staff excited about being part of the most noble profession in the world, long term care. There are tips and techniques that will help you lead your team to maximum productivity. The session is enhanced by case studies drawn from long term care settings. You will also have the opportunity to assess your current team environment and sketch action plans for reaching optimal team performance. 2:30 pm NCHCFA Volleyball Tournament and Day at the Beach Join your colleagues on the beach for an afternoon of fun! Represent your district in the NCHCFA Volleyball Tournament. Challenge the NCHCFA staff and Board of Directors in the quest for the Chairman's Cup. NCHCFA Trade Associate Members are last year's champion! Will they be able to defend their title? If you are not set on volleyball, get a team together for the Sand Castle contest or a friendly game of horseshoes. Sponsors will provide snacks, beverages, and prizes throughout the day. Friday, July 29 You're Trying My Patients: Putting a LEASH Around Difficult Situations Service recovery is extremely important when you're dealing with the stressful environment of healthcare today. Without key strategies in place, organizations will struggle with patient satisfaction challenges. In this dynamic training session, Chris Thrash highlights the five major steps for dealing with difficult situations that arise with patients, family members and co-workers: Listen, Empathize, Ask, Say, and Help. This creative, high energy session teaches practical, immediate steps to help staff members deal more effectively with difficult patients, family members, physicians, and coworkers.

5 Important Information Please contact Denise Jenkins at the Association office at (919) or if you have any special needs such as special diet requirements, etc. All educational sessions are subject to time, topic and/or speaker changes, if necessary. Changes will be noted in the weekly Mid-Year Meeting updates. For the comfort and health of all participants, smoking is not permitted in any of the sessions or immediately outside of the meeting rooms. Please utilize designated smoking areas. We also request that all cell phones be turned off during the presentations. Room temperatures are difficult to regulate in large settings so please bring a sweater if you are cold natured. CEU INFORMATION NC nursing home administrators can earn up to 12.5 hours of continuing education for all educational sessions. The North Carolina Health Care Facilities Association is a Registered Sponsor of continuing education with the NC State Board of Examiners for Nursing Home Administrators. Comments regarding the Registered Sponsor Course may be addressed to: NCBENHA, 3733 National Drive, Suite 110, Raleigh, NC NCHCFA will issue a certificate for up to 12.5 education contact hours for nurses. REGISTRATION INFORMATION NCHCFA members should note that there is a reduced registration fee for registration forms received in the Association office on or before Friday, July 8, Registration forms received after this date, or at the door will be charged a higher registration fee. PLEASE REGISTER EARLY! For more information, call NCHCFA at (919) CANCELLATION POLICIES Mid-Year Meeting registration fees will be fully reimbursed for written cancellations made on or before Friday, July 8, There will be a 50 percent processing fee for all cancellations made after Friday, July 8, 2011, but received on or before Friday, July 15, No refunds will be available for cancellations made after Friday, July 15, HOTEL RESERVATIONS Call the Marriott Resort at Grande Dunes today at (800) to reserve your overnight room. Identify yourself as a NCHCFA Convention attendee. To make your reservation on-line, visit Please note that when our room block is full, rooms will be on a first come, first served basis at prevailing published rates. ATTIRE Dress for the Mid-Year Meeting is business casual. During the Chairman s Reception, come dressed as a Parrot Head and win a great prize! DIRECTIONS For complete directions visit

6 Mid-Year Meeting Faculty Kenneth Burgess is a long term care attorney and consultant advising clients on a wide variety of legal planning issues arising in the skilled nursing facility setting, assisted living setting, and other spheres of long term care. He is a frequent national lecturer and author of industry manuals, national trade journal magazine articles and similar training tools. Mr. Burgess serves his clients by focusing on legal issues impacting the long term care and health services sector. He received a BA from the University of North Carolina, and graduated cum laude from Campbell University, JD. In addition, Mr. Burgess advises skilled nursing facilities, assisted living communities, and related long term care vendors on licensure, certification, survey, fraud and abuse, operations, risk management, certificate of need and business issues. Sam Clark is the Director of Finance for NCHCFA. Sam's primary responsibility is advocacy and representation before all governmental bodies on issues related to reimbursement of nursing facility services. Sam holds a Bachelors degree and a Masters degree in Business Administration. He is also licensed as a Certified Public Accountant in both Kansas and North Carolina. Immediately before joining the Association staff, Sam was employed as a Senior Auditor with Myers and Stauffer, PLLC, where he performed and oversaw cost report audits of various health care entities, including hospitals, nursing facilities, and ICF/MRs. Sam's professional history also includes working in an acute care hospital and an outpatient mental health facility. Cindy DePorter, MSSW, has been Branch Manager, Quality Evaluative Systems, with the Department of Health Service Regulation since She surveyed for three years and then took the training coordinators position in She is responsible for all MDS's and OASIS transmission for the state of North Carolina. Considered an expert on the federal regulations in North Carolina, she is responsible for providing training on new federal regulations, protocols, etc. for the state. Kristi Huff is the Director of Government Affairs. Kristi is NCHCFA's advocate before the North Carolina General Assembly, state agencies, and the U.S. Congress. She monitors all legislative issues that will have an impact on North Carolina's skilled nursing facilities. In addition to this work, Kristi also manages NCHCFA's political action committee (PAC) and grassroots advocacy program. She received her Bachelor of Arts from the University of Richmond and her law degree from The Catholic University of America, Columbus School of Law. Prior to joining NCHCFA, Kristi worked in the Public Policy Department at Regence BlueShield in Seattle, WA and for Reed Smith LLP in Washington, D.C. where she represented health care providers, including nursing homes, on reimbursement, fraud and abuse, and other legal matters. She also worked for two years in the U.S. House of Representatives, Energy and Commerce Committee, as a health care legislative clerk. Jack McCall has been entertaining and inspiring audiences for over twenty years. A farm boy who grew up in the hills and river bottoms of middle Tennessee, Jack brings memories to life as he weaves his unique style of humor into each story that he tells. His humor is crisp and clean, and he never creates laughter at the expense of his audience. Best of all, Jack's stories find their roots in some of life's most valuable lessons. Audiences appreciate his unique ability to translate proven business concepts into user-friendly tools and ideas that can easily be applied to the workplace and everyday life. Through his unique gift, he challenges the mind and touches the heart as well.

7 Joanne L. Smikle is a respected consultant, author, and speaker. She devises practical strategies that promote sustained change in the culture of long term care facilities while enhancing performance and productivity at all levels. She helps her clients build the competencies required to deliver exceptional patient care, family satisfaction, and lasting corporate success. An expert in leadership development and collaboration, Joanne has spent the past several years helping healthcare organizations reach their maximum potential. She has provided consulting and educational services to many organizations. Joanne uses the market intelligence gained through research-based consulting to create captivating keynotes for corporations and associations. She facilitates retreats, workshops, and educational experiences. Chris Thrash, with over 25 years of healthcare experience, founded his company in 1999 to assist hospitals, both nationally and internationally, reach their highest potential in patient, employee, and physician satisfaction. Chris has a proven track record in providing hospitals and healthcare systems with clear plans and practical approaches that dramatically improve the financial bottom line, quality outcomes, and community perception by focusing on the service experience. Chris is an award winning speaker, author, and consultant who specializes in creating service culture excellence. Each year, over 100,000 people hear Chris speak at conferences and leadership retreats. He holds his Masters in Healthcare Administration. Chris provides clients with creative consulting and training solutions that deliver successful outcomes in achieving and maintaining dynamic customer experiences, high patient satisfaction, and strong employee engagement. Encouraging, inspirational, and humorous, he moves his audiences to both laughter and tears as he touches on the everyday challenges of creating exceptional service experiences. His unique style and personalized approach, combined with his humorous, high-energy and inspirational messages, are just some of the reasons organizations ask him back year after year! Polly Welsh is NCHCFA's Executive Vice President. Polly is responsible for all regulatory systems pertaining to long term care, including monitoring and interpretation of regulatory activity. Polly is the Chair of the American Health Care Association's (AHCA) Affiliate Regulatory Policy Task Force. She is the staff representative for the Medical Care Commission, the Regulatory Focus Bulletin (RFB) partnership with the Division of Health Service Regulation, the Medication Technician/Health Care Personnel Registry/NA Registry, and NCHCFA's Council on Provider Relations. In the areas of quality initiatives, Polly is the staff liaison to the Centers for Medicare & Medicaid's (CMS) Quality Improvement Organization (QIO), NC New Organization Vision Award (NOVA) special licensure designation, and NCHCFA's Standards and Ethics Committee, as well as the Advancing Excellence national quality initiative. She also serves on the NC Institute of Medicine's (IOM) Quality LTC task force and is on the Editorial Board for the North Carolina Medical Journal. Polly serves on many advisory committees, task forces, and other government policy collaboratives with the Division of Health Service Regulation, the Division of Medical Assistance, the Division of Aging, the Division of Mental Health within the Department of Health and Human Services. Polly develops and conducts statewide educational sessions on clinical, quality, and regulatory issues. Polly is a Registered Nurse and is Certified in Gerontological Nursing by the American Nurses Credentialing Center. She received her Bachelor of Science in Health Occupations Education from NC State University. Prior to joining the Association, she worked as Assistant Branch Head for the Medical Review Branch and as the Training Coordinator for the Medicare/Medicaid Certification Section at the Division of Facility Services. Prior to her work at DFS, Polly worked as a staff nurse and in nursing administration in both acute and long term care facilities.

8 Schedule at a Glance TUESDAY, JULY 26 Registration 2:00 pm - 6:00 pm Regulatory, Legislative, and Reimbursement Update 3:00 pm - 6:00 pm Welcoming Reception 6:15 pm - 7:15 pm WEDNESDAY, JULY 27 Registration 8:30 am - 2:00 pm Legal Soup Rekindling the Fire When You Are Down to a Pilot Light 11:15 am - 1:15 pm Golf Tournament 12:00 noon Chairman's Reception - Calling all Parrot Heads! Margaritaville Café in the Conch Republic 7:00 pm - 9:30 pm THURSDAY, JULY 28 The Past, Present, and Future of the Quality Indicator Survey (QIS) Calamity-Free Collaboration: Making Teamwork WORK! 11:15 am - 1:15 pm NCHCFA Volleyball Tournament and Day at the Beach 2:30 pm Evening on your own FRIDAY, JULY 29 You're Trying My Patients: Putting a LEASH Around Difficult Situations

9 Registration Form July 26-29, 2011 Marriott Grande Dunes Resort, Myrtle Beach, SC Please read and complete this form. Return to the Association office before Friday, July 8, 2011 by fax at (919) or by mailing to 5109 Bur Oak Circle, Raleigh, NC FACILITY/CORPORATE OFFICE ADDRESS CITY/STATE/ZIP PHONE Please list the first and last names, as they should appear on badges. Check each event you plan to attend. If you are playing golf, or participating in the NCHCFA Day at the Beach, be sure to complete and return the appropriate form. Please note the Welcoming Reception, Chairman s Reception, and NCHCFA Day at the Beach, is all included in your registration fee. Welcoming Reception Included in Registration Fee Chairman's Reception - Calling all Parrot Heads! Margaritaville Café in the Conch Republic Included in Registration Fee Golf Tournament $102.00/Includes green fee, cart rental, practice balls & lunch (See accompanying form) NCHCFA Volleyball Tournament and Day at the Beach-Included in Registration Fee (See accompanying form) Regulatory, Legislative, and Reimbursement Update Legal Soup Rekindling the Fire When You Are Down to a Pilot Light The Past, Present, and Future of the Quality Indicator Survey (QIS) Calamity-Free Collaboration: Making Teamwork WORK! A B C D E F G H I J You're Trying My Patients: Putting a LEASH Around Difficult Situations List Full Names of Guests Below Guest registration includes entrance to the Welcoming Reception, Chairman s Reception, and NCHCFA Day at the Beach. SPECIAL EVENT TOTAL $ Payment Options Qty Check Enclosed ADVANCE REGISTRATION RECEIVED ON/BEFORE 7/08/11 $485 EACH $ RECEIVED AFTER 7/08/11 $500 EACH $ Please Invoice (members only) GUEST REGISTRATION $100 EACH $ NON-MEMBER REGISTRATION $970 EACH $ TOTAL $

10 NCHCFA Mid - Year Meeting Marriott Grande Dunes Resort Myrtle Beach, SC July 26-29, 2011 NCHCFA Golf Tournament The 2011 golf tournament format is Captain s Choice and will be held at Grande Dunes Golf Course on Wednesday, July 27 th. Tee times will begin at 12:00 noon. The Association will honor requested groupings when possible; however, late registrations will be filled on a space availability basis. Individual prizes will be given for 1 st and 2 nd place teams. Specialty prizes will also be awarded for longest drive and closest to the pin. Tournament sponsors will provide prizes, as well as snacks and beverages throughout the tournament. The golf tournament registration fee is $102, and includes green fee, cart rental, practice balls, and lunch. The fee must be included in your total on the registration form. Important tournament cancellation information: Please note that the guarantee of tournament players is required 15 days prior to the golf tournament. This is the policy of the Grande Dunes Golf Course. No refunds will be available for cancellations made after Monday, July 11 th. We apologize for any inconvenience. Name Handicap Desired Group Members Handicaps ***If you will be attending the 11:15 am educational session and prefer a later tee time (if available), please check here

11 NCHCFA Mid - Year Meeting Hilton Myrtle Beach Resort Myrtle Beach, SC July 26-29, 2011 NCHCFA Volleyball Tournament and Day at the Beach Are you ready for a day of fun? The games will begin promptly at 2:30 pm on Thursday, July 28 th on the beach at the Marriott Grande Dunes Resort! If you are interested in the Volleyball Tournament or team Sand Castle contest, please register below so that we can make proper arrangements prior to the meeting. Teams will be assigned by the following categories: Trade Associate member, facility district, and NCHCFA Board of Directors. If you work in a regional corporate office, please select a district in your region! Volleyball Tournament-Quest for the Chairman s Cup Name Team Category Sand Castle Contest Name Team Category Team assignments will be available at the NCHCFA registration desk on Tuesday, July 26 th. Any necessary changes can be made on-site. Sponsors will provide prizes, snacks and beverages! Meet us on the beach for a day of fun.

North Carolina Health Care Facilities Association Presents

North Carolina Health Care Facilities Association Presents Requirements of Participation Phase 2 & The New Survey Process Presented By: Cindy Deporter, MSSW, State Agency Director, Division of Health Service