Education. May 1-2, 2013 Holiday Inn. Opening presentations. Leadership and Dennis Smith, CEO

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1 U.P. Education Conference May 1-2, 2013 Holiday Inn Marquette Proudly Presented By: Health Care Association of Michigan & Michigan Center For Assisted Living Highlights Opening presentations from HCAM Leadership and Dennis Smith, CEO of the U.P. Health Plan Opportunity to earn up to 12.5 continuing education contact hours 2 full days of education for both long term care and assisted living professionals Enjoy Happy Hour featuring a HOSTED bar & appetizers

2 Wednesday, MaY 1 Time Program/Event 8:00-9:00 AM Registration, Continental Breakfast & Networking 9:00-9:30 Michigan Perspective of Health Systems/Plans 9:30-10:30 The U.P. Managed Care Model 10:40-11:40 Concurrent Breakout Sessions: Health Professional Recovery Program - Protecting the Public...Saving Lives...Saving Careers Administrator & U.P. Health Plan Forum Person-Centered Thinking in LTC 11:40-12:40 Provided Networking Luncheon 12:45-1:45 Concurrent Breakout Sessions: Reducing Liability from Whistleblowers State of the Survey: Updates from CMS Part 1 Integrating Person-Centered Planning Core Values & Essential Elements into Practice 1:55-2:55 Concurrent Breakout Sessions: Personnel Records - What Do I Legally Need to Retain & What Should Be Put Into a Personnel File State of the Survey: Updates from CMS Part 2 Person-Centered & Personal Awareness 3:05-4:05 Concurrent Breakout Sessions: Corporate Compliance & Ethics Committee: Part 1 Public Policy Update The Person-Centered Conversation 4:15-5:15 Concurrent Breakout Sessions: Corporate Compliance & Ethics Committee: Part 2 Reimbursement Update for Medicare & Medicaid A Person-Centered Culture Transformation 5:15-6:30 PM Happy Hour Welcome This year s U.P. Education Conference will feature quality, in-depth education on a variety of the profession s most urgent and emergent issues presented by some of the most elite and highly respected industry subject matter experts. Purpose To elevate the management and standards of long-term care and assisted living center operations through quality, industry-specific education that will enable participants to demonstrate enhanced leadership, regulatory compliance and clinical care to promote optimal resident outcomes. Target Audience This conference is designed for long-term care and assisted living leadership including center/facility owners, corporate-level management and directors, administrators, directors of nursing, nursing personnel and other interdisciplinary team members. Happy Hour Enjoy networking with colleagues and associate partners during this annual social event. This year s happy hour will feature a HOSTED bar and heavy appetizers. Time Thursday, MaY 2 Program/Event 8:00-9:00 AM Registration, Continental Breakfast & Networking 9:00-10:00 Labor & Employment Law Update 10:10-11:10 Concurrent Breakout Sessions: Health Care Cyber Liability The Advancing Excellence Campaign: Making Your Membership Work for You The AHCA/NCAL Quality Initiative for Assisted Living: Part 1 11:20-12:20 Concurrent Breakout Sessions: Infection Control: Do I Need this Antibiotic? Person-Centered Progress in Michigan: One Vision: Moving Forward The AHCA/NCAL Quality Initiative for Assisted Living: Part 2 12:25-1:25 Provided Networking Luncheon 1:30-2:30 Concurrent Breakout Sessions: 2012 Beers Criteria Legalities of Social Media Workplace Safety: Accident Investigation 2:40-3:40 Concurrent Breakout Sessions: Working with Managed Care Providers The Basics of Falls Prevention Workplace Safety: Ergonomics 3:50-4:50 Concurrent Breakout Sessions: Coaching Supervision: The Key to a Healthy Organizational Culture Michigan Nursing Home Collaborative to Improve Pain Management Assisted Living Update Contact Hours This year s conference will provide participants the opportunity to earn up to 12.5 nurse contact hours. HCAM is an approved provider of continuing nursing education by the Wisconsin Nurses Association, an accredited approver by the American Nurses Credentialing Center s Commission on Accreditation. Up to 12.5 contact hours will also be provided for: Licensed Nursing Home Administrators Adult Foster Care Licensee/Administrators Certified Assisted Living Directors Social Workers Activity Professionals Lodging Once you have registered for the U.P. Education Conference, please secure your hotel reservation directly with the Holiday Inn in Marquette by calling (906) A block of rooms has been reserved for conference registrants at the rate of $65 per night, plus applicable taxes. Please be sure to reference group code CAM when making your reservation. The Holiday Inn is located at 1951 U.S. 41 West, Marquette, MI

3 Thank You! HCAM & MCAL Would Like to Thank our Wonderful PreseNTers for making OUR conference amazing! Their generous support has enabled us to provide unprecedented education to the U.P. Pat Anderson, MPA, BA Health Care Association of Michigan Karen Berkery, JD, BA The Kitch Firm Terry Bonnette, JD, MS, BS Nemeth Burwell, P.C. Victoria Burlew, ADN, LNHA Lebenbom & Rothman, P.C. Susan Bushong, BA, LBSW LARA, BHCS, State of Michigan Judith Caroselli, RN, LNHA ProSure Fund Cean Eppelheimer, BS, CDP PHI Midwest Victoria Fabbo, AAI, CAWC Voss Insurance Services Mark Jackson, MD Michigan Medical Directors Association David LaLumia, MSW, BA Health Care Association of Michigan Linda Lawther, MA, BA, LNHA, CALD Michigan Center for Assisted Living Yvette McKenzie, BSN, RN MPRO Andrew Rothman, JD, BA Lebenbom & Rothman, P.C. Lindsay Schwartz, PhD, BS National Center for Assisted Living Dennis Smith, BS Upper Peninsula Health Plan Stacey Starling, PhD, MTD Starling Center for Organizational Development Audrey Stob, RN, CPHQ MPRO

4 Keynote Sessions Michigan Perspective of Health Systems/Plans DAVID LALUMIA, MSW, BA & PAT ANDERSON, MPA, BA, Health Care Association of Michigan Michigan continues to see a growing enrollment is managed care programs for Medicare and Medicaid services including both Medicare Advantage and Medicaid Health Plans. This presentation will provide nursing facilities with an overview on how to engage and meet the requirements of these managed care organizations; assisted living professionals will better understand what information residents will need to make informed health care decisions. Successful collaboration with Integrated Care Organizations will also be addressed. The U.P. Managed Care Model DENNIS SMITH, BS, Upper Peninsula Health Plan Dennis Smith, Executive Director of the U.P. Health Plan, will provide participants with an overview of the integration of managed care from the perspective of the health plans. Mr. Smith will also describe the systems that providers will need to develop to ensure successful partnerships with Integrated Care Organizations (ICOs) and an examination of HCAM Region V s participation in the CMS Integrated Care Pilot. This session will provide assisted living professionals an overview of what residents will need to know to navigate a managed care environment for health care services delivered. Both skilled nursing and assisted living participants will not want to miss this informative presentation. Labor & Employment Law Update TERRY BONNETTE, JD, BS, MS, Nemeth Burwell P.C. Each year federal and state administrative agencies, courts, and legislatures alter labor and employment law through their agendas, opinions, and actions. What changes do you need to know about to remain compliant in 2013? Education Sessions Health Professional Recovery Program - Protecting the Public...Saving Lives...Saving Careers Susan Bushong, BA, LBSW In this session, we will discuss the Health Professional Recovery Program including resources for licensed health care professionals with abuse and/or mental health disorders. We will discuss intervention options and reporting requirements as indicated in the Public Health Code. We will also examine the Recovery Monitoring Agreement and Safety to Practice. Administrator & U.P. Health Plan Interactive Forum Dennis Smith, BS Through interactive discussion with health care providers, Dennis Smith, Executive Director of the U.P. Health Plan will provide valuable insight in regards to what and how health plans will evaluate providers, how they will gauge or measure quality and how they foresee the role of the case manager. Both skilled nursing and assisted living participants will have the opportunity to discuss these important perspectives and issues, ask questions to stimulate discussion and to share best practices. Person-Centered Thinking in Long Term Care Stacey Starling, PhD, MTD A Person-Centered approach is a cultural shift from the traditional medical model to incorporate more individualized and inclusive approaches to care and service. In application, a person-centered approach leverages strengths, develops capacities, and focuses on both the process of health management and the desired outcomes. This session will explore the sociological and psychological roots of the person-centered perspective and it s application in practice at the point of service within a skilled nursing and/or assisted living environment. Moreover, learn to distinguish the nuances of the person-centered approaches across the LTC continuum. Reducing Liability from Whistleblowers Karen Berkery, JD, BA Whistleblower lawsuits are on the rise. Learn how to identify your potential liability and reduce your risk as a skilled nursing or assisted living provider. State of the Survey: Updates from CMS Part 1 Vickie Burlew, ADN, LNHA CMS is rapidly changing the survey process from a punitive record review to an objective review of outcomes. The focus is resident-centered based heavily on interviews and observations that are then supported by records. In this spirit they revised several Federal requirements effective November 30, This session discusses those changes to the survey process and the changes to Advanced Directives and the addition of End-of-Life standards. Integrating Person-Centered Planning Core Values & Essential Elements into Practice Stacey Starling, PhD, MTD In this session, skilled nursing and assisted living participants will discover the PCP core values and essential elements (as adopted by the Department of Community Health, 2009) in action at the point of service within a skilled nursing environment; and modeled through actions of leadership. Participants also discover and examine their own embedded biases and how those biases are played out when interacting with the people during an exchange of care and service. The session also provides the opportunity to examine aspects of power and privilege held by people (clinicians) in organizations and how a misuse of clinician-as-expert can rob customers/individuals of their rights to respect and decision-making about their own lives, thus potentially resulting in poor clinical outcomes. Personnel Records - What Do I Legally Need to Retain & What Should Be Put Into a Personnel File Karen Berkery, JD, BA As an employer, both skilled nursing and assisted living management are responsible for personnel records, desk files, supervisor files and record retention requirements stemming from State and Federal laws. Learn what you need to keep and where to keep it!

5 State of the Survey: Updates from CMS Part 2 Vickie Burlew, ADN, LNHA CMS is also focusing the survey process from individual incidents to enforcing identified standards of practice and processes that nursing facilities should follow. This session discusses the standards of care identified for use of feeding tubes, clarifies expectations for medication administration, and adds standards for laundry and cleaning for Infection Control purposes. Person-Centered and Personal Awareness Stacey Starling, PhD, MTD Person-Centered Practice is a value-based approach to providing care and service to the older adult. In this session, skilled nursing and assisted living participants will discover and examine their own embedded biases and how those biases may potentially play out when interacting with the people during an exchange of care and service. Corporate Compliance & Ethics Committees: Part 1 Andrew Rothman, JD, BA As of March 23, 2013 nursing facilities were required to establish Corporate Compliance Programs. This session provides the participants with an overview of the requirements. Public Policy Update David LaLumia, MSW, BA HCAM President/CEO David LaLumia will provide participants with an insightful perspective on public policy and the impact of legislation/legislature on providers. Participants will be updated on new legislature, review the HCAM/MCAL Legislative Tracking Sheet and briefed on current policy positions of HCAM/MCAL with state agency partners. Both skilled nursing and assisted living participants won t want to miss this opportunity to stay apprised of public policy efforts impacting providers and our residents. The Person-Centered Conversation Stacey Starling, PhD, MTD In this session, skilled nursing and assisted living participants learn some of the foundational elements of the person-centered conversation. This includes constructing strength-based inquiry using person-first language; and examining aspects of power and privilege held by people (clinicians) in organizations. Specifically participants will explore how a misuse of clinician-as-expert can rob customers/individuals of their rights to respect and decision-making about their own lives, thus potentially resulting in poor clinical outcomes. Corporate Compliance & Ethics Committees: Part 2 Andrew Rothman, JD, BA Overwhelmed with so much to do? Corporate Compliance, QAPI, INTERACT - the long-term care industry is awash with new/revised guidance from HHS. Part 2 of this topic provides you with practical tools from which to start building your programs. Learn to think from a systems point of view. QAPI is the systematic approach to Corporate Compliance, INTERACT, and many other programs with our operations. We provide you with an organizational self-assessment tool, an outline for developing a successful program, and a goal setting worksheet. Leave this session with homework! Reimbursement Update for Medicare & Medicaid Pat Anderson, MPA, BA Medicare and Medicaid payments for skilled nursing facility services are continually adjusted to reflect changing policy and economic realities. The fiscal cliff impact on Medicare payments will be examined for both current and future Medicare SNF PPS rates. The session will also provide information on the latest Medicaid policy changes and audit interpretation impacting the Medicaid rates. A Person-Centered Culture Transformation Stacey Starling, PhD, MTD This session aims to discover what is culture in organizations and examine emerging trends that serve to uphold person-centered philosophy in both skilled nursing facilities and assisted living center/communities culture transformation. In addition, participants will examine approaches to evaluation that measures the extent of person-centered practice; both skill and attitude at the point of service. Health Care Cyber Liability Vickey Fabbo, AAI, CAWC This session will help explain cyber liability and requirements of a breech, describe what should be covered in your insurance policy and identify possible exposures and risks. As a leader in your skilled nursing facility and/or assisted living center/community, you cannot miss this session. The Advancing Excellence Campaign: Making Your Membership Work for You Audrey Stob, RN, CPHQ & Yvette McKenzie, BSN, RN The Advancing Excellence in America s Nursing Homes Campaign has evolved into a key driver for nursing home quality improvement. This presentation will showcase the application of Advancing Excellence resources in the new Quality Assurance/Performance Improvement Process. The AHCA/NCAL Quality Initiative for Assisted Living: Part 1 Lindsay Schwartz, PhD, BS In 2012, NCAL released the AHCA/NCAL Quality Initiative for Assisted Living which has four goals: safely reduce hospital readmissions, improve staff stability, increase resident satisfaction, and safely reduce the off-label use of antipsychotics. This seminar will be an in-depth discussion about the Quality Initiative for Assisted Living. Infection Control: Do I Need this Antibiotic? Dr. Mark Jackson, MD Antibiotics are often overprescribed in the ECF setting, with undue cost, side effects and antibiotic resistance. Learn to recognize and avoid unnecessary antibiotics.

6 Person-Centered Progress in Michigan: One Vision: Moving Forward Cean Eppelheimer, BS, CDP One Vision: Moving Forward is a CMP funded grant initiative that seeks to resolve questions and obstacles to the implementation of person-centered practices in Michigan s nursing homes. The One Vision stakeholder group is comprised of committed individuals representing government agencies, providers, provider associations, resident and culture change advocates. This group is systematically clarifying perceived regulatory barriers to personcentered NH practice through a group consensus process while also developing person-centered versions of the My InnerView tools. Please join us to learn about the One Vision process, the clarifications accomplished to date and the new measurement tools that can help you measure your person centered progress in your skilled nursing facility and/or assisted living center/community. The AHCA/NCAL Quality Initiative for Assisted Living: Part 2 Lindsay Schwartz, PhD, BS This session will be an in-depth discussion about the tools to support the Quality Initiatives including the INTERACT III tools. We will examine how to best measure these outcomes and the importance of these four goals. An overview of how data collection efforts by NCAL including the Performance Measures Survey and the Vacancy, Retention, and Turnover survey can support the Quality Initiative. The role of a Patient Safety Organization to collect Tier II Clinical performance data will be also discussed Beers Criteria Dr. Mark Jackson, MD The 2012 Beers Criteria identifies potentially inappropriate medications in the elderly and acts as a guide for medication review / QA in the ECF. Legalities of Social Media Terry Bonnette, JD, MS, BS As technology continues to blur the line between personal and professional, employers are caught between liability for their employees conduct when their policies are too lax and liability for their own conduct when policies are too strict. In May 2012, the NLRB issued its third advice memorandum in as many years summarizing recent cases in which employers were held liable for overly restrictive social networking policies as well as recommendations for drafting an enforceable policy. So, how far is too far, and how far is not far enough? Both skilled nursing and assisted living participants are encouraged to attend. Workplace Safety: Accident Investigation Judy Caroselli, RN, LNHA For every one major injury there are 300 near misses! An investigation will give you the information to prevent a catastrophe and save you work comp premium dollars. Both skilled nursing and assisted living participants are encouraged to attend. Working with Managed Care Providers Pat Anderson, MPA, BA Most Michigan nursing facilities have encountered managed care providers on a limited basis through the Medicaid Health Plans and/or Medicare Advantage Plans. How does that change when these plans become the primary payers for skilled nursing facility services? This session will provide information on the basic components of working with your new partners to provide care in a managed care environment. Credentialing, billing, clinical oversight, quality and data needs will be addressed. The Basics of Falls Prevention Audrey Stob, RN, CPHQ & Yvette McKenzie, BSN, RN Falls continue to be a challenge for all long term care facilities. This presentation will explore assessment considerations and individualized interventions to prevent falls. Workplace Safety: Ergonomics Judy Caroselli, RN, LNHA So much motion.so much lifting, so much pulling, so much carrying.the daily life of the health care worker. As health care providers, we sometimes forget the daily physical stresses placed on our staff, and their aging bodies, too! Enabling workers to do their jobs safely keeps work flow consistent along with a happy work force. Both skilled nursing and assisted living participants are encouraged to attend. Coaching Supervision: The Key to a Healthy Organizational Culture Cean Eppelheimer, BS, CDP Direct-care workers often say they leave their supervisors, not their jobs. Feeling unsupported and undervalued, workers give up and move on, leaving in their wake disrupted relationships while supervisors often feel under siege and under-supported in their efforts to maintain high standards of care. Coaching Supervision offers a unique approach to ending the revolving door of high staff turnover and supervisor strain. Through skill-based communication training, long-term care supervisors learn to support direct-care staff while also holding them accountable. By building constructive, positive relationships, managers show their respect while also helping staff to become better communicators and stronger problem solvers capable of delivering quality care. Both skilled nursing and assisted living participants are encouraged to attend. Michigan Nursing Home Collaborative to Improve Pain Management Audrey Stob, RN, CPHQ & Yvette McKenzie, BSN, RN Structured Performance Improvement Projects result in significant improvement. This session will describe how 14 Michigan Nursing Homes collaborated in a Performance Improvement Workgroup which resulted in a 16% relative improvement in the quality measure Self- Reported Moderate to Severe Pain in Long-Stay Residents. Assisted Living Update Linda Lawther, MA, BA, LNHA, CALD In this informative session for assisted living personnel, Linda Lawther, MCAL President/CEO, will provide an overview of recent updates to federal and state policies impacting assisted living centers and communities. Changes in legislation/legislature and advocacy efforts with state agencies will also be addressed. As a leader in the health care continuum, participants will not want to miss this assisted-living specific update.

7 Thank You! Sponsors Exclusive Full Conference Sponsor Mobile Medical John Barnes Exclusive Sponsor of The Happy Hour The ProSure Fund Judy Caroselli

8 HCAM I MCAL U.P. EDUCATION CONFERENCE May 1-2, 2013 I Holiday Inn I Marquette To register, please complete this form & submit with payment by fax to (517) or by mail to: HCAM 7413 Westshire Dr., Lansing, MI R E G I S T R AT I O N PA C K A G E & D E S C R I P T I O N To register, please circle the applicable rate for the package you wish to register for. HCAM/MCAL Member Rate Prospective Member Rate I. Full Package: Includes all education & Happy Hour on May 1; as well as all education, breakfast and luncheon on May 2. INTERACT III is $399 $455 NOT included. II. Wednesday Only Package: Includes all education & Happy Hour on May 1 only. $299 $355 III. Thursday Only Package: $299 $355 Includes Happy Hour on May 1; as well as all education, breakfast and luncheon on May 2 only. INTERACT III is NOT included. IV. Happy Hour Guest Package: Includes the Happy Hour from 5:15-6:30 pm on May 1 only. $50 $85 PRINT CLEARLY / ONE REGISTRATION FORM PER PERSON Name: Title: Facility/Company: Address: City: State: Zip: Phone: Fax: (Your registration confirmation will be sent by fax, if provided) (Important conference info. will be sent to you by , if provided) PAYMENT INFORMATION Check One: Check/Money Order made payable to HCAM Visa MasterCard American Express Discover Credit Card Number: Expiration Date (month/year): Three-digit Security Code on Back of Card: Billing Zip Code for Credit Card: Cardholder Name (print): Cardholder Signature: Today s Date: BY SUBMITTING THIS REGISTRATION FORM, YOU CONSTITUTE AN AGREEMENT TO ALL HCAM/MCAL POLICIES AS STATED BELOW. Registration Please utilize this form to register for the 2013 HCAM/MCAL U.P. Education Conference. Completed forms should be mailed or faxed to the address listed above. Event Confirmation After your registration form has been processed, an event confirmation will be ed to you. Please be sure to include a current address on this form. If you do not receive a confirmation within 14 business days of submitting your registration form to our office, please contact HCAM via at eventconfirmation@hcam.org. Payment & Applicable Rate All registration fees are due at the time of registration. We accept Visa, MasterCard, American Express or Discover. We will also accept a check or money order payable to HCAM. Incorrect rates will be adjusted to reflect the correct applicable rate and automatically charged accordingly. Should you have questions in regards to your applicable rate, please contact Meggen Galbreath, Finance Specialist, by phone at (517) prior to submission. Cancellation & Refund Policy All refund requests must be made in writing by to MaryCampbell@hcam.org. Telephone cancellations will NOT be accepted. Individual registration fees, less a 25% processing fee, will be refunded for cancellations received in writing prior to April 5, Cancellations received after April 5, 2013 and no-show registrants, will not receive a refund nor a credit to a future program. Substitutions Individuals registered to attend this conference, but unable to attend, may send an alternate in their place. Please contact HCAM via at eventconfirmation@hcam.org with the first and last name, title and facility/company of both you and your substitute to process this request. Dietary Restrictions and/or Special Accommodations Individuals with special dietary restrictions, or those who require special accommodations to fully participate in this conference, should contact HCAM in writing by to MaryCampbell@hcam.org no later than April 12, 2013, detailing their request or restriction. It is the responsibility of each participant to notify banquet staff of their dietary request at each meal on-site. Overnight Accommodations To secure your hotel reservation, please contact the Holiday Inn directly by calling (906) Consent to Use of Photographic Images Registration and attendance at, or participating in, HCAM and MCAL events and/or activities constitutes an agreement by the registrant to HCAM and MCAL s use and distribution (both now and in the future) of the registrant or attendee s image or voice in photographs, videotapes, electronic reproductions and audiotapes of such events and activities. Questions Should you have questions, please contact Mary Campbell, Education & Partnerships Specialist. by phone at (517) or by at MaryCampbell@hcam.org.