Financial Issues for Senior Services Providers Seminar Thursday, November 21, 2013 Pre-Seminar Forum: Home and Community Based Services Wednesday, November 20, 2013 Masonic Village Elizabethtown, PA an association of not-for-profit senior services
Pre-Seminar Forum: Home and Community Based Services Wednesday, November 20, 2013 **2-FOR-1: With each paid Pre-Seminar and/or Seminar registration, bring 2 trustees with you free of charge! See Registration Form for details.** 11:00 11:30 a.m. Registration 11:30 a.m. 12:45 p.m. LUNCH Housing Technologies: Using the Social Model for Renovations & Design Ken Kite, Senior Architect, THW Design 12:45 1:00 p.m. Formal Welcome & Introduction 1:00 1:30 p.m. 1:30 2:45 p.m. The Best of Both Worlds Home and Adult Day Gina Cooke, Program Director, Diakon Lutheran Social Ministries Home Care, Home Health & Hospice Technologies Terry Shade, Executive Director, Lutheran Home Care & Hospice, Inc. and Tim Cousounis, Senior Director of Hospice and Home Health Services, Chandler Hall Health Services 2:45 3:00 p.m. BREAK 3:00 3:30 p.m. 3:30 4:00 p.m. 4:00 5:00 p.m. Affordable Housing Options Bill Brown, President & CEO, Advanced Living Communities LIFE Program Kirsten Crowe, Director, Adult Day Center, Lutheran SeniorLife HCBS Provider Information Virginia Brown, Bureau Director, and Elaine Smith, Division of Policy Director, Bureau of Policy and Regulatory Management, Office of Long Term Living, Department of Public Welfare 5:00 p.m. Adjourn NOTE: Please remember to drop the YELLOW COPY of your CEU Form at the registration desk if you are NOT staying for tomorrow s sessions. Thank you! Pre-registration Pre-registration is suggested. Walk-in registrations will be taken on a space availability basis with credit card payment. Only registrations and payments postmarked on or before Wednesday, November 13, 2013, will be preregistered. Registrations postmarked after Wednesday, November 13, 2013, will be considered walk-in. Directions to the Masonic Village, Elizabethtown will be mailed with your confirmation. Bring your Trustees to our Pre-Seminar Forum or Finance Seminar free of charge! Bring up to 2 Trustees free of charge with each paid registration to our Pre-Seminar Forum on November 20 or Finance Seminar on November 21. All Trustees who plan on taking advantage of the opportunity to attend this free workshop must copy, complete and submit the enclosed registration form as directed. Cancellation Policy No refunds, but substitutes are permitted. Continuing Education Credits Approval has been requested from the following accrediting agencies: NAB (National Association of Long Term Care Administrator Boards) and CPA (State Board of Accountancy) for the following education credits: 2.0 NHA (Nov. 20) and 7.0 NHA and 8.0 CPA (Nov. 21) for a total of 9.0 NHA and 8.0 CPA hours of continuing education credit. Accommodations Overnight accommodations can be made by calling Holiday Inn Express reservations at 800-335-4188. The Inn is located just off the Rheems/Elizabethtown exit of Route 283, in Elizabethtown, PA. Please note: Please be aware that meeting rooms vary in temperature; for your comfort, we recommend dressing in layers and keeping a sweater or jacket handy.
Financial Issues for Senior Services Providers Seminar Thursday, November 21, 2013 7:30 8:30 a.m. Registration & Breakfast with LeadingAge PA Sponsors 8:30 10:00 a.m. Opening General Session (Panel): (Salons I, II, III) NorthStar 2.0 Overview and the Statutory and Regulatory Landscape Ron Barth, President/CEO, LeadingAge PA and Panel featuring Larry Clark, Senior VP/Chief Public Policy Officer, LeadingAge PA; Kimber Latsha, Managing Shareholder, Latsha, Davis & McKenna, PC; and David Marshall, Shareholder/Partner, Latsha, Davis & McKenna, PC Receive an overview of LeadingAge PA s NorthStar 2.0 and how it can be used to assist your organization in shaping its strategic planning processes. Learn about the Association s advocacy agenda for the upcoming year in relation to the NorthStar 2.0. Be apprised of obstacles and barriers that may exist in the statutory and regulatory landscape and their impact for facilities on new services and care. 10:00 10:15 a.m. Break 10:15 11:15 a.m. General Session: (Salons I, II, III) ACOs John Durso, Senior Partner, Ungaretti & Harris Gain a better understanding of economic and legislative conditions driving the integration of our previously fragmented healthcare delivery system. Explore emerging models in order for post-acute providers to understand how care coordination would work from a governance and leadership perspective. Address measures that your organization can take now to ensure it is appropriately positioned to participate in coordinated care networks and collaborate effectively with acute care providers. 11:15 a.m. -12:15 p.m. LUNCH WITH LEADINGAGE PA SPONSORS (Salons I, II, III) 12:15 1:45 p.m. BREAKOUT SESSIONS (choose one) CEO/CFO/Board BREAKOUT 1: (Salon I) Capital is Back! Steven Jeffrey, Managing Director, Ziegler Understand recent successful growth strategies. Explore the process of affiliation and how it may apply to both small and large providers. Recognize new business lines and tactics at play in the market and how they can benefit your organization. Finance/Accounting BREAKOUT 2: (Deike Auditorium) Accounting & Auditing Update Brian Gabriel, Partner, Senior Living Services Practice and Michael Frey, Partner, Senior Living Services Practice, ParenteBeard, LLC Hear updated information on important accounting and auditing issues senior service provider organizations should be considering prior to this year end. Participate in dialogue regarding how these and other issues may impact your organization s financial reporting and accounting. Receive insight into the latest topics, issues, and developments your auditors will be addressing with your organization.
1:45 2:00 p.m. BREAK 2:00 3:30 p.m. 3:30 5:00 p.m. BREAKOUT SESSIONS (choose one) CEO/CFO/Board BREAKOUT 1: (Salon I) Health Care Reform Survival Guide Heidi Bianco, Senior Consultant, American Insurance Administrator, Benefits Resource Group (AIA/BRG) Receive a brief history of health care reform legislation including its original intent, what s been accomplished to date, and critical components yet to be implemented. Learn how health insurance market reforms apply to individuals, small and large employer groups, and insurers. Hear a review of funding sources as well as Marketplace Exchanges and a review of transition relief, grandfathered plans and employer fees. Finance/Accounting BREAKOUT 2: (Deike Auditorium) An Employer s Obligation and Opportunities under the Affordable Care Act Allen Warshaw, Partner, and Nicole Radziewicz, Associate, Rhoads & Sinon, LLP Determine whether your organization is subject to the employer mandate. Learn how to meet responsibilities under the employer mandate. Examine employer opportunities under the Affordable Care Act relating to tax credits and the small business marketplace. BREAKOUT SESSIONS (choose one) CEO/CFO/Board BREAKOUT 1: (Salon I) Is Your Strategic Plan Still Current? The Multiple Facets of Organizational Mission Advancement Jennifer Schwalm, Chief Mission Development Officer, Masonic Villages of PA; Jarrod Leo, Vice President, MHS Consulting; Jim Bodine, Managing Director, BB&T Capital Markets- Healthcare Finance Group; and other presenter TBA Learn how to begin the process of thinking strategically and its subsequent impact on operations and financial performance, as well as facility design and collaboration among all team members. Explore new ideas, affiliations and services, financial approaches and facility design standards. Return to your community with tools to update your existing strategic master plans into planning documents that are current and financially viable now and into the future. Finance/Accounting BREAKOUT 2: (Deike Auditorium) Benchmarking Analysis: Pennsylvania Licensed Nursing Facilities Bernadette O Toole, Manager, CliftonLarsonAllen; Lou Shiber, Engagement Director, Health Care, CliftonLarsonAllen; and Panel TBA Discover a newly designed cost comparison for PA licensed nursing facilities using allowable costs and statistics obtained from Medicaid cost reports. Learn how to compare applicable cost data to industry standards to develop an internal assessment of cost efficiency and improved revenues for your organization. Hear a panel discuss applications for the use of this new benchmarking tool. 5:00 p.m. Adjourn NOTE: Please remember to drop the YELLOW COPY of your CEU Form at the registration desk before leaving. Thank you! All presentations received by LeadingAge PA from presenters will be sent electronically to attendees post-conference.
an association of not-for-profit senior services Registration Form Financial Issues for Senior Services Providers Seminar Pre-Seminar Forum: Wednesday, November 20, 2013 Seminar: Thursday, November 21, 2013 Full Name: Title: Facility: Address: City: State: Zip Code: Phone No: Fax No: E-mail: I plan on bringing trustees to the Pre-Seminar Forum on Wednesday, November 20. (Up to 2 trustees free of charge per individual Pre-Seminar Forum or Finance Seminar registration.) Please copy and attach one registration form per each trustee planning to attend. I plan on bringing trustees to the Finance Seminar on Thursday, November 21. (Up to 2 trustees free of charge per individual Pre- Seminar or Finance Seminar registration.) Please copy and attach one registration form per each trustee planning to attend. Check here if you require special accommodations to maximize your participation. A LeadingAge PA staff member will contact you. Please indicate dietary requirements (check if applicable): Kosher Vegetarian Other, please explain Member Non Member Member Non Member Cost By 11/13 By 11/13 After 11/13 After 11/13 Wednesday, Pre-Seminar Forum $59 $79 $99 $119 Includes education session, break and handouts Thursday, Finance Seminar $99 $129 $149 $179 Includes education sessions, breaks, lunch and handouts TOTAL Breakout Sessions for Thursday, November 21 (please select) 12:15-1:45 p.m. 1. Capital is Back!; OR 2. Accounting & Auditing Update 2:00-3:30 p.m. 1. Health Care Reform Survival Guide; OR 2. An Employer s Obligation and Opportunities under the Affordable Care Act 3:30-5:00 p.m. 1. Is Your Strategic Plan Still Current? The Multiple Facets of Organizational Mission Advancement; OR 2. Benchmarking Analysis: Pennsylvania Licensed Nursing Facilities PAYMENT FOR credit card PAYMENT: Mail completed form or fax with credit card information to: LeadingAge PA, 1100 Bent Creek Boulevard, Mechanicsburg, PA 17050, Fax: 717-763-1057 FOR PAYMENT BY CHECK: Mail completed form to: LeadingAge PA, PO Box 62856, Baltimore, MD 21264-2856 FOR LEADINGAGE PA STAFF USE ONLY Check No. Check Date Check Amount Postmark Date CC Amount CC Auth. No. Amount Paid Reg. Amount Date Entered Balance Due Refund Amount Entered By
The Benecon Group Capozzi Adler, PC Carbis Walker, LLP CliftonLarsonAllen Flagship Rehabilitation Services Greystone Health Care Software, Inc. Thanks to our sponsors! LeadingAge PA wishes to acknowledge our sponsors for their generous support in making this event possible: Horst Construction Johnson, Kendall & Johnson, Inc. Latsha, Davis & McKenna, PC L.R. Webber Associates, Inc. M & T Bank Padden, Guerrini & Associates, PC ParenteBeard, LLC Partners Pharmacy/Discover Rx Reinsel Kuntz Lesher, LLP Remedi SeniorCare Pharmacy RLPS Architects, LTD Stevens & Lee Techwise Group Ziegler Partners Capozzi Adler, PC CliftonLarsonAllen Cura Hospitality L.R. Webber Associates, Inc. Latsha Davis & McKenna, PC M & T Bank Stevens & Lee Thank you to our 50th Anniversary Sponsors sponsors The Benecon Group Flagship Rehabilitation Services The Graham Company Linked Senior Prelude Services Reinsel Kuntz Lesher, LLP Unidine Corporation Ziegler Patrons Blue Vase Global CCS Building Group HealthSignals, LLC McKesson Medical Surgical Padden, Guerrini & Associates, PC an association of not-for-profit senior services 1100 Bent Creek Boulevard Mechanicsburg, PA 17050 www.leadingagepa.org