September 11–14, 2011 Hyatt Regency on Capitol Hill ... · Incentive Program, Money Follows the Person and Other Tools to Strengthen HCBS Infrastructure Tuesday, September 13, 2011

September 11–14, 2011

Hyatt Regency on Capitol Hill

Washington, DC

National Home and Community Based Services Conference • www.nasuad.org • 3

General Info

Table of Contents

Conference Welcome ...............................4

National HCBS Conference Planning .....5

Conference Sponsorship Acknowledgements .................................6

Hotel Map ..............................................7

Agenda at a Glance .................................8

Detailed Conference Program ...............18

Exhibitor Guide with Exhibition Hall Map ..............................................70

Advertiser’s Index

Molina Healthcare .................................. 2

Public Partnerships, LLC ..................... 75

Thomson Reuters ................................. 77

AARP ................................................... 79

Mains’l Services, Inc. ............................ 81

JEVS Human Services .......................... 86

NCB Capital Impact ............................. 87

Independent Living Systems ................. 89

Eldercare Locator ................................. 91

4 • National Home and Community Based Services Conference • www.nasuad.org

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Dear Colleagues:On behalf of the National Association of States United for Aging and Disabilities, District

of Columbia Office on Aging, Maryland Department of Aging, Virginia Department for the

Aging, and an outstanding national planning committee, welcome to the 27th National

Home and Community Based Services Conference in Washington, DC. This conference

is the premier event showcasing promising practices in long-term services and supports. It has

earned a stellar reputation for bringing together our nation’s leaders in the field, while offering

exception learning and networking opportunities for professional who administer home and

community based programs throughout the county.

This year, we are delighted to share an agenda that will help you in your continuing efforts

to improve the lives of consumers of all ages and abilities who seek home and community

based services in every community across the country. The Washington, DC conference is

an exciting blend of federal, state and local entities, both public and private, highlighting

promising practices, challenges and opportunities in the area of long-term services and

supports. Session topics include the State Health Insurance Program, Long-term Care

Ombudsman, aging and disability state and local systems, Money Follows the Person, mental

health, emergency preparedness, medication management, housing, nutrition, Aging and

Disability Resource Centers, evidence-based programming, health and prevention services,

participant-direction, direct care workforce, Medicaid, Medicare, and more! Sessions and

plenaries will cover a broad spectrum to bring you the latest in trends and policy, state and

local systems design, and research that is leading the way toward a successful future for home

and community based services.

Thank you to all of this year’s presenters and planners who have laid the foundation for

this exciting event. We also extend a special thank you to this year’s participants, representing

every state in the nation, who have come to experience this exceptional learning opportunity.

Sincerely,

Carol SalaPresident, NASUAD

Board of Directors

John ThompsonExecutive Director, DC Office on Aging

Gloriah LawlahSecretary, Maryland

Department of Aging

James RothrockCommissioner, Virginia Department

for the Aging

Martha RohertyExecutive Director, NASUAD


General Info

P l A n n I n g C o m m I T T e e

national Home and Community Based Conference Planning

Thank you for your strong support and leadership:Administration on Aging Staff including Bob Hornyak, Greg Case, Mimi Toomey

Centers for Medicare and Medicaid Services Staff including Barbara Edwards, Susie Bosstick, Mary Sowers, Jennifer Burnett, Jody Anthony

Robin Cooper, National Association of State Directors of Developmental Disabilities Services

Pamela Doty, Office of the Assistant Secretary for Planning and Evaluation

Matt Salo, Executive Director, National Association of Medicaid Directors

Darlene O’Connor, University of Massachusetts Medical School

Wendy Fox-Grage, AARP Public Policy Institute

District of Columbia Department on Aging StaffDr. John Thompson, Executive Director

maryland Department of Aging StaffGloria Lawlah, Secretary

Virginia Department for the Aging StaffJames Rothrock, Commissioner

Special Thanks to the nASUAD staffMartha A. Roherty, Executive Director

Mike Cheek, Senior Director for State Services

Eunhee (Grace) Cho, Intern

Lindsey Copeland, Director of Public Policy and Governmental Relations

Leslie Finnan, Research Assistant

Kimberly Fletcher, Conference and Outreach Coordinator

Maria Greene, Senior Consultant

Chantal Labossiere Hart, Administrative Assistant

Deborah Merrill, Senior Policy Director

Rex O’Rourke, Policy Associate

Eric Risteen, Chief Operating Officer

Sara Tribe, Policy Associate

Kelsey Walter, Policy Associate


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C o n f e R e n C e S P o n S o R S

Special Thanks to our 2011 SponsorsT H e n A T I o n A l H o m e A n D C o m m U n I T y B A S e D S e R V I C e S C o n f e R e n C e

SapphireIndependent Living Systems

Public Partnerships, LLC

Molina Healthcare, Inc.

• • • • • • •

RubyAARP/Public Policy Institute

NCB Capital ImpactMains’l Services Inc.

• • • • • • •

GoldAdobe

Caregiver HomesInstitute for Geriatric Social Work, Boston Univ.

MaximusPublic Partnerships, LLC

Thomson Reuters

• • • • • • •

Individual SponsorAnn Kohler


General Info

m e e T I n g f A C I l I T I e S

Hyatt Regency on Capitol Hill—Ballroom level

Additional meeting RoomsCongressional B—Lobby Level

For the meeting rooms below use the elevator behind the bar on lobby level:

Yellowstone/Everglades—Second Floor

Bryce—Second Floor

Yosemite—Second Floor

Thornton Room—Eleventh Floor

A g e n D A AT A g l A n C e


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7:00 a.m. – 5:00 p.m. Registration

1:00 p.m. – 2:30 p.m. Welcome PlenaryRegency Ballroom

C o n V e n e R S :

Martha Roherty, Executive Director, NASUADCarol Sala, NASUAD President

S P e A k e R S :

Dr. John Thompson, Executive Director, DC Office on Aging

Secretary Gloria Lawlah, Maryland Department of Aging

Commissioner James Rothrock, Virginia Department for the Aging

Secretary William Hazel, Virginia Department of Health and Human Services

2:30 p.m. – 3:00 p.m. Break

3:00 p.m. – 4:15 p.m. Sunday Workshops Regency C AoA Intensive—Older Adult Mental Health: Enhancing Partnerships between State Units on Aging and State Mental Health Authorities

Regency A CMS Intensive—Medicaid 101: Overview of the Program

Regency B Collaborations Between Aging and Disability Systems

Bryce Southern Hospitality Provides the Freedom to Live Independently!

Yellowstone/Everglades Driving Home and Community Based Services Innovation Through Data and Metrics

Regency DElder Justice Act: Funding Status & Implementation

Congressional B AoA Intensive—Consumer Directed Practices and Programs in the Aging Network

4:15 p.m. – 4:30 p.m. Break

Sunday, September 11, 2011



Agenda at

a Glance

4:30 p.m. – 5:45 p.m. Sunday Workshops Regency CAoA Intensive—Aging and Disability Resource Centers and Care Transitions: Using Evidence-Based Interventions to Support a Comprehensive Person-Centered System

Regency ACMS Intensive—Medicaid 201: Home and Community Based Services within Medicaid

Regency DPrioritizing Access When Demand Exceeds Capacity

Regency BBuilding a Community of Support for Related Decisions

BryceLong-Term Care Ombudsmen: From Nursing Homes to the Community

Yellowstone/EvergladesCommunity Based Mobility Options: The Key to Community Living

Congressional BMeasuring State Balancing Efforts: Recent Findings from the National Balancing Indicators

5:45 p.m. – 6:45 p.m. Discussion Forum: Medicaid, Aged, Blind and Disabled EligibilityRegency C Over the past decades, states, the federal government and the research community have invested considerable effort in streamlining and mod-ernizing Medicaid eligibility information systems, processes and applica-tions for children and families. Medicaid eligibility requirements and related systems and processes for persons who are categorically Medicaid eligible as aged, blind or disabled (ABD) are considerably more com-plex than requirements for children and families. Furthermore, less investment has been made in streamlining and simplifying ABD applica-tion requirements and processes. During this informal discussion ses-sion, participants will hear a summary of findings based on a National Health Policy Forum document on ABD eligibility. Discussion forum participants will be invited to provide their insights and observations on Medicaid ABD eligibility systems and processes.

m o D e R A T o R :

Mike Cheek, Senior Director for State Services, NASUAD




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8:30 a.m. – 5:00 p.m. CIRS-A Training and CertificationBryce

9:00 a.m. – 11:15 a.m. Opening PlenaryRegency Ballroom

m o D e R A T o R :

Carol Sala, NASUAD President

Conversation with Assistant Secretary Kathy Greenlee, Administration on Aging, U.S. Department of Health and Human Services

k e y n o T e A D D R e S S :

Secretary Kathleen Sebelius, U.S. Department of Health and Human Services

11:15 a.m. – 12:00 p.m. Exhibit Hall Opens

12:00 p.m. – 1:00 p.m. Lunch and Networking

1:00 p.m. – 2:15 p.m. Monday Workshops Regency CAoA Intensive—Veteran Directed Home and Community Based Service Program: A Model of Delivery for Health and Long-Term Services and Supports

Regency ACMS Intensive—Managed Long-Term Services and Supports: Structures and Safeguards to Ensure a Person-Centered Approach to Care

Yellowstone/EvergladesWaiver Manager’s Forum

ThorntonVirginia’s Blueprint for Livable Communities

Regency BBest Practices in Family Caregiving

Regency DState Mental Health Program Directors: Opportunities and challenges for coordinating mental health service delivery systems

YosemiteCMS Intensive—National Background Check Program (NBCP): Opportunities and Challenges

monday, September 12, 2011



Agenda at

a Glance

2:15 p.m. – 2:30 p.m. Break

2:30 p.m. – 3:45 p.m. Monday Workshops Regency CAoA Intensive—The National Clearinghouse for Long-Term Care Information: A Facelift and New Role

Regency ACMS Intensive—Quality and HCBS Part I: A State Experience

ThorntonCommunity Based Nutrition Services: Policy to Practice

Regency B Talking with Dolores: A drama about suicide risk

Yellowstone/EvergladesTen Years of Systems Change: Experiences from Medicaid Infrastructure Grants

YosemitePersonalized Medication Management: A Medicaid Community Service Model

Regency DAdult Abuse and Self Neglect: What are they and what is being done about them?

3:45 p.m. – 4:00 p.m. Break

4:00 p.m. – 5:15 p.m. Monday Workshops Regency CAoA Intensive—Role of State Medicaid Agencies in Evidence Based Prevention Program Delivery and Distribution Systems

Regency ACMS Intensive—Quality and HCBS Part II

Regency BAoA Intensive—The Role of Technology in Health Reform

ThorntonBuilding a Successful ADRC Network: “Public/Private Partnerships—The Best of Both Worlds”




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YosemiteMoney Follows the Person Demonstration: Catalyst for System Change

Regency DSupporting People with Developmental Disabilities at Risk for Offending Behavior in Home and Community Based Settings

Yellowstone/EvergladesCare Coordination and the Role of the Aging Network

5:30 p.m. – 7:00 p.m. ReceptionRegency Foyer


4:00 p.m. – 5:15 p.m.(Continued)



Agenda at

a Glance


9:00 a.m. – 11:30 a.m. CIRS-A TestingCongressional C

8:30 a.m. – 9:45 a.m. Tuesday Workshops Regency CAoA Intensive—Improving Services, Systems and Transitions for Medicare-Medicaid Enrollees

Regency ACMS Intensive—Integrating Care: Delivery Model and Payment Reform

YosemiteSustainable Community Living Options to Support Transitions

Regency BProtecting Seniors from Financial Abuse and Scams

Regency DThe Growth and Prevalence of Participant-Directed Programs

ThorntonCMS Assistance to States to Measure the Strength of the Direct Service Workforce

Yellowstone/EvergladesAre You Ready? Get the Latest Developments regarding Emergency Warning Broadcasts

9:45 a.m. – 10:00 a.m. Break

10:00 a.m. – 11:15 a.m. Tuesday Workshops Regency CAoA Intensive—Will You Know It When You See It? How to Know that Your State has a Successful Long-Term Care Ombudsman Program

Regency ACMS Intensive—Grants, Projects and Opportunities: Using Balancing Incentive Program, Money Follows the Person and Other Tools to Strengthen HCBS Infrastructure

Tuesday, September 13, 2011



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ThorntonAoA Intensive—Aging and Disability Resource Centers: Mileposts for Rebalancing Long-Term Supports and Services

Regency BUse of Braided Funding to Help Persons with Serious Mental Illness and Autism Spectrum Disorders in the Evidenced-Based Practice of Supported Employment

Regency DHelping Medicaid’s ‘Medically Needy’ Stay at Home

Yellowstone/EvergladesExpanding the Use of Assistive Technologies and Home Modifications

YosemiteEnhancing Suicide Prevention Among Older Adults

11:15 a.m. – 11:45 a.m. Time with Exhibitors

11:45 a.m. – 12:45 p.m. Lunch

12:45 p.m. – 2:30 p.m. Plenary SessionRegency Ballroom

12:45 – 1:30 p.m. Breaking through the Complexity of LTSS Data: Using Data to Improve Service Quality and System Performance

m o D e R A T o R :

Martha Roherty, Executive Director, NASUAD

P R e S e n T e R S :

Susan Reinhard, AARP Public Policy Institute, Long-term Services and Supports Scorecard Project Director; and Charles Moseley, National Association of State Directors of Developmental Disabilities Services, National Core Indicators Program Director


10:00 a.m. – 11:15 a.m.(Continued)



Agenda at

a Glance

1:30 p.m.– 2:30 p.m. C o n V e n e R : Martha Roherty, Executive Director, NASUAD

S P e A k e R S :

Sharon Lewis, Commissioner, Administration on Developmental Disabilities

Henry Claypool, Director of the Office on Disability, U.S. Department of Health and Human Services

2:30 p.m. – 3:00 p.m. Break Dessert and coffee with Exhibitors—Door Prize Drawings

4:00 p.m. – 6:00 p.m. Conversation with Regional Administration on Aging Administrators (State Directors Only)

Congressional Room A

3:00 p.m. – 4:15 p.m. Tuesday Workshops Regency CAoA Intensive—Improving Outcomes through Accountable Care: Accountable Care Organizations and More

Regency ACMS Intensive—CMS Open Mike Session

Regency BProfessional Partners Supporting Family Caregivers

ThorntonMedicare and Medicaid Reforms, the Opportunities for Home and Community Based Providers

Yellowstone/EvergladesMoney Follows the Person in Hard Times

Regency DMental Health & Aging: Evidence Based Practices for Identifying and Treating Depression in Older Adults

Yosemite Using Information Technology to Support Home and Community Based Services Programs

4:15 p.m. – 4:30 p.m. Break




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4:30 p.m. – 5:45 p.m. Tuesday Workshops Regency CAoA Intensive—The Partnership for Patients: Better Care, Lower Costs

Regency ACMS Intensive—Medicaid and Supports for Employment

Yellowstone/EvergladesBuilding a Delivery System for Evidence-Based Healthy Aging Programs

Regency BEvaluation of Adult Protective Services Programs and Assessment Tools—Results of a study of twelve states’ APS programs

YosemiteCognitive Adaptation Training—Adaptive Aids for the Brain

ThorntonQuality Starts with the Customer Experience

Regency DAdvocacy & Political Impact: How to get started or take it to the next level




Agenda at

a Glance

7:00 a.m. – 9:00 a.m. Registration

7:30 a.m. – 8:30 a.m. Breakfast

8:30 a.m. – 10:00 a.m. PlenaryRegency Ballroom

8:30 a.m. – 9:15 a.m. C o n V e n e R : Carol Sala, NASUAD President

S P e A k e R S :

Tim Engelhardt, Medicare-Medicaid Coordination Office, Centers for Medicare & Medicaid Services

Barbara Edwards, Director of the Disabled & Elderly Health Programs Group, Centers for Medicare & Medicaid Services

9:15 a.m. – 10:00 a.m. C o n V e n e R : Martha Roherty, Executive Director, NASUAD

S P e A k e R :

U.S. Senator Tom Harkin (Invited)

10:00 a.m. – 10:30 a.m. Break

10:30 a.m. – 11:45 a.m. Wednesday Workshops Regency CAoA Intensive—Aging with Disability: Research, Policy and Practice

Regency ACMS Intensive—Revisiting the Name Game: A Taxonomy for Home and Community Based Services

Regency BReforms to the Supportive Housing Programs for Seniors and Persons with Disabilities

YosemiteThe TASC Planning Zone: Planning to Succeed

Yellowstone/EvergladesA Roadmap to Managed Care for Long Term Services and Supports

Regency DBuilding Decision Support Tools and Other Infrastructure

Wednesday, September 14, 2011

C o n f e R e n C e P R o g R A m


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1:00 p.m. – 2:30 p.m. Welcome PlenaryRegency Ballroom

C o n V e n e R S :

Martha Roherty, Executive Director, NASUADCarol Sala, NASUAD President

S P e A k e R S :

Dr. John Thompson, Executive Director, DC Office on Aging Secretary Gloria Lawlah, Maryland Department of Aging Commissioner James Rothrock, Virginia Department for the Aging Secretary William Hazel, Virginia Department of Health and Human Services

S P e A k e R :

Secretary William Hazel, Virginia Department of Health and Human Services

William A. Hazel Jr., MD, an orthopaedic surgeon from northern Virginia, was elected to the American Medical Association (AMA) Board of Trustees (BOT) in June 2004. Dr. Hazel’s election to the AMA-BOT marked the culmination of 11 years of service as a delegate from Virginia. He served the Virginia delegation as chair (1999–2003), vice chairman (1996–1998) and as an alternate delegate (1993–1996). By 2001, Dr. Hazel had also served a total of 11 years on the AMA Council on Legislation-first as resident member (1986–1989), and then as chair and vice chair during the last three years of his tenure.

Dr. Hazel’s service extends to state and local levels. He led his home state as speaker and president of the Medical Society of Virginia. He served as president of the Fairfax County Medical Society (1997), president-elect (1996) and treasurer (1995). A past president of the Inova Fair Oaks Hospital medical staff, Dr. Hazel also served as chairman of the Inova Health System Medical Affairs Council, which is essentially the elected chief of staff of the five Inova hospitals and the Inova Health System. In addition, he is a founding member of Commonwealth Orthopaedics and Rehabilitation, the group with which he practiced until March 2010.

Dr. Hazel received his BS in civil engineering at Princeton University in 1978. He earned his medical degree at Duke University School of Medicine in 1983 and completed his orthopaedic residency at the Mayo Clinic in 1988.



Sunday


2:30 p.m. – 3:00 p.m. Break

3:00 p.m. – 4:15 p.m. Sunday Workshops

Regency CAoA Intensive—Older Adult Mental Health: Enhancing Partnerships between State Units on Aging and State Mental Health AuthoritiesAs states continue to enhance their home and community-based service systems, incorporating services and policies that are responsive to the needs and preferences of persons with mental health needs is important. With the help of the National Council on Aging’s Center for Healthy Aging, the U.S. Administration on Aging identified states that have built exemplary partnerships between State Units on Aging (SUA) and State Mental Health Authorities (SMHA) that have resulted in the dissemination of effective mental health interventions (i.e. those that demonstrate health impact and contribute to building systems). This session will discuss lessons learned for building robust mental health service systems and highlight the experience of one state in building effective SUA/SMHA partnerships.


Shannon Skowronski, Aging Services Program Specialist, Office of Program Innovation and Demonstration; Marian Scheinholtz, Public Health Advisor, Substance Abuse and Mental Health Services Administration; and Greg Olsen, Acting Director, New York State Office for the Aging

Regency ACMS Intensive—Medicaid 101: Overview of the ProgramThis session provides a comprehensive overview of the Medicaid program. This session is ideal for the new waiver manager or for individuals interested in learning the basics of Medicaid, including a high-level review of new provisions within Medicaid.

m o D e R A T o R :

Suzanne Bosstick, Deputy Director of the Disabled and Elderly Health Programs Group


Melissa Harris, Deputy Director, Division of Benefits and Coverage; and Jodie Anthony, Policy Analyst, DEHPG



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Regency BCollaborations Between Aging and Disability SystemsThis presentation will provide participants with information on the need for and value of developing strong collaborations among and between the aging, and disabilities communities and systems. Examples of suc-cessful collaborations and identification of potential collaborations will be offered. Key policies and upcoming legislation that address the needs of individuals and service providers within these populations will be dis-cussed. In addition, profiles of the communities will be provided, which illustrate the similarities and differences that may be found within the populations of each from the perspective of The Arc, NCOA, and NCIL.


Ann Cameron Caldwell, Ph.D., Chief Research and Innovations Officer, The Arc of the United States; Joe Caldwell, Director Long-Term Services and Supports Policy, National Council on Aging; and Kelly Buckland, Executive Director, National Council on Independent Living

BryceSouthern Hospitality Provides the Freedom to Live Independently!Diminishing resources and insufficient informal supports can make it difficult to assist individuals with disabilities to remain independent. Individuals with disabilities want to stay in their home and with the current focus on expanded home and community based services they can. In Mississippi, we have been expanding the independency philosophy and practices of consumer-driven care beyond the walls of nursing homes and throughout the continuum of long-term care living into all settings where services are delivered!

Mississippi Department of Rehabilitation has further worked with Alliance Enterprises in the development of an electronic tool that manages quality reporting of CMS requirements regarding the home and community based waivers. The program tracks from the time the initial referral of the client is made, and allows administrative tracking and reporting capabilities.


Anita Naik, Director of Program Administration, Mississippi Department of Rehabilitation; Shelia Browning, Director of Non-Vocational Programs, Mississippi Department of Rehabilitation; Shella Head, Director of Field Services, Mississippi Department of Rehabilitation; Ashley Turnipseed, RN, Nurse Manager, Mississippi Department of Rehabilitation; and Donna Dungan, Director or Program Utilization, Mississippi Department of Rehabilitation

3:00 p.m. – 4:15 p.m. (Continued)



Sunday


Yellowstone/EvergladesDriving Home and Community Based Services Innovation Through Data and MetricsMaryland’s Medicaid Home and Community Based Waiver for Older Adults was implemented in 2001 along with several other home and community based waivers. Implementing the waiver accelerated the growth in the aging network’s capacity to provide sophisticated case management and services for individuals with high acuity and it required an expansion of fiscal and business operations at both the state and local level. This development positioned the Aging Network to become a major partner in Maryland’s rebalancing efforts with regard to Money Follows the Person, the MDS 3.0 and new diversion efforts growing out of the national Aging and Disability Resource Center initiative, such as hospital and nursing home care transitions, self-directed community based services and person centered options counseling.

With this growing role of the home and community based services (HCBS) in Medicaid long-term services and supports (LTSS), it was important to have a clear understanding of the different characteristics of the population transitioning from institutional care to HCBS, the trends occurring in LTSS over time, and the effect of the different programs. The resulting series of metrics consisted of pre- and post-transition participant profiles, transition rates, pre- and post-transition expenditures, and Quality of Life Survey responses. Development of the metrics was an interesting and challenging process that incorporated valuable insights from state and local agencies, service providers, advocacy groups, and consumers and their representatives. These outcome metrics could be tailored for any state to guide program development, explore other aspects of their LTSS systems (such as opportunities for cost-savings and program efficiency), and target populations for outreach efforts.


Stephanie Hull, Chief, Long Term Services and Supports Division, Maryland Department of Aging; Ian Stockwell, Senior Policy Analyst, The Hilltop Institute; and Lorraine Nawara, Director, Money Follows the Person Demonstration Project, Maryland Department of Health and Mental Hygiene

3:00 p.m. – 4:15 p.m. (Continued)



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Regency DElder Justice Act: Funding Status & ImplementationThis session will focus on the current funding status and implementation of the Elder Justice Act. Session attendees will hear from panelists that are familiar with the various sections of the act and what the law will mean for states going forward.

P R e S e n T e R :

Bob Blancato, National Coordinator, Elder Justice Coalition

Congressional BAoA Intensive—Consumer-Directed Practices and Programs in the Aging NetworkOlder Americans Act (OAA) services have always incorporated the principle of empowering older adults to continue to live in their homes and be engaged in their communities, but many programs continue to use traditional models of service delivery. The Administration on Aging, in partnership with the Aging Network, has been working to increase the provision of consumer-direction in the Network’s long-term service system. Efforts include discretionary grants to states to develop consumer-direction infrastructure, Aging and Disability Resource Centers which have as a focus creating person-centered community living environments, and the Veteran-Directed Home and Community Based Care Service programs that use the cash and counseling consumer-direction model. This session will describe the forces behind these changes, the current status of consumer-directed programs in the Network, and the lessons learned and how these are helping to create the culture change needed to imbed consumer-direction in all OAA programs.

Learn why imbedding consumer-direction is critical to making the Network leaders in long-term services and supports. Identify common challenges, and hear about the successes and lessons learned that are the basis for continued development of consumer-direction in the Network. Understand how these programs are creating culture change and preparing Network providers for the increasing numbers of long-term care consumers insisting on choice and control including those using benefits from the CLASS program.

P R e S e n T e R :

Linda Velgouse, National Resource Center for Participant Directed Services, Administration on Aging

4:15p.m. – 4:30 p.m. Break

3:00 p.m. – 4:15 p.m. (Continued)



Sunday


4:30 p.m. – 5:45 p.m. Sunday Workshops

Regency CAoA Intensive—Aging and Disability Resource Centers and Care Transitions: Using Evidence-Based Interventions to Support a Comprehensive Person-Centered SystemThis session will provide examples of the Aging Network’s role in a person-centered system where long-term services and supports are managed and controlled by the individual. It will show how evidence-based interventions can be coordinated to support individuals as they transition across the continuum of care and manage their chronic conditions in the community. Specific highlights and outcomes will be shared across the 16 Evidence-Based Care Transition grantees funded in 2010 by the Administration on Aging. Speakers will share examples of building partnerships between hospitals and community based organizations, strategies for maintaining fidelity to the care transitions model while increasing access to long-term services and supports, and measures used to evaluate the impact of the program. This session will also highlight the new Community Based Care Transition Program (Section 3026) and discuss opportunities for the Network within this program.


Caroline Ryan, Program Specialist Office of Program Innovation and Demonstration, Administration on Aging; Juliana Tiongson, MPH, Office or Resource, Development, and Information, CMS; Stephanie Hull, Chief, Long Term Services and Supports Division , Maryland Department of Aging; and Jack Vogelsong, Chief, Division of Long-Term Living Public Education Outreach, Pennsylvania Department of Aging

Regency ACMS Intensive—Medicaid 201: Home and Community Based Services within MedicaidThis session, which builds upon “Medicaid 101: Overview of the Program,” will provide an overview of home and community based services (HCBS) within Medicaid. Not only will this session provide invaluable information on Section 1915(c) HCBS waivers, but it will also provide an overview of the new tools available for those states interested in enhancing their HCBS options.



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Sunday, September 11, 2011m o D e R A T o R :

Ralph Lollar, Director, Division of Long Term Services and Supports


Kathryn Poisal, Technical Director, Division of Long Term Services and Supports; Melissa Harris, Deputy Director, Division of Benefits and Coverage; and Jodie Anthony, Policy Analyst, DEHPG

Regency DPrioritizing Access: When Demand Exceeds CapacityThe Missouri Division of Developmental Disabilities administers five home and community based waivers, serving nearly 10,000 children and adults annually. At any point in time, over 400 people may be waiting for residential supports while over 4,000 may be waiting for in-home services. An assessment tool that measures level of supports needed, unmet need and level of urgency of unmet need has been used to prioritize access to the waivers since 2000. With technical assistance from the Lewin Group, Missouri recently modified the assessment tool and conducted field tests for validity and reliability. This workshop will discuss the strategies to involve stakeholders in the redesign of the assessment instrument, the methodology for field testing the modified instrument, the results, and next steps toward implementation.


Robin Rust, Director of Federal Programs, Missouri Division of Developmental Disabilites; and Dr. Cynthia Gruman, Senior Consultant, The Lewin Group

Regency BBuilding a Community of Support for Related DecisionsThere are many natural synergies between Aging and Disability Resource Centers (ADRC) and State Health Insurance Assistance Programs (SHIP) and the work they do to empower seniors and persons with disabilities living independently in their communities. This session starts with a look at options counseling and benefits counseling—what they are, how they’re similar, how they differ, and how SHIPs and ADRCs can collaborate by playing to their strengths. We then turn our attention to the opportunities offered through better alignment of the ADRC and SHIP programs—what efficiencies can occur when the two are aligned? What are the factors that need to be considered as such alignment occurs?




Sunday

Sunday, September 11, 2011P R e S e n T e R S :

Hilary Sohmer Dalin, Director Policy and Programs, National Center for Benefits Outreach and Enrollment, NCOA; and Rex O’Rourke, Policy Associate, NASUAD

BryceLong-Term Care Ombudsmen: From Nursing Homes to the Community Long-Term Care Ombudsmen play an important role in advocating for and protecting the rights of residents receiving care and services in long-term care facilities. As residents are increasingly given opportunities to move out of the nursing home, ombudsmen are there to assist individuals during the transition process, making sure their rights and wishes are respected, and that the transition process works for the person. A handful of ombudsman programs also provide advocacy to individuals who have transitioned out of a facility, or live in the community. During this session, we will engage in a discussion about the role of the long-term care ombudsman in the transition process, as well as take a look at some programs that advocate for individuals in home based and community settings.


Lori Smetanka, Director, National LTC Ombudsman Resource Center; Robyn Grant, Director of Advocacy and Outreach, The National Consumer Voice for Quality Long-Term Care; Victoria Orija, Delaware State Long-Term Care Ombudsman; and Joanie Latimer, Virginia State Long-Term Care Ombudsman

Yellowstone/EvergladesCommunity Based Mobility Options: The Key to Community LivingThis session will focus on the key role transportation plays in supporting older adults aging in place and living independently in the community. Recent state-level efforts to develop a unified approach that supports older driver safety and offers alternative transportation options will be discussed. Mobility management and travel training, two approaches designed to keep older adults connected to their communities, will also be discussed and case examples will be provided.


Virginia Dize, Assistant Director, NCST, National Association of Area Agencies on Aging; and Lisa Tucker, Project Coordinator, National Center on Senior Transportation




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Congressional BMeasuring State Balancing Efforts: Recent Findings from the National Balancing IndicatorsThere remains a gap in the availability of common indicators to measure rebalancing efforts and measures of choice, control and access of the full array of quality services that assure independence, optimal health and quality of life across all states. To address this gap, the National Balancing Indicator (NBI) project is assisting the Centers for Medicare & Medicaid Services (CMS) and state grantees in the refinement and development of indicators that measure states’ progress in offering a balanced system of long-term services and support (LTSS). The NBI project is the first project of its kind to measure states’ performance in moving toward a balanced and person-driven LTSS system. The purpose of this symposium is to provide an overview of the NBI and discuss the development of new indicators in Direct Service Workforce (DSW), Cultural and Linguistic Competency (CLC), and Shared Accountability (SA).

The first presentation will highlight the results of the 18 indicators within six principles—sustainability, self-direction, coordination/transparency, shared accountability, community integration, and prevention—from phase one of the project. The second presentation will focus on the development of new indicators within DSW, CLC, and SA. The team will discuss strategies for scoring states on these characteristics. Findings from a system-wide gaps analysis through a comprehensive inventory of measures and indicators used by several federal agencies will be the focal point of the third and final presentation. This session will provide a description of the different measures used across agencies, the representation of the indicators across the principles of rebalancing and different populations—disability and age groups—as well as a summary of the indicator ratings.


Oswaldo Urdapilleta, PhD, Principal Research Associate, IMPAQ International; Sarah Ruiz, PhD, Research Associate, IMPAQ International; Jennifer Howard, MPP, MSW, Senior Research Analyst, IMPAQ International; Judy Poey, MS, Research Analyst, IMPAQ International; and Carrie Blakeway, Senior Consultant, Lewin Group




Sunday


5:45 p.m. – 6:45 p.m. Discussion Forum: Medicaid Aged, Blind and Disabled EligibilityRegency COver the past decades, states, the federal government and the research community have invested considerable effort in streamlining and modernizing Medicaid eligibility information systems, processes and applications for children and families. Medicaid eligibility requirements and related systems and processes for persons who are categorically Medicaid eligible as aged, blind or disabled (ABD) are considerably more complex than requirements for children and families. Furthermore, less investment has been made in streamlining and simplifying ABD application requirements and processes. During this informal discussion session, participants will hear a summary of findings based on a National Health Policy Forum document on ABD eligibility. Discussion forum participants will be invited to provide their insights and observations on Medicaid ABD eligibility systems and processes.

m o D e R A T o R :

Mike Cheek, Senior Director for State Services, NASUAD




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8:30 a.m. – 5:00 p.m. CIRS-A Training and CertificationBryce

9:00 a.m. – 11:15 a.m. Opening PlenaryRegency Ballroom

m o D e R A T o R :

Carol Sala, NASUAD President

Conversation with Assistant Secretary Kathy Greenlee, Administration on Aging, U.S. Department of Health and Human Services

k e y n o T e A D D R e S S :

Secretary Kathleen Sebelius, U.S. Department of Health and Human Services

Assistant Secretary for Aging, Kathy Greenlee, Administration on Aging, U.S. Department of Health and Human ServicesKathy Greenlee was appointed by President Obama as Assistant Secretary for Aging at the U.S. Department of Health and Human Services and confirmed by the Senate in June 2009. In January 2011, Assistant Secretary Greenlee was designated as the Administrator of the CLASS (Community Living Assistance Supports and Services) program, a component of the Affordable Care Act signed into law by President Obama in March 2010.

Assistant Secretary Greenlee is committed to building the capacity of the national aging network to better serve older persons, caregivers and individuals with disabilities so that they can live in the community as they age. In addition, Assistant Secretary Greenlee places a high priority on building partnerships with Federal, state, tribal, community and private organizations in order to increase momentum for person-centered services in all settings.

Kathy Greenlee served as Secretary of Aging in Kansas, and before that as the Kansas State Long Term Care Ombudsman. She also served as the General Counsel of the Kansas Insurance Department and oversaw the Senior Health Insurance Counseling program. In addition, Ms. Greenlee served as Chief of Staff and Chief of Operations for then-Governor Kathleen Sebelius.

Ms. Greenlee is a graduate of the University of Kansas with degrees in business administration and law.




Monday

Secretary Kathleen Sebelius, U.S. Department of Health and Human ServicesKathleen Sebelius was sworn in as the 21st Secretary of the Department of Health and Human Services (HHS) on April 28, 2009. Since taking office, Secretary Sebelius has led ambitious efforts to improve America’s health and enhance the delivery of human services to some of the nation’s most vulnerable populations, including young children, those with disabilities, and the elderly.

As part of the historic Affordable Care Act, she is implementing reforms that have ended many of the insurance industry’s worst abuses and will help 34 million uninsured Americans get health coverage. She is also working with doctors, nurses, hospital leaders, employers, and patients to slow the growth in health care costs through better care and better health.

Under Secretary Sebelius’s leadership, HHS is committed to innovation, from promoting public- private collaboration to bring life-saving medicines to market, to building a 21st century food safety system that prevents outbreaks before they occur, to collaborating with the Department of Education to help states increase the quality of early childhood education programs, and give parents more information to make the best choices for their children.

Secretary Sebelius served as Governor of Kansas from 2003 until her Cabinet appointment in April, 2009, and was named one of America’s Top Five Governors by Time Magazine.

11:15 a.m. – 12:00 p.m. Exhibit Hall Opens

12:00 p.m. – 1:00 p.m. Lunch and Networking

1:00 p.m. – 2:15 p.m. Monday Workshops

Regency CAoA Intensive—Veteran-Directed Home and Community Based Service Program: A Model of Delivery for Health and Long-Term Services and SupportsThe U.S. Administration on Aging partnered with the Veterans Health Administration to create the Veteran-Directed Home and Community Based Services Program, which allows veterans to have more control over services provided in their homes so they can continue to live inde-pendently in their communities. This session will show how the Aging Network is being utilized to deliver this critical program to veterans across the lifespan. Speakers will share how the State Units on Aging can play a critical role in expanding this program across their states.

9:00 a.m. – 11:15 a.m. (Continued)




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P R e S e n T e R :

Lori Gerhard, Director, Office of Program Innovation and Demonstration, Administration on Aging; and Dan Schoeps, Chief, Community Care Programs, Veterans Health Administration

Regency ACMS Intensive—Managed Long-Term Services and Supports: Structures and Safeguards to Ensure a Person-Centered Approach to CareThis session will be jointly presented by Centers for Medicare & Medicaid Services staff and the L&M Public Policy team that has been developing a curriculum on effective design and structures for managed long-term services and supports (MLTSS). This session will provide information on current state interest and trends, as well as strong practices in MLTSS. The session will also highlight tools being developed to help states and stakeholders learn about strong approaches to managed long-term services and supports.

m o D e R A T o R :

John Michael Hall, Director, Division of Integrated Health Systems


Ralph Lollar, Director, Division of Long-Term Services and Supports; and Mary Pat Farkas, Division of Integrated Health Systems

Yellowstone/EvergladesWaiver Manager’s ForumThis forum will provide an overview of innovative practices in serving individuals with intellectual disabilities using the home and community base services (HCBS) waiver paired with an opportunity for managers of Medicaid HCBS waivers to share their issues and concerns with each other. The presentation will offer examples of best practices with an eye to self-directed services, employment supports and options such as shared living. The forum will also look at how states are handling budget cuts and a forum to discuss how states are making cuts while still preserving quality and outcomes in their systems. While the forum will give an overview of hot topics affecting the HCBS waivers with a focus on individuals with intellectual and developmental disabilities, the topics are likely to also be of interest to individuals serving populations with brain injury, autism and/or physical disabilities. The session will provide ample opportunities for waiver managers to ask questions of each other and share exciting new practices in their states.

*Attending state waiver managers will be called on to decribe selected activities in their states.

1:00 p.m. – 2:15 p.m. (Continued)




Monday

P R e S e n T e R :

Robin Cooper, Director of Technical Asisstance, National Association of State Director’s of Developmental Disabilities Services

ThorntonVirginia’s Blueprint for Livable CommunitiesThis informative session offers useful tools for those interested in creating vibrant, inclusive communities. Virginia’s Blueprint for Livable Communities was created in response to a legislative mandate to compile a comprehensive planning document that promotes community integration and involvement, the availability and accessibility of services and supports, and participation in the economic mainstream. The objective of Virginia’s Blueprint for Livable Communities is to share information that will help generate conversations and new connections at the local and regional level on how community livability can be achieved. Virginia’s Blueprint for Livable Communities is not itself a blueprint, but rather a tool intended to help communities develop their own blueprints for how they will make their neighborhoods and homes more livable. Livable communities are urgently needed not only for our aging population, but also for people with disabilities.

This session will be presented by the Virginia Department of Rehabilitative Services and the Virginia Department for the Aging, and will feature descriptions of best practices and models in communities across Virginia that demonstrate innovative livable communities activities including coordinated human service delivery frameworks in transportation, housing, employment, and healthcare. It will also include an active discussion of local community planning activities which focus on creating more accessible, safe, and affordable living environments for older adults and people with disabilities.

P R e S e n T e R :

Marcia DuBois, Community Based Services-Field Rehabilitative Services Program Coordinator Department of Rehabilitative Services, Virginia Department for the Aging

Regency BBest Practices in Family CaregivingThis session will look at the latest research in family caregiving across the United States. It will provide information and data on new trends and findings in family caregiving. The latest research topics include family caregivers of veterans, technology and the family caregiver, caregiver health and benefits to caring for someone with Alzheimer’s Disease.

1:00 p.m. – 2:15 p.m. (Continued)




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Gail Hunt, President & CEO, National Alliance for Caregiving; Linda Naiditch, Assistant Vice President, Mathew Greenwald & Associates; and Jordan Green, M.S., Program Manager, National Alliance for Caregiving

Regency DState Mental Health Program Directors: Opportunities and challenges for coordinating mental health service delivery systemsAddressing the needs of people with mental health illnesses is critical to tackling the rising costs of long-term services and supports. People with mental health illnesses are at a higher risk than others for physical illness and disability; the cost of providing support services is escalating exponentially. State Mental Health Program Directors are on the front line in states’ efforts to reduce the incidence and severity of mental illnesses by coordinating mental health service delivery systems across all 50 states, four territories, and the District of Columbia. During this session, participants will receive an update on the work State Mental Health Program Directors are engaged in including the opportunities and challenges they face both in the near-term and long-term.


Joel Miller, Senior Director/Policy and Healthcare Reform, National Association of State Mental Health Program Directors (NASMHPD); and Marcia A. Marshall, Project Coordinator, National Association of State Mental Health Program Directors (NASMHPD)

YosemiteCMS Intensive—National Background Check Program: Opportunities and Challenges The National Background Check Program (NBCP) offers grants of up to $3.0 million per state to implement background check and fingerprinting for direct patient-access employees of various long-term care providers and facilities. The affected providers include adult day care, personal care, home health and hospice, in addition to more traditional residential settings. The Centers for Medicare & Medicaid Services (CMS) has funded 14 state applications and expects to make additional awards through September 2012. Participating states will implement effective, efficient and economical processes that CMS will evaluate for use in future background check development. In this session, we will discuss the program and opportunities for input into this emerging area of federal activity.

1:00 p.m. – 2:15 p.m. (Continued)




Monday


Starr Brown, Disabled & Elderly Health Programs Group, Division of Long Term Care and Supports; and Martin Kennedy, Director, Division Continuing Care Providers, Survey and Certification Group, CMCS/CMS

2:15 p.m. – 2:30 p.m. Break


Regency CAoA Intensive—The National Clearinghouse for Long-Term Care Information: A Facelift and New RoleThe National Clearinghouse for Long-Term Care Information was mandated by the Deficit Reduction Act of 2005 to provide objective information to Americans on the available options for planning for their future long-term care needs. The website, housed at the Administration on Aging (AoA), was launched in December 2006 as part of a collaborative effort among three Department of Health and Human Services agencies: AoA, the Centers for Medicare & Medicaid Services (CMS) and the Office of the Assistant Secretary for Planning and Evaluation (ASPE). This year the website adds important new information from the Affordable Care Act, including the CLASS program and it take on an additional role—to help individuals understand and connect to the most appropriate services and supports if they already need services. This session will describe the website sections, features and tools, and how these will help Americans find current services if needed, and plan for their future needs.


Rick Nicholl, Program Specialist, Center for Policy Planning, and Evaluation, Administration on Aging; and Linda Velgouse, National Resource Center for Participant Directed Services, Administration on Aging

1:00 p.m. – 2:15 p.m. (Continued)




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Regency ACMS Intensive—Quality and HCBS Part I: A State Experience For the past two years, Alaska has worked with the Centers for Medicare & Medicaid Services (CMS) and the National Quality Enterprise to transform their Home and Community Based Services (HCBS) Waiver programs. The Alaska team will present past challenges in operating and monitoring four 1915(c) Waiver Programs and the need to ensure managers and staff were on board to address the challenges and embrace quality improvement. The state totally changed the culture of their organization by aligning toward one objective: to improve the lives of and services provided to waiver participants. Session participants will hear about some of these change strategies including the development of a process to oversee waiver operations, the development of an IT process to track remediation and quality improvement, and organization change strategies to support seasoned and new staff through this process. Participants will also hear about how these processes continue to evolve toward next steps for Alaska.

While the workshop will focus on Quality Improvement Strategy (QIS) for the Medicaid 1915(c) HCBS waiver programs, the session is also appropriate for administrators and providers of other HCBS programs.

m o D e R A T o R :

Ralph Lollar, Director, Division of Long Term Services and Supports


Anita Yuskauskas, Technical Director, Division of Community and System Transformation and state staff from National Quality Enterprise

ThorntonCommunity Based Nutrition Services: Policy to PracticeThis session will address the role of adequate food, nutrition, and nutrition services in enabling older adults to remain at home in the community. The home and community based services network serves a continuum of aging individuals who may be at higher risk of hunger and food insecurity, have a higher prevalence of nutrition related chronic disease and conditions (hypertension, heart disease, cancer, diabetes, failure to thrive), be at higher risk of nursing home placement, and have higher rates of malnutrition, especially in older adults who may be transitioning from care settings such as hospitals or nursing homes. This session will discuss federal nutrition policy, the value and quality of nutrition services, and tailoring nutrition services to meet individualized, consumer-centered service planning.

2:30 p.m. – 3:45 p.m. (Continued)




Monday


Jean Lloyd, MS, National Nutritionist, Administration on Aging; Joseph Carlin, MS, RD, Regional Nutritionist, Administration on Aging; and Nadine Sahyoun, Ph.D., Professor, University of Maryland

Regency BTalking with Dolores: A drama about suicide risk“Talking with Dolores” is a one-act play about elder suicide. The play opens with Mo, an 85-year old widower, talking with his wife’s picture. He’s brought home sleeping pills and pastry, and plans to enjoy both and join her in his sleep that night. He’s interrupted with a visit from a neighbor who brings sweet temptations that he manages to resist. Later, Mo’s nephew comes to talk about selling the family business; Mo unintentionally reveals his suicidal thoughts, leading his nephew to flush the pills down the toilet. The play weaves in light moments with an old friend who is promoting safe sex till Rigor Mortis and warm touches in Mo’s relationship with his nephew. In Scene 2, the actors step outside their characters and discuss whether Mo is really serious about suicide. They argue about whether Mo is the kind of person who would take this step. After the play, a mental health professional facilitates a discussion with the audience.

The play dramatically enables professionals, elders, and their families to explore their own attitudes about aging and end of life choices, warning signs of depression, and options for suicide prevention. It provides a tool for educating communities about the issues. This is a recorded performance—a video of this play will be running during the presentation.


Dee O’Connor, Ph.D., Director of Strategic Alliances, JEN Associates, Inc.; Steve Henderson, Director and Actor, Steve Henderson Productions; and Kerry Morrison, Ph.D., Clinical Psychologist, Center for Human Development/Hawthorn Elder Care

2:30 p.m. – 3:45 p.m. (Continued)




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Yellowstone/EvergladesTen Years of Systems Change: Experiences from Medicaid Infrastructure GrantsFor the past decade, states have used Medicaid Infrastructure Grant (MIG) funds to develop Medicaid infrastructure, build partnerships and interagency collaboration, foster leadership for employment of people with disabilities, and improve disability employment services, as well as seed and test innovative approaches to employment for adults and youth with disabilities. MIG projects have helped to establish and implement Medicaid Buy-In programs in the majority of states, expand the availability of personal assistance services in the community and workplace, support Medicaid policy improvements in the area of employment services, and engage diverse systems in initiatives to promote community integration for people with disabilities. States have also used MIG resources to complement and enhance other federal and state initiatives and to support long-term care rebalancing efforts.

This session will highlight key outcomes and lessons from the Medicaid Infrastructure Grant experience, and showcase several states that have implemented this grant program. Presenters will share their state experiences, explore the opportunities and challenges of systems change activities, and discuss implications of the MIG program for policy and practice to improve employment opportunities for people with disabilities.

m o D e R A T o R :

Nanette Relave, Director, Center for Workers with Disabilities, American Public Human Services Association


Millie Ryan, Executive Director, Alaska Governor’s Council on Disabilities and Special Education; Mary Ellen Wright, Kansas Department of Health and Environment; and MaryAlice Mowry, Director, Pathways to Employment, Minnesota Department of Human Services

YosemitePersonalized Medication Management: A Medicaid Community Service ModelCommunity Case Management (CCM) is an administrative activity of Massachusetts Medicaid (MassHealth) performed by the University of Massachusetts Medical School (UMMS) to authorize and coordinate MassHealth community long-term care services for MassHealth eligible, medically complex individuals. Clinical Pharmacy Services, a UMMS program that assists MassHealth in meeting federal requirements to

2:30 p.m. – 3:45 p.m. (Continued)




Monday

provide drug utilization review (DUR) for its pharmacy program, has integrated a pharmacist into CCM. The pharmacist provides assistance navigating the pharmacy benefit program to ensure access to medically necessary drugs and helps patients or caregivers overcome other barriers preventing adherence to prescribed medications. Additional services include consultation with prescribers to streamline complex medication regimens and develop treatment plans for challenging medical conditions and home visits to educate patients or caregivers with regard to medication related issues. These activities are associated with decreased need for home based services, improved clinical outcomes and avoidance of emergency room visits and hospitalizations.

Participants of this session will be able to outline benefits and provide rationale for including pharmacy services when designing home and community based programs for medically complex patients and discuss steps in incorporating these services into home and community based programs.


Karen M. Coderre, MS, PharmD, BCPP, Clinical Pharmacist, Clinical Pharmacy Services, Commonwealth Medicine/University of Massachetts Medical School; Jessica Carpenter MS, RD, LDN, Director, Community Case Management, Commonwealth Medicine/University of Massachetts Medical School; Paul L. Jeffrey, PharmD, Deputy Director, Office of Clinical Affairs, Director of Pharmacy, MassHealth; and Rachel Richards, Assistant Secretary, Executive Office of Elder Affairs & Director of the MassHealth Office of Long Term Care

Regency DAdult Abuse and Self Neglect: What are they and what is being done about them? This workshop will present the latest research findings on the prevalence, lethality and costs of elder abuse. The complex problem of self-neglect, and role of Adult Protective Services in addressing it, as well as the importance of a multi-disciplinary approach will be examined in detail.

P R e S e n T e R :

Kathleen Quinn, Executive Director, National Adult Protective Services Association

3:45 p.m. – 4:00 p.m. Break

2:30 p.m. – 3:45 p.m. (Continued)




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Regency CAoA Intensive—Role of State Medicaid Agencies in Evidence-Based Prevention Program Delivery and Distribution SystemsIn 2010, 47 states and territories received American Recovery and Reinvestment Act-funded cooperative agreements from the Administration on Aging (AoA) to establish state delivery and distribution systems to systematically deliver chronic disease self-management programs. The grants are aimed at helping State Units on Aging, state health departments and state Medicaid agencies to work together with local community partners to ensure that at least 50,000 older adults have participated in evidence-based chronic disease programs by March 30, 2012. This session will provide an overview of the benefits of evidence-based chronic disease self-management programs and examples of the important role that state Medicaid agencies are playing in increasing access to and fostering financial sustainability for these valuable programs.


Jane Tilly, DrPH, Team Leader, Health and Dementia Programs, Administration on Aging; Representative from Iowa State Unit on Aging, Washington State Unit on Aging, and North Carolina State Medicaid Agency

Regency ACMS Intensive—Quality and HCBS Part IIThis session will be guided by a panel consisting of representatives from the Centers for Medicare & Medicaid Services (CMS), National Association of States United for Aging and Disabilities (NASUAD), National Association of State Directors of Developmental Disabilities Services (NASDDDS) and National Association of Medicaid Directors (NAMD). The panel will pro-vide participants with information regarding the recent activities CMS and the Associations have partnered in to begin the process of examining the quality data and experience to date, what it tells us about the quality struc-ture in the 1915(c) waiver and how the process can be refined to better meet the needs of the individuals, states and CMS.

The final half of the session will be open for participants to dialogue with the panel regarding the participant’s concept of a quality system and recommendations to consider as CMS and the Associations continue this process.

While the workshop will focus on Continuous Quality Improvement (CQI) for the Medicaid 1915(c) Home and Community Based Services Waiver (HCBS) waiver programs, the session is also appropriate for administrators and providers of other HCBS programs.




Monday

m o D e R A T o R S :

Jennifer Burnett, Director, Division of Community; and System Transformation and Anita Yuskauskas, Technical Director, Division of Community and System Transformation


Ralph Lollar, Director, Division of Long Term Services and Supports; Jackie Glaze, Associate Regional Administrator, CMS Region IV, Atlanta; Matt Salo, Executive Director, National Association of Medicaid Directors, Nancy Thaler, Executive Director, National Associaiton of State Directors of Developmental Disabilities Services; and Martha Roherty, Executive Director, NASUAD

Regency BAoA Intensive—The Role of Technology in Health ReformWhether at the state or community level, technology plays a critical role in the implementation of health care reform. This workshop will present an update on technology initiatives that support health care reform including health information exchanges and the Beacon Communities, and the role of the aging network—present and future—in such initiatives.

m o D e R A T o R :

Marisa Scala-Foley, Social Science Analyst, Office of Policy, Analysis and Development, Administration on Aging


Janhavi Kirtane, Director of Clinical Transformation, Office of the National Coordinator for Health information Technology, U.S. Department of Health & Human Services; Claudia Williams, Director of State HIE Program, Office of the National Coordinator for Health information Technology, U.S. Department of Health & Human Services

ThorntonBuilding a Successful ADRC Network: “Public/Private Partnerships—The Best of Both Worlds”The Commonwealth of Virginia has chosen a public/private partnership approach to Aging and Disability Resource Centers (ADRC). This virtual approach to collaborating with public agencies and private providers is in keeping with the vision and mission of ADRC to provide comprehensive long term support options to older adults and individuals with disabilities. As we continue to work towards widespread systems change, serving multiple populations and establishing person-centered practices, there is tremendous benefit to be





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gained from sharing referrals across public and private lines. The initial investment necessary to pursue the public/private partnership approach to ADRC is considerable but warranted: the public/private partnership approach promotes the utilization of HCBS, encourages community integration and inclusion, and builds a robust virtual system that creates a road map to move us towards a future service system that supports individuals in living full lives in the environment of their choice.

P R e S e n T e R :

Katie Roeper, Assistant Commissioner, Virginia Department for the Aging

YosemiteMoney Follows the Person Demonstration: Catalyst for System ChangeWashington, Connecticut, and Texas are three of the original seventeen Money Follows the Person Demonstration (Demonstration) states that have been operational since 2008. Combined, these three states have relocated over 5,000 individuals across disabilities regardless of age. Each state is using the Demonstration as catalyst to go beyond the original concept of the Demonstration as a mechanism for relocation but as an initiative and philosophy to make significant changes to their comprehensive long-term services and supports (LTSS) system. Their collective experience has identified major barriers to relocation and the necessary systems supports for ongoing successful community living. In this session, Washington, Connecticut, and Texas will share their experience changing their LTSS systems. Washington will detail their multi-approach to pre-relocation; Connecticut will detail their nursing facility business diversification incentive initiative; and Texas will detail the relocation of individuals with co-occurring behavioral health and other disabilities including intellectual. Conference participants will hear lessons learned through these three original Demonstration states; information and best practices regarding working with individuals with complex functional needs; and how to use the Demonstration as a cata-lyst for a more comprehensive LTSS system change and as a mechanism to leverage other existing dollars from various state initiatives.


Marc S. Gold, Special Advisory for Policy and Promoting Independence, Office of the Commissioner, Texas Department of Aging and Disability Services; Dawn Lambert, Money Follows the Person Project Director, State of Connecticut, Department of Social Services; and Liz Prince, Project Director, Roads to Community Living, Aging and Disability Services Administration, Washington Department of Social and Health Services




Monday


Regency DSupporting People with Developmental Disabilities at Risk for Offending Behaviors in Home and Community Based SettingsStates and community providers continue to grapple with the complexities of serving people with developmental disabilities who have histories of high risk behaviors, such as sexual offending, fire setting and severe aggression, in home and community based settings. This session will examine a person-centered approach to early identification of ‘at risk’ people, what a comprehensive and dynamic risk assessment should look like, and how to use person-centered planning principles to develop a risk management plan for the person being supported. Lessons learned from several states will be highlighted.


John Finn, BS, MS, Board Certified Forensic Examiner and Fellow of the American College of Forensic Examiners, Consortium on Innovative Practices and Rebecca Wright, MSW, LCSW, President, Consortium on Innovative Practices

Yellowstone/EvergladesCare Coordination and the Role of the Aging NetworkThe session will focus on how the Aging Network and the health care system can work together to provide care coordination for older adults. Panelists will update the audience on the various care coordination demonstrations that the Affordable Care Act mandated and that the Centers for Medicare & Medicaid Services (CMS) has created, and how the Aging Network has interacted with these initiatives. The panel will also discuss the reauthorization of the Older Americans Act and what changes may be made in the law to promote coordination between the acute medical care world and the long-term supports and services work. The discussion will include examples of effective models of coordination and the challenges faced by both patients/consumers and providers of care.


Michael Ginsburg, MSW, Program Manager, The New York Academy of Medicine, Social Work Leadership Institute; and Bob Blancato, National Coordinator, Elder Justice Coalition

5:30 p.m. – 7:00 p.m. ReceptionRegency Foyer





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9:00 a.m. – 11:30 a.m. CIRS-A TestingCongressional C

8:30 a.m. – 9:45 a.m. Tuesday Workshops

Regency CAoA Intensive—Improving Services, Systems and Transitions for Medicare-Medicaid EnrolleesWith a focus on testing new approaches and coordinating what is now fragmented care, CMS’ Medicare and Medicaid Coordination Office seeks to improve the alignment between Medicare and Medicaid and create a more seamless system for consumers. This workshop will look at pilot programs initiated by this office that seek to develop new state and local models for integrating and improving care for duals.


Marisa Scala-Foley, Social Science Analyst, Office of Policy Analysis and Development, Administration on Aging; and Tim Engelhardt, Director, Demonstrations, Modeling, and Analytics Group, Medicare-Medicaid Coordination Office, CMS

Regency ACMS Intensive—Integrating Care: Delivery Model and Payment ReformThis session will provide an overview of trends for serving individuals in integrated delivery models, including health homes, patient-centered medical homes, Accountable Care Organizations (ACO), and managed care models.

m o D e R A T o R :

John Michael Hall, Director, Division of Integrated Health Systems


Mary Pat Farkas, Division of Integrated Health Systems; and Camille Dobson, Technical Director, Division of Integrated Health Systems



Tuesday


YosemiteSustainable Community Living Options to Support TransitionsAffordable community living options are necessary to the successful implementation and sustainability of home and community based programs such as Money Follows the Person. Cross agency collaborations are a critical component to the development of comprehensive housing strategies to support not only transition from institutional settings but diversion of consumers from being institutionalized. This workshop will highlight community living programs and will provide examples of how states are currently implementing permanent supportive housing and other models to expand affordable, accessible and integrated housing options, creating sustainable programs through cross agency coordination and building local partnerships to create a comprehensive strategy to support community transition and prevent institutionalization.


Candace Baldwin, Senior Policy Advisor, NCB Capital Impact; Leyla Sarigol, Project Director, Money Follows the Person, Office of Chronic and Long Term Care, District of Columbia Department of Health Care Finance; Diane Dressler, Director of Adult Services and Training, Maryland Center for Developmental Disabilities, Kennedy Krieger Institute; and Robin Wagner, Deputy Assistant Secretary for Long Term Supports and Services, Office on Aging and Adult Services, Louisiana Department of Health and Hospitals

Regency BProtecting Seniors from Financial Abuse and ScamsSeniors are prime targets for a growing number of unethical professionals who use deception to sell them unsuitable products such as trusts, annuities, long-term care insurance, and predatory loans. This workshop will highlight common areas for abusive scams to vulnerable seniors. Attendees will become informed consumers of complicated retirement products; and learn to navigate the programs that impact seniors most, including annuities, long-term care, pensions, reverse mortgages, Social Security and trusts. Aging professionals will also hear from key agencies and a collaborative network about available training programs and tools to protect potential victims from financial scams, as well as tools to help seniors secure retirement benefits for which they are eligible. The content covered is especially relevant for those who work on the front lines in order to sharpen their skills at detecting elder financial abuse. There will be additional discussion about the unique circumstances women face in retirement and in old age that put them at greater risk for financial exploitation and poverty.

8:30 a.m. – 9:45 a.m.(Continued)




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Cindy Hounsell, President, Women’s Institute for a Secure Retirement; and Kathleen Quinn, Executive Director, National Adult Protective Services

Regency DThe Growth and Prevalence of Participant-Directed Programs Since 2001, changes in Medicaid policy and expanded financial support from the Administration on Aging (AoA) and the Veteran’s Administration (VA) have led to the expansion of the number of participant-directed long-term services and supports (LTSS) programs from 139 to over 240. Using findings from our national survey of publically funded participant-directed programs, this presentation provides an overview of the prevalence of participant-direction and provides information regarding the size, cost, and Financial Management Services (FMS) model of programs in all fifty states. The panelists will provide their feedback on the data, including how it would be most useful to their program and what other information might be helpful in future studies. This session can be useful and informative to agencies implementing or considering participant direction programs, while the panelists’ perspectives can offer valuable lessons learned. Audience questions, discussion, and dialogue will be encouraged.


Mark Sciegaj, Associate Professor of Health Policy and Administration, Pennsylvania State University; Issac Selkow, Senior Consultant for Research and Training, National Resource Center for Participant-Directed Services (NRCPDS); Cathy Creapaux, Manager of the Statewide Caregiver Program, NH Department of Health & Human Services; Elena Nicolella, Medicaid Director, Rhode Island; and Debby Ellis, Program Director, AR IndependentChoices Program

ThorntonCMS Assistance to States to Measure the Strength of the Direct Service WorkforceState efforts to create balanced, person-centered long-term services and supports systems cannot succeed without a strong workforce of personal care and home care aides, direct support professionals, home health aides, and similar workers who provide direct services and supports in the community. To develop and assess policies and programs that will help build a strong direct service workforce, states need reliable information to understand where the most pressing





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problems lie, as well as trends over time. Yet current state data systems do not routinely track information about these workers by job title and setting.

This session will discuss six key core direct service workforce data elements—volume, full-time/part-time status, turnover, vacancies, wages, and benefits—recommended for state data collection and identified through a collaborative effort of the Centers for Medicare & Medicaid Services (CMS) National Direct Service Resource Center, representatives from 13 states, and CMS and other federal agencies. The session will also discuss state-level workforce data available from existing data sources and a CMS initiative to assist the seven State Profiling Tool (SPT) grantee states to collect the six recommended core direct service workforce data elements, through surveys of agencies and independent providers, and develop systems to continue tracking this information over time.

m o D e R A T o R :

Kathryn King, Project Officer, Centers for Medicare and Medicaid Services


Steve Edelstein, National Policy Director, PHI; and Sheryl Larson, Research Director, Institute on Community Integration, University of Minnesota

Yellowstone/EvergladesAre You Ready? Get the Latest Developments regarding Emergency Warning BroadcastsIf you are interested in learning about the latest developments regarding emergency warning broadcasts and emergency preparedness for older adults, people with disabilities, people with limited English proficiency (LEP), and the general public, you will not want to miss this workshop. In addition to learning about upcoming developments, you will be able to give your input and experiences regarding the work of helping people with functional and access needs understand and respond to emergency broadcast alerts. Your input and the session summary will be provided to the Federal Emergency Management Agency (FEMA) via a contractor working on the Integrated Public Alert Warning System (IPAWS) project.

P R e S e n T e R :

Maria Greene, Senior Consultant, NASUAD

9:45 a.m. – 10:00 a.m. Break





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10:00 a.m. – 11:15 a.m. Tuesday Workshops

Regency CAoA Intensive—Will You Know It When You See It? How to Know that Your State has a Successful Long-Term Care Ombudsman Program This session will look at the core requirements in the Older Americans Act, the common elements of successful programs, and the variety of ways that states have chosen to structure the LTCO program. Questions to be explored: If the program is outside of the State Unit on Aging, what are ways to keep the program coordinated with the broader aging network? What structures have had success—both within and outside of the State Unit? What resources are available to states to help them succeed in providing high quality ombudsman services to long-term care facility residents?

P R e S e n T e R :

Becky Kurtz, Director, Office of Long-Term Care Ombudsman Programs, Administration on Aging; Louise Ryan, Ombudsman Program Specialist, Administration on Aging; and Deborah Merrill, Senior Policy Director, NASUAD

Regency ACMS Intensive—Grants, Projects and Opportunities: Using Balancing Incentive Program, Money Follows the Person and Other Tools to Strengthen HCBS InfrastructureThis session will provide an overview of demonstration programs and how they can be used and leveraged to bolster state efforts to provide home and community based services (HCBS).

m o D e R A T o R :

Jennifer Burnett, Director, Division of Community and System Transformation


CMS Division of Community System Transformation Staff

ThorntonAoA Intensive—Aging and Disability Resource Centers: Mileposts for Rebalancing Long-Term Supports and ServicesThis session will provide a description of key mileposts that states can use to support their rebalancing efforts. Specifically speakers will discuss how Aging and Disability Resource Centers (ADRC)/No Wrong Door models which build on strong partnerships across aging and disability




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are helping create vision/champions across the country. In addition, speakers will share how ADRCs are facilitating other long-term services and supports (LTSS) reform efforts such as care transitions, consumer direction, uniform assessment tools, quality measures and more. You will hear national and state perspectives that will help states accelerate their rebalancing efforts.


Elizabeth Leef, Program Specialists, Office of Program Innovation, Administration on Aging; Shawn Terrell; Health Insurance Specialist, Office of Disability; Jean Accius, Project Officer, Disabled and Elderly Health Programs Group, CMS; and Jim Rothrock, Director, Virginia Department for the Aging

Regency BUse of Braided Funding to Help Persons with Serious Mental Illness and Autism Spectrum Disorders in the Evidenced-Based Practice of Supported Employment Use of Medicaid funding and state vocational rehabilitation dollars can be combined to implement the evidenced based practice of supported employment. Resources are limited and programs must seek creative funding to implement best practices to ensure that persons living with disabilities are able to gain and sustain employment as part of recovery. This workshop will provide an overview of evidenced-based supported employment in a non-profit setting, address strategies to help clients find employment and address on-going supports needed for job tenure. Braided funding provides an array of services that can be tailored to individual needs and preferences so that client choice and person-centered planning occurs. Skills training and supports are intended to help clients, families and service providers address problems with work behaviors, social skills, organization skills and coping strategies for dealing with anxiety and stress on the job. Skill teaching and behavioral supports can include: feedback on communication skills, assistance with using public transportation, support for independent living skills, time management and problem solving skills. This presentation will include a panel of consumers who will highlight skills and supports needed to be successful with gaining employment when disabled or returning to the workforce after years of being unemployed.

P R e S e n T e R :

Mary Brown, APRN, CS, BC, CPRP, Senior Vice President/Clinical Director, PRS, Inc.

10:00 a.m. – 11:15 a.m. (Continued)




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Regency DHelping Medicaid’s ‘Medically Needy’ Stay at HomeIn most states, individuals with incomes exceeding Medicaid’s eligibility limits can attain coverage through Medicaid’s medically needy category, under which individuals are able to meet what is essentially a deductible qualify. However, special rules that apply to the medically needy may place those seeking home and community based services (HCBS) at a disadvantage. For example, the medically needy have historically been denied sufficient personal maintenance allowances and spousal impoverishment protections in HCBS waivers, and they may be uniquely vulnerable to losing coverage if they transition to the community through Money Follows the Person. But the environment may be improving. For example, the Affordable Care Act’s (ACA) mandatory extension of the spousal impoverishment protections to most HCBS recipients specifically identifies the medically needy as a beneficiary, and the Centers for Medicare & Medicaid Services (CMS) has started to independently work on parity for the medically needy in waivers. This workshop will present an overview of the medically needy category, the challenges faced by those seeking HCBS, and the special efforts being made to help the medically needy stay at home.

P R e S e n T e R :

Gene Coffey, Staff Attorney, National Senior Citizens Law Center

Yellowstone/EvergladesExpanding the Use of Assistive Technologies and Home ModificationsPolicymakers are interested in supporting family caregivers of older adults with chronic illness/disability living in the community. Recent studies indicate that physical strain (overexertion, injuries) is an important, overlooked problem for these caregivers. Family caregivers often perform strenuous tasks (lifting, transferring). The risk is exacerbated when communication challenges with people with Alzheimer’s disease lead to resisting assistance/assaults. Also, many homes are not designed to support independent living and family caregiving for older adults with disabilities.

Assistive technologies and home modifications can help; however, their use among family caregivers has been limited. Since 2000, the Older Americans Act has provided funding for the National Family Caregiver Support Program (NFCSP) to provide information/referral, respite, and other services—including assistive technology and home modifications—to family caregivers of older adults. However, assessing and paying for devices and home modifications that may assist them is a challenge for many family caregivers.

10:00 a.m. – 11:15 a.m. (Continued)




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This session will highlight results from surveys on caregiver and care recipient readiness to use technologies, an example of a successful intervention, and an Office of the Assistant Secretary for Planning and Evaluations (ASPE) project that is developing recommendations and a dissemination plan for expanding the use of assistive technologies and home modifications through the NFCSP and state Assistive Technology Act Programs.


Pam Doty, Project Officer, Assistant Secretary for Planning and Evaluation; Lisa Alecxih, Vice President, The Lewin Group; Greg Link, Aging Services Program Specialist, Administration on Aging; Kathleen Kelly, Executive Director, Family Caregiver Alliance, National Center on Caregiving; Margaret Campbell-Kotler, Caregiver Training and Education, Office of Care Management and Social Work, Veteran’s Affairs; and Mary Becker, Program Manager, Aging in Place, Howard County Office on Aging

YosemiteEnhancing Suicide Prevention Among Older Adults This presentation highlights a statewide training program addressing suicide prevention among older adults. It describes how a ‘blended model’ of face-to-face and online training was used to bring together the often separate worlds of mental health and aging, using an existing statewide coalition, with the goal of creating change through training.


Anna Papantonakis, Online Training Manager, Boston University—Institute for Geriatric Social Work; and Kathy Kuhn, LICSW, Director of Workforce Development, Boston University—Institute for Geriatric Social Work

11:15 a.m. – 11:45 a.m. Time with Exhibitors

11:45 a.m. – 12:45 p.m. Lunch

12:45 p.m. – 2:30 p.m. Plenary SessionRegency Ballroom

10:00 a.m. – 11:15 a.m. (Continued)




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12:45 – 1:30 p.m. Breaking through the Complexity of LTSS Data: Using Data to Improve Service Quality and System Performance

m o D e R A T o R :

Martha Roherty, Executive Director, NASUAD


Susan Reinhard, Senior Vice President, AARP Public Policy Institute, the LTSS Scorecard project director; Charles Moseley, National Association of State Directors of Developmental Disabilities Services, National Core Indicators Program Director

Performance Outcomes. Benchmark Settings. Reliability and Validity. Composite Measures. What does it all mean? More importantly, how can you best use these measures to create a high performing long-term services and supports (LTSS) system?

This session will break it down into plain English for administrators and advocates who want to improve LTSS in their states. The session will feature new outcomes data from the AARP Public Policy Institute’s LTSS Scorecard project and the National Association of State Directors of Developmental Disabilities Services’ and Human Services Research Institute’s National Core Indicators Program. Experts will describe in practical, everyday terms how state policymakers and stakeholders can use these tools to strengthen the LTSS system.

Martha Roherty, Executive Director, NASUAD Ms. Roherty is the Executive Director of the National Association of States United on Aging and Disabilities. Since 1964, the National Association of State Units on Aging has been the bipartisan, professional, nonprofit organization of representatives of state aging agencies (including the District of Columbia and the territories). In June 2010, recognizing the broadening scope of the state aging agencies portfolio, the association changed its name to the National Association of States United on Aging and Disabilities. The primary purposes of NASUAD are to serve as a focal point of communication between the states and the federal government and to provide an information network among the states on long-term services and supports.




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Ms. Roherty and her staff are responsible for educating Congress, the Administration, other state executive branch organizations, advocacy groups, and the general public on administrative and health and social policy issues of special concern to the state officials administering the programs for long-term care services. Ms. Roherty also furnishes technical assistance to state aging, Medicaid, and disability program staff.

Prior to joining NASUAD, Ms. Roherty served as the director of the National Association of State Medicaid Directors. In that capacity Ms. Roherty helped states as they navigated through many transitions in the Medicaid program including transitioning the dually eligible population to Medicare Part D; the development of Medicaid waivers in the aftermath of Hurricane Katrina; and the conception of and implementation of the Deficit Reduction Act.

As Executive Director of NASMD (now NAMD) Ms. Roherty was instrumental in starting the Medicaid Transformation Grant Collaborative with former Arizona Medicaid Director Tony Rodgers. In her current capacity, Ms. Roherty has highlighted the importance of having state aging and disability partners participating in the development of both electronic health records and electronic medical records that incorporate both clinical and non-clinical aspects relevant to the individual’s well-being. Ms. Roherty also serves on the National Quality Forum’s Health Information Technology Advisory Committee.

Ms. Roherty has also held various positions at The Finance Project, the National Association of State Budget Officers, the National Governors Association, and the National Conference of State Legislatures. Ms. Roherty holds a master of public policy with a concentration in finance from the University of Maryland.

Susan Reinhard, Senior Vice President, AARP Public Policy Institute Susan C. Reinhard is a Senior Vice President at AARP, directing its Public Policy Institute. She also serves as the Chief Strategist for the Center to Champion Nursing in America at AARP, a national resource and technical assistance center created to ensure that America has the nurses it needs to provide care both now and in the future.

Prior to AARP, Dr. Reinhard served as a Professor and co-Director of Rutgers Center for State Health Policy where she directed several national initiatives to work with states to help people with disabilities of all ages live in their homes and communities. Previously, she served three governors as Deputy Commissioner of the New Jersey Department of Health and Senior Services, where she led the development of health policies and nationally recognized programs for

12:45 – 1:30 p.m.(Continued)




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family caregiving, consumer choice and control in health and supportive care, assisted living and other community based care options, quality improvement, state pharmacy assistance, and medication safety. She also co-Founded the Institute for the Future of Aging Services in Washington, DC and served as its Executive Director of the Center for Medicare Education.

Dr. Reinhard is a former faculty member at the Rutgers College of Nursing and is a fellow in the American Academy of Nursing. She holds a master’s degree in nursing from the University of Cincinnati, and a PhD in Sociology from Rutgers, The State University of New Jersey.

Charles R. Moseley, Ed.D., National Association of State Directors of Developmental Disabilities Services, Associate Executive DirectorCharles Moseley has worked in the developmental disabilities field for more than 38 years. As Associate Executive Director for National Association of State Directors of Developmental Disabilities Services (NASDDDS), he manages national projects and research, performs state and federal policy analysis, and provides technical assistance to states on Medicaid, self-determination, systems change, individual budgeting, and other areas. Dr. Moseley was the Co-Director of the National Program Office on Self-Determination, a Robert Wood Johnson Foundation project at the University of New Hampshire Institute on Disability. Prior to that, he was the Director of Vermont’s Division of Developmental Services for 11 years. He led the initiative to close the state’s institution, transition all services to community-based alternatives, and restructure service delivery to incorporate self-directed services. He holds a doctorate in disability policy from Syracuse University.

1:30 –2:30 p.m. C o n V e n e R :Martha Roherty, Executive Director, NASUAD


Sharon Lewis, Commissioner, Administration on Developmental Disabilities

Henry Claypool, Director of the Office on Disability, U.S. Department of Health and Human Services

12:45 – 1:30 p.m.(Continued)




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Sharon Lewis, Commissioner, Administration on Developmental Disabilities Sharon Lewis was appointed Commissioner of the Administration on Developmental Disabilities in March 2010. Prior to her appointment as Commissioner, she served as the Senior Disability Policy Advisor to U.S. House Committee on Education & Labor, advising members of the Committee on legislative strategy and disability-related policy issues in education, employment and healthcare, and as a Kennedy Public Policy Fellow for U.S. Senate Subcommittee on Children & Families. Sharon is the recipient of numerous awards, including the 2010 Distinguished Leadership in National Disability Policy Award and the Consortium for Citizens with Disabilities Chairman’s Award.

In Oregon, Sharon worked on public policy for the Oregon Developmental Disabilities Coalition and for the Arc. She served as the co-chair of the Oregon Family Action Coalition Team, founded DisabilityCompass.org and managed the Oregon Partners in Policymaking Program, working with individuals with disabilities and family members to participate in policy decisions at all levels. Sharon is a parent to three daughters, including one with disability. She is a native of Michigan and a graduate of Washington University in St. Louis.

Henry Claypool, Director of the Office on Disability, U.S. Department of Health and Human ServicesAs the Director of the Office on Disability, Mr. Henry Claypool serves as the primary advisor to the HHS Secretary on disability policy and oversees the implementation of all HHS programs and initiatives pertaining to Americans with disabilities.

Mr. Claypool has 25 years of experience with developing and implementing disability policy at the Federal, State, and local levels. As an individual with a disability, his personal experience with the nation’s health care system provides a unique perspective to the agencies within HHS and across the Federal government. Mr. Claypool sustained a spinal injury more than 25 years ago. In the years following his injury, he relied on Medicare, Medicaid, Social Security Disability Insurance and Supplemental Security Income, which enabled him to complete his bachelor’s degree at the University of Colorado. After completing his degree, he spent five years working for a Center for Independent Living, after which he became the Director of the Disability Services Office at the University of Colorado-Boulder.

Mr. Claypool also served as the Director of Policy at Independence Care System, a managed long-term care provider in New York City. Mr. Claypool served for several years as an advisor to the Federal government on disability policy and related issues. From 1998-2002,

1:30 –2:30 p.m.(Continued)




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he held various advisory positions at HHS, including Senior Advisor on Disability Policy to the Administrator of the Centers for Medicare and Medicaid Services during the Clinton administration. From 2005-2006, he served as a Senior Advisor to the Social Security Administration’s Office of Disability and Income Support Programs.

In 2007, Mr. Claypool was also appointed by Governor Tim Kaine of Virginia to serve on the Commonwealth’s Health Reform Commission.

2:30 p.m. – 3:00 p.m. Break—Dessert and coffee with Exhibitors Door Prize Drawings

4:00 p.m. – 6:00 p.m. Conversation with Regional Administration on Aging Administrators (State Directors Only)

Congressional Room A

3:00 p.m. – 4:15 p.m. Tuesday Workshops

Regency CAoA Intensive—Improving Outcomes through Accountable Care: Accountable Care Organizations and MoreYou may have heard about Accountable Care Organizations (ACO), but what do you know about other new and upcoming Medicare and Medicaid demonstrations? There are many new programs that coordinate health and long-term services across multiple care and community based settings. This panel will break down the components of new programs such as health homes, ACOs, and more. Learn about these opportunities, how they interrelate and the role for the Aging Network.

m o D e R A T o R :

Abby Morgan, Social Science Analyst, Office of Policy Analysis and Development, Administration on Aging


John O’Brien, Field Director—Partnership for Patients, CMS Innovation Center; Mary Beth Ribar, CMCS Disabled and Elderly Health Program Group, CMS

1:30 –2:30 p.m.(Continued)




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Regency ACMS Intensive—CMS Open Mike SessionThe Centers for Medicare & Medicaid Services (CMS) will field questions from the audience on a variety of topics. CMS staff will be present and respond to questions.


CMS Staff

Regency BProfessional Partners Supporting Family CaregiversThe 2008 Institute of Medicine report, Retooling for an Aging America: Building the Health Care Workforce emphasizes the need to prepare professionals, paraprofessionals and informal family caregivers to support an aging and diverse population. The study shows that there is a shortage of nurses and social workers who are educated to meet the needs of older adults and their family caregivers. Recent reports also highlight the growing complexity of health tasks provided by fam-ily caregivers. This session will highlight best practices as it discusses implications of newly developed Standards for Social Work Practice with Family Caregivers of Older Adults and explores the development of a model, piloted in New Jersey, to incorporate family caregiver assessment and targeted intervention in Aging and Disability Resource Centers (ADRC’s). There will also be a discussion around the development of public policies that support the needs of family caregivers and strength-en the role of the professional caregiver in supporting their needs.


Susan C. Reinhard, RN, PhD, FAAN, Senior Vice President, AARP Public Policy Institute; Kathleen Kelly, MPA, Executive Director, Family Caregiver Alliance, National Center on Caregiving; Cynthia Woodcock, MBA, Director of Long-Term Services and Supports Policy and Research, The Hilltop Institute; Catherine Dailey, RN, Quality Assurance Liaison, New Jersey Department of Health and Senior Services; and Chris Herman, MSW, LICSW, Senior Practice Associate, Aging, National Association of Social Workers





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ThorntonMedicare and Medicaid Reforms, the Opportunities for Home and Community Based ProvidersThis panel will discuss the long-term care (LTC) reforms that are occurring at both the federal and state level and the opportunities they create for home and community based providers. Discussion is focused on capitation arrangements, integrated programs of care for dually eligible persons and new fee for service models like Accountable Care Organizations (ACO) and medical homes. The panel will discuss and analyze state demonstrations to integrate care for dual eligibles and newly announced Centers for Medicare & Medicaid Services (CMS) policies to support state efforts to integrate care.

Since the principal way to contain the growth of long term care costs is to rebalance, the move toward capitation and managed care should result in a significant increase in funding for home and community based services. The panel uses specific examples from Tennessee, California and Florida to discuss these trends and real and perceived impacts on the various interests.

This new environment will significantly increase demand for capabilities of home and community based services (HCBS) providers. Patient-centered care that can integrate medical, behavioral and social needs; Care Transitions and a single entry point to LTC; Assessments, Care Plans and Care Management and increased HCBS system capacity, all will become the responsibilities of the HCBS domain. The panel will discuss how traditional aging providers can avail themselves of these opportunities.


The Honorable Josefina G. Carbonell, former HHS Assistant Secretary for Aging, Senior Vice President of Long-term Care and Nutrition, Independent Living Systems, LLC; Joshua F. Sloop, Executive Director of AmeriChoice by United HealthCare; Francis A. Burns, former HHS Deputy Assistant Secretary for program operations, Administration on Aging; and Raymond Noonan, Director of Program Development, Independent Living Systems, LLC





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Yellowstone/EvergladesMoney Follows the Person in Hard TimesDespite the budget crisis, there will be substantial new money available from the federal government to help individuals make personal decisions and pay for the care they need. The Affordable Care Act (ACA) will make available $3 billion for the State Balancing Incentive Payment Program (BIPP) and $2 billion in funding for Money Follows the Person grants. These programs are intended to give flexibility and autonomy to individuals at a time when states are encouraging people to leave facilities and move into their own housing. Some states have already filed planning grants and others are considering options under BIPP, which starts October 1, 2011. While states are trying to save money on Medicaid by trimming spending, the new funding under the ACA offers an unusual opportunity during a period of fiscal hardship. A discussion from experts on how the programs will work and the opportunities and pitfalls each program offers to the aged and persons with disabilities.

m o D e R A T o R :

Bob Rosenblatt, Senior Fellow, National Academy of Social Insurance


Matt Salo, Executive Director, National Association of Medicaid Directors; Lisa Ekman, Program Director, Social Security, Consortium for Citizens with Disabilities; and Lee Goldberg, Health Policy Director, National Academy of Social Insurance

Regency DMental Health & Aging: Evidence Based Practices for Identifying and Treating Depression in Older AdultsAn opportunity to explore practices which are science based and tested to provide positive results for aging clients with mild to moderate depression. To enable participants to become acquainted with Evidence Based Practices for identifying and treating depression in older adults. And discuss outcomes from the Substance Abuse and Mental Health Services Administration’s (SAMHSA) Grants to Enhance Older Adult Behavioral Health Services (TCE grant) program.


Marcia A Marshall, MPA, MA, Project Coordinator, Office of Technical Assistance, National Association of State Mental Health Program Directors; and Charlotte Kauffman, MA, LCPC, Service Systems Coordinator, State of Illinois—Division of Mental Health





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YosemiteUsing Information Technology to Support Home and Community Based Services Programs Information technology tools are essential tools for achieving efficiencies and improving quality. In this work shop, participants will learn about Medicaid matching opportunities to build or building out existing information systems as well as hear from states that have developed comprehensive program management systems. The George Washington University will provide an overview of Medicaid information technology funding options for states. Participants also will hear from South Carolina. As is the case for all states, South Carolina performs quality measures to comply with waiver requirements and assure high quality of care. Phoenix is a software system used as the primary means of monitoring quality. This session will describe how South Carolina uses this system to: maintain an automated complaint system, assure 100 percent compliance with waiver requirements, monitor 100 percent of case manager activities for waiver and policy compliance, and monitor service authorization and provider performance. In addition, the session will focus on how to develop software applications to quickly adapt to new programs and changing oversight requirements. Finally, the session will demonstrate how individual case managers can use Phoenix to get a snapshot of their own quality levels and a comparison to others in their region and the state.


Roy Smith, Director, Division of Community Long Term Care, South Carolina Department of Health and Human Services; Rhonda Feaster, Dept. Head, Division of Community Long Term Care, SC Dept. of Health and Human Services; Vanessa Busbee, Dept. Head, Division of Community Long Term Care, SC Dept. of Health and Human Services; Michael Bremseth, Director of Research, Center for Social Research and Assessment, Winthrop University; and Patricia MacTaggart, MBA, MMA, George Washington School of Health Policy

4:15 p.m. – 4:30 p.m. Break





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4:30 p.m. – 5:45 p.m. Tuesday Workshops

Regency CAoA Intensive—The Partnership for Patients: Better Care, Lower CostsIn April, Health and Human Services Secretary Kathleen Sebelius announced the Partnership for Patients, a new national public-private part-nership with ambitious goals for improving patient safety—reducing harm in hospitals and reducing readmissions to hospitals. The announcement of the Partnership included the release of the solicitation for the Community-based Care Transition Program (CCTP), mandated by Section 3026 of the Affordable Care Act, through which HHS has committed $500 million to community-based organizations partnering with eligible hospitals to help people with Medicare safely transition between settings of care. This ses-sion will provide an overview of both the Partnership for Patients and the CCTP, and how the aging network can get involved.


Mimi Toomey, Director of Policy Analysis and Development, Office of Policy and Development, Administration on Aging; John O’Brien, Field Director—Partnership for Patients, CMS Innovation Center

Regency ACMS Intensive—Medicaid and Supports for EmploymentThe Centers for Medicare & Medicaid Services (CMS) staff will present on opportunities to support employment through Medicaid policies, programs and services. Medicaid Buy-In, State Medicaid Infrastructure Grant (MIG) activities and employment services will be highlighted.

m o D e R A T o R :

Jennifer Burnett, Director, Division of Community and System Transformation


Annette Shea, Health Insurance Specialist, Division of Community and System Transformation; Nancy Kirchner, Health Insurance Specialist Division of Long Term Services and Supports; and Colleen Gauruder, Health Insurance Specialist, Division of Long Term Services and Supports




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Yellowstone/EvergladesBuilding a Delivery System for Evidence-Based Healthy Aging ProgramsThe Affordable Care Act (ACA) offers Area Agencies on Aging a variety of opportunities to expand offerings for the older adults they serve, including the implementation of evidence-based healthy aging programs. Panelists will share successful strategies for partnering with healthcare organizations in initiatives such as medical homes and transitional coaching, as well as using MIPPA (Medicare Improvements for Patients and Providers Act), Options Counseling, Money Follows the Person, and Care Transitions to integrate referral and funding for evidence-based programs.

As new mandates of ACA are implemented, there are increased opportunities for the aging network to play a vital role in linking people with chronic conditions to services and programs that can help them better manage their conditions. Panel presenters will share innovative examples of ACA referral and funding initiatives that can be replicated by their colleagues. Panelists will highlight the current national impact and reach of evidence-based programs, as well as describe the improved quality of life, enhanced communication between healthcare providers and clients, and positive health behaviors adopted by individuals that participate in these programs. The panelists will engage participants in an interactive discussion to explore additional opportunities for ensuring sustainable funding for healthy aging programs.


Sue Lachenmayr, Senior Program Associate, National Council on Aging—Center for Healthy Aging; Tina Zsenak, New Jersey Department of Health and Senior Services—Division of Aging and Community Services; and Stephanie Hull, Chief, Aging and Disability Resource Center—Maryland Access Point, Maryland Department of Aging





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Regency BEvaluation of Adult Protective Services Programs and Assessment Tools—Results of a study of twelve states’ APS programsThe state of Washington contracted with NASUAD to research the best practices of other states’ assessment tools used by Adult Protective Services (APS) staff at the point of intake of a report and the investigation of reports of abuse, neglect, and exploitation of vulnerable adults. Research was conducted regarding other states’ applications, policies, training, and practices of the administration of the APS program. Twelve states including Washington participated in this study. Come join us for a robust discussion which may also assist your state in improving outcomes for vulnerable adults that have been abused, neglect, or exploited.


MaryAnne Lindeblad, BSN, MPH, Assistant Secretary, Aging and Disability Services Administration; and Maria Greene, Senior Consultant, NASUAD

YosemiteCognitive Adaptation Training—Adaptive Aids for the BrainPeople with mental illness are a large and growing category of nursing facility admissions across the US. Severe mental illness can impair cognitive skills, limiting a person’s ability to perform the activities of daily living. This results in poor physical health and increases the likelihood of dependence on institutional long term care services. Cognitive Adaptation Training (CAT) is an individualized, evidence-based intervention which combines simple, inexpensive supports (such as signage, alarms, calendars and organizing possessions) with a motivational, strengths-based approach to help people compensate for cognitive issues resulting from severe mental illness. Using CAT, people can reclaim their ability to perform daily activities such as managing appointments, taking medication, dressing, bathing, cooking, shopping and engaging in community life. CAT is a powerful tool that is helping people with severe mental illness reintegrate from nursing facilities and other institutions to the community and live more independently. This session will include individual examples from the nationally recognized Texas Money Follows the Person Behavioral Health Pilot and hands-on demonstration of CAT techniques. Participants will receive a copy of the CAT how-to manual and will also learn how CAT services could be financed via Medicaid.





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Allen Pittman, MSW, Project Manager, Money Follows the Person Behavioral Health Pilot; and Natalie Maples, M.A., Faculty Associate, UT Health Science Center—San Antonio

ThorntonQuality Starts with the Customer ExperienceAs consumer direction continues to grow and mature as a service delivery option for populations with a broad range of needs and disabilities, the structured measurement of quality assurance is becoming imperative. The Oklahoma Department of Human Services (OKDHS) and Public Partnerships, LLC (PPL) have partnered since 2009 to deliver the Consumer Directed Personal Assistance Supports and Services (CD-PASS) program to approximately 475 participants and their accompanying employees. Since PPL began serving as the Fiscal Employer Agent for the CD-PASS program, OKDHS and PPL have worked to establish numerous metrics and benchmark reports to statistically validate that program participants are truly treated as customers and that their experience with the program is captured in a quantifiable and measurable manner.

This presentation will describe the process of implementing customer service standards, metrics used to measure improvements and payroll reports to achieve continuous quality assurance. We will outline the Department’s customer service expectations during the procurement process, PPL’s customer service and reporting systems and review several management challenges that were solved by leveraging customer outreach technology. We will address lessons learned over the past two years and how prioritizing the importance of the customer experience through dedication to superior customer service center technology is a key to ensuring quality in self-directed programs.


Ralph Choate, Director of Customer Service and Operations Analysis/Improvement, Public Partnerships LLC; Mike Lester, HCBS Supports Manager, Oklahoma DHS/Aging Services Division; and Mark Altieri, Program Manager, Public Partnerships, LLC





Tuesday

Regency DAdvocacy & Political Impact: How to get started or take it to the next level Discuss the basics of advocacy and tips on how people with developmental and intellectual disabilities and personal support staff can effectively advocate with their local, state and federal legislators in a fun and effective way.

Learn about options for engaging the aging and disability network in advocacy using Political Action Committees (PACs), C4 designation, and rethinking the grassroots and advocacy work that we’ve done in the past to make it more relevant for a future of tight budgets and ever increasing competing issues. Tools discussed include communication tracking system for advocates, legislative training and continuing education models and other methodologies used in Minnesota and Oregon.


Nicole Palmateer Armstrong, Association Director & Government Relations, Oregon Association of Area Agencies on Aging & Disabilities; and Debra Koop, Director of Training and QA, Lutheran Social Service of Minnesota





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7:00 a.m. – 9:00 a.m. Registration

7:30 a.m. – 8:30 a.m. Breakfast

8:30 a.m. – 10:00 a.m. PlenaryRegency Ballroom

8:30 a.m. – 9:15 a.m. C o n V e n e R : Carol Sala, NASUAD President

S P e A k e R S :

Tim Engelhardt, Medicare-Medicaid Coordination Office, Centers for Medicare & Medicaid Services

Barbara Edwards, Director of the Disabled & Elderly Health Programs Group, Centers for Medicare & Medicaid Services

Tim Engelhardt, Medicare-Medicaid Coordination Office, Centers for Medicare & Medicaid ServicesTim Engelhardt directs demonstrations, models, and analytics for the CMS Federal Coordinated Health Care Office (the Medicare-Medicaid Coordination Office). The office was created in the Affordable Care Act to improve systems for individuals dually eligible for Medicaid and Medicare. Prior to joining CMS, Tim was a consultant with The Lewin Group, where he supported a variety of health and long term care initiatives for federal, state, and local government agencies. Tim previ-ously served as the Deputy Director for Long Term Care Financing at the Maryland Department of Health and Mental Hygiene (the state Medicaid agency). His experience includes policy development, reim-bursement, long term care reform, and managed care implementation. Tim received a BA in Sociology from the University of Notre Dame and an MHS from the Johns Hopkins School of Public Health.




Wednesday

Barbara Edwards, Director of the Disabled & Elderly Health Programs Group, Centers for Medicare & Medicaid Services Barbara Coulter Edwards currently serves as the Director of the Disabled and Elderly Health Programs Group in the Center for Medicaid and State Operations at CMS. Barb has almost 30 years of public and private sector experience in health care financing. She is a nationally recognized expert in Medicaid policy, including managed care, cost containment, long-term care, and state and federal health care reform. She served for eight years as the Ohio State Medicaid Director and has been a Principal with Health Management Associates, Inc. since December 2005. Barb’s work at HMA has focused on Medicaid, national health reform, and service delivery for persons with chronic and disabling conditions. Barb also spent six months as the Interim Director of the National Association of State Medicaid Directors.

As many of you know, Barb is a frequent national presenter on Medicaid trends and State health policy challenges. During her time as Ohio’s Medicaid Director, Barb led significant program reforms, including implementation of Ohio’s comprehensive strategy to promote access to home and community based long-term services and supports, development of a Preferred Drug List for outpatient prescription drugs, expansion of managed care to serve Medicaid consumers, and implementation of Ohio’s State Children’s Health Insurance Program. She served on the federal State Pharmacy Assistance Program Transition Commission during implementation of Medicare Part D, served on the National Quality Forum Steering Committee which recommended standards for nursing home care, and served as vice chair of the National Association of State Medicaid Directors.

9:15 a.m. – 10:00 a.m. C o n V e n e R : Martha Roherty, Executive Director, NASUAD

S P e A k e R :

U.S. Senator Tom Harkin (Invited)





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10:00 a.m. – 10:30 a.m. Break

10:30 a.m. – 11:45 a.m. Wednesday Workshops

Regency CAoA Intensive—Aging with Disability: Research, Policy and PracticeThis session will address the nexus of aging and disability, characterized by the phenomena of aging with a disability. As the population ages and the number of people with disabilities surviving to midlife increases, policy makers and program administrators need to attend to this populations needs. This session addresses three interrelated issues critical to the fields of aging and disability: increasing demand for community based long-term services and supports, a paucity of evidence-based programs demonstrating effectiveness in facilitating independence for those aging with a disability, and lack of an infrastructure to support coordinated investments in “research-to-practice” for this population. Suggestions for collaboration are given, along with roles for key stakeholders.


Michelle Washko, PhD, Specialist in Aging Policy, Administration on Aging; Jane Tilly, DrPH, Team Leader, Health and Dementia Programs, Administration on Aging; and Margaret Campbell, Senior Scientist for Planning and Policy Support, National Institute on Disabiltiy and Rehabilitation Research

Regency ACMS Intensive—Revisiting the Name Game: A Taxonomy for Home and Community Based ServicesStates use over 500 names for 1915(c) waiver services, reflecting the wide range of home and community based services covered across states, but also capturing variations in naming conventions. Inconsistent nam-ing conventions pose challenges when implementing one state’s innova-tive efforts elsewhere, tracking state changes over time, and comparing states to one another. This workshop presents the most recent develop-ments on building a taxonomy of home and community based services (HCBS)—a uniform vocabulary that can be applied to State waiver services, while maintaining state flexibility, findings from applying the HCBS taxonomy to person-level Medicaid claims for 1915(c) waiver services contained in the Medicaid Analytic eXtract (MAX) system and an interactive discussion on data sources to provide more meaningful infor-mation to states, policymakers, researchers, and advocates about service provisions and use of home and community based services.




Wednesday

m o D e R A T o R :

Jean Accius, Health Insurance Specialist, CMS


Steve Eiken, Senior Research Leader, Community Living Systems, Healthcare & Science, Thomson Reuters; and Carol Irvin, Ph.D., Senior Researcher, Mathematica Policy Research, Inc.

Regency BReforms to the Supportive Housing Programs for Seniors and Persons with Disabilities In the 111th Congress, two important bills, the Frank Melville Supportive Housing Investment Act (P.L. 111-374) and Section 202 Supportive Housing for the Elderly Act of 2010 (P.L. 111-372), were enacted into law. These legislative initiatives attempt to streamline and modernize the Section 202 Supportive Housing for the Elderly program and the Section 811 Supportive Housing for Persons with Disabilities program. Working collaboratively with the Department of Health and Human Services (DHHS), the Department of Housing and Urban Development (HUD) is attempting to implement the 202 and 811 reforms to ensure new housing developments serve as a platform for seniors and people with disability to access key services required to live safe and independently in their homes and communities. The presenters, HUD, Centers for Medicare and Medicaid Services, and key advocacy representatives, will discuss the development and passage of these legislative reforms and provide an update on implementation.

m o D e R A T o R :

Jennifer Burnett, Director, Division of Community Systems Transformation, Disabled & Elderly Health Programs Group, Center for Medicaid, CHIP, Survey & Certification, Centers for Medicare & Medicaid Services


Ben Metcalf, Senior Advisor, Office of Multifamily Housing Programs, HUD; Kathryn King, Project Officer, Centers for Medicare and Medicaid Services; and Alayna Waldrum, Legislative Representative, LeadingAge

10:30 a.m. – 11:45 a.m.(Continued)




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YosemiteThe TASC Planning Zone: Planning to Succeed During the presentation, session participants will have the opportunity to learn about the Technical Assistance Support Center (TASC) Planning Zone, a widely applicable online strategic planning resource which is available on the NASUAD website and was developed as a joint project between the Administration on Aging (AoA), NASUAD, state units on aging, and area agencies on aging. Participants will gain insight into how to utilize the TASC Planning Zone in order to conceptualize, develop, and leverage concise, yet comprehensive, state and area plans on aging.


Katie Glendinning, Aging Program Specialist for the Administration on Aging; Lindsey Copeland, Director of Policy and Legislative Affairs at NASUAD

Yellowstone/EvergladesA Roadmap to Managed Care for Long Term Services and SupportsDeveloping and implementing a managed long-term supports and services (MLTS) program can be challenging. Success depends on a variety of factors including state leadership, existing state infrastructure and/or familiarity with managed care in general, as well as an appetite for managed care among stakeholders. Despite the challenges states should feel that MLTS is within their reach. While this session will provide a roadmap that can serve states as a guide to the stops along the way as they go down the path toward MLTS, it is important that those interested in doing so move forward not expecting to be able to “replicate” existing programs to the last detail. Every state is different and programs will need to be developed according to the needs of the local environment. Medicaid agencies can, however, borrow heavily from the elements that have worked in existing programs and incorporate them into their own new models of MLTS.


Alice Lind, Senior Clinical Officer and Director, Long Term Supports and Services, Center for Health Care Strategies; Alan Schafer, Mercer (formerly with Arizona’s Medicaid LTC program); and Patti Killingsworth, Assistant Commissioner, Chief of Long Term Care, Bureau of TennCare

10:30 a.m. – 11:45 a.m.(Continued)




Wednesday

Regency DBuilding Decision Support Tools and Other Infrastructure During the past year representatives on the islands in Hawaii have taken the next steps toward achieving the goal of a implementing statewide Aging and Disability Resource Center (ADRC) system that meets the Administration on Aging’s definition of a fully-functioning ADRC. State and county Area Agency on Aging staff working in cooperation with relevant stakeholders, developed a detailed five year plan for ADRCs that fits the unique structure of each island yet come together to create a statewide system for the state’s residents. The five year plan resulted in agreement on a common business process model that includes standard tools such as automated screening and triage criteria based on validated tools, clinical assessment protocols for determining service and resource needs, standardized protocols related to HIPAA Privacy Rules, and web-based referral systems. Session attendees will learn about the specific infrastructure that has been developed to implement this plan and an overview from one county, Maui, about how they have altered their operations to accommodate the new requirements.


Steven Lutzky, President, HCBS Strategies Incorporated; Wes Lum, Director, Hawaii Executive Office on Aging; Deborah Arendale, Executive on Aging, Maui County Office On Aging; Nancy Moser, Grants Manager, Hawaii Executive Office on Aging; Caroline Cadirao, Grants Manager, Hawaii Executive Office on Aging; and Shirley York, Senior Consultant, HCBS Strategies Incorporated

10:30 a.m. – 11:45 a.m.(Continued)


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Hyatt Regency on Capitol Hill—floorplan


Exhibitors

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exhibitors By Booth

11.............AARP/Public Policy Institute

29.............ACS, a Xerox Company

32.............Acumen, Inc.

33.............Addus HealthCARE, Inc.

41.............Administration on Aging (AoA)

37.............Adobe Sytems

10.............Caregiver Homes

26.............Careworks

3...............(Chortles) Quaker Hill Farms, Inc.

38.............Consumer Direct Personal Care

23.............Deloitte

27.............GA Foods Services

2...............Golden Cuisine, LLC

31.............Greystone Consumer Empowerment Systems

30.............Harmony

35.............HCBS Strategies, Inc.

4...............HCBS.org

6...............Institute for Geriatric Social Work, Boston University

24.............JEN Associates

21.............JEVS Support for Independence

18.............Mains’l Services, Inc.

BOOTH COMPANY ________________________________________________________________

1...............Maximus

36.............Mercer Government Human Services Consulting

12.............Molina Healthcare, Inc.

25.............Mom’s Meals

8...............Mt. Lyon Institute of Tiffin University

43.............n4a

39.............NASUAD

42.............National Council on Aging

20.............National Resource Center for Participants-Direct Services

13.............NCB Capital Impact

44.............NECP CIL/ACES$

7...............Philips

15.............Public Partnerships, LLC

19.............RTZ Associates

17.............Sandata Technologies, LLC

34.............SBS International/National Institute on Aging

5...............The Hilltop Institute at UMBC

28.............USDA Food & Nutrition Service

22.............Valley Services, Inc.

16.............Women’s Institute for a Secure Retirement

BOOTH COMPANY ________________________________________________________________

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exhibitors

AARP/Public Policy InstituteB o o T H : 1 1

601 E Street, NWWashington, DC 20049Contact: Susan ReinhardPhone: 202-434-3842 Email: [email protected]

The AARP Public Policy Institute (PPI) is the focal point of public policy research and analysis at AARP. Led by AARP Senior Vice President Susan Reinhard, PPI develops policies designed to have significant impact on improving economic security, health care and quality of life.

The Consumer Team focuses on marketplace practices and regulatory developments that affect financial services and literacy, credit, fraud, energy and telecommunications, and advance planning issues such as guardianship and powers of attorney.

The Economic Team concentrates on issues related to financial security, including Social Security; pensions; retirement saving, managing assets in retirement; workplace flexibility and training; age discrimination; and tax policies.

The Health Team examines public policy issues that affect access to health care services, quality and safety, cost of care and public health. The team played a critical role in developing AARP’s health reform agenda.

The Livable Communities/Long-Term Care Team focuses on expanding consumer access and choice to affordable long-term care options, with an emphasis on improving home and community-based services, supporting family caregivers, and making communities more livable.

PPI also oversees Strategic Initiatives such as the Center to Champion Nursing in America, the Initiative on the Future of Nursing and the Professional Partners Supporting Family Caregivers Initiative.

ACS, a xerox CompanyB o o T H : 2 9

110 Allen AvenueCranston, RI 02910Contact: Frank SpinelliPhone: 401-309-8401 Email: [email protected]

ACS, A Xerox Company, supports the continuum of government healthcare with analytic and clinical solutions, population health management programs, health IT and health information exchange solutions, and IT and business process outsourcing. We improve health outcomes, increase administrative and operational efficiencies, and save money for patients, payers, and providers by helping deliver the right services to the right people at the right time for the right price.

Our solutions help manage HCBS programs effectively and efficiently to improve outcomes for participants, their families and caregivers, regardless of environment, level of care or life stage. Whether you need upgraded individual functions or a comprehensive, end-to-end solution, we scale to meet any challenge and integrate easily with your existing infrastructure.

And we go beyond technological innovation. Our person-centered approach combines the right people and processes to reduce the frustration of families struggling with complex service and support options. In improving access to appropriate services and reducing waste, fraud and abuse, we help streamline processes, improve service quality and reduce cost. This enables you to provide optimal services in the appropriate setting at the right time. This holistic view of your program, participants and providers improves your participants’ independence and quality of life.


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Acumen, Inc.B o o T H : 3 2

4542 IvernessMesa, AZ 85206Contact: Greg MurphyPhone: 866-404-9080 Email: [email protected]

Acumen was established for the sole purpose of helping people and families self-direct their support services. People who use Acumen as their fiscal agent enjoy access to friendly customer service, competent accounting and compliance to Department of Labor, State and Federal regulations. Acumen supports people to be proficient, organized and a good steward of public funding.

Addus HealthCare, Inc.B o o T H : 3 3

233 Locust AvenueCocus D’Alene, ID 83814Contact: Ryan JacobsenPhone: 208-762-9835 Email: [email protected]

Addus HealthCare is proud to be a national provider of a broad range of home and community-based services. For over thirty years, the company’s demonstrated provision of quality services has resulted in a steady pattern of growth. Currently we provide Contracted Personal/Attendant Care, Care Management, Respite, Transportation, Chore/Housekeeping, Adult Day Services and Family Support Services as well s Private Duty and Medicare Certified Home Health care. Our care is based on an innovative service delivery model which takes a consumer centered approach, provides care across the continuum resulting in desired consumer outcomes. We achieve this through our dedicated care team of over 13,000 employees providing services to over 50,000 people annually through 128 offices in the states of California, Oregon, Nevada, Idaho, New Mexico, Washington, Alabama, Arkansas, Illinois, Missouri, Montana, Nevada, Indiana, North Carolina, Mississippi, Pennsylvania and Delaware.

U.S. Administration on Aging (AoA)B o o T H : 4 1

1 Mass. Avenue, NW, Room 5006Washington, DC 20201Contact: Paulette NowdenPhone: 202-357-3584 Email: [email protected]

The US Administration on Aging (AoA) works with & through the Aging Services Network to promote the development of a comprehensive & coordinated system of home & community-based long-term care that is responsive to the needs & preferences of older people and their family caregivers. AoA is part of the Department of Health and Human Services, and the Assistant Secretary for Aging reports directly to the Secretary.

Adobe SytemsB o o T H : 3 7

7930 Jones Branch Drive, 5th FloorMcLean, VA 22102Contact: Jennifer FleisherPhone: 571-765-5411 Email: [email protected]

Comprehensive health data delivered anytime, on any device. Secure access to interactions that are intuitive and engaging. In today’s digital age, it’s what connected citizens expect—and what your agency can deliver.

Adobe is an expert in customer experience management (CEM). Our solutions are designed to help agencies provide high-quality health benefits and services in the wake of shrinking resources.

Governments around the world use Adobe solutions to provide satisfying, immersive experiences that improve citizen engagement. At the same time, Adobe solutions optimize efficiencies through automated processes and streamlined workflows that deliver a measurable impact to the bottom line.

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Caregiver HomesB o o T H : 1 0

20 Park Plaza, Suite 920Boston, MA 02116Contact: Matthew Lockwood MullaneyPhone: 617-456-3758 Email: [email protected]

Seniorlink offers expertise in managing care for high-risk, high-cost frail and medically complex elders and a powerful, innovative service model called Caregiver Homes™. Keys to the success of Caregiver Homes™ are a 24/7, live-in family or non-family caregiver; professional support through an RN and social worker; and a person-centered, web-based care management system.

Seniorlink’s Caregiver Homes™ began in Massachusetts in 2007 and was introduced in Rhode Island in 2010 as part of the global waiver. By year end 2011, Seniorlink will be operating in three states with more than 1,500 active clients, providing a higher quality of life and saving millions annually for Medicaid budgets and for Medicare as well.

Contact Matt Lockwood Mullaney, VP Business Development, at 617-456-3758.

CareworksB o o T H : 2 6

Goshen Executive Center, Suite 5008 1450 East Boot RoadWest Chester, PA 19380Contact: Tonya HarmonPhone: 202-470-0914 Email: [email protected]

Transforming the delivery of social servicesCareWorks provides software solutions for participant-directed services. Our information systems are designed to help Aging and Disability agencies more effective serve, engage and enable service users. We are transforming the way agencies deliver services by empowering consumers to direct their own support and improving agency operational efficiency.

Our flagship product CareDirector is a social services management information system that maximizes public self-service capabilities and increases an agency’s ability to serve more people effectively, resulting in greater citizen satisfaction. CareDirector has been built specifically to meet the requirements of participant-directed services, supporting citizen independence in their homes and communities.

CareWorks is a social services software specialist with 20 years of experience and a unique customer service approach to the delivery and management of social services. Meet our experts at booth 26 to find out how you can:

n Reduce service delivery costsn Maximize operational efficiencyn Improve outcomesn Cut fraud and abusen Simplify nursing home transitions

(Chortles) Quaker Hill Farms, Inc.B o o T H : 3

155 Pompton Avenue, Suite 107Verona, NJ 07044Contact: Rick OlsonPhone: 800-892-6224Email: [email protected]

Chortles are unique and wholesome snacks:

Features include: Whole Grain, Low Sodium, Low Fat, Low Sugar and No High Fructose Corn Syrup

Our Variety includes:n Original Chortles—mini mini Chocolate

Chip Cookiesn Chocolate Chortles—mini mini Chocolate/

Chocolate Chip Cookiesn Whole Grain Chortles (Cinnamon) mini mini

Grahamsn Whole Grain Chocolate Chortles mini mini

Grahamsn Whole Grain Animal Crackersn Whole Grain Alphabet Cookies

Please feel free to contact us at: 973-239-8300 or 800-892-6224; Fax: 973-239-8301. E-mail us at: [email protected], [email protected], [email protected] or [email protected].


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Consumer Direct Personal CareB o o T H : 3 8

607 SW Higgins Avenue, Suite 4Missoula, MT 59803Contact: Heidi DavisPhone: 888-532-1907 Email: [email protected]

Consumer Direct is a strong advocates of self -determination for people who need in-home care in order to live in their homes and communities. Self-directed care gives people more control over their lives, enabling them to hire and train caregivers they know and trust. We offer superior tools and training for clients and caregivers that make self-directed programs easier to understand and manage, helping ensure success.

Now doing business in nine states, Consumer Direct continues to develop efficient, innovative support and fiscal systems that help people thrive in their self-directed programs. People who stay in their own homes and direct their own care report a higher quality of life. Substituting home care for institutional care also saves money, keeping costs down and creating a rare win-win situation.

Please visit www.ConsumerDirectOnline.net or stop by the Consumer Direct booth (#38) to meet our staff and for more information on our services.

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DeloitteB o o T H : 2 3

2601 Market Place 2nd FloorHarrisburg, PA 17010Contact: Patrick HowardPhone: 717-651-6260Email: [email protected]

Deloitte has one of the world’s largest healthcare consulting practices that spans a combination of both commercial and public health care client experience.

Our services and solutions span health information exchanges, health reform, MMIS, eHealth, actuarial services, public health solutions, long-term care and financial performance and transformation. For more than 30 years, Deloitte has been helping long-term care agencies transform their business through innovative practices in cost containment, information systems, policy and procedure definition and program design. Stop by our booth to learn more about how we can help your organization and to see our award-winning comprehensive case management system, HCSIS.

G.A. Foods ServicesB o o T H : 2 7

12200 32nd Court NorthSt. Peterburg, FL 33716Contact: Bruce BoorePhone: 727-388-0011 Email: [email protected]

G.A. Food Service and Sun Meadow’s Family of ProductsG.A. Food Service is committed to providing just the right solutions for your nutrition Program. Our line of nutritional products is designed to support the many needs of today’s nutrition programs with innovative products for the home delivered meal programs and congregate dining centers.

n Sun Meadow’s Frozen Entrees n Sun Meadow’s Total Meal Systemn Sun Meadow’s Total Meal Kits n Sun Meadow’s Shelf Stable Meals

G.A. Food Service offers a direct to client nutrition service. Our “hands on” program includes inside delivery making it easy on your clients. All meals already meet or can be designed to meet and exceed all of your state requirements.

G.A. Food Service Is Your Single Source Nutrition Provider. Serving nutritious meals in over 41 states every day and with over 35 years of experience G.A. Food Service, the Nutritional Solutions Company!

golden CuisineB o o T H : 2

73-D Enterprise DrivePendergrass, GA 30567Contact: Lori Ann WaldenPhone: 229-343-1400 Email: [email protected]

REDEFINING SENIOR DINING, Golden Cuisine is specialty Food Company focused on the nutritional needs of older Americans. Golden Cuisine created an extensive menu of ready-to-eat frozen entrees that are low sodium, low cholesterol and carbohydrate appropriate. We also have available DRI & Emergency shelf stable meals for breakfast, lunch or dinner. In addition, Golden Cuisine only uses the freshest ingredients to provide the most nutritious and highest quality meals available. It’s a line of specially-crafted meals that delivery the nutrition, ease of preparation and affordable price that older Americans need, all the while nourishing their sense of independence and peace-of-mind they deserve. Now, Golden Cuisine is pleased to announce that these nutritious meals are also available through a private pay program as well. There isn’t an easier, more cost-effective method for insuring seniors a quality meal, created with adherence to standards for senior nutrition. It is as simple as logging on to goldencuisinedirect.com and picking the meals you want and then place the order on that site, or just call 866-950-9047 and our friendly customer service staff will take your order and payment over the phone.


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Greystone Consumer Empowerment SystemsB o o T H : 3 1

1552 Palisades LaneHoffman Estates, IL 60192Contact: William KowalskiPhone: 847-989-3035 Email: [email protected]

Greystone Consumer Empowerment Systems (GCES) is a privately held corporation with offices located throughout the country.

The company and its employees are dedicated to enabling Home and Community-Based Medicaid Programs to surpass expected results for all participants in the Circle of Support: Program Participants, State Program Administrators, Financial Management Entities, Providers, Brokerages, Managed Care Organizations, Third Party Administrators and Support Coordinators.

GCES is a member of the Greystone Family of Companies, which provides valuable resources,

infrastructure, advisors and experience. Greystone’s philosophy about charitable activities coincides perfectly with our core beliefs and the nature of our target market.

At GCES we believe that individuals with challenging life situations are best supported in their own homes and communities. Further, we believe that this approach offers greater quality and more efficient use of public dollars. These beliefs motivate our company and its employees to provide superb consulting services and innovative Program Management Systems that include unique self-directed services features for Home and Community-Based Medicaid Programs.

For more information about Greystone Consumer Empowerment Systems, or to arrange an online demonstration of how our software solution can maximize efficiencies in your HCBS Programs, please email [email protected] or call 866-648-7525.

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HarmonyB o o T H : 3 0

12120 Sunset Hills Road, Suite 500Reston, VA 20190Contact: Paul TierneyPhone: 703-657-1476 Email: [email protected]

Harmony Information Systems, the leader in integrated health and human services management, provides comprehensive, off-the-shelf solutions that enable organizations providing home- and community-based, long-term care to meet increasing demand for services by improving service delivery efficiency, enhancing outcomes, and measuring operational performance. Harmony for Aging and Adult Services is the most widely-used solution in the United States for home- and community-based care and is relied on by the majority of agencies across the national aging network. Harmony’s market-leading ADRC solution has been deployed in 14 statewide implementations and provides a single point-of-entry for inquirers, while facilitating effective information provision, call tracking, benefits counseling, options counseling, care transitions guidance and efficient access to Long-Term Supports and Services (LTSS). Harmony’s ADRC solution allows for immediate and ongoing collaboration among ADRC providers and partners to maximize outcomes. Harmony products are used by more than 450 state, local, and private provider human service organizations to manage both traditional and consumer-directed models of service. For more information on Harmony products and solutions, visit www.harmonyis.com or call us at 866-951-2219.

HCBS Strategies, Inc.B o o T H : 3 5

222 Ridgewood RoadBaltimore, MD 21210Contact: Kristy Westpfahl MichaelPhone: 410-858-0807 Email: [email protected]

HCBS Strategies is a small consulting firm that has been assisting states, counties, and private sector organizations to design and implement cost effective, inclusive home and community based support delivery systems serving individuals with disabilities and long term illnesses for over six years. We help our clients understand the strengths and weaknesses of their current operations; develop infrastructure to support core business operations; comply with federal and state regulations; and draw down sufficient funds to sustain programs.

Our team includes individuals who were former state and CMS officials who have decades of experience. We customize our teams to best reflect the needs of our clients and specific project requirements. Our current clients include the Minnesota Department of Human Services, the Illinois Department of Healthcare and Family Services, the Illinois Department on Aging, the Maryland Department of Aging, the Hawaii Executive Office on Aging, CMS, AoA, and several Centers on Independent Living.

For more information see our website at www.HCBS.info or call us at 410-366-4227.


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HCBS.orgB o o T H : 4

140 Commonwealth Avenue Chestnut Hill, MA 02476Contact: Brenda VitalePhone: 617-552-4064 Email: [email protected]

HCBS.ORG promotes the development and expansion of home and community-based services by gathering resources and tools for research, policy making and program development into this one-stop website. By facilitating the sharing of information, we empower professionals to be more effective in supporting real choice and independence for older Americans and people with disabilities.

Participate in this hands-on opportunity learning to locate the information tools, data, and state-produced resources most relevant to those operating home and community based waiver programs. Take part in a live demonstration highlighting recent modifications and features of the website while illustrating the ways you can personalize your search sessions and contribute resources to the Clearinghouse.

Institute for geriatric Social Work, Boston UniversityB o o T H : 6

264 Bay State RoadBoston, MA 02215Contact: Frank FayPhone: 617-358-2635 Email: [email protected]

The Institute for Geriatric Social Work at Boston University provides those on the front lines of service and care with the skills they urgently require now—and in the future. Prepare for the challenges of a rapidly aging society with IGSW state-of-the-art online learning, the best way to meet your individual or organization training needs. IGSW online training is effective, convenient, and affordable.

Our programs are developed by leading experts in aging and disability to address the core skills needed for effective practice. Courses are available separately or as part of a customized program, with certificates from Boston University and CEU credits available. Individuals can complete courses at their own pace and on their own schedule.

Organizations can arrange standardized training designed especially for the needs of their staff, and receive implementation and technical support from start to finish. IGSW also provides a comprehensive evaluation of skill gains for participants. Contact us today to find out how you can benefit from an exceptional learning experience focusing on real-world practice solutions. www.bu.edu/igsw

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Jen AssociatesB o o T H : 2 4

5 Biglow StreetCambridge, MA 02139Contact: Dee O’ConnorPhone: 774-230-0466 Email: [email protected]

JEN Associates is a health care data analytics firm that works with policy makers and government agencies to inform health care policy through effective data analysis. Our focus is evaluating Medicare, Medicaid and dual eligible populations, with special attention to frail elders, adults with disabilities, and children with special needs.

Our core product, iMMRS®, is a secure web-accessible decision-support interface for large health care databases. iMMRS® aggregates detailed data on demand from individual records to increasingly complex multi-variable summaries. The tool is an unmatched resource for novices to experts analyzing large healthcare databases.

Contact: Dee O’Connor, 774-230-0466, [email protected], www.jen.com

JeVS Supports for IndependenceB o o T H : 2 1

Monroe Office Center1 Winding Way, Suite 100Philadelphia, PA 19131Contact: Dina SanzPhone: 267-298-1688 Email: [email protected]

A national provider of home and community based services; JEVS Supports for Independence empowers seniors and people with disabilities to self-direct their own care, enabling them to remain independent and in their own homes with high quality personal assistance, fiscal and human resource and service coordination supports. Self-directed participants may choose a friend, family member, or someone they know as their direct care worker and are able to manage the delivery of their own customized services. Our dedicated staff make it possible for these individuals to achieve independence every day.

For over 25 years, JEVS Supports for Independence has partnered with government agencies to deliver quality programs to the individuals we serve. Our sophisticated technology systems ensure flexibility and efficiency throughout all data management, billing, and compliance reporting. Our systems can be completely customized to seamlessly integrate with each agency’s unique specifications and requirements.

Mains’l Services, Inc.B o o T H : 1 8

7000 78th Avenue NorthBrooklyn, MN 55445Contact: Tracy HinkemeyerPhone: 763-416-9109 Email: [email protected]

Mains’l Financial Management Services (FMS) has offered Agency with Choice, Fiscal Employer/Agent (FE/A), Fiscal Conduit, and Subagent to a Government FE/A services since 1999. We offer state of the art, customizable programs and software that allow enrolled self directed services participants to control their own resources, and public agencies to control their programs.

We partner with:n State and Local Agenciesn Area Agencies on Agingn Veterans Servicesn Managed Care Organizations

We are committed to providing excellent customer service to our partners. We are driven to ensure that they receive accurate and timely payroll, vendor, and reimbursement payments, and that they have access to accurate individual spending and balance information in real time. Through our web portal and IVR systems, our partners can access their information whenever they want to. They can also review/print customized reports, and request additional reports from us at any time.

At Mains’l Financial Management Services, we believe in the freedom for participants to choose how they manage their resources. We also believe in innovation and collaboration, constantly challenging ourselves to enhance what we offer to our partners, and creating lasting business relationships.

Please visit our exhibitor booth #18.


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Exhibitors

maximusB o o T H : 1

11419 Sunset Hills RoadReston, VA 20190Contact: Blake TravisPhone: 703-251-8398 Email: [email protected]

For nearly 40 years, MAXIMUS has been committed to our founding mission of “Helping Government Serve the People®.” We deliver administrative solutions for Medicare, Medicaid and CHIP, long-term care and home and community-based services programs, welfare-to-work programs, child welfare and support services, as well as provide specialized consulting services for all levels of government. MAXIMUS offers a single-market focus and a unique understanding of how to deliver high quality, cost-effective solutions tailored for government service. Our clients include many U.S. federal agencies, each of the 50 states, every major U.S. city and county, as well as international government agencies in Canada, Australia, the United Kingdom, and Israel. Headquartered in Reston, Virginia, MAXIMUS has more than 6,500 employees located in over 220 offices worldwide. Our success and solid brand reputation reflects our employees’ dedication to public service and uncompromising commitment to our government clients and the citizens they serve. With annual revenue of more than $800 million, strong recurring cash flows, and no debt, MAXIMUS has the financial strength that represents a high level of stability and reliability to our clients.

mercer government Human Services ConsultingB o o T H : 3 6

2325 E. Camelback Road, Suite 600Phoenix, AZ 85016Contact: Alan SchaferPhone: 602-522-6442 Email: [email protected]

Mercer Government Human Services Consulting (Mercer) specializes in creating innovative solutions to transform health care. We assist government-sponsored programs in becoming more efficient purchasers of health and welfare services. Mercer teams include actuaries, accountants, clinicians, and information technology professionals who can assure a coordinated approach to actuarial, financial, administrative, and operational components of public-sponsored health and welfare programs. www.mercer-government.mercer.com

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Molina Healthcare, Inc.B o o T H : 1 2

200 Oceangate, Suite 100Long Beach, CA 90802Contact: Katherine Thomson CentanniPhone: 562-951-8347 Email: [email protected]

Molina Healthcare provides accredited quality health care and Medicaid health information management services to help our state government partners meet the diverse needs of nearly 4.3 million Medicaid and Medicare beneficiaries in 16 states across the country. As a national leader in managed care, Molina serves populations with high rates of chronic disease and disability and through its experience, has been able to improve access and health outcomes for its members. Molina’s history began in 1980 with the vision of Dr. C. David Molina, a Long Beach, Calif. physician. Dr. Molina believed that everyone, regardless of social or economic standing, deserved respect and access to quality health care. Dr. Molina’s vision was to make quality medical care accessible for everyone—a legacy that continues today and serves as a guiding principle. Molina Healthcare continues to serve the health care needs of a diverse population with a mis-sion of service, a deeply rooted tradition of respect for personal dignity and an unwavering commitment to quality. www.molinahealthcare.com

mom’s mealsB o o T H : 2 5

718 SE Shurfine DriveAnkeny, IA 50021Contact: Nancy SaltzsteinPhone: 866-716-3257 Email: [email protected]

Mom’s Meals is a family owned, fresh food preparation and delivery service supporting the vision and mission of the aging community. We provide great tasting, wholesome and well balanced meals directly to the doorstops of seniors nationwide via UPS or FedEx. We have grown from a few clients in Iowa in 1999 to serving several thousand clients a week in over 32 states.

Mom’s Meals Clients choose their own favorite foods from our diverse menu of over 45 entrée’s that include breakfast, lunch and dinner options. Our fresh meals are Dietitian designed, Chef prepared, are diabetic friendly and low sodium. Our Fresh-Lock packaging means meals are ready to heat and eat and stay fresh in the refrigerator for 14 days after delivery.

Mom’s Meals experienced Customer Call Center staff speaks with our clients weekly to take their orders, answer questions and address concerns. Our Call Center partners with case managers to insure we understand how to work with each client so they are receiving the nutritional help they need to maintain their independence.

Stop by our booth and see how Mom’s Meals can provide fresh and nutritious meals for your waiver clients.

Mt. Lyon Institute of Tiffin UniversityB o o T H : 8

6056 Deer Park CourtToledo, OH 43614Contact: Abe GruberPhone: 567-703-8034Email: [email protected]

Mt Lyon Institute of Tiffin University offers innovative, career-relevant online degree programs that prepare students for management opportunities in the growing field of elder care. Mt Lyon’s bachelor (BBA) and master (MBA) degrees specialize in elder care management and are offered 100% online. http://mtlyon.tiffin.edu


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Exhibitors

n4aB o o T H : 4 3

1730 Rhode Island Avenue, NW, Suite 1200Washington, DC 20036Contact: Virginia DizePhone: 202-872-0888 Email: [email protected]

The National Association of Area Agencies on Aging (n4a) is the leading voice on aging issues for Area Agencies on Aging and a champion for Title VI Native American aging programs. Through advocacy, training and technical assistance, we support the national network of 629 AAAs and 246 Title VI programs. We advocate on behalf of our member agencies for services and resources for older adults and persons with disabilities. Action characterizes how we move our agenda forward, and when there is a question about aging, we have the Answers on Aging. We work with our members in achieving our collective mission of building a society that values and supports people as they age.

Our exhibit will include information about:n The Eldercare Locator, a nationwide, free

public service of the U.S. Administration on Aging, which is the first step for older adults and caregivers seeking local information about home and community-based services.

n The National Center on Senior Transportation, a partnership of n4a and Easter Seals supported with funding from the Federal Transit Administration, which focuses on increasing community-based transportation options to support older adults living independently in the community.

national Association of States United for Aging and DisabilitiesB o o T H : 3 9

1201 15th Street, NW, Suite 350Washington, DC 20005Contact: Kimberly FletcherPhone: 202-898-2578 Email: [email protected]

The National Association of States United for Aging and Disabilities (NASUAD) was founded in 1964 under the name National Association of State Units on Aging (NASUA). In 2010, the organization changed its name to NASUAD in an effort to formally recognize the work that the state agencies were undertaking in the field of disability policy and advocacy. Today, NASUAD represents the nation’s 56 state and territorial agencies on aging and disabilities and supports visionary state leadership, the advancement of state systems innovation and the articulation of national policies that support home and community based services for older adults and individuals with disabilities. States embrace technology as a tool to drive innovation and communication. States view aging as a lifelong process that unifies interests and partnerships.

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national Council on AgingB o o T H : 4 2

1901 L Street, NW, 4th FloorWashington, DC 20036Contact: Sue LachenmayrPhone: 202-600-3144 Email: [email protected]

The National Council on Aging (NCOA) is a nonprofit service and advocacy organization headquartered in Washington, DC. NCOA is a national voice for older adults—especially those who are vulnerable and disadvantaged—and the community organizations that serve them. Our work focuses on economic security and healthy aging.

The Center for Healthy Aging within NCOA encourages and assists community-based organizations serving older adults to develop and implement evidence-based health promotion/disease prevention programs. Evidence-based programming translates tested program models or interventions into practical, effective community programs that can provide proven health benefits to participants.

The Center also serves as the National Resource Center for U.S. Administration on Aging initiatives to promote evidence-based health promotion programs. The Center provides technical assistance to 46 states, Puerto Rico and the District of Columbia, supporting their implementation of proven disease and disability prevention programs in local communities. The Center provides an extensive collection of resources, including toolkits, research, examples of model programs, training modules, recorded webinars, and more, free of charge to organizations interested in this work. Please visit www.healthyagingprograms.org to learn more.

national Resource Center for Participant-Direct ServicesB o o T H : 2 0

Boston College314 Hammond StreetChestnut Hill, MA 02467Contact: Elizabeth MaguirePhone: 617-552-0562 Email: [email protected]

The National Resource Center for Participant-Directed Services (NRCPDS) assists states, agencies and organizations in offering participant-directed services to people with disabilities. We are the only national resource that performs this function.

At the NRCPDS, our mission is to infuse participant-directed options in all home and community-based services. We provide national leadership, technical assistance, training, education and research that improve the lives of people of all ages with disabilities.

The NRCPDS effects lasting change by:

n Delivering sophisticated technical assistance to both Medicaid and non-Medicaid funded programs

n Offering the best trainings, toolkits and educational opportunities for programs to build quality participant-directed options in every state

n Coordinating our research and policy efforts to spark the expansion of quality participant-directed programs

n Supporting participants and caregivers through our National Participant Network

Housed at the Boston College Graduate School of Social Work, the NRCPDS builds on lessons learned as the national program office for the Cash & Counseling grant program.

Stop by our booth for the latest participant direction resources and to learn more about our membership, training and conference offerings.


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Exhibitors

nCB Capital ImpactB o o T H : 1 3

2011 Crystal Drive, Suite 800Arlington, VA 22202Contact: Candace BaldwinPhone: 703-647-2352 Email: [email protected]

Developing Solutions and Systems to Support Aging in Community. NCB Capital Impact, a national nonprofit organization, is one of the nation’s leading resources for the development and replication of the Village model, an innovative aging in community model sweeping the nation. Our senior policy advisors have worked with state long term care and Medicaid agencies in the District of Columbia, California, Louisiana, Texas, Maryland, and several others, as well as foundations such as the MetLife Foundation and The SCAN Foundation to provide solutions and answers to long term care issues.

Contact Candace Baldwin at: 703-647-2352, [email protected] or Susan Poor at: 510-496-2225, [email protected]. www.ncbcapitalimpact.org

neCP CIl/ACeS$B o o T H : 4 4

1142 Sanderson Avenue, Suite 2Scranton, PA 18509Contact: Christine SeidelPhone: 570-344-7211 Email: [email protected]

Your premier Fiscal Employer AgentGiving you the freedom to plan your own life:

n YOU have authority or control over your own life, including controlling your resources and workers

n YOU have access to the support you need and the opportunity for increased community integration, and

n Consistent excellent annual consumer/participant satisfaction

Please visit or call us at: www.acessfea.org, 1-877-223-7781

PhilipsB o o T H : 7

111 Lawrence StreetFarmington, MA 01702Contact: Lacy BrookePhone: 202-525-9867 Email: [email protected]

Philips Healthcare’s Home Monitoring business provides innovative solutions for the home that connect patients to their healthcare providers and support individuals at risk in the home. Our solutions include Philips Telecare, Philips Telehealth, and Philips Remote Cardiac Services.

Philips Telecare services include Philips Lifeline and the Philips Medication Dispensing Service. Philips Lifeline is the leading medical alert service provider in North America. More than 700,000 subscribers rely on Lifeline to provide them with quick access to help, 24 hours a day, 365 days a year. The Philips Medication Dispensing Service is a robust solution that can help reduce the risk of medication errors by providing the right dose of medicine at the right time.

Philips Telehealth Solutions enables clinicians to remotely monitor chronic patients, so they can make more timely care decisions. It also supports patient education, promoting healthy behaviors and self-care. This can lead to better clinical outcomes and reduced healthcare costs through fewer unplanned hospitalizations and ER visits.

The Philips Remote Cardiac Services portfolio of services supports a single source for all remote cardiac monitoring needs, including diagnostic arrhythmia monitoring, implanted device monitoring, and PT/INR self-testing. Philips provides remote cardiac monitoring services to more than 200,000 people annually.

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Public Partnerships, llCB o o T H : 1 5

148 State Street, 10th FloorBoston, MA 02109Contact: Sara GentilePhone: 617-717-1443 Email: [email protected]

Public Partnerships, LLC (PPL) is a financial management service organization providing Fiscal/Employer Agent, Agency with Choice, Support Broker, and Third Party Administrative services. Based in Boston, Massachusetts, PPL was founded in 1999 to provide financial management, customer service, support broker, and related services to public agencies seeking to develop consumer-directed programs, focused on the needs of individual participants with disabilities. PPL has

contracts in 20 states and the District of Columbia, serving more than 35,000 adults and children with developmental disabilities, adults and children with physical disabilities and chronic health problems, adults at risk of nursing home placement, adults with acquired and traumatic brain injuries, children with autism (and their families), adults with HIV/AIDS, and other individuals.

PPL can accommodate consumer direction programs of any size, from as few as 10 participants to more than 10,000. Our programs can be statewide, regional, or county-based. PPL’s Web Portal technology enables participants and their case managers to manage their budgets, purchase goods and services, and view real time spending reports 24/7, empowering them to manage their own care, supports, and funding. We invite you to stop by our conference booth to learn more.


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Exhibitors

RTZ AssociatesB o o T H : 1 9

150 Grand Avenue, Suite 201Oakland, CA 94612Contact: Michael ZawadksiPhone: 510-986-6700 Email: [email protected]

RTZ Associates is the leader in easy-to-use, browser-based tools that meet your community’s needs, along with a customer-driven process that begins with your first call. We work with large states, small states and stand-alone providers of all sizes. Come see how these tools and our supportive staff can help your organization’s technology efforts succeed. Products for Aging and Disability Resource Centers (ADRC), AAAs, Adult Day Health, PACE, Case Management and more. Stop by our booth and learn about the RTZ Advantage.

Sandata Technologies, llCB o o T H : 1 7

26 Harbor Park DrivePort Washington, NY 11050Contact: Denise ToccoPhone: 516-484-4400 Email: [email protected]

Sandata Technologies provides a complete package of information technology solutions, including scheduling, time and attendance, billing, payroll, compliance and clinical applications for home healthcare agencies as well as a “jurisdictional view” dashboard for governments and managed care organizations.

Using real-time information provided by caregivers at the point-of-care, our industry leading Electronic Visit Verification technology tracks caregiver arrival and departure times, location, member and home care provider IDs and tasks performed during a visit. Advanced visit monitoring and rules-based claims submittal increase compliance and claims accuracy, virtually eliminating inappropriately billed services resulting in improved oversight into HCBS program delivery, streamlined claims, and reductions in fraud.

Santrax Payor Management (SPM) integrates powerful provider management tools, dashboards and reports giving payors real-time insight into the delivery of home care services. SPM provides the foundation necessary for greater control and insight into clinical, financial and operational processes. SPM gives payors a single, real-time composite view of all authorized services and care delivered providing accurate, up-to-date business intelligence for monitoring and auditing encounters, billing, care plan delivery and service benchmarks.

Today, Sandata has over 1,800 customers in 50 states and processes over 100 million telephone calls annually. For additional information, please visit: www.sandata.com.


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JBS International/national Institute on AgingB o o T H : 3 4

3515 Security Lane, 8th FloorNorth Bethesda, MD 20852Contact: David BurtonPhone: 240-645-4155 Email: [email protected]

The National Institute on Aging, one of the 27 Institutes and Centers of NIH, leads a broad scientific effort to understand the nature of aging and to extend the healthy, active years of life. NIA provides leadership in aging research, training, health information dissemination, and other programs relevant to aging and older people. NIA is the primary Federal agency on Alzheimer’s disease research.

The Institute’s mission is to:

n Support and conduct genetic, biological, clinical, behavioral, social, and economic research.

n Foster the development of research and clinician scientists in aging.

n Communicate information about aging and advances in research on aging.

NIA sponsors research on aging through extramural and intramural programs at universities, hospitals, medical centers, and other public and private organizations nationwide as well as basic and clinical research in Baltimore, MD and on the NIH campus in Bethesda, MD.

The NIA has a wide array of free materials in English and Spanish available to download from its Web site and/or order online at: www.nia.nih.gov or telephone: 1-800-222-2225, Email: [email protected]. The Alzheimer’s Disease Education and Referral Center website is: www.nia.nih.gov/alzheimers or telephone: 1-800-438-4380, Email: [email protected].

The Hilltop Institute at UmBCB o o T H : 5

1000 Hilltop CircleSandheim Hall, 3rd FloorBaltimore, MD 21250Contact: Ian StockwellPhone: 410-455-6728 Email: [email protected]

Mission: The Hilltop Institute works to advance the health and wellbeing of vulnerable populations through research and analysis.Located at the University of Maryland, Baltimore County (UMBC), The Hilltop Institute (www.hilltopinstitute.org) is a nationally recognized policy and research center dedicated to improving the health and wellbeing of vulnerable populations. Hilltop conducts research, analysis, and evaluations on behalf of government agencies, foundations, and nonprofit organizations at the national, state, and local levels. Hilltop is committed to addressing complex issues through informed, objective, and innovative research and analysis.

Hilltop staff have considerable expertise and experience in:

n Analyzing federal, state, and local health care policies to optimize access to services, quality of care, provider performance, and purchaser value

n Setting Medicaid payment rates

n Developing, implementing, and evaluating new delivery and financing models for acute care, behavioral health, home and community-based long-term services and supports, and oral health

n Designing and hosting state-of-the-art, interactive, web-based data management systems on Medicaid and other public health insurance programs in order to inform policymaking

n Assessing the health needs, health status, and health resources of communities through primary data collection and analysis

n Convening stakeholders, assessing needs, and building consensus around policy and program issues


Exhibitors

USDA food & nutrition ServiceB o o T H : 2 8

3101 Park Center DriveAlexandria, VA 22302Contact: Celeste PerkinsPhone: 703-305-2012 Email: [email protected]

FNS serves as the Nation’s first line of defense against hunger. Improving access to healthy food, decreasing obesity, and improving nutrition are critical health issues that must be addressed by all. FNS will discuss and disseminate materials about all of our Nutrition and SNAP education programs as well as hand out fun and exciting giveaways.

Valley Services, Inc.B o o T H : 2 2

4400 Mangum Drive Jackson, MS 39232Contact: Scott BallPhone: 601-664-3172 Email: [email protected]

Since 1960, Valley Services, Inc. has provided contract food service management to institutions throughout the country. Our commitment to quality, teamed with a planned and systematic growth pattern, has enabled us to achieve current managed volume of approximately two hundred million dollars ($200,000,000) annually. We have more than 200 client accounts which include hospitals, colleges and universities, industrial cafeterias, commercial and office building cafeterias, correctional facilities, senior nutrition programs and daycare facilities. Valley also provides affordable nutrition in individually packaged frozen and shelf stable meals through our Traditions line. Each Traditions meal is planned by a registered dietitian to meet or exceed the USDAs nutritional requirements. Traditions is a delicious, cost-effective way to introduce flexibility and convenience to your program and participants and even allows for a home-delivery option.

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Women’s Institute for a Secure RetirementB o o T H : 1 6

1146 19th Street, NW, Suite 700Washington, DC 20036Contact: Lara HinzPhone: 202-393-5452 Email: [email protected]

The Women’s Institute for a Secure Retirement (WISER) is a nonprofit organization that works to help women, educators and policymakers understand the important issues surrounding women’s retirement income. WISER creates a variety of consumer fact sheets, booklets, and a quarterly newsletter that explain in easy-to-understand language the complex issues surrounding Social Security, divorce, pay equity, pensions, savings and investments, banking, home-

ownership, long-term care and disability insurance. WISER has also been able to reach thousands of women through workshops held across the nation, and has further been the driving force behind a series of state and local events aimed at leveling the playing field for women on long-term financial security.

WISER was founded in 1996 with a grant from the Heinz Family Philanthropies. Since then it has received financial support from numerous individual donors and a host of charitable foundations. WISER was also awarded a highly competitive grant from the U.S. Administration on Aging to develop the National Education and Resource Center on Women and Retirement Planning. The goal of the Center is to provide a “one-stop gateway” for user-friendly financial education and retirement planning tools for low-income women, women of color and women with limited English-speaking proficiency.

September 13–16, 2012

Hyatt Regency on Capitol Hill

Washington, DC

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September 11–14, 2011 Hyatt Regency on Capitol Hill ... · Incentive Program, Money Follows the Person and Other Tools to Strengthen HCBS Infrastructure Tuesday, September 13, 2011