1A: The Leaders Role in Creating and Maintaining a Dynamic Team

Time: 9:00 AM - 10:00 AM Speaker: Dr. Thomas Pomeranz, Universal LifeStiles LLC Description: Behind every exemplary organization, no matter its purpose or product, lies a strong efficient team. In this provocative and motivational session, Tom Pomeranz details how the functions of personal power are essential in creating and maintaining a dynamic team. Tom explains that positional authority is not sufficient in changing the hearts and minds of the “old guard.” An effective leader must demonstrate personal power – the power that is given to one by those around them because they are a capable, knowledgeable, and sensitive individual.Tom describes how we all can improve our leadership team building abilities by recognizing that relationships with colleagues, subordinates and supervisors must take precedent over issues and tasks. Tome will delineate the skills that are required in creating valued interpersonal team relationships – the fuel that leadership requires to move the team FORWARD.This session details the process by which leaders develop and communicate clear roles and expectations. Tom provides the participants with vital skills to improve communication between all team members, as well as maximize cooperation and mutual support. Tom also addresses the characteristics of a great team and explains why all successful workplaces depend upon the skills of the leader to promote the team’s success.

1B: Mastering the Focused Infection Control Survey Process

Time: 9:00 AM - 10:00 AM Speaker: Shelly Maffia, Proactive Medical Review Description: This session overviews the Focused Infection Control Survey Process including guidelines for conducting FIC surveys, survey procedures, enhanced enforcement actions, and common citations.

1C: Creating "Home" and Improving Quality of Life for Seniors living with cognitive and behavioral health impairments

Time: 9:00 AM - 10:00 AM Speakers: Megan Crites, MKM | Deb Lambert, Byron Wellness Systems | Sarah Starcher, Byron Wellness Systems Description: Recent design research publications acknowledge deficiency in understanding the cognitive and behavioral health population culture. While there has been an increase in memory care design strategies, very little covers the full spectrum of cognitive impairment and behavioral health. Those living with these challenges greatly depend on the culture around them. The phrase, “Culture Eats Strategy for Breakfast” by Peter Drucker can be modified for Architects as Culture Eats Design Strategy Overnight. With separate architectural design and operational management backgrounds, the presenters of this session will offer their candid perspectives based on their research and experiences designing these spaces and serving residents with cognitive and behavioral health impairments. Collaborating on Byron Health Center’s design and construction for a new 170 resident home, they explored and implemented innovative and intentional designs to aid, support and reinforce Byron’s strong supportive culture. Byron’s fundamental belief is, “We join each resident on their journey as guests in their home, advocating on their behalf.’ Discussing case studies, best practices, and guiding principles, participants will understand how to create environments that promote and reinforce the strengths and abilities of all residents through research principles applied to design.

1D: Beyond COVID-19: Clinical and Financial Recovery

Time: 9:00 AM - 10:00 AM Speaker: Justin Sims, TMC Description: The world has changed since the COVID-19 pandemic. The health care industry continues to face some of its biggest challenges ever. The long-range impact of COviD-19 is yet to be seen. It is important to start addressing ways to overcome the clinical and financial impact now. In this session, we will talk about the treatment interventions to help patients who have recovered from COVID-19 as well as those residents who have experienced a decline due to isolation and social distancing. Financial recovery includes revising your census development strategies based on market data and finding ways to be more cost-efficient to allocate resources to other areas of your organization.

1E: Journey to Wellness: Integrating Employee Wellness into an Organization's Cultural Framework

Time: 9:00 AM - 10:00 AM Speaker: Dr. Kathleen Weissberg, Select Rehabilitation Description: According to the US Department of Health and Human Services, 59% of employees do not get adequate exercise, 27% have cardiovascular disease, and 24% have high blood pressure. Unhealthy lifestyle choices often lead to chronic diseases, costing organizations more than one trillion dollars in lost productivity alone. Studies show that employee are more likely to perform well on the job if they are in optimal health. This means that promoting healthier behaviors, especially at work, can really pay off. Benefits of implementing organization-wide wellness include reducing absenteeism; improving on-the-job decision making and productivity; improving morale; reducing turnover; improving disease management/prevention; and contributing to lower health care costs. As healthcare costs continue to rise, it makes sense that addressing the specific needs of an employee population and maximizing engagement/participation in workplace wellness is critical. Much of the healthcare literature focuses on client wellness programs. This session will explore the journey of three post-acute providers who undertook the employee wellness challenge and specifically how therapy practitioners assisted these facilities to integrate person-centered wellness programs into their culture. This session provides an overview of the need for employee wellness, statistics related to employee health, types of wellness programs, and the essential elements to be included in a comprehensive employee wellness program. The session further explores the partnership between the site, its leadership team, the therapy practitioner, and employees and how this partnership was cultivated to implement each program. Lessons learned along the wellness journey will be presented including:

  • What worked, what didn’t work, best practices, and lessons learned
  • Techniques used to foster a supportive work environment inclusive of a commitment to healthy values
  • Methods used to keep offerings interesting and keep employees motivated and engaged
  • How programs were modified to be inclusive of culture and diversity
  • Training provided by therapy to develop programs that were meaningful and purposeful to employees
  • Systems used to measure satisfaction and return on investment
  • The impact wellness programming has on quality care and employee retention
  • What techniques have been successful in sustaining the program over time
Whether seasoned or new to the game, large or small, simple or complex, every wellness program contributes to healthier communities and reduced healthcare costs. And, as with everything, wellness programs present a set of challenges. It is time for facilities to demonstrate their distinct value in achieving health promotion goals through person-centered, meaningful wellness programs. In this session, learners will hear how communities broke down the barriers and implemented a program in hopes this will benefit others who are embarking on the journey to wellness.

Opening Keynote: Forward: Igniting a Vision for Change

Time: 10:15 AM - 11:30 AM Speaker: Dr. Thomas Pomeranz, Universal LifeStiles LLC Description: It is abundantly evident that long term care providers are facing and will continue to face a seismic industry transformation. Assisted Living, Home Health Care, Managed Care, emerging technologies, staffing challenges, and increased expectations from those served during a historic pandemic demand that management at all levels act with an entrepreneurial spirit. Long Term Care providers must have a “vision” for moving FORWARD and the chutzpah to act upon that vision. Now is the time for an organizational cultural shift! In this dynamic and motivating Keynote, Tom Pomeranz, presents a six-point strategic approach to facilitate the organizational changes that are essential to survive evolving and demanding expectations. Tom discusses the importance of creating a sense of urgency among staff and Board Members as the first step in the process. Further, Tom details valued processes for energizing staff and refocusing the organizations’ reward systems in facilitating change. Most importantly, this session will stress the significance of management’s role in modeling the vision while creating new stories and symbols that support the organizational cultural shift.

2A: Effective Negotiation Skills for LTC

Time: 2:30 PM - 3:30 PM Speaker: Chris Conoley, Samaritan Alliance Description: This session will provide an overview of vendor categories that can affect bottom line, as well as the importance of overall cost and expense structure in LTC. Attendees will learn principles of basic negotiation, discuss the chain of command in negotiating vendor contracts, and hear some techniques and strategy to obtain additional value in their vendor contracts. With 28 years of experience as a vendor in Medical Supply, Equipment, and Pharmacy sales, as well as 2 years of experience on the Facility side as a negotiator of contracts in Foodservice, Pharmacy, Therapy, Medical Supply, Rental Equipment, and Waste Management, Chris Conoley will share insights and secrets of the industry to help attendees gain skills in contract negotiation.

2B: Patient Driven Payment Model - Are you maximizing your rates?

Time: 2:30 PM - 3:30 PM Speaker: Rosanna Benbow, Leading Transitions Post Acute Care and Staffing Description: This session will review the Patient Driven Payment Model and break down how to use CMS tools and other industry resources to identify where a patient should classify in each of the case mix groups. We will discuss areas of opportunity for Medicare reimbursement by clinical condition and also review how this may impact state Case Mix systems in the future.

2C: Multi-Sensory Stimulation Rooms for Persons with Dementia: Design-on-a-Dime

Time: 2:30 PM - 3:30 PM Speaker: Dr. Kathleen Weissberg, Select Rehabilitation Description: Sensory stimulation uses everyday objects to arouse one or more of the five senses with the goal of either engaging or calming an individual. Multi-sensory stimulation rooms or spaces are designed for individuals living with Alzheimer’s disease or a related dementia so they can safely explore and stimulate all five senses. The room combines gentle light, movement, music, aromas, and tactile objects designed to either calm or stimulate individuals, depending on each person’s needs. Some ways in which the sensory room has shown to be a positive health promotion tool are through creating a safe place for the patient to go, encouraging a positive therapeutic relationship between staff and patient, providing a place to teach skills and conduct therapeutic activities, establishing a place where crisis de-escalation strategies can be implemented, and helping to promote self-care and recovery. Activities involved in sensory stimulation are often linked to past interests and can help the person with dementia to build a connection with everyday life while reducing anxiety. There are a variety of activities and equipment that can be used in this setting and there are many ways the room can be set up to help individualize the sensory room to the person using it. Often times, multi-sensory rooms are designed in collaboration with a vendor and the result is something that appears juvenile or possibly futuristic with the use of high-tech light displays and gadgets. It doesn’t have to be that way! The number one principle in designing a space is less is more. In this session, participants will learn how sensory stimulation impacts the person living with dementia. Participants will learn how to set up a room or a space in their community using best practice design principles. This session will offer a design on a dime approach to a sensory room and demonstrate to providers how to set up a room or space of their own so they can further impact the quality of life of persons with dementia without relying on pharmacology.

2D: A Post-Pandemic Vision for the Future of Senior Living and Care

Time: 2:30 PM - 3:30 PM Speakers: Tom Meyers, Ziegler | Jason Choi, Ziegler Description: There is much talk about a “new normal” in our senior living and care sector. The reality is, many of the dramatic shifts that have taken place throughout 2020 were trends that were already underway in many respects. For example, telehealth has been emerging as an alternate care solution for a number of years now. Skilled nursing pressures have been top-of-mind for providers in recent years and organizations have been adding resources to enhanced staff recruitment and retention efforts. What the COVID-19 pandemic did was thrust us forward about five years in a matter of months and disrupted the sector at a much faster pace than anyone was prepared for. There are also those unfortunate consequences of the pandemic that no one was prepared for. Staff burnout and mental fatigue is a real concern that will be with us for some time. The damage done as a result of social isolation among residents will take significant efforts to address. So what does this all mean for the future of our sector? Has some of this disruption been the wake-up call that our not-for-profit sector needs? The purpose of this session will be to paint a picture of what our senior living and care sector will look like as it emerges from the pandemic. The reality is, while much as changed, there are also factors that have not. We continue to be in a country that is aging and aging fast. While COVID-19 has disproportionally impacted older adults, it has not changed the demographic predictions for the older adult population. During this session, presenters will address topic such as technology adoption and innovation, growth and competition from the private sector, the role of care in the home, workforce pressures and the dynamic healthcare environment to name a few. This session will also give an overview of the current state of the senior living capital markets, which will provide attendees with perspective on the lending environment, ranging from the bank direct placement market to fixed-rate bond issuances.

2E: The Leader's Role in Resolving Conflict

Time: 2:30 PM - 3:30 PM Speaker: Dr. Thomas Pomeranz, Universal LifeStiles LLC Description: In this “how to” session, Tom Pomeranz details the proactive leadership strategies that are essential in preventing conflict. Tom explains that all organizaitons regardless of size, mission, sources of funding or years of operation, experience conflict. Participants will gain an understanding of the sources of conflict and strategies to deter its negative impact. Tom devotes a significant part of this session on action steps to manage the “difficult employee”. It is the difficult employee who often is the catalyst in creating conflict between and among staff and departments – referred to as the “underground” by Tom. It is the difficult employee that thrives during periods of change by convincing both existing and new employees that the proposed change will impair the quality of their work environment. Participants gain insight to the origins of passive-aggressive behavior demonstrated by the difficult employee. Employees are either supporting the vision or supporting division. Participants are provided with an array of effective strategies to deal with the behavior/s and prevent that behavior from infiltrating the organization.

3A: The Administrator's Role in Rebuilding Census, 2021 and Beyond

Time: 2:45 PM - 5:00 PM Speaker: Caryn Enderle, Concept Rehab Description: Thanks to the perfect storm that was 2020, skilled nursing census is at an all-time low. As we slowly move into the recovery phase of COVID-19, administrators have a critical role to play in census regrowth. It will take more than just excellent Admissions and Marketing teams to architect your census rebuilding strategy. In this session, we will zoom in on key marketing and selling functions that savvy leaders need to prioritize and personally lean into to assure viability. Ten we will zoom out and look down the road at how administrators can reframe systemic change through long-term strategic initiatives that will differentiate you from competitors and position you as an attractive post-acute care provider.

3B: Regulatory Reset - Where are we now? - Blanket Waivers, Interim Final Regulations, Status of Phase 3

Time: 3:45 PM - 5:00 PM Speaker: Sean Fahey, Hall Render Killian Heath & Lyman Description: During the COVID-19 health pandemic, CMS has issued multiple blanket waivers to its regulations. CMS has also issued interim final regulations regarding health care and reporting and communications. In addition, CMS still has proposed regulations to finalize that impact several Phase 3 elements of the requirements of participation. This session will help you understand the key changes, as well as what will stay and what will go. Participants will be able to:

  • Identify the key skilled nursing regulatory changes made during the COVID-19 pandemic
  • Understand the changes that will remain and those that will stay in place
  • Identify the interplay between the Phase 3 RoPs and the skilled nursing regulatory changes made during the COVID-19 pandemic

3C: How your Health Information Exchange Can Support and Improve Care in the LTPAC Setting

Time: 3:45 PM - 5:00 PM Speakers: Jackie Eitel, Indiana Health Information Exchange | Tony Cochrane, Indiana Health Information Exchange Description: The Office of the National Coordinator for Health Information Technology reports that approximately 70 percent of Americans 65 years and older will require long-term care services at some point in their lives. Of that 70 percent, it is estimated that historical and recent information about the care the patient has received is missing 78% of the time. In this presentation, representatives from the Indiana Health Information Exchange will introduce attendees to health information exchanges, their purpose and their value. Relevant use cases for the long-term care post-acute care setting will be incorporated that demonstrate improvement in not only patient care and transition to other care settings, but also improved efficiency and decreased redundancy in testing and procedures resulting in saved healthcare dollars. Solutions through the use of external data to assist in reducing 30-day readmission and high ED utilizations as well as reporting requirements, such as Patient Directed Payment Model will also be explored.

3D: Where are we today - MDS 3.0, VBP, QRP, 5-Star, Reimbursement

Time: 3:45 PM - 5:00 PM Speaker: Deborah Lake, BKD CPAs & Advisors Description: Due to the COVID-19 pandemic and the related Public Health Emergency, Long Term Care has seen unprecedented waivers, delays, freezes and changes in areas of Medicare coverage, quality reporting, payroll Based Journal reporting, reimbursement and MDS 3.0 updates. Come join us for a discussion of how these actions affect us today. Learning Objectives:

  • Identify changes that have taken place due to waivers, delays and freezes
  • Understand ow freezes to reports affect us today
  • Identify areas affected in your facility and how to move forward

3E: 2021 Trends in Healthcare Marketing & Social Media

Time: 3:45 PM - 5:00 PM Speaker: Amanda Green, Healthcare Therapy Services Inc. Description: This session will focus on the various trends in healthcare marketing and social media. We will implement strategies and ideas to maximize your current marketing plan to move your census/occupancy needle in the right direction. You will also learn some of the new platforms where you can build your brand and strengthen your message. Whether you are marketing for short-stay recovery, AL apartments, referral networks, advertising jobs or focusing on health literacy and public relations, you may want to come and hang out with us for this time.

Monday, May 10

4A: Enhancing Your Bottom Line: Strategies for an Active Adult Campus

Time: 9:00 AM - 10:15 AM Speaker: Dodd Kattman, MKM architecture + design Description: Life Plan Organizations are increasingly exploring independent living options that enrich lives and create diversified, predictable sources of income to enhance campus ministries. Development of on-campus congregate, or independent living homes has long been the safe and predictable solution. Is this what tomorrow’s consumer demands? Recent research and consumer trends suggest that many active adults may be searching for something very different, and likely somewhere different. This session will compare recent active adult housing initiatives developed by leading life-plan communities located across the country which are intentionally distinct and separate from core campus operations. Did these new developments attract younger, more active residents? Do remote campuses create barriers to meaningful resident programs and experiences? Are we advancing our brand, or building cultures of we and they? Presenters will share innovative projects, goals, and specific strategies with the audience. The presenters will candidly discuss surprises, successes, and what the life plan community developers would do differently next time. The audience will earn from the example of generous industry leaders and will be challenged to consider their own intended goals and strategies as they pursue the ever-elusive, active, aging adult.

4B: Oral Health and Your Residents

Time: 9:00 AM - 10:15 AM Speaker: Debra Somesan, University of Indianapolis Description: Arrest some of the negative health affects on our long-term care residents by enhancing their oral health. Options are available and improved oral health is necessary.

4C: May the Fax Machine Rest in Peace!

Time: 9:00 AM - 10:15 AM Speakers: Robert Anderson, Kreig DeVault Description: This session will include a high-level overview of ONC’s recent final rule on Electronic Medical Record Interoperability, Information Blocking, and the Information Blocking exceptions, with reference to the Office of Civil Rights activity against access blocking under HIPAA and how hospital price transparency relates to it all.

4D: How to best position for the Pandemic Financing Landscape

Time: 9:00 AM - 10:15 AM Speaker: Kevin Laidlaw, Lument Description: For much of the past year, the senior living industry has faced its most challenging operating environment as providers faced life-and-death decision on a daily basis while still trying to fulfill their mission and run their business. While many organizations have understandably put financial strategy decisions on the backburner in order to focus on the primary responsibility of providing quality care, ample opportunities for seniors housing and care organizations to pursue capital strategies that position them for long-term success remain available. As with much in the industry, the process of obtaining financing in the seniors housing and care space has been impacted by the pandemic. Tailored to an audience of seniors housing and care operators in Indiana, the program will explore funding and other strategic options for organizations looking to capitalize on the low interest rate environment in the world of this pandemic in addition to how financial counterparts are now analyzing operational and care components of facilities. From tax-exempt bonds to agency programs from HUD/FHA and USDA, there are several viable options available for organizations looking to invest their facilities’ future. Specific industry case studies will be referenced as examples.

4E: Remote Screening and Selecting Staff in a Contagious World

Time: 9:00 AM - 10:15 AM Speaker: Karl Ahlrichs, Gregory & Appel Description: In today’s environment, a remote interviewing and selection process and a partially remote workforce is part of organizational reality. Remote methods must achieve “job fit” and values alignment while remaining human and working within tight budgets. As employers move quickly to a “distributed workforce” model, what works in remote talent acquisition? What fails? We are in a “perfect storm” of extended quarantines, productivity pressures, and a remaining talent shortage. We have limitations on face to face interviews and a workforce with pressure to secure employment. This session will offer a mix of new tactics and proven strategies to help talent managers quickly adapt to the new rules. This facilitated discussion covers he topic from two viewpoints – from the staffing side of human resources, and from the applicant’s point of view.

5B: A Review of the Regulatory Landscape: Past, Present & Future

Time: 10:30 AM - 11:45 AM Speaker: Becky Bartle, LeadingAge Indiana and HOPE Description: A look at what transpired from a regulatory standpoint in 2020, as well as a forecast of regulatory challenge and change for 2021.

5C: The HIGH-Lights of CBD and Cannabis Use in LTC

Time: 10:30 AM - 11:45 AM Speaker: Rob Leffler, PCA Pharmacy Description: Cannabis use is growing in today’s society. The CBD market place is expected to grow to 22 billion by 2022 according to the Brightfield Group. With the variety of guidance and opinions what care providers to do when their customers, family members, and employees are coming in and inquiring about their use? This session will focus on the use of cannabis from a pharmaceutical perspective. In addition to the products that are available as supplements there are also a number of FDA approved products that attendees will be educated on by the end of the session.

5D: Insurance Update for a "New Abnormal" World

Time: 10:30 AM - 11:45 AM Speaker: Karl Ahlrichs, Gregory & Appel Description: As your world shifts, insurance coverage must shift to reduce your risks. In this fast paced session, we wil cover several areas of concern, from cyber insurance, COVID losses including coverage for staff-related issues, heightened expenses, resident and staff personal injury and worker’s compensation, loss of census, and so on. Other issues that may not be readily visible include changes in risks to your facility’s CGL or auto policies. This will be discussed by content experts from several areas of insurance.

Closing Awards Luncheon & Long Term Care Panel

Time: 12:00 PM - 2:00 PM Description: In this session, leaders from across Indiana Long Term Care will share insights from their experience during the past year managing COVID-19, challenges faced, and their thoughts on how the industry can work together and move forward to continue providing quality care for aging adults. Panelists will include perspectives from a regulatory standpoint, long term care administrators, and FSSA and ISDH.

Executive Networking Breakfast

Time: 7:30 - 8:45 AM Sponsored by Plante Moran

Dr. Tom Pomeranz

2021 Keynote Speaker

Dr. Tom Pomeranz is a nationally recognized authority, trainer, clinician and consultant in the field of services for people with disabilities.  Over the last 50 years, Tom has conducted thousands of seminars and programs throughout the United States and Canada.  His audiences praise his ability to combine information, humor, passion and storytelling into an informative whole that does not just present the information, but really communicates it in a memorable fashion.  Tom was the keynote speaker at the Fifth International Conference on Developmental Disabilities and Aging in Cyprus.


He is the highly acclaimed creator of Universal Enhancement, which teaches strategies promoting community participation and supporting people to have a quality life.  Additionally, he is noted for his innovative approach to leadership and management training.


Tom has authored numerous articles in various professional publications and The Principles and Practices of Universal Enhancement.  Published by High Tide Press, this book details with humor and compassion the autocratic and clinical restraints of supporting people with developmental disabilities and the alternative “Universal Enhancement” way.  Tom has also created a seven part staff training DVD series The Principles and Practices of Building Community. Co-produced with Tierra Del Sol it covers seven critical topics that provide staff with best practice tools to enhance the quality of life for people with disabilities.  


Tom received his Bachelor and Master of Science Degrees in Special Education and a Doctorate in Mental Health Administration from Indiana University, Bloomington IN, followed by post-graduate work from the University of Notre Dame in the area of experimental psychology. He has held a variety of top level administrative posts in community-based service organizations and three large state-operated facilities. Tom is a Policy Fellow and Visiting Lecturer for Minot State University – North Dakota Center for Persons with Disabilities, a University Center of Excellence. Tom is a member of the Advisory Board for Medisked, a human services software company, dedicated to improve quality of life, reduce costs, increase capacity in Human Service and Home Health Care agencies.


Tom is the President and CEO of Universal LifeStiles with offices located in Indianapolis, IN.

Tuesday, May 11