Shelly Maffia
Proactive Medical Review
Session 1B: mastering the Focused Infection Control Survey Process
Megan Crites
MKM architecture + design
1C: Creating "Home" and Improving Quality of Life for Seniors living with cognitive and behavioral health impairments
Deb Lambert
Byron Wellness Systems
1C: Creating "Home" and Improving Quality of Life for Seniors living with cognitive and behavioral health impairments
Sarah Starcher
Bryon Wellness Systems
1C: Creating "Home" and Improving Quality of Life for Seniors living with cognitive and behavioral health impairments
Justin Sims
TMC
1D: Beyond Covid-19: Clinical and Financial Recovery
Dr. Kathleen Weissberg
Select Rehabilitation
1E: Journey to Wellness: Integrating Employee Wellness into an Organization's Cultural Framework
2C: Multi-Sensory Stimulation Rooms for Persons with Dementia: Design-on-a-Dime
Chris Conoley
Samaritan Alliance
2A: Effective Negotiation Skills for LTC
Rosanna Benbow
Leading Transitions Post Acute Consultation and Staffing
2B: Patient Driven Payment Model - Are you maximizing your rates?
Tom Meyers
Ziegler
2D: A Post-Pandemic Vision for the Future of Senior Living & Care
Jason Choi
Ziegler
2D: A Post-Pandemic Vision for the Future of Senior Living & Care
Caryn Enderle
Concept Rehab
3A: The Administrators Role in Rebuilding Census, 2021 and Beyond
Amanda Green
Healthcare Therapy Serivces, Inc.
3E: 2021 Trends in Healthcare Marketing and Social Media
Shelly is a Registered Nurse and Nursing Home Administrator with experience serving as Director of Nursing, Administrator, and as a multi-site Corporate Nurse Consultant. She holds AANAC's QAPI Certified Professional (QCP) credential. She is a member of the Association for Professionals in Infection Control and Epidemiology (APIC) and earned a Certificate in Infection Prevention in Long-Term Care. Shelly specializes in not only identifying SNF regulatory compliance risks, but in supporting SNF leadership in implementing the practical, real life solutions that drive performance improvement and quality outcomes.
A 2003 graduate from Ohio State University, Megan is a Senior Associate at MKM. In her role, Megan exclusively focuses on Long Term Care and Senior Living design. Dedicating her time and energy improving the health and well-being for those she serves. A key focus for her, through research, is staying attuned to varying sociologic and psychologic backgrounds; keeping in mind that how a person utilizes their building or space is a direct correlation to the user themselves. She strives to learn, understand, create and reinforce a culture of dignity and respect for people of all abilities.
Deb Lambert is blessed to serve the residents and staff of Byron Health Center. She has been a Health Facility Administrator in Indiana for over 20 years and she currently serves as the President and CEO of Byron Wellness Systems. She has a long list of accomplishments and qualifications related to Leadership Development but her primary focus has always been clearing the path for our team to deliver the highest quality of care for the residents we serve.
Sarah Starcher is honored to serve the residents and staff of Byron Health Center. She has been a licensed Administrator since 2015 and currently serves as the Executive Director of Byron Health Center. At Byron, Sarah works to ensure the residents have a purpose and the staff are engaged in changing long-term-care. Areas of expertise include Certified Lean Six Sigma Yellow Belt, Marketing and Public Relations, Organizational Leadership.
Justin Sims, M.A. CCC-SLP, licensed Speech-Language Pathologist is a Director of Business Development for TMC: Therapy Management Corporation. He has more than 16 years of experience in the long-term care industry including roles as a Speech Pathologist, Director of Therapy, and Regional Multi-Site Director of Therapy. Justin has presented extensively on clinical and reimbursement topics. He holds a Bachelor of Science degree and a Master of Arts degree in Speech and Language Pathology from Ball State University.
Dr. Kathleen Weissberg, (MS in OT, 1993; Doctoral 2014) in her 25+ years of practice, has worked in rehabilitation and long-term care as an executive, researcher and educator. She has established numerous programs in nursing facilities; authored peer-reviewed publications on topics such as low vision, dementia quality care, and wellness; has spoken at numerous conferences both nationally and internationally, for 20+ State Health Care Associations, and for 25+ state LeadingAge affiliates. She provides continuing education support to over 17,000 therapists, nurses, and administrators nationwide as National Director of Education for Select Rehabilitation. She is a Certified Dementia Care Practitioner and a Certified Montessori Dementia Care Practitioner. She serves as the Region 1 Director for the American Occupational Therapy Association Political Affairs Affiliates and is an adjunct professor at both Chatham University in Pittsburgh, PA and Gannon University in Erie, PA.
Chris Conoley is the President and CEO of Samaritan Alliance, LLC. With 30 years of experience negotiating contracts in long-term care from both the vendor and facility perspectives, he brings a unique perspective on effective negotiation for large spends including Foodservice, Pharmacy, Therapy, Medical Supply, Rental Equipment, and Waste Management.
Rosie has over 23 years in Long Term Care, beginning as a CNA. She has extensive experience in clinical reimbursement in roles such as Director of Nursing, MDS Coordinator, Case Mix Auditor, Clinical IT Specialist and MDS/Reimbursement Consultant. While focusing on MDS and Case Management, Rosie has been highly involved in policy development, Interact 3.0 implementation, and QAPI program development. Rosie currently serves on the board of directors with AAPACN. Rosie has been a presenter at past AANAC Conference(s) speaking on Managed Care, Quality Measures and other key RAI Processes. She also does routine presentations for LeadingAge Indiana and Hoosier Owners and Providers for the Elderly.
Tom Meyers joined the senior living team at Ziegler in 1996. He is a Co-Practice Leader of Ziegler’s Senior Living Finance Practice and he is responsible for marketing Ziegler’s brand in five Midwest states. He has considerable experience in structuring rated and unrated financings for Ziegler’s multi and single-site senior living clients. Transaction experience includes bond financings for start-up new campus life plan communities, expansion and repositioning projects as well as refinancings. Tom has considerable expertise surrounding the solicitation of bank credit for senior living providers. In his 25 year tenure, Tom has participated in over 150 financings raising in excess of $3.5 billion of capital for Ziegler’s senior living clients. He is a frequent speaker at the national and state level on senior living related topics. Tom is regularly asked to present to and to interact with senior living provider board and leadership teams. Prior to joining Ziegler, he worked with the Union Bank of Switzerland’s (UBS) Corporate and Institutional Finance Team serving the bank’s Fortune 250 and large international clients. Tom received a Bachelor of Science degree in Finance from Miami University in Oxford, Ohio and a Master of Business Administration from Northwestern University’s Kellogg School of Management in Evanston, IL.
Jason Choi joined the senior living team at Ziegler in 2012. His primary responsibilities include providing technical support to the investment banking team, performing financial analysis and detailed credit analysis of current and prospective clientele, and providing industry research and analysis to address the needs of clientele. He has provided transactional support transactions that have utilized tax-exempt unrated and rated fixed rate debt, Ziegler’s TEMPSSM products, bank private placements, and line of credits. In total, Jason has been involved in over $1.5 billion worth of financings for Ziegler since 2012. Jason earned his B.A. in economics from Yale University in New Haven, CT.
Caryn Enderle is a post-acute care specialist with over 20 years of experience in the industry. As a Speech-Language Pathologist by background and the Director of Business Development for Concept Rehab, Caryn incorporates her deep understanding of industry trends as well as data to empower SNF leaders to successfully navigate post-acute care. Keeping a pulse on regulatory and legislative issues through alliances with NASL and the Advisory Board as well as other healthcare associations, allows her to develop and share strategic solutions for success across the continuum of care. Caryn often speaks at the local, state and national level to share actionable insights on the most pressing issues that providers face in our industry.
Sean Fahey
Hall Render Killian Heath & Lyman
3B: Regulatory Reset - Where are we now? - Blanket Waivers, Interim Final Regulations, Status of Phase 3
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Jackie Eitel
Indiana Health Information Exchange
3C: How your Health Information Exchange Can Support and Improve Care in the LTPAC Setting
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Tony Cochrane
Indiana Health Information Exchange
3C: How your Health Information Exchange Can Support and Improve Care in the LTPAC Setting
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Deborah Lake
BKD CPAs & Advisors
3D: Where are we today - MDS 3.0, VBP, QRP, 5-Star, Reimbursement
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Dodd Kattman
MKM architecture + design
4A: Enhancing Your Bottom Line: Strategies for an Active Adult Campus
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Debra Somesan
University of Indianapolis
4B: Oral Health and Your Residents
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Robert Anderson
Krieg DeVault
4C: May the Fax Machine Rest in Peace!
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Kevin Laidlaw
Lument
4D: How to best position for the Pandemic Financing Landscape
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Brad Granger
Lument
4D: How to best position for the Pandemic Financing Landscape
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Karl Ahlrichs
Gregory & Appel
4E: Remote Screening and Selecting Staff in a Contagious World
5D: Insurance Update for a "New Abnormal" World
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Becky Bartle
LeadingAge IN & HOPE
5B: A Review of the Regulatory Landscape: Past, Present, & Future
Closing Session Panel
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Rob Leffler
PCA Pharmacy
5C: The HIGH-Lights of CBD and Cannabis Use in LTC
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Sean represents the needs of skilled nursing and assisted living facilities in all areas of health care compliance, governance, transactions, licensure, Medicare enrollment, administrative appeals, agreements, accounts receivable and reimbursement recovery. Sean counsels nonprofit clients on charitable operations and governance. Sean frequently speaks before national and state healthcare providers and associations on assisted living and skilled nursing facility issues.
Jackie Eitel, BSN, MSN, is the Business Development Manager for the Indiana Health Information Exchange. In this role, Jackie’s focus is primarily the implementation of services in markets such as the ambulatory and post-acute setting. Working throughout the state of Indiana with hospitals, providers, and other organizations, Jackie believes the need to exchange and share patient is vital to every health care organization, regardless of size or location. The sharing of external data prevents redundant testing or screenings, saves health care dollars, and enables providers to develop a more robust plan of care for their patients. Eitel has a strong background in health information technology and quality measures and her past work experience includes inpatient nursing management with a focus on critical care and quality improvement. Jackie currently serves on the board of directors for the Indiana Center for Nursing, Putnam County Comprehensive Services and the Behavioral Health and Human Service Board for the State of Indiana. She is an active member of the Indiana Organization of Nurse Leaders, the Indiana Association for Healthcare Quality, the Central Indiana Coalition for Care Coordination and a member of the Executive Workgroup for the Indianapolis Patient Safety Coalition.
Tony Cochrane is a Business Development Director with Indiana Health Information Exchange (IHIE). For 25 years, Tony’s career and energy have been focused on delivering transformational healthcare solutions across Indiana. Those solutions have ranged from novel clinical supply-chain management systems, to best-in-class pharmaceuticals, medical devices, population health, and employer health plan design. Across each role, one constant that Tony has identified is the need for consistent, on-demand data and meaningful, actionable information for Indiana’s clinicians. From my experience, I cannot think of any healthcare practice, facility, system, or organization that would not benefit from the robust clinical data repository that IHIE makes available. With greater than 90% of Indiana’s hospitals contributing data into IHIE, Indiana has the largest inter-organizational clinical data repository in the nation. Tony earned his B.S. Degree in Marketing from the Scott School of Business at Indiana State University.
Deborah is a member of the BKD National Health Care Group. She concentrates on Medicare and Medicaid case-mix reimbursement and compliance in the long-term care industry and on completion and coordination of the resident assessment instrument/minimum data set (RAI/MDS). She provides clinical consulting, training and follow-up for health care providers to ensure appropriate reimbursement and regulation compliance. She has over 30 years of experience in long term care including positions as director of nursing, staff development coordinator, corporate nursing coordinator and nurse consultant. Prior to joining BKD, Deborah was a regional director of clinical reimbursement for a large long-term care corporation. She is a frequent presenter on issues related to the MDS 3.0 and SNF PPS for various state health care associations across the Midwest. She is a registered nurse (RN) and is credentialed by the American Association of Nurse Assessment Coordinators (AANAC) as a Resident Assessment Coordinator - Certified Advanced (RAC-CTA®) and has served as a corporate master trainer for that organization. Deborah graduated from Lutheran Hospital School of Nursing, Fort Wayne, Indiana in 1979 with a Diploma in Nursing and attended Ball State University, Muncie, Indiana.
A founding principal of MKM, Dodd Kattman has helped lead the firm’s evolution into a nationally respected design firm. Dodd recently chaired the Design for Aging (DFA) Review Task Force, a biennial collaboration between LeadingAge and the American Institute of Architects (AIA). He also served as Co-Chair of the AIA Design for Aging Knowledge Community advisory group. Recently, Ball State University's College of Architecture and Planning Alumni Society recognized him with the Alumni Award for Outstanding Achievement. In 2019, he was awarded the Juliet Peddle Award by AIA Indiana, in recognition of his leadership in architecture.
Debra has an array of business management and staff development experience. For over 25 years she managed large private dental offices & multiple corporate offices. Debra's expertise lies within the dental profession, & some prior experience in assisted living facilities. Presently, she serves in the operations of Graduate Admissions at the University of Indianapolis. Debra'seducation includes three Associate degrees in office management and computers, a Bachelor of Liberal Arts, and MS in Healthcare Management & Certificate in Gerontology from the University of Indianapolis. Combining her previous experience in dentistry & my education in gerontology management, Debra would like to initiate industry revolutionizing change in the oral health of our residents. Her passion is to increase the awareness & connection of oral health to the total wellness of the elderly. The global benefits of such initiatives would include a reduction in various medical or systemic health complications by addressing the poor oral hygiene care correlated with these health issues; this initiative of health promotion & preventative care is thus cost-effective on the business front while concomitantly being a humanitarian effort. This aptly reflects her two primary areas of expertise: cost effective business & tender care for people.
Robert (Bob) Anderson has over 30 years of experience in healthcare, litigation, and legal issues facing health care providers. He is a partner with the Krieg DeVault law firm, practicing out of its Merrillville, Indiana Office. His diverse practice gives him a unique and practical understanding of the relationship between legal, compliance, and operational issues and the challenges faced by in-house legal teams in healthcare organizations. He has advised and represented healthcare providers, including hospitals, medical groups, skilled nursing facilities, physicians, residents, nurses, and others in a broad array of compliance, regulatory, and litigation matters. He served as general counsel for a hospital system and multi-specialty physician practice for several years. He is a closet computer nerd. Mr. Anderson assists clients with state and federal privacy issues. He counsels clients on the use of electronic health record systems, meaningful use of certified electronic health record technology, and issues associated with information blocking. Mr. Anderson serves on Krieg DeVault’s Executive and Information Technology Committees.
Kevin Laidlaw is a director with Lument and leads the firm’s senior living and healthcare coverage in Indiana and Kentucky. In this role, he spearheads the firm’s financial services platform, including bond offerings, agency mortgage lending, bridge-to-agency lending, private equity, balance sheet lending and other investment banking services. Mr. Laidlaw has been with the firm since 2007. Most recently as director of M&A, he oversaw the firm’s sell-side, buy-side and other transaction advisory services. He successfully closed 24 transactions in this role. Previously as a member of the firm’s financing team, he was an underwriter for the firm’s FHA, USDA, Fannie Mae and conventional bond financing programs for rehabilitation, new construction and refinance projects. In this role, he closed 180 transactions in excess of $2.5 billion. He received a bachelor’s degree in economics and a certificate in organizational studies from Denison University in Granville, Ohio, where he was a four-year member of the varsity football team. He holds a general securities representative license (Series 7) and investment banking representative license (Series 79), has been approved by HUD to underwrite both MAP and LEAN transactions, and is certified by the Mortgage Bankers Association to conduct property inspections.
Karl Ahlrichs is a speaker, author and consultant, presenting internationally on the people issues in all industries, and is often quoted in the local and national media. Karl's experience is perfectly suited to times of great organizational change. He has decades of strategic consulting to all industries, using risk management and good organizational development theories to bypass "best practices" and move directly to "next practices". Karl is a CPE presenter for the AICPA and the Business Learning Institute, and for more than a decade he was the Program Chair for the Indiana Society for Human Resources Management annual conference. He is a regular contributor to The Journal of Accountancy. For more than 20 years, he has facilitated an invitation-only CFO Roundtable.
Becky Bartle is a 30+ year veteran of the long-term care industry. She serves as the Regulatory Affairs Consultant for HOPE (Hoosier Owners and Providers for the Elderly). She has presented and provided training throughout the state.
Brad Granger leads Lument's Clinical Risk Group where he assists the firm's financing, underwriting, and asset management teams by providing detailed analysis of senior care facilities' operations. Brad's work commonly includes individualized analysis of the Five-Star Quality Rating System, risk management, market discharge and referral data, and regulatory changes. Prior to Lument, Brad grew up working for the local skilled nursing facility his family owned. He then continued to work within a broad range of capacities within the senior care industry. This includes tenures at owner-operators Trilogy Health Services and HCR Manor Care in addition to time with insurance and analytical specialty firms Ultra Risk Advisors, American Safety Insurance, and PointRight Analytics. Brad is a licensed nursing home administrator and licensed property and casualty insurance broker. He received a bachelor's degree in finance from The Ohio State University and an MBA from Franklin University.
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.
Amanda Green is the Executive Director of Marketing & Strategic Development for Healthcare Therapy Services, Inc, a provider of contract rehabilitation services for senior care communities and home health providers in the Midwest. She has 19 years of experience in post-acute care marketing specializing in rehabilitation, skilled nursing, home health and residential care. As a professional consultant, Amanda has worked with large urban senior living campuses with 1500+ residents to smaller 20 bed skilled nursing facilities in rural communities. A self-proclaimed data nerd, Amanda provides strategic and tactical planning to improve referral network strengthening with case management and physicians, web and design, new construction and renovation ideas, hands on training, and one-on-one marketing support. Passionate about client experience, person-centered care and as an adult child to an aging parent, she has an affinity for care collaboration and process improvement.
Rob Leffler is the Vice President of Clinical Services for PCA Pharmacy, a long-term care pharmacy that serves over 30,000 residents. Rob graduated with a BS in Pharmacy from Butler University and has spent the majority of his career in long-term care as a consultant pharmacist, running long-term care pharmacies and leading clinical teams in the care of residents. As a pharmacist, he has spoken for several Leading Age organizations (Michigan, Indiana, Tennessee and Kentucky) as well as for several other state health organizations their meetings and through webinars.