Educational Sessions Descriptions
MONDAY, January
25, 2010
Concurrent Educational Sessions (100 series)
10:30 am to Noon
| FOCUS: Strategic Management |
101: Marketing Inside Out: Recruiting and Hiring Staff
as an Internal, Ongoing, Strategic Marketing Effort
Setting strategy for marketing is accepted. This beneficial
workshop for start-ups, established businesses, and all models
of agencies teaches some basics to either use existing workforce
successes to find and hire more talented care providers or
set criteria that will identify and attract top-notch caregivers.
Objectives:
- Demonstrate effective strategic marketing tools to recruit
caregivers;
- Identify the ways to attract for the highest quality;
- Identify ways to screen for the highest quality; and
- Discuss the importance of identifying characteristics
for the best direct care employees as an ongoing business
growth strategy.
Faculty: Merrily Orsini,
MSSW, CEO, corecubed, Louisville, KY
Nursing CEs 1.5; Accounting CPEs 1.0 (NASBA/MKT)

| FOCUS: World Class Orientation |
102: Good Beginnings are Good for Business: How to Craft
a World Class Private Duty Orientation
It is imperative to “ground” new caregivers
properly in order for them to excel in their “remote” jobs.
It is equally beneficial to your business. Learn the difference
between orientation and on-boarding and why one is the process
of choice for PD caregivers. Participants will take home
the elements of a world class on-boarding experience as well
as important topics, tips, and formats.
Objectives:
- List the top ten reasons private duty orientations fail;
- Differentiate orientation versus on-boarding; and
- Design an effective on-boarding process for private
duty caregivers.
Faculty: Sandra A. Smith, SPHR, CHC, HR
Pathways, Troy, VA
Nursing CEs 1.5; Accounting CPEs 1.0 (NASBA/PHR)

103: A Focus on Profitable Business: Agency Growth and
the Bottom Line
Will an increase in referrals automatically lead to an
increase in the bottom line? Are all admissions good for
business? Learn how to predict your financial performance
based upon case mix. This presentation will offer the tools
necessary to build a strong bottom line through focused branding,
new program development, and select volume growth. It will
be particularly beneficial for established hospital-based
agencies, home health agency-based agencies, or private duty
national chains. Start ups will also take away helpful hints.
Objectives:
- Describe key ingredients to building a strong bottom
line;
- Analyze your current financial condition and chart a
course for a successful future; and
- Develop your plan to grow desirable volume.
Faculty: Arthur St. Germain, BS, MA,
Vice President, Partners Private Care, Waltham, MA
Nursing CEs 1.5; Accounting CPEs 1.0 (NASBA/MKT)

MONDAY, January
25, 2010
Concurrent Educational Sessions (200 series)
2 to 3:30 pm
| FOCUS: Retention Strategies |
201: Build It and They Will Stay: Retention Strategies
to Retain Top Performers
Create a culture of retention by adopting specific practices
to retain top employees. It’s about relationships;
it’s about environments. Learn strategies to stop the
revolving door and boost long-term commitment. This information
packed session is designed for businesses committed to success
through learning about the innovative methods to influence
retention.
Objectives:
- Identify the components of a culture for retention;
- Deal with problems to enhance growth, not departure;
and
- Describe strategies to keep the rookies and provide
growth for the experienced.
Faculty: Patricia
Jump, MA, BSN, RN, COS-C; President, Acorn’s End
Training and Consulting, Stewartville, MN
Nursing CEs 1.5; Accounting CPEs 1.0 (NASBA/PHR)

202: How to Bullet- Proof Your Key Accounts and Referral
Sources
Home care private pay competition is fierce. Your best
referral sources are your competitor’s high value targets.
What are you doing to keep the barrier to entry “high”?
Learn how to create a systematic process that builds walls
around your top referral sources that are too high for your
competitors to climb and too strong to break down. This session
will give you the seven steps to “bullet proofing” your
referral sources and will give you the roadmap to creating
a referral source for life!
Objectives:
- Identify who your key accounts are and what makes them
tick;
- Set a strategy for each account; and
- Create a “shield” around your account or
referral source to prevent competitive entry.
Faculty: Melanie Stover, OTR/L MBA, MS/ISM,
President, Home Care Sales, San Diego, CA
Nursing CEs 1.5; Accounting CPEs 1.0 (NASBA/MKT)

203: Growing Your Business with Selling as an Exit Strategy
Debunking the myths about selling as an exit strategy,
representatives from three very different companies actively
acquiring private duty businesses explain the differences
in their operational models, acquisition strategies, and
processes. This session, conducted in a unique panel discussion
format with ample Q&A, will highlight some of the key
similarities and differences between the ways buyers evaluate
value and complete homecare acquisitions. During the session,
panel members will review the process, share techniques for
maximizing value and lend some transparency to the entire
process, from offer to closing.
Objectives:
- Identify the three most important aspects buyers look
for in an acquisition;
- Discuss detailed specifics about the steps in the process
of selling; and
- Reveal best practices and ways to avoid potential pitfalls
along the way.
Faculty: Jeff Salter, Chief Executive
Officer/ Founder, Caring Senior Services, San Antonio, TX.;
Brian Bruenderman, Director of Development, ResCare, Inc.;
Louisville, KY.; Peter Sosnow, Corporate Development, SeniorBridge,
New York, NY
Nursing CEs 1.5; Accounting CPEs 1.0 (NASBA/BMO)

MONDAY, January
25, 2010
Concurrent Educational Sessions (300 series)
3:45 to 5:15 pm
| FOCUS: Legislation: Free Choice |
301: Understanding the Employee Free Choice Act & Creating
a Solid HR Strategy
The Employee Free Choice Act (EFCA) will alter the landscape
of labor-management relations. It contains the most sweeping
changes to the National Labor Relations Act in the 74 year
history of this legislation. Some version of this is expected
to be passed by Congress in 2009. Employers must understand
the effects of this law and they must develop a solid HR
strategy for operating under this legislation.
Objectives:
- Identify the key provisions of the EFCA;
- Discuss the elements of a solid HR strategy for effective
operations under the EFCA; and
- Describe best practices for effective operations under
the EFCA.
Faculty: Joseph
Maddaloni, JD, MPA, Trenk, DiPasquale, Webster, Della,
Fera & Sodono, PC, Morristown,
NJ.; John Buck, BA, Executive Director, Visiting Homemaker
Services of Hudson County, Jersey City, NJ
Nursing CEs 1.5; Accounting CPEs 1.0 (NASBA/PHR)

| FOCUS: Geriatric Care Management |
302: What is Geriatric Care Management and How Can It Help
Your Private Duty Business?
This workshop defines Geriatric Care Management (GCM) and
offers a template for developing a profitable service line.
Learn the mechanics and value of GCM, its return on investment
and how a well managed service line can be profitable on
its own as well an extender for aide, homemaker, and companion
services, where GCM realizes its greatest return on investment.
Geriatric care management can become an indispensable addition
to home care services.
Objectives:
- Describe the GCM service line as it relates to three
primary disciplines: nursing, social work, and therapy;
- Discuss the business and revenue model for GCM service
provision in collaboration with a private duty home care
agency; and
- Demonstrate how GCM impacts long term home care revenue
and outcomes.
Faculty: Joseph Jackson, LICSW, ElderCare
Advisors, Inc. , Lenox, MA
Nursing CEs 1.5; Accounting CPEs 1.0 (NASBA/MKT)

| FOCUS: Reprioritizing in a Down Economy |
303: Reprioritizing Your Private Duty Business in a Tough
Economy
In an era of recession where flat growth, fewer customers,and
smaller cases are all too common, what are the innovations
and best practices that drive continued expansion in a 420-office
private duty company? Learn the findings of this company’s
analysis of the elements that have driven the success of
its highest performing offices. Understand the details of
building a disciplined focus that results in a steady flow
of business, effective cost containment strategies, and elements
that produce a healthy bottom line.
Objectives:
- Identify the best marketing practices in a tough economy;
- Articulate the new, best approaches to handle customer
concerns during inquiries for care; and
- Describe the best strategies to retain staff in these
economic times.
Faculty: Patricia Drea, MPA, BSN Chief
Operating Officer, Visiting Angels, Tega Cay, SC
Nursing CEs 1.5; Accounting CPEs 1.0 (NASBA/SEB)

TUESDAY,
January 26, 2010
Concurrent Educational Sessions (400 series)
8 to 9:30 am
| FOCUS: HR: Building that All Star Team |
401: Creating an “All-Star Team”
The issues that exist today in businesses are rarely technology
or capabilities; it is almost always about people. As an
organization whose mission is to provide the best possible
care, it becomes very difficult to do so without the best
possible people. No matter the size of your business, you
need job descriptions, hiring practices, and ongoing evaluation
of all level of employees. Learn how to get the “people
side of business” right from selection to succession
using a model of predictability.
Objectives:
- Describe the job fit process;
- List ways to measure organizational health of your business;
and
- Implement a how-to model of predictability to help with
recruitment, interviewing, selection and retention.
Faculty: Bill Wagner, BA, CEO Accord
Management Systems, Thousand Oaks, CA
Nursing CEs: 1.5; Accounting CPEs 1.0 (NASBA/PHR)

| FOCUS: Wellness in Home Care |
402: Wellness @ Home: An Innovative Addition to Home Care
Programming and Patient Care
Wellness @ Home incorporates the basic aspects of wellness
programming: ergonomics; nutrition; exercise programming;
health assessments; and follow up outcomes within a structured
business model to improve clinical quality and work towards
extending billable programs. It serves as a continuing education
program for home care workers interested in expanding their
level of client service. A wellness program can be good for
agency staff and the clients they care for, and can be a
value added service or niche for a private pay model.
Objectives:
- List the components of a Wellness @ Home program;
- Develop a business model for incorporating the model
for Wellness@ Home; and
- Discuss how the Wellness @ Home program can benefit
the private duty business, employees and clients.
Faculty: Eric Durak, MSc; President, Medical
Health and Fitness, Santa Barbara, CA
Nursing CEs 1.5; Accounting CPEs 1.0 NASBA/MKT)

| FOCUS: Industry Trends for Planning |
403: Top FIVE Trends for Future Success of Your Agency
This session will explore the state of home care today
and show you how to translate current trends for your agency
to thrive well into the future. Participants will learn to
differentiate fads and trends, how to zero in on trends for
success and use five top tips for your agency’s success
in a highly competitive market.
Objectives:
- Describe the state of private duty/private pay home
care in today’s market;
- Discuss current trends in and out of the industry; and
- Develop a plan to diversify your service lines, incorporating
technology.
Faculty: Corinne
Kuypers-Denlinger, BA, Vice President, Home Health, Hospital
and Compliance, DecisionHealth, Gaithersburg, Maryland
Nursing CEs 1.5; Accounting 1.0 (NASBA/MKT)

TUESDAY,
January 26, 2010
Concurrent Educational Sessions (500 series)
10 to 11:30 am
501: Using New Technologies to Communicate with Families
and Improve Customer Service
Social media and enhanced networking and communication
tools are changing families’ expectations for information
from a home care agency, regardless of whether a family lives
near their loved or is separated by distance. Get informed
on the latest communication tools and learn how to harness
what works for home care to transform the “family experience” and
at the same time create a competitive advantage for your
agency.
Objectives:
- Discuss family preferences for types of information
and communication vehicles;
- Identify the right way for your agency to apply Web-based
technologies; and
- Highlight workflow considerations in using communicative
technologies with families and staff.
Faculty: Jim Wills, MPA, Co-Founder, RemCare,
Chicago, IL
Nursing CEs 1.5; accountant CPEs 1.0 (NASBA/MKT)

| FOCUS: Adhering to Performance Improvement for Quality |
502: Measuring Up: Program Tips, Tactics
And Tools
Adhering to practical applications, tools, and measures
to assure performance when standards are being measured,
learn how to initiate and communicate programs that take
your agency to the next level: quality improvement, assurance,
customer service, evaluations, improvement processes, and
adherence to licensure. Quality improvement examples will
be provided for a corporation with multiple sites as well
as how these examples can work for any size company. Demonstrations
will include practical applications of monitoring and compliance
activities, hotlines, employee training, and audit plans
of action. Participants will take away tools for auditing,
employee training, tracking mechanisms, and program measurement.
Objectives:
- Identify the basic elements of a compliance program;
- Demonstrate practical applications of monitoring and
measurement program activities; and
- Discuss tips for communicating the message about adhering
to standards.
Faculty: Sherry Cummings, RN, BSN, CPHQ,Director
of Corporate Compliance, Outreach Services Inc., Austin,
TX
Nursing CEs 1.5; Accounting CPEs 1.0 (NASBA/PHR)

| FOCUS: Business Continuity in Disaster |
503: Business Continuity Management: Why Emergency Response
Plans Fall Short
When disaster strikes your community, will you be ready?
Learn the differences between emergency management and business
continuity management. Private duty businesses have a responsibility
to continue to do business and maintain continuity of care.
Caregiver employees work remotely; how do you prepare them
and the clients they serve as well as your office workers?
Learn how in this compelling and informative workshop.
Objectives:
- Identify continuity of care issues;
- Discuss business continuity management; and
- Develop an emergency management plan to include office,
caregivers, and clients.
Faculty: Bill Lang, CBCP, MBCI, CBCV, Business Continuity Manager, Virtual Care Provider, Inc.,
Milwaukee, WI
Nursing CEs 1.5; Accounting CPEs 1.0 (NASBA/BMO)

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