2011 Leadership Institute Registration Booklet

EXECUTIVE LEADERSHIP • FINANCIAL STRATEGIES • REIMBURSEMENT

LEADERSHIPINSTITUTE

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A U G U S T 2 4 - 2 6 , 2 0 1 1 • G R A N D T R AV E R S E R E S O R T • A C M E , M I

This year we return to beautiful Grand Traverse Resort for our Annual Leadership event. Each yearwe specifically design our summer experience toprovide opportunities for thoughtful discussionand a little respite as well.

This conference is designed for executive leaders,finance officers, program and billing staff and offers four main interests over three days: Leadership, Finance, Program Strategies and Billing.

We have developed three general sessions thatwill focus on Michigan innovations both at thepublic policy level and at the individual not forprofit community level.

Connect with your peers while earning up to 18 Continuing Education Credits at the Midwest’s largest full-service, year-round resort and conferencecenter. Golf the The Wolverine – one of Michigan’s most beautiful courses while supporting the AgingServices of Michigan Political Action Committee.

Come join us — Grand Traverse Resort will leave you feeling renewed and refreshed.

LEADERSHIPINSTITUTE

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G R A N D T R AV E R S E R E S O RT • A C M E , M I

2011 LEADERSHIP INSTITUTE 3 AGING SERVICES OF MICHIGAN

Capital Markets Update

Wednesday, August 248:30 - 10:00 a.m.

Economists tell us the economy is continuing to recover but seemingly with fits and starts. The capital markets have been thawing but also in anuneven fashion. How have senior living providersin Michigan as well as nationally fared through thedownturn? Join Tom Meyers and Mike Taylorfrom Ziegler as they look at how all of these market conditions are unfolding nationally as wellas in Michigan.

F E AT U R I N G

Tom Meyers Ziegler

GENERAL S E S S IONS

Powerful Forces Shaping the Future

Thursday, August 258:30 - 9:45 a.m.

Powerful economic forces and new policies arechanging the health care system. This sessionwill describe the trends, issues, and policy directions and how these forces create opportunities nationally and in Michigan to improve health care and long term care.

F E AT U R I N G

Dr. Vernon Smith Health Management Associates

ACO Readiness Panel

Dr. Kathleen Griffin MODERAT I NG

Friday, August 268:30 - 10:00 a.m.

Join Dr. Kathleen Griffin and our member panel as we review thecurrent state of Accountable Care Organization development.Discussion will include updates from Aging Services of Michiganmembers who are moving toward ACO Readiness.

WELCOME

The Aging Services of Michigan Educational Foundation has as its mission to support the learning needs of the not for profit memberprovider. This year we have worked to develop aleadership and reimbursement event that will update participants on industry issues nationally,but with a focus on Michigan in particular.

One of the best ways to assist in learning is to provide networking and discussion opportunitiesamong our members. Dr. Kathleen Griffin will againjoin us to discuss current events in AccountableCare Organization development and will moderatea panel of members who have started working toward ACO Readiness.

We have also asked the Michigan Department ofCommunity Health to provide us an update on theirrestructuring and the status of their work toward anintegrated system of care for seniors and dual eligibles. Dennis Russell from the not-for-profitMHS Alliance has been invited to discuss Oregon’sexperience with a long-term managed care system.

And as usual we have tried to sprinkle a few funevents to help everyone relax in the beautiful Traverse Bay area. Come join us — we are sure you will enjoy the experience.

Table of ContentsKeynote Speakers...........................................3

Executive Leadership Series ...........................5

Workshops-at-a-Glance...................................6

Session Descriptions..................................8-10

Registration Information...............................11

Golf Scramble on the Greens .......................12

Schedule of Events

Wednesday, Aug. 24 8 a.m................Registration and Continental Breakfast

8:30 a.m. .................Keynote Session with Tom Meyers

10:15 a.m. ....................Concurrent Workshop Sessions

12 p.m..............................................Networking Lunch

1 p.m............................Concurrent Workshop Sessions

2:15 p.m.......................Concurrent Workshop Sessions


6:00 p.m. .......................................Family Dinner Event

Thursday, Aug. 258 a.m. ..........................................Continental Breakfast

8:30 a.m. ...............Keynote Session with Vernon Smith


12:00 p.m.........................................Networking Lunch

1 p.m......Concurrent Workshop Sessions and Golf Event



7:00 p.m........................................................Reception

Friday, Aug. 268:00 a.m. .....................................Continental Breakfast

8:30 a.m. .....................................ACO Readiness Panel


12:00 p.m. .......Leadership Lunch and Mini-Trade Show



Dates to Remember...Make your room reservation by

July 25 to receive the Aging Servicesof Michigan group rate

Register for the Institute by August 17

Sign up for the Scramble on theGreens by August 17


O N E V O I C E . O N E M I S S I O N .


This past year many Aging Services of Michigan members alongwith the Association invested much time, effort, and resources increating an innovative experience that took the first steps towardpreparation for health care reform and the new long term supports and services environment.

For this next year, we hope to continue this series and include asmany members as possible in this unique and dynamic forum.Our main themes for this past year, Partnering and Performance,will continue to be the focus of this year’s work as well.

We will take a few moments during the Executive Leadershipevent to communicate our plans and opportunities for next year.Watch for these announcements in the Latest Wrinkle as well!!

For more information, please contact Deanna Mitchell at (517) 323-3687

“The dogmas of the quiet past are inadequate for the

stormy present. The occasion is piled high with difficulty,

and we must rise with the occasion. As our case is new,

so we must think anew and act anew.”

—Abraham Lincoln

EXECUTIVE LEADERSHIP SERIES 2011-2012:PARTNERING AND PERFORMING

Aging Services of Michigan

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LEADERSHIP

PROGRAMSTRATEGIES

Creating YourRoadmap forthe Future

8 a.m.

Friday, August 26, 20118:30 to 10 a.m. 10:15 to 11:45 a.m. 2:45 to 3:45 p.m.

L NMichigan

Managed Careand LTC Systems Update

Continental B

reakfast

ACO Readiness P

anel

Complianceand the MDS 3.0

12 to 1:30 p.m.

Leadership

LunchMini-Trad

e Show

The OregonExperience

M1:30 to 2:30 p.m.

K


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FINANCE:ZIEGLER CFOWORKSHOP

PROGRAMSTRATEGIES/BILLING


IndustryTrends

Medicare Proposed/FinalRule Recommendations

8 a.m.

Wednesday, August 24, 20118:30 to 10:00 a.m. 10:15 to 11:45 a.m. 2:15 to 3:15 p.m.

B D

The InformedExecutive

Registratio

n and

Continental B

reakfast

State of Senio

r LivingCapital M

arkets Medicaid Update

12 to 1 p.m.

Networking

Lunch

The Economy

and FinancialMarkets

C1 to 2 p.m.

PACE Development

GovernmentLending Programs

3:30 to 4:30 p.m.

E6 to 9 p.m.

Family D

inner Event

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FINANCE

PROGRAMSTRATEGIES/BILLING

UnderstandingBeneficiaryNotices

No Finance Events This Afternoon

8 a.m.

Thursday, August 25, 20118:30 to 9:45 a.m. 10 a.m. to 12 p.m. 2:15 to 3:15 p.m.

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Fund Development

Continental B

reakfast

New Opportunities in

Aging Services

UnderstandingMedicare Benefit Periods/MedicareMyths

12 to 1 p.m.

Networking

Lunch

AuditingMedicare

Processes inthe BillingOffice

H1 to 2 p.m.

Audits andDenials

3:30 to 4:30 p.m.

J7 to 9 p.m.

Recep

tion

Compliance and the MDS 3.0

Golf

A

F

4 to 5p.m.

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Plan to join us at the 2011 SummerLeadership Institute, August 24-26,2011 at the Grand Traverse Resort inAcme, Michigan. Don’t miss the opportunity to get involved this yearby becoming a conference sponsorand participating in the LeadershipLunch and Mini-Trade Show. Wehave a variety of sponsorships available this year.

Business Partners who sponsor at least $1000 toward the conference will be able to participate in the Mini-Trade Show taking place on Friday, August 26 and will also receiveone 8-foot skirted table, lunch for two company representatives, and the opportunity to attend all education sessions on Friday only. Space is limited to 15, so hurry and call todayto reserve your sponsorship and secure your spot in the Mini-Trade Show.

For more information and to register, visit

www.AgingMI.org

BUSINESS PARTNER OPPORTUNITIES

CONFERENCE SPONSORSHIPOPPORTUNITIES

Welcome Gift $2,000 (2 available)

Continental Breakfast $2,000 (3 available)

Lunch $2,000 (2 available)

Wednesday Dinner $2,000

Thursday Reception $2,000

Leadership Lunch and Mini-Trade Show $3,000

Friday Leadership Dinner $5,000

GOLF OUTING SPONSORSHIPSOPPORTUNITIES

Beverage Cart $1,000 (2 available)

Golfers Reception $2,500

Golfer Gifts $250 (4 available)

For more information, contact Sheri Deisler at 517-323-3687

Wednesday, August 24, 2011

General Session1A State of Senior Living Capital Markets

Economists tell us the economy is continuing to recover butseemingly with fits and starts. The capital markets have beenthawing but also in an uneven fashion. How have senior living providers in Michigan as well as nationally faredthrough the downturn? How will the economic challenges ofmany state and local governments impact the ability of senior living providers to access fixed interest rate capital?What are banks doing now that the liberalized provisions ofthe bank qualified provisions of ARRA have sunset? How willthe estimated $14 billion of nonprofit hospital and senior living letter of credit renewals impact the bank credit marketin 2011? Join Tom Meyers and Mike Taylor from Ziegler asthey look at how all of these market conditions are unfoldingnationally as well as in Michigan.Speaker: Tom Meyers, Ziegler

Mike Taylor, Ziegler Capital Management

Finance Track/CFO Workshop1B The Informed Executive: Insights from the Ziegler CFOHotlineSM

Senior living providers consistently aim to benchmark organizational performance against that of their peers.Among the multitude of research tools that benefit these organizations is the Ziegler CFO HotlineSM, a survey-basedservice that receives and answers a variety of questions fromhundreds of senior living CFOs across the nation. Join TomMeyers and Mike Taylor from Ziegler as they discuss some ofthe most recent and popular CFO Hotline topics, as well asinsights gained from the results. Attendees will learn how toleverage others’ shared experiences for the benefit of theirown organization’s strategic operations.Speaker: Tom Meyers, Ziegler

Mike Taylor, Ziegler Capital Management

1C State of the Economy and the Financial Markets:Impacts to your Investment PortfolioRecent market volatility can affect historical market and projected rate of return assumptions for an asset allocationmodel. Learn how your organization can integrate asset management strategy and investment policy. Participants in thissession will gain insights about how other senior living organiza-tions are dealing with current investment market conditions.Speaker: Matt O’Neill – Ziegler Lotsoff Capital Management

1D Industry Trends: A Renewed Interest in Operations andits Effects on Access to CapitalThe Senior Living Industry continues to experience significantchange and uncertainty. This session will review the key industry trends worth notice along with the operational aspects that should be considered as well. Included in this session will be a discussion about the new accounting standards that will affect senior living providers.Speaker: Rob Long, Plante&Moran


1E Government Lending Programs: a 360 Degree View for 2011This session will update the status of the 232 LEAN program,and include overviews for Affordable Housing programs anda summary of GNMA Securities – how they work, who buysthem, and why rates are at historic lows.Speaker: Bill Mulligan, Ziegler

Program Strategies/Billing Track: 2B Medicaid – Historical Trends and the Underlying Causes

How will we understand what lies ahead? Betsy Rust andBeth Sullivan from Plante&Moran will provide historical information to help understand the volume and cost ofskilled nursing services provided through Michigan Medicaid.The history of Medicaid in Michigan will also be used as abackdrop for discussion of the more recently proposedchanges to Medicaid. These comparisons will take into consideration key measures by provider type, size, and geography. The speakers will also offer potential new trendsbased on the proposed changes to Medicaid for discussionpurposes to help each participant to consider how their organization might be impacted.Speaker: Betsy Rust, Plante&Moran

Beth Sullivan, Plante&Moran

2C/D Medicare Proposed/Final Rule RamificationsThe MDS 3.0 has changed the face of therapy for MedicarePart A residents. We will review the proposed SNF PPS rule,or if released in time, the final SNF rule for FY 2012. Thissession will take an in-depth view of the changes and discussstrategies for correctly billing therapy services on theMedicare claim. We will discuss the new proposed OMRAs,including Change of Therapy (COT) and End of Therapy(EOT-R). This session will be presented jointly by a therapycompany and a reimbursement/regulatory consultant.Speaker: Betsy Anderson, FR&R Healthcare Consulting

Donna Diedrich, Aegis Therapies

2E PACE Program DevelopmentThe Program of All Inclusive Care of the Elderly has expandedslowly over the past decade and many communities havebeen entertaining the idea of initiating this successful program. Join Reed Vanderslik as he presents the journey ofPorter Hills Retirement Community toward development ofLife Circles in Muskegon. Reed will focus on the process ofdevelopment, costs, and outcomes.Speaker: Reed Vanderslik, Porter Hills Retirement Community

Thursday, August 25, 2011


General Session1F New Opportunities in Aging Services

Powerful economic forces, new public policies, and ongoingtrends in service delivery are shaping the health care system inways we have never seen before. Health reform is bringing significant changes, new opportunities and also risks for thosewho provide long term and health care services and supportsfor the aging. Michigan is among a group of states seeking tobe a leader in care and access for persons enrolled in bothMedicaid and Medicare. However, both federal and state governments face increasingly difficult fiscal constraints, and thepolitical environment has created great uncertainty about thefuture. This session will describe the trends, issues, and policydirections and how these forces create opportunities for the future to improve health and long term services and supports.Speaker: Dr. Vernon Smith, Health Management Associates

Leadership/Finance Track1G Fund Development: Helping to Secure Your Organization’s FutureThis session will explore the key issues faced by continuingcare retirement communities to move toward a sustainabledevelop program. Richner and Richner will share their experiences with Michigan clients to demonstrate what canbe achieved with appropriate focus and sustained effort.Topics will include effecting a cultural change, impedimentsorganizations are like to face in development programs, theethics in a CCRC setting, and the Board Staff, and residentroles in launching and maintaining such a program.Speaker: Cedric Richner III, Richner and Richner LLC

Program Strategies/Billing2G Understanding Medicare Benefit Periods and MedicareMyths DebunkedUnderstanding the SNF benefit period (spell of illness) is vitalto determining benefits available to the beneficiary in nursing home settings. Accurately determining the numberof Medicare days currently available for a resident can prevent unpleasant collection issues down the road. Thissession will clearly explain how the benefit period is determined and what events and care can break a spell of illness. This presentation will review a number of case studies to help bring relevance to the topic as well as timefor individual questions and answers. Bring your sticky benefit period situations for discussion.

There are many myths circulating about Medicare coverageand reimbursement in skilled nursing facilities. This sessionis designed to debunk some of the most common myths. Aclose look at the most common Medicare misconceptionsand actual Medicare regulations and requirements will bediscussed. Come to this session to determine if you havebeen taken in by a Medicare myth.Speaker: Janet Potter, FR&R Healthcare Consulting

Anna Hintz, FR&R Healthcare Consulting

2H Auditing Medicare Processes in Your Business OfficeEvery consultant recommends periodic annual audits in the


business office, but many are uncomfortable with what isneeded to do these. In this session, Janet Potter from FR&Rwill discuss the overall process and provide you with tools foryour own self audit. Information on reviewing accounts receivable, ensuring necessary documentation, confirmingcertifications are in place, and a review of Part A and Part Bclaims will be included. The audit goal of finding weaknesses or errors in your system before external auditorsfind them can save a facility thousands of dollars.Speaker: Janet Potter, FR&R Healthcare Consulting


2I Understanding Beneficiary Notices Is your facility correctly giving beneficiary notices to each resident? This session will review the Advance BeneficiaryNotice, SNF Advance Beneficiary Notice, NONMC, genericand detailed notices, as well as denial letters. A discussion ofhow each is to be used, time frames, proper notificationmethods, potential provider liability and consequences of failureto issue notices on time. The role of the interdisciplinaryteam in the beneficiary notice process will be included, alongwith methods and tools for improving facility communication.Speaker: Janet Potter, FR&R Healthcare Consulting


2J Audits and DenialsUnderstanding the audit and oversight process in long termcare is critical to financial and clinical success. A shortoverview of the various audit contractors will be provided,along with considerations for technical and clinical denialswith suggestions and recommendations for process improvement. Case reviews will be used to support thelearning objectives.Speaker: Donna Diedrich, Aegis Therapies

Betsy Anderson, FR&R ConsultingAnna Hintz, FR&R Healthcare Consulting

Friday, August 26, 2011

General Session1K ACO Readiness Panel

Join our health care reform expert, Dr. Kathleen Griffin, as sheprovides a brief update to the current Accountable Care Organization proposed rules and moderates a discussionamong Aging Services of Michigan members who are movingtoward ACO Readiness. Discussion will include initiatives andplanning from the 2010-2011 Executive Leadership Series focusing on organizational readiness for health care reform.Speaker: Dr. Kathleen Griffin, Health Dimensions Group

Chris Chesny, MidMichigan Health, InvitedRay Rabidoux, Glacier Hills Senior Living Community Rob Stevens, Genesys Health SystemLarry Yachcik, Porter Hills Retirement Communities/ServicesMark Stutrud, Lutheran Social Services of Michigan, Invited

1L Michigan Managed Care Update:This session will provide an overview of Michigan Medicaid

SES S ION DESCR I P T IONS


SES S ION DESCR I P T IONS

planning for dual eligibles with a focus on specific planningunder the CMS Integrated Care Planning Grant, and otherMichigan state initiatives. An overview of managed caremodels in other states will also be provided.Speaker: Chris Priest, Michigan Department of Community

Health, InvitedKathleen Gifford, Health Management Associates

Friday, August 26, 2011

1M The Oregon ExperiencePlease join Dennis Russell MHS Alliance Consulting Associateand CEO of Friendsview Retirement Community in Oregon ashe discusses the evolution of aging services in that state andits impact on providers. Fifteen years ago, Oregon was thefirst state awarded Medicaid waivers to provide greater accessto home and community based options with a goal of reducing nursing home utilization by 50%. Dennis will share insights and lessons learned from this experience that included significant movement from nursing homes into homeand community based settings. He will include the impact on reimbursement, acuity and strategies for “right sizing” clinical capacity.Speaker: Dennis Russell, Mennonite Health Services Alliance

1N Creating Your Roadmap for the FutureThe Senior Care and Living Industry is continuing to evolve

in anticipation of serving Boomers and in response to consumer, regulatory, and economic pressures includinghealthcare reform, the expansion of home and communitybased services, and the development of integrated modelsof care. In this session, we will discuss how to create a roadmap for success through the use of strategic planning, market studies, and financial analysis. Tools for analyzingmarket share and census building strategies across the continuum will be discussed.Speaker: Kerrie Denman, Plante&Moran

Program Strategies Track2K/L/M/N/O Compliance and the MDS 3.0: Operational and Financial Update Workshop

This fast moving workshop will explore the key componentsof corporate and regulatory compliance. Payment programsare focused on compliance with the structure of facilityprocesses dealing with admissions documentation, utilizationreview documentation as well as proper coordination of databetween the MDS and billing data base. Discussion on integrated data and RUG distribution will include specific examples of audit results and current claims denial activity.A must do session for senior operational, fiscal and clinicalmanagers with suggestions for policies, data review and reporting formats to evaluate processes and outcomes.

Speaker: Leah Klusch, Alliance Training Center

Registration InformationMake your hotel reservation online by visitinghttp://www.grandtraverseresort.com/promocode/index.cfm?promoCode=MAHSA11. Enter your planned check-in date andclick on ‘Get Rates.’ The reservation cut-off date is July 25,2011. After that date, room rates and availability cannot beguaranteed.

Full Conference RegistrationIncludes admission to all conference events, including workshops, general sessions, all continental breakfasts and refreshment breaks, networking lunch each day and eveningevents on Wednesday and Thursday.

Conference Registration DeadlineRegister on line by August 17. All non-members must pay in advance or on-site. We do provide discounts for multiple participants from a single facility, but please note that the discountincludes only persons from one facility by geographic location.

Cancellation and Refund PolicyPersons who have registered and submit a cancellation request viaemail by Friday August 12 will receive a full refund. Cancellationsmust be submitted by email and will be acknowledged by returnemail. If you do not receive an acknowledgement after one weekfollowing submission of your cancellation, please contact us. Wecannot accept cancellations by phone.

Cancellations submitted less than 10 calendar days prior to theconference date and those registered but who did not attend will be required to pay a processing fee equal to 50% of the registration fee.

Registrants who find they are unable to attend may send a substitute and should notify Aging Services of Michigan of that planin advance of the conference. Exceptions to the refund policy maybe made as deemed appropriate by Aging Services of Michiganstaff. Any requests for an exception must be made in writing.

Confirmation of RegistrationAll pre-registered attendees will receive a confirmation emailwith conference details. If you have not received a confirmationby August 19, please contact Ken Robbins at the Aging Services of Michigan office at (517) 323-3687.

Moderators NeededHelp us enhance the conference experience by moderating one ormore workshop sessions. As a moderator, you will be trained byAging Services of Michigan staff to introduce speakers, distributeand collect evaluations and validate CEU forms. Please indicateyour willingness to volunteer when you register online or by contacting Ken Robbins at [email protected].

Register online at AgingMI.org

R EG I S TRAT ION INFORMAT ION


REGISTRATION FEES

Member Non-Member

First Registrant $400 All Registrants $550

Additional Registrant $350

*Extra Tickets to the Dinner Event on Wednesday Night are

$50 for Adults and $10 for children 12 and under.

Join us for the Sixth Annual Scramble on the Greens Golf Fundraiser! This event is scheduled Thursday, August 25, with a 1:30 p.m. shotgun start. Grand Traverse Resort and Spa's newest course and

Gary Player's signature course in Michigan was designed to be flexible and playable with four sets of tees to accommodate golfers of all abilities. The course is enjoyable for high-handicappers yet can

be set up to be a true test for professional tournaments. The Wolverine has distinctive nines. The front nine is woven through water and wetlands. The back nine is constructed on rolling

highland terrain with hardwoods and views of East Grand Traverse Bay.

$150 PER GOLFER/ $575 PER FOURSOME

SPONSORSHIP OPPORTUNITIESGolfer's Gift $250 (4 available)

Beverage Cart $1,000Golfer's Reception $2,500

Register online at AgingMI.org

SCRAMBLE ON THE GREENS2 0 1 1

THE WOLVERINE

2011 Leadership Institute Registration Booklet

Documents

michigan innovations

providersin michigan

health care system

grand traverse resort

yearround resort

annual leadership event

kathleen griffin moderat

u r i n gdr