The Twelfth Annual Northeast Home Health Leadership Summit. Resilient Leadership. January 21 23, 2014 The Colonnade Hotel Boston, MA

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1 The Twelfth Annual Northeast Home Health Leadership Summit Resilient Leadership January 21 23, 2014 The Colonnade Hotel Boston, MA

2 Resilient Leadership Thanks to our Lead Summit Sponsor

3 Northeast Home Health Leadership Summit Resilient Leadership January 21 23, 2014 The Colonnade Hotel Boston, Massachusetts In the face of enormous challenges, home health leaders have proven time and again that they can adapt, innovate and, ultimately, succeed. But this resiliency doesn t occur simply by accident. It requires strong leaders who are able to seize new opportunities even as systems and conditions change. The 2014 Northeast Home Health Leadership Summit on January 21 to 23 in Boston is pleased to present a dynamic lineup of expert analysts, consultants and providers from the field who will share knowledge and strategies to help you and other home health leaders find new ways of becoming resilient in order to sustain your business operations and continue to provide excellent care for the patients you serve. Resilience is the ability of people, communities and systems to maintain their core purpose and integrity amid oftentimes dramatic or unforeseen change. With this year sconferencetheme, ResilientLeadership, you will learn about ways to become resilient by integrating new business lines and health models and developing effective partnerships in ways that respond to program and policy incentives. You will also hear from inspiring speakers like the legendary singer songwriter Judy Collins and author Andrew Zolli. The Northeast Home Health Leadership Summit is sponsored by the Northeast Home Health Leadership Collaborative, a consortium of state home care trade associations representing provider and associate members in the northeast. HCA Education and Research, the education arm of the Home Care Association of New York State, is once again the coordinator of this event. Members of the collaborative work closely together to bring you this insightful program. They include: Connecticut Association for Healthcare at Home Home Care & Hospice Alliance of Maine Home Care Alliance of Massachusetts Home Care Association of New Hampshire Home Care Association of New York State New York State Association of Health Care Providers Rhode Island Partnership for Home Care Vermont Assembly of Home Health Agencies DIRECTORY Pre Conference Session Northeast Home Health Leadership Program Summit Logistics About our Presenters Registration Form Summit Website Online Registration Page 3 Page 4 6 Page 7 Page 8 9 Page

4 Pre Conference Session Tuesday, January 21 Conference Registration Conference registration opens at 11:00am where you can receive your conference program and welcome bag. 1:00pm 5:00pm PRE CONFERENCE SESSION Health care is changing rapidly. And with these changes come opportunities for home care, especially for those agencies that are able to get ahead of the reform curve. Come join an inspiring trio of home health leaders who will explore program models that place home care at the center of a redefined health care system in ways that showcase some of home care s core strengths, such as meeting the cost and clinical outcome demands of referral partners. (There is an additional fee to attend this program, as noted on the registration form.) 1:00pm The Reinvention of Community Based Care: A 21st Century Imperative Health care reform initiatives to date have focused on the development and adoption of new care delivery and payment models in primary and acute care settings. Policymakers are now beginning to focus on post acute reforms as well. Community based organizations, including home health and hospice, must understand the implications of these reforms as well as the significant opportunities for new partnerships and business models. This presentation will outline existing pilot and demonstration programs, highlight quality improvement goals in new care models, and describe opportunities to influence future policymaking on post acute care models. Tracey Moorhead, President and CEO, Visiting Nurse Associations of America 2:15pm The Evidence is In: Advance Illness Management at Sutter Care At Home In this segment, learn how Sutter Care at Home an affiliate of Sutter Health, one of the nation s largest not forprofit community based health care networks implemented a care management model that employs evidencebasedprinciples of care coordination and transitions, palliative care and self management to patients with advanced illness. Learn how their innovative and successful Advanced Illness Management (AIM) program came to fruition and the steps that Sutter Care at Home took for piloting and implementing the program across the Sutter system. Learn, too, about the program s successes and challenges and the opportunities that Sutter envisions on the path forward. Marcia Reissig, RN, MS Chief Executive Officer, Sutter Care At Home 3:45pm Palliative Care: Leading the Way in Your Agency and Community Some of the most successful providers are those that have found ways of transitioning from traditional home care services to an integrated social, medical and business model for advanced illness management. This pre conference session will help you map out the course and assess your readiness to provide palliative care services at your home care agency based on the experiences of a seasoned provider. Learn about today s palliative care landscape and explore the various models of care and understand what partners are looking for when it comes to filling their gaps in care. Jeanne Ryan, MA, OTR, CHCE, COS C Executive Director, VNA & Hospice of Cooley Dickinson/Cross Continuum Services 5:00pm Wine and Cheese Reception 3

5 SUMMIT AGENDA Wednesday, January 22 Lead Summit Sponsor: 8:00am Registration Opens Receive your conference program and welcome bag! 9:30am Welcome to the 12 th annual Northeast Home Health Leadership Summit 10:00am Resilience Resilience is the ability of people, communities and systems to maintain their core purpose and integrity amid unforeseen shocks and surprises. In this provocative opening keynote, understand why people, communities and systems often fall apart in the face of disruption, and what differentiates those who have the ability to bounce back. Learn what scientific discoveries, innovations and approaches have been uncovered to make the world more resilient and gain a new sense of how we can bolster our own psychological resilience, foster greater stability, and establish leadership imperatives for more resilient organizations in this era of accelerated change. Andrew Zolli, Author 11:30am EnhancingYour Business Model Select one of three workshops to help you gain knowledge and strategies that will help you sustain your business. Breakout Sponsor: Launching a Successful Behavioral Health Program: Can a clinically effective, operationally feasible and financially sustainable psychiatric program be developed, implemented and evaluated in a certified home health agency? The answer is yes. In this presentation, Rose Madden Baer, Vice President of Clinical Operations Strategy and Development for Visiting Nurse Service of New York (VNSNY), will discuss the prevalence of psychiatric symptoms in the homebound elderly and identify opportunities for home health agencies to respond to these vulnerable populations. Positioning for Managed Long Term Care: As patients transition into Medicaid Managed Long Term Care (MLTC), home care programs and plans must prepare for and adapt to this new environment by gaining a full understanding of each other s needs, wants and goals. In this session, Margaret Wallingford of Wallingford & Associates will engage home care agency leaders in better understanding how to develop successful MLTC partnerships. Results of the 2013 State of the Home Care Industry Study: The 2013 National State of the Home Care Industry Study is the largest study in the history of home health and hospice. It is designed to provide agency leaders with insights on industry best practices in three key areas: IT/EHR, telehealth and organizational practices. The Summit has invited Dr. Robert Fazzi, Founder & Managing Partner of Fazzi Associates, to review the results of this study and use these results to help you map out the best strategies for your agency in the coming year. 12:30pm Lunch Lunch Sponsored by: Agenda continues on next page 5 4

6 SUMMIT AGENDA Wednesday, January 22 continued Lead Summit Sponsor: 1:30pm EnhancingYour Business Model Select one of three workshops to help you gain knowledge and strategies that will help you sustain your business. Launching a Successful Behavioral Health Program: Can a clinically effective, operationally feasible and financially sustainable psychiatric program be developed, implemented and evaluated in a certified home health agency? The answer is yes. In this presentation, Rose Madden Baer, Vice President of Clinical Operations Strategy and Development for Visiting Nurse Service of New York (VNSNY), will discuss the prevalence of psychiatric symptoms in the homebound elderly and identify opportunities for home health agencies to respond to these vulnerable populations. Positioning for Managed Long Term Care: As patients transition into Medicaid Managed Long Term Care (MLTC), home care programs and plans must prepare for and adapt to this new environment by gaining a full understanding of each other s needs, wants and goals. In this session, Margaret Wallingford of Wallingford & Associates will engagehome care agency leaders in better understanding how to develop successful MLTC partnerships. Results of the 2013 State of the Home Care Industry Study: The 2013 National State of the Home Care Industry Study is the largest study in the history of home health and hospice. It is designed to provide agency leaders with insights on industry best practices in three key areas: IT/EHR, telehealth and organizational practices. The Summit has invited Dr. Robert Fazzi, Founder & Managing Partner of Fazzi Associates, to review the results of this study and use these results to help you map out the best strategiesforyouragencyinthecomingyear. 2:45pm Times of Our Lives: Legendary Singer Songwriter Judy Collins Shares her Stories Legendary singer and songwriter Judy Collins will share experiences that have tested her resilience as a performer and as a mother. Ms. Collins has thrilled audiences worldwide with her unique blend of interpretative folksongs and contemporary themes. 4:00pm Reception The Colonnade A time to network with new friends and old. 6:30pm Group Dinner Join your peers at the Red Lantern, a sophisticated restaurant offering Asian cuisine, for an exclusive dinner for Summit attendees. The cost is $85 per person. Pre registration is required and seating is limited. The restaurant is within walking distance of The Colonnade or a short taxi ride. Agenda continues on next page 5

7 SUMMIT AGENDA continued Thursday, January 23 7:00am Breakfast Buffet Breakfast Sponsored by: 8:30am Staying Current The Future of Health Care Policy To help you strategize and plan for the future, listen as an authority on health care policy cuts through the rhetoric and examines the latest policy changes in ways that explain exactly what they mean for the future of health care. This session will provide you with a complete picture of the potential economic and policy implications of proposals that could affect your operation. Susan Dentzer, Senior Policy Advisor at the Robert Wood Johnson Foundation 10:00am Hanging Tough Gaining a Seat at the Health Care Table Gain a better understanding of home care s place within a changing health care environment. In this session, you ll discover opportunities that ensure home care s seat at the table as a vital player. Barbara McCann, Chief Industry Officer, Interim Healthcare 11:15am Bouncing Back a Personal Story with a Universal Message "A stroke (literally) of luck helped Julia define the essence of her life. Her inspirational story can help us find ours." She was a corporate executive and a young mother when she suffered a massive stroke. Don t miss her inspiring and irreverent reflections on health care and personal triumph. Ms. Garrison will sign copies of her book, Don t Leave Me This Way, following the presentation. Julia Fox Garrison, Author 12:30pm Closing Lunch Lunch Sponsored by: Additional Summit Sponsors include: 6

8 Northeast Home Health Leadership Summit Resilient Leadership Here s some helpful information! Summit Website Check out the Summit website at for updated conference information, speaker handout materials, driving directions, speaker profiles, sponsor information, as well as links to online registration, information on visiting Boston, and upcoming education programs offered by the Collaborative associations. Discount for Early Registrants Register for the Summit by December 20 and save! Your registration fee includes access to expert speakers, group meal events and more. Register for the Summit simply and securely using your credit card online at You can also fax or mail in the registration form accompanying this brochure. Be sure to indicate if you wish to participate in the pre conference session and/or the group dinner for which there are additional fees. Registration fees may not be shared. Walk in registrations will not be accommodated. Special fees apply to vendors who are not sponsors. The Colonnade Hotel This year the Summit will take place at The Colonnade Hotel, 120 Huntington Avenue, Boston, MA Room rates at The Colonnade are $169 per room, per night. The deadline for this special rate is January 2, or until rooms in our block are sold out. Call and ask for Group Code NEH21A to receive this discounted rate. For more information on the hotel, visit What to Wear Business casual is suggested for all events. A jacket or sweater is recommended during the education sessions, as temperature comfort levels vary. Weather In the event of inclement weather on January 21 or 22, it is our intent to hold the program as planned. However, if a state of emergency travel advisory is issued, we suggest you view the Summit website at or call HCA at (518) for a recording for further details. The cancellation policy as outlined on the registration form will prevail. Handout Materials In an effort to be green, all handout materials, in cases where they are provided by speakers, will be available for downloading prior to the conference at Print only the handouts you need or download them to your electronic device in advance of the conference. Handouts will be available online after January 10. Questions? Contact the Home Care Association of New York State, the Summit coordinator at (518) or info@hcanys.org. Parking Limited parking is available at The Colonnade at the current rate of $42 per overnight. Additional parking is available at the Prudential Tower, across from the hotel. Sponsorship of the Summit Sponsorship is open to anyone who supports home care, including suppliers of home care products and services. Sponsors are featured on the Summit website, in the conference program and in the Sponsor directory provided to each attendee. Be recognized as a supporter of home health and become a Sponsor today! Visit to see who has sponsored already and to view the 2014 Sponsorship brochure outlining all the opportunities available. Please contact Ms. Billi Hoen at (518) for further information. 7

9 About Our Presenters Tracey Moorhead is President and Chief Executive Officer of the Visiting Nurse Associations of America (VNAA). In this role, she spearheads VNAA s strategic vision and growth in collaboration with the VNAA Board of Directors. She effectively directs quality improvement programs, policy formulation and strategic advocacy activities and represents the non profit home health, hospice and health promotion community before the media, allied organizations and constituents, and federal policymakers. She previously served as President and CEO of the Care Continuum Alliance, an industry organization advancing population health management interventions through health and wellness promotion, disease management and care coordination. Her prior roles also include Executive Director of the Alliance to Improve Medicare (AIM), a bipartisan coalition advocating comprehensive Medicare improvements through the Medicare Modernization Act of 2003, and Vice President, Government Relations for the Healthcare Leadership Council (HLC). Marcia P. Reissig has been the Chief Executive Executive Officer of Sutter Care at Home Sutter Health s home health affiliate since Ms. and Reissig is responsible for the development administration of the system s $200 million home care program, which includes home health, hospice, home infusion pharmacy, home medical equipment and respiratory therapy, Lifeline, private services, and flu and wellness services. She has more than 30 years of management and clinical experience, holding chief executive positions at Partners Health Care in Boston and other large integrated health care systems in New York prior to joining Sutter Health. She served six years on the National Association for Home Care & Hospice (NAHC) Board of Directors. She earned her Bachelor of Science degree in Nursing and a Master of Science degree in Community Health from the University of Rochester. Jeanne M. Ryan, MA, OTR, CHCE, COS C is the Executive Director of the VNA & Hospice/Cross Continuum Services of Cooley Dickinson. She is a member of the Board of Directors of the Home Care Alliance of Massachusetts and has been published in many home care journals, including Home Healthcare Nurse, The Remington Report and Caring Magazine on such topics as: Teamwork Keeps the Pressure off: The Role of Rehabilitation in Pressure Ulcer Prevention ; The Rehabilitation Professional as Agency Administrator and Executive; and Strength in Numbers: A Community based Falls Prevention Program. She is pursuing her M.B.A. with an emphasis on entrepreneurial thinking and innovative processes. Author Andrew Zolli directs the global innovation network PopTech and has served as a fellow of the National Geographic Society. His work and ideas have appeared in a wide array of media outlets including PBS, The New York Times, National Public Radio, Fast Company and many others. His presentation is based on his bestselling book Resilience. Rose Madden Baer is Vice President of Clinical Operations Strategy and Development for Visiting Nurse Service of New York (VNSNY). Ms. Madden Baer has practiced as both a nurse and nursing leader in a variety of home health and community based settings for more than 30 years. She is board certified as a public health/community health clinical specialist, received her Doctorate of Nursing Practice and holds certifications as a Professional in Healthcare Quality, Home care and Hospice Executive, certified OASIS specialist and Population Health Care Coordinator through a postgraduate program at Duke University. Rose s responsibilities include creation of clinical operations improvement strategies and development of new evidence based programs. Ms. Margaret Meg A. Wallingford is an accomplished healthcare executive with extensive experience and proven success developed during a thirty year career with New England s most successful health service organizations (Tufts Health Plans, Blue Cross and Blue Shield of Massachusetts, Caritas Christi Health System, Capital District Physicians Health Plan).Meg was a founding member of Senior Whole Health (SWH) LLC. a multi state innovative health care plan for "dual eligibles which led the way as an affordable health solution and model for the Affordable Care Act. In 2006, Ms. Wallingford started SWH New York State enterprise and served as its Executive Director & President for the past 8 years. Ms. Wallingford has recently formed a consulting practice specializing in managed care plan development located in Albany, New York and services clients in several states. 8

10 About Our Presenters Dr. Robert Fazzi is Founder and Managing Partner of Fazzi Associates, one of the oldest, largest and most respected organizations of its kind dedicated to home and hospice. Its core services include outsource coding, consulting, benchmarking, training and national research projects. Mr. Fazzi has been involved with the home care field for over thirty years. He has acted as Director and Co Director on major national studies with partners such as 3M Corporation, Philips, the National Association for Home Care and Hospice, Blackberry, Briggs Corporation and Delta Health Technologies. He has served on numerous national committees and was named as the first Chairperson of the National Association for Home Care and Hospice s National Research Academy. Mr. Fazzi is the author of numerous articles and books on home care and hospice related issues and is the author of Management Plus, a supervisory management book published by McGraw Hill and named as a main selection by Fortune Magazine s Book of the Month Club. Singer and songwriter Judy Collins has led an impressive musical career with an extensive catalog from every decade beginning in the 1960s to the present. Judy Collins is still writing, performing, and nurturing fresh talent. She plays 80 to 100 dates a year around the country. A relentlessly creative spirit, Ms. Collins is a modern day Renaissance woman who is also an accomplished painter, filmmaker, record label leader, musical mentor, and an in demand keynote speaker for mental health and suicide prevention. She continues to create music of hope and healing that lights up the world and speaks to the heart. Barbara McCann is the Chief Industry Officer at Interim Healthcare, the nation s largest home care and hospice franchisor with over 300 offices in 44 states. In this role, she acts as the company s liaison and industry representative to Congress, CMS, MedPAC, the National Quality Forum, and the Patient Centered Primary Care Collaboration. In addition, she directs the national care transition programs partnering with hospitals, physicians and payors to reduce avoidable readmissions and effectively transition chronically ill patients and their families to home self management and safety. Ms. McCann has received many industry awards for her work and has presented worldwide on health care quality and accountability. She holds a Masters in social work from the University of New Mexico. Julia Fox Garrison, Author of the book Don t Leave Me This Way, shares her personal memoir of her struggle as a stroke victim and the importance of provider/patient relationships and dealing with the medical and insurance communities. A graduate of Champlain College in Burlington, VT, she began her career in the computer industry. Having a knack for problem solving, she rose through the ranks and became a first level manager for software support when she suffered a massive stroke ending her career in the corporate world. Susan Dentzer is one of the nation s most respected health policy thought leaders and journalists. As a Senior Policy Advisor at the Robert Wood Johnson Foundation, the nation s largest health and health care philanthropic organization, she works closely with foundation leaders to carry out a mission of improving the health and health care of all Americans. Ms. Dentzer is also a health analyst on the PBS NewsHour. 9

11 Northeast Home Health Leadership Summit Resilient Leadership January 21-23, 2014 The Colonnade Hotel - Boston, Massachusetts Registration Form Name Title Agency Address City State Zip Phone Fax Please indicate your state association membership affiliation: I am not a member of any Association Connecticut Association for Healthcare at Home Home Care & Hospice Alliance of Maine Home Care Alliance of Massachusetts Home Care Association of New Hampshire Home Care Association of New York State* New York State Association of Health Care Providers* Rhode Island Partnership for Home Care Vermont Assembly of Home Health Agencies Member of both HCA and HCP-NY* Registration Deadline and Cancellation Policy Cancellations up to January 3 will receive a full refund less 25% administrative fee by ing info@hcanys.org. No refunds will be given after January 3. Changes or substitutes within the same agency are acceptable by notifying HCA Education and Research by January 10 th. Questions? Contact HCA at (518) or info@hcanys.org. In accordance with the American with Disabilities Act or special meal needs, please let us know how we can accommodate you: Three Ways to Register Online: By Fax: By mail: Fax your registration form with credit card payment to (518) Send your payment and registration form to HCA Education and Research 388 Broadway, 4 th Floor Albany, NY Two-Day Registration Fee Includes: Education programs, handouts and food and beverage events where noted. The Pre-Conference session on January 21st is additional. Members Please Note: Members of the same agency may not share the two day registration fee. Each individual must be pre-registered to attend. Non Members Provider Member of a Sponsoring State Association Early Bird Two-Day Fee (until 12/20/13) $499 Two-Day Fee (after 12/20/13) $549 Vendor Member of a Sponsoring State Association Non-Member Providers Early Bird Two-Day Fee (until 12/20/13) Two-Day Fee (after 12/20/13) Non-Member Vendors Pre-Conference Session Pre-Conference Session (In addition to above Registration) Pre-Conference Session ONLY Pre-Conference Session ONLY Networking Dinner Yes, I will attend dinner on January 22 Total Registration Fee Method of Payment $569 $699 $749 $769 $129 Member: $239 Non-Member: $339 $ 85 $ American Express MasterCard VISA (3 digit security code) Exp. Date / / Card Number Cardholder s Name Billing Address City State Zip Signature Check (must be received by Jan 13) made payable to: HCA Education and Research 388 Broadway, 4 th Floor Albany, NY 12207

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