April 28 29, 2014 Hilton Lake Buena Vista at Disney Orlando, FL

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1 April 28 29, 2014 Orlando, FL Implementing and Managing a Program that Enhances Care and Controls Costs for the Dual Eligibles Population Forum on Strategies to Achieve Savings, Manage Long-Term Care, Implement Viable Integration Strategies, and More! The premier conference for Health Plans, Specialty Groups and States to successfully develop and manage a Dual Eligible Plan! KEY CONGRESS TAKEAWAYS Preparing Your Health Plan to Serve the Dually Eligible Implementing a Fully Integrated Program for Dual Eligibles: Inside and Outside of Demonstration Long-Term Care Strategies for Dual Eligibles Effectively Achieving Savings through a Fully Integrated Dual Eligibles Program Perspectives on Building an Infrastructure for Integration of Coordinated Care and Financial Alignment for Dual Eligibles Managing Long-Term Care Costs and Coordination for Dual Eligibles through Community-Based Settings Developing the Right Operational Infrastructure for a Fully Integrated Dual Eligible Program Examining Compliance and Regulatory Challenges with Dual Integration Enhancing Quality and Cost Performance in Care of Dual Eligibles with Chronic/Complex Medical Conditions Care Collaboration Strategies to Improve Care of Dual Eligibles without Sacrificing Benefits, Access, or Quality Strategies for Engagement, Education and Enrollment for Dual Eligibles Examining the Dual Eligible Program and How to Incorporate Patient Centered Medical Home Model within this Population Developing an Infrastructure of Outcomes and Performance Measures to Improve Quality and Accountability for Dual Eligibles Care Strategies to Integrate Behavioral and Physical Healthcare for Duals with Chronic Physical Conditions MAIN CONFERENCE WORKSHOP SESSION Developing Effective Nursing Home Networks for Managed Care Plans to Manage Cost and Quality of Care for Dual Eligibles - HEALTH DIMENSIONS GROUP FEATURED CONGRESS SPEAKERS Richard Burke President, Senior Care Services & Government Programs FALLON COMMUNITY HEALTH PLAN Deborah Rathermel Section Chief, Integrated Data & Analytics WISCONSIN OF HEALTH SERVICES James Howatt, MD, MBA Staff Vice President, Care State Sponsored Business WELLPOINT ANTHEM Thomas Lutzow, PhD, MBA President & CEO INDEPENDENT CARE (ICARE) HEALTH PLAN Lois Simon President COMMONWEALTH CARE ALLIANCE Thomas MacLean, PhD Vice President, Healthcare BLUE CROSS BLUE SHIELD OF NEW MEXICO Lamerial Daniels, RN, MHA Director, Healthcare Services MOLINA HEALTHCARE Ann Ricks, RN, MSN Bureau Director, Long-Term Care MISSISSIPPI DIVISION OF MEDICAID Richard Bernstein, MD, FACP Chief Medical Officer VNSNY CHOICE HEALTH PLANS Associate Professor, Geriatrics & Palliative Medicine ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI Brian Ellsworth, MA Director, Payment Transformation HEALTH DIMENSIONS GROUP Media Partner: Elizabeth Wood, MPAP Director, Dual Integration Office of Managed Healthcare NEW JERSEY OF HUMAN SERVICES Austin Ifedirah, MBA, DDS Vice President, Medicare & Strategic Planning GATEWAY HEALTH PLAN Arta Bakshandeh, DO, MA Medical Director, Dual Programs CAREMORE HEALTH PLAN David Brody, MD Medical Director DENVER HEALTH MEDICAL PLAN Karen Nichols, MD Chief Medical Officer, VIP Plans AMERIHEALTH CARITAS Elizabeth Cahn Goodman, JD, MSW Vice President, Public Policy WELLCARE HEALTH PLANS Sue Kvendru Coordinator, Senior Managed Care Programs MINNESOTA OF HUMAN SERVICES Jade Gong, MBA, RN Senior Vice President, Strategic Initiatives HEALTH DIMENSIONS GROUP Kwame Foucher, MD, MBA Senior Medical Director, Illinois CIGNA-HEALTHSPRING Mike Reichardt Director, Government Program HEALTH CARE SERVICE CORPORATION Operator of Blue Cross and Blue Shield Health Plans Organized by: HOW TO REGISTER: Phone: Fax: Online:

2 How to Register Pho WHO SHOULD ATTEND Dual Eligibles represent the most vulnerable, complex and expensive patients in the healthcare system they cost roughly $300 billion annually. Moreover, care is often poorly coordinated between Medicare and Medicaid. The Affordable Care Act has also created new opportunities to develop a higher standard of care as well as lower the cost of care for the Dual Eligibles population. Health plans have been viewing these government-subsidized markets as very attractive new business opportunities and are gearing up to serve the market via acquisitions and alliances. As these new programs evolve, service providers and the government must rethink how services are delivered, coordinated and administered. They also must ensure that adequate performance measurement standards are in place, and that all participants involved are incentivized. Be better prepared to respond by leading your team to an effective program approach! This conference will provide attendees with a forum to examine effective implementation strategies, and best servicing this relatively expensive market segment with specialized needs. The 2014 Dual Eligibles Congress will identify key elements of a fully integrated program for dual eligibles it will examine the core capabilities of successful integrated plan operations, to include Medicare and Medicaid program integration with a focus on overall quality and cost management capabilities. You will walk away with an understanding of current trends and practices, and innovative strategies to prepare yourself for the challenges facing 2014 and beyond. Register today to reserve your seat at the conference and take advantage of early bird discounts. Call or register online at We look forward to seeing you in Orlando! Sincerely, GMD Dual Eligibles Team From Health Plans & Managed Care Organizations: Chief Executive Officers, Chief Operating Officers, Chief Financial Officers, Chief Medical Officers, Chief Strategy Officers, and Chief Information Officers Also, Presidents, Vice Presidents, Directors and Managers of: Medicaid Community Health Medicare Advantage Medicare CHIP Compliance Long-Term Care Government/State- Senior Products Sponsored Programs Behavioral Health Special Needs Plans Sales and Marketing Clinical Affairs Network Development Finance Operations From State & Government Agencies: Directors and Managers of: State Medicaid Policy Analysis Managed Care Compliance Health Services/ Quality Assurance Healthcare Programs Quality Improvement Human/Social Services Healthcare Financing Medical Assistance Strategic Planning This Program is Also Relevant to: Chief Executive Officers, Presidents, Vice Presidents, Directors and Managers from organizations providing the following programs/services: Purchasing Pools Care Technology Radiology Third Party Recoveries Pharmacy Benefit Administrators Risk Adjustment Behavioral Health Health Solutions Care for the Elderly Non-Emergency Medical Transportation Reinsurance Services Business Development Healthcare Administrative Business Process Organizations Revenue Enhancement Services Healthcare/ Medicaid Consulting

3 DAY ONE MONDAY, APRIL 28, :15 Conference Registration & Morning Breakfast 8:00 Chairperson s Opening Remarks 8:15 Enhancing Quality and Cost Performance in Care of Dual Eligibles with Chronic/Complex Medical Conditions This session will examine how to better manage dual eligibles that present chronic/complex medical conditions. There will be a special focus on quality and cost of care. Thomas MacLean, PhD Vice President, Healthcare BLUE CROSS BLUE SHIELD OF NEW MEXICO 9:00 A State's Use of Medicare Data to Fill in the Gaps for Medicaid Population to Enhance Care and Costs for Dual Eligibles As a demonstration grant planning state, Wisconsin receives and integrates the Medicare A, B & D data with its Medicaid data sets to fill in the picture of the healthcare experience and cost of its dually eligible population. While Wisconsin has chosen to not proceed with implementing a financial alignment demonstration, it is continuing to work with the Medicare Medicaid Coordination Office and to receive the Medicare data for its dual eligibles. During this presentation, the presenter will share some of the analysis they are pursuing using this integrated data set to identify and strategize improvements to the care and coordination. Deborah Rathermel Section Chief, Integrated Data & Analytics WISCONSIN OF HEALTH SERVICES 9:45 Networking Break & Refreshments 10:15 Establishing a Viable Network of Community-Based Partners for Dual Eligibles This session will examine how to effectively establish a network of community-based partners for dual eligibles. Special focus will be on Health Care Service Corporation s health plan efforts within Illinois and New Mexico. Mike Reichardt Director, Government Program HEALTH CARE SERVICE CORPORATION Operater of Blue Cross and Blue Shield Health Plans 11:00 Stakeholder Engagement within Dual Eligibles: How and Why This session will focus on programs involving the community resources and insuring that the Duals population is directed and engaged with community partners. The presenter will address the clinical aspect of stakeholder engagement and explore various programs and strategies to successfully achieve this. Lamerial Daniels, RN, MHA Director, Healthcare Services MOLINA HEALTHCARE 11:45 Examining Medical Homes for SNP Members with Multiple Chronic Conditions This presentation will detail and define the medical home, and focus on variations and levels of complexity. The session will also explore the impact on patients and the expectations as it pertains to providers. Attendees will learn about reimbursement models and participation in interdisciplinary care teams. James Howatt, MD, MBA Staff Vice President, Care State Sponsored Business WELLPOINT ANTHEM 12:30 Luncheon for Speakers & Delegates 1:30 Improving Dual Eligibles Integration through a CMS Demonstration Minnesota recently signed a Memorandum of Understanding (MOU) with CMS that charts a new demonstration path for States' ability to work with Medicare Advantage Dual Eligible Special Needs Plan (D-SNPs). The MOU is unique in that it builds off the existing SNP platform and is not a Financial Alignment Demonstration (FAD). The demonstration goals include providing joint role for the State with CMS in communication and oversight, clarifying authority to preserve and enhance integrated features and improve integrated D-SNP administrative efficiency and alignment for beneficiaries. Sue Kvendru Coordinator, Senior Managed Care Programs MINNESOTA OF HUMAN SERVICES PANEL DISCUSSION 2:15 Perspectives on Building an Infrastructure for Integration of Coordinated Care and Financial Alignment for Dual Eligibles Healthcare Reform and CMS initiatives are striving to improve and integrate coordinated care for Dual Eligibles. In addition to providing enhanced quality care, the initiatives are encompassing financial alignment and the reduction of costs in care. This panel will focus on programs and strategies to address these critical initiatives. Richard Burke President, Senior Care Services & Government Programs FALLON COMMUNITY HEALTH PLAN Austin Ifedirah, MBA, DDS Vice President, Medicare & Strategic Planning GATEWAY HEALTH PLAN Lois Simon President COMMONWEALTH CARE ALLIANCE 3:15 Networking Break & Refreshments Save an extra $100 off the registration fee if you register by March 14th! Mention Code BRC100 e: Fax: Online: w

4 3:45 Managing Long-Term Care Costs and Coordination for Dual Eligibles through Community-Based Settings Costs at the end of life can consume a major part of a duals entire cost. This phenomenon is driven largely by the "medical/curative" model which is committed to prolonging life but may ignore the patient's values and wishes. This presentation will be reviewing the critical importance of developing a palliative care component in a comprehensive care management program for duals and describing "Pall Care's" key components along with approaches to assessing its ROI. Richard Bernstein, MD, FACP Chief Medical Officer VNSNY CHOICE HEALTH PLANS Associate Professor, Geriatrics & Palliative Medicine ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI 4:30 The CareMore Health Plan Dual Eligibles Model of Care and Quality Metrics This session will examine the CareMore Model of Care for the dual eligibles along with clinical outcomes, transitions of care and utilization. Arta Bakshandeh, DO, MA Medical Director, Dual Programs CAREMORE HEALTH PLAN 5:15 End of Day One DAY TWO TUESDAY, APRIL 29, :15 Morning Breakfast 8:00 Recap of Day One 8:15 Strategies for Engagement, Education and Enrollment for Dual Eligibles This session will focus on a full range of strategies for the engagement, education and enrollment of Dual Eligibles. The presentation will address the challenges associated with "assign-in" enrollments, and various rates to include disenrollment rates; difficult to contact rates; as well as techniques for increasing contact/engagement rates. This session will also cover the sources of member dissatisfaction as well as collaborating with social services for food, clothing, shelter, other 211 services. The presenter will cover engaging members in social activities such as civic activities, parks-&-recreation activities, church activities, etc. Thomas Lutzow, PhD, MBA President & CEO INDEPENDENT CARE (ICARE) HEALTH PLAN 9:00 Strategies to Integrate Behavioral and Physical Healthcare for Duals with Chronic Physical Conditions Dr. Brody will review the prevalence of depression and other behavioral health problems in patients with chronic physical conditions, their impact on health outcomes and strategies to manage coexisting behavioral and physical health problems. He will discuss Denver Health s experience with integrating behavioral health providers into our primary care clinics and providing behavioral healthcare telephonically to primary care patients. He will also discuss patient centric strategies to engage and support patients efforts to address behavioral health problems. David Brody, MD Medical Director DENVER HEALTH MEDICAL PLAN 9:45 Networking Break & Refreshments PANEL DISCUSSION 10:15 Developing an Infrastructure of Outcomes and Performance Measures to Improve Quality and Accountability for Dual Eligibles Care This panel discussion will cover perspectives and strategies on improving the quality and accountability for Dual Eligibles care. These distinguished panelists will address developing an infrastructure of outcomes and performance measures which will include a discussion on long-term care and supporting programs. Kwame Foucher, MD, MBA Senior Medical Director, Illinois CIGNA-HEALTHSPRING Ann Ricks, RN, MSN Bureau Director, Long-Term Care MISSISSIPPI DIVISION OF MEDICAID Elizabeth Wood, MPAP Director, Dual Integration Office of Managed Healthcare NEW JERSEY OF HUMAN SERVICES 11:15 Effectively Achieving Cost Savings through a Fully- Integrated Dual Eligible Program Individuals receiving both Medicare and Medicaid benefits incur significantly more healthcare costs than other segments of the population. Financially integrated care systems, like PACE have demonstrated quality care with reduced healthcare spending. This discussion will explore how this is possible and ways to expand on the program concepts. Karen Nichols, MD Chief Medical Officer, VIP Plans AMERIHEALTH CARITAS 12:00 Long-Term Care Strategies for Dual Eligibles The individual duals alignment efforts and state initiatives outside of CMS s duals demonstration program have charted a course which seeks to fully integrate the care needs of dual eligibles by improving quality, reducing costs and enhancing members quality of life. This presentation will explore models of effective long-term care management for dual eligibles and focus on lessons learned in the duals special needs program and state-managed longterm care programs. Elizabeth Cahn Goodman, JD, MSW Vice President, Public Policy WELLCARE HEALTH PLANS 12:45 Conference Concludes ww.2014dualeligibles.com

5 MAIN CONFERENCE WORKSHOP SESSION Managed care plans for the dually eligible are challenged with developing effective nursing home networks. Our experience and emerging empirical evidence shows that intentional nursing home networks can significantly improve quality, reduce high-cost care, and improve the patient experience. The emphasis on improving quality both in terms of outcomes and experience, coupled with a need to manage costs, highlights the importance of tracking metrics to demonstrate quality and differentiate providers. Other at-risk providers and plans are rapidly embracing the concept of a preferred or narrow provider network of community-based nursing homes as a means of managing both cost and quality. In no population will this be more critical than with the dually eligible. This workshop will provide our managed care audience with the basics of how nursing homes are regulated and current best practices being applied. Speakers will then delve deeper into the characteristics of high-performing nursing homes and walk through a process to build a network of nursing home partners. Additional details, including specific selection criteria with examples of qualifications and various metrics on outcome measures, which are currently driving selection and ongoing participation in networks around the country, will be presented. Workshop participants will provide an understanding of the following: Current regulatory framework for nursing home operations and best practices (such as use of INTERACT, models for specialty programs, staffing, other) Monday, April 28, :30 p.m. 7:30 p.m. Developing Effective Nursing Home Networks for Managed Care Plans to Manage Cost and Quality of Care for Dual Eligibles Benefits and emerging evidence of successful preferred nursing home networks Steps to develop and implement a preferred network strategy for a managed care plan and metrics to monitor performance and outcomes Considerations in developing innovative, value-based purchasing strategies for nursing home care ABOUT THE WORKSHOP LEADERS: Jade Gong, MBA, RN is a Senior Vice President of Strategic Initiatives at HEALTH DIMENSIONS GROUP. She is a national expert in health care strategy, financing, and operations of integrated managed long-term care programs. She brings a unique combination of strategic insight, business acumen, and management experience to her clients and serves as a trusted advisor to senior executives in health care organizations around the country who are dedicated to implementing innovative solutions to improve the care of seniors. With almost 30 years of experience, Ms. Gong is an expert in Medicare and Medicaid payment trends, including payment opportunities under health care reform. Her practice focuses on assisting providers to develop new models of care that integrate acute and long-term care programs, including Programs of All-inclusive Care for the Elderly (PACE). Brian Ellsworth, MA is Director of Payment Transformation at HEALTH DIMENSIONS GROUP. He has more than thirty years of experience in health care financing, delivery, and policy from both payer and provider perspectives. He has worked at Optum (United Health Group) and as a policymaker in New York s Medicaid program, and his extensive provider experience includes positions at the American Hospital Association and senior leadership roles at statewide associations of home health, hospice, and long-term care providers. At HDG, Mr. Ellsworth leads efforts to develop value-based payment approaches for SNFs and home- and community-based providers, including the development of Continuing Care Networks and analysis of bundled payment opportunities. Beth Carlson is a Senior Consultant at HEALTH DIMENSIONS GROUP. She brings expertise in a wide range of delivery of homeand community-based services and residential services for seniors. She advises clients on program design, development, and execution of innovative programs for seniors, building upon each organization s strengths and innovative collaborations. Ms. Carlson has more than 30 years of senior services experience. In prior positions, she was responsible for program development, operations, and transitions, including home care services, skilled nursing facilities, and low-income housing for seniors and persons with physical mental and developmental disabilities. MEDIA PARTNER Medical News Today is the largest independent medical and health news site on the web - with over 10,000,000 monthly unique users it is ranked number one for medical news on all major search engines. Medical News Today is used by pharmaceutical, biotech and health organizations, advertising agencies, PR companies and vertical ad networks to deliver targeted disease/ condition and general health campaigns. For more information contact peter@medicalnewstoday.com or visit Sponsorship Opportunities Current sponsorship opportunities for the 2014 Dual Eligibles Congress, range from speaking to exhibiting at the event. All sponsorship opportunities are on a first come first serve basis. For information on sponsorship and exhibiting opportunities, please contact Justin Sanders at or jsanders@globalmediadynamics.com VENUE 1751 Hotel Plaza Boulevard Lake Buena Vista, FL SPECIAL RATE $149/night *Mention Priority Code 'GMD' to get the discounted rate of $149/night

6 130 W. Pleasant Avenue Suite 253 Maywood, NJ Implementing and Managing a Program that Enhances Care and Controls Costs for the Dual Eligibles Population Forum on Strategies to Achieve Savings, Manage Long-Term Care, Implement Viable Integration Strategies, and More! April 28 29, 2014 Orlando, FL GMD1414 REGISTRATION FORM MAIL Global Media Dynamics 130 W. Pleasant Avenue Suite 253 Maywood, NJ PHONE FAX ONLINE YES! Please register me for the 2014 Dual Eligibles Congress Conference Only Conference & Workshop info@globalmediadynamics.com Health Plans/Hospitals Register by March 14, 2014 Register by April 28, 2014 Conference Only $995 $1195 Conference & Workshop $1195 $1395 Vendors/Solution Providers Register by Register by March 14, 2014 April 28, NAME 2. NAME COMPANY ADDRESS CITY STATE/COUNTRY 3. NAME 4. NAME ZIP/POSTAL CODE Conference Only $1295 $1495 Conference & Workshop $1495 $1695 VENUE: 1751 Hotel Plaza Boulevard Lake Buena Vista, FL Special Rate $149/night *Mention Priority Code 'GMD' to get the discounted rate of $149/night TELEPHONE AUTHORIZED SIGNATURE Payment Enclosed Bill Me** Please Charge My Credit Card: Visa MasterCard AmericanExpress Discover CARD NUMBER FAX EXP.DATE Cardholder Name Signature **Cancellations received 3 weeks prior to the event will be refunded in full less a $175 processing fee. Cancellations received less than 3 weeks before the event will receive a credit towards a future event which is valid for one year from date of the event.