2025 Annual Conference & Expo
May 19-22, 2025 | Rancho Mirage, CA
The Westin Rancho Mirage Golf Resort & Spa
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Select + next to each track to view details (must be a registered attendee to access handouts)
TUESDAY, MAY 20, 2025 | 9:00am - 10:00am
K100 | Home Care and Hospice 2025: National Update from Washington
Dr. Steven Landers, Chief Executive, Officer, National Alliance for Care at Home
WEDNESDAY, MAY 21, 2025 | 9:00am - 10:00am
K200 | Overcoming Burnout: The Pathway Forward
Patrick Reicke, Director, Dignity and Spiritual Care, Parkview Health
What is moral distress? How do I know if I am experiencing it? If I am in moral distress, what should I do? How can I help my coworkers who have these feelings? In this presentation, Patrick Riecke will provide you and your team with a roadmap as you face these challenges. Patrick understands moral distress and burnout firsthand. He incorporates his personal story of awareness and recovery to help others with similar experiences.
THURSDAY, MAY 22, 2025 | 9:00am - 10:00am
K300 | 3 Habits of Consciously Intentional Leaders
Dan Irvin, Professional Speaker, Dan Irvin Training Co.
Being intentional means setting a success framework that packs a serious punch in terms of keeping you and your team motivated and structured. The problem is, most of us fall short in that mission. In this presentation, Dan speaks to leaders looking to sharpen their talents and be more intentional. Relatable insights include how to keep distractions from taking center stage, how to recognize when the same way of doing things doesn’t cut it anymore, and how to establish the SMARTEST goals.
H100 | Tuesday, May 20, 2025 | 10:15am - 11:45am
How to Succeed at NGS Hospice ADRs!
Annette Lee, RN, MS, HCS-D, COS-C, CEO & Founder, Provider Insights
The MAC (among a variety of other auditors) are looking more and more closely at hospices! California has additional scrutiny being one of the four states that CMS has indicated must go through additional medical review. Learn how other hospice agencies in California have been successful on graduation- even in the first round with ADRs using a very standard approach to a "triple check" prior to billing, comparative data for supporting terminal prognosis, along with a table of contents modeled after the Medical Review Hierarchy!
TOOLS included!
H200 | Tuesday, May 20, 2025 | 1:45pm - 3:15pm
NGS Medicare Hospice Update
H300 | Tuesday, May 20, 2025 | 3:30pm - 5:00pm
Hospice Rulebooks: COPs vs Payment Rules
Annette Lee, RN, MS, HCS-D, COS-C, CEO & Founder, Provider Insights
H400 | Wednesday, May 21, 2025 | 10:45am - 12:15pm
Demystifying Pain Management
Caren McHenry Martin, PharmD, BCGP, Senior Clinical Manager, Enclara Pharmacia
Pain management is a top priority, particularly in hospice and palliative care. This session will review the various medication options and dispel some of the myths that are barriers to effective pain management. Options for both long-acting and breakthrough pain control will be reviewed, as well as strategies for recognizing and managing opioid-related adverse effects. You'll leave this session feeling more confident in your ability to provide patient-centered pain management. Objectives include:
- Discuss the various medication options for long-acting pain control, including costs, metabolic considerations, dose forms
- Review appropriate use and dosing of short-acting pain medications and adjuvant medications
- Provide strategies for recognizing and managing opioid-related adverse effects including allodynia, hyperalgesia, neurotoxicity, GI effects, pruritis
H500 | Wednesday, May 21, 2025 | 1:45pm - 3:15pm
Managing Less Common But Troublesome Symptoms
Caren McHenry Martin, PharmD, BCGP, Senior Clinical Manager, Enclara Pharmacia
Symptoms such as cough, itching, hiccups, and dry mouth that can be troublesome to patients and somewhat challenging to treat. This presentation will discuss treatment strategies for these troublesome symptoms to enable the hospice and palliative care clinician to understand the clinical data behind various treatment options and to feel as expert in managing these symptoms as they do the other more common end of life symptoms. Objectives include:
- Identify when less common symptoms at end of life such as pruritus, cough, hiccups, and dry mouth require treatment
- Recommend appropriate non-pharmacologic and pharmacologic management of these symptoms based on currently available evidence
- Establish goals of treatment and regularly re-evaluate with patient and caregivers
H600 | Wednesday, May 21, 2025 | 3:30pm - 5:00pm
Implementing The HOPE Instrument
Kathy Ahearn, CEO & Founder, ALECC, Inc.
This session focuses on implementation of the HOPE Instrument, replacing HIS. HOPE requires the collection of patient-level data at additional timepoints. Required timepoints at admission and discharge, along with the two additional Hope Update Visits (HUV) are reviewed. The tool, the two new quality measures, symptom follow-up visits will be presented. Who must participate, who can complete the tool, required filing time frames also anticipated visit/administrative time considerations. Objectives Include:
- Identify the 4 required HOPE Data Collection Timepoints
- Explain what is the required timeframe for a Symptom Follow-up visit if a symptom is coded moderate or severe
- Recognize how the HOPE Instrument with its additional timepoint assessments will help to update the patients Plan of Care and improve quality of care.
H700 | Thursday, May 22, 2025 | 10:15am - 11:45am
Managing to Eliminate Hospice Cap
Anne-Marie Fontenot Marcantel, Senior Manager, SimiTree | Cameron Pirouz, MBA, FACHE, Director of Operations – Hospice, Sutter Health
Learn how effective hospice cap management and proactive liability reduction can safeguard your organization's financial health and compliance. In this session, discover practical strategies to avoid costly Medicare penalties, protect your reputation, and ensure long-term success. If you're looking to elevate your hospice leadership skills and navigate regulatory challenges with confidence, this is a must-attend event! Objectives include:
- Understand Hospice Cap Management: Learn how to effectively manage the hospice cap to prevent Medicare penalties and ensure financial stability.
- Identify and Mitigate Liability Risks: Discover key strategies to reduce legal liabilities and protect your organization from potential disputes
- Implement Best Practices for Compliance: Gain actionable insights to maintain regulatory compliance and strengthen your organization's reputation
M100 | Tuesday, May 20, 2025 | 10:15am - 11:45am
Yancey Bond, Senior Director of Solutions, WellSky | Cindy Campbell, Senior Director Advisory Services, WellSky | Alec Grubbs, Senior Solutions Manager, WellSky | Katherine Morrison, MSN, RN, CHPN, Director of Hospice Consulting Operations, WellSky
Silos between QAPI and Operations undermine success. Individuals and departments can be working hard, but if not aligned and doing the right things, wasted effort and time can happen. Everyone’s role in your agency’s QAPI will guide your ultimate performance. The right change, at the right time can be harnessed to elevate measures of engagement, outcomes and success. Explore the logical link between the leverage of workforce and clinical analytic engines, harnessing change!
M200 | Tuesday, May 20, 2025 | 1:45pm - 3:15pm
Melinda Gaboury, CEO, Healthcare Provider Solutions, Inc.
HHVBP began January 1, 2023. This session will detail the process of the Value-Based Purchasing Model. The Interim Performance Reports will be reviewed during this session. The session will also review the calculation methodology of VBP Expansion and what agencies should be doing to be successful in 2025 and beyond. The impact of HHVBP changes for 2025 will be detailed in this session.
M300 | Tuesday, May 20, 2025 | 3:30pm - 5:00pm
Sharon Fredrichs, President, S&S Home Care Consulting | Kym Kapella, BSN, RN, LCP, CCM, Associate Consultant, S&S Home Care Consulting
Changes and clarifications in the Home Health State Operations Manual (SOM) may have helped surveyors perform an easier survey. Let's look at how the multiple revisions can help guide you in 'easy' survey preparation. Survey procedures, in-home and patient interviews are specific. Interpretive guidelines clarify and direct the surveyors in final agency evaluation. Using this tool, we will analyze your agency survey status with the current Top 10 deficiencies and initiate 'easy' survey protocols.
M400 | Wednesday, May 21, 2025 | 10:45am - 12:15pm
Melinda Gaboury, CEO, Healthcare Provider Solutions, Inc.
2025 is set to be a year of major changes in the Home Health arena. This webinar will provide a detail review of the 2025 Final Rule in Home Health. Any changes that are set to be implemented for 2025 will be reviewed with best practices for implementation.
This session will include the most recent update on the Value Based Purchasing Expansion, which has already had numerous changes finalized for 2025 implementation.
M500 | Wednesday, May 21, 2025 | 1:45pm - 3:15pm
David Thomas, PT, COS-C, RPT, Associate, S&S Home Care Consulting | Sharon Fredrichs, President, S&S Home Care Consulting
OASIS functional assessments drive outcomes, satisfaction, and indicate reimbursement-all linked to HHVBP. Is your team really scoring the critical GG and M assessments accurately? Painting the best picture? Nurses and therapists observe and assess differently. Pseudo-patient (Kym Kapella, BSN) roleplays functional limits, audience scores, a case conference paints the picture to reach a final decision. A creative teaching tool for competency and improving OASIS deficiencies. Bring your team!
M600 | Wednesday, May 21, 2025 | 3:30pm - 5:00pm
In this presentation, we will equip participants with the knowledge and skills to effectively navigate and understand managed care contracts. They will learn how to identify and comprehend the key components of these contracts, enabling them to make informed decisions and successfully negotiate favorable terms. By the end of this training, participants will possess the necessary tools to confidently engage in managed care contracting and ensure the best possible outcomes for their organization.
M700 | Thursday, May 22, 2025 | 10:15am – 11:45 am
Arnie Cisneros, President, Home Health Strategic Management - HHSM | Kimberly McCormick, Executive Clinical Director, Home Health Strategic Management - HHSM
HH reforms such as PDGM have altered the formula that produces HH Case-Mix levels in order to improve acuity-based care. Many HH Providers have experienced Case-Mix that fail to achieve the levels seen under PDGM. This progressive presentation analyzes the path to accurate and defensible Case-Mix levels in a denial-proof manner. Learn the how's and whys of PDGM Case-Mix; how to assure accurate episodic levels, and the specifics of hard-wiring your Case-Mix protocol.
M800 | Tuesday, May 21, 2024 | 10:15am - 11:45am
Social Determinants of Health and the Impact on Your Outcomes
Lisa Selman-Holman, McBee Associates | Michelle Horner, McBee Associates
Social Determinants of Health (SDoH) are part of a CMS initiative for health equity. New OASIS-E items can be used to screen your patients for increased risk of hospitalization and poor outcomes. Zeroing in on the data obtained from these items can lead to more individualized POCs leading staff to prioritize care, keep patients out of the hospital, and increase patient satisfaction. Objectives include:
- Identify the Social Determinants of Health OASIS E items.
- Explain the impact SDoH can have on outcomes.
- Explain how to use SDoH to improve outcomes.
M900 | Tuesday, May 21, 2024 | 1:45pm – 3:15pm
Synergy Between Risk Adjustment and Quality Improvement
Lisa Selman-Holman, McBee
Risk adjustment is essential when comparing quality of care across providers when home care agencies provide services to populations with different characteristics. Regrettably, the complex nature of home health risk adjustment frequently has leaders and clinicians left scratching their heads. Understanding risk adjustment is key for quality improvement. This session discusses the fundamentals of accurate risk adjustment: high-quality connections with referral sources, accurate comprehensive assessments and coding, and CMS data submissions. It will review the 2024 model and how the updates change clinician assessments, plan of care development, and agency processes including acceptance of patients. Objectives include:
- Describe three fundamentals of success in risk adjustment
- Compare and contrast the 2023 risk adjustment model with the 2024 model
- Discuss clinical and process strategies to improve risk adjustment accuracy
M1000 | Tuesday, May 21, 2024 | 3:30pm - 5:00pm
Home Health: Managing Operations and Revenue Through Clinical Process
Lisa Selman-Holman, McBee
Continued reimbursement cuts in the home health industry create the need for the most efficient and effective processes. Documentation, diagnosis coding and OASIS accuracy is key for keeping revenue cycle operations on track and optimizing reimbursement. This session will discuss the importance of integrating the clinical team with your financial team to maximize reimbursement and meet revenue goals. This session will examine key clinical KPIs for admission source, clinical groupings, co-morbidity, and functional distribution to ensure the most outstanding value is being captured. Attendees will be able to pinpoint critical gaps throughout their revenue cycle processes that may negatively impact coding, OASIS, and claims submission processes. Objectives include:
- Learn keys to optimizing data collection at intake
- Identify best practice revenue cycle operational processes for managing accurate documentation
- Analyze key metrics impacted by diagnosis coding and OASIS coding that impact reimbursement
M1100 | Wednesday, May 22, 2024 | 10:45am – 12:15pm
Producing Single-digit Readmissions in Home Health
Arnie Cisneros, Home Health Strategic Management | Kimberly McCormick, Home Health Strategic Management
Volume to Value (V2V) reforms have rewired the Home Health model in terms of care development and delivery since the introduction of PDGM. Earlier this year, Value-based Purchasing was installed for Home Health, connecting payment levels to outcomes for the first time in our industry. A review of the requirements for the VBP bonus reveals outcomes rarely seen to date in HHCAPS, Readmission, Timeliness, and Clinical Outcomes. HH Re-admissions must be in the single-digits if a Provider hopes to qualify for the VBP bonus, and most Providers post readmit levels in the mid-teens. This session will review agencies who have posted single-digit readmits under PDGM to identify best-practices that reduce re-admissions to single-digits. Case studies will outline how to start on the path to single-digit re-admissions in your agency. Objectives include:
- Review HH history of readmission through PPS and under PDGM
- Demonstrate prime drivers of HH re-admissions
- Outline readmission requirements for VBP bonus qualification and Propose Operational Model that produces single-digit re-admissions
M1200 | Wednesday, May 22, 2024 | 1:45pm - 3:15pm
Winning Strategies from Five Star Agencies!
Annette Lee, Provider Insights, Inc
M1200 Handout | M1200 Mini POC HH | M1200 OASIS Impacts | M1200 PIP Rehospitalization | M1200 POC CHF
M1300 | Wednesday, May 22, 2024| 3:30pm - 5:00pm
OASIS Updates and Mythbusters!
Annette Lee, Provider Insights, Inc
M1400 | Thursday, May 23, 2024 | 10:15am – 11:45am
Whole Person Care: Chronic disease management for Susan in her home
Cindy Campbell, WellSky | Katherine Morrison, WellSky | Yancey McManus (Bond), WellSky
Susan is a resilient 70-year-old woman with late-stage CHF and diabetes. Over the next year, she will need home health therapy, skilled nursing services, palliative and hospice care. In addition to facing medical challenges, Susan lives in a food desert and unfortunately does not have family support. With the silos so often dividing these settings, she typically would be seen and navigated through care as five different patients. Join a discussion on how whole person care for Susan can deliver key differences in her experience and outcomes. Explore the value of patient-centered, dynamic risk-based and predictive analytics-driven care within chronic disease management. This approach not only can improve outcomes for Susan but broadly has the potential to transform the healthcare system by making it more sustainable, cost-effective, and patient-centric. A real-world case study will provide actual results achieved by whole person care for patients facing many of the same challenges as Susan.
P100| Tuesday, May 21, 2024 | 10:15am - 11:45am
Growing Your Business Through Third-Party Payers
Greg Bean, Paradigm Senior Services
This session outlines the process of engaging with third-party payers such as Veteran Affairs (VA), Medicaid, and Medicare Advantage in the home care sector. It covers the benefits of payer diversification including increased revenue, competitive positioning, improved caregiver retention, and community impact. Attendees will learn practical strategies for navigating government and other 3rd-Party payer relationships. Objectives include:
- Grasp the strategic value of diversifying payer sources like VA, Medicaid, and Medicare Advantage for risk mitigation, increased profitability, and competitive edge.
- Understand the ins and outs of various Third-Party Payers (3PPs) available, exploring operational aspects and benefits pertinent to the home care sector.
- Acquire actionable insights for starting, growing, and successfully managing a diverse payer mix to ensure streamlined operations and focused growth initiatives.
P200| Tuesday, May 21, 2024 | 1:45pm - 3:15pm
What Should We Do Now? Build a science-based activity program for people with Dementia.
Dr. Lucy Andrews
This session will help your agency answer the question families and care staff often ask... how can I keep my loved one or client engaged, active and interested in day-to-day activities? If you have ever had a family come to you and say the staff isn't keeping my loved one active I come over and they are watching mindless TV on the couch. Well this session will help you by providing ideas and options that you can use to enrich the lives of your clients and help your staff come up with science based activities that help engagement. You will learn the reason and science behind engagement which helps people with dementia, why just saying we have staff that know dementia patients isn't good enough (legally) and how to add activities into your care plans that can improve engagement quality of care and patient and client satisfaction.
P200 HandoutP300| Tuesday, May 21, 2024 | 3:30pm – 5:00pm
Mastering Sales & Field Marketing - R3 Reps: Referrals- Recruiting- Retention
Melanie Stover, Home Care Sales
In this dynamic and engaging presentation, you'll discover cutting-edge techniques and tactics to help you stay ahead of the competition and achieve greater success in your growth efforts. Learning objectives for this session include:
- Learn how to break free from "old" sales approaches and embrace new and innovative techniques that resonate with today's referral sources. Home Health and Hospice is a secret source of cross referrals! (With structure comes FREEDOM!)
- Discover how to leverage remote marketing and your current clients to expand your reach and connect with a broader audience (in less TIME!)
- Gain insight into the latest trends and best practices in private duty sales, and gain practical tips for applying these strategies to your own business. (One representative walked out with six referrals in hand - hear how she did it - and you can too!)
Whether you're a seasoned sales professional or just starting in the private duty industry, this session is not to be missed. Join us and get ready to take your field marketing & sales game to the next level!
P400 | Wednesday, May 22, 2024 | 10:45am - 12:15pm
Government Payors in Private Duty from a Provider's Perspective
Moderator: Brittnei Salerno, La Jolla Nurses Homecare
Panelists: Stacie Dollar, Around The Clock Care | Andy Howard, HomeCare Professionals, Inc. | Lia Smith, A Better Solution Home Care & Nursing |Julie Wozniak, Vitale Nursing, Inc.
Have you ever wondered how your private duty agency might benefit from a contract with a government payor? Come learn the ins and outs from other providers currently active in contracts such as the Veterans Administration, Medi-Cal and Regional Centers.
P500| Wednesday, May 22, 2024 | 1:45pm - 3:15pm
California Home Care Services Bureau Update
Sonya Wilson, DSS California Home Care Services Bureau
The Home Care Services Bureau (HCSB) is responsible for licensing Home Care Organizations including processing applications, receiving and responding to complaints and conducting unannounced visits to ensure compliance. HCSB is also responsible for the Home Care Aide application process and maintenance of the Home Care Aide Registry. California law established the Home Care Services Consumer Protection Act which, as of January 2016, requires Home Care Organizations to be licensed and creates a public online registry for Home Care Aides who have been background checked. This law is intended to promote consumer protection for elderly and disabled individuals who hire private aides to come into their homes and provide assistance with activities of daily living.
P500 Handout | P500 Additional HandoutP600| Wednesday, May 22, 2024 | 3:30pm - 5:00pm
New Employment Laws and Trends for 2024 and How to Avoid Claims
Sam Sherman, Tencer Sherman
- Learn about new laws and cases in 2024 and how they affect your business.
- Discuss best practice to avoid employment law claims
- Address trends in employment lawsuits
P700| Thursday, May 23, 2024 | 10:15am - 11:45am
Operations: What's Your End Game?
Stacie Dollar, Around The Clock Care | Andy Howard, HomeCare Professionals, Inc.
Managing a Home Care Agency can be a daunting prospect in today’s environment of increased regulatory demands, staffing shortages, escalating wages, declining reimbursement, financial instability, etc. Savvy operators who have identified and are committed to their ultimate goal are better able to navigate today’s hurdles and even turn those challenges into tomorrow’s opportunities. To do so, it is critical to understand what the final goal or end game for your agency is. Is the goal to grow? To Sell? To have a lifestyle company? Whatever the objective, that goal should factor into the day to day thinking and ultimately dictate how a company operates. In this session we discuss how to identify your goal and the pros and cons of different objectives. We will cover in depth some of the key operational strategies to help guide you with making your home care agency a success, no matter what your end game may be.
L100 | Tuesday, May 20, 2025 | 10:15am - 11:45am
Healing Leadership: Building Trauma-Informed Practices in Your Organization
Molly Mackey, Chief Learning Officer, LEAdeRNship Institute
Imagine infusing your work environment with trauma-informed empathy, where curiosity replaces judgment and questions foster deeper understanding. This session will guide you in applying the six key principles of trauma-informed care to transform your workplace dynamics, enhance relationships, and build a more supportive and resilient team. Discover how this approach can revolutionize your workplace interactions and promote a culture of compassion and trust. Objectives include:
- Review the history and importance of a trauma-informed approach
- Apply a trauma-informed approach to leadership
- Demonstrate the impact of institutional betrayal on retention
- Learn trauma-informed strategies and how to implement them in the workplace
L200 | Tuesday, May 20, 2025 | 1:45pm - 3:15pm
Key to Retention: Successful New ManagersCindy Hatton, Founder, Hatton Consulting
Recruitment and retention of new managers is a major challenge in our competitive markets and essential to staff retention and business success. You will learn key components of onboarding and education programs, first year strategies for providing support and education & year two and beyond support and professional development. The model includes method as to verify managers knowledge. You will receive a framework for new manager transitioning, ready for implementation in your organization. Objectives include:
- Describe two components for a successful onboarding and orientation program
- List one method for providing support and two essential programs for one year
- Describe the creation of a professional development plan and methods to assess knowledge and implementation ability
L300 | Tuesday, May 20, 2025 | 3:30pm - 5:00pm
KPIs & Benchmarking: Delivering Immediate Results
Thomas Rose, CEO & President, 21st Century Health Care Consultants
KPI's and Benchmarking can deliver immediate financial and operational results when implemented. This session gives attendees the fundamentals and tools to use KPIs and Benchmarking to identify weak spots in their organizations compared to other agencies or themselves. Learn about dashboards, implementing them and how to use them with your team to drive accountability, improve operations, impact sales and deliver bottom line results. Objectives include:
- Gain an understanding of what KPI's are and how to track them. Learn the keys to successful measurements and how to identify errors in numbers
- Learn Benchmarking resources and see how to compare your organization to others and how to engage your team in the quest to reach higher levels
- Learn how to implement dashboards and build them for your agency and what matters most. Learn how to tie them to your budgets to help you achieve the results you need to for your business to achieve greater success
L400 | Wednesday, May 21, 2025 | 10:45am - 12:15pm
A United Approach to Improving Caregiver Retention
Bernadette Bressler, Chief Marketing Officer, Viventium
The release of our Caregiver Onboarding Experience Report has garnered the attention and praise from industry leaders, including William A. Dombi, Esq., President and CEO of NAHC, Todd Austin, and President and COO of HCP. Our research highlights the correlation between care staff onboarding and retention, providing best practices that admins can immediately incorporate to improve care staff experience. Together, we can forge the path to improving industry standards. Objectives include:
L500 | Wednesday, May 21, 2025 | 1:45pm - 3:15pm
From Conversations to Commitments
Melanie Stover, Owner, Home Care Sales
Getting referrals for hospice care isn’t about being pushy isn't about guiding referral sources through a decision-making journey where they feel understood, confident, and supported. We will focus on how to shift from merely presenting information to uncovering their emotional reasons for referring (or not), building trust and positioning your agency to be a true partner to your referral sources by guiding them collaboratively all while aligning their values and needs. Objectives include:
Learn how to identify and address the emotional drivers behind referral decisions using neruo behavioral techniques
Discover how to transition referral conversations from information-sharing to a commitment-driven dialogue that builds trust
Develop a guiding process that makes referral sources feel supported, ensuring your hospice becomes their go-to partner
L600 | Wednesday, May 21, 2025 | 3:30pm-5:00pm
Yeah, Yeah.. I Know I Need Goals.. Now What?
Dan Irvin, Professional Speaker Dan Irvin Training Co.
The term “SMART goals” is now a common language for anyone in
corporate America. But 30 years have passed! Isn’t it high time to rip that BandAid off and look to an expansive and permanent version, one that meshes with our ever-changing environment? In this practical and collaborative 60-90 minute workshop, Dan walks through each step of setting the S.M.A.R.T.E.S.T. goals. This workshop is meant to be interactive. Participants will come away with a goal creation plan that can be immediately implemented for success. Objectives include:
- Each participant will leave with meaningful goals that give them exact steps, progress, and motivation to achieve more in their personal and professional lives
- Step-by-step process for any leader that allows simple modifications for better and more consistent outcomes
- Practical ideas and concepts that give every leader an immediate way to impact themselves and his or her team
L700 | Thursday, May 22, 2025 | 10:15am - 11:45am
Are You What’s Holding Your Business Back?
Thomas Rose, CEO & President, 21st Century Health Care Consultants
This session tailored to small business owners, aimed at enhancing leadership skills to propel businesses to new heights. This session will explore strategic methods to assess your strengths and weaknesses as a leader, bridging gaps, and maximizing strengths for peak performance. Attendees will learn how to construct a robust strategic plan and roadmap to steer their businesses toward success and gain valuable insights into resources available. A sample business plan review is included. Objectives include:
- Learn how to evaluate yourself, your strengths and weaknesses and learn how to develop them to advance your business
- Learn the fundamentals steps to develop a 5 year strategic plan and what elements it is made of
- Review the components of a well developed business plan and learn why each section is vital to the plan's effectiveness
G100 | Tuesday, May 20, 2025 | 10:15am - 11:45am
Details to follow.
Dr. Steven Landers, Chief Executive Officer, National Alliance for Care at Home
G200 | Tuesday, May 20, 2025 | 1:45pm - 3:15pm
From the Top Line to the Bottom Line - Protecting Agency Profitability in the Current World
Phil Feldman, National Director of Revenue Cycle Management, Sandata Technologies
In our current reimbursement and high cost environment, providers need to consistently follow practices to protect their bottom line.This presentation/discussion addresses the most important of those practices, including relevant metrics and KPI’s, and benefits provided by a robust agency management system. Objectives include:
- Review the main sections and components of a typical provider P&L These include: Revenue, Direct Costs, Overhead Costs
- Understand strategies to optimize major revenue and expenses in each of the areas: Revenue mix diversification, RCM, services maximization, Direct Costs management - OT, pay/benefits, nursing support costs, Overhead cost value optimization
- Identify metrics and KPI’s which will optimize achievement of objectives
- Describe the overlapping impacts of metrics from different areas of the organizational process
- Demonstrate how to compile these metrics based on system reports and BI tools
G300 | Tuesday, May 20, 2025 | 3:30pm - 5:00pm
Home Care Brand Mastery
Nick Bonitatibus, Owner and Founder, Digital Champions
- Increase sales by utilizing video, which converts better than other mediums
- Leverage home care youtube channel to boost referrals from top sources in your territory
- Use caregiver video testimonials to improve recruitment, show-up rates, and retention
G400 | Wednesday, May 21, 2025 | 10:45am - 12:15pm
Planning and Executing the Perfect Exit
Aaron Putroff, CExP™, CFP®, CEO, Living Legacy Financial Services |Tim Malott, Managing Partner, Shoreline Partners
Creating and achieving the optimum conditions for sale. What to do in advance of selling to walk away with more money after you sell. Topics will include DOs and DON'Ts to build value, exit strategies, role of business valuation, strategies to save money and mitigate taxes.
G500 | Wednesday, May 21, 2025 | 1:45pm - 3:15pm
"Why Big-Hearted Healthcare Workers Burn Out: And How to Fix It"
Patrick Reicke, Director, Dignity and Spiritual Care, Parkview Health
Healthcare professionals are driven by compassion, but this same dedication can lead to burnout. This session uncovers why empathetic workers are at higher risk and offers practical strategies for recovery and prevention. Learn how to protect yourself and your team while maintaining the passion that brought you to healthcare.
G600 | Wednesday, May 21, 2025 | 3:30pm - 5:00pm
New PAGA Amendments: What Employers Must Know
Sam G. Sherman, Esq., TencerSherman LLP
In a surprising turn of events, California state legislators and business leaders have agreed to amend the PAGA (Private Attorneys General Act) statutes in pro-employer ways. The new law, signed on July 1, 2024 provides employers with critical tools to reduce PAGA exposure. Attorney Sam Sherman will breakdown the key changes to the PAGA law, new "cure" provisions that allow you to avoid PAGA lawsuits, and actionable steps you take now to minimize your risk.
G700 | Thursday, May 22, 2025 | 10:15am - 11:45am
Key Principles and Best Practices for Hospice IDG
Kathy Ahearn, CEO & Founder, ALECC, Inc.
Effective IDG meetings are structured and goal-oriented, focusing on specific outcomes and actionable steps. They provide a platform for addressing any challenges and ensuring that patient care remains the top priority. Communication and documentation by all team members is a fundamental principle for effective IDG meetings. This presentation focuses on key principles and best practices for an effective Hospice IDG, allowing for POC updates to meet regulations and hospice member eligibility. Objectives include:
- Identify the impact ineffective Hospice IDG meetings can have on quality of care, survey's and reimbursement
- Recognize who is required to participate in a Hospice IDG per Medicare regulations
- Determine what elements of the clinician visit notes and assessments are critical to discuss and integrate into the patient IDG note