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!
- The learner will be able to describe the current use of workforce analytic data to enhance engagement
- The learner will be able to discuss methodology which ties QAPI performance improvement projects to enhancing clinician productivity
- The learner will be able to describe the link between the time to document and the potential impact on optimal clinical outcome achievement
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.
- Detail the current items in 2025 involved in the HHVBP calculations
- Review the Interim Performance Reports details
- Detail variance in calculation of 2024 vs 2025 scores
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.
- Understand the purpose of SOM Appendix B revision, changes, deletions, including only Level 1 survey findings
- Participate in rating your agency's current status, using the surveyor's preparation data, plus visit observation findings. Prepare to share your survey with referral sources
- Identify your most vulnerable areas within the Top 10 common deficiencies. Link multiple (new) interpretive guidelines and survey findings from a few standards to other CoPs
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.
- Define Key Elements of Home Health Final Rule 2025
- Detail Reimbursement/Rate Changes in Rule regarding PDGM
- Confirm HHVBP Changes for 2025
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!
- Understand the OASIS intention of GG and M assessments and accuracy in item scoring required for payment and quality purposes. Painting the picture assists in individualizing goals, improving outcomes and mitigating documentation risks
- Guide an multi-disciplinary case conference with direct interactions to achieve accurate scoring. Offering the steps to accomplishing a conference prior to the 5th day and locking an accurate OASIS
- Discover the importance of the interconnections of GG assessments and how areas are affected. Improve outcomes- particularly dyspnea, feeding and medication effectiveness and thus achieve increased score in HHVB
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.
- Outline the current state of Medicare Advantage enrollment
- Detail key elements of contracting with Managed Care Plans
- Review setting up new contracts and billing claims
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.
- Identify Case-Mix process under PDGM, and contrast it to the PPS Model
- Outline a HH Operational Model that assures both accurate and elevated Case-Mix Outcomes
- Demo multiple HH Providers who have adopted HH admission processes to assure accurate and elevated Case-Mix results
M800 | Tuesday, May 20, 2025 | 10:15am - 11:45am
Successful Culture Change in Home Health
Arnie Cisneros, President, Home Health Strategic Management | Kimberly McCormick, Executive Clinical Director, Home Health Strategic Management
PDGM & VBP have altered how HH programming is developed & delivered. These changes have challenged all areas of HH, & the changes to legacy HH care delivery processes have proved stressful for HH Providers. Most agencies are worried about staff loss, management of elevated clinical processes, & assurance of care integrity through operational changes. This presentation breaks down the challenge of cultural change, & how to lead your staff successfully & happily through Value-base culture change.
- Demo traditional struggles with HH staff management that compromises agency and clinical delivery integrity
- Contrast HH clinical and operational management to other Medicare Part A Providers
- Demo HH Operational processes that assist HH Clinical staff to adopt value-based care delivery programming that achieves HH success in the Value Era
M900 | Tuesday, May 20, 2025 | 1:45pm – 3:15pm
Unlock Hidden Referral/Revenue Streams
Melanie Stover, Owner, Home Care Sales
Home care agencies leave money on the table, without even realizing it. This session will uncover untapped revenue streams that can significantly boost your agency's profitability. From leveraging strategic partnerships to optimizing current census, you'll discover actionable strategies your competitors overlook. This isn't about doing more of the same, it's about doing what works more intelligently and faster. Small shifts can lead to significant referral wins!
- Identify at least three new revenue/referral streams hidden within your current operations
- Learn how to create partnerships that drive referrals and growth
- Implement immediate actions that add to your top line without overburdening your team
M1000 | Tuesday, May 20, 2025 | 3:30pm - 5:00pm
Home Health and Hospice Clinician Boundaries: Achieving Balance and Avoiding Burnout
Cindy Campbell, Senior Director Advisory Services, Wellsky | Katherine Morrison, MSN, RN, CHPN, Director of Hospice Consulting Operations, WellSky
The intimacy of care delivery intersecting with patients served in their own setting runs deep, as does the aligned importance of establishing and maintaining professional boundaries. Workforce shortages, burnout and compassion fatigue can be made even worse when professional boundaries are not understood nor respected. Healthcare at home is fraught with opportunities to lose sight of where professional responsibilities end and personal accountability begins. Knowing where to draw the lines of professional boundaries, in actions and in words, can help your clinicians and teams protect themselves, their patients and families, as well as their teammates and agencies, while building communication skills and self-care tools. We will share simple, yet powerful tools for recognition of boundaries-related-risks and how to best manage them. Learned from both theory and the many voices of providers, mastery of professional boundaries management in care at home will accrue to both your culture, your team engagement and your patient and family satisfaction.
- Describe the importance of establishing clear professional boundaries in healthcare at home care delivery
- Explain two ways effective boundary-setting impacts compassion fatigue and burnout
- Discuss the impact of maintaining healthy boundaries on patient and family satisfaction
M1100 | Wednesday, May 21, 2025 | 10:45am – 12:15pm
Sales Truths and Proven Strategies For Growth
Mark Wilson, Vice President of Business Development , Wilshire Business Partners
Discover sales truths, failures, proven strategies and power principles that create growth. Learn market tested strategies that will advance your sales and referral development efforts. Elevate your team’s performance by discovering your customer’s value frame. Explore methods and tools that will result in conversations that articulate value more effectively. Steps to establishing a selling system that enables performance accountability, consistent results, and measurable growth.
- Ensure your sales/marketing teams have the knowledge and skills required for success
- Learn the critical conversations that lead to preferred provider status
- Gain clarity and confidence in your business development and revenue growth strategy
M1200 | Wednesday, May 21, 2025 | 1:45pm - 3:15pm
Managing Critical Challenges Facing Homecare
Tricia Smith, President & CEO, Wilshire Home Health & Community Services | Susan Dailey, Vice President of Reimbursement, Wilshire Home Health & Community Services
- Improve staff recruitment and retention by exploring the strategy/culture connection. Your brand as leading indicator or your company's culture. What employees really want from leadership
- Successfully managing revenue and costs. Examine revenue cycle management key performance indicators. How much more cost can you endure and is it time to explore outsourcing
- Overcoming regulatory challenges. Sound revenue cycle management and billing systems that stand up to major analysis from auditors and regulators. Examining the financial challenges related to compliance.
M1300 | Wednesday, May 21, 2025| 3:30pm - 5:00pm
NGS Trends in Home Health
M1400 | Thursday, May 22, 2025 | 10:15am – 11:45am
CDPH Panel Update
P100| Tuesday, May 20, 2025 | 10:15am - 11:45am
Caregiver Legal Lifecycle: Hiring, Perf. & TermBob King Esq., Attorney and Founder, Legally Nanny
Employing caregivers can be challenging. This session takes you through the life of an employee and explains the legal issues you need to know about hiring, performance and termination. It reviews what you can ask on applications, required new hire docs and dealing w/accommodations. It moves on to payroll, responding to complaints, conducting investigations and documenting files. Lastly it covers handling terminations & concluding employment. If you manage employees, this is seminar is for you.
- Learn how to legally hire employees while still getting the right people for your business.
- Learn how to legally manage your employees' performance, shortcomings, complaints and accommodation requests.
- Learn how to legally terminate employment, including all required payments, termination documents and severance issues.
P200| Tuesday, May 20, 2025 | 1:45pm - 3:15pm
California Home Care Services Bureau UpdateJude De Le Concepcion, Branch Chief, Department of Social Services
P300| Tuesday, May 20, 2025 | 3:30pm – 5:00pm
How to Successfully Develop a Referral SourceSteve Weiss, Speaker, Home Care Evolution
In this session, Steve the Hurricane will walk you through the 5 steps of referral source development. Attendees will learn:
1. How to develop a mutually benefiting relationship with top accounts
2. How to conduct the 25 min Lunch N Learn (In Service)
3. How to properly “Blanket” an account
4. How to live up to expectations and deliver on promises made (even how to handle service failures)
5.How to create and maintain long term referring accounts
This tried and tested process works with Nursing Homes, Rehabs, Assisted Living, CCRCs, LTACHs, and more. Owners, Executives, Managers, and Business Development Professionals should attend this informative and motivating session.
P400 | Wednesday, May 21, 2025 | 10:45am - 12:15pm
Creation of Power PartnersSteve Weiss, Home Care Evolution
This action packed session defines what it is to be a Power Partner in the healthcare space. Learn the 5 W's of Power Partners. Attendees will know exactly where to find, how to engage, and what are the necessary steps to develop long term referring relationships as part of an interdisciplinary team. As a bonus, attendees will leave with action plans on execution and how to create a team of power partners that will lead to preferred provider groups. This is a must attend for administrators, owners, and business development staff of Home Health, Hospice, and Private Duty companies.
P500| Wednesday, May 21, 2025 | 1:45pm - 3:15pm
2025 Federal and California Employment Law UpdatesAngelo Spinola, Home Health, Home Care & Hospice Chair, Polsinelli | Lindsay Ryan, Employment Advice & Investigations Vice Chair, Polsinelli
This program will be a comprehensive and easy-to-digest review of everything your home-based care organization should be doing to be in compliance with California's employment laws and nuances. We will get you up to speed on the latest court decisions and legislative updates in California and will discuss how they impact your policies and practices going forward.
- Understand California's latest court decisions and legislative updates and how they impact your agency's employment practices
- Discuss the latest trends in California employment and wage and hour litigation, pitfalls and how to best avoid a lawsuit
- Discuss the current state of the law for California arbitration agreements and the impact on PAGA claims
P600| Wednesday, May 21, 2025 | 3:30pm - 5:00pm
Private Duty PanelBrittnei Salerno, President & CEO, La Jolla Nurses Homecare | Andy Howard, CEO & Founder, Homecare Professionals, Inc. | Lia Smith, CEO, A Better Solution Home Care & Nursing | Stacie Dollar, Regional Director, Around The Clock Care | Julie Wozniak, Founder, Vitale Nursing, Inc.
P700| Thursday, May 22, 2025 | 10:15am - 11:45am
Getting the Most Out of Your Financial Statements – What You Need to Know About Your Financial Statements and Reimbursements for Private Duty Home CareBrian Lebanion, CEO / Consultant, BC Healthcare Consulting, LLC
This session offers a comprehensive approach to leveraging financial statements as essential tools for business success and reimbursement maximization in private duty home care. Attendees will learn how to interpret key financial metrics, improve cash flow strategies, and optimize reimbursement processes to strengthen financial stability and foster growth. Through practical examples and strategic insights, participants will gain confidence in their financial decision-making and a deeper understanding of how to align financial goals with operational objectives for lasting success in the private duty space.
- Interpret Financial Statements for Strategic Insights: Understand key components of financial statements and how to use them to assess financial health, identify trends, and make data-informed decisions that drive growth.
- Optimize Reimbursement Processes for Private Duty Care: Explore best practices for reimbursement management, including billing and collections strategies, to maximize revenue and streamline cash flow.
- Align Financial Goals with Operational Success: Learn how to set achievable financial goals that support sustainable growth, operational efficiency, and high-quality care delivery in private duty home care.
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