Assisted Living SUMMIT

SUMMIT 2022

ASSISTED LIVING

SUMMIT

A CARE PROVIDERS OF MINNESOTA SIGNATURE EVENT

2

K E Y NO T E S

3

GE NE R A L S E S S I O N S

9

L E A RN I N G S E S S I O N S

9.75

CO NT I N U I N G E D U C AT I O N CL OC K/ CO NTA C T H O U R S

17.5

H O U R S O F E D U C AT I O N O FFE R E D

MAY 10-11, 2022 MINNEAPOLIS MARRIOTT NW

CAREPROVIDERS.ORG/SUMMIT

CARE PROVIDERS OF MINNESOTA’S ASSISTED LIVING SUMMIT IS THE UPPER MIDWEST’S PREMIER ASSISTED LIVING CONFERENCE

C A R E P R O V I D E R S O F M I N N E S O TA

9:00 AM

OPENING KEYNOTE SESSION

KEYNOTE & GENERAL SESSION SPEAKERS

& GENERAL SESSION

TUESDAY NATIONAL UPDATE

The National Center for Assisted Living (NCAL), as your national Association, is at the forefront of emerging national policy impacting financing and operations for assisted living. LaShuan Bethea, the executive director for NCAL, will present on federal legislation impacting home- and community-based services; opportunities for quality recognition and population health led by the team at NCAL and the American Health Care Association; and workforce recruitment and retention initiatives at the national level.

LaShuan Bethea is the executive director of the National Center for Assisted Living (NCAL)—the assisted living voice of the American Health Care Association (AHCA). She joined NCAL from Genesis HealthCare where she served in various leadership roles from 2007–2021.

Ms. Bethea, a registered nurse and attorney, has a depth of long-term care

LASHUAN BETHEA

EXECUTIVE DIRECTOR NATIONAL CENTER FOR ASSISTED LIVING (NCAL)

experience. She began at Genesis HealthCare in February 2007 and quickly advanced to the director of regulatory and program development before being promoted in 2015 to vice president of legislative affairs. She assumed a dual role as vice president of reimbursement in 2020 and was appointed to chair of the Diversity, Equity, and Inclusion Committee in June 2020. Ms. Bethea received her law degree from Widener University School of Law, Harrisburg, PA. She earned a master’s degree in education from American Intercontinental University and a Bachelor of Science in nursing from the University of Phoenix.

VISIT WITH EXHIBITORS AT OUR SOLUTIONS CENTER

TUESDAY MAY 10th ONLY 8:30 AM–4:00 PM Visit with vendors, check out new products and services, make new connections, and refresh existing acquaintances.

Our vendors support Care Providers of Minnesota throughout the year, so swing by and thank them!

ADVANCED HEALTH INSTITUTE BLUESTONE PHYSICIAN SERVICES ELDERMARK SOFTWARE GUARDIAN PHARMACY HPC LOTUS PHARMACY MCKESSON MILLER ARCHITECTS & BUILDERS PASSION FOR DINING AND NUTRITION PATHWAY HEALTH POPE & CONNER PPX - PROFESSIONAL PORTABLE X-RAY SENIOR CARE SOLUTIONS STERLING LONG TERM CARE PHARMACY THRIFTY WHITE PHARMACY (as of March 4, 2022)

ASSISTED LIVING SUMMIT 2022

WEDNESDAY KEYNOTE SESSION

9:00 AM

EVERYBODY WINS: THE POWER OF A POSITIVE CULTURE

In the long-term care profession, fostering a positive culture for our residents and our workforce is paramount to our long-term success. Daniel Shannon's message will help us do just that while providing insights that remind us how to affirm our full humanity and to work with a greater sense of purpose. We will learn how to leverage vulnerability and empathy as skills that can enhance our physical, mental, and emotional well-being, in service of elevating the value we bring to our residents!

Daniel Shannon has been partnering with individuals and groups for two decades to help enhance their value proposition. His expertise in the areas of diversity/equity/inclusion, leadership, and strategy has been honed while serving as an executive for some of the worlds most renowned companies. Most importantly, Daniel's approach reflects actual, relevant experience and provides proven solutions, rather than theory. The combination of practical experience coupled with his masterful management of the microphone produces the perfect mix of entertainment and insight for audiences across the globe. Daniel is one of the country’s most prominent voices from the millennial generation.

DANIEL SHANNON

SPEAKER & CHIEF INSPIRATIONAL OFFICER DANIEL SHANNON SPEAKS

GENERAL SESSION

10:15 AM IMPROVING JOB QUALITY FOR DIRECT CARE WORKERS Direct care workers are essential to the health and quality of life of older adults and people with disabilities in various long-term care settings. Yet, their jobs are too often characterized by poor job quality, driving many of them out of this field and making it more difficult for employers to recruit and retain these workers. This session will explore PHI’s five pillars of job quality in direct care, which include 29 concrete strategies. It will also describe how a few long-term care providers around the country have designed job quality interventions to strengthen these jobs and how direct care workers in residential care settings are faring nationwide.

Robert Espinoza is the vice president of policy at PHI, where he oversees its national advocacy,

ROBERT ESPINOZA

VICE PRESIDENT OF POLICY PHI

research, and public education division on the direct care workforce, including its strategic direction and federal advocacy. In 2020, he was selected for the first-ever CARE 100 list of the most innovative people working to re-imagine how we care in America today and as one of Next Avenue’s 2020 Influencers in Aging.

Robert is a nationally-recognized expert and frequent speaker on aging, long-term care, workforce, and equity issues. For more than 20 years, he has spearheaded high-profile advocacy campaigns and written landmark reports on aging and long-term care, LGBTQ rights, racial justice, and immigration, among other topics.

Robert received his MPA from New York University, his BA in English and BS in journalism from the University of Colorado at Boulder, and a graduate of the Rockwood Leadership Institute.

C A R E P R O V I D E R S O F M I N N E S O TA

Tuesday

SCHEDULE 8:30 AM Check-in & continental breakfast 9:00 AM Welcome

Patti Cullen, CAE,

President/CEO, Care Providers of Minnesota

Opening Keynote:

NATIONAL UPDATE LaShuan Bethea, Executive Director National Center for Assisted Living

10:00 AM Solutions Center/networking break 10:30 AM Learning Track 1

(Select from three options) 11:45 AM Networking lunch 1:00 PM Learning Track 2

(Select from three options) 2:15 PM Solutions Center/networking break

sponsored by Care Providers of Minnesota Service Corporation

2:45 PM General Session:

EMERGENCY PREPAREDNESS Ashley Klipstein, Consultant Advanced Health Institute

4:00 PM Adjourn—day 1 education 4:00 PM RECEPTION sponsored by Lotus Pharmacy

Join us at Wadsworth for happy hour!

Care Providers of Minnesota invites all attendees, speakers, and exhibitors to stick around and network in the Marriott’s bar, Wadsworth. The first drink is on us—wine, beer, or soft drink. We look forward to seeing you, networking, and having a fun time together.

TUESDAY BREAKOUT Sessions LEARNING TRACK ONE | 10:30 AM

1-A: SERENITY, COURAGE, AND WISDOM: BUILDING YOUR TEAM IN CHALLENGING TIMES

These are tough times for recruiting and retaining the talent we need to provide services. The labor market is tight and complex, and the transition to an endemic stage of COVID-19 poses a host of further challenges. This session will present strategies and practical skills based on three concepts—serenity, courage, and wisdom. Session participants will learn how to reflect on the current situation with clarity and without panic, using data and information to guide decisions. Participants will gain techniques and insights to foster and improve job quality and build inclusive and respectful workplace cultures.

Nicole Mattson, Vice President of Strategic Initiatives, Care Providers of Minnesota Charles A. “Chad” Weinstein, President, Ethical Leaders in Action

1-B: COGNITIVE ASSESSMENTS IN ASSISTED LIVING

Resident cognitive assessments are required under Minnesota Statutes 144G. In this session, understand the rationale behind the requirement and explore validated tools that staff can use for assessment. Also, the importance of an interdisciplinary team approach will be discussed.

Lores Vlaminck, Principal Consultant, Lores Consulting

1-C: NAVIGATING THE MINNESOTA FOOD CODE

As recent assisted living surveys indicate, there is a knowledge gap by some assisted living providers on the Minnesota Food Code. The key to a food-safe establishment is understanding the rules in the code. In this session, explore resources to understand rules, learn the kitchen survey process, and find out how to prepare for a survey. Through interactive learning, the audience will uncover common food safety misconceptions and leave the session with the knowledge and tools for creating a clean, food-safe, and compliant facility.

Dawn Nickleson, Owner, Passion for Dining and Nutrition Patrick Nickleson, Owner/Chef, Passion for Dining and Nutrition

LEARNING TRACK TWO | 1:00 PM

2-A: ASSISTED LIVING CONTRACT TERMINATION AND NON-RENEWAL STRATEGIES

This session will educate participants on the new requirements under Minnesota Statutes 144G for involuntary contract terminations and nonrenewal of contracts. Attorneys Rob Rodè and Rebecca Coffin will review facility requirements starting with the pre-termination notice through relocation planning and possible appeals of the termination. They will also discuss options and strategies for the non-renewal of the assisted living contract. Examples of non-payment and threatening behavioral issues will be addressed in this context.

Rebecca K. Coffin, Attorney/Partner, Voigt, Rodè, Boxeth & Coffin Robert F. Rodè, Attorney/Partner, Voigt, Rodè, Boxeth & Coffin

r, Voigt, Rodè, Boxeth & Coffin

ASSISTED LIVING SUMMIT 2022

HEALTH & SAFTEY

2-B: STRATEGIES FOR CHALLENGING BEHAVIORS

Challenging behaviors can have a significant impact on an assisted living facility, affecting not only the resident with the behaviors but also staff and other residents. Challenging behaviors, if uncontrolled, can lead to termination of services.

In this session, learn some causes of challenging behaviors and effective strategies to minimize occurrences, practical responses when behaviors happen, and tips for staff.

Dr. Tonjia Dye, Nurse Consultant, Zellner Senior Health Consulting Mary Nell Zellner, President/CEO, Zellner Senior Health Consulting

2-C: LESSONS FROM COVID-19 IN THE AL SETTING—A PHYSICIAN PERSPECTIVE

This session will describe lessons learned from the speaker’s experience of leading a group of facility-based clinicians through the COVID-19 pandemic. From a medical provider’s point of view, Dr. Turbes will discuss what COVID-related challenges facilities handled well using systems they already had in place; and what areas showed gaps and opportunities to be better prepared for future infectious outbreaks and other emergencies. Topics will include infection prevention and preparedness, facility relationships with clinicians, and strategies for responding to medical concerns in facilities with different models and levels of care.

Sandy Turbes, MD, Physician & Lead COVID-19 Clinician, Genevive

GENERAL SESSION | 2:45 PM EMERGENCY PREPAREDNESS

Ashley Klipstein, Consultant, Advanced Health Institute

Minnesota’s new assisted living licensure (ALL) requires compliance with new emergency preparedness requirements for your assisted living or assisted living with dementia care. While the ALL 144G statutes include a basic set of emergency preparedness requirements, the ALL rules include a substantial number of new emergency preparedness requirements. This session will provide an overview of what ALL facilities will need to do for compliant emergency preparedness programs. Also, hear what survey results are telling us.

ASSISTED LIVING

SUMMIT

CARE PRO V ID ERS OF MINNESOTA

PROTOCOLS UPDATED APRIL 2022 In keeping with the recommendations from the Centers for Disease Control & Prevention (CDC), we are instituting the following COVID-19 protocols for this Assisted Living Summit: Summit registration requires proof of vaccination (or proof of a negative COVID-19 test within 24 hours of day 1 of summit AND wearing a mask throughout the event). All attendees, speakers, and vendors must be fully vaccinated (or provide proof of a negative test) and attest to their vaccination (or agree to provide proof of a negative test) when registering—including uploading vaccination documentation (if applicable).

At the time of the conference, masks may be required for all attendees based on community transmission levels in Hennepin County—so be prepared by bringing a mask with you.

All attendees must stay home if they feel ill. According to the CDC, people with COVID-19 have had a wide range of symptoms reported—ranging from mild symptoms to severe illness. Symptoms may appear 2-14 days after exposure to the virus. Anyone can have mild to severe symptoms.

If you begin to feel ill while at the summit or find out during the summit you had been in close contact with someone who recently tested positive: • Immediately leave the conference center if you feel COVID-19 symptoms.

• Get tested for COVID-19 ASAP and report any positive result to known contacts.

After our event, to err on the side of caution, we strongly encourage all attendees to get tested 2-3 days after the summit, whether or not they have any COVID-19 symptoms.

Prior to filling out your summit registration, you will want to have access to an image of the front-side of your completed CDC vaccination card (if applicable). This may be a picture or a scanned image (pdf, jpg, etc.). We will require that image to be uploaded during the registration process, in addition to an attestation that you are fully vaccinated or exempted.

Thank you for your cooperation, and your understanding that the safety of our association members, their families, and the residents you care for is our utmost concern. We look forward to seeing you in May! **Note that your vaccination and/or information will be kept private and not shared with any external parties

C A R E P R O V I D E R S O F M I N N E S O TA

wednesday SCHEDULE

8:30 AM Check-in & continental breakfast 9:00 AM Keynote: EVERYBODY WINS: THE POWER OF A POSITIVE CULTURE Daniel Shannon, Speaker and Chief Inspirational Officer Daniel Shannon Speaks

10:00 AM Refreshment break 10:15 AM General Session: IMPROVING JOB QUALITY FOR DIRECT CARE WORKERS Robert Espinoza, Vice President of Policy PHI

wednesday BREAKOUT Sessions LEARNING TRACK THREE | 12:30 PM 3-A: ADMISSION & RE-ADMISSION: BEFORE SAYING YES…

This session addresses the legal considerations related to admission and re-admission practices. Under the new assisted living law, it is much harder to end a resident’s housing and services. As a result, it is even more critical for providers to define themselves and the services they offer in an effort to bring the most appropriate residents into their settings. Providers need to learn the art of saying “no” to prospective residents and how to manage situations where an existing resident’s needs exceed a provider’s service capacity. Finally, how should providers handle changes in services because of staffing shortages?

Michelle R. Klegon, Attorney, Klegon Law Office

3-B: LOOKING BEYOND THE DEMENTIA MIRROR

Learn the elements you can impact and support for those living with dementia and their family members. Session participants will discover strategies to find which needs are not being met and how to address those needs to give those with dementia a life that supports them. Michele will provide insights into what can change vs. what cannot and also offer new tools to deliver growth in the dementia culture of your organization.

11:30 AM Lunch

Michele Henifin, Regional Ombudsman, Office of Ombudsman for Long-Term Care

12:30 PM Learning Track 3

(Select from three options)

3-C: CHART A NEW ROAD MAP TO CENSUS RECOVERY

1:45 PM Refeshment break

sponsored by Care Providers of Minnesota Service Corporation

2:00 PM

Closing General Session: SURVEY PREPARATION AND SUCCESS: HOW ARE WE DOING SO FAR UNDER THE NEW LAW?

Doug Beardsley, Vice President of Member Services Care Providers of Minnesota

3:30 PM Evaluation and adjourn— day 2 education

It is easy to see how roadblocks from the pandemic led to declining senior housing occupancy. Now is the time for recovery. In this session, discover new paths that engage sales and marketing teams and methods that get results. Learn how to create a referral pipeline, identify lead generation strategies, and what metrics will drive more sales.

Peggy Scoggins, Owner/Consultant, Adept Selling Melissa Kirchhoff, Principal Consultant, Adept Selling

CLOSING GENERAL SESSION | 2:00 PM

SURVEY PREPARATION AND SUCCESS: HOW ARE WE DOING SO FAR UNDER THE NEW LAW? Doug Beardsley, Vice President of Member Services, Care Providers of Minnesota

Care Providers of Minnesota’s resident regulatory expert, Doug Beardsley, will highlight the types of licensing orders being issued by the Minnesota Department of Health (MDH) under the new assisted living regulations. He will provide resources to identify potential behaviors or systems that might increase the probability of receiving a licensing order during a complaint survey or standard survey, and suggestions to avoid those citations.

ASSISTED LIVING SUMMIT 2022

THE DETAILS LODGING Care Providers of Minnesota has a room block at the Minneapolis Marriott Northwest, 7025 Northland Drive North, Brooklyn Park, Minnesota, 55428, for $139 plus applicable state and local taxes (10.525%) per room, per night. Please reserve your accommodations early and mention Care Providers of Minnesota to receive this rate. Call Minneapolis Marriott Northwest at 763-536-8300 or 1-877-303-1681.

Hotel room reservations can also be booked online: careproviders.org/ Summit22Hotel. Please make every effort to stay at the Marriott hotel; we rely on meeting our room block commitments to keep the summit costs as low as possible.

CEUS The Assisted Living Summit is accredited by the Minnesota Board of Executives for Long-Term Services and Supports (BELTSS) for licensed assisted living directors, nursing home administrators, and health services executives. The summit is designed to meet the Minnesota Board of Nursing criteria for contact hours. The Board of Nursing does not pre-approve continuing education.

The cut-off date for the room block is April 19, 2022.

Tracking attendance for CEU purposes will be done with daily CEU tracking forms. Pick up your tracking form each day of the summit and return the completed form each day.

ACCOMMODATIONS/DIETARY RESTRICTIONS If you have a condition that requires special accommodations, please contact Care Providers of Minnesota by Monday, May 2, 2022. If you want a vegetarian meal or have other dietary restrictions (including gluten-free and food allergies), please contact Care Providers of Minnesota by Monday, May 2, 2022.

DIGITAL HANDOUTS All education materials will be available on the summit app. In addition, the summit handouts will be available online the week of May 2 if you want to preview/download them before the summit.

DOWNLOAD THE APP The Assisted Living Summit app provides the schedule, session locations, handouts, speakers bios, sponsor & exhibitor connections, and much more. Download the app to create your personalized schedule: https://my.yapp.us/CPMSUMMIT22.

PHOTOS/VIDEOS Care Providers of Minnesota may take photographs and videos during its events for use in promotional materials. By participating in this education event, you grant Care Providers of Minnesota the right to use your image for such purposes.

While the Assisted Living Summit is accredited for continuing education by BELTSS, the summit is not a pathway to assisted living director licensure.

ELECTRONIC CEUS You can check your CEUs earned from Care Providers of Minnesota on the Care Providers of Minnesota website. Log in with your username and password, and go to your profile page (by clicking on your name in the upper right corner). From the “My CEUs” tab, you can print certificates of attendance for individual programs or a report with your totals.

CANCELLATION/NO-SHOW POLICY We understand that circumstances arise that may prevent you from attending the summit after you have registered. If you cancel on or before Wednesday, May 4, 2022, we will gladly refund your registration fee and retain only $25 per attendee for a cancellation fee. We are unable to offer any refund after Wednesday, May 4, 2022, for canceled registrations. We encourage you to find someone to take your place if possible. No-shows are charged the full registration fee and receive the summit materials.

THANK YOU

SPONSORS

LUNCH SPONSORS

RECEPTION SPONSOR

AFTERNOON BREAKS SPONSOR

ASSISTED LIVING SUMMIT 2022 | A CARE PROVIDERS OF MINNESOTA SIGNATURE EVENT

ASSISTED LIVING

SUMMIT

CARE PR O VI D E R S O F M I N N E S O TA

CARE PROVIDERS OF MINNESOTA CODE OF CONDUCT

Care Providers of Minnesota (CPM) is committed to providing a safe, productive, and welcoming environment for all program participants, presenters, and CPM staff. The code of conduct applies to all CPM meeting-related events, including those sponsored by organizations other than CPM but held in conjunction with CPM events, on public or private platforms.

All participants, including, but not limited to, attendees, speakers, CPM staff members, and all others are expected to abide by this code of conduct, which may be found here: careproviders.org/conduct.

#CPMSUMMIT22

CARE PROVIDERS OF MINNESOTA 7851 Metro Parkway #200 Bloomington, MN 55425

ROUTE TO: Licensed assisted living directors & assisted living directors in training Nurse managers Home care nurses/staff/managers Clinical leadership Corporate nurse or clinicial consultants Property managers Leasing agents Others interested in assisted living

MINNEAPOLIS MARRIOTT NORTHWEST 7025 NORTHLAND DRIVE NORTH BROOKLYN PARK, MINNESOTA 55428 MAY 10 | 9:00 AM–4:00 PM (8:30 AM check-in) MAY 11 | 9:00 AM–3:30 PM (8:30 AM check-in) $385

per Care Providers of Minnesota member participant

$525

per prospective member participant

(includes DIGITAL summit materials, CEUs, continental breakfasts, lunches, and refreshments)

CEUs: CODE:

9.75 clock/contact hours.

MN23-92221

REGISTER:

CAREPROVIDERS.ORG/SUMMIT You will receive an immediate confirmation upon successful registration.

Other registration options: 1. Via mail or fax (form available online) 2. Call Loni Lagro 952-851-2494 or 800-462-0024