­­­­­

LeadingAge Oregon

Fall Leadership Conference

October 14-16, 2015

Agate Beach Inn, Newport

Wednesday

October 14

5:00-6:30 p.m.

Leadership Academy

Reception

This special reception is designed to give

Leadership Academy alumni, this year’s

graduating class and our incoming class

the opportunity to meet and reconnect with

colleagues and friends.

5:30-7:30 p.m.

Welcoming Reception

Start making the connections that count!

Join us to meet with your peers from other

organizations at the Agate Beach Inn

before the conference begins.

Sponsored by USI Northwest

Be the Voice...of LeadershipOur aging population is exploding, new innovations in aging

services pop up daily and transformation is changing the

healthcare landscape. There’s no question that today’s senior

living and long-term care leaders have to stay informed and stay

connected to ensure that their organizations remain relevant in the

years and decades ahead.

Please join us at the Oregon coast this October to gather with your

colleagues from around the state and learn together about critical

issues facing our fi eld today!

Among our conference topics:

• Workforce challenges in a tightening labor market

• Emerging dementia care models

• Lessons learned from Housing with Services projects

• Technology trends and tools

• New HCBS rules for assisted living/residential care

providers

• State public policy and regulatory update

and more!

In addition, we are delighted to once again offer a special

Board Governance track for members of your organization’s

Board of Directors, as well as a closing session from

LeadingAge on trends, challenges and opportunities across

the senior living/long-term care continuum.

Who are the leaders - and leaders-to-be - in your organization?

In today’s world, every member of your leadership team needs

to be knowledgeable about major trends impacting aging

services so that they, too, can Be the Voice of Leadership and

the Voice of Aging in Oregon. We look forward to seeing you,

your staff leaders and boards of directors in October!

Thursday

October 15

7:30-8:30 a.m.

Breakfast and

Networking

The opportunity to meet and share

information with leaders from other senior

care and housing organizations across the

state is one of the most valuable benefi ts

of conferences like this. If you aren’t

staying over on Wednesday night, you’ll

want to be sure to get to the Agate Beach

Inn early to enjoy a hearty breakfast and

great conversation.

8:30-10:00 a.m.

Keynote

The Voice of Intentional

LeadershipThe more people contribute, the more

things get done. It seems obvious, yet

as leaders work to keep up with today’s

rapidly changing market, it becomes easier

to focus more on what matters next…

instead of what matters most.

Our keynote session will deliver

actionable tools for leaders to enhance

their leadership effectiveness through

alignment, focus, and understanding

of proven processes for learning and

development. At the center of it all

is alignment. Without alignment,

organizations have more mistakes, more

waste, less communication and less

potential. With

it, you get more

positivity, more

productivity,

and more

profi tability.

At its heart,

leadership is

a behavior,

not a position.

Effective

leaders are

intentional

and work every day to identify and

support what matters most to achieve

their goals. In this lively and interactive

session, participants will identify six

core leadership behaviors that support

and sustain high levels of performance,

and will walk away with proven tools for

sustainable leadership and organizational

success.

About Renie Cavallari

Renie Cavallari is an award-winning

international marketing and leadership

expert and is founder, CEO, and Chief

Instigator of Aspire, a strategic marketing

and training company based in Phoenix,

Arizona. Her inimitable grasp of business

and its challenges, along with her proven,

innovative solutions set Renie apart as a

captivating speaker, author, leader, coach,

and strategist who has driven measurable

results for businesses around the world for

over 25 years.

Cavallari is author of aspire…to be, an

insightful and inspirational collection

of tips that shape stronger leaders and

tools that help cultivate them. The second

book in the Aspire series, aspire…to

lead (2014), is an in-depth look at the

leadership principles and strategies that

have grown revenues, profi tability, and

customer retention for some of the world’s

most respected leaders.

Cavallari has been honored as one of

the Top 20 Most Infl uential Training

Professionals by TrainingIndustry.com, a

nationally respected online resource for

the learning development community.

Cavallari presents keynote speeches

around the world and is a member of the

prestigious National Speakers Association

as well as the International Society of

Hospitality Consultants.

10:15-11:30

Breakouts

A1) Housing with Services in

Oregon: Lessons LearnedBringing health and supportive services to

senior housing communities holds great

promise as a cost-effective strategy for

helping older people age in place even

as they struggle with frailty, disability

and chronic illness. More than a year

ago, several Oregon health and housing

providers embarked on initiatives to

document the link between housing and

healthcare and its impact on vulnerable

populations in Oregon. In this session,

you’ll have the opportunity to:

• Hear the status of these “housing with

services” initiatives.

• Examine lessons learned so far.

• Learn about Oregon Housing and

Community Services (OHCS)

interest in housing with services and

the agency’s on-going conversations

with Coordinated Care Organizations

(CCOs) about integrating housing and

healthcare.Panelists: Howard Klink, Project Director,

Housing with Services LLC: Rachael Duke,

Supportive Housing Program Director, Home

Forward; Rose Englert, Senior Business

Leader, Community Health Innovation

Programs, Care Oregon; Kenny LaPoint,

Housing Integrator, Oregon Housing and

Community Services

A2) Honing Your Workforce

Strategy: 5 Keys to Hiring,

Developing and Keeping Great

PeopleWhen it comes to superior performance,

you only get two shots. You either hire

it or you develop it. Failure to do either

hurts your residents and their families,

the cohesiveness of your culture, and

your bottom-line. During this session,

participants will examine recruiting,

retention, and everything in between as

our presenter shares with you fi ve keys

to a developing a workforce strategy that

hires, develops, and keeps great people.

Participants will discuss:

• Why everything starts with culture

• The Ideal Candidate Profi le

• The differences between recruiting and

hiring

• How critical orientation is

• Developing top talentPresenter: Jason Kiesau, Training &

Development Manager, Merit Senior Living

A3) Board Governance Track

Building Board Engagement

Part 1: Generative GovernanceJoin Dottie Schindlinger, Governance

Technology Evangelist of BoardEffect,

for Part 1 of this two-part series designed

to provide you with practical strategies to

build board engagement. In Part 1, Dottie

will provide an overview of “Generative

Governance,” the practice of boards

serving in the role of “sense-maker,” in

which they decide what to pay attention to,

what their organizations should look like,

and what the impact of the changing aging

services landscape might be. “Generative

governance” provides strategies to

help deepen the quality of your board’s

discussions, decision making, and impact.

In this session, Dottie will introduce

generative governance in the context

of your organization. Through a series

of hands-on exercises and group

discussions, you’ll learn more about what

generative governance can mean for your

organization and how generative concepts

can be applied in your boardroom. You’ll

leave this session with practical tools,

useful tips, and helpful resources to help

your board adopt a more generative

approach to governance.Presenter: Dottie Schindlinger, Governance

Technology Evangelist, BoardEffect

11:30-1:00

Leadership Luncheon

Join us to applaud the LeadingAge Oregon

Leadership Academy Class of 2014-2015

as they conclude their year of learning

about leadership and the aging services

fi eld, and welcome our Class of 2015-

2016!

Sponsored by: Orrick, Herrington &

Sutcliffe

1:15-2:30

Breakouts

B1) Oregon APD & OLRO

Update: Current Issues/Initiatives/

TrendsPublic policy initiatives of Oregon’s Aging

and People with Disabilities (APD) and

the licensing and regulatory actions of

the Offi ce of Licensing and Regulatory

Oversight (OLRO) both signifi cantly

impact Oregon’s long-term care providers.

Join us as the directors of these two

state agencies provide updates on their

respective areas of focus. Hear about APD

strategies to maintain a sustainable system

of long-term services and supports in light

of increasing caseloads, OLRO’s work to

improve survey processes, the role of the

new Licensing Complaint Investigation

Unit, and more. Opportunity will be

provided for questions and discussion.Guests: Mike McCormick, Director, Aging

and People with Disabilities; Donna

Keddy, Director, DHS Offi ce of Licensing &

Regulatory Oversight (OLRO)

B2) Kanban for One: Weekly

Workflow FreedomKanban, a Japanese word that means “sign

board,” is a proven way to manage work.

Its secret is that it visualizes a project

from beginning to end and limits work

in progress so that activities actually get

done. This workshop, Kanban for One,

applies these proven principles to our

individual work week so that we can

enjoy freedom in our day-to-day life and

leadership.

In this workshop you will learn:

• How multitasking reduces our ability to

complete work and what do instead.

• How to create a visual workfl ow for

your week and enjoy greater clarity and

effectiveness in it.

• How to plan each week/day so that

you’re always doing he most important

tasks.

• How to use your kanban to delegate

more effectively so the things you

assign actually get done.Presenter: Bill Zipp, Leadership Link

B3) Board Governance Track

Building Board Engagement

Part 2: The Board Development

CycleAs a follow-up to the morning governance

session, join Dottie Schindlinger,

Governance Technology Evangelist of

BoardEffect, for an exploration of board

development strategies. With “generative

governance” fi rmly in mind, this session is

designed to help you take the next step in

building the board of your dreams. We’ll

review the key components of the board

development cycle, including:

• Board member recruitment & retention

• Nominations, elections, and on-boarding

• Board education and knowledge

development

• Board self-assessment and handling

diffi cult issues

You’ll walk away with a host of strategies,

samples, and tools you can use to develop

your board and build engagement among

its members.Presenter: Dottie Schindlinger, Governance

Technology Evangelist, BoardEffect

2:45-4:00 p.m.

Breakouts

C1) New HCBS Rules:

Implications for Oregon’s

Community-based Care ProvidersThe Centers for Medicaid and Medicare

Services (CMS) has adopted new

Home and Community-based Services

(HCBS) rules that will apply to all

community-based care settings in Oregon,

including assisted living/residential care

communities, adult foster care, adult

day services and more. The new rules

aim to ensure that HCBS settings are

non-institutional and provide residents/

clients the same control over their lives

and access to the surrounding community

as non-HCBS settings. Oregon providers

must make “substantial progress” toward

complying with the new rules by January

1, 2016, and be in full compliance by

September 2018.

Join us to learn about DHS plans to

roll out these new rules and engage in a

dialogue about strategies for implementing

the rules in assisted living/residential care

communities and other HCBS settings.Presenters/Guests: Bob Weir, Medicaid Home

and Community-based Services Policy Analyst;

Ana Potter, Community-based Care Manager,

Offi ce of Licensing & Regulatory Oversight

(OLRO)

C2) Emerging Aging Services

Technologies and their Impact on

Senior Living and Long-term CareTechnology is reshaping all sectors of

our world, from business to healthcare

- and aging services is no exception.

Technology holds the promise to make

our systems safer, timelier, more effi cient,

more effective, more equitable and

more person-centered. As innovative

companies develop technology solutions

for senior living and long-term care, it

can be overwhelming to keep up with

what’s out there and identify which

technology options might be right for your

organization. In this session, you will:

• Gain an understanding of the different

types of aging services technologies

relevant to senior living and long-term

care settings.

• Learn about aging services technology

trends and potential business models.

• Explore the LeadingAge CAST

online technology selection tools and

resources.Presenter: Scott Code, Aging Services

Technologies Manager, Center for Aging

Services Technologies (CAST), LeadingAge

C3) Board Governance Track:

Strengthening Board Oversight in

Financial Issues and PerformanceOne of the most important responsibilities

of board members is to maintain fi nancial

accountability of their organization.

Board members act as trustees of the

organization’s assets and must exercise

due diligence to see that the organization

is well-managed and that its fi nancial

situation remains sound. Participants

in this session will gain a better

understanding of the board member’s role

in fi nancial oversight and will identify best

practices in this critical area.

Objectives:

• Understand accountability and fi duciary

responsibilities for board members.

• Discuss internal controls and learn

options to help improve board oversight

and increase segregation of duties.

• Learn best practice monitoring,

benchmarking and identifi cation of

fi nancial “red fl ags.”Presenters: Daniel Frein, CPA, and James

Munn, NHA, CliftonlarsenAllen

5:30-7:00 p.m.

Exhibit Reception

Enjoy hors d’oeuvres and learn about

new and improved products and services

that are available to help you provide

the highest quality care and services to

your residents and clients. While you’re

at it, please take a moment to thank the

Business Members whose support is

critical to LeadingAge Oregon educational

programs such as this conference!

Friday

October 16

7:45-8:45 a.m.

Breakfast and

Networking

Don’t miss the opportunity to reconnect

with your peers to discuss the

opportunities and ideas generated by the

fi rst day’s conference sessions!

8:45-10:15 a.m.

General Session

Reconsidering How to Support

People with DementiaIt is estimated that the number of persons

aged 65 or older with Alzheimer’s or other

dementias in Oregon will increase 40

percent between now and 2025. Clearly

senior housing and care providers in

all settings will continue to see larger

numbers of individuals with dementia and

will be challenged to seek new and better

ways to meet their needs.

Mindful that LeadingAge members

from throughout the continuum of

housing and services serve people with

dementia, LeadingAge convened a group

of providers and thought partners this

summer to delve into the challenges and

opportunities inherent in this important

work. In this session, you will have the

opportunity to:

• Explore themes that emerged from

the LeadingAge think tank that grappled

with the question, “In what ways can we

expand our thinking about settings

(spaces and programs) for people living

with dementia?”

• Consider trends and promising practices

from across the country.

• Hear how one Colorado CCRC has

fostered an inclusive environment

for everyone, regardless of health

status, through culture change, utilizing

the arts and intentional language.

Schedule

at a Glance

Wednesday Oct. 145:00-6:30 Leadership Academy

Reception

5:30-7:30 Welcome Reception

Thursday Oct. 157:30-8:30 Breakfast/Networking

8:30-10:00 Keynote

The Voice of Intentional Leadership

10:15-11:30 Breakouts

A1) Housing with Services in Oregon:

Lessons Learned

A2) Honing Your Workforce Strategy: 5

Keys to Hiring, Developing and

Keeping Great People

A3) Building Board Engagement Part I:

Generative Governance

11:30-1:00 Leadership Luncheon

1:15-2:30 Breakouts

B1) Oregon APD and OLRO Update:

Current Issues/Initiatives/Trends

B2) Kanban for One: Weekly Workfl ow

Freedom

B3) Building Board Engagement Part 2:

The Board Development Cycle

2:45-4:00 Breakouts

C1) New HCBS Rules: Implications

for Oregon’s Community-based Care

Providers

C2) Emerging Aging Services

Technologies and their Impact on Senior

Living and Long-term Care

C3) Strengthening Board Oversight in

Financial Issues and Performance

5:30-7:00 Exhibit Reception

Friday Oct. 167:45-8:45 Breakfast/Networking

8:45-10:15 General Session

Reconsidering How to Support People

with Dementia

10:30-Noon General Session

Looking to the Future: Trends, Challenges

& Opportunities

• Explore the benefi ts, challenges and

training necessary to create an inclusive

culture for all, including individuals

with dementia, and the impact such a

culture can have on society as a whole. Presenters: Kirsten Jacobs, MSW, Education

Manager, LeadingAge; Moriah Bernhardt,

Director of Community Life, Clermont Park,

Denver, CO

10:30-Noon

General Session

Looking to the Future: Trends,

Challenges & OpportunitiesIt’s an exciting time for senior care and

living providers, preparing for a wave of

aging Baby Boomers in a world where new

technologies and innovative models to meet

the growing need appear to pop up nearly

every day. At the same time changing

consumer desires and demands, shifting

reimbursement and fi nancing models,

increasing competition and looming

workforce shortages are among the myriad

of challenges facing LeadingAge members

in Oregon and across the country. What

will it take to survive - and thrive - in

the years ahead? Examine the trends and

challenges that are impacting LeadingAge

members across the continuum and

identify opportunities that will ensure your

organization can continue to successfully

fulfi ll its mission to serve older Oregonians

in the decades to come. Presenter: Steve Maag, LeadingAge

Questions?Contact us at

503.684.3788

LocationThe Agate Beach Inn is located off of

Highway 101 at 3019 N. Coast Highway

in north Newport.

Room rates:

Hillside: $94

Ocean View: $104

Extra person rate: $10

Rates do not include a 10.5 percent city

room tax.

Participants must make their own room

reservations by calling 541.265.9411 or

1.800.547.3310. Be sure to mention that

you are with the LeadingAge Oregon

conference. After September 13 our

room block will be released to the general

public, so be sure to reserve your room by

that date!

Cancellation

PolicyCancellations received in writing by

October 2 will be refunded less a $25

administrative fee. No refunds are

possible after that date; however, you are

welcome to send someone in your place.

CEUsCertifi cates will be provided for up to 8

CEUs.

Special needsIf you have a disability that may impact

your participation in this conference,

please include with your registration

a statement regarding your dietary or

disability needs. Someone from our staff

will contact you prior to the conference

to discuss accommodations. We cannot

assure the availability of special meals

or appropriate accommodations without

prior notifi cation.

ScholarshipsA limited number of scholarships are

available for those LeadingAge Oregon

members who would otherwise not

be able to pay registration fees. Call

503.684.3788 for more information.

Questions?

Call 503.684.3788

Registration Details Special thanks to Online Registration Sponsor ValueFirst

All registration is online. You will have the option of paying for your online

registration by check or by credit card. (LeadingAge Oregon accepts Visa, Mastercard

and American Express).

To register, go to the LeadingAge Oregon home page, www.leadingageoregon.org, and

click on the Fall Conference Brochure and Registration Information link.

Provider member registration:Each facility/organization must register independently, even when several facilities/

organizations are governed by a parent company. Discounts are offered for fourth and

subsequent registrants from the same facility/organization.

Business Associate registration:LeadingAge Oregon welcomes our Business Associates who wish to attend

the conference to benefi t from the education and networking opportunities. We

encourage all of our Business Associate members to join us as exhibitors. For more

information about exhibiting, contact Karen Nichols, knichols@leadingageoregon.org,

503.684.3788

If your company is unable to exhibit and you wish to attend the conference as an

attendee, two Business Associate rates are available. One rate is for Business Associates

who have chosen a sponsorship with a value of $500 or more, and another rate is for

those who are not exhibitors or sponsors.

Cancellations:Cancellations must be sent in writing to Denise Wetzel, dwetzel@leadingageoregon.

org, no later than Friday, October 2 to be refunded (less a $25 service charge). No

refunds are possible after that date, but you are welcome to send someone in your

place.

Early bird rates:Early bird rates are available through October 2 only. All registration fees increase by

$25 after October 2.

LeadingAge OregonConference fees: members Non-members

Provider members:

First three staff registrants*: $335 each $435 each

Fourth and subsequent staff registrants

from same site: $235 each $335 each*Staff registrants include CEOs/Administrators, department managers and any other paid

employees of a participating organization.

Nonprofi t board members:

Full Conference $125 $175

Thursday only* $100 $150

*Special one-day rate is available to nonprofi t board members only

Business Associate members:

Per person sponsor fee (Non-exhibiting) $335 N/A

Per person Non-Exhibitor/Non-Sponsor $535 N/A

Spouse/guest $50Spouse/guest fee includes Wednesday welcome reception and Thursday exhibit reception

LeadingAge Oregon would like to thank the following organizations for their sponsorship

of our Fall Leadership Conference:

Principal Sponsor

Welcome Wine and Cheese Reception

Leadership Luncheon

On-line Registration Sponsor

Supporting Sponsors

Prize Sponsors

Interested in a sponsorship?

Contact Karen Nichols at knichols@leadingageoregon.org, 503.684.3788