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2014 ANCOR Leadership Summit: Shaping Policy

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2014 ANCOR Leadership Summit: Shaping Policy

November 11, 2014 to November 12, 2014

The Liaison Capitol Hill Hotel
415 New Jersey Avenue NW
Washington, DC 20001
(202) 638-1616

Federal Policy Hits Your Bottom Line!

The 2014 Leadership Summit is the call to action when we tackle the most pressing issues and advance ANCOR’s agenda with current and returning lawmakers, the Obama Administration, and advocacy partners.

Why is attending the 2014 ANCOR Leadership Summit: Shaping Policy so important?

  • Reason 1: The new definition of community directly affects your options for supporting community living for the people you serve and will make housing and workforce challenges even more pressing.
  • Reason 2: The new DOL restrictions on the companionship rule challenge your ability to choose the best service delivery model for some people with disabilities, which is why you need to understand risks associated with the announced DOL enforcement delay.
  • Reason 3: The growth of managed care, state and local minimum wage increases, the employer mandate in the ACA, and expected DOL restrictions on overtime pay exemptions — all of these unfunded mandates and systems changes challenge your ability to ensure the best outcomes for the people with disabilities you support, which is why Congress needs to understand the aggregate impact.

Contrary to national media coverage of gridlock on the Hill, Congress is serious about passing bi-partisan disability policy legislation. From the recent passage of the "Workforce Innovation and Opportunity Act" to exciting new legislation that’s being introduced, members of Congress in both parties are demonstrating a commitment to people with disabilities—and we need you to help them make the right decisions.

We must work together at this Leadership Summit to develop a unified understanding of what's at stake, what must happen to ensure sustainable long-term supports and services to people with disabilities, and how to deliver a powerful message to our federal legislators and regulators.

  • What opportunities for enhanced supports will be created by passage of the ABLE ACT?
  • What is the path forward for a national strategy for LTSS financing for seniors and people with disabilities?
  • What does the Idaho rate case before the U.S. Supreme Court mean for providers?

It is critically important — in all these areas and more — that we educate ourselves and make our voices heard in Washington. The landscape is changing and we need to make sure those changes help providers offer the best supports and services, instead of tying their hands.

Join us in Washington, DC as we address solutions to the most challenging policy and funding issues confronting providers at the 2014 ANCOR Leadership Summit: Shaping Policy!

Exclusive Sponsor

  • ANCOR member: $495

  • Non-member: $625

  • Pre-registration has ended. Registration onsite will be available.


No refunds will be offered as of November 4, 2014. Substitutions are encouraged. Contact us to make changes to an existing registration.

Liaison Capitol HillThe Liaison Capitol Hill

(an Affina Hotel)
415 New Jersey Avenue, NW
Washington, DC 20001
(202) 638-1616

This conveniently located and well-regarded boutique hotel property is just a few blocks from Union Station, The Capitol and The National Mall. Numerous restaurants are just a walk or short cab ride away. The recently remolded hotel rooms feature flat screen TVs, Wi-Fi, iHome docks, modern furnishings and upgraded signature Affinia bedding.

The discounted ANCOR hotel room block has closed, BUT Jerri McCandless (703-535-7850 ext. 107 or email) has reserved a limited block of rooms at the $215 conference rate. Please contact her directly at your earliest to secure one of these rooms.


Closest airport to Washington, DC is DCA (Reagan National Airport).

Ground Transportation

Taxi fare would be approximately $20.

Metro rail runs from the airport: Yellow line to Gallery Place/Chinatown, then transfer to Red line. Two stops to Union Station. The hotel is a few blocks from away (this may take anywhere from 40 minutes to an hour if there are any train delays).


Contact Jerri McCandless.

Exclusive Sponsor

(details subject to change)

Tuesday, November 11
  7:30 - 8:00 a.m. Registration and Continental Breakfast
  8:00 - 8:15 a.m. Welcome & Introduction
  • Chris Sparks, ANCOR President
  • Renee Pietrangelo, ANCOR CEO

Sponsor: Relias Learning

  8:30 - 9:30 a.m. President Obama's Disability Agenda
  • Taryn McKenzie Williams, Associate Director, White House Office of Public Engagement

Described as "brilliant, passionate, and outcome-oriented," Taryn Williams brings expertise on disability policy issues, including workforce development, education, Medicaid and social security.

Ms. Williams previously served as Senior Policy Advisor with the Office of Disability Employment Policy (ODEP) and completed a detail to the U.S. Senate Health, Education, Labor and Pensions Committee (HELP) before serving in her current role at The White House.

  9:30 - 9:45 a.m. Break
  9:45 - 10:50 a.m. Information is Power
  • Allan Bergman, CEO & President, HIGH IMPACT

As the 113th Session of Congress comes to an end and we prepare for the 114th session of Congress next January, what are the major issues the Members are facing? Although the federal budget deficit has been decreasing, many Members of Congress believe it's still too big and must be cut by reforming the entitlement programs; Social Security, Medicare and Medicaid. Others will fight to preserve the essential role Medicaid plays to support people with disabilities, but may be willing to "tinker" around the edges to improve the lives of people with disabilities.

The Congressional context serves as a backdrop for a convergence of forces in our field including the full integration of citizens with disabilities into community life, Medicaid rules requiring person-centered planning and informed choice, Employment First policies, massive shortage of safe, affordable and decent housing, and fiscal sustainability, to name a few. Are we prepared to do battle in an arena of "budgeting for results" and outcomes and continuing systems transformation?

In this session, Allan I. Bergman, one of the nation's leading disability policy experts and thought leaders, will take us inside the key themes of Congress and the major discussions about people with disabilities and finance policies for our nation.

  11:00 - 11:45 a.m. Congressional Panel: The Disability Policy Agenda
Moderator: Licy DoCanto, Founder & President, The DoCanto Group
  • Michael Gamel-McCormick, Disability Policy Director for Chairman Tom Harkin, Senate Committee on Health, Education, Labor & Pensions
  • Ann Dwyer, Health Counsel, U.S. Senate Finance Committee
  12:00 - 12:45 p.m. Lunch Provided
  1:00 - 1:50 p.m. Financing of Long Term Supports and Services for Seniors and People with Disabilities: What’s the Long View?
  • Howard Bedlin, V.P. of Public Policy & Advocacy, National Council on Aging
  • Larry Minnix, President/CEO, Leading Age, and Chair, Advance Class
  • Connie Garner, Executive Director, Advance CLASS

An estimated 12 million Americans are currently in need of long-term services and supports (LTSS), including both seniors and persons under age 65 living with physical or cognitive limitations. In the next two decades, the U.S. health care system will face a tidal wave of aging baby boomers. This, among many other factors, lends itself to an unsustainable demand for LTSS in the coming years. Despite the 2012 repeal of the CLASS ACT, a number of highly influential groups are committed to building consensus for a solution moving forward, including ADVANCE CLASS, a diverse organization that includes ANCOR.

Led by three of the original architects of the CLASS Act and current ADVANCE CLASS leaders, this session will offer an in-depth discussion of behind the scenes activity, current proposals, and how you can become effectively engaged.

  2:00 - 2:45 p.m. The Next Challenge: How Would a Change in the Federal Overtime Pay Salary Threshold Impact Front Line Supervisors?
  • Andrea Maresca, Director of Federal Policy & Strategy, National Association of Medicaid Directors (NAMD)
  • Amy Hewitt, Director, Research & Training Center on Community Living, University of Minnesota
  • Katherine Berland, Director of Government Relations, ANCOR

From the narrowing of the companionship exemption to minimum wage increases, federal and state efforts to address wage disparity for low wage earners are front and center this year. These initiatives challenge providers struggling under bare bones Medicaid rates that are rarely adjusted. The next challenge is likely to come in the form of proposed DOL rules to update the federal salary threshold that determines whether an employee receives overtime pay for working more than 40 hours a week — a proposal that will likely impact Front Line Supervisor salaries.

This panel discussion will outline the current federal salary threshold, debut the results of important new RTC on Community Living research that included FLS wages, and discuss the potential impact on federal Medicaid budgets in the wake of the Home Care Rule.

  2:00 - 2:45 p.m. Federal Housing Policy Matters – The Housing Crisis For People With Disabilities
  • Andrew Sperling, Director of Legislative Advocacy, NAMI National

As documented in the TAC 2012 "Priced Out" report, and more recently in the University of Minnesota RTC on Community Living "Understanding Community Poverty, Housing, and Disability" issue brief, the dearth of affordable, accessible housing options for people with disabilities continues to present major challenges. Unlike Medicaid and Social Security, Section 8 is not an entitlement and public housing waiting lists are long and often closed.

Also, the HUD Section 811 Project-Based Rental Assistance (PRA) program is creating new opportunities for states and local provider agencies to seek new investments in supportive housing as a community-based alternative to restrictive settings.

As providers downsize larger congregate housing to ensure community options consistent with the new HCBS rule, the relatively new HUD rental assistance subsidies are a valuable tool, but is the program sufficiently funded or flexible enough to meet the demand?

This session will examine opportunities of the new HUD program, and the disability advocacy efforts underway to address challenges.

  2:45 - 3:00 p.m. Break
  3:00 - 3:50 p.m. We Know What We Know, but We Don't Know What We Don't Know about MLTSS (or Building the Plane While Flying)
  • Gary Jessee, Deputy Director, Medicaid/CHIP Division, Texas
  • Patti Killingsworth, Asst Commissioner, Chief of Long-Term Services & Supports, State of Tennessee
  • Diane McComb, ANCOR Liaison to State Associations
  • Representatives from States implementing Managed Care

States moving to Managed Long Term Services and Supports (MLTSS) for people with disabilities are pioneering a funding vehicle no one has built or driven before. While stakeholders (CMS, states, providers, and managed care entities) know something about managed care for medical services, none of us has extensive experience in using managed care for funding long term services and supports for people with disabilities.

Providers of LTSS and people with disabilities understand person centeredness, self-direction, and meaningful non-clinical outcomes in ways others don’t; yet, we don't necessarily understand capitation. Working together, we potentially hold the key to creating successful, accountable, and visionary outcomes as states move forward with funding reforms and waiver re-writes.

States are compelled to re-design the way they support Medicaid beneficiaries to provide the right services in the amount and duration needed, for the lowest cost, including supports critical to people with disabilities. Join two state leaders with significant experience in designing and implementing supports for people with disabilities and elders considered to be among the best and a lively discussion on this controversial topic.

This is a chance to ask the questions you want to ask! This session will provide participants with an overview of what Texas and Tennessee are pursuing with regard MLTSS.

  4:00 - 5:00 p.m. ANCOR’s Advocacy Agenda: Preparing for Your Hill Visits
  5:00 - 5:45 p.m. Reception
Wednesday, November 12
  7:45 - 8:15 a.m. Continental Breakfast
  8:15 - 9:15 a.m. Keynote: Who's In, Who's Out, and What to Expect from the New Congress
  • Donna Brazile, Syndicated Columnist and Veteran Democratic Political Strategist

A former Democratic Committee Chair and current in-demand political commentator, Donna Brazile is not shy! Through humor and unique storytelling, her insights inspire and enlighten.

Be prepared to hear an insider's perspective on what to expect in the coming Congress, how the 2016 presidential race is really shaping up, and whether the action will continue to shift to the Governors' mansions and state legislatures.

  9:15 - 9:20 a.m. Break
  9:20 - 10:00 a.m. Challenging Inadequate Medicaid Rates: Why The U.S. Supreme Court Idaho Case Matters to Providers
  • Joel Hamme, Esq., Principal, Powers, Pyles, Sutter and Verville

Does the Supremacy Clause of the United States Constitution furnish an avenue for private sector providers to challenge the adequacy of Medicaid reimbursement rates in court? The 9th Circuit Federal Court of Appeals said "YES" in a case brought by a group of Idaho IDD providers, but that court's decision will now be reviewed by the U.S Supreme Court.

Why does the outcome of this case matter to providers?

With a practice that focuses on long term care, Medicare and Medicaid reimbursement, and provider licensure and certification, Mr. Hamme is one of the nation's foremost experts on provider rate litigation.

During this session, we will examine the case pending before the Supreme Court and its relationship to the CMS-proposed Medicaid equal access regulations, and address why the outcome matters to providers.

  10:00 - 11:00 a.m. Keynote: The Power of High Expectations
  • Sharon Lewis, Principal Deputy Administrator, Administration on Community Living

Sharon Lewis has worked in disability policy for more than 15 years at local, state, and national levels, and has a proven track record in championing disability issues. She has been particularly focused on ensuring that the perspective of people with disabilities and their families are central to program and policy efforts.

Well known as an effective advocate, Ms. Lewis is the recipient of numerous awards, including the "2010 Distinguished Leadership in National Disability Policy Award and the Consortium for Citizens with Disabilities."

  11:00 - 11:15 a.m. Break
  11:15 a.m. - 12:00 p.m. The ACA Employer Mandate: Crafting Practical Solutions for a Challenging Issue
  • Brad Kehr, Office of Congressman Steve Daines, followed by a panel discussion
  • Bill Dombi, Vice President for Law, National Association of Home Care & Hospice
  • Mike Hanshew, Policy Director, Consumer Direct Family of Companies
    Lunch on Your Own


Donna BrazileDonna Brazile, Political Commentator, Syndicated Columnist and Former Chair of the Democratic National Committee

Veteran Democratic political strategist Donna Brazile is an adjunct professor, author, syndicated columnist, television political commentator, Vice Chair of Voter Registration and Participation at the Democratic National Committee, and former interim National Chair of the Democratic National Committee as well as the former chair of the DNC’s Voting Rights Institute.

Aside from working for the full recovery of her beloved New Orleans, Donna Brazile's passion is encouraging young people to vote, to work within the system to strengthen it, and to run for public office. Since 2000, Ms. Brazile has lectured at over 150 colleges and universities across the country on such topics as "Inspiring Civility in American Politics," "Race Relations in the Age of Obama," "Why Diversity Matters," and "Women in American Politics: Are We There Yet?"

She first got involved at the age of nine when she worked to elect a City Council candidate who had promised to build a playground in her neighborhood; the candidate won, the swing set was installed, and a lifelong passion for political progress was ignited. Ms. Brazile worked on every presidential campaign from 1976 through 2000, when she became the first African-American to manage a presidential campaign.

Author of the best-selling memoir "Cooking with Grease: Stirring the Pots in American Politics," Ms. Brazile is currently on the board of the National Democratic Institute (NDI), the National Institute for Civil Discourse, Joint Center for Political and Economic Studies, the BlackAmericaWeb.com Relief Fund, Inc., and the Professional Diversity Network. She also serves as Co-Chair for Democrats for Public Education.



Sharon LewisSharon Lewis, Principal Deputy Administrator, Administration for Community Living (ACL) and Senior Advisor to Secretary Sebelius on Disability Policy

Sharon Lewis was appointed Principal Deputy Administrator of the Administration for Community Living and Senior Advisor to the HHS Secretary on Disability Policy in November 2013. Prior to this Sharon was the Commissioner of the Administration on Intellectual and Developmental Disabilities beginning in March 2010. Well known as an effective advocate, Sharon has a proven track record in championing disability issues. She has been particularly focused upon ensuring that that the perspective of people with disabilities and their families are central to program and policy efforts.

Sharon has worked in disability policy for more than 15 years at local, state, and national levels. She originally came to Washington, D.C. to serve as a Joseph P. Kennedy, Jr. Foundation Public Policy Fellow, working for Senator Chris Dodd’s HELP subcommittee on Children and Families. In 2007, she joined Chairman George Miller’s Education & Labor Committee staff as Senior Disability Policy Advisor, where she advised members of the Committee on disability concerns related to education, employment and healthcare.

Sharon is the recipient of numerous awards, including the 2010 Distinguished Leadership in National Disability Policy Award and the Consortium for Citizens with Disabilities. She is a parent to three daughters, including one with disability. She is a native of Michigan and a graduate of Washington University in St. Louis.


Allan I. Bergman, Founder, President & CEO of HIGH IMPACTAllan I. Bergman, President & CEO of HIGH IMPACT

Allan Bergman is an accomplished non-profit community agency and association executive, and nationally recognized thought leader in influencing the development of federal and state policy reflecting “best practice” community supports and services for persons with disabilities and their families. Allan also is a national expert in Medicaid policy and practice in primary care and long term services and supports (long term care) for children and adults with disabilities and their families and he has extensive knowledge of the Affordable Care Act.

Bergman’s career includes over 40 years of significant leadership positions within local, state and national non-profit agencies and associations and 27 years of continuous family and self-advocate leadership training in Partners in Policymaking programs across the country. He has served as the CEO of 6 non-profit organizations with annual budgets ranging from $3.0 million to $31.0 million; four at the local level in Texas, California and Illinois; one at the state level in Colorado; and, one at the national level in Alexandria, Virginia.

In 2010, Bergman founded HIGH IMPACT, a national consulting and training firm by which he provides consultation, training and technical assistance in many states throughout the country.