Pre-Conference: Employment First Provider Transformation - Getting Ahead of the Curve ($125.00 fee in addition to registration)
- Rachel Pollock, COO, Job Path Inc.
- Sara Genevieve “Genni” Sasnett, Consultant, Institute for Community Inclusion (ICI) at the University of Massachusetts Boston
- Dale Verstegen, Senior Research Associate, TransCen, Inc.
- Moderator: Richard Davis, Policy Advisor, Office of Disability Employment Policy (ODEP), U.S. Department of Labor
In light of recent developments in Federal public policy and the civil rights legal framework opportunity we are in, provider transformation is a critical element in systems-change. For organizations interested in diversifying their services to provide expanded community-based options for individuals with significant disabilities, this session is for you! Come learn about investments of the Office of Disability Employment Policy to provide community rehabilitation providers access to high-quality technical assistance, training and ongoing coaching from executives who understand the level of complexity involved and effective strategies for model conversion from facility-based work or day habilitation centers.
The pre-conference session is intended to provide highly interactive technical assistance and informational resources to ANCOR members who are looking to accelerate their own organization’s transformation efforts, and offer strategies for how providers can engage in productive ways with state-led Employment First initiatives and implementation of various recent Federal policy regulations.
The presentation will include an overview of recent developments in Federal policy, trends in state Employment First initiatives, and ODEP’s Employment First State Leadership Mentoring Program will be shared. Then, the majority of the session will involve a highly-interactive, hands-on coaching session and breakout discussions with three national subject matter experts in the area of provider transformation. Participants will learn about new strategies related to funding diversification; organizational mapping and benchmarking; mission alignment and executive/leadership development; staff modeling, professional development in effective practices, and incentives; forecasting, budget modeling, and performance measurement. After discussing some key strategies for each of these areas of provider transformation, the subject matter experts will facilitate an interactive group exercise led by provider leaders who have received technical assistance under the EFSLMP or who are providing TA to other providers under EFSLMP to ignite organizational change.
Pre-Conference: Responding to the Department of Labor Overtime Exemption Threshold Rule ($125.00 fee in addition to registration)
- John Gilliland, II, Senior Counsel, Gilliland, Maguire, and Harper, PC
- Eileen Maguire, Gilliland, Maguire, and Harper, PC
- Katherine Berland, Director of Public Policy, ANCOR
As the current administration wraps up, the Department of Labor has issued several significant regulations and guidance, including the proposed rule that seeks to more than double the threshold for overtime exemptions available for front-line supervisors and other employees of provider agencies. The clock is ticking for providers to assess the impact and make changes to comply, and the rule is expected as early as the spring of 2016!
Join this informative session that will bring together top wage and hour experts to provide a comprehensive overview of current law, proposed changes, their impact, as well as put them in the broader context of other significant guidance on joint employment, independent contractors, and the home care rule. Additionally, session participants will do a deep dive into the work that ANCOR has spearheaded on the S.O.S. (Save Our Services): Funding the Future of Disability Services Campaign, and take away tools to use to advocate for the long-term funding of disability supports.
ANCOR Foundation Renee Pietrangelo Leadership Forum: Leadership Strategies - Shifting the Paradigm ($125.00 fee in addition to registration)
- Thomas E. Pomeranz, Ed.D., President and CEO, Universal LifeStiles, LLC
People tend to resist management but are inspired by leadership. Thus, the ability of managers to minimize the use of positional authority and exercise personal power to create unity and solidify collegial relationships is critical.
Back by popular demand, with an extended time slot, Tom Pomeranz will focus on the critical need for agency leaders to utilize their skills of personal power to facilitate the major changes that provider agencies are facing in light of today’s regulatory climate, technological advances, and cultural shifts. He will detail specific suggestions regarding how managers/supervisors and clinicians can enhance their personal power and increase their effectiveness in implementing change.
If you lead an organization, or hope to, there is no better time for this session. Attendees will walk away with better understanding of: the qualities of a good leader; how change can help one achieve goals; and how to recognize conflict, resolve it and work as a member of a team.
The ANCOR Foundation is proud to sponsor this Renee Pietrangelo Leadership Forum.
Medicaid Power Panel
- Dan Berland, Director of Federal Policy, National Association of State Directors of Developmental Disabilities Services (NASDDDS)
- Suzanne Scrutton, Partner, VORYS and Vice Chair of Publications, American Health Lawyers
- Rodney L. Whitlock, Vice President, Health Policy, ML Strategies, LLC
Are you curious about how Medicaid is functioning in other states? Are there successful pilots that are making their way to you? What will the Medicaid program look like in 10 years? Join the discussion with experts from the Medicaid Power Panel to find out more.
The Medicaid program is constantly evolving both at the state and federal level. Join legal, state, and federal experts to discuss what changes are coming down the pike, how states are handling present changes, and thoughts about what the program will look like in the future. Panelists will also share how policies geared towards access to community services have impacted Medicaid law and how to use this information in your state to ensure individuals are getting access to quality community services. Don’t miss out on the power of the Medicaid power panel!
The Power of Collaboration to Build Quality and Sustain a Skilled Workforce
- Evelyn Alvarez-Richards, Vice President, HeartShare Human Services
- Peg Gould, Director of Special Projects, UCP of NYC and The VISIONS Center for Creative Management
Working together, four organizations built and achieved accreditation for a training series that focuses on quality outcomes. The trainings enable direct support supervisors to train and mentor their Direct Support Professional (DSP) staff with the aim of enhancing quality outcomes for individuals. The series is based on national core competencies and incorporates CQL and CMS quality standards. The Collaborative, which earned a 2015 Moving Mountains awards for its ground-breaking work, includes opportunities for emerging leaders to devise quality innovations and to interact with decision makers to build long term capacity for the agencies.
The learning objectives of this session are to:
- Share how a powerful Collaboration can be formed;
- Share the importance of developing direct support supervisors as a component of developing and training quality DSPs, and
- Offer ideas of how to develop emerging leaders for your organization.
Grassroots 2.0: Recruiting Advocates and Maximizing Local Impact
- Mike Grady, Owner/Principal – Strategic Advocacy Group
Not-for-profit organizations have numerous tools at their disposal to affect policy. Accessing and developing those tools takes organization and collaboration. Grassroots 2.0 aims to help attendees identify and develop these tools, maximize collaboration, and establish a systemized and structured (top down and bottom up) statewide advocacy approach that incorporates both traditional (e.g., executives, staff, individuals and families) and non-traditional partners (e.g., schools, faith based groups and small businesses).
This session, brought to you by IARF, will share how to:
- Maximize local media resources to enhance their grassroots advocacy;
- Acquire the skills necessary to engage new community members to join their grassroots networks; and
- Become familiar with the electoral process and the ways in which elected officials can be held accountable
Using Outcome-based Data for Improving Service Quality and Monitoring
- Mary Kay Rizzolo, President & CEO, The Council on Quality and Leadership (CQL)
- Trina Sieling, Director of Staff Development, Trinity
In its latest iteration, the Personal Outcome Measures (POMs)® is broken out into three primary categories: My Self, My World, and My Dreams. Under these three categories are a total of 21 indicators linked to key personalized outcomes for individuals with I/DD accessing publically-funded services and supports. Although quality and outcomes are highly individualized, the POM has established an interview tool and protocol that has been found to be a valid and reliable way to measure achieved outcomes.
The purpose of this presentation is to introduce the audience to the POMs tool, review the past 20 years of POMs data, offer insights into potential changes over that time period, and introduce new data to identify relationships between outcomes and key demographic information such as decision-making authority, residential placement, funding type, etc. The presentation will also highlight the personal outcomes screening tool (POST) and give examples of how outcomes data can promote systems change at the provider level.
Litigation in the Land Of Lincoln: Implications for ICF-ID Services Nationwide?
- Josh Evans, Vice President of Government Relations, IARF
- Roxolana Kozyckyj, Policy Analyst, IARF
After an unusually turbulent legal process (and that’s a high bar!), five years ago a federal court approved a consent decree that required the state of Illinois to assess and offer every person receiving services in an ICF-ID to be offered a waiver slot in the community. Join Josh Evans, Vice President of Government Relations, and Roxolana Kozyckyj, Policy Analyst, Illinois Association of Rehabilitation Facilities (IARF), for an insider’s perspective on why the Ligas case at one point was even “decertified” as a class action suit, what the parties and intervenors eventually agreed to, and how the decree has impacted services. Given recent whisperings of ICF-ID litigation in at least one other state, the lessons learned from the Illinois case are particularly relevant.
Shared Living: Operational and Legal Considerations
- Bob Baker, Vice President of Operations, Keystone Human Services
- Dave Toeniskoetter, President and CEO, Dungarvin, Inc.
Back by popular demand! ANCOR members walk participants through the legal and practical ramifications and considerations in developing, maintaining and growing shared living opportunities for people with intellectual and developmental disabilities and autism.
Transitioning from Sheltered Workshops: The Elephant in the Room, “Culture Change”
- Allan I. Bergman, CEO, HIGH IMPACT Mission-based Consulting & Training
Many states are exploring ways to close the front door to sheltered workshops and sub-minimum wage as the HCBS Settings rule, the Workforce Innovation and Opportunity Act (WIOA) and Olmstead settlements require systems change. You and your board of directors are developing strategic plans for community integrated services and supports; however, you will not succeed without managing these significant transitions for each of your employees during a time of high stress and ambiguity. In this session, Allan I. Bergman will provide a framework for managing the transitions successfully.
From this session, participants will be able to:
- Learn the concerns of your staff in systems change strategy;
- Create an environment that appreciates anxiety, fear and ambiguity;
- Recognize the symptoms of a culture that is resisting the change.
- Develop proactive strategies to address the concerns;
- Recognize the stages of the “culture change” process;
- Admit that you do not have all of the answers, and, many more useful hints to develop an organizational transition plan with adequate resources to support it.
Keep Calm and Manage Care On!
- Shelly Chandler, Executive Director, Iowa Association of Community Providers (Iowa)
- Lori Feldkamp, CEO Big Lakes Developmental Center (Kansas)
- Richard Hernandez, Dir. of Government Relations, ResCare - Central & Southwest Regions (Texas)
- Diane McComb, ANCOR Liaison with State Associations (Moderator)
Is your state moving at the speed of light to re-configure the way it funds Medicaid services? Are you primed to respond to changes with agility? Are you a leader in your state’s discussions about the opportunities under the implementation of the Affordable Care Act (ACA)? Are our valued guiding principles for person-centeredness and self-direction at risk in a managed care framework?
Medicaid programs across the country are under attack by state legislatures and Congress. 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. This session will provide participants with an understanding of what states are implementing with regard to funding vehicles for long term services and supports for people with disabilities.
Join ANCOR members from Kansas, Iowa, and Texas for a look at what managed long term supports and services look like as they are rolled out in these three states using very different approaches.
Leveling the Playing Field: Improving Technology Access and Design for People with Intellectual Disabilities
- Susan Axelrod, Founding Chair of Citizens United for Research in Epilepsy and President’s Committee for People with Intellectual Disabilities (PCPID) Citizen Member Appointee
- Lisa Pugh, Public Policy Director at Disability Rights Wisconsin and PCPID Citizen Member Appointee
- Mike Strautmanis, Vice President of Civic Engagement at The Barack Obama Foundation and PCPID Citizen Member Appointee
The President's Committee for People with Intellectual Disabilities (PCPID) serves in an advisory capacity to the President of the United States of America and the U.S. Secretary of Health and Human Services on matters relating to individuals with intellectual disabilities (ID). In 2015, they offered a report to the President with a two-fold goal:
- To increase the cognitive accessibility of technology that is part of the fabric of everyday lives and strengthen federal policies to ensure that people with ID have equal access to everyday technology, and
- To increase the availability, quality, and affodability of cognitive support technologies through policies, practices, development, and research.
Hear directly from members of PCPID about the Report, its findings and recommendations, and how they see a new generation of technologies continue to redefine how we all live, grow, and excel.
House of Rates: Getting to Know Rate Setting Inside Out
- Stephen Pawlowski, Vice President , Burns & Associates, Inc.
- Shane Spotts, Principal, Health Management Associates
- Ken Lovan, Senior Vice President of Government Relations, ResCare (Moderator)
These days, it seems like solutions to how to improve our sector all point to rate setting and how providers are reimbursed for the quality services they strive to provide. ANCOR has committed as one of its top priorities in 2016 to spotlight how payer utilization of service assessment tools for resource allocation is impacting services and sharing positive strategies to improve existing practices. This panel continues ANCOR’s commitment to real conversations and solutions around rate setting methodologies, tools, and practices. Top advisors from consultant firms Health Management Associates and Burns & Associates will share how they interface with states on rate setting models and give insight into these complex partnerships.
Creating Shared Living Services: Looking at it from a State Perspective
- Mary Lee Fay, Executive Director, National Association of State Directors of Developmental Disabilities Services (NASDDDS)
Mary Lee Fay, Executive Director of NASDDDS will provide an overview of shared living and other “relationship-based” services and report on strategies that states are using to begin or expand these options. Participants will learn about Shared Living, Supported Living and Supports in the family home and how states are working to begin or increase these service options.
The CMS HCBS Settings Rule: A Toolkit for Service Providers
- Laura Brackin, President, CEO, Brackin & Associates, LLC
Service providers continue to struggle to understand the impact of the Home and Community-Based (HCBS) Settings Rule on existing models of service delivery. This session will discuss the choice, integration, rights, and person-centered planning components of the rule.
This session will focus on four important components of the rule: (1) the rights of persons to privacy, dignity, respect and freedom from coercion; (2) the need for optimization of individual initiative, autonomy, and independence in making life choices; (3) the criteria that settings are integrated in and support access to the greater community; and (4) the person-centered planning mandate.
Participants will gain insight into how to conduct a policy crosswalk; learn best practices for ensuring choice and community integration; see examples of how individual rights can be unintentionally violated; and learn strategies for supporting the person-centered planning process. Tools and checklists that providers can use to assess program compliance and identify needed changes will be shared.
Moving from a Service-Based to Outcome-Based Approach – Managed Long-Term Care
- Jesse Smathers, NC Innovations Technical Director, Smoky Mountain Center
- Chris Wolf, Owner, TIL Consulting
There is a national movement towards a healthcare system that pays for value instead of volume for the Managed Long Term Supports and Services (MLTSS) of the disabled long-term care (LTC) population. The volume-driven Fee-for-Service payment system is being replaced with pay-for-performance and care management initiatives, including performance-based contracting to providers and MCO's. The ability to track and analyze outcomes is critical to the success of these initiatives. Join us to learn more about using basic data analytics to improve outcomes. Guest speakers will include practitioners with years of experience in outcome-based managed care, Medicaid waiver programs, and analytic tools in use today.
Audiences will gain a deeper insight into:
- Focusing on outcomes in a person-centered model of managed care
- Shifting from current practices to using outcomes - how it changes staff perspective, actions and care plan goals
- Reducing costs through outcome analytics
PACE Pilots: An Update
- Peter Fitzgerald, EVP, Policy and Strategy, National PACE Association
- Angela King, President and CEO, Volunteers of America of Texas
The Program of All-Inclusive Care for the Elderly (PACE) offers a model for integrating support and care that, through a proposed pilot, could soon be adapted to serve people with intellectual and developmental disabilities. If the pilot's coordination, delivery system and payment models are well designed, it offers great promise to support independence, enhance quality of life and improved quality of care.
The audience can expect to learn:
- What is the status of the potential for a PACE pilot to serve people with intellectual and developmental disabilities?
- How would supports, services and care be delivered and coordinated in the model?
- How would the pilots support consumer choice and independence?
- What quality measures are being developed for the pilot?
- What payment options are being considered for the pilot?
- What are the next steps for the pilot?
Integrated Quality Management Approach: Make HCBS Rule Work for You!
- Caitlin Bailey, Research Director, National Leadership Consortium on Developmental Disabilities
- Julie Bershadsky, Senior Research Specialist, Human Services Research Institute
- Marian Frattarola-Saulino, Co-Founder and CEO, Values Into Action
A new and inclusive approach to eliciting, organizing, measuring, analyzing and aligning individual outcomes to organizational practices and to state and national regulations and standards from the perspective of people most affected by measurement.
As a result of attending this session, participants will be able to:
- Explain the IQMA process and how it can be facilitated in organizations
- Discuss needs, barriers and opportunities for outcome development and measurement
- Develop ideas about measuring provider level outcomes and approaches to ensure those outcomes are meaningful to people most affected by them, person centered as well as aligned with regulatory requirements.
Additionally, they will have:
- Acquired tools to begin to assess the alignment between their organization’s mission, policies, practices, state and federal regulatory requirements (particularly around the HCBS rule), measurement practices and outcomes to understand the processes and practices that lead to differences between vision/ regulations and outcomes.
- A better understanding of the policies, practices, supports and measurement strategies that not only ensure compliance with state and federal regulations but more importantly meet the wants and needs of people using supports.
National Core Indicators’ (NCI) 2014 Staff Stability Survey: DSP Workforce Stability and Quality
- Dorothy Hiersteiner, Research Associate and NCI Project Coordinator, Human Services Research Institute
NCI has long provided policy-makers with valid and reliable data that can serve to improve the quality of services and supports. To that end, NCI developed and implemented the new NCI Staff Stability Survey to assess state-by-state DSP workforce staffing levels, stability, wages, benefits and recruitment/retention strategies.
The DSP workforce experiences high rates of instability including high turnover and vacancy rates. The quality of life of individuals with ID/DD in the service system is inextricably linked to the quality and stability of those who are paid to support them. Although some states have taken strides to address the instability of the DSP workforce, there is a lack of reliable, comprehensive data to aid in these efforts. To address this need for data, National Core Indicators developed a Staff Stability Survey to help states collect critical information on the DSP workforce.
This presentation will look at the National Core Indicators Staff Stability Survey 2014, specifically:
- The development of the survey tool and how the survey tool works (who is surveyed, what information is collected)
- Selected results from the 2014 Survey Cycle
- How the information can inform policy and program development
Risk, Regulation and Legal Ramifications: What you need to know to protect your mission
- Chris Lyons, Senior Director and Counsel, AIM Services, Inc.
- John Rose, Vice-President, SEFCU Insurance Agency
We live in a very litigious society, replete with regulatory oversight particularly in the field of I/DD. Provider organizations are continually challenged with ensuring compliance while pursuing their missions. Mandates sans Coverture continue to burden organizations financially, yet being the chameleons that provider organizations tend to be, they adapt to the ever-changing environment in order to provide quality outcomes for the people that they support.
This session will provide the audience with information and tools they need to ensure that their organization will be able to successfully address potential risk threats due to operational deficiencies, environmental disasters, regulatory compliance like "reportable incidents" and supporting individual choice, as well as properly defending potential lawsuits as a result of negligence.
Implementing "The Rule of 7 (Preservation Practices)", organizations will be able to identify and implement measures to improve their organizational effectiveness while mitigating risk potential. Topics of discussion will include elements of Crisis Management, Risk Management, Liability Management, Incident Management and Organizational Management.
ANCOR Government Relations Committee Update: What’s Happening in Washington, DC?
- Katherine Berland, Director of Public Policy, ANCOR
- Esmé Grant Grewal, Senior Director of Government Relations, ANCOR
- Al Guida, Guide Consulting
- Doris Parfaite-Claude, Government Relations Manager, ANCOR
This is an open meeting to discuss the priorities, objectives, and achievements of ANCOR’s Government Relations team and Committee as well as look at a comprehensive overview of federal policy priorities, challenges, and opportunities.
Join ANCOR’s Government Relations team as well as ANCOR’s external federal lobbyist to take a dive into the major federal policies that impact community providers of disability services. This session will provide a fun and helpful review of all of the current issues you need to be aware of direct from Washington, DC in key policy areas like Medicaid, Social Security, housing, and labor. The session’s goal is to arm you with the information and strategies you need to continue to provide quality and consistent services to people with disabilities. This session is welcome to everyone whether or not you are a member of the Government Relations Committee so come one, come all!