August 23, 2024
Join us for the annual AzNHA Conference for Arizona’s in-home care community! Our theme for this year’s conference is “Ready for a Seat at the Table?“
Schedule
Featuring educational sessions plus time for connecting with colleagues and partners on the information, tools and services that will help build the capacity of your in-home care company.
General Session Information
Latest Legal Developments Impacting the Home Care Industry
Please join employment attorney Angelo Spinola for a summary of the most significant legal trends and updates impacting your agency. He will also review recent industry specific employment practices being targeted in new lawsuits and the actions owners can take to better protect their agencies from litigation and DOL investigations.
JOY JOLT: Ignite Your Agency Culture with Purpose
Home Care Professionals are often drained of energy. That will not change because the responsibility of caring for others, workforce issues and changing regulations affect even the strongest teams. But that low energy can creep into your culture and negatively affect your clients. So how do home care teams stay energized, productive and engaged? Elevate the motivator behind the energy: Joy. Not just a feel-good work, Joy ignites purpose and propels teams to serve at their highest level. Like a big mug of morning coffee, Kathy Parry provides a jolt of power to ignite your joy and tactics to transform your culture into one that leads with joyful purpose.
Learning Objectives:
- Understand the three reasons why teams lose purpose and revert to negativity or incivility in the workplace.
- Learn how to ignite a culture of joyful purpose by implementing three specific practices.
- Discover how prioritizing team mental and physical health will increase engagement, productivity and retention.
Key Findings & Trends from the 2024 Home Care Industry Benchmarking Report
For 15 years, Activated Insights (formerly HomeCare Pulse) has been collecting crucial business insights from long-term and post-acute care providers across the nation to create an industry standard for business owners to benchmark their performance, identify national and states trends and learn from experts. Join us for an insightful closing session with Louie Frank, Activated Insight’s Chief Revenue Officer as he shares top findings, trends, opportunities, and threats facing the home care industry in: Sales and Marketing; Recruitment and Retention; Training; Finance; Operations and Customer/Employee Experience. Take away ideas to grow your business in 2025 and emerge as a leader in Arizona’s In-home care industry.
Concurrent Session Information
Attendees will be able to choose to attend one of these sessions. Bring your team so you can access all the information that will be covered!
Paying for Long-term Care
In this insightful session, Sandy Messer, BS, CMP, CLDP will review the options for paying for long term care, including Veterans Aid & Attendance and ALTCS. She will also discuss the common misunderstandings and pitfalls of both options as well as unique options that making getting these benefits even more beneficial. Time-permitting, Sandy will share actual case studies. Come prepared with those burning questions you and your clients may have about paying for Long-term Care.
Manning the Crow’s Nest – Using Relevant Metrics and KPIs to Drive Achievement of Agency Objectives
Achieving agency success, or even just survival, is more complex than ever. The main goals – providing excellent client care, achieving growth, and optimizing financial results, are inescapably intertwined. However, it is inefficient to review and react to reams of data to determine which areas require attention to accomplish agency objectives. In this interactive presentation by Phil Feldman, CPA, he will discuss how to identify relevant metrics and KPIs (Key Performance Indicators), based on agency objectives and environment, that can be used to impact behaviors needed to achieve those goals. Areas that will be addressed include: Agency mission – strategic priorities; using published benchmarks as comparators – concerns and solutions; Functional dependencies for agency success – impacts of different departments on each other; Financial Department – why is it important and where it fits; Metrics to address these measures; Client Satisfaction; Operations metrics – staffing; Revenue cycle management metrics and Financial metrics.
Building Strong Partnerships: Enhancing Home Care through Collaboration with Geriatric Case Managers
Join Barbara Applegate, MSW, ACSW, an esteemed geriatric care manager and author of the Amazon bestseller “A Compassionate Journey: A Definitive guide to providing Effective Loving care for your Aging Parent,” for an enlightening session on the power of collaboration in home care. You’ll gain relevant insights into the vital role of geriatric care managers and home care providers. Drawing from her extensive professional experience and the comprehensive resources in her book, Barbara will guide attendees through practical strategies on how the combined efforts of care managers and care providers can significantly improve the quality of effective, loving care delivered to elderly patients.
Learning Objectives:
1. Understand the Critical and Complementary Roles of geriatric care managers and home care providers in ensuring comprehensive patient care.
2. Specific tools and techniques for seamlesscommunication and coordination between caregivers and healthcare providers.
3. How to create detailed, integrated care plans that address all aspects of an elderly patient’s health and well-being.
4. Strategies for setting and aligning goals between family and professional caregivers to achieve optimal patient outcomes.
5. How shared resources and networks can enhance care quality and provide additional support.
Speaker Information
Listed alphabetically by last name. Click on a speaker’s photo to visit their company’s website.
Barbara Applegate
A.G.E. Consultants
Barbara Applegate, MSW, ACSW has spent over 35 years in the field of eldercare and their families. She knows how stressful providing care to you elderly family members can be. She has written a book to help you on this compassionate journey. She will provide guidance to how to care effectively and loving care for your aging parent.
Phil Feldman
Sandata Technologies
Phil Feldman, CPA is a Certified Public Accountant with over twenty years of experience with progressively increasing responsibility in operational and financial managementfor national home healthcare agencies. Phil is presently National Director of Revenue Cycle Management at Sandata Technologies, LLC, where his role is to provide thought leadership, education, and support to Sandata and the Home Care and I/DD industries in the area of Revenue Cycle Management, and to educate the provider community about the Sandata RCM business unit that provides end-to-end revenue cycle management services to home care and I/DD agencies to improve their revenue and cash flow. Prior to Sandata, Phil worked with a very large multi-state adult and pediatric home care agency as Vice President, Operations and then as Vice President of Payer Contracting and Legislative Affairs. Phil began his healthcare career with a large national home healthcare agency, where he held Corporate financial operations and operational support positions. Phil has served on the Executive Board of the Home Care and Hospice Association of New Jersey, as well as Chair of the Medicaid Work Group, and on the Finance and Government Affairs Committees, as well as the Government Affairs Committee of Pennsylvania Home Care Association. He is recipient of the Carol J. Kientz Member of the Year Award from HCA NJ. Phil currently serves on the AHHC NC Insurance and Managed Care Committee.
Louie Frank
Activated Insights
(formerly HCP)
Louie Frank is an accomplished revenue and marketing leader with over a decade of experience in the healthcare and technology sectors. Currently serving as the Chief Revenue Officer at Home Care Pulse, Louie has a proven track record of driving growth and innovation. Prior to this, he held key leadership roles at Vanco, including Chief Marketing Officer and Chief Revenue Officer. His extensive experience also includes senior marketing positions at ABILITY Network, where he specialized in digital marketing. Louie is based in the Greater Minneapolis-St. Paul area where he lives with his wife and two children.
Sandy Messer
Long Term Assurance
Sandy Messer, BS, CMP, CLDP started her career in corporate accounting in 1994 and worked for the next 15 years in various areas of accounting including tax preparation and estate planning. In 2009, Sandy relocated to Arizona and began working with her husband, Mike, doing placement in their CarePatrol franchise until they sold in 2017. It was during those early years that Sandy saw the serious need for long-term care financial planning. Determining the best way to truly help families was to start her own company, Long Term Assurance. Sandy became an Accredited Agent of the Veterans Administration in January of 2013 and began assisting Veterans and their families to navigate the complex VA. After working with thousands of families to successfully receive Aid and Attendance or VA Disability benefits many of Sandy’s clients needed additional direction as they approached Medicaid. Sandy became a Certified Medicaid Planner and shortly after a Certified Legal Document Preparer to expand her ability to help families who now needed ALTCS and legal documents like the Miller Trust, Power of Attorney, and Personal Services Contracts. Sandy and her team at Long Term Assurance have successfully helped over 5,000 families receive the benefits they need and to be able to have the assurance they can pay for their care for the long term!
Kathy Parry
Corporate Energy Expert
A recognized authority in personal energy, productivity, and resilience, Kathy Parry activates positive changes for professional leaders. Prior to launching her own speaking and training business Kathy was a trainer for a super-regional bank on their merger and acquisition team. In this role, she helped others integrate new technology and transition through organizational transformation. But it was personal and devastating news about her fourth child that led Ms. Parry to a career where she empowers others to become more resilient and energized. It was this role as a caregiver, that led Kathy to her work with senior living and healthcare professionals. Ms. Parry also had the privilege of working with homecare and hospice professionals during her daughter’s life. Kathy helps professionals plan for resilience to positively move through disruptive circumstances. Attendees leave her sessions with an action list to power-up their lives and create positive mindsets towards change. Kathy holds degrees in Business and Food Management from Miami University, a Certification in Plant Based Nutrition from T.Colin Campbell Program at eCornell University and a QualityCare Certification from the Alzheimer’s Association She holds the designation of Certified Speaking Professional (CSP) from the National Speakers Association and speaks at events nationwide. Ms. Parry has authored six books and is the creator of Power UP and Perform course for senior living professionals.
Watch a special message from Kathy!
Angelo Spinola
Polsinelli Law Firm
With two decades of legal experience, Angelo Spinola focuses his practice on employment litigation with a special interest in the home health, home care and hospice industry. Bringing a wide breadth of knowledge across the health care spectrum, he works with an array of home-based care clients, including Fortune 500 organizations and franchisors, small businesses, and franchisees across multiple industries. Additionally, Angelo works closely with private equity firms and investment groups with respect to labor and employment issues that may arise during acquisitions and activities in these sectors. Angelo partners with attorneys in Polsinelli’s Health Care, Corporate and Transactional, and Franchise practices to build coalitions that bring a deep bench of experience and industry knowledge to his clients in the home health, home care and hospice industry. Leveraging technology to better serve clients, Angelo utilizes innovative legal technology platforms designed specifically for franchise systems and home health, home care and hospice clients. The platforms serve as a source for industry information and substantive legal resources where employers have direct access to the tools, documents and knowledge needed to reduce their legal spend as their business needs grow throughout the corporate lifecycle and franchise process. Angelo also utilizes client portals to share confidential, proprietary client documents to allow clients and him to seamlessly manage matters or case-specific documents. Angelo regularly represents employers across the United States in class actions brought under the Fair Labor Standards Act and state wage and hour laws.
