Programs of All-Inclusive Care for the Elderly

Schedule at a Glance

Thursday, April 28*

9:00 AM Registration
Exhibits & Networking

Continental Breakfast
10:00 AM Welcome Plenary
10:30 AM Concurrent Workshops
11:30 AM Exhibits & Networking
12:00 PM Plenary
1:15 PM Exhibits & Networking
1:45 PM Concurrent Workshops
3:15 PM Exhibits & Networking
Afternoon Snack & Beverage Break
3:45 PM Workshops & Roundtables
5:00 PM Happy Hour Reception
Heavy Hors D'oeuvres and Cash Bar
(one complimentary drink ticket provided)
6:30 PM Dinner Dine-Arounds
(participant organized)

Friday, April 29*

7:30 AM Registration
Exhibits & Networking

Continental Breakfast
8:00 AM Concurrent Workshops
9:15 AM Exhibits & Networking
Morning Coffee Break
9:30 AM Concurrent Workshops
11:00 AM Exhibits & Networking
Morning Snack & Beverage Break
11:15 AM Concurrent Workshops
12:30 AM Exhibits & Networking
12:45 PM Plenary, Awards and Closing Remarks
2:30 PM

Site Tours

* Schedule subject to change.

Highlights | Featured Speakers | Schedule at a Glance | Exhibitors | Hotel | Awards




Schedule - Thursday, April 28

Registration and exhibit hall opens. Continental breakfast served. Registration closes at 3pm. Exhibits open all day.

We are so excited to welcome our conference participants to our third annual statewide conference, still one of only a few in the country. Gather together for some inspirational remarks to kick off your conference experience.

Linda Shaw | Executive Director | North Carolina PACE Association
Aimee Reimann | Chair | North Carolina PACE Association Board of Directors
Shawn Bloom | Executive Director | National PACE Association
Jason Blaisden | Program Officer | Kate B. Reynolds Charitable Trust
Brenda Vatland | VP of Business Development | Mediture (Platinum Partner)


A PACE Primer
First time attending the conference? Are you new to PACE? Or maybe you still have questions about the history and philosophy underlying this unique care system. Join the executive directors of the state and national PACE Associations for a hearty welcome and an explanation of PACE, including how it began, a description of the model, its future role in the ever-changing world of health care … and lots more! (Psst ... you don't have to be new. It's a good refresher for the not-so-new, too!)

Shawn Bloom | Executive Director | National PACE Association
Linda Shaw | Executive Director | North Carolina PACE Association

The Leader of the Pack: Empowering Facilitators
Is your program using facilitators? Should you be? Do your meetings flow smoothly or would you like to learn more about meeting facilitation best practices?? This session is designed to develop and enhance the skills of facilitators. The definition of facilitate is "to make easy" although there is nothing easy about facilitating an interdisciplinary team of 11 professional staff members who can all have strong and differing opinions, or any other PACE team. This session will help with the understanding of group dynamics in order to enhance and refine the skills of the leader of the pack.

Cathy Kenzig | Executive Director | Senior TLC

Alternatives to Psychotropic Drug Use
As the number of participants increase, so does the challenge of treating and managing those with severe behavioral disorders (including individuals living with dementia who exhibit psychotic symptoms) who may disrupt the center and potentially cause harm to themselves or others. CMS and other national aging organization partners have called for significant decreases in the use of psychotropic drugs as the traditional easy answer to such problems in nursing homes. PACE serves the same population and faces the same challenges. We can significantly decrease use of these drugs with effective behavioral strategies to prevent agitation, aggression and apathy. Hear how an experienced geriatric psychologist has utilized these methods with nursing-home eligible individuals, and learn tips as well for "reaching the unreachable."

Paula Hartman-Stein, Ph.D. | Behavioral Health and Aging Expert | The Center for Healthy Aging

Customer Service and Communication
PACE can be a challenge for participants and their caregivers to understand, and medical settings often increase anxiety and stress. We may think we are communicating clearly, yet grievances are on the rise - and often communication is at the heart of them. Put yourself in the role of the participant, challenge yourself to experience PACE from their perspective, and improve your communication and customer service skills. This is an interactive workshop for anyone who interacts with participants, caregivers, or even your fellow staff members.

Greg Berney, MSW | Director of Patient Engagement | Cone Health


12:00-1:15 PM PLENARY LUNCHEON: Opportunity for Excellence: Embracing Organizational Change with LEAN
Organizational challenges abound in every PACE program. Programs must develop the skills and tools needed to address these challenges if we are to successfully grow our programs to serve more people while maintaining the high quality of PACE care. LEAN is a time-tested organizational development and improvement strategy that is being implemented in PACE programs throughout the country.  Tom and Justin will tell us how Rocky Mountain PACE in Colorado Springs met the challenge of growth, developed internal leadership, improved the bottom line, and enhanced participant satisfaction by embracing “LEAN” principles. Don’t miss this fun and informative presentation!

Tom Reiter | President and CEO | Rocky Mountain PACE
Justin Lewis | Vice President of Organizational Development | Rocky Mountain PACE



Payment Trends and Strategies
Increasingly, getting paid is more and more dependent upon accurate data. For Medicare, risk adjustment scores are dependent upon proper diagnoses and a thorough understanding of the new ICD-10 codes. PACE received a one year reprieve on encounter reporting, but that too is on the horizon. Challenges also loom with Medicaid rates. The traditional fee-for-service data used for comparisons are going by the wayside as states - including NC - move to managed care. Get a basic overview of payment models and learn what this all means for your program.

Shawn Bloom | Executive Director | National PACE Association
Richard O. Schamp, MD | CEO | Capstone Performance Systems

The "Other" PACE Team
We hear all the time about the IDT, and its crucial role in the PACE model. But the PACE team is much bigger than that. Come see why your job is vital, how all employees can work together to achieve results, and get some positive strokes along the way.  This will be an interactive workshop.

Ellen Smith, BS, RN | Staff Development Coordinator | PACE of the Triad

Infection Control at Home and at the Center
Controlling and preventing infection is especially challenging for PACE programs, which must focus not only on the PACE center but on the participant's home setting (including other family members) as well. Finding time to focus on this critical aspect of care and keeping up with changes in regulations and best practices is challenging, but opportunities abound to improve infection control practices that can result in better outcomes and quality of care. Speakers will present ways of preventing infections, meeting standards and finding approaches for surveillance.  The workshop will be interactive with plenty of time allowed for questions and discussions.

Natasha Donnelly, RN, MSc, PhD, PG Cert Ed. | Clinical Educator/ Infection Preventionist |Rex Rehabilitation and Nursing Care Center
Lynn Rowland | Director of Nursing | Rex Rehabilitation and Nursing Care Center
Moderator: Maureen Cavanaugh, RN, BSN | Clinical Coordinator | PACE of the Triad

Motivating Caregivers and Participants - Health Coaching
PACE programs want the best possible outcomes for their participants, and work with participants and their caregivers on a plan of care to achieve those outcomes. But the best care plan is less than effective when the participant and/or the caregiver is not motivated to follow it. Health coaching has become an important way to improve both adherence and lifestyle behaviors. Learn more about this technique from UNCG's Department of Public Health, whose Health Coaching Program recognizes the importance of integrating health coaching to promote positive behavior changes. Make the shift from trying to "fix" to motivating change from within, and you'll reduce your frustration and help achieve better outcomes.

Carol Lucas, MPH, BSN, CHES, CHC | Director | Health Coaching Programs, UNCG
Laura Bolton | Graduate Assistant | Dept. of Public Health Education, UNCG

Afternoon snack and beverage break.

3:45-5:00 PM NETWORKING ROUNDTABLES & WORKSHOPS                 

Networking Roundtables
Designed to encourage peer learning, these roundtables draw together those at the conference interested in a specific topic or discipline. Roundtable facilitators will welcome participants and facilitate the lively discussion sure to follow! Conversations may dive deeper into one topic, or range across a variety of related subjects. It all depends on you!

Administrative/Finance/HR: Anne Witt & Capstone Performance Systems
Activities/Recreational Therapists: Chelsey Lanter & Taylor Whittenton
Behavioral Health: Dr. Paula Hartman-Stein
Center Managers: Adam Hyatt
Doctors/Nurses/Aides: Self Directed
Occupational Therapists (PT & Rehab welcome too!): Cat Ballentine
Social Workers: Diana Green
Transportation: Self-directed
“Create Your Own” – don’t see one that meets your needs? We’ll have space to pull together your own group on-the-fly!

How to Successfully Prepare for a Survey
PACE programs prepare for the survey on a daily basis by having in place the policies, procedures and practices that result in high quality care. Hear what others are doing to pass their audits with flying colors, and get insight from an auditor and a national expert!

Charlotte Craig, RN, MSN | Quality Coordinator | Senior TLC
Dorothy Ginsberg | Senior PACE Consultant | Altitude Edge Consulting
Jessica McCroan | Quality Coordinator | PACE@Home
James Nicholas, MSW | PACE Unit Manager | NC DHHS, Division of Medical Assistance
Amy A. Porter, BS | Quality Assurance Coordinator | Elderhaus PACE
Adria Smith | Quality Coordinator | PACE of the Triad

Meeting the Growth Challenge (How to enroll a lot of people fast)
Growing enrollment has been a challenge for many PACE programs, further aggravated by state restrictions imposed in 2014. Until we achieve enrollment growth that exceeds the current caps, the state restrictions will remain in place. So what has worked elsewhere? Rocky Mountain PACE more than doubled their monthly enrollments to a net of 16 participants by implementing a new procedure based on LEAN principles. Learn how they did it. You'll also learn the top reasons for disenrollment in North Carolina, so we are not in a constant zero-sum game.

Tom Reiter | President and CEO | Rocky Mountain Health Care Services
Starlene Chang | Community Relations Coordinator | Piedmont Health SeniorCare

Relax and unwind after a full conference day with your colleagues, exhibitors and special guests. Enjoy heavy hors d’oeuvres and a cash bar, including one complimentary drink ticket! Musical entertainment provided by our very own April Barnes, of PACE of the Southern Piedmont, accompanied by Brenda Jarman.

Head out on your own to enjoy local restaurants. Organize impromptu groups while you are in town together for continued networking. Start a list at the registration desk if you want to meet up with others looking to form a group. Want ideas where to go? Check out the recommendations from the Durham Convention & Visitors Bureau in your conference bag.


Schedule – Friday, April 29

Registration and exhibit hall opens. Continental breakfast served. Registration closes at 11:30am. Exhibits open until 1pm.


Chronic Disease Management: Best Practices for Chronic Kidney Disease (CKD)
Chronic conditions can result in repeated, expensive hospitalizations. Medical and pharmacological experts will discuss best practices for managing chronic kidney disease (CKD) that result in better health outcomes for the participant (including prevention of end stage renal disease) and better financial outcomes for the PACE program.

Leighann Sauls RN, CDN | Technical Consultant | Alliant Health Solutions
Lauren Steffen, PharmD | Clinical Pharmacy Liaison | CareKinesis
Moderator: Ellen Smith, BS, RN | Staff Development Coordinator | PACE of the Triad

The Exercise Challenge: Opportunities to Increase Physical Activity and Overall Health
Exercise that is beneficial to your health doesn't have to mean pumping iron or running marathons. Movement, any physical movement that increases blood flow, will improve the distribution of vital nutrients, remove cellular breakdown products and thereby reduce morbidity and mortality (22%) from the very expensive degenerative diseases such as heart disease and dementia disorders. That’s good news for our frail elderly participants who are especially vulnerable to a sedentary lifestyle. This presentation will examine a different approach to "exercise" helping programs design and implement programs that can represent better health for participants and a cost saving for all.

Richard A. Hand, PT | Founder and Chairperson | Treadwell Corporation
Gerald B. Collins, MBA | CEO | Treadwell Corporation
Moderator: Marsha Fretwell, MD | Former Medical Director, Elderhaus PACE

Effective Communication Strategies for Dementia/Alzheimer's
Communication is more than just talking and listening - it is also about sending and receiving messages through attitude, tone of voice, facial expressions and body language. As people with Alzheimer's disease and other dementias progress in their journey and the ability to use words is lost, providers and caregivers need new ways to connect. Learn how to decode the verbal and behavioral messages delivered by someone with dementia, and identify strategies to help you connect and communicate at each stage of the disease. Includes a helpful handout of practical tips to use in your day to day work.

Karen H. Owens, MSW, LCSW | Education and Family Services Manager |
Alzheimer's Association Western Carolina Chapter

PACE Diversification: Challenge and Opportunity
PACE organizations throughout the nation are exploring the possibility of "unbundling" services and creating new payer relationships that will expand seniors' access to integrated medical care and long term services and supports while also generating additional income for the program. In NC, decisions about how to address LTSS in the newly reformed Medicaid system are on the horizon, providing a golden opportunity for our PACE programs to explore diversification. Hear about ideas and strategies from other states and learn about the many possibilities and challenges so we will be ready to answer the opportunity knocking at our doors!

Shawn Bloom | Executive Director | National PACE Association

Morning beverage break.


Addressing the Spiritual Needs of Your Participants
Spiritual care is integral to care of participants and their families, and to care of ourselves. Learn more about the role of a chaplain, how it differs from a minister, and how Senior TLC's chaplain integrates pastoral care, skills and interventions into his work. For those who do not have a chaplain on staff, what resources are there for addressing spiritual needs at different stages of adult development? Share what others have done and what has worked in your program.

Joe Floyd | Chaplain/Driver | Senior TLC
Mitzi Redmond | Geriatric Nurse Practitioner | Senior TLC
Moderator: Cathy Kenzig | Executive Director | Senior TLC

Reenergizing Your Quality Program
Do you sometimes feel like your program is more focused on failings than successes? Are you more annoyed by Quality than interested in participating in it? Do you feel like you give great care, but don't necessarily see the connection between that and quality indicators? Are you tired of your QAPI begging you for data? If so, it may be time to re-energize your quality program. Originally presented at the 2015 NPA conference, this workshop was uniformly rated by those from NC as one the best sessions they attended. Don't miss the opportunity to gain new enthusiasm, understanding and ownership of your quality program, no matter your role.

Bridget Hartnett | Director of Quality and Compliance | LIFE Pittsburgh

Opportunity: Increasing Family and Participant Satisfaction with Onboarding                              
It is a challenge to explain PACE to families and potential participants, and an even bigger challenge to bring them into the culture of the PACE program. The unique structure and approach to care is unlike any they’ve experienced. And in the short run, the positives of PACE (really, no extra charges at all?!) may not outweigh the perceived negatives (what do you mean I can’t see my old doctor?!). Lacking a thorough understanding of the program can result in serious dissatisfaction, higher participant costs, and potential disenrollments. Onboarding - a best practice from business - can help PACE programs improve satisfaction levels. Onboarding begins with pre-enrollment and continues through the first six months of enrollment. It involves communicating information, making connections and relationships, and motivating participants and their caregivers. Successful on-boarding can create advocates among participants and caregivers that are invaluable in supporting PACE. Learn the practices and strategies that can influence health care users and result in reduced health care costs and improved outcomes.

Tom Reiter | President and CEO | Rocky Mountain PACE
Joan Arasta | Caregiver | Patient & Family Engagement Council, Randolph Hospital

Behavioral Wellness: A Challenge of “All-inclusive” Care (Part I)
Integrating primary and behavioral health care is a challenge for all providers, but especially for PACE which is responsible for all-inclusive care. There is no doubt that mental and physical health are intertwined, but few programs have staff with mental health expertise. Primary and direct care staff may not always recognize a behavioral health issue and its powerful impact on physical health. As a result, participant care as well as the program’s success may suffer. In this two-part workshop, PACE staff will learn how to better identify and incorporate “behavioral wellness” into plans of care for the benefit of all. In Part 1, geriatric psychologist Dr. Paula Hartman-Stein will cover the basics of integrated behavioral health care for older adults, similar to the training she conducts for primary care and behavioral health providers through the University of Massachusetts Medical School. This will be a highly interactive workshops, so come with your problems, questions and ideas!

Paula Hartman-Stein, Ph.D. | Behavioral Health and Aging Expert | The Center for Healthy Aging

Late morning snack and beverage break.


The Perils and Pitfalls of Care Planning: Tales from the Battle Field
A care plan that encompasses the right care for the right person at the right place and time and for the right reason is essential, but how do you develop it? This workshop will focus on care planning that includes participant autonomy, function, dignity, and comfort based on open communication, respect, self-awareness and interdisciplinary team consensus. Learn from 3 case histories of participants that demonstrates what happens when care planning goes well - and when it does not. Discussion will include developing Specific, Measurable, Achievable, Realistic, Time (sensitive) SMART goals. We’ll consider questions such as: are we developing care plan goals that are SMART given the psychosocial realities of our participants? What happens to plans and planning in the "heat of the battle" of providing participant care to meet care plan goals?

John Ferguson, LCSW | Social Worker | Piedmont Health SeniorCare

The Challenge of Attracting and Retaining Staff 
Attracting professional staff to the PACE team can be challenging, as this is not the traditional health care delivery model. How do you view your current staff and identify key critical skill-sets? What tools have you used to develop the ideal structure for the next 3-5 years? What are the skillsets that are needed to help you achieve your 3-5 strategic plan? Do you hire from the outside? Do you have the capacity to develop your "high potential" employees from within? And what about retention of existing staff all across the employee spectrum? Staff turnover drains valuable resources in hiring and training new people. It can also be disruptive to participants. Learn how Organizational Excellence can help with the development of existing staff and set the vision and plan for the future. Get advice and tricks of the trade from a PACE leader with 20 years of Human Resources, Organization Development and Management experience.

Justin Lewis | Vice President of Organizational Development | Rocky Mountain PACE

Meeting End-of-Life Challenges
Dealing with death is an important- and inevitable - aspect of care for all PACE programs, for participants and their families/caregivers and for PACE staff themselves. Providing the best and most appropriate care in this final stage of life is challenging, and many PACE staff remain uncomfortable providing end of life care. How do we meet the needs of people at the end of life? How do we determine if and when hospice or other partners should be called in, and how does that arrangement work? Hear from one of the state's largest hospice programs, and from a PACE program which is establishing a process for addressing end-of-life. Learn about other resources available through the National PACE Association's End Of Life Task Force.

Peter A. Brunnick, CPA | President & CEO | Hospice & Palliative Care Charlotte Region
Robert Smith, MD | Medical Director | Hospice & Palliative Care Charlotte Region
Sharon A. Reilly, MD | Medical Director | Piedmont Health SeniorCare

Behavioral Wellness: A Challenge of “All-inclusive” Care (Part 2)
Integrating primary and behavioral health care is a challenge for all providers, but especially for PACE which is responsible for all-inclusive care. There is no doubt that mental and physical health are intertwined, but few programs have staff with mental health expertise. Primary and direct care staff may not always recognize a behavioral health issue and its powerful impact on physical health. As a result, participant care as well as the program’s success may suffer. In this two-part workshop, PACE staff will learn how to better identify and incorporate “behavioral wellness” into plans of care for the benefit of all. In this second workshop, watch Dr. Hartman-Stein in action with various older adults in an out-patient setting. Her presentation draws upon her 30 years of direct care experience using evidence- based treatments for common concerns in the geriatric population. This will be a highly interactive workshops, so come with your problems, questions and ideas!

Paula Hartman-Stein, Ph.D. | Behavioral Health and Aging Expert | The Center for Healthy Aging

Last chance to visit our partners and exhibitors!

12:45-2:30 PM PLENARY LUNCHEON: PACE Challenges and Opportunities in a Changing Health Care World
In his first year as Secretary of the NC Department of Health and Human Services, Rick Brajer is leading the envisioning and implementation of a new Medicaid system for the state. Hear the latest on Medicaid reform, his thoughts on the future of long term services and supports for a growing aging population, and how he sees PACE fitting into the new Medicaid landscape. We’ll also hear from national expert Shawn Bloom, who will share lessons learned from other states that have incorporated PACE and Medicaid managed care to help us identify the challenges and opportunities for PACE in North Carolina.

Rick Brajer | Secretary | North Carolina Department of Health & Human Services
Shawn Bloom | Executive Director | National PACE Association

2:30-4:30 PM SITE TOURS
Conclude your conference experience with a site tour to one of our North Carolina PACE sites. Pre-registration for a site tour is required. If you are driving yourself, we will see you there! Those utilizing transportation, please meet in the hotel lobby. Note that the return time to the hotel is an estimate, based on travel and other factors.

Senior CommUnity Care of North Carolina
4022 Stirrup Creek Drive, Ste. 315| Durham, NC | 27703 | 919-425-3001

Piedmont Health SeniorCare
163 Chatham Business Drive | Pittsboro, NC | 27312 | 919-545-7337