Programs of All-Inclusive Care for the Elderly

2014 Speakers

PLENARY SPEAKERS

TEEPA SNOW Teepa Snow is an occupational therapist currently working as a dementia care and dementia education specialist. She has an independent practice. She has clinical appointments with Duke University's School of Nursing and UNC-Chapel Hill’s School of Medicine. She provides educational and training sessions to organizations and providers throughout the US & Canada. She lectures for gerontology and health professional programs at colleges and universities across the continent. She works closely with a variety of dementia specialty service providers in both nations to develop, improve, and optimize programs and services to people living with dementia, their care partners, and family members. Additionally, she works with individuals and support systems to help problem solve challenging situations.

Teepa has over 33 years of experience in geriatrics. Previously, she served as the education director and lead trainer for the Eastern NC Chapter of the Alzheimer’s Association. She has also been a program director and an instructor for community college and a clinical associate professor at UNC's School of Medicine, Program on Aging. She has a strong and varied clinical background. She was the OT director in a head injury facility, a clinical specialist in geriatrics at a Veteran's Administration Medical Center and has worked as a restorative care coordinator for long term care facilities, as well as providing direct care in community, home health, long term care, assisted living, and rehabilitation settings. She has worked collaboratively to conduct clinical research in a variety of settings and on a variety of geriatric topics throughout her career.

Teepa is originally from West Virginia and Pennsylvania area. She attended Duke University as an undergraduate and graduated with a major in zoology. She then received her MS degree from the University of North Carolina in Chapel Hill in Occupational Therapy. Since that time she has lived in central North Carolina.

Teepa is a Fellow of the American Occupational Therapy Association. She has developed multiple training videos, published many articles, and presents all across the continent on a variety of topics and to a wide variety of audiences.

SHAWN BLOOM is the President and CEO of the National PACE Association (NPA), an organization that represents 101 operating PACE sites and approximately 40 additional health care organizations in various stages of PACE site development.  Since joining NPA in (1999), the number of PACE locations has grown from about 16 to over 100 in 31 states.

Prior to assuming the role of President and CEO with NPA, Shawn spent 5 years as the Executive Director of the Missouri Association of Homes for the Aging (MoAHA), which represented over 100 not-for-profit long-term health care and housing facilities in the state of Missouri.  Shawn previously worked in the Policy and Governmental Affairs Division of the American Association of Homes and Services for the Aging (AAHSA) – now called leading Age - in Washington, D.C.-based trade association that represents not-for-profit long-term health and housing services for the aging.  Shawn received his B.S. in biochemistry and gerontology from Kansas State University and his M.S. in long term care at the University of North Texas, Center for Studies in Aging.  Shawn began his career in the field working as a nursing home Certified Nurse Aide in high school and college.   

KAREN McNEILL- MILLER is the president of the Kate B. Reynolds Charitable Trust in Winston-Salem, NC.   Founded in 1947, the Trust’s mission is to improve the quality of life and the quality of health for financially needy North Carolinians.  Since Karen’s arrival in 2006, she has moved the Trust away from a traditional charity model to a dynamic, strategic philanthropic model focused on long-term impact.

Prior to joining the Trust, Karen spent 16 years with the Center for Creative Leadership, an international leadership development and research, nonprofit organization headquartered in Greensboro, NC.

While there she developed expertise in individual and organizational leadership development, succession planning, team building, diversity, executive coaching, leading change and transitions, and strategic thinking. has trained executives from the world’s major companies in twenty-four countries.

Karen is a former special education teacher and head of the Piedmont School, an independent school for children with learning differences.  She has her undergraduate and master’s degrees from the University of North Carolina at Greensboro and her doctorate from Vanderbilt University. Karen is active within the nonprofit community serving as a board member for many organizations, including the North Carolina Center for Public Policy Research, North Carolina Institute of Medicine, CEDPA (Centre for Development and Population Activities), and Southeastern Council on Foundations.

DENNIS STREETS is the director of the North Carolina Division of Aging and Adult Services (DAAS). He was appointed by the Secretary of Health and Human Services in February 2006, after serving as the chief of the DAAS Budget, Planning, and Systems Support Section. He has worked at the Division since 1996. Streets has devoted his career towards working in the field of aging and adult services. His other work experience includes government service with the Division of Social Services and the Triangle Area Agency on Aging; time spent in the private sector as the executive director of The Evergreens, Inc, a non-profit long-term care organization, and as a professional relations representative with Blue Cross and Blue Shield of North Carolina; and time spent as coordinator of the Center for Aging Research and Educational Services at the UNC-Chapel Hill School of Social Work.

He was co-editor of the book The Field of Adult Services, published in 1995. He has received many honors including being the recipient of the 2012 Presidential Award of the NC Association on Aging, the 2008 Jim Long Outstanding SHIIP Service Award from the North Carolina Department of Insurance, 2007 Jane Kennedy Excellence in Aging Award of the Southeastern Association of Area Agencies on Aging and the 2000 Executive Leader the Year Award of the NC Association on Aging. Streets earned his BA in Political Science, a Masters in Public Health (with a concentration in Health Administration and Policy), and a Masters in the Arts of Teaching from the University of North Carolina at Chapel Hill. He is also a licensed nursing home administrator. He lives in Chatham County with his wife, Dawn, who is a middle school teacher, and his two sons, Clark and Matt.

SANDY TERRELL Sandy is a registered nurse and now serves as Director of the Division of Medical Assistance for the NC Department of Health and Human Services, responsible for the state’s $13 billion Medicaid program. 
   

WORKSHOP PRESENTERS

TEDRA ANDERSON-BROWN, M.D. is an Assistant Medical Director for Alliance Behavioral Healthcare Managed Care Organization (MCO) which serves Durham, Wake, Cumberland, and Johnston Counties. She earned a BS in Zoology at Duke and her Doctorate of Medicine degree from Duke University School of Medicine in 1991. She completed her residency training in General Psychiatry at Duke University Medical Center and then a fellowship in Addiction Psychiatry through Duke and the Durham VA Medical Center. She is board certified in both General and Addiction Psychiatry. Dr. Anderson-Brown was previously employed as an Addiction Psychiatrist at the RJ Blackley Alcohol and Drug Abuse Treatment Center (ADATC) in Butner, NC and at Value Options as a peer advisor. She is a member of the American Psychiatric Association, the American Academy of Addiction Psychiatrists and the North Carolina Psychiatric Association. She works closely with the CCNC Network Behavioral Health Psychiatrists and other professionals in the community.

SUSAN CADIGAN  has worked as Dietician at LIFE St. Joseph of the Pines for the past three years and has held similar positions for over  ten years at both the Womack Army Medical Center and Rainey Memorial Hospital. Susan received her Masters of Science and her B.S. in Human Nutrition and Foods at the University of Maine at Orono. 

TIM CLONTZ, FACHE, is the Executive Vice President, Health Services of Cone Health, a not-for-profit health system based in Greensboro, NC with six hospitals and over 100 locations in the Triad.  He is responsible for non-acute institutional services across the continuum of care:  skilled nursing facilities, a continuing care retirement community, several small health care business units, medical office properties, MedCenter operations, construction management and physician recruitment. Tim serves as the Cone Health senior representative on the Board of Directors of PACE of the Southern Piedmont (Chairman); PACE of the Triad; StayWell Senior Care, Advanced Home Care, Inc. (Chairman); Call-A-Nurse and Guilford Adult Health, Inc.  Tim was the inaugural Board Chair of the North Carolina PACE Association and serves on the National PACE Association’s Public Policy and Education Committees.  He is a Fellow of the American College of Healthcare Executives.  Tim obtained a baccalaureate degree from UNC-Chapel Hill and has an MHA from Duke University.

VALENCIA COVINGTON, M.D. is the Medical Director of PACE of the Southern Piedmont in Charlotte. She is a graduate of Johnson C Smith University and the University of North Carolina at Chapel Hill. Dr. Covington completed her residency at Duke Medical Center and at Cape Fear Regional Medical Center in family practice. She is board certified in quality assurance, and has experience in family medicine, community health and inpatient medicine.
ESOSA DICKEY is a Speech-Language Pathologist licensed by the NC State Board of Examiners for SLPs and Audiologists. She holds a BS degree in Biology and Chemistry as well as a Master of Education degree in Communication Disorders. Esosa’s clinical experience ranges from pediatric dysphagia to neurological impairments in adult and geriatric populations in all settings of healthcare. This has served well in her role as Program Manager for the past 7 years and led to her current pursuit of a MBA in Healthcare Management and Operations. Esosa is employed by Genesis Healthcare and serves as Speech-Language Pathologist for PACE of the Triad in Greensboro, NC.

DR. MARSHA D. FRETWELL, M.D. was the first Medical Director and Attending Physician of Elderhaus PACE, North Carolina’s first PACE program. She is a graduate of the University of Virginia and received her medical degree with honors at the Medical College of Cornell University in New York City. She completed her residency and a fellowship in geriatric medicine at the University of Washington in Seattle. She established a Geriatric Education and Research Program at Brown University. Upon moving to Wilmington, NC Dr. Fretwell established a solo practice in geriatric medicine and joined the Board of Elderhaus Day Care Center, where she was instrumental in bringing PACE to Wilmington and North Carolina. Now retired from practice and living in Asheville, she serves on the NPA Board of Directors and recently received that entity’s Judy Baskins Volunteer Leadership Award.

JAMES GRAHAM is Executive Director of PACE of the Piedmont in Charlotte, NC, a joint venture led by Moses Cone Health System, Advanced Home Care, Wellspring Retirement Communities, and Hospice and Palliative Care of the Charlotte Region. Previously Jim held a variety of positions over the course of twenty years at Trilogy Behavioral Healthcare in Illinois, culminating in the role of CEO. In 2005 he was elected President of the Illinois Behavioral Healthcare Association after serving as Secretary. Jim is the Policy Committee Chairman of the NC PACE Association and also serves on that committee for NPA. Jim holds a Masters of Science in Psychology and Community Mental Health from Western Illinois University and a B.A. in hard sciences from Wabash College.
RISA HANAU is a Licensed Clinical Social Worker with a Masters’ of Social Work from the University of Pennsylvania.  Risa has worked with hospices since 1993 and with Hospice and Palliative Care of Greensboro (HPCG) since 2004.  She has served as an HPCG Community Bereavement Counselor and a Community Educator and currently as Vice President of Clinical Services.  In her current role, Risa’s portfolio includes the Counseling & Education Center, Kids Path, Support Services Department, Complementary and Alternative Medicine program, the Referral Center and the Palliative Medicine Team.  Risa is a seasoned presenter and teacher in the area of end-of-life and ethics.

STEVE HESS is General Manager of Virtual OfficeWare’s PACE Business Unit. He is responsible for providing strategic analysis and management for the planning of the Premier Life, VOW’s PACE product line and service offerings, ensuring solutions offered meet the changing needs of the PACE market. Prior to VOW Steve served as Vice President of Immanuel’s Home and Community Based Services, developing, managing and participating in the operations of all home and community based services. He has been involved in the development of PACE since 2006. He established the very first PACE site in the state of Nebraska and another site in Iowa.

ANNETTE KISER, MSN, RN, NE-BC is the Interim Executive Director with The Carolinas Center for Hospice & End of Life Care.  She has 28 years of hospice experience working with community-based hospice programs in various management positions involving clinical services, quality and compliance.  She currently serves on NHPCO’s Regulatory Committee and the Palmetto GBA Hospice Coalition.  Using her in-depth knowledge of regulatory and compliance issues affecting hospices, Annette presents programs at the state and national levels to educate hospice and palliative care staff on compliance and quality topics.

DAWN LILLARD, RN is a member of the Geriatric Adult Specialty Team of Therapeutic Alternatives, Inc. which serves several counties surrounding Charlotte.  She has over 25 years of psychiatric nursing experience. 

BRIANNE MARTINDALE graduated in 2009 from UNC-Greensboro with a MS in Recreation, Tourism, and Hospitality Management with a Concentration in Therapeutic Recreation.  She is licensed by the North Carolina Board of Recreational Therapy Licensure and certified by the National Council for Therapeutic Recreation Certification.  After graduating, Brianne has worked exclusively with older adults in both a residential and community setting.  She has worked previously as the Recreation Therapist for Piedmont Health SeniorCare and is currently the Recreation Therapist at PACE of the Triad in Greensboro.

MARY ALICE MIREK, RN is Director of Home Care services for Well Care in Wilmington, NC.  Mary Alice began as a private duty home care nurse with Well Care Home Care in 2006 and then served as a supervisory nurse before being promoted to a clinical team leader, and then to her current position as Director of Home Care services. Under her leadership, the agency has experienced growth in tough economic and regulatory times.

ELAINE NOSAL has been an Occupational Therapist for 25 years.  She practiced in community mental health, in an outpatient work injuries setting, in Long Term Acute Care and in skilled nursing facilities. She is a clinical instructor and has been invited to speak to OT students on a variety of topics including OT Dementia approaches, OT and ADLs, and OT in work re- entry.  She is a requested speaker on worker safety and health maintenance.  She is currently a staff member at PACE of the Triad and a caregiver.

KAREN OLDHAM, B.S.  Karen Oldham began working with Volunteers of America in February of 2012 as the Executive Director of VOANS Senior Community Care of North Carolina, Inc. The program became a permanent PACE provider on July 1, 2013 and serves in Wake, Durham and Granville counties as North Carolina’s eighth PACE program.  Previously, Ms. Oldham worked with St. Joseph of the Pines to open the third PACE program in the state in 2011, LIFE St. Joseph of the Pines, in Fayetteville, NC. 

JANET PENNELL, MSW, LCSW has worked with older adults since 1989 when she graduated with an undergraduate degree (at Appalachian State University) in Psychology with a concentration in Gerontology.  Since that time, her varied career has focused on older adults struggling with loss of independence, depression, anxiety, or other mental illnesses.  She educates families on various disease processes that are common to aging and assists them with the related caregiving issues that can often lead to health decline and depression. Janet has taught college courses in Aging, Death and Dying. She continues to serve older adults and their families with PACE of the Triad as a Social Worker. 

MARY LYNN PIVEN received her undergraduate degree in nursing from the University of North Carolina at Greensboro; a Masters’ degree in Psychiatric Mental Health Nursing from the University of Maryland at Baltimore; and a Ph.D. in Gerontologic Nursing from the University of Iowa in 2003. Last year, she completed a post-masters certificate from the University of Kansas to become a Psychiatric Mental Health Nurse Practitioner. She honed her psychiatric nursing skills in her positions at Johns Hopkins and the University of Iowa, working with older adults with chronic psychiatric disorders and chronic medical illness. For the last 15 years Dr. Piven has focused her clinical and research interest on the detection and appropriate management of depression and dementia across settings as well as the behavioral, emotional and psychosocial needs of older adults. She joined the UNC-Chapel Hill School of Nursing in 2005.  As a clinical associate professor, she teaches individual/group/family therapy in the Psychiatric Nurse Practitioner Program and continues as an active clinician with a small therapy practice serving older adults. Dr. Piven received a 2010 HRSA grant for an innovative academic community partnership disseminating an evidence based practice, Healthy IDEAS for Depression. This program has demonstrated success improving the access and quality of mental health care available to poor, rural older adults and receives funding from the Kate B. Reynolds Charitable Trust.

MARIANNE RATCLIFFE joined Piedmont Health Services, Inc. in 2006 to lead the development of Piedmont Health Senior Care, one of two pilot PACE sites in NC and one of fifteen rural Programs of All Inclusive Care for the Elderly (PACE) funded through the Centers for Medicare and Medicaid Services (CMS) Rural Pace Provider grant initiative. Ms. Ratcliffe expanded the program’s service territory in 2009, and built a second PACE site in 2013.  Today, the program serves residents of Alamance, Caswell, Orange, Lee, and Chatham counties through its two sites in Burlington and Pittsboro.  Prior to assuming the Executive Directorship of PHSC, Ms. Ratcliffe worked in the North Carolina philanthropy sector on public health and vulnerable populations programming, serving as a program officer for both the Kate B. Reynolds Charitable Trust and the Blue Cross Blue Shield of NC Foundation.  Ms. Ratcliffe holds a master’s degree in healthcare administration from UNC Chapel Hill. She currently serves as the vice-chair for the NC PACE Association.

AIMEE REIMANN is COO of United Church Homes and Services headquartered in Newton, NC. She spearheaded UCHS’ first PACE program (Carolina SeniorCare) in 2012.  Recently her efforts have been focused on new PACE services in Forsyth, Stokes, and Yadkin counties as well as expansion of Carolina SeniorCare in Beaufort, Carteret, Craven and Pamlico Counties in Eastern North Carolina.
LARRY REINHART is the Chief Operating Officer of Elderhaus, a nonprofit adult day care center, and founding program director of Elderhaus PACE, the first PACE program to open in North Carolina. He is Chairman of the NC PACE Association Board of Directors.

URSULA ROBINSON was hired as the first Executive Director of PACE of Guilford and Rockingham Counties, Inc. (PACE of the Triad) in January 2010.  Prior to PACE, Mrs. Robinson was employed with Hospice and Palliative Care of Greensboro for 18 years.  Over her career at Hospice, Robinson served in progressive leadership roles including Director of Support Services, Director of Clinical Services and Vice-President of Clinical Services.  Mrs. Robinson currently serves as an instructor at Duke Divinity School’s Care for African Americans at End of Life Project and is the Chair of the Guilford County Department of Social Services’ Board of Directors.  Mrs. Robinson earned a master’s degree in Health Care Administration from Pfeiffer University and a master’s degree in Social Work from the University of North Carolina at Chapel Hill.  Her bachelor degree is in Social Work from the University of North Carolina at Greensboro.  Mrs. Robinson is licensed as a Clinical Social Worker in North Carolina.

MICHELLE ROSEMAN has been Chief Executive Officer of the Palliative Care Center and Hospice of Catawba Valley since 2007, founded in 1979 by volunteers dedicated to providing end-of-life care for patients and families residing in Catawba County and the surrounding region of North Carolina. Prior to this position Michelle served as Executive Director of Abernathy Laurels in Newton, NC. She has an M.B.A. in Health Care Administration from Gardner-Webb University, and a B.S. in Psychology and Health Education from the same institution.

LANE SARVER has over 45 years of experience in affordable housing. He holds a BA in Sociology from Louisiana State University, a Masters of Regional Planning from the University of North Carolina at Chapel Hill, and a Masters of International Housing and Social Change from the London School of Economics. Lane serves on the North Carolina Interagency Council for Coordinating Homeless Programs and is recognized as a leading figure in affordable housing throughout North Carolina.

ELLEN C. SCHNEIDER has a graduate certificate in aging from UNC-CH and a B.S and MBA from Penn State University. Her experience includes research scientist at the UNC Center for Health Promotion and Disease Prevention and currently the Carolina Geriatric Education Center. Ellen is an active member and leader of NC Mental Health, Substance Use and Aging Coalition.

SEAN SCHREIBER is the Director of Clinical Operations for Alliance Behavioral Healthcare in Durham, North Carolina, overseeing clinical operations in a managed care setting. Previously Sean worked for eight years focusing on business development and service expansion. He received his M.S.Ed. in Counseling Psychology from Saint Bonaventure University and his B.S. in Psychology from the University of Pittsburgh.

KIM A. SCHWARTZ has served as the Chief Executive Officer of Roanoke Chowan Community Health Center since June 2005.  Kim received her MA degree in Counseling Education, Multicultural Honors, from the University of New Mexico in 1996.  Prior to her current role with RCCHC, Kim served as CEO for the Guidance Center of Lea County in Hobbs, New Mexico (a comprehensive community mental health center that expanded into primary care as an FQHC Look-Alike under Kim’s leadership. Kim has practiced as a licensed psycho-therapist and her professional passions include the integration of behavioral health and primary care and telehealth remote patient monitoring.

LINDA SHAW was named the NC PACE Association’s first Executive Director in October 2012. She has held many nonprofit management leadership positions, both as staff and board, including over a decade as Executive Director of the NC Low Income Housing Coalition. She has extensive experience in rural economic development and was Vice President and Senior Community Development Officer at Wachovia Bank.  Ms. Shaw holds an MSW from the University of Kentucky and an undergraduate degree from UNC-Chapel Hill.

DR. SCOTT SHELDON is Medical Director of Carolina SeniorCare, a home and community-based services program of United Church Homes and Services (UCHS), which serves Davidson, Rowan, Davie and Iredell Counties. Prior to this position, he served as staff physician and later as Medical Director of a PACE Program in Chattanooga, Tennessee, where he learned the importance of building relationships and trust with family members and patients. He graduated from Mercer University in Georgia, completed a Residency Program in Internal Medicine at the University of Tennessee, Chattanooga Unit, and completed a Fellowship in Geriatric Medicine at Wake Forest Baptist Medical Center in Winston-Salem, NC.  Dr. Sheldon is one of fewer than 7000 fellowship trained, board certified geriatric physicians in the United States.

ELLEN HIPP SMITH has been a registered nurse for more than 30 years. She brings to PACE experience in multiple practice settings and several nursing specialties. She has worked with older adults most of her nursing career. These experiences have enabled her to serve with dedication and distinction as Center Manager during the planning phase and early years of PACE of the Triad.

DR. VIRGINIA H. TEMPLETON, M.D. is Executive Director of Memory Care, a unique organization in Asheville NC that provides specialized care for older adults with memory loss and their caregivers. She holds an adjunct faculty appointment from UNC School of Medicine and is committed to education of professionals and others in the community about healthy aging. Dr. Templeton often presents to caregivers on the importance of caring for themselves in order to care for others.

SHERRY THOMAS, BSN, MPH has worked in home care for 33 years - as a visiting nurse, supervisor, manager and Director. She was instrumental in starting both a large in-home aide waiver program in NC and a large, hospital based home health agency. Over the years she has taught numerous education classes for home care staff. She is currently the Senior Executive Vice President for the Association for Home & Hospice Care of NC where she advises agencies in NC and SC on policies and regulations and oversees provider education. Sherry was a Johnston Nursing Scholar at the University of NC at Chapel Hill, was inducted into Sigma Theta Tau, the Honor Society of Nursing, and has received several industry awards over the years.

JOHN TUCKER, MHA Palmetto Health Senior Consulting (PHSC) has been with PHSC since 1996 and assisted more than thirty current PACE programs achieve PACE provider status.  John has conducted PACE feasibility studies and business plans for health care organizations across the country; assisted in preparing more than thirty (30) PACE federal Provider Applications, and continues to work with multiple health care organizations across the nation in PACE development activities.

BARBARA BARTIS VAUGHAN is a Licensed Professional Counselor in private practice in Greensboro, NC, specializing in Grief and Loss. Barbara and her family moved in with her mother, “Yiayia” (Greek for grandmother) as they called her, in 1998 when her children were 1 and 3 years of age.  At that time, Yiayia was just beginning to show signs of wear.  Helen was diagnosed with Alzheimer’s in 2001.  Barbara and her family, with the help of many angels, cared for her mother until this past July when she was promoted to Heaven.

GREGG WARREN has served as President and Executive Director of DHIC since 1985.  DHIC has established a reputation as an innovative, productive developer of affordable housing in the Triangle area. Award-winning properties provide stable, quality housing for residents and exemplary homeownership education programs provide clients with long term success. Prior to DHIC, Gregg spent six years in state government distributing housing and community development funds and providing technical assistance to smaller towns and counties across North Carolina.  He also worked as the founding Executive Director of the Chatham Housing Authority and as a housing planner for Triangle J Council of Government.

MICHELLE WHITE, MSN, BSN, RN is the Director of HomeCare Providers and Alamance CARES, a division of Alamance Regional Medical Center/Cone Health. Michelle has worked on various projects with the Association of Home and Hospice Care.  She recently wrote the curriculum for the Personal and Home Care Aide State Training (PHCAST) for the NC Foundation of Advanced Health Programs. She is a clinical instructor at the University of North Carolina at Chapel Hill School of Nursing and for Alamance County. 

KAY ZWAN is the Center Manager of Elderhaus PACE in Wilmington, the first PACE program to open in North Carolina. She is an expert on PACE rules and regulations and generously shares her knowledge with the broader community. She is a strong advocate for persons with disabilities, and was previously employed by the disAbility Resource Center. Kay also worked in pharmaceutical sales for Glaxo Smith Kline for many years prior to coming to PACE.