Meeting Materials

On this page you will find a variety of presentations and handouts associated with the 2010 Grantee National Meeting in Alexandria, Virginia.

The objectives of the 2010 Grantee National meeting were to:

Increase grantees' knowledge of successful strategies to propel their ADRC, CLP, and VD-HCBS programs towards fully functioning status;

Showcase best practices and promote peer-to-peer exchange;

Build workforce capacity for managing core components of the models such as participant-direction and options counseling; and

Encourage broad and successful partnerships for achieving sustainable reform of the long-term services and supports system.

General Materials

• Event Program: (Word) or (PDF)
• Participant List: (Word) or (PDF)
• Speaker Bios: (Word) or (PDF)

"Excellence In Action" Awards Material

• Information about Awards Process and Nominees
• Press Release from AoA about "Excellence in Action" Award Winners: (PDF)
• Looping PowerPoint of visual materials from submissions: (PDF)

Background Materials and TAE Training Handouts from Exhibit Table

• TAE Brochure: (PDF)
• Community Living Program Fact Sheet: (PDF)
• Veteran Directed Home and Community-Based Services (VD-HCBS): Frequently Asked Questions: (Word) or (PDF)
• VD-HCBS Provider Agreements and the VD-HCBS Readiness Review Process (PowerPoint) or (PDF)
• ADRC Overview (PDF) or (Word)
• Social Marketing Topic Overview (PDF) or (Word)
• Sustainability Topic Overview (PDF) or (Word)
• Options Counseling Topic Overview (PDF) or (Word)
• Partnership Topic Overview (PDF) or (Word)
• Marketing To and Serving Private Pay Consumers (PDF) or (Word)

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Monday, February 22nd, 2010

• Lori Gerhard – Director of Office of Planning and Policy Development, Administration on Aging
• John Wren – Deputy Assistant Secretary for Policy and Management, Administration on Aging
• Bob Hornyak – Director of Office of Core Programs, Administration on Aging
• Dan Schoeps – Director, Purchased Long-Term Care Group, Veterans Health Administration

• Dan Schoeps – Director, Purchased Long-Term Care Group, Veterans Health Administration
• Patrick Brady – Coordinator for Purchased Long-Term Care Reimbursement, Veterans Health Administration

• Joseph Lugo – Aging Services Program Specialist, Administration on Aging
• Jim Wironen – Director of Product Development, National Resource Center for Participant-Directed Services
• Casey Sanders - National Resource Center for Participant-Directed Services
• Mark Sciegaj - Senior Consultant for Training and Research, National Resource Center for Participant-Directed Services
• Jane Vujovich – CLP Project Manager, Minnesota Department of Human Services

Presentations
Integration of Consumer-Directed Services into MN’s Home & Community-Based Service System(PowerPoint) or (PDF)

• Lori Gerhard – Director of Office of Planning and Policy Development, Administration on Aging
• Tim Engelhardt – Senior Consultant, The Lewin Group and Technical Assistance Exchange
• Heain Choi – Community Care Program Director, VA New Jersey Health Care System
• Joanne Fetzko – Executive Director, Somerset County Office on Aging
• Sherri DeLoof - HCBC Program Coordinator, Battle Creek VA Medical Center
• Peggy Brey - Deputy Director, Michigan Office of Services to the Aging

• Suzanne Crisp – Director of Program Design and Implementation, National Resource Center for Participant-Directed Services
• Heather Johnson – Consultant, Massachusetts and Vermont ADRC/CLP/VD-HCBS
• Debby Ellis – Administrator, Arkansas Department of Human Services, Division of Aging & Adult Services

• Sandra Barrett – Consultant, National Resource Center for Participant-Directed Services
• Linda Velgouse – Aging Services Program Specialist, Administration on Aging
• Patrick Brady – Coordinator for Purchased Long-Term Care Reimbursement, Veterans Health Administration
• Joseph Zimmerman – Strategic Planner, VISN12
• Michael Romano – Director, Oneida County Office for Aging & Continuing Care

Presentations
VD-HCBS Provider Agreements and the VD-HCBS Readiness Review Process (PowerPoint) or (PDF)

Handouts
Readiness Review to Deliver VD-HCBS (Word) or (PDF)

• Mollie Murphy – FMS Director, National Resource Center for Participant-Directed Services

Presentations
An Introduction to Financial Management Services in Consumer-Directed Programs – Basic (PowerPoint) or (PDF)
An Introduction to Financial Management Services in Consumer-Directed Programs - Advanced (PowerPoint) or (PDF)

Handouts
Starting a Financial Management System (PDF)

• Tim Engelhardt – Senior Consultant, The Lewin Group and Technical Assistance Exchange
• Dianne Kayala – Director of New Initiatives, National Resource Center for Participant-Directed Services

Tuesday, February 23rd, 2010

• John Wren – Deputy Assistant Secretary for Policy and Management, Administration on Aging
• Kathy Greenlee – Assistant Secretary for Aging, Administration on Aging

• Amy Berman - Program Officer, John A. Hartford Foundation
• Eric Coleman, MD, MPH - Professor of Medicine: Divisions of Health Care Policy and Research and Geriatric Medicine at the University of Colorado Denver, Director of Care Transitions Program
• Alan Stevens, MD - Director of Scientific Investigator Development, Professor: Department of Medicine; Scott & White Healthcare, Texas A&M University Health Science Center
• Richard McGhee - Executive Director, Central Texas Aging and Disability Resource Center/AAA

Presentations
Coaching Older Adults to Assert a More Active Role During Transitions: The Care Transitions Intervention (PDF)
The Central Texas ADRC and Community Living Program (PowerPoint) or (PDF)

• Shannon Skowronski – Aging Services Program Specialist, Administration on Aging
• Katie Maslow – Associate Director, Alzheimer’s Association Public Policy Office
• Dianne Kayala – Director of New Initiatives, National Resource Center for Participant-Directed Services
• Marty Ford – Director of Legal Advocacy, The Arc and UCP Public Policy Collaboration

Presentations
Cognitive Disabilities and Long-Term Care Systems Change (PowerPoint) or (PDF)
Identifying and Serving People with Cognitive Impairment Due to Dementia (PowerPoint) or (PDF)
Traumatic Brain Injuries (PowerPoint) or (PDF)

Handouts
Accomodations for Individuals with Brain Injury (JPG)

• Lauren O’Reilly – Research Consultant, The Lewin Group/Technical Assistance Exchange
• Vicky Abdella – Director of Community Services, Area Agency on Aging District 7; Ohio
• Rita Pauley — Planning and Development Manager, Area Agency on Aging District 7; Ohio
• Kristen Longmore – Executive Director, ElderOptions, Florida

Presentations
Maximizing Existing Software to Track CLP Activities (PowerPoint)
Implementation of Refernet: Florida’s Statewide Information and Referral System (PowerPoint) or (PDF)
Information Technology: Lessons Learned and Resources (PowerPoint)
Streamlining Access: ADRC Strategies, Progress and Lessons Learned (PowerPoint)
Streamlining Access to Benefits (PowerPoint)

Handouts
SAMS Agency Summary from Ohio (PDF)
Consumer Direction Module Handout from NRCPDS

• Greg Link – Aging Services Program Specialist, Administration on Aging
• Jill Kagan – Chair, National Respite Coalition
• Julie Miller – Programs & Planning Division Chief, Alabama Department of Senior Services
• Patricia Bordie – Grants Coordinator for Access & Intake Division, Texas Department of Aging and Disability Services

Presentations
Lifespan Respite: Ensuring Access to Respite Services for all Caregivers (PowerPoint) or (PDF)

• Kip Brown, Research Consultant, The Lewin Group
• Kim Grier - Livable Communities Specialist, Georgia Department of Human Services
• Cara Pellino - Support Options Counselor, Atlanta Regional Commission
• Karen Nelson - ADRC Aging Services Specialist, Northwest Georgia Regional Commission/AAA

Presentations
Innovations from Georgia’s CLP and ADRC: Creating and Sustaining a Modernized Long-Term Care System (PowerPoint) or (PDF)

• Elizabeth Leef – Aging Services Program Specialist, Administration on Aging
• John Wren – Deputy Assistant Secretary for Policy and Management, Administration on Aging
• Henry Claypool – Director, Department of Health and Human Services’ Office on Disability
• AoA Regional Administrators

"Excellence In Action" Awards Material

• Information about Awards Process and Nominees
• Press Release from AoA about "Excellence in Action" Award Winners: (PDF)
• Looping PowerPoint of visual materials from submissions: (PowerPoint), (PDF)

• Kip Brown, Research Consultant, The Lewin Group
• Linda Dreyer - Oregon Department of Human Services, Seniors & People with Disabilities
• Carrie Molke - Quality Unit Supervisor, Office for Resource Center Development, Wisconsin Department of Health Services
• Debra Lipson - Senior Researcher, Mathematica Policy Research, Inc.

Presentations
Using QI Methods to Guide Real System Changes (PowerPoint) or (PDF)
Using Data to Assess Quality Improvement Results (PowerPoint) or (PDF)
Quality Improvement Methods to Guide Real Systems Change (PowerPoint) or (PDF)

Handouts
Oregon's Example: Implement a Person-Centered Hospital Discharge Model (Word) or (PDF)
Wisconsin Example: Improve ADRC Customore Satisfaction, Improve "Guidance Domain" Scores (Word) or (PDF)

• Christina Neill Bowen – Independent Consultant, The Lewin Group / Technical Assistance Exchange
• Deborah Merrill – Senior Policy Advisor, National Association of State Units on Aging

Presentations
Interactive Workshop: Reaching and Serving Private Pay (PowerPoint) or (PDF)

Handouts
Logic Model for Building Capacity to Serve Private Pay Consumers (Word) or (PDF)
Information & Assistance and Options Counseling in Wisconsin ADRCs: Domains of Customer Satisfaction & Quality Indicators (Word) or (PDF)

• Jeffrey Keilson – Vice President and Consultant, Advocates, Inc.; Massachusetts
• Christine Alessandro – Executive Director, BayPath Elder Services, Inc.; Massachusetts
• Casey Sanders – National Resource Center for Participant-Directed Services
• Thomas Wilson – VD-HCBS Consultant, Area Agency on Aging of Central Texas

Presentations
Empowering the Consumer: Agency Transition to Person-Centered Planning and Participant Direction for Elders __(PowerPoint) or (PDF)
Transition to Participant Direction: Making Agency Culture Change Work (PowerPoint) or (PDF)
The Central Texas VD-HCBS Program (PowerPoint) or (PDF)

• Phillip McCallion – Director, Center for Excellence in Aging Services, University at Albany
• Gail Koser - Assistant Deputy Director, New York State Department on Aging
• Lisa Alford – Commissioner, Onandaga County Office for the Aging
• Kathleen Bunnell – Commissioner, Broome County Office for the Aging
• Michael Romano – Commissioner, Oneida County Office for the Aging

Presentations
A Comprehensive Approach To Shaping Long Term care Systems Change In New York (PowerPoint) or (PDF)

• Mimi Toomey – Director for Medicare Outreach, Administration on Aging
• Barbara Edwards – Director of the Disabled and Elderly Health Programs Group, Centers for Medicare and Medicaid Services
• Melissa Hulbert – Director of Division of Advocacy and Special Issues, Centers for Medicare and Medicaid Services

Wednesday, February 24th, 2010

• Care Transitions Workgroup Breakfast
  • Presentation (PowerPoint) or (PDF)
  • Notes from discussion (Word) or (PDF)
• Lifespan Respite
• ADRCs Involved in IT/MIS Development – Handout: Achieving Quality Outcomes with Open Source Software (PDF)

• Joseph Lugo – Aging Services Program Specialist, Administration on Aging
• Susan Fox – Project Director at the Institute on Disability, University of New Hampshire
• Wendi Aultman – Program Manager, State of New Hampshire Bureau of Elderly and Adult Services
• Denise Rivers – Deputy Director, Lt. Governor’s Office on Aging, South Carolina

Presentations
ADRCs as a Vehicle for Culture Change (PowerPoint) or (PDF)
Impetus for Change: Putting it all Together (PowerPoint) or (PDF)

• Gilbert Thompson – Consultant, The Lewin Group / Technical Assistance Exchange
• Carrie Blakeway – Senior Consultant, The Lewin Group/Technical Assistance Exchange
• Martha Ramirez – Access and Assistance Coordinator, Bexar County ADRC / Alamo Service Connection

Presentations
ADRC Fully Functional Criteria & Readiness Assessment (PowerPoint) or (PDF)

• Joel Wulf – Division Administrator for Elder Programs and Advocacy, Iowa Department on Aging
• Roger Auerbach – Independent Consultant, The Lewin Group / Technical Assistance Exchange
• Lindsey Copeland – Policy Associate, National Association of State Units on Aging
• Heather Johnson – Consultant, Massachusetts ADRC

Presentations
Growing the Iowa ADRC (PowerPoint) or (PDF)

• Susan Fox – Project Director at the Institute on Disability, University of New Hampshire
• Patty Cotton – Clinical Associate Professor, Institute on Disability/UCEDD at the University of New Hampshire
• Christina Neill Bowen – Independent Consultant, The Lewin Group / Technical Assistance Exchange

Presentations
Navigating Choice and Change: Implementing Person-Centered Planning (PowerPoint) or (PDF)
Integrating Person-Centered Planning into I&R/A and Options Counseling (PowerPoint) or (PDF)

Handouts
Integrating PCP into Options Counseling Handout (PDF)

• Lauren O’Reilly – Research Consultant, The Lewin Group / Technical Assistance Exchange
• Marisa Scala-Foley – Director, National Center for Benefits Outreach and Enrollment

Presentations
Streamlining Access to Benefits (PowerPoint) or (PDF)
Streamlining Access – ADRC Strategies, Progress and Lessons Learned (PowerPoint) or (PDF)

• Elizabeth Leef – Aging Services Program Specialist, Administration on Aging
• Jill Burke – Executive Director, Granite State Independent Living
• Jan Derry – Executive Director, Northern West Virginia Center for Independent Living
• Jamey George – Executive Director, The Freedom Center
• Eileen Healy – Executive Director, Independence Northwest, Inc.
• Melissa Madill – Executive Director, Indianapolis Resource CIL, Inc.
• Richard Simms – Executive Director, District of Columbia Center for Independent Living
• Rick Eldridge – Consumer, DC ADRC

Handouts
Independent Living Cultural Competencies and Building Successful Aging and Disability Partnerships (Word) or (PDF)
Thirteen Areas for Collaboration: AAAs/ADRCs and CILs (Word) or (PDF)
Aging and Disability Terminology Survey (Word) or (PDF)
Partnerships and Cultural Competency Discussion Outline (PDF)
Links to Cultural Competence Resources (Word) or (PDF)

• Sarah Fogler – Health Insurance Specialist, Centers for Medicare and Medicaid Services
• Russell Spearman – Co-PI for Person-Centered Hospital Discharge Planning Grant, Institute of Rural Health at Idaho State University
• Debra Larsen – Co-PI for Person-Centered Hospital Discharge Planning Grant, Institute of Rural Health at Idaho State University
• Linda Dreyer - Oregon Department of Human Services, Seniors & People with Disabilities
• Denise Rivers – Deputy Director, Lt. Governor’s Office on Aging, South Carolina
• Shawn O’Donnell – President/CEO, MaitaiNet

Presentations
Idaho Real Choices (PowerPoint) or (PDF)

• Joseph Lugo – Aging Services Program Specialist, Administration on Aging
• Carrie Blakeway – Senior Consultant, The Lewin Group / Technical Assistance Exchange
• Martha Roherty – Executive Director, National Association of State Units on Aging
• Lindsey Copeland – Policy Associate, National Association of State Units on Aging

Presentations
The TASC Planning Zone: A virtual toolkit for strategic planning (PowerPoint) or (PDF)
ADRC Statewide Planning Plenary Workshop: Definition of Statewide (PowerPoint) or (PDF)

• Gilbert Thompson – Consultant, The Lewin Group / Technical Assistance Exchange
• Ann Shor – Director of Independent Living, Massachusetts Rehabilitation Commission
• Michael Cheek – Associate Director, DC Department of Health Care Finance (Medicaid)
• Lynette Loges – Senior Manager, HowardCenter (DD)
• Christine Oakes – Project Manager, Delaware ADRC

• Glenn Landers – Senior Research Associate, Georgia State University Health Policy Center
• Maria Lee – ADRC Specialist, Department of Behavioral Health and Developmental Disabilities, Region 1, Georgia

Presentations
ADRCs Do What? Using Logic Models to Document and Improve ADRC Outcomes (PowerPoint) or (PDF)
Logic Model in Action (PowerPoint) or (PDF)

• Kip Brown, Research Consultant, The Lewin Group
• Stacy Agnello – NY Connects Supervisor, New York State Office for Aging
• Lisa Holmes – Director, Tompkins County Office for the Aging
• Erin Stachewicz – Long-Term Care Coordinator, NY Connects Albany County
• Russell Spearman – Co-PI for Person-Centered Hospital Discharge Planning Grant, Institute of Rural Health at Idaho State University
• Debra Larsen – Co-PI for Person-Centered Hospital Discharge Planning Grant, Institute of Rural Health at Idaho State University

Presentations
Developing a Care Transitions Program: Two States Discuss Emerging Models and Best Practices (PowerPoint) or (PDF)
NY Connects Community Supports Navigator (PowerPoint) or (PDF)
Person-Centered Hospital Discharge and Care Transitions (PowerPoint) or (PDF)

Handouts
Idaho Real Choices: Rural Hospital Discharge Model (Word) or (PDF)

• Moderator: Christina Neill Bowen – Independent Consultant, The Lewin Group / Technical Assistance Exchange
• Kris Baldwin – Assistant Chief Administrator, Arkansas Division of Aging and Adult Services
• Stephanie Hull – Housing Chief, Maryland Department of Aging
• Carole Taliaferro – Program Coordinator Medicaid Waiver/ MFP, Prince George’s County AAA
• Elissa Schley – ADRC Coordinator, Minnesota Board on Aging / Department of Human Services

Presentations
How ADRCs Can Support Facility Transition and Diversion (PowerPoint)
ADRC Transition Planning for Money Follows the Person (PowerPoint)
Minnesota’s ADRC Support for Nursing Facility Transition - The MinnesotaHelp Network™ (PowerPoint) or (PDF)

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