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Membership Update

Posted By Jennifer Gill, Friday, June 2, 2017
Updated: Friday, June 2, 2017
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June 2, 2017

Advocacy & Policy

North Carolina House Approves Spending Blueprint

Shortly after midnight earlier this morning, the North Carolina House of Representatives approved a $22.9 billion spending blueprint for the upcoming budget year. Their vote sets up a series of meetings next week between House and Senate conferees to hammer out a compromise budget to send to Governor Roy Cooper for his signature. Both the House and Senate agree on how much to spend – roughly 2.5% more than current spending levels. While LeadingAge North Carolina and other organizations are still analyzing the House language, here’s what we know so far about our top three public policy priorities:

  • It does not appear that the property tax exemption or sales tax refund process for nonprofits was changed in either the House or Senate version.
  • The House included a special provision to stipulate that the Joint Legislative Oversight Committee on Health and Human Services may consider appointing a subcommittee on aging to examine the State’s delivery of services for older adults in order to determine their service needs and to make recommendations to the Oversight Committee on how to address these needs.
  • The House plan does not address changes in the certificate of need program. The Senate budget would eliminate the state’s certificate of need laws by 2025 (this would include Medicare-certified Home Health CON need determination).

Other key elements of the budget plan include:

  • Both the House and Senate plans lower taxes and provide increases for state employees, state retirees, and teachers. The Senate budget includes larger increases to the standard deduction than the House budget and also cuts individual and corporate income tax rates (which remain unchanged in the House budget).
  • The House plan includes $600,000 in recurring funding each year of the biennium to support the development of an Alzheimer’s Registry through the Institute of Medicine.
  • The House plan increases the Special Assistance rate for residents for adult care homes by $34 per month (the Senate also proposed an increase but handled it differently in its budget).
  • The House plan provides money ($119,927 in recurring funding for FY 17-18 and $128,493 in recurring funding for FY 18-19) for an automated background check management system used by long term care providers to fund background checks on non-licensed staff providing hands-on care to patients/residents as required by general statute.
  • A special provision found only in the House plan directs the Department of Health and Human Services, Division of Medical Assistance, to study the efficacy of the Program for All-Inclusive Care for the Elderly (PACE). A report is due to the Joint Legislative Oversight Committee on Medicaid and North Carolina Health Choice no later than March 1, 2018.
  • Unlike the Senate plan, the House did not cut food stamp eligibility and contains no reference to developing a plan for regional social service departments.

LeadingAge North Carolina Leadership Meets with NC Insurance Commissioner

Nonprofit CCRC leadership from across the state met this past Tuesday with North Carolina Insurance Commissioner Mike Causey. The meeting, which also included Chief Deputy Commissioner Michelle Osborne, provided an opportunity to share priorities and bring the Commissioner up to speed on a number of issues. Of particular import was a conversation around the potential to streamline the current annual disclosure statement in a way that would make the documents more usable for consumers. The Insurance Department’s CCRC Advisory Committee is slated to meet in July and we expect this topic to be a part of the agenda. A special thanks to those who traveled to Raleigh to attend the meeting, including Jonathan Erickson with United Methodist Retirement Homes, Ted Goins with Lutheran Services Carolinas, David Lacy with Southminster, Kevin McLeod with Carolina Meadows, and Steve Fleming with The Well-Spring Group. We particularly appreciated the efforts of Lu-Ann Perryman, our lobbyist, in helping to arrange the meeting and attend.

Senate Committee Approves Nonprofit Annual Report Legislation

The North Carolina Senate Finance Committee approved a bill (S.114) that would create a new annual filing requirement for nonprofits that are incorporated in North Carolina. The annual filing would be done online, and nonprofits would not be charged a fee. An amendment in the committee clarified the process by which the N.C. Department of Revenue would check nonprofits' corporate status before issuing sales tax refunds.

The annual reporting would help protect the integrity of the nonprofit sector and could help preserve nonprofit tax exemption. Unlike virtually every other state, nonprofits incorporated in North Carolina don't file basic annual reports. This means that many defunct nonprofits continue to be incorporated in North Carolina, which could create fraud that would jeopardize the integrity of all nonprofits. The potential for abuse in the current system has led some elected officials to question the merits of nonprofit tax exemption. Currently, more than 120,000 nonprofits are incorporated in North Carolina, but only about 36,000 tax-exempt organizations file some variation of the Form 990 with the IRS.

CBO Estimates that AHCA Would Add 23 Million More Uninsured Americans

The nonpartisan Congressional Budget Office (CBO) released its cost estimate for the American Health Care Act (AHCA) that the U.S. House of Representatives narrowly passed last month. The CBO cost estimate projects that the AHCA would reduce government spending enough to cut the federal deficit by about $119 billion over the next decade, but that it would mean that 23 million more Americans would be uninsured in a decade, mostly because of reductions to Medicaid. The increase in the number of North Carolinians lacking health insurance could put significant new burdens on many nonprofits. It will be difficult for the Senate to pass the AHCA without significant changes.

Trump Budget Chops Geriatric Training: McKnight's

This article is follow-up to the May 26 Advocacy in Action on the impact of Trump's budget blueprint on older adults. LeadingAge national is quoted in McKnight's as expressing concern about the proposed elimination of $403 million to primary care training programs including the Geriatrics Workforce Enhancement Program (GWEP). Click here to read more.

Professional Development

Finance Symposium - Register Now
July 27, 2017
Lakewood, a Lifespire Community of Virginia
1900 Lauderdale Drive
Richmond, VA

Finance professionals at all levels, please join us for an informative and interactive day designed with you in mind. Be sure to arrive in time to visit with colleagues at dinner the night before. Offered in partnership with LeadingAge Virginia, the following topics will be discussed:

  • Crisis Response Planning
  • Financial Risk Management
  • Developing a Financial Model as part of Strategic Expansion
  • Compensation, Retention, and Incentive Compensation
  • Financing Moderately Priced Housing
  • Mergers and Affiliations

$150 first person
$100 second person
$225 non-members

Continuing education credit available: 8 CPEs and 7 NHA Hours
Click here to download flyer for printing and distribution.
A list of hotels within a 5-mile radius of Lakewood is available here.

Understanding the CMS Emergency Preparedness Rule - Register Now
Free Workshop
June 6, 2017
Foothills Higher Education Center
2128 South Sterling Street
Morganton, NC
2 CEUs for NHA

Click here to view the flyer with more details about this event.

In August:

Management Leadership Series - Part 2
August 17 at The Cypress of Charlotte

Target audience: Department Directors, Mid Managers, Team Leaders, Supervisors

This session is open to everyone whether or not you attended the first session. If you want engaged employees, more effective communication is key. Walk away from this interactive session with a better understanding of how to create a culture of service and communication.

Click here to download the brochure for printing and distribution.

Click here to register today.  

4.5 CEUs
Facilitated by Donna Cutting of Red-Carpet Learning Systems, Inc.

Planning Ahead for November

The Joy of the Job: Workshop for Direct Service Professionals
I love my job; it's the people I can't stand

November 7 at The Forest at Duke in Durham - Date and Location Change
November 8 at Salemtowne in Winston-Salem

Choose the date that works best for your community.
10am-2:30pm at each location.

Target audience: CNAs, Dining Services Staff, Housekeeping, Facility Services, Grounds, Resident Services, all Direct Care and Service Providers

Is job stress and burnout getting you down? Learn how to adopt a humorous and fun approach to the challenges of the daily grind. Do you feel tired emotionally and drained by conflict? Learn how to handle the most stressful situations and the most challenging people. Click here for registration and information. Facilitated by Jody Urquhart, known for her humorous and compassionate motivational sessions.

2017 LeadingAge North Carolina Calendar

Looking ahead at your professional development this year, be sure to include LeadingAge North Carolina events and programs. Click here for the 2017 Calendar. 

Strategic Thinking

Unique Challenges Men Face as Caregivers for People Who Have Alzheimer's: HuffPost

Teepa Snow co-authored this helpful article that appeared originally on the Alzheimer's Reading Room and was reprinted in HuffPost. Five of the most important challenges are described along with ways to approach them. Be sure to read this article to help male family members who find themselves in this position.

Why More Hospitals Should Prioritize Cultural Competency: Harvard Business Review

The author suggests several ways in which hospitals can bridge the cultural gap between doctors and patients which, she posits, will bridge the gap in health outcomes for underserved populations. While this article focuses on hospitals, there are lessons to be learned for our field as well.

UCLA Alzheimer's Awareness Group Takes on Loneliness in Seniors: Home Health Care News

A free on-campus day program at UCLA connects college students with older adults living in their homes with Alzheimer's and other dementias. Already replicated in 33 chapters in colleges and high schools across the country, TimeOut@UCLA is a partnership between the UCLA Division of Geriatrics and Youth Movement Against Alzheimer's. Read this article if you are in need of inspiration, hope for the future, and a reminder of the power of partnerships.

News and Notes

Your Biases are Holding You Back

North Carolina Chamber
Workplace Diversity and Inclusion Conference
Thursday, June 15, 2017
Sheraton Imperial, Durham
4700 Emperor Boulevard

LeadingAge North Carolina is a Supporting Organization of the North Carolina Chamber's inaugural Workplace Diversity and Inclusion Conference. This information packed program will cover many of the important issues you ahve told us you are tackling: recruiting for diversity, fostering a culture of inclusion, evaluating diversity and inclusion initiatives using proper metrics, understanding unconscious bias and more. Association members will receive a discount on registration. Our staff will be in attendance and we hope to see you there.

Registration Information: First click on this link, then click on ‘Register or Sponsor,’ which will take you to the registration page. If you are a LeadingAge North Carolina member, you qualify for a special rate. If you select ‘Supporting Organization Member Ticket, Diversity & Inclusion (2017)’, you will receive the reduced registration (Chamber member) rate. Please contact our office if you have any questions.

Geriatric Deprescribing and Care Transitions Motivate Talks: Medscape

At the American Geriatrics Society annual meeting earlier this month, top abstracts featured the deprescribing of benzodiazepines in older adult patients, safe transitions between health care and home settings, and a video-based advance care planning service compared to advance directive alone. Be sure your clinical staff reads this article for current research information.

National Partnership to Improve Dementia Care and QAPI MLN Connects Call

Thursday, June 15 from 1:30 to 3 pm ET
To register or for more information, visit MLN Connects® Event Registration.

During this call, learn about appropriate assessment and evaluation for the accurate diagnosis of schizophrenia and other mental disorders. Also, find out about the work of the Quality Innovation Network-Quality Improvement Organizations (QIN-QIOs) and how their efforts align with the National Partnership to Improve Dementia Care in Nursing Homes and Quality Assurance and Performance Improvement (QAPI). Additionally, CMS experts share updates on the progress of the National Partnership and QAPI. A question and answer session follows the presentations.

Target Audience: Consumer and advocacy groups, nursing home providers, surveyor community, prescribers, professional associations, and other interested stakeholders.

North Carolina Institute of Medicine

Accountable Care Communities for a Healthier North Carolina
September 25, 2017
McKimmon Conference Center at the NCSU Campus
1101 Gorman Street
Raleigh, NC

NCIOM's 2017 Annual Meeting will explore opportunities to develop Accountable Care Communities in North Carolina, featuring both state and national examples.

We now understand that the health outcomes of individuals often have more to do with the conditions in which they live, learn, work and age than by the medical care they receive. Research has shown that an individual’s zip code is a stronger predictor of their health and longevity than their genetics and other factors. However, traditional health care is not designed to address the social, behavioral and economic factors (e.g. housing, transportation, access to healthy food, education, and health behaviors) that impact health outcomes. Accountable care communities are.

Keynote speaker: Jennifer DeCubellis, Deputy County Administrator, Hennepin County Health and Social Services
Featured speaker: Mandy Cohen, Secretary, DHHS
Please click here to learn more about this event.

You Won't Want to Miss:

First North American Dementia Conference
See Me, Not My Dementia
June 25-27, 2017
Atlanta, GA
Westin Buckhead Hotel

The conference is very driven by people living with dementia. Its opening session will feature five individuals with different types of dementia talking about their experiences. An international dementia expert/author/physician will facilitate. There will be a Technology Showcase and more. Conference information, registration, and other materials including some awesome white papers may be found here.


Syria Celebrates 20 Years with UCHS

United Church Homes and Services (UCHS) recently recognized Lee Syria, President/CEO United Church Homes and Services, for twenty years of service to the organization earlier this spring.

Syria, Chair-Elect of LeadingAge North Carolina, began her career with Abernethy Laurels, a senior living community of UCHS, in 1997 as Personnel Manager. In 2000 she became Vice President of Human Resources for UCHS and in 2008 she was selected Senior Vice President of Operations for the organization. Syria was named the first female President and CEO of UCHS in 2012. Through Syria’s leadership and guidance, UCHS has been listed in the LeadingAge Ziegler 150 Report of the nation’s largest not-for-profit senor living organization and also labeled as a game changer in the industry. UCHS serves over 2,300 senior adults annually and employs approximately 850 team members at 11 locations across NC and VA. “Caring for seniors is part of Lee’s DNA,” shared UCHS Board Chairman, Ray Deal. Congratulations, Lee!

UBS Financial Services Ranked #2 in the Nation

Congratulations to UBS Financial Services! Managers of LeadingAge North Carolina’s investment portfolio, UBS was recently ranked #2 in the nation for institutional consulting by Barron’s, a nationally recognized and widely distributed financial publication. To produce the ranking, Barron’s uses an array of criteria, including the amount of institutional investments managed, the revenue those assets generate, the size of client rosters, and the number of team members. We are particularly fortunate to have Allen Wright and Kristi Thelen, part of the UBS Institutional Consulting Group in Atlanta, as managers of our portfolio and long time friends of our member communities in North Carolina.


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