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Membership Update

Posted By Jennifer Gill, Friday, October 6, 2017
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October 6, 2017

LeadingAge Hurricane Disaster Relief Fund

To mitigate the impact of destruction that Hurricanes Harvey, Irma and Maria caused, LeadingAge established a Hurricane Disaster Relief Fund. The LeadingAge community rallied to support their peers and has raised more than $400,000 from almost 1,000 donors thus far. We are incredibly grateful for this outpouring of generosity from our LeadingAge family.

100% of all donations will go directly to members and their staff to cover a range of needs including basic supplies such as food and water. Although our members in the states of Texas and Florida are further along in their journey back to normalcy, we have several members in Puerto Rico that are in need of assistance. Though most infrastructure is sound, day-to-day resources of food, water and fuel are quite difficult to find. We are working with the management of these communities to help serve resident and staff needs. Please give now to the LeadingAge Hurricane Disaster Relief Fund. If you would like to make a donation by check, please make it payable to “LeadingAge” and send to:

2519 Connecticut Avenue, NW
Washington, DC 20008
ATTN: Jody Moeller

Advocacy & Policy

Tax Reform Could Eliminate Medical Expense Deductions, Lower Charitable Gifts

Congressional and White House leaders announced their plans for tax reform at the federal level. A preliminary analysis of their roadmap includes:

  • Doubling the standard deduction. This would lead to tax cuts for many low- and middle-income individuals and families. It also could have the unintended consequence of eliminating tax incentives for charitable giving for most Americans.
  • Simplifying individual income taxes by consolidating seven tax brackets into three brackets. This would likely simplify tax filings for many Americans and could lead to tax cuts for individuals and families with relatively high incomes (although the blueprint allows for the possibility of "an additional top rate [for] the highest-income taxpayers to ensure that the reformed tax code is at least as progressive as the existing tax code and does not shift tax burden from high-income and lower-and middle-income taxpayers").
  • Eliminating various tax breaks. The framework would maintain deductions for charitable contributions and mortgage interest but eliminate many other deductions, exemptions, and credits, including the deduction for medical expenses. Watch your inbox on Monday for a special announcement and materials related to the medical expense deduction.
  • Eliminating the estate tax. Historically, many wealthy Americans have made large bequests to nonprofits or established grant-making foundations as part of their estate planning. The repeal of the estate tax could reduce incentives for these large investments in the work of charitable nonprofits.
  • Lowering corporate income tax rates. The framework would reduce the corporate income tax rate to 20% and reduce maximum tax rates for small businesses to 25%. This would not affect most charitable nonprofits, since 501(c)(3) organizations are generally exempt from paying federal income tax. However, it could reduce tax rates for nonprofits with significant unrelated business taxable income.

For nonprofits, the most notable effect of this tax blueprint would be its impact on charitable giving. Researchers have estimated that doubling the standard deduction would mean that only about 5% of taxpayers would use itemized deductions and therefore have tax incentives to give to nonprofits. Currently, about one-third of North Carolinians itemize their taxes ever year. Overall, this change would reduce charitable giving by billions of dollars every year. That's why the North Carolina Center for Nonprofits is advocating for Congress to use tax reform as a way to strengthen - rather than weaken - investment in the work of nonprofits by creating a non-itemizer deduction for charitable contributions.

The tax reform blueprint is merely a starting point for the tax reform process and doesn't provide details of many other tax provisions that could have a significant impact on nonprofits. It is possible that other tax legislation affecting nonprofits, such as the CHARITY Act of 2017, could be included in tax reform legislation as it moves through Congressional committees in the coming months.

Many North Carolina Municipalities Will Have Elections on October 10

Voter turnout is typically extremely low for municipal elections. That's why it is important for our member communities to remind your staff, boards, volunteers, and those they serve about the importance of voting in these off-year elections. Several cities in North Carolina - including Asheville, Durham, Fayetteville, Greensboro, Hickory, High Point, and Raleigh - will hold municipal elections on Tuesday, October 10. The North Carolina State Board of Elections & Ethics Enforcement has compiled a list of municipalities with October elections. In other parts of the state, municipal elections will be held on Tuesday, November 7.

While 501(c)(3) nonprofits cannot endorse candidates, they can take positions on ballot initiatives (such as bond referenda that are on many municipal ballots) and they can provide nonpartisan information about where and when to vote.

Here are three simple things you and your community can do to increase voter turnout this fall:

  1. Look up your sample ballot. Simply enter your name at the N.C. State Board of Elections voter search and click on your sample ballot for the General Election.
  2. Make sure your community's staff and volunteers have an opportunity to vote on Election Day (whenever that is in your city or town). Unlike some other states, North Carolina doesn't require employers to provide paid time off on Election Day.
  3. Remind your staff, volunteers, and those you serve that it's not too late to register (or change their address) during Early Voting. Same-day registration is not available on Election Day, so first-time voters and citizens who have recently moved will need to complete voter registration forms during Early Voting. Check with your county board of elections for Early Voting hours and locations.

Revised Survey Procedure Guide

CMS has posted the revised Long Term Care Survey Procedure Guide (effective November 28, 2017) on the CMS website under Downloads / LTCSP Procedure Guide. Check it out today.

Annual Nominations to the Continuing Care Advisory Committee

The North Carolina Department of Insurance is now accepting nominations for four upcoming vacancies on their CCRC Advisory Committee. Open positions include two at-large members of the committee, one member skilled as an architect/engineer, and one member that is a CCRC community resident. For more information about submitting a nomination, please click here.

Professional Development

Marketing Symposium - NEW DATE
Tuesday, December 5th
Covenant Woods
Mechanicsville, VA
Register Now
Download brochure

Target audience: Marketing professionals and interested professions
We are partnering with LeadingAge Virginia and LeadingAge Maryland to host our first Marketing Symposium! Topics include: reframing aging; budgeting for marketing as an investment rather than an expense; choosing a new CRM; digital and integrated marketing strategies; diversity and inclusion and research on how consumers use the internet. Don't miss it! Register now and join your colleagues for a lively discussion.

Dining Symposium - RESCHEDULED for 2018
We'll announce the new date and program for our dining professionals soon.

Succession Planning and Practice
FREE Webinar for LeadingAge NC Members
Presented by Walker Healthcare CPAs
October 19, 2017
Click here to register
Download flyer for printing and distribution

Succession planning is one of the board's most important oversight responsibilities, and an integrated systematic approach to the acquisition, development, and retention of key talent is integral to an organization's long-term success. There are many executive retirements in the aging services field on the near horizon, as well as normal career changes. This uptick in foreseeable changes to an organization's "C" suite positions puts real-time pressures on you to be proactive in planning for your leadership transitions.

Target Audience: HR staff, CEOs/Community Executives, CFOs, Board Members, and all others with interest in the subject matter

Learning Objectives:

• Why succession planning is important
• What succession planning "is" and "is not"
• How to get started
• Ownership and scope
• Nature and frequency of critical review
• The level of organization change required


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
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.

Understanding the CMS Emergency Preparedness Rule and Beyond

Thursday, October 26
Sharon Towers
5100 Sharon Road
Charlotte, NC 
2 CEUs for NHA
Register for 10/26 by clicking here.

Register and learn about the four key elements of the new CMS Emergency Preparedness Rule and how to implement them in your community.

  • Emergency Plan: Develop an emergency plan based on an “all hazards” approach using a risk assessment
  • Policies and Procedures: Develop and implement policies and procedures based on the plan and risk assessment
  • Communications Plan: Develop and maintain an emergency preparedness communication plan that complies with both Federal and State law.
  • A Training and Testing Program: Develop and maintain training and testing programs, including initial training and annual trainings, and conduct drills and exercises *Two per year required*

Please contact Hannah Gompers with any questions at 704-579-4150.

Save the Date!

2018 Spring Conference and Trade Show

The Omni Grove Park Inn
May 14-17, 2018
Asheville, NC

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

The New Reality of Old Age in America: The Washington Post

More older workers who do not have adequate retirement savings are hitting the road to find work. Called, 'workampers', they travel to find seasonal work at hourly wages offered by companies such as Amazon and Walmart. A good article to summarize for your constituents the financial state of older age for many Americans. Click here to read more.

How to Cope with Anticipatory Grief and Ambiguous Loss: Next Avenue

Did you know that there are different types of grief? Sometimes having a name for what you are experiencing helps you cope. Read this article for yourself and then share it for the benefit of residents and staff at your community, many of whom have faced the pain of loss, or will at some point in the future. Having a better understanding of grief may help staff support each other and residents in your community.

Hospice in Crisis: Politico

End of life issues are very different today than they were when the hospice movement gained momentum a few decades ago. Read this article to understand the complicating factors that residents in your community may face as they approach their own end of life or that of a loved one. Several geriatricians weigh in and offer creative suggestions for hospice of the future.

Organizations Caring More about Caregiving Benefits: Workforce

Though still not the norm among most organizations, the National Alliance of Caregiving is seeing a slow increase in caregiving benefits since the 2008 recession. Read this article to understand some of the reasons such policies are helpful and then consider, what is your community's policy on supporting staff who are caregivers?

How to Build a Dashboard for Your Nonprofit: Nonprofit Quarterly

Does your community's financial dashboard encourage discussion and present key indicators in an understandable way? In this recorded one-hour workshop, two nonprofits discuss the rationales behind what they track, the tools they use to construct the graphics, and the ways their dashboards are used to guide conversations with stakeholders. After introductions, the workshop begins at about the 10-minute mark. Powerpoint slides are provided for download.

News and Notes

RSVP for State Night Out

Planning to attend the LeadingAge Annual Meeting in New Orleans? Please join us! Community and Business Members are invited to attend State Night Out from 6:00-7:30pm at the Hilton New Orleans Riverside. Complimentary beer and wine from 6-7pm. This event is private and is only open to LeadingAge North Carolina Members. RSVP by clicking here.

Influencers in Aging

Next Avenue has announced its 2017 Influencers in Aging honorees and three people associated with LeadingAge national have been recognized including Robyn Stone, Kathryn Roberts, and Richard Browdie. Honorees are selected for their ability "to push beyond traditional boundaries and change our understanding of what it means to grow older."

The Power of Purpose – October 29-November 1, 2017 – It’s Not Too Late to Register

To care well for others, we need to reinforce our own passion for what we do—and actively work to improve how to support our country’s aging population today. That’s exactly what we do at the LeadingAge Annual Meeting & EXPO, our nation’s largest annual event for the not-for-profit aging services field. In education sessions, during general sessions and through eye-opening, one-of-a-kind experiences, you and your team will be immersed in our shared mission of helping older adults thrive. More than 200 of your North Carolina colleagues are registered to attend and it’s not too late to make your plans. For conference information, please click here

CAST Updates Medication Management Selection Tools

LeadingAge and the Center for Aging Services Technology (CAST) announced an updated Medication Management Selection Tool and a new case study, released new data on EHR sophistication among LZ-150 participants and shared the news that nursing homes can now benefit from Rural Health Care Program subsidies, thanks to LeadingAge and CAST member advocacy. Perspectives on electronic health record (EHR) and IT spending, CAST member news and patients’ openness to telehealth round out CAST’s recent message. Click here for more information about CAST and its work.

NC Chamber Conference 2017 Women: A Force in Business

LeadingAge North Carolina members had a great showing at the NC Chamber's 2017 Women: A Force in Business conference held in Raleigh on September 21. Thanks to at least 24 members who made the trip from across the state to learn more about leadership, wealth management, digital branding, and more.

Bernard Robinson and Company CPE Symposium: Registration Now Open

With relevant information for financial executives, sessions include an economic outlook, tax strategy and updates, employment law and compliance, best practices insights for financial executives and more.

November 1 in Raleigh at North Hills Country Club
November 3 in Winston-Salem at Forsyth Country Club
November 7 in Greensboro at Starmount Forest Country Club
8 hours CPE, $80 or $60 Early Bird

Please click here to register for any of the dates and contact Andy Harding with questions.

2017 Employee Benefits Compliance Webinar Series

Senn Dunn Insurance, a Marsh & McLennan Agency LLC Company, invites community members to participate in their free Employee Benefits Compliance Webinar Series. The webinars will be held on the third Thursdays of each month from 2pm-3pm EST. Click here to download the brochure. Click here to register.

Advance Care Planning Workshops Across the State

Advance care planning helps your loved ones and health care providers honor your goals and wishes if you are unable to speak for yourself. If you are ever in an accident, have surgery, or get a serious illness you may need someone to advocate for your wishes. Consider reflecting and writing down your wishes with help from the NC Partnership for Compassionate Care. NCPCC is planning several Advance Care Workshops across the state this year. This month workshops are taking place in Salisbury, Mocksville, and King. Visit to learn more about advance care planning or to register for a workshop today.

Managing the Millennial Mindset

Offered by Crescendo Strategies
Rates starting at $99 with Promo Code LANCIND

Crescendo Strategies’ video-based online course, “Managing the Millennial Mindset,” showcases first-hand stories about the real generational issues on the T.A.B.L.E. (differing opinions about technology, authority, balance, loyalty, and entitlement). No PowerPoint slides with recorded video. This course is NOT a live or recorded webinar, and it is NOT intended for group viewing. It was designed for individual managers to complete at their own pace. Ready to preview the course now? Click here and then select the arrow on the video preview image.

Complete this course at your own pace by watching 15 short videos that share the backstory of why Millennials work differently than previous generations, and provide strategies for bridging today’s widening generational gaps.

Managers will learn critical insights about leading today’s diverse workforce that will help reduce unnecessary employee turnover costing your organization precious time and money. Click here to download and print the flyer.

Click here to register today.


The Forest at Duke Achieves A- Rating

Congratulations to The Forest at Duke in Durham for being upgraded to A- by Fitch. There are only about 30 A-category rated LPCs/CCRCs, so this quite an accomplishment.

Medical-Surgical Products Savings

■ Attends              ■ Abbot
■ Covidien            ■ Bard Medical
■ First Quality      ■ Convatec
■ SCA/Tena          ■ Smith & Nephew

From incontinence products to nutritional supplements, your community can achieve savings through Value First, LeadingAge’s group purchasing organization (GPO). The list above is just a sample of the manufacturer contracts in the med-surg spend category.

When was the last time your community analyzed costs in this area? Would you like to find out if you can save money on medical supplies? Let Value First do a cost study to compare what you are currently paying vs. pricing available through Value First.

Cost Studies are a free service for LeadingAge/Value First members. Request yours today!

►Contact your Value First representative

Contact Value First Representative, Vanessa Ceasar at (404) 421-3956 for additional information. Vanessa will work with you on the data and format required from your medical supplies distributor to do the cost study.

►Meet with your Value First representative

Schedule a meeting with your Value First rep to review cost study results and to get additional information about the GPO and how Value First can best serve you.

►Stay in Touch

Whether you are interested in doing a cost study or need help with quotes on big-ticket items such as computers, kitchen and laundry equipment, patient room furniture, exercise equipment, etc. your Value First representative can assist you. Tell us what you need.

Value First group purchasing organization is owned by LeadingAge. The GPO is designed to leverage the buying power of LeadingAge members across the country to get the best pricing on a comprehensive array of products and services.
This is your GPO!

LeadingAge North Carolina | 222 N. Person Street, Raleigh, NC 27601
919-571-8333 | |

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3/18/2018 » 3/21/2018
LeadingAge PEAK

Leadership Series: Create a Highly Engaged and Effective Team, Part 1

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