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Thanksgiving Message

Posted By Jennifer Gill, Monday, November 20, 2017
From all of us at LeadingAge North Carolina, warmest wishes for a beautiful Thanksgiving with loved ones. In observance of the holiday our office will be closed Thursday and Friday, November 23rd and 24th.

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Membership Update

Posted By Jennifer Gill, Friday, November 17, 2017
Updated: Thursday, November 16, 2017
Having trouble viewing this email? Click here to read in your browser.


November 17, 2017

 

Advocacy & Policy

Legislative Update

The U.S. House of Representatives yesterday passed major tax reform legislation. Attention on efforts to make the first major changes to the federal tax code in decades now turns to the U.S. Senate, where a vote is expected as early as next week. See this article from The Hill which provides a good overview of the current developments relative to reform legislation. In addition, this article provides a good comparison of the House and Senate tax reform proposals.

The House bill contains two provisions that will have significant detrimental effects on our member communities and their residents. First, it eliminates the Medical Expense Deduction which would impose significant additional costs on approximately five million taxpayers over 65 who use the deduction to offset large medical expenses (this article from AARP details the medical deduction issue). Second, it eliminates the ability of nonprofits (including CCRCs/LPCs and affordable housing properties) to utilize tax-exempt financing for renovation and new construction. Our member communities rely on this type of financing and without it, our residents and our state’s economy will be severely impacted.

While the Senate’s tax reform proposal restores the medical expense deduction and restores most of the tax-exempt financing language, it’s vitally important that your elected officials hear from you TODAY. As you contact your Senators, thank them for keeping the medical expense deduction and tax-exempt financing provisions. For your House member, urge them to restore these two provisions if and when the two chambers meet to resolve individual differences between their proposals.

It’s critical for you to remind your elected officials of the major economic impact our member communities have on North Carolina’s economy. At local, county, and statewide levels, we employ thousands of staff, buy millions of dollars worth of supplies, and give back to countless charities and individuals. Click here for a one-page infographic that details our nearly $2 billion annual economic impact.

With the pending vote in the Senate on reform legislation, NOW is the time to reach out. You can find the phone number and office number of your U.S. Representative on the House website. You can browse by state and district and by last name. There are links to the individual Representative's sites where you can find more ways to contact them, including their email, social media, and scheduling a meeting. The Senate website contains an alphabetical list of all Senators, with their Capitol addresses and a link to their Senate website, which will have information about state offices and telephone numbers. It also has a link to the Senate's web/form mail for each Senator.

CMS Rule on Emergency Preparedness Now in Effect

The CMS rule on Emergency Preparedness Requirements for Medicare and Medicaid Participating Providers and Suppliers went into effect yesterday. The purpose of the new requirements is to establish consistent emergency preparedness requirements for healthcare providers participating in Medicare and Medicaid, increase patient safety during emergencies, and establish a more coordinated response to natural and human-caused disasters. LeadingAge has an entire suite of resources, including toolkits, resources, and templates available by CLICKING HERE.

Choose Technology to Reduce Social Isolation with the Latest CAST Tool

Choosing technology to help older adults connect and engage with others? LeadingAge CAST has released a new Social Connectedness and Engagement Technology Selection Tool to help you plan for, select, and implement the best solution for your organization. This tool is the latest in the series of LeadingAge CAST Technology Selection Tools. Each portfolio includes a white paper, interactive guide, selection matrix, online selection tool, and provider case studies.

New From CMS Regarding PRN Psychotropic and Antipsychotic Medications

Thank you to Cindy Deporter with DHHS for providing information regarding new requirements related to use of PRN psychotropic and antipsychotic medications. New requirements were added to address the concern that some residents may have PRN orders for psychotropic and antipsychotic medications for extended periods of time without evaluation of the appropriateness of these medications. For more information about these new requirements please CLICK HERE.

From CMS Regarding Crushing Medications


Cindy Deporter has also provided information regarding crushing meds for oral administration. Her office has received questions on the draft guidance at F759/F760.  For clarification with regard to crushing meds for oral administration, please CLICK HERE.



Professional Development

Marketing Symposium - NEW DATE
Tuesday, December 5th
8:30am-3:00pm
Covenant Woods
Mechanicsville, VA
Register Now
Download brochure

Target audience: Marketing professionals and interested professionals.

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.


 

Save the Date!

2018 LeadingAge North Carolina Spring Conference and Trade Show

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

Click here to submit a proposal to present.



Strategic Thinking

Leaders Aren’t Great at Judging How Inclusive They Are
Harvard Business Review, October 26, 2017

How can you tell if leaders in your organization are genuinely welcoming? Do leaders know if they are as welcoming as they think they are? To explore this question, the authors analyzed one large organization with an excellent track record of hiring and promoting diverse candidates and a reputation for inclusion. An organization hired to administer 360-degree feedback assessments for roughly 4,000 leaders and agreed to the use of its data for this analysis. Click here to find out if senior or junior managers are more inclusive, and how inclusive behaviors correlate with overall leadership effectiveness.

New Report Highlights Gender and Racial Disparities in the Direct Care Workforce
Paraprofessional Healthcare Institute, November 2017

This November 2017 research brief examines racial and gender disparities among the 4.5 million personal care aides, home health aides, and nursing assistants in this country. Special emphasis is placed on two questions: 1) how has the racial and gender composition of this workforce changed over the past 10 years? and 2) how do race and gender shape the demographic, employment, and economic characteristics of the direct care workforce? This brief is a wonderful resource that addresses two important issues in our field.

V.A. Wants to Reduce High U.S. Veteran Suicide Rate
North Carolina Health News, November 8, 2017

Every day, 20 veterans take their own lives somewhere in the United States. In North Carolina, five veterans die by suicide each week. Since 2001, the rate of suicide among veterans has increased by 32 percent, according the U.S. Department of Veterans Affairs (VA). The number of veteran suicides is the top priority at the VA, said Harold Kudler, acting assistant deputy under secretary for patient care services at the VA central office. Kudler spent decades working as a psychiatrist at the Durham VA Medical Center, where he focused on post-traumatic stress disorder.

How Health Care Providers Can Ensure Patients' End-of-Life Wishes are Known

Harvard Business Review, November 2, 2017

It’s widely recognized that advance care planning (ACP) should be a central element of the way that patients, their physicians, and their families decide which end-of-life care to provide. Efforts to boost participation in these conversations include the introduction of new billing codes to financially incentivize primary care physicians to discuss ACP, as well as grassroots advocacy efforts to highlight the importance of discussing end-of-life wishes. And yet these efforts to popularize the creation of advance care documents do not address an important issue: access to them.

The North Carolina Partnership for Compassionate Care offers end-of-life planning resources for individuals, health care professionals, and communities around the state. Check out their website today for downloadable resources as well as advance care planning workshops around the state. Please call our office with any questions at 919.571.8333.


News and Notes

Submit Your RFP for Spring Conference 2018 Today!

LeadingAge North Carolina invites you to share your expertise in the field of aging services. Submit a proposal to be a presenter at our largest event of the year, the Spring Conference and Trade Show May 14-17, 2018 at The Omni Grove Park Inn in Asheville, NC. We seek proposals that demonstrate best practices, exemplify creativity, and inspire innovation in the field of aging. Submissions may be made online by December 31, 2017

Can You Quantify the Benefits of Living in Your Life Plan Community?

Mather LifeWays and Northwestern University are conducting a landmark study that will determine the impact of living in a Life Plan Community on residents’ long-term health and wellness. The Age Well Study will measure residents’ self-reported health and wellness metrics through a convenient survey taken annually for five years. In return for participating, your organization will receive an annual report on key findings, such as quality of life, self-reported health, and other health-related measures.

This study is being conducted in partnership with ASHA, LeadingAge, Ziegler, National Investment Center, Life Care Services, and Novare. To learn more or to enroll your community in the study, visit the Age Well Study web page or email agewellstudy@matherlifeways.com.

People on Social Security Will See Their Checks Go Up in 2018

The cost of living increase is the largest since 2012, and amounts to about $25 per month more for the average beneficiary. Click on this link to read more about how this increase compares to other costs of living.

Give to the LeadingAge Disaster Relief Fund

To mitigate the impact of recent fires in California, as well as the destruction that Hurricanes Harvey, Irma and Maria caused, LeadingAge established a Disaster Relief Fund. The LeadingAge community has rallied to support our
peers and we have raised more than $544,000 toward a goal of $1 Million. If you haven't already, please consider giving today.

100% of your donation will go directly to members and their staff to cover a range of needs including basic supplies such as food and water. We are working with the management of these communities to help serve resident and staff needs. Please give now to the LeadingAge Disaster Relief Fund. If you would like to make a donation by check, please make it payable to “LeadingAge” and send to:


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

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.




Congratulations

Springmoor Wins Employer of the Year from The Arc of the Triangle

Springmoor
in Raleigh is the proud recipient of the 2017 Employer of the Year Award from The Arc of the Triangle. This prestigious award is given to only one of 70 employers around the Triangle. Tamela Haywood of The Arc of the Triangle says, “From the beginning the staff at Springmoor saw the person, not the disability. Angel and Jeremiah are treated as family, not simply employees, which sets Springmoor apart.”

“Not only do The Arc participants add value to our dining room with their dedication and hard work but their fellow employees and the residents greatly appreciate their tremendous enthusiasm,” says Demi Tucker, Springmoor’s Dining Room Manager. Congratulations to Springmoor! Congratulations also goes out to Sally, one of Springmoor's employees in the program. She recently celebrated 29 years of service.


CONSTRUCTION SERVICES

"You control the project. We help reduce the cost of material and equipment."


Major Renovations and Construction Projects

■Whether your project is under $1 million or over $500 million Value First can help your community achieve savings on major renovations and construction projects.

■Many of the vendors, architects and designers you do business with are market leaders that are also part of the Value First Construction Services program.

■Value First works with the architects, designers, and general contractors you choose.

■We serve as your cost savings advocate and consult with your architect to develop a vendor line-up to the basis of design (spec alignment). Value First can help you save on:

Fire alarm systems
Building controls
Roofing systems
Drywall and wall components
Doors and hardware
Flooring
Mechanical
Electrical
Plumbing
Elevators
Chillers
Generators
Custom wood products
Furniture, beds, lifts and more…

■ Connect Value First with your architects, project managers and key staff as early in the process as possible. Higher savings result from early engagement.

Program Benefits

♦Transparency in construction pricing.
♦Assistance with planning and procurement of materials, furniture, fixtures, and equipment.
♦Aggregate of purchases across multiple projects to ensure cost containment.
♦3% to12% project savings.

Step 1. Consultation
Consult with Brian Smidt, Director of Construction Services, to discuss type of construction project (new building/campus, addition or renovation); number of units/beds being added; phase of construction you are currently in; your chosen architect, engineer, interior designers, etc.
bsmidt@valuefirstonline.com
(651) 659-1418

Step 2. Collaboration
After consultation, if you decide to use Value First as your cost savings advocate a Construction Services Participation Agreement and Statement of Work are signed to make us an official part of your strategic team.
We will assign a project manager to guide you through cost savings, and we can begin to work with designers and contractors that may already be a part of the project.

Step 3. Completion
As your trusted partner and cost savings advocate, Value First will be involved in the bidding process to make sure you are getting the best possible price and quality in your material purchases.


LeadingAge North Carolina | 222 N. Person Street, Raleigh, NC 27601
919-571-8333 | info@leadingagenc.org | www.leadingagenc.org


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Inclusion Insights November 2017

Posted By Jennifer Gill, Thursday, November 9, 2017
Updated: Thursday, November 9, 2017
Having trouble viewing this email? Click here to read in your browser.


November 9, 2017


Welcome to the sixth edition of Inclusion Insights, a regular publication of LeadingAge North Carolina highlighting trends, practices, and news related to inclusion and diversity issues in aging services. We welcome your feedback, questions, and ideas.



Board Diversity

BoardSource 2017 Finds a New Platform for Action in the Face of Declining Diversity: Nonprofit Quarterly

This article is the first in a series of articles presenting the results of BoardSource’s 2017 survey of nonprofit boards. The somewhat surprising results of the survey prompted the creation of the next two resources listed below.

Taking Action on Board Diversity – Five Questions to Get You Started: BoardSource

Leading with Intent: 2017 National Index of Nonprofit Board Practices reveals some troubling information about the diversity of today’s nonprofit boards: We’re making little progress in diversifying our boards, are dissatisfied with our board diversity, and are doing little to prioritize it in our board recruitment practices. In an effort to spark action, BoardSource presents five questions for your board to contemplate.

The Declining Diversity of Nonprofit Boards and What to do About It: Nonprofit Quarterly

This 60-minute on-demand workshop is designed for action. It is facilitated by Anne Wallestad, CEO of BoardSource, and Vernetta Walker, Chief Governance Officer and Vice President of Programs for BoardSource. For learning objectives and payment information please click here.

CEOs Explain How They Gender Balanced their Boards: Harvard Business Review

What are the benefits of a gender balanced board? To find out, the authors of this article interviewed 16 CEOs or board members who had an average female board composition of 49.8%. Interviewees also explained how they achieved gender parity and why they felt other CEOs have not taken similar steps. If your board is struggling with a similar issue, this article could help.



Workplace

Leaders Aren’t Great at Judging How Inclusive They Are:
Harvard Business Review


How can you tell if leaders in your organization are genuinely welcoming? Do leaders know if they are as welcoming as they think they are? To explore this question, the authors analyzed one large organization with an excellent track record of hiring and promoting diverse candidates and a reputation for inclusion. An organization hired to administer 360-degree feedback assessments for roughly 4,000 leaders and agreed to the use of its data for this analysis. Click here to find out if senior or junior managers are more inclusive, and how inclusive behaviors correlate with overall leadership effectiveness.

New Report Highlights Gender and Racial Disparities in the Direct Care Workforce: Paraprofessional Healthcare Institute

This November 2017 research brief examines racial and gender disparities among the 4.5 million personal care aides, home health aides, and nursing assistants in this country. Special emphasis is placed on two questions: 1) how has the racial and gender composition of this workforce changed over the past 10 years? and 2) how do race and gender shape the demographic, employment, and economic characteristics of the direct care workforce? This brief is a wonderful resource that addresses two important issues in our field.

How Hospitals are Stepping Up Efforts to Best Accommodate LGBTQ Patients: U.S. News & World Report

Hospitals are making more of a concerted effort to be sensitive to the traditionally marginalized population of LGBTQ patients. Read this article to learn more about what some hospitals are doing that might be applicable in your community, from using preferred names in electronic medical records to creating resource groups for LGBTQ employees and patients.

Why Employer Support is so Important for Transgender Employees: Harvard Business Review

The authors interviewed 40 transgender individuals across the United States about their workplace experiences. If someone on your staff were transitioning, would you know how to be supportive, and would you be comfortable reaching out? How best to be supportive might surprise you. Click here to understand more fully the challenges of transitioning and learn how to be an inclusive co-worker.

Diversity Study Update

Researchers at the University of North Carolina-Chapel Hill’s Kenan-Flagler Business School continue their work on the diversity study commissioned by the LeadingAge North Carolina Foundation. Preliminary interviews with current CCRC/LPC residents have been completed and focus groups are gearing up. We anticipate receiving a preliminary draft of the study sometime in December.


LeadingAge North Carolina | 222 N. Person Street, Raleigh, NC 27601
919-571-8333 | info@leadingagenc.org | www.leadingagenc.org


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Advocacy in Action-Highest Priority

Posted By Jennifer Gill, Tuesday, November 7, 2017


November 7, 2017

Contacting your representatives in Washington, DC TODAY is critical to the preservation of two items vitally important to your residents and your communities: (1) the medical expense deduction, and (2) access to tax exempt financing for CCRCs, affordable housing, hospitals, and other nonprofits.

YOUR ELECTED OFFICIAL UNDERSTANDS THE POWER OF THOUSANDS OF CONSTITUENTS CONTACTING THEIR OFFICE.

LeadingAge (national) has sent out the following Action Alert requesting state affiliates and their members to contact their representatives in Congress today and urge them to oppose changes in the tax code which would harm senior citizens.  We urge you to make your contacts ASAP! Just as important, we urge you to share this information with your residents, your staff, and all the friends of your community.

Thank you!
Tom Akins
President and CEO

Medical Expense Deduction and Tax-Exempt Financing on the Chopping Block

Major tax reform legislation, H.R. 1, has been introduced in the U.S. House of Representatives and will soon come to a vote.

The bill contains 2 provisions of serious concern to aging services providers and the elders they serve:

1. Elimination of the tax deduction for medical expenses.
2. Elimination of tax-exempt financing for the development and preservation of affordable senior housing and life plan communities/CCRCs.

This radical legislation would disproportionately affect older adults, many of whom have higher than average medical costs and/or need affordable housing.

Congress needs to hear from you today. Tell your lawmakers to protect the medical expense deduction and tax-exempt financing for senior housing and life plan communities/CCRCs. Tell them older adults need this. Tell them protecting these tax provisions is the right thing to do.

How You Can Help

  • Call your lawmakers TODAY at 855-837-6894. We’ve set up this toll-free number to connect you directly to their offices.
  • Share this information with the residents in your community and suggest that they call as well. The proposed changes will directly impact them.
  • Forward this action alert to your network.

Steps for Making a Call

  • Dial this toll-free number 855-837-6894.
  • Feel free to use the sample script below when you talk to the staff person who answers the phone.
  • After talking with the staff person, do not hang up. The automated system will connect you to your representative and then to each of your senators.

Background

My name is _______ and I am a constituent. I urge Representative/Senator ____ to oppose provisions of H.R. 1, tax reform legislation that would eliminate the medical expense deduction. Also, please preserve tax-exempt financing for the development and preservation of affordable senior housing and retirement communities, which would be eliminated under H.R. 1. I hope Representative/Senator ____ will stand up for older adults and protect these crucial tax benefits for seniors and middle-income families.

LeadingAge North Carolina | 222 N. Person Street, Raleigh, NC 27601
919-571-8333 | info@leadingagenc.org | www.leadingagenc.org


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Membership Update

Posted By Jennifer Gill, Friday, November 3, 2017
Updated: Thursday, November 2, 2017
Having trouble viewing this email? Click here to read in your browser.


November 3, 2017

 

Steve Fleming: National Board Chair

We are so proud that Steve Fleming was installed as national's board chair at the Annual Meeting and Expo earlier this week. We look forward to serving under his leadership and embracing his vision. Please click here to read Steve's comments on that occasion.

Thanks to all of our members who attended State Night Out Monday night in New Orleans to celebrate Team Fleming and enjoy one another's company!

 



Advocacy & Policy

North Carolina's Department of Health and Human Services (DHHS) is currently studying PACE in North Carolina, and your input is needed!

All PACE stakeholders, including participants, caregivers, providers, and the general public are invited to speak at the remaining DHHS public listening session, listed below. Comments at the listening sessions will help inform the report and guide recommendations to the Department and to the NC General Assembly. This is our best opportunity to demonstrate the actual and potential impact of PACE in North Carolina.

November 9th
3-5pm
Piedmont Health SeniorCare
163 Chatham Business Dr.
Pittsboro, NC 27312

Comments are sought on, but not limited to:

• quality outcomes
• cost savings
• regulations impacting delivery, cost and/or availability of PACE
• long term care needs across the state
• lessons from and comparisons to PACE in other states
• extending PACE model to other populations

You can also email your comments to medicaid.pace@dhhs.nc.gov.



Professional Development




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.

Join us for a fun filled day that will provide a positive and meaningful perspective in the midst of stress and change. Our presenter, Jody Urquhart is an an author and internationally recognized speaker who comes highly recommended by several LeadingAge state affiliates.

Learn how to: nurture the meaning and pride of your work; handle difficult situations and challenging people; and take steps to boost morale and increase cooperation. Note, this program is not just for direct service staff, but anyone who faces challenges in their job...that's all of us, right?

As in the past, we anticipate the workshop will sell out...reserve your seat today

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

Monday, November 6
8:30am-12:15pm
Iredell County Health Department
318 Turnersburg Highway
Statesville, NC
2 CEUs for NHA
Register for 11/6 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.


Marketing Symposium - NEW DATE
Tuesday, December 5th
8:30am-3:00pm
Covenant Woods
Mechanicsville, VA
Register Now
Download brochure

Target audience: Marketing professionals and interested professionals.

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.


Save the Date!

2018 LeadingAge North Carolina Spring Conference and Trade Show

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

Click here to submit a proposal to present.


2017 LeadingAge North Carolina Calendar

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


Strategic Thinking

In a Distracted World, Solitude is a Competitive Advantage: Harvard Business Review

Redefine solitude, "starve your distractions," clarify urgent versus important tasks, and more in this readable article about leading yourself before you try to lead others.

Seeking Justice for the Care Worker Work Force - A Short-Term Chance to Make a Long-Term Difference: Nonprofit Quarterly

This author frames the care workforce issue as one of social justice. Consider using this article when you need a resource outside of the field of aging to strengthen your case with constituents.

DiNitto, Choi: Address Underlying Causes of Suicide in Older Adults: Houston Chronicle

Did you know that suicide rates are higher among older adults than younger? This article suggests potential causes of older adult suicide and what our role is in helping prevent such tragedy.

To Build Connection on Your Team, Skip Icebreakers and Talk about Photography: Harvard Business Review

Looking for an innovative way to help your team bond? This author provides step-by-step instructions on how to use photography to create connection. The reasons why it works may surprise you! Considering using this approach at your next retreat.


News and Notes

Submit Your RFP for Spring Conference 2018 Today!

LeadingAge North Carolina invites you to share your expertise in the field of aging services. Submit a proposal to be a presenter at our largest event of the year, the Spring Conference and Trade Show May 14-17, 2018 at The Omni Grove Park Inn in Asheville, NC. We seek proposals that demonstrate best practices, exemplify creativity, and inspire innovation in the field of aging. Submissions may be made online by December 31, 2017

LeadingAge Disaster Relief Fund

To mitigate the impact of recent fires in California, as well as the destruction that Hurricanes Harvey, Irma and Maria caused, LeadingAge established a Disaster Relief Fund. The LeadingAge community has rallied to support our
peers and we have raised more than $513,000 toward a goal of $1 Million. If you haven't already, please consider giving today.

100% of your donation will go directly to members and their staff to cover a range of needs including basic supplies such as food and water. We are working with the management of these communities to help serve resident and staff needs. Please give now to the LeadingAge Disaster Relief Fund. If you would like to make a donation by check, please make it payable to “LeadingAge” and send to:


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

Bernard Robinson and Company CPE Symposium

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 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.

Carolina SeniorCare Announces Free Dementia Education

Carolina SeniorCare and the Alzheimer’s Association have partnered to help those that could be affected by Alzheimer’s disease and related memory disorders through a FREE two-part seminar series. Both sessions will be held at Carolina SeniorCare, 802 East Center St., Lexington, NC.

Understand Dementia-Related Behavior
Tuesday, November 7, 5:00– 6:00pm
This session will guide you in identifying common triggers for dementia behaviors, explain the process for assessing behaviors and address best practices and strategies to handle behaviors.

If you or someone you know is experiencing memory loss or behavioral changes, it’s time to learn the facts. Please register your attendance by contacting Amanda Gardner at 336-746-3507 or agardner@uchas.org.



Congratulations


Congratulations to Glenaire in Cary on the completion of their newly renovated health center last week.



CONSTRUCTION SERVICES

"You control the project. We help reduce the cost of material and equipment."


Major Renovations and Construction Projects

■Whether your project is under $1 million or over $500 million Value First can help your community achieve savings on major renovations and construction projects.

■Many of the vendors, architects and designers you do business with are market leaders that are also part of the Value First Construction Services program.

■Value First works with the architects, designers, and general contractors you choose.

■We serve as your cost savings advocate and consult with your architect to develop a vendor line-up to the basis of design (spec alignment). Value First can help you save on:

Fire alarm systems
Building controls
Roofing systems
Drywall and wall components
Doors and hardware
Flooring
Mechanical
Electrical
Plumbing
Elevators
Chillers
Generators
Custom wood products
Furniture, beds, lifts and more…

■ Connect Value First with your architects, project managers and key staff as early in the process as possible. Higher savings result from early engagement.

Program Benefits

♦Transparency in construction pricing.
♦Assistance with planning and procurement of materials, furniture, fixtures, and equipment.
♦Aggregate of purchases across multiple projects to ensure cost containment.
♦3% to12% project savings.

Step 1. Consultation
Consult with Brian Smidt, Director of Construction Services, to discuss type of construction project (new building/campus, addition or renovation); number of units/beds being added; phase of construction you are currently in; your chosen architect, engineer, interior designers, etc.
bsmidt@valuefirstonline.com
(651) 659-1418

Step 2. Collaboration
After consultation, if you decide to use Value First as your cost savings advocate a Construction Services Participation Agreement and Statement of Work are signed to make us an official part of your strategic team.
We will assign a project manager to guide you through cost savings, and we can begin to work with designers and contractors that may already be a part of the project.

Step 3. Completion
As your trusted partner and cost savings advocate, Value First will be involved in the bidding process to make sure you are getting the best possible price and quality in your material purchases.


LeadingAge North Carolina | 222 N. Person Street, Raleigh, NC 27601
919-571-8333 | info@leadingagenc.org | www.leadingagenc.org


This email was sent to @@email@@ from LeadingAge North Carolina. If you wish to opt-out

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Membership Update

Posted By Jennifer Gill, Friday, October 20, 2017
Updated: Thursday, October 19, 2017
Having trouble viewing this email? Click here to read in your browser.


October 20, 2017

Advocacy & Policy


Save the Medical Expense Deduction


We’ve heard from providers, residents, board members, family members…and now AARP: save the medical expense deduction! Current tax reform efforts underway in Washington, DC call for the elimination of the medical expense deduction, a move that would have serious financial consequences for those with high medical expenses. NOW is the time to contact your elected officials and have your voice be heard. Click here for specific information about the proposed loss of the deduction and for an easy way to contact your elected officials. Many voices are being brought to the table on this issue, thanks in large part to the work of the North Carolina Continuing Care Residents Association (NorCCRA). They’ve assumed a leadership role nationally on this issue and LeadingAge North Carolina is a proud collaborator with them. Sindy Barker, NorCCRA’s legislative policy chair (and a LeadingAge NC board member) continues to provide outstanding leadership.

NC Chamber Presents 2017 Health Care Conference in Durham

Only a couple of weeks remain to register for the North Carolina Chamber’s 2017 Health Care Conference: Profiles of Health Care Value in North Carolina.

This year's conference brings together business leaders from small, mid-size, and large businesses across the state to discuss best strategies for improving health care value while slashing health care costs.



Professional Development




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
1:00-3:00pm
Sharon Towers
5100 Sharon Road
Charlotte, NC 
2 CEUs for NHA
Register for 10/26 by clicking here.

Monday, November 6
8:30am-12:15pm
Iredell County Health Department
318 Turnersburg Highway
Statesville, NC
2 CEUs for NHA
Register for 11/6 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.


Marketing Symposium - NEW DATE
Tuesday, December 5th
8:30am-3:00pm
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.


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 for the remainder of this year, be sure to include LeadingAge North Carolina events and programs. Click here for the 2017 Calendar. 


Strategic Thinking

Why You Really Need to Stop Using Public Wifi: Harvard Business Review

Though public wifi may be convenient, using it places our personal and work digital security at serious risk. Take a look at this article to learn how to protect yourself from the hackers that are waiting to steal your information. Our most popular article on Facebook recently.

Research: For Better Brainstorming, Tell an Embarrassing Story: Harvard Business Review

Ever wondered how to encourage creative brainstorming among your team? It might seem counter intuitive but researchers have found that starting with a self-deprecating story encourages candor and creativity. Read this article for inspiration on how to kick off your next brainstorming session. Our second most popular article on Facebook in the past couple of weeks.

The Benefits of Advance Care Planning: The PEW Charitable Trusts

This brief interview highlights the usefulness of advance care planning to help loved ones and health care providers honor our goals and wishes if we become unable to speak for ourselves. Read and share this article with staff and loved ones if you are unsure what advance care planning entails, or why it might make sense.

And then 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, Winston-Salem, Mocksville, and King. Visit http://www.gotplans123.org to learn more about advance care planning, to download the planning forms, or to register for a workshop today.

CEOs Explain How They Gender Balanced Their Boards: Harvard Business Review

What are the benefits of a gender balanced board? To find out, the authors of this article interviewed 16 CEOs or board members who had an average of 49.8% women on their boards. Interviewees also explained how they achieved gender parity and why they felt other CEOs have not taken similar steps. If your board is struggling with a similar issue, this article could help.



News and Notes


Submit Your RFP for Spring Conference 2018 Today!

LeadingAge North Carolina invites you to share your expertise in the field of aging services. Submit a proposal to be a presenter at our largest event of the year, the Spring Conference and Trade Show May 14-17, 2018 at The Omni Grove Park Inn in Asheville, NC. We seek proposals that demonstrate best practices, exemplify creativity, and inspire innovation in the field of aging. Submissions may be made online by December 31, 2017


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.


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

LeadingAge Disaster Relief Fund

To mitigate the impact of recent fires in California, as well as the destruction that Hurricanes Harvey, Irma and Maria caused, LeadingAge established a Disaster Relief Fund. The LeadingAge community has rallied to support their
peers and has raised more than $445,000 toward a goal of $1 Million. 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. We are working with the management of these communities to help serve resident and staff needs. Please give now to the LeadingAge Disaster Relief Fund. If you would like to make a donation by check, please make it payable to “LeadingAge” and send to:


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

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.

Carolina SeniorCare Announces Free Dementia Education

Carolina SeniorCare and the Alzheimer’s Association have partnered to help those that could be affected by Alzheimer’s disease and related memory disorders through a FREE two-part seminar series. Both sessions will be held at Carolina SeniorCare, 802 East Center St., Lexington, NC.

Memory Loss, Dementia and Alzheimer’s Disease
Thursday, November 2, 5:00– 6:00pm
This session will cover symptoms of dementia, how Alzheimer’s affects the brain, causes and risk factors, stages of the disease, treatment and hope for the future.

Understand Dementia-Related Behavior
Tuesday, November 7, 5:00– 6:00pm
This session will guide you in identifying common triggers for dementia behaviors, explain the process for assessing behaviors and address best practices and strategies to handle behaviors.

If you or someone you know is experiencing memory loss or behavioral changes, it’s time to learn the facts. Please register your attendance by contacting Amanda Gardner at 336-746-3507 or agardner@uchas.org.

Wake AHEC Offers Fall Reduction Program

October 26
9:30am-12:30pm
The Cypress of Raleigh Club, Inc.
8801 Cypress Lakes Drive
Raleigh, NC
Click here to download registration form.

2.0 NHA CEUs applied for
$25 before Oct. 19
$35 after Oct. 19

Speaker
Michael McGregor, PT, DPT, CEEAA
Regional Clinical Director
Clinical Specialist of Education
Genesis Rehab

Target Audience
Nurses, Certified Nursing Assistants, Medical Assistants, Nursing
Home Administrators, Home for the Aged Administrators, Assisted
Living Executive Directors, Social Workers, Activity Directors, Case Managers and others working in assisted living and long-term care facilities

Objectives
At the conclusion of this educational activity, participants should be able to:
1. Identify the role and responsibility of the inter-professional team in addressing falls in the post-acute environment.
2. Describe the communication and methods for medical and community programs to jointly support an individual’s fall risk management
3. Discuss expected outcomes for managing fall risk in a continuum mode

This program will provide an overview of the development of a partnership between medical and community models using the methods and communication needed to implement a sustainable fall risk management method. Click here to download registration form.


Congratulations


Pat Jones with Tom at the Leadership
Academy visit to NC DOI in August 2017.

NC DOI Welcomes New Administrative Assistant

Patricia (Pat) Jones has joined the North Carolina Department of Insurance as Administrative Assistant. Pat joins the team with more than 25 years of state government experience including consumer protection and administrative management. She brings a great deal of skill, talent, and value to the Special Entities Section. Please join us in welcoming Pat to the Department and Special Entities Section. And please note Pat's contact information below for your records.

Patricia T. Jones
Administrative Assistant
Special Entities Section
Financial Analysis and Receivership Division
NC Department of Insurance
1203 Mail Service Center
Raleigh, NC 27699

Phone: 919-807-6612
Email: Pat.Jones@ncdoi.gov




Need a Ride?


►Passenger Van
►Shuttle Bus
►Ambulette (non-emergency wheelchair van)
►Truck
►Sedan

LeadingAge Value First members can access our exclusive FleetAssets vehicle rebate program for any new company van, car, truck or shuttle bus. Click here to see sample vehicles.

Contact Value First Representative, Vanessa Ceasar at (404) 421-3956 for additional information.

LeadingAge North Carolina | 222 N. Person Street, Raleigh, NC 27601
919-571-8333 | info@leadingagenc.org | www.leadingagenc.org


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Membership Update

Posted By Jennifer Gill, Friday, October 6, 2017
Having trouble viewing this email? Click here to read in your browser.


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:


LeadingAge
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
8:30am-3:00pm
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
3:00-4:00pm
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
1:00-3:00pm
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 http://www.gotplans123.org 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.


Congratulations

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 | info@leadingagenc.org | www.leadingagenc.org


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Membership Update

Posted By Jennifer Gill, Friday, September 15, 2017
Updated: Friday, September 15, 2017
Having trouble viewing this email? Click here to read in your browser.


September 15, 2017

We are holding the people affected by Hurricanes Irma and Harvey close in our hearts. To help make a difference donate now to the LeadingAge Hurricane Disaster Relief Fund. 100% of all donations will go directly to LeadingAge members and their staff to cover basic supplies such as food and water. To make a secure, tax-deductible on-line donation please click here. If you would like to make a donation by check, please make it payable to “LeadingAge” and send to:

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



Advocacy & Policy


Overview of Policy Activities this Week and What to Expect this Month


LeadingAge national's expert advocacy staff continues to work hard every day representing your interests in Washington, DC. With last week's surprising move by President Donald Trump to engage Democratic leadership in debt ceiling and hurricane relief negotiations, a lot has changed in the past ten days! CLICK HERE for a look at the latest update from national about all things advocacy.

Click here for a great overview from The Washington Post of what Congress will be working on this month. LeadingAge national is closely tracking several filed amending for the House's action on its omnibus spending bill. We will be sure to pass along information to you if important items are poised for consideration.

Access the RoP Phase 2 Facility Assessment Toolkit Today

LeadingAge national partnered with Pathway Health to develop Requirements of Participation (RoP) Phase 2 tools, resources and quickpaths. The Facility Assessment Toolkit is now available online complete with an overview and guidelines for each section. This is an in-depth toolkit with sections that will help you understand the intent of the Facility Assessment (FA) and gather the necessary information to complete the FA. Please look for the tools and resources to cover the following RoPs:

Baseline Care Plan
Antibiotic Stewardship
Self-Administration of Medications
Psychotropic Medication
Infection Control
Smoking Policy
Behavioral Health
Staff Competency
Transfer/Discharge
Medication Management
Emergency Preparedness
QAPI
Abuse Prevention
Resident Rights

Register Today for the Annual Meeting of the NC Coalition on Aging

Last Day to Register!
NC Coalition on Aging Annual Meeting
Friday, September 22
NC State University Club
4200 Hillsborough Street
Raleigh, NC
Keynote speaker: Dr. James H. Johnson, Jr., UNC Kenan-Flagler Business School

Click here
for more information and to register today. Cost is $20 for Coalition members and $30 for non-members.

Federal Judge Invalidates White Collar Overtime Rule

As expected, a Federal judge in Texas struck down a final rule promulgated by the DOL under the Obama administration that nearly doubled the salary threshold for the Executive, Administrative, Professional, Outside Sales and Computer Employees (EAP) exemption under the Fair Labor Standards Act (FLSA). The move comes after the DOL under the Trump Administration signaled in a court filing this summer that it would no longer defend the rule.

In the most recent action, the judge, an Obama appointee, found that the increase in the salary test from $23,660 to nearly $47,476 would dilute the "duties" test which focuses on the employee's dues, functions or tasks in determining whether the exemption applies. As such, the judge concluded that the rule inappropriately negated the structure devised by Congress in enacting the FLSA.

The rule was scheduled to take effect on December 1, 2016; however the same Federal judge in Texas issued a nationwide injunction on November 22, 2016 that initially blocked the rule. The Obama administration, in December, 2016, appealed the injunction to the U.S. Court of Appeals for the Fifth Circuit.

LeadingAge, in 2015, filed a comment letter with the DOL that opposed such a steep increase in the salary threshold.

-Thanks to Jennifer Hilliard of LeadingAge national for this update.




Professional Development

Marketing Symposium - POSTPONED due to weather
Please check back with us for a new date to be announced soon.


 

Development Roundtable
September 28
Pennybyrn at Maryfield in High Point
Register Now
Click here to download flyer for printing and distribution.

Development officers and anyone who is responsible for planned giving at your community, please join us!

How do you create a culture of giving ? How can you engage potential donors? How do you align your work with your community’s strategic plan? Experts in tax, media relations, and legal issues will answer your questions. Development officers from member communities will share their challenges and lessons learned.


Dining Symposium
with NC Association of Nutrition and Foodservice Professionals
October 11
10:00am-3:30pm
The Cypress of Charlotte
Click here to register now.
Click here to download the flyer for printing or distribution.

Directors of Dining, Nutritionists, other Dining Management and interested Professionals: We have planned a symposium with you in mind! $75 for members, $125 for non-members. Earn 4.0 NHA CEUs; CDM CFPP CEUs have been applied for. Join us as we discuss:

• Building and Designing Kitchens
• Industry Trends Throughout the Country
• Assessing the Dining Operation
• Innovative Programs
• From Concept to Reality: Best Practices
• Tour of The Cypress of Charlotte Dining Program


Succession Planning and Practice
FREE Webinar for LeadingAge NC Members
Presented by Walker Healthcare CPAs
October 19, 2017
3:00-4:00pm
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:
Choose From 3 Dates


Thursday, September 28
1:00-3:00pm
Southminster
8919 Park Road
Charlotte, NC 28210
2 CEUs for NHA
Register for 9/28 by clicking here.

Wednesday, October 4
9:30-11:30am
Lincolnton Department of Social Services
1136 E. Main Street
Lincolnton, NC  28092
2 CEUs for NHA
Register for 10/4 by clicking here.

Thursday, October 26
1:00-3:00pm
Sharon Towers
5100 Sharon Road
Charlotte, NC  28210
2 CEUs for NHA
Register for 10/26 by clicking here.

Register for one of these sessions 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.


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

Stop Letting Email Control Your Work Day: Harvard Business Review

The average person checks his or her email 70 times a day! Meanwhile, email is a stressor to employees who feel overwhelmed by their inboxes. Check out this article for more control over your day and a new approach to your inbox. This is a great article to share with staff.

Providers Continue to Expand CCRC Without Walls Model: Senior Housing News

Did you know that a handful of LeadingAge North Carolina members have a CCRC (LPC) Without Walls program? This article focuses on care coordination and partnerships as keys to success and longevity for these types of programs.  Click here to read this article if you are considering such a program, or if you already have one in place and want to consider best practices.

Why Everyone Should See Themselves as a Leader: Harvard Business Review

Even though we possess certain natural abilities, we are neither born leaders nor born followers; we can learn to be both. Whether or not you are a leader by title, click here and listen to this 26-minute podcast (over lunch in your office?) or read the transcript. The interviewee is Sue Ashford, professor at the University of Michigan Ross School of Business. She presents a more fluid definition of leadership than is traditional. You might see yourself and your team in a new light.

Surviving a Big Storm Doesn't Mean the Trauma is Over: FiveThirtyEight

This article outlines some of the emotional and social challenges of surviving a natural disaster, as well as the potential impact of such stress on long-term physical health. This is a timely read in the wake of Hurricanes Irma and Harvey especially if you have residents or staff who were affected in any way.

The Journey of Geriatric Emergency Medicine: Acceleration, Diffusion, and Collaboration as Keys to Continued Growth: HealthAffairs Blog

Written by physicians, and despite its technical sounding title, this article is very accessible to the layman and a wonderful resource. The authors, including one from North Carolina, explain what forward-thinking emergency departments are doing to support geriatric patients in their communities. You'll want to read this article, particularly if you have any kind of partnership with your local hospital.


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.

Call with Your 5-Star Questions

CEOs and administrators...do you ever wonder if you are fully utilizing your 5-Star report? If so, we have a resource for you. Sue Chenail (pron. Shun-eye) is an RN Senior Quality Improvement Analyst with the Technology Solutions division of LeadingAge New York. She will be available to you on Wednesday, September 20th from 2:00-2:30pm by phone to listen and answer your questions. Even if you don't have specific concerns, plan to share your observations and thoughts, or just listen and learn. We hope you'll join us:

September 20th
2:00-2:30pm
Call: 303-248-0285
Code: 5718333

LeadingAge National Annual Meeting & Expo
October 29 - November 1, 2017
Ernest N. Morial Convention Center
New Orleans, LA

Register today for LeadingAge national's annual meeting. Reenergize your commitment, refresh your knowledge and renew your passion. Join your colleagues from across the country to share victories, exchange ideas, renew inspiration and build relationships. We hope to see you there!

 

NC Chamber Conference 2017 Women: A Force in Business

Today is the last day to register for the NC Chamber's 2017 Women: A Force in Business conference in Raleigh on September 21, 2017. LeadingAge North Carolina is a sponsoring organization so our members may register at the Chamber member rate. Choose your own breakout sessions throughout the day including "The Art of Emotional lntelligence,""Leading When You're Not In Charge," "The Cross-Generational Workplace," along with many others. During breaks, enjoy brief Pop-Up Learning Sessions that focus on wealth management, digital branding, revitalization and other self-development topics.

Click here
for the NC Chamber's event flyer.
Click here to register
and select Individual Member Ticket.

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.

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.




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 | info@leadingagenc.org | www.leadingagenc.org


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Emergency Preparedness from CMS

Posted By Jennifer Gill, Thursday, September 7, 2017


From the Desk of Tom Akins
September 7, 2017


At the present time, the path of Hurricane Irma as it relates to North Carolina is still uncertain. As you make preparations and tune in to the forecast, please reference the links below to the Emergency Preparedness Website for CMS. Thanks to Cindy Deporter at DHSR for providing these for our members.

  • Click here for the general emergency preparedness page.
  • Click here for Hurricane Irma-specific information.

As the situation unfolds we will be in touch with updates and resources as needed.

Regards,

Tom Akins
President and CEO
LeadingAge North Carolina




LeadingAge North Carolina | 222 N. Person Street, Raleigh, NC 27601
919-571-8333 | info@leadingagenc.org | www.leadingagenc.org


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Labor Day Office Closure

Posted By Jennifer Gill, Friday, September 1, 2017
The LeadingAge North Carolina office will be closed this Monday, 9/4 in observance of Labor Day. We wish everyone a safe & relaxing holiday!

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Managing the Millennial Mindset

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