Print Page  |  Sign In  |  Register
LeadingAge NC News
Blog Home All Blogs
Search all posts for:   


View all (188) posts »

Membership Update

Posted By Jennifer Gill, Friday, June 15, 2018
Updated: Thursday, June 14, 2018
Having trouble viewing this email? Click here to read in your browser.

June 15, 2018

Click on the section you would like to view.
Advocacy & Policy
Strategic Thinking
Professional Development
Volunteer Spotlight
News & Notes
Value First

Advocacy & Policy

General Assembly Overrides Governor’s Veto of State Budget
The major task for the General Assembly during a short session (held in even-numbered years) is to make any changes to the two-year budget passed during the previous long session (held in odd-numbered years). This year’s work by elected officials produced changes that included a 6.5 percent average pay raise for teachers and raises for other state employees that mostly ranged from 2 to 8 percent, depending on the job. The budget also raised the minimum state salary for almost all full-time state employees to $15 an hour. Last week, Governor Roy Cooper vetoed the budget but both chambers were able to muster the votes necessary to override the veto.

New Assisted Living Bill Introduced by Mecklenburg Representative
House Bill 1071
has been introduced by Representative Scott Stone (R-Mecklenburg County) and referred to the House Committee on Judiciary III of the North Carolina General Assembly. An article in the Charlotte Observer provides background for the genesis of the legislation. We are working to meet with Rep. Stone to discuss the specifics of the bill, particularly a provision that increases the discharge notice period from 30 days to 60 days. Our public policy committee has been providing feedback and we’ve been communicating regularly on the issue with concerned parties at the General Assembly.

Medicare Trust Fund Insolvency Now Projected for 2026
The Medicare Trustees’ 2018 report notes that the Medicare Part A Hospital Insurance (HI) trust fund will be insolvent by 2026, just 8 years from now. This is three years earlier than previously projected. This trust fund pays for Medicare beneficiaries Part A services, such as hospital care and skilled nursing facility services. While this doesn’t mean that the fund balance will be zero in 2026, as it continues to receive an influx of dollars from payroll taxes, it is projected to only have 91% of the dollars needed to pay the expected bills. This latest development and the second warning from the Trustees will place renewed pressure on Congress and the Administration to address the issue because by law the trust fund, “cannot borrow money or pay benefits that exceed the asset reserves in their trust funds.” The Committee for a Responsible Federal Budget notes, “the law calls for payments to be cut by 9% to bring spending in line with revenue, with the cut rising to 22% by 2040.” The trust funds solvency is impacted routinely by federal legislation. Recent legislation adversely impacted both income and costs. According to the report, “HI income is projected to be lower than last year’s estimates due to (i) lower payroll taxes attributable to lowered wages in 2017 and lower levels of projected GDP and (ii) reduced income from the taxation of Social Security benefits as a result of legislation. HI expenditures are expected to be higher than last year’s estimates due to higher-than-anticipated spending in 2017, legislation that increases hospital spending, and higher Medicare Advantage payments.

Carry the Conversation: Join the Movement!

Last week LeadingAge national launched a new campaign to raise awareness about the prevalence of millennial caregivers and the need for long-term services and supports (LTSS) financing solutions. Carry the Conversation: Be the Voice for Long-term Services and Supports is aimed at supporting millennials in speaking out about this problem and urging them to share their stories. The goal is to create an educated community of LTSS advocates to demand action, and carry the conversation to the offices of their elected officials. Lawmakers need to take action and find solutions for financing LTSS. We hope you will consider sharing pre-written posts on your social media networks and talking to the millennials in your life about this campaign. We encourage you to Join the Movement to show your support for this important issue. For all the information you need, visit Please email Jennifer Gill in our office if you have any questions.

Make Plans NOW to Attend Aging Policy Listening Session in Your Area

The North Carolina Division of Aging and Adult Services is preparing to hold its final two Aging Policy Listening Sessions for the 2019-2023 Aging Services Plan. These Listening Sessions, which are co-hosted by the NC Association of Area Agencies on Aging, will help identify the needs of the state’s older citizens, disabled adults, and their caregivers. As noted, the information gathered will also inform North Carolina’s 2019-2023 Aging Services Plan and will likely guide policy work for the Division, the Department of Health and Human Services, and other agencies of state government in the next several years.
The dates and locations of the final two listening sessions are as follows:

June 19, 2018
Pitt County Community Schools and Recreation Building
4561 County Home Road
Greenville, NC 27858
10 a.m. - 12 p.m.

June 27, 2018
Centralina Council of Governments
9815 David Taylor Drive
Suite 100
Charlotte, NC 28262
10 a.m. - 12 p.m.

Strategic Thinking

Member Question re: Drug Testing for Food Service Staff

How are your colleagues across the state dealing with drug testing of food service employees? Be sure to click here to download an Excel spreadsheet with responses to this member question. Thanks to everyone who helps sustain this service by taking time to respond!

Foundation’s Diversity Study Released

The closing general session at our annual conference featured Dr. Jim Johnson from UNC-Chapel Hill’s Kenan-Flagler Business School and the public release of “African American Voices Regarding Continuing Care Retirement Communities/Life Plan Communities.” This research study, commissioned by the LeadingAge North Carolina Foundation, provides valuable insight into the fundamental question of why aren’t CCRCs/LPCs in North Carolina more racially and ethnically diverse and, more specifically, why aren’t there more African Americans in North Carolina’s CCRCs/LPCs? The study provided recommendations and we are in the process of assembling a special task force that will be charged with developing specific tools that both LeadingAge North Carolina and its member communities can utilize moving forward. Click here for a copy of Dr. Johnson’s PowerPoint presentation from the closing session.

Curbing Elder Abuse: What's Been Helping, What's Needed
June 12, 2018,

Today is World Elder Abuse Awareness Day. Please take a moment to read this brief article to understand the different ways that older adults are at risk and how we may be champions of change.

An Overlooked Skill in Aging: How to Have Fun
June 2, 2018, The Wall Street Journal

Once work and child rearing are (mostly) over, what do you do to have fun in your later years? And why is there so little research on its impact? If you want permission to enjoy yourself or to help someone else have fun, please take a moment to read this (fun!) article and then make sure to get out there and have fun!

Take Steps Toward an American Freed from Ageism

Aging services professionals are in a unique position to positively influence perceptions about aging in a variety of ways. This quick guide is designed to help organizations and individuals be mindful of the language and messaging they use around aging, and take steps toward eliminating ageist attitudes, behaviors, and words from our vocabulary.

Professional Development

Next Month!
Finance & Strategy Symposium
with LeadingAge Virginia
July 26, 2018
Springmoor in Raleigh
7.0 CPE 6.0 NHA

CFOs, CEOs, Controllers, and other interested members, registration is now open for the Finance and Strategy Symposium with LeadingAge Virginia. Be sure to arrive in time for dinner the night before. Topics will include:

  • State of Aging Services
  • Use of data and analytics to improve management decisions
  • Ramifications of new tax law
  • Common coverage gaps in professional liability
  • Why HR and Finance should partner to reduce labor costs

Register here.
Download brochure here.

Reserve your seat for August!
Management Leadership Series

August 15, 2018
WhiteStone in Greensboro
Facilitated by Rick Schlentz of EXTRA!Ordinary, Inc.

Members: $125
Non-members: $175
4.0 NHA CEUs

Department directors, team leaders, supervisors, and mid managers - would you like a fresh perspective and new ideas about how to engage your team? Plan to join us and learn more about what it takes to create an effective team in this last session of the series. You are welcome to register even if you did not attend the first session. Register online. Download brochure.


Workforce Summit

August 22, 2018
River Landing at Sandy Ridge
Colfax, NC

Topics will include best practices with regard to:

  • Student internship programs
  • Respecting and embracing differences among staff
  • Workplace violence prevention and response

Speakers panel includes representatives from:

  • Appalachian State University
  • BB&T Insurance
  • Kitch
  • Givens Estates
  • Penick Village

Register Now
Download Flyer


Marketing and Communications Symposium
with LeadingAge Virginia and LeadingAge Maryland
September 19, 2018
Covenant Woods Retirement Community
Mechanicsville, VA

2018 Event and Education Calendar

Please click here to view and print LeadingAge North Carolina's 2018 Event and Education Calendar for yourself and your staff.  Even after our Annual Conference we continue to offer special events where you and your staff may learn, get inspired, and refresh yourself. We look forward to seeing you!

Advance Care Planning Workshops in June

The NC Partnership for Compassionate Care provides tools for the public to talk about their wishes with family, friends and health care providers, and to execute written advance directives (Health Care Power of Attorney and living will) in accordance with North Carolina state laws. For a list of Advance Care Planning Workshops across North Carolina this month, please click here.

July 26, 2018
Abernethy Laurels in Newton, NC
10:00 am – 2:00 pm
Cost: $49

This seminar is for development professionals, executive directors or gift officers engaged in non-profit settings in North Carolina that would like to raise more money by beginning or running a planned giving program in a small shop. You will learn the basics on how to get started along with information on the three simple planned gifts that make up 85% of all planned gifts. There will be a basic overview of charitable gift annuities and other gift vehicles by the North Carolina Planned Giving Council.

The program is eligible for 3 hours of CFRE credit

Register here.

Volunteer Spotlight

Lori Portfleet

Board members of LeadingAge North Carolina are leaders of our nonprofit membership and volunteers who offer their time and expertise with the sole purpose of enriching the field of aging services. This month we learn more about our newest board member, Lori Portfleet, President and CEO of St. Joseph of the Pines in Southern Pines.

1. Why did you become involved in LeadingAge North Carolina?
I was actively involved in Health Care Association of Michigan and (more recently) LeadingAge MI, and I feel it keeps me current on what is happening in our profession, as well as develops great peer relationships and friendships. LeadingAge North Carolina will be extremely valuable to me for the same two reasons, and that is why I want to be involved.

2. What makes our mission meaningful to you?
I am an advocate (for residents, colleagues, and community) and I love seniors, and this mission speaks to my need to be innovative and to be a leader in the field of aging.

3. If you had unlimited resources, what is the one thing you as a board member would like to do for the population we serve?

I would triple the direct care staffing ratios as well as the Life and Leisure (activities) staffing to make certain that quality of life and quality of care were at the highest level for residents' satisfaction.

4. If you could swap jobs with a staff member for a day, what would you want to try and why?
I would like to be a concierge and have the freedom (and budget) to meet resident's needs, provide answers to questions, and reduce any anxiety caused by the "learning curve" of being in a new environment.

5. What do you do to relax, to get away, and to recharge your batteries?

I love going to the beach, gardening and reading magazines and cookbooks.



Congratulations to Chris Romick who, in April this year, joined Grace Ridge in Morganton as the new Executive Director. Chris is a US Navy veteran who holds a BA in Gerontology Administration from Kent State University and an MBA in Marketing from American Public University. He is a licensed nursing home administrator and has previously held the roles of Marketing Director, Regional Director, and Executive Director in Life Plan Communities across the United States. Please join us in welcoming Chris to LeadingAge North Carolina.

News and Notes

Have You Read LeadingAge Magazine Lately?

Then, you don’t know what you’re missing! Here are a few thoughts from our Editor, Gene Mitchell:

Today, when we meet at conferences or launch studies, discussions about “housing plus services” typically begin with the need to bring more health care to housing residents. The greatest challenges relate to working with Medicare and Medicaid, coping with multiple providers and health plans, and figuring out how to fund a reliable level of services that we believe will keep residents independent and healthy longer.

For a good statement of the problem, I urge you to read an article on the LeadingAge website, “Taking Steps Toward Financing Housing Plus Services,” by Alisha Sanders of the LeadingAge Center for Housing Plus Services. She spells out the situation very clearly, and explains the barriers to reaching this goal.
Our Vision column is a podcast, “Testing Affordable Housing Plus Services Innovations.” It’s a conversation with LeadingAge member Kim Brooks of Hebrew SeniorLife and Elissa Sherman of LeadingAge Massachusetts about a couple of Bay State initiatives designed to study housing plus services models.

In “Housing Plus Services: Providers Make the Most of Opportunities,” you’ll meet some of those members I referred to—people who are always on the hunt for new ways to serve residents. They are bringing residents valuable wellness programming, creating activities that help build community, finding partnerships to connect residents to health providers, and much, much more.

A home is a launching pad for many other good things. Most of us take that for granted, but those who have lived on the street never will. In “Housing for Seniors Without Homes: The First Step in a New Life,” read about members who are helping at-risk elders and those experiencing homelessness.

Housing providers are giving their buildings some love, too. They are adopting energy-efficient building standards and technologies, and making their resource use more sustainable. The three-headed goal is to improve residents’ quality of life, look after the Earth, and save a little money too. Read “How Affordable Senior Housing Providers are Greening Their Properties.”

Property managers and service coordinators work hard to help bring needed resources to people living on very little money. For some older adults, however, poor money management skills exacerbate the problems already caused by low incomes. Read “Financial Counseling for Low-Income Seniors” to learn about some resources to that can help.

“The Positive Impact Loop: Creating a Person-Centered Culture,” is a reflective column from Stephen Proctor, CEO of Presbyterian Senior Living and a past recipient of the LeadingAge Award of Honor. He shares his experience in building a positive culture throughout his large organization.

Another member-written article, “Body and Mind Benefit From Music Therapy Program” tells the story of how one member uses music therapy and the positive results it has wrought.

Finally, the always popular “People We Serve” series brings us “Singers, Survivors and Award-Winning Staff.”

Keep those stories coming!

Easy Link to stay Connected with National Listservs

There is a new link on LeadingAge national's website for anyone who wishes to get more involved and connected with the LeadingAge community! The new link allows for members to join LeadingAge national's listservs and advisory groups as well as express interest in serving LeadingAge in a more official capacity (ie. committees, task forces, etc.) We hope you will take advantage of this opportunity to get connected!

Newly-Released LeadingAge Member Resources

  • The Regulatory Round Up: This suite of three products is designed to provide LeadingAge members with valuable information about federal regulatory initiatives and developments;
  • The 2030 Aging Services Scenario Toolkit: This strategic planning toolkit explores the future need for and delivery of aging services in the context of expectable, challenging, and visionary futures. The toolkit includes a report and video presentation detailing the scenarios, and a discussion guide and PowerPoint presentation to use in your internal discussions;
  • LeadingAge Magazine: The magazine’s March/April issue examines how LeadingAge members are putting their best foot forward by learning about the changing landscape they face, examining how they communicate with their communities, asking how well their services correspond with what consumers want, and adapting to better serve older adults;
  • Social Connectedness and Engagement Technology Online Selection Tool: The Center for Aging Services Technologies (CAST) released an updated version of this tool in March; and
  • Issue Brief for Affordable, Service-Enriched Senior Housing: The issue brief requests $600 million in new Section 202 construction funding, increased funding for service coordinators and increased funding for Older Americans Act programs.

A group purchasing organization of LeadingAge and its State Affiliates.


Janitorial and Housekeeping Supplies

How much does your community spend on janitorial and housekeeping supplies?  Do you know if you are getting the best prices?
A cost study is an excellent management tool for determining if you are getting competitive pricing for what you purchase. From paper towels to cleaning chemicals, LeadingAge’s group purchasing organization, Value First, can compare what you are currently paying to pricing available through the GPO.  Your community’s janitorial supplies distributor may already be affiliated with Value First.  To do a cost study, you provide the list of items you want to compare.  Value First does the analysis.

Does your community use a different group purchasing organization for janitorial supplies?

Even if you are purchasing through a group purchasing organization other than Value First, Value First can do a cost study for you.  The primary goal is to work with LeadingAge members to make sure they are getting the best pricing—with Value First or through other sources. 

Not sure if you want to use Value First for housekeeping supplies?

The choice is yours.  You can continue with your current arrangement. Or, if the cost study results indicate potential savings, you can consider purchasing through Value First.  This is your GPO!

How do you request a cost study for your community?

Contact Value First representative Vanessa Ceasar at Call (404) 421-3956 or click here to submit your request

Value First is a group purchasing organization owned by LeadingAge national and twenty five state associations, including LeadingAge North Carolina.  Value First is designed to leverage the buying power of thousands of senior service providers across the country to get the best pricing on a comprehensive array of products and services.


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

of general or group correspondence, you can update your email preferences here: @@unsubscribe_url@@.

This post has not been tagged.

Share |
Permalink | Comments (0)
Sign In


Phase 3: Implementing an Effective QAPI Program

PDPM: Effective Systems and Coding of Section GG

Phase 3: Implementing an effective SNF Compliance & Ethics Program

SNF Quali Reporting (QRP) and SNF Value Based Purchasing (VBP) Programs

PDPM: Developing ICD.10 Expertise for Effective Coding of Clinical Categories & Non-Therapy

LeadingAge NC News
Featured Members