May 4, 2018

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Advocacy & Policy
Strategic Thinking
Professional Development
News & Notes
Value First

Advocacy & Policy

Election Day is May 8; Early Voting Ends May 5
Early voting is open through May 5 for the 2018 primary election in North Carolina. Election Day is Tuesday, May 8. You can find out early voting hours and locations from your county board of elections. Here is basic information about the primary election that you can share with your residents, staff, board, and volunteers:

  • The primary ballot will include contested party races for congressional seats, state legislative positions, and county board membership.
  • Eligible voters who have never registered in North Carolina or have moved since the last election can still register during the early voting period but will not be able to register on May 8.
  • Unaffiliated voters can choose any party's ballot in the primary election.

The North Carolina State Board of Elections & Ethics Enforcement has posted sample ballots for all elections online. To find your sample ballot (and your polling place), enter your name in the Voter Search.

State Legislators Likely to Consider Nonprofit Bills Later This Spring
Later this month, the North Carolina General Assembly will return to Raleigh for its 2018 short session. Legislators are likely to vote on a variety of bills affecting nonprofits, including:

  1. Nonprofit annual reporting requirements. Last year, state legislators came close to passing a bill (S.114) that would improve the public's trust in nonprofits (without imposing much of a burden on nonprofits themselves) by creating a simple, no-fee annual reporting system for North Carolina nonprofits. Legislators will likely revisit this bill in the short session.
  2. Tax law changes. Because some of the federal tax law changes that passed in December will also impact the state tax code, the General Assembly will need to revisit state tax laws this year. For example, with state legislative action, nonprofits that offer parking or transportation benefits to their employees will be required to pay state income tax (at the 3% corporate income tax rate) on these expenses, in addition to 21% tax they now need to pay to the federal government.
  3. Constitutional amendments. Among the amendments that could be considered for the November 2018 ballot are an income tax cap (S.75) that could have unintended consequences for nonprofit tax exemption, state funding of nonprofits, and demand for nonprofits' services.

The short session will likely run through at least the end of June and is a great opportunity for your residents, staff, board members, and volunteers to talk with their state senators and representatives about their work and the ways that state policy affects them. Let us know if you'll be in Raleigh during this year's short session and would like to meet with your state legislators while you're in town. LeadingAge North Carolina can help you set up meetings, providing coaching on messaging and logistics, and even join you for your meetings.

Make Plans NOW to Attend Aging Policy Listening Session in Your Area
The North Carolina Division of Aging and Adult Services has added two additional 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 listening sessions are as follows:

May 8, 2018
The Folk-Art Center
Milepost 382 Blue Ridge Parkway
Asheville, NC
10 a.m. - 12 p.m.

May 22, 2018
Piedmont Triad Regional Council
1398 Carrollton Crossing Drive
Kernersville, NC 27284
10 a.m. - 12 p.m.

May 30, 2018
New Hanover Senior Resource Center
2222 S. College Rd. Wilmington, NC 28403
Wilmington, NC
10 a.m. - 12 p.m.

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.

Federal Tax Reform Means More Revenue for State
Changes in the recent federal tax cut bill will result in a $30 million increase in state revenue for the coming fiscal year, but proposed legislation presented in a legislative committee on April 11 which changes the state tax code would increase revenue by $54 million instead. The draft legislation would prevent aspects of the federal legislation that reduce state revenue from applying to North Carolina's tax code. It would stop the state from adopting several of the federal tax code changes including the new federal rules governing deductions for mortgage insurance premiums and tuition expenses, as well as tax incentives for making investments in areas deemed "opportunity zones" for new economic development. The bill didn't get a vote on the 11th but will be reviewed again at a future committee meeting.

State Budget Numbers Better Than Originally Forecast
The latest state revenue projections show a $265.8 million surplus over what was budgeted for the current fiscal year, but the state's budget director, Charlie Perusse, says that number will likely shrink a bit when the final numbers are released in early May. Perusse reports that this surplus which appeared in the Office of State Controller's February report reflects an unusually high number of early tax payments. The next consensus revenue forecast is scheduled for today and will be used by state leaders in making budget decisions. Perusse expects the surplus to be between $100 million and $200 million, which amounts to about 0.5% of this year's $23 billion budget.

Adult Care Home Star Rating System Under Review
Since 2009, North Carolinians looking for an adult care home have used a star rating system designed to show how well these assisted-living centers care for older residents and those with disabilities. Now a multi-disciplinary team mandated last year by the General Assembly is studying whether the four-star system should be retained, modified or scrapped. As a result of a 2017 act of the legislature, people can leave their opinions about the ratings on a statewide web-based survey through July 31. To read more about this go to this NC Health News article.

Strategic Thinking

Thoughts on Transportation…
A recent AAA Carolinas survey revealed that 71 percent of Carolinians are not yet comfortable with self-driving cars, with only 29 percent saying they were ready for a ride in a fully autonomous vehicle. Across the country, however, drivers are beginning to embrace self-driving vehicles. An annual survey reveals that 63 percent of U.S. drivers report feeling afraid to ride in a fully self-driving vehicle, a significant decrease from 78 percent in early 2017. Looking down the road, it was reported yesterday at a Triangle Business Journal symposium that in some new housing developments, builders are being required to install electric vehicle charging outlets in all garages and in front of retail settings.

How Humble Leadership Really Works
April 23, 2018, Harvard Business Review
Instead of focusing on outcomes, humble leadership focuses on increasing responsibility, autonomy, and ownership. Read this article for ideas on how to try out this concept for yourself and see if your followers begin to think more for themselves and try their own ideas.

DHHS Releases Interactive Map Showing Social Determinants of Health Indicators Across North Carolina
The conditions in which people live, work, play, and worship are known as Social Determinants of Health. These conditions can have influence on a wide range of health and quality of life outcomes. Learn more about the health indicators where you live and work. Select your region on the new interactive map from DHHS. Doing so will unlock a summary of that region's economic stability, education, social and community context, health and healthcare, and neighborhood and built environment.

Responses to Member Question re: Staff Alerts
How do your colleagues around the state contact staff in emergency situations? Be sure to click here to download an Excel spreadsheet that lists responses to the member question on this topic. Thanks so much to everyone who helps sustain this member service by taking time to respond!

Professional Development

2018 Spring Conference and Trade Show
The Omni Grove Park Inn
May 14-17, 2018
Register Now!

We are less than two weeks away from conference! It’s our largest gathering of the year so be sure to register. We could not be more excited about our lineup for you including:

  • Breakfast with Katie Sloan, President & CEO of LeadingAge national, on Tuesday, May 15 from 8-9am
  • Deep dives for more in-depth information on leadership principles and diversifying executive and board positions
  • A Town Hall Conversation on Monday, May 14 from 2-4pm that will give members an opportunity to provide input on public policy affecting you and those you serve
  • A community service project during trade show hours to fill at least 180 bags of food for the Council on Aging of Buncombe County
  • 2018 Leadership Academy graduation and 2019 class kick off
  • A update on the Diversity Study and much much more

Be sure to register to join us!

Town Hall Conversation
Monday, May 14
The Omni Grove Park Inn Asheville

Register Here

We hope you’ll make plans to join us for our first annual LeadingAge NC Town Hall Conversation. This is your opportunity to provide input about ways national public policy is affecting you, the older adults you serve, and how policy could be changed for the better. NOTE: While this is being held in conjunction with our annual conference, it is free and open to those who are not attending the conference.

NEW! Lunch and Learn

The Times They Are A-Changin':
Navigating the paradigm shift in third party reimbursement

Monday, June 11
Salemtowne, Winston-Salem
Presented by Functional Pathways

This workshop is for you - administrators, DONs, CFOs, controllers, and other interested long-term care provider professionals! Join us over lunch and discuss how to strategize for your community around the paradigm shift in third party reimbursement from Medicare Advantage programs, bundled payment initiatives, accountable care organizations and proposed PPS reform. Download flyer.  Register now.

Save the Date!
Finance & Strategy Symposium
with LeadingAge Virginia
July 26
Springmoor in Raleigh
More information coming soon. Watch our website, social media, and your inbox in the coming weeks.

Management Leadership Series 2018
Member reviews from session one:

  • "I truly benefited from this program. So much applicable info. Thank you!"
  • "This was a blessing (awesome presenter). I am most grateful for this knowledge."
  • "Rich is fantastic! He has an excellent mix of humor and truly worthwhile information and guidance."

August 15, 2018
WhiteStone in Greensboro
Facilitated by Rick Schlentz of EXTRA!Ordinary, Inc.
Reserve your spot for the last session!

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.

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.  Be sure to reserve time to learn and refresh yourself at one or more LeadingAge North Carolina events this year. We look forward to seeing you!

Advance Care Planning Workshops in May
North Carolina Partnership for Compassionate Care

It is easy to avoid thinking about our own death or the death of loved ones. And making plans for our end of life may not seem like a priority with the demands of day-to-day life. But, your wishes for the end of life are actually very important and deserve time and attention. It's a delicate and emotional topic that is discussed in this heartfelt Slate article. Click here to read one person's story that might inspire you to take small steps toward advance care planning.

The North Carolina Bar Association, NC Partnership for Compassionate Care, Community Partners and local attorneys are partnering to provide information and 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.

News and Notes

Please note: There will be no Member Update on May 18 due to the Spring Conference.

LeadingAge National Awards
*Deadline extended to May 7!
The 2018 national LeadingAge Awards Call for Submissions is now open. The LeadingAge Annual Awards honor LeadingAge member organizations and individuals that embody excellence in nonprofit aging services. Deadline for submissions has been extended to May 7, 2018.

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.

Register Today for a North Carolina Center for Nonprofits Town Hall Meeting
Join the Center and their partners across the state (including LeadingAge North Carolina) for the 2018 Nonprofit Town Hall series. These town halls will include briefings on nonprofit sector public policy issues and trends in North Carolina's nonprofit sector. They will also offer nonprofit board and staff an opportunity to discuss hot topics in the nonprofit sector and talk about ways that we can all work together on public policy issues affecting our communities. Register for this upcoming Town Hall in Washington: May 7 from 2-4 p.m.

Flu Season Sets Record in North Carolina
March 31 was the official end of the 2017-18 flu season, but through the week that ended April 14 several additional deaths in the state were reported from the flu bringing the total deaths for the year to 372, a modern-day record. The 2016-17 and 2014-15 seasons each had 218 confirmed flu-related deaths.

New Restrictions on Opioid Prescriptions
North Carolina's largest health insurer, Blue Cross and Blue Shield of North Carolina, is clamping down on coverage of opioid prescriptions. It has announced it will no longer cover first-time prescription of short-acting opioids for more than a seven-day supply. Initial prescriptions for more than seven days of immediate-release opioids will be automatically rejected at the pharmacy. Limiting initial opioid prescription lowers the risk of addiction and chances of unused drugs hitting the street. Blue Cross says up to 4,000 opioid prescriptions filled each month were exceeding seven days. That's about one out of seven prescriptions of this kind, down from one out of five three months ago.

North Carolina’s Top 10 Prescription Medications
Data collected by GoodRx, a website and mobile app that tracks prescription drug prices which came from pharmacies and insurers around the country, shows the 10 most widely-prescribed drugs in each state. In North Carolina, Norco and Vicodin which are pain pills ranked number one as the most prescribed medication. The second most prescribed drug in the state was Synthroid, a hormone replacement used to treat hypothyroidism, followed by Adderall.

Long Term and Post Acute Health IT Summit
LeadingAge CAST is convening this year's long-term and post-acute (LTPAC) Health IT Summit, themed Technology Connecting the Healthcare Eco-System. The event will take place June 24-26, 2018 at the Washington Hilton. It will bring LTPAC providers together with acute care providers, payers, health IT vendors, health information exchange intermediaries, consultants, system integrators, and solution providers with a shared goal—to discuss how technology is connecting the healthcare ecosystem in the era of health and payment reforms. LeadingAge North Carolina members can use Coupon Code LA_CAST18 to get $100 off the registration fee. To learn more please click here. Register here.


Congratulations to two new executive directors who have joined the LeadingAge North Carolina membership. Please join us in welcoming Victoria DuVall to The Cypress of Charlotte and Derrick Moore to SearStone in Cary.

Victoria Duvall joined The Cypress of Charlotte in February serving as its Executive Director. The Cypress of Charlotte is managed by Life Care Services (for whom Victoria has been employed for 16 years). She is a licensed Nursing Home Administrator in Florida, Georgia, and Minnesota. She expects to become licensed in NC in 2018. She holds a Bachelor of Health Science degree with a specialization in physical therapy from Florida Atlantic University and a Master’s in Business Administration specializing in health care. Victoria has also been involved with Rotary, National Council on Aging, LeadingAge Florida and Minnesota, and the National Association for the Education of Young Children.

Derrick Moore joined SearStone Retirement Community in April as its Executive Director. SearStone is managed by Retirement Living Associates of Raleigh. Derrick has over 25 years of experience in the operations of Life Plan Communities. He spent over 19 years as Executive Director at his community in Louisville, KY and has most recently served as ED in the greater Atlanta area. He is a graduate of the University of Tennessee at Knoxville with a BS in Business Administration. Derrick is a licensed Nursing Home Administrator in Tennessee, South Carolina, Kentucky and Georgia.


A group purchasing organization of LeadingAge and its State Affiliates.

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For more information, contact:

Vanessa Ceasar
North Carolina Value 1st Representative | P: 404-421-3956 | F: 404-872-1737