Read 2010-ConferenceBrochure_FINAL.pdf text version

WALA's two-day spring conference for assisted living providers (CBRFs, RCACs and Adult Family Homes) and those who serve the industry.

15 ANNUAL SPRING CONFERENCE

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OPTIONAL PRE-EVENT DHS 83 ­ ITS ANSWER TIME!

Tuesday, March 23, 2010 12:30 ­ 4:30 p.m.

WISCONSIN ASSISTED LIVING ASSOCIATION

WEDNESDAY, MARCH 24, 2010 THURSDAY, MARCH 25, 2010

Kalahari Resort & Convention Center Wisconsin Dells, Wisconsin

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NETWORKING RECEPTION & WINE TASTING

Courtesy of Mallatt Homecare Pharmacy Tuesday, March 23, 2010 5:00 ­ 7:45 p.m.

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OPTIONAL PRE-EVENT

WALA is honored to present: 12:30 - 4:30 p.m. DHS 83 ­ ITS ANSWER TIME!

Sponsored by: Assisted Living Pharmacy Service Please note LUNCH IS NOT PROVIDED

TUESDAY, MARCH 23, 2010

5:30 - 7:45 p.m. OPTIONAL WINE TASTING & NETWORKING RECEPTION

Kevin Coughlin, Director, BAL, Bureau of Assisted Living, Green Bay, Wisconsin Doug Englebert, Pharmacy Practice Consultant, BAL, Bureau of Assisted Living, Madison, Wisconsin Shari Olson, RN, Nursing Consultant, BAL, Bureau of Assisted Living, Eau Claire, Wisconsin Session Synopsis: By the time of the conference, the new DHS 83 will have been implemented for almost a year. This is an opportunity for your staff ­ owners, managers, clinical staff, team leaders and caregivers ­ to get answers to those last perplexing interpretations of the code. Join BAL Director Kevin Coughlin, Consultant Pharmacist Doug Englebert, and Consultant Nurse Sherri Olson in an afternoon designed to answer your questions. There will also be working roundtables on specific topics such as: outcomes & goals; ISP/resident care services; Alzheimer's and dementia; medication management; significant change in condition/health monitoring; training (all types including Administrator qualifications and Continuing Ed); client group specific issues; admission/retention/discharge; physical plant/ building design/hand towels; evacuation/fire and disaster drills/ safety; and challenging behaviors/suicide prevention. [Note: If there are other roundtables you would like to see, contact WALA no later than March 1.] All attendees at this session will get a summary of the question and answer session with BAL. They will also receive an outline of every Roundtable discussion. This is a valuable tool for your reference. There is not another planned session in 2010 by any organization with these three BAL experts in one room. NOTE: PLEASE SUBMIT YOUR ANNONYMOUS QUESTIONS TO [email protected] fOR US TO fORWARD TO BAL IN ADVANCE ­ NO LATER THAN MARCH 1. Projected Outcomes: 1. Those sticky DHS 83 questions still remain ­ find out the answers here. 2. I am confused how to.... in my CBRf, and after this session I know how. 3. My facility will be more compliant because my questions were answered. My residents will be happier, my staff will be enlightened, and I will have fewer citations in my next survey.

Wine tasting courtesy of Mallatt Homecare Pharmacy Entertainment sponsored by: Milestone Management Services and alea, assisted living education academy Cash bar service sponsored by: M3 Insurance Solutions for Business The Wine Tasting & Networking Reception assembles the most distinguished providers from the state's leading assisted living organizations to explore the hottest trends in the industry with colleagues and vendor partners. With lots of networking time, wine tasting courtesy of Mallatt Homecare Pharmacy, hors d'oeuvres, and entertainment by Jerry fitzpatrick on acoustic guitar, this is a great way to begin the conference. Table hosting opportunities are still available! Call 608/2880246 for details. Attendance is limited!

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CONFERENCE AGENDA

7:30 - 8:30 a.m. OPENING RECEPTION AND BREAKFAST

Sponsored by: Brookdale Senior Living New Members ­ Learn more about WALA and meet the WALA Board Meet the Exhibitors (Wednesday only).

WEDNESDAY, MARCH 24, 2010

10:45 ­ Noon CONCURRENT SESSIONS:

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DIALOGUE WITH BAL

8:30 ­ 9:00 a.m. WELCOME AND OPENING REMARKS

Jim Murphy, Executive Director, WALA, Wisconsin Assisted Living Association, Madison, Wisconsin Bob Lightfoot, RN, President, WALA, Wisconsin Assisted Living Association, and Attorney, Murphy Desmond S.C., Madison, Wisconsin Janis Nowak, President Elect, WALA, Wisconsin Assisted Living Association, and President, AmericanWay, Portage, Wisconsin

Session Synopsis: Consistently the most highly attended session of the conference, this open forum question and answer period with BAL allows you to hear and be heard. This session is for all current operational questions for all three regulatory categories. Projected Outcomes: 1. Have access to the Director of the Bureau of Assisted Living. 2. Ask questions in an informal and collaborative setting. 3. Learn from the dialogue with other attendees, often sparking rich discussions.

SPONSOR RECOGNITION AWARDS

Jim Murphy, Executive Director, WALA, Wisconsin Assisted Living Association, Madison, Wisconsin

LEADERS ARE MADE, NOT BORN. SELECTING AND DEVELOPING STRONG MANAGERS

Sponsored by: Brigden & Petajan, S.C. Karrie Landsverk, Human Resources and Business Development Director, Hometown Pharmacy, Deforest, Wisconsin

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Session Synopsis: Our most sincere attempts to provide spectacular service to our residents and colleagues often miss the mark; frustrating them and us. This keynote will discuss reasons for failure in this crucial area of our professional lives, and share some ideas and strategies for getting it more right more often! Jacqui's program will describe simple changes that you can make to enable you and everyone with whom you work to enjoy every moment of every full and demanding work day! Projected Outcomes: 1. Understand the human nature that gets in the way of receiving our service the way it was intended. 2. Gain ideas on how to make service recipients more willing to accept your service. 3. Learn how to earn more referrals from happier service recipients.

10:00 - 10:45 a.m. BREAK & EXHIBITS (Exhibits Wednesday Only)

Sponsored by: AmericanWay University Refreshments available in the Exhibit Area.

Projected Outcomes: 1. Renewed passion and confidence in finding exceptional leaders. 2. Leave with a very clear understanding of how to mentor strong leaders. 3. Equip attendees with tools and a defined process to properly manage poor performing leaders. 4. Provide proven methods to qualify and select solid leaders. 5. Outline an ever-evolving process for developing strong leaders.

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Sponsored by: Attorney Bob Lightfoot, RN with Murphy Desmond S.C. Jacqui Sakowski, President, Sakowski Consulting, LLC, Madison, Wisconsin

Session Synopsis: Do you ever struggle with finding exceptional leaders to manage your communities or wonder why you are in a constant hiring cycle for managers? Are you confused on how to handle a problematic manager? Would you like to hear best practices shared by some of the most successful owners and executives in your industry? This session will provide real tips and techniques to help you select, develop and retain high quality leaders that will lead to higher productivity levels and increased customer satisfaction. We will identify how we select the "cream of the crop" in leaders, help you develop strong leaders from within your organization and help you move up or move out those who have been given a "managerial" title but are clearly not a good fit for what your organization needs.

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9:00 - 10:00 a.m. KEYNOTE ADDRESS WOW! I DIDN'T REALIZE IT MADE THAT MUCH DIFFERENCE

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Sponsored by: Berghammer Construction Corp. Kevin Coughlin, Director, BAL, Bureau of Assisted Living, Green Bay, Wisconsin

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CONFERENCE AGENDA

REIMBURSEMENT, RATE SETTING, BILLING OH MY!

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WEDNESDAY, MARCH 24, 2010

Sponsored by: Wipfli LLP Larry Lester, CPA, Senior Manager, Wipfli LLP, Eau Claire, Wisconsin

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ever Wisconsin specific, assisted living specific comprehensive salary survey. Attend this session and learn the results of this innovative initiative. Copies of the survey will be available for purchase (a free copy was sent to all who participated). Projected Outcomes: 1. What is the purpose of the compensation survey? 2. How can the survey help me? 3. How can I participate in the next one?

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Session Synopsis: Do you know what it costs to keep your doors open? You need to - especially when negotiating rates with today's Managed Care Organizations. If you don't keep your eyes wide open we will end up in the same boat as our SNf friends faster than you can say "There's no place like home". Projected Outcomes: 1. Where are SNfs vs. AL providers today? 2. Know your costs. Simple keys to defining your profitability. 3. What are the various reimbursement models that Managed Care Organizations are using? 4. Negotiating reimbursement rates, how low do you go and for how many?

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IMPROVING THE MANAGEMENT OF DIABETES FOR SENIORS

Sponsored by: Omnicare Pharmacies of Wisconsin Allen Lefkovitz R.Ph., Pharm.D., CGP, fASCP, Clinical Pharmacist for Professional Services, Omnicare, Inc., Englewood, Ohio

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Session Synopsis: This session will discuss the sentinel event process from start to finish. It will give you the information you need to review your policies, procedures, and cultures and to determine if your have identified the root cause of a liability incident in order to prevent or reduce the likelihood of future incidents. Projected Outcomes: 1. Learn how to investigate and document a liability incident. 2. Understand the importance of communicating to the appropriate parties and learn how to decide what gets communicated, to whom and when. 3. Learn what your documentation retention policy should include and how to protect your documentation by determining what information is shared and with whom.

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Session Synopsis: Diabetes is a leading cause of death in America. In this session, the diagnostic criteria of diabetes, common treatment goals, and strategies for successfully treating diabetes will be briefly discussed. A thorough review of available pharmacological treatment options, with emphasis on newer agents (i.e. Onglyza, Januvia, Levemir etc) will be provided. Projected Outcomes: 1. Explain the growing epidemic of diabetes with specific emphasis on the aging population. 2. Describe the types of diabetes, risk factors for developing diabetes, and means of diagnosis. 3. Summarize the accepted goals of therapy for diabetes and discuss the recent controversy surrounding glycemic control. 4. Identify available treatment options for diabetes, with emphasis on safety, effectiveness, and the newer agents used.

Noon - 1:30 p.m. LUNCH IN EXHIBIT HALL (Exhibits Wednesday Only)

Sponsored by: Marcus & Millichap Refreshments available in the Exhibit Area at each of the five stations.

INDEPENDENT LIVING ROUNDTABLES

Session Synopsis: Pick up your box lunch in the exhibit hall, S ATION OPER and join us for an interactive roundtable discussion on issues and challenges unique to Independent Living. Whether you operate IL currently, or are interested in learning more about it, we want you to join in the discussion and brainstorm with your peers.

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WALA'S COMPENSATION SURVEY

Michael Edwin, Senior Consultant, Wipfli LLP, Madison, Wisconsin Kim Heller, Healthcare Partner, Wipfli LLP, Wausau, Wisconsin

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Session Synopsis: Have you ever wondered what and how other providers are compensating their staff around Wisconsin? In late 2009, WALA and Wipfli CPAs and Consultants launched the first

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SENTINAL EVENTS REPORTING

Meg Pekarske, Shareholder, Reinhart Boerner Van Deuren, Madison, Wisconsin Chris Kenyon, Senior Account Executive, M3 Insurance Solutions for Business, Madison, Wisconsin

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1:30 ­ 2:45 p.m. CONCURRENT SESSIONS: HEALTHCARE Q & A: THERE IS NO SUCH THING AS A STUPID QUESTION

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WEDNESDAY, MARCH 24, 2010

TURNING YOUR CADILLAC INTO A HYUNDAI: WHAT ARE YOU GOING TO DO WHEN MCO RATE DOESN'T COVER COST?

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Session Synopsis: from smoke detectors to restraints, Coumadin orders to meds... ask ANY question about healthcare! Join BAL regional directors, pharmacy and legal experts as they answer your questions about everything. Moderated by David Huibregste of Assisted Living Pharmacy Service. Projected Outcomes: 1. Learn the answer to any question relating to healthcare. 2. Learn from the questions of others.

Projected Outcomes: 1. Discuss potential ways of changing your physical plant to lower operating costs to meet the levels of family Care reimbursement. 2. Discuss the feasibility of changing your operations to lower costs to meet reimbursement levels. 3. Brainstorm ways of operating under the limited reimbursement rates with your peers.

LIVING WELL WITH DIABETES

Julie Heil, COO, Milestone Management Services, Madison, Wisconsin IP ERSH LEAD ACK Joel Moyer, Owner & Director of TR Operations, Harbor Senior Concepts, Middleton, Wisconsin Panel, Assisted Living Providers, Various, Wisconsin

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Session Synopsis: Learn from experience! Join three assisted living providers who will each share their selection process for a different operational software system. One way to reduce errors and increase compliance is to use electronic tools for the day-to-day administrative tasks of assisted living. As more companies are moving to software solutions, you can learn what questions you should ask potential software vendors during the selection process, and the things that only hindsight can tell you. [Note: If you have already developed your software evaluation process, bring 50 copies with you to this session.] Projected Outcomes: 1. Discuss processes and learn from the experience of your peers. 2. Discover several companies which provide software products for the assisted living industry. 3. find out what assisted living software is capable of and which questions you should ask when screening potential vendors.

Session Synopsis: In 2007 23.1% of all adults age 60 years and older had diabetes, a leading cause of death in America. This session will focus on improving the quality of life for seniors with diabetes by discussing both non-pharmacological and pharmacological interventions. While the primary focus of this talk will be non-pharmacological, a discussion of preventing hypoglycemia, the use of insulin pens, and timing of medication therapy will also be discussed. Projected Outcomes: 1. Explain the growing epidemic of diabetes with specific emphasis on the aging population. 2. Summarize current guidelines regarding lifestyle modification for diabetics (e.g., dietary changes and exercise). 3. Outline specific pharmacological interventions that may improve quality of life (e.g., insulin pens, strategies to prevent hypoglycemia, etc).

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POWERFUL INNOVATIVE TRAINING TOOL: QUALITY CARES START WITH A QUALITY TRAINING PLAN THAT IS S ATION ACCESSIBLE, AFFORDABLE AND OPER ACHIEVABLE.

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Janice Dawson, Director of Training, assisted living education academy, LLC, Madison, Wisconsin

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MAKING THE HARD CHOICE: SOFTWARE IN AL

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Sponsored by: Omnicare Pharmacies of Wisconsin Clinical Track Allen Lefkovitz R.Ph., Pharm.D., CGP, fASCP, Clinical Pharmacist for Professional Services, Omnicare, Inc., Englewood, Ohio

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Sponsored by: Assisted Living Pharmacy RY LATO Service REGU ACK TR Laurie Arkens, Assisted Living Regional Director, BAL, Bureau of Assisted Living, DePere, Wisconsin Bob Lightfoot, RN, Attorney, Murphy Desmond S.C., Madison, Wisconsin Susan Murphy, Assisted Living Regional Director, BAL, Bureau of Assisted Living, Eau Claire, Wisconsin Chris Torhorst, CEO, Assisted Living Pharmacy Service, Wauwatosa, Wisconsin

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Session Synopsis: Lifelong learning and State required training is an employee investment that inspires personal and professional growth opportunities. Online training is a cost effective way to provide consistent and timely instruction to every employee. alea offers custom online courses, competency tests, satisfaction surveys, continuing education courses, and CBRf policies that are electronically accessible to every employee in less than 5 minutes. Documented training of every employee is available immediately. Projected Outcomes: 1. Learn how easy it is to log in, navigate, comprehend and complete a training course at one's own pace with an online learning system. 2. feel confident with automation; activity and record retrieval, activity bookmarking, creating employee training plans, tracking and documentation of training. 3. Discover cost savings with online instruction; which allows the CBRf Administrator to do what they do best; provide quality resident cares. 4. find out how adult learning principles and styles of learning are incorporated.

WEDNESDAY, MARCH 24, 2010

Session Synopsis: Do you want fewer surveys? So does BAL. RY LATO They recently formed the WI Coalition for REGU ACK TR Collaborative Excellence in Assisted Living to that end. Providers who meet the current criteria for abbreviated surveys and also meet the quality standards set by their association (and approved by BAL) will qualify for less frequent and more abbreviated surveys by the State. To facilitate this process, BAL has encouraged each association to develop its own high-level continuous quality processes to qualify their members. This presentation will discuss DHS' concept for Excellence in Assisted Living and how WALA will be supporting its members in achieving that level of excellence.

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Projected Outcomes: 1. Learn what BAL requires for an association's quality program 2. Understand the initiatives planned to participate in WALA's Diamond Accreditation Program. 3. Understand the advantage of participation.

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BULLET-PROOF YOUR RESIDENCY AGREEMENTS

Bob Lightfoot, RN, Attorney, Murphy Desmond S.C., Madison, Wisconsin

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Session Synopsis: This presentation will address whether assisted living and senior housing residential settings are required to admit known sex offenders. It will cover background checks, resources and factors to consider when making admission decisions. It will also provide information about other considerations, such as training, staffing and care planning for known offenders who reside in community residential health care settings. Projected Outcomes: 1. Understand the legal requirements for admitting known sex offenders. 2. Identify factors to consider when deciding whether to admit known sex offenders. 3. Identify considerations to plan for and provide care for known sex offenders. 4. Identify ways to reduce risks to other residents, staff or visitors by known sex offenders.

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Sponsored by: Pathway Health Services Refreshments available in the Exhibit Area.

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CONCURRENT SESSIONS WALA'S DIAMOND ACCREDITATION PROGRAM. HOW IT CAN IMPROVE YOUR CONTINUING QUALITY PROCESSES.

Colleen Endsley, Principal, CME Senior Housing Consultants, New Berlin, Wisconsin

Session Synopsis: Updated for the 2009 contract year! This presentation will provide a brief overview of family Care in Wisconsin and provide tips for providers about how to review subcontracts. Attendees will be provided with information about what is required in a family Care Subcontract and what terms or provisions may be subject to negotiation with the Care Management Organization. The presentation will provide tips on how provisions may be modified by providers.

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2:45 ­ 3:15 p.m. BREAK & EXHIBITS (Exhibits Wednesday Only)

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Meg Pekarske, Shareholder, Reinhart Boerner Van Deuren, Madison, Wisconsin

Session Synopsis: Whether you are a CBRf, Adult family Home, or Residential Care Apartment Complex, your Residency Agreement is one of the most important documents spelling out your responsibilities and obligations, and those of the resident or tenant. In this informative session, learn how to help protect your facility or company from financial and regulatory attack from surveyors, out of control residents or family members and plaintiff attorneys through strong, well-crafted Residency Agreements. Projected Outcomes: 1. find out what impact the new DHS 83 has on your residency agreement. 2. Learn how your agreement jives with your CMO contract. 3. find out if your residency agreement has all the required regulatory elements.

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FAMILY CARE CONTRACTS ­ REVIEWING SUBCONTRACTS AND UNDERSTANDING YOUR OPTIONS

Representative, Reinhart Boerner Van Deuren, Madison, Wisconsin

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Projected Outcomes: 1. Understand the basis components of the family Care program in Wisconsin. 2. Identify the terms of a family Care Subcontract that are required. 3. Identify the parts of a family Care Subcontract that may be negotiated with the Care Management Organization.

WEDNESDAY, MARCH 24, 2010

3. Equip participants to assess where they are now and develop an action plan. 4. Introduce foundational principals for employee and customer engagement. 5. How to deliver exquisite service to create devotion.

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DANGERS OF POLY-PHYSICIAN / POLYPHARMACY

Sponsored by: Assisted Living Pharmacy Service Stephen Axelrod, M.D., Chairman & CEO, TabSafe Medical Services, Denver, Colorado

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EVER WONDER WHY I... EVER WONDER IF IT'S OK TO... EVER WONDER HOW I...

Sponsored by: NASCO Mary Kay Baum, Officer, "forMemory", Dodgeville, Wisconsin Chris Baum Van Ryzin, Officer, "forMemory", Appleton, Wisconsin Rosann Baum Milius, Officer, "forMemory", Oshkosh, Wisconsin

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Session Synopsis: One of the most complicated parts of managing medications in the world of assisted living happens even before you or your staff gets involved. As the list of doctors and medications continues to grow for each resident, the risks to your resident, facility and license multiply exponentially. If your superhero powers are feeling overtaxed, join Dr. Axelrod for a high level look at how you can minimize the confusion and make sense of the whole fine mess. Projected Outcomes: 1. Learn simple ways to double check your residents' medication records for conflicts. 2. find out what you can do on the front end to minimize the risk of negative interactions. 3. Discover the most effective ways to encourage cooperative communication among all concerned parties.

CREATE CUSTOMER DEVOTION: MAKE YOUR RESIDENTS AND FAMILIES FALL IN LOVE WITH YOU BY FOLLOWING THE S.T.E.P. SYSTEM

Sponsored by: Assisted Living Provider List Sonya Sullins, Principal Consultant & Owner, Human Capital Management Institute, Madison, Wisconsin

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Session Synopsis: There are many behaviors and challenges unique to those experiencing memory loss, cognitive changes and dementia. Three sisters, each at a different spot on their hereditary path of cognitive and memory challenges will share their personal insights spanning more than 20 years. Not only sharing for those who, like themselves, experience these challenges, but also to increase quality of care through an awareness of the "why" and the opportunity for change. Ever wonder why: I don't like to take a shower? Why I wear the same clothes? Why I scream? If I know what is happening? A personal answer to these and other often misunderstood behaviors. Is it OK: It's divine to huff. Spiritual traditions support us getting angry, and the turning of our anger into advocating for changes in our ways of eating, living, proactive approaches to health. The How: The maze of prevention, diagnosis and changing life. Turn this confusing, bewildering maze into intentional steps in daily life, which can then be creative and even joyful. Projected Outcomes: 1. Increase quality of care through an awareness of the "why" behind the behaviors that may be misunderstood by others. 2. It is OK to feel anger which opens an opportunity to bring about changes in our own lives and lives of others. 3. Knowledge is the key to wellness. Through prevention, early diagnosis, changing life style and quality of life can be increased. What research and personal discovery share.

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Session Synopsis: Does your organization need a competitive advantage? Innovative research unveils the connection between an engaged workforce and supremely loyal customers ­ Devoted Customers. In our industry, that means residents and families who are our raving fans. This session will provide, through the S.T.E.P. System, the keys to create a workforce that understands their impact on Resident Devotion (loyalty), and seeks to create it. Projected Outcomes: 1. Explain why truly devoted customers have a positive emotional connection to you and what you can do to develop that connection. 2. Outline the steps of the S.T.E.P. System in an easy to understand format.

4:45 ­ 5:30 p.m. PRIZE DRAWING & AWARD RECEPTION

Join us for a cash bar, vendor prize drawings and the final tradeshow prize drawing for hundreds of dollars! Attendees must be present to win the cash prize. Dinner On Your Own ­ Grab your new friends for dinner on the town.

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THURSDAY, MARCH 25, 2010

7:30 ­ 8:30 a.m. REGISTRATION AND CONTINENTAL BREAKFAST

THURSDAY, MARCH 25, 2010

Sponsored by: alea, assisted living education academy

8:30 ­ 9:45 a.m. GENERAL SESSION ­ INTRODUCTIONS

Jim Murphy, Executive Director, WALA, Wisconsin Assisted Living Association, Madison, Wisconsin

Projected Outcomes: 1. Understand the meaning of "needs", "outcomes" and "measurable goals" 2. Learn productive approaches for discussing needs, outcomes and goals with your residents as part of the assessment and ISP development process. 3. Learn how to incorporate needs, outcomes and goals in the ISP. 4. Learn how family Care identifies needs, outcomes and goals for its members, and how to coordinate with family Care for your residents who are in the family Care program.

Session Synopsis: Direct Supply does business with thousands of senior living services providers from across the country. from big corporations to single operators, they get to see what works and what doesn't. This energetic presentation of those trends will give you plenty to think about for your buildings and market. Projected Outcomes: 1. Learn what other providers are doing that can be applied to your buildings. 2. Explore macro-trends and their potential impact on your business. 3. Hear tips from top companies on culture and customer service.

Session Synopsis: If you are planning to expand, redevelop, divest or grow by acquisition in the next five years, this seminar will provide you with a sound strategy. Projected Outcomes: 1. What is your business worth? 2. Where and how do you get the financial backing for expansion, redevelopment and acquisitions? 3. How can I, as the owner, improve the value of my business?

NURSE DELEGATION ­ WHAT YOU REALLY NEED TO KNOW

Sponsored by: Creative Community Living Services, Inc Carmen Carothers, Director of Nursing, Creative Community Living Services, Watertown, Wisconsin

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10:00 - 11:15 a.m. CONCURRENT SESSIONS: DHS 83 RESIDENT OUTCOMES AND MEASURABLE GOALS

Sponsored by: Berghammer Construction Corp. Gail Nordheim, President, Gail Nordheim Consulting LLC, Madison, Wisconsin

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Session Synopsis: In the ever-changing world of human services, the topic of nurse delegation continues to rear its ugly head! In this session you will learn the role of the nurse, employee, and administration regarding delegation of nursing tasks in your facility and how delegation can become an effective part of your daily operations. Projected Outcomes: 1. Learn the role of each person involved in the delegation process. 2. Learn the risks and benefits of delegating effectively. 3. Learn the components needed to make delegation work and to keep you worry-free.

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Session Synopsis: DHS 83 requires ISPs to "identify the resident's needs and desired outcomes", and to "establish measurable goals with specific time limits for achievement." You will learn how to develop ISPs that meet this code requirement. You'll learn how using outcomes and measurable goals in your ISPs can help you provide excellent services to your residents--while assuring that your resources are directed as efficiently as possible.

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Sponsored by: M3 Insurance Solutions for Business Joel Treffert, Vice President/GM, Direct Supply Aptura, Milwaukee, Wisconsin

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FINANCIAL STRATEGIES FOR GROWTH, REDEVELOPMENT AND DIVESTISURE

Larry Berning, Vice President & Business Development Officer, Wells fargo SBA Lending, Milwaukee, Wisconsin Steve Boylan, President, BEACON Business Group, Madison & Milwaukee, Wisconsin

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POWERFUL INNOVATIVE TRAINING TOOL: QUALITY CARES START WITH A QUALITY TRAINING PLAN THAT IS ACCESSIBLE, AFFORDABLE AND ACHIEVABLE.

Janice Dawson, Director of Training, assisted living education academy, LLC, Madison, Wisconsin

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MEDICATION INTERACTIONS, SIDE EFFECTS AND DOSING TIMES

Forrest Young, Owner/Pharmacist, Young's Drug Store and Hometown Pharmacy, Wausau, Wisconsin

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Session Synopsis: Lifelong learning and State required training is an employee investment that inspires personal and professional growth opportunities. Online training is a cost effective way to provide consistent and timely instruction to every employee. alea offers custom online courses, competency tests, satisfaction surveys, continuing education courses, and CBRf policies that are electronically accessible to every employee in less than 5 minutes. Documented training of every employee is available immediately. Projected Outcomes: 1. Learn how easy it is to log in, navigate, comprehend and complete a training course at one's own pace with an online learning system. 2. feel confident with automation; activity and record retrieval, activity bookmarking, creating employee training plans, tracking and documentation of training. 3. Discover cost savings with online instruction; which allows the CBRf Administrator to do what they do best; provide quality resident cares. 4. find out how adult learning principles and styles of learning are incorporated.

Session Synopsis: This presentation is for the non-clinical members of your team, and will discuss medication interactions and side effects, techniques to minimize them and how to determine appropriate dosing times. Projected Outcomes: 1. Recognizing signs of medication interactions. 2. How to minimize side effects. 3. Determining appropriate dosing times.

CONTINUOUS IMPROVEMENT THROUGH ACCIDENT INVESTIGATIONS

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Lois Zangl, Senior Risk Manager, M3 Insurance Solutions for Business, Waukesha, Wisconsin

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Session Synopsis: When employees are injured at work, these are key opportunities to identify "root causes" of incidents and implement corrective action. It's essential to identify unsafe employee behaviors as well as weaknesses in organizational processes in order to prevent incidents from recurring. Strong accident investigation processes are one of the cornerstones of an exceptional loss control program. Projected Outcomes: 1. Learn the steps in the process of an accident investigation/ root cause analysis program. 2. Utilize the "5 Why" technique to analyze accidents. 3. Practice an accident investigation scenario.

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FOUR GENERATIONS WORKING TOGETHER...AND NOT!

Laura V. Page, Management Consultant, Page Consulting, Madison, Wisconsin

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11:15 ­ 11:30 a.m. NETWORKING BREAK 11:30 ­ 12:45 p.m. CONCURRENT SESSIONS: PRACTICAL APPROACHES FOR REGULATORY COMPLIANCE AND IMPROVING EFFICIENCY

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Session Synopsis: The four generations currently working are very different; they were formed at very different times in the world and they have widely different life views. This can lead to misunderstandings, ineffective teams and rocky relationships. Conflict resolution and mediation with and between generations will be our special focus. We will cover interpersonal communication and performance management skills rather than legal and regulatory issues. Projected Outcomes: 1. Deepen our understanding of why these four generations can collide. 2. Develop effective management practices based on that understanding. 3. Review the need and methods for developing emotional intelligence as the foundation skill for healthy relationships. 4. Review conflict resolution and mediation methods as specifically applied to generational issues.

Gail Nordheim, President, McCullough Consulting, Mt. Calvary, Wisconsin

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Session Synopsis: Does complying with Administrative Code requirements feel overwhelming? This session will help you implement practical systems to help you keep track of regulatory requirements, monitor your compliance, and efficiently organize your work. Your surveys will go smoothly, and your facility will operate more efficiently.

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Projected Outcomes: 1. Learn how to organize complex code requirements so they're easy to follow and understand. 2. Learn how to design systems to monitor your compliance. 3. Learn how to plan your work to maximize efficiency and costeffectiveness.

THURSDAY, MARCH 25, 2010

Closer: A 360-Degree View on End-of-Life Care. Producer Mike Bernhagen will share the story of his and his co-producer's personal calling to the project, provide a synopsis of what they have learned to date, show 4 clips from the film, and lead a discussion. Projected Outcomes: 1. Know how death and dying has changed in the last 40 years. 2. Better understand the physical, emotional, spiritual and financial burdens associated with gradual dying. 3. Be one step closer to knowing what "quality of life" and a "good death" means to them. 4. feel more comfortable having end-of-life conversations.

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HOW TO GAIN SUCCESS IN TODAY'S ECONOMY ­ GETTING BACK TO THE FUNDAMENTALS

Yvonne Evers, CEO/Executive Coach, YME Coaching & Consulting, Verona, Wisconsin

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Projected Outcomes: 1. What does success mean? 2. Stress is ever present ­ how can it be identified and managed? 3. Leadership is even more valuable in this recession ­ how can you become a successful leader?

Session Synopsis: Do your caregivers know when to wear gowns? Do they know when to change masks and goggles? This session is for the non-clinical attendee (owner, manager, team leader) who wants more information on general infection control methods and what should be included in your infection control plan. H1N1 isn't the only scary thing threatening your staff and residents ­ let us help you prepare! Projected Outcomes: 1. What do I need to know as manager ­ but not a clinical person - about infection control? 2. What is it that I don't know that CAN hurt me, my staff and my residents? 3. What should be in my infection control plan?

METHICILLIN RESISTANT STAPHYLOCOCCUS AUREUS: AN IMPORTANT HEALTH CARE PATHOGEN

Sponsored by: Assisted Living Pharmacy Service Gwen Borlaug, Infection Control Epidemiologist, Wisconsin Division of Public Health, Madison, Wisconsin

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Projected Outcomes: 1. Identify basic characteristics of staph bacteria. 2. Recognize the differences between health care associated and community associated MRSA. 3. Understand the main strategies for preventing transmission of MRSA in assisted living settings.

ONE STEP CLOSER: A 360-DEGREE VIEW ON END-OF-LIFE CARE

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Mike Bernhagen, Community Liaison, Rainbow Hospice Care, Jefferson, Wisconsin

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Projected Outcomes: 1. Learn about a new tool available to help combat falls in the assisted living setting. 2. Learn how to identify your residents' fall risk

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Session Synopsis: Key concepts and practices for reducing health care associated MRSA infections in assisted living settings will be reviewed, followed by a discussion of community associated MRSA as the leading cause of skin and soft tissue infections in adults.

INTRODUCTION TO THE NEW WALA FALLS MANUAL

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Session Synopsis: Are we still in a recession? Is the recession over? Will we have double dip recession? There are so many unknowns. How do we find success in the midst of all of these unknowns? In this interactive session we will talk about ways to identify stress and stressors, the seven fundamentals of success, and how to be a good leader during these challenging times.

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INFECTION CONTROL 101

Ann Coyle, Manager, Gardenview Assisted Living, Menasha, Wisconsin Terry Moen, Environmental Health Manager, UW State Lab of Hygiene, Madison, Wisconsin

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HOW TO GET FOUND ­ USING TECHNOLOGY FOR YOUR MARKETING BENEFIT

Holly Pitas, founder, Assisted Living Provider List, Stoughton, Wisconsin Bobbie Thompson, Director of Business Development, Touchmark on West Prospect, Appleton, Wisconsin

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KEYNOTE ADDRESS FOR ALL ATTENDEES THE ATTITUDE -> PERFORMANCE CONNECTION. HOW TO BE A "C.H.A.M.P" IN YOUR INDUSTRY

Tim Parenti, President, MVP Dynamics, Lake Villa, Illinois Session Synopsis: This session will focus on the key ingredient that affects our "performance" both at home and at work ­ our Attitude. It's been said many times, "A positive attitude will NOT help you accomplish everything. But, it will help you accomplish EVERYTHING better than a negative attitude will". Explore the various factors that create a negative attitude in the workplace and what we can do to reframe our thinking for the benefit of our guests, our employees and ultimately, our families. Projected Outcomes: 1. Learn how your attitude and behaviors impact others. 2. Identify the factors that affect your attitude. 3. find out how you can be the catalyst in affecting attitudinal change.

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Session Synopsis: This session will address the use of technology to the benefit of your business: web resources such as service and referral directories, cell phone/iPhone/Blackberry, PDA devices, email and web pages, social networking (Twitter,Google, LinkedIn, facebook) and how to maximize your effectiveness by choosing your best options. Projected Outcomes: 1. Clarify various types of technology and social media available. 2. Determine benefits of each type of technology and social media and consider how each might apply to learner's company/employer. 3. Create first action step for return to work environment based upon applied information and best choices for technology and social media options.

12:45 ­ 2:30 p.m. LUNCHEON AND KEYNOTE ADDRESS

Sponsored by: Milestone Management Services

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Reminder: Deadline for discount registration is February 19, 2010!

WALA extends our deepest gratitude to Assisted Living Pharmacy Service for being the Conference Print Sponsor again in 2010.

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TRAVEL INFORMATION

Accommodations information Parking

Travelers must make their own travel and lodging arrangements. Kalahari Resort & Convention Center Discounted WALA rate: $129 per night single/double/triple/quad Includes waterpark priveledges ­ bring the family! 877/254-5466 for reservations Be sure to mention you are part of the Wisconsin Assisted Living Association Room Block Rooms held at this rate until february 20, 2010 Wintergreen Resort & Conference Center Discounted WALA rate: $75 per night single/$85 per night double Across the street from the Kalahari Resort, near the Outlet Mall 800/648-4765 for reservations Be sure to mention you are part of the Wisconsin Assisted Living Association Conference Rooms will be held at this rate until March 8, 2010

WALA recommends that attendees park in the Kalahari Resort Convention Center Parking area while attending the conference. This parking area is located beyond the main hotel, is closer to the meeting rooms, and generally has more available space than the main lot.

Directions to the Kalahari Resort & Convention Center in Wisconsin Dells

Kalahari Resort & Convention Center 1305 Kalahari Drive Wisconsin Dells, WI 53965 The Kalahari Resort is located just north of I-90/94 at Hwy 12 (Exit 92). Go to the Convention Center (at the far end of the complex). From the south (Madison/Milwaukee): Take I-90/94 westbound to exit #92, Hwy 12 (Lake Delton/Wisconsin Dells). Turn north (right) at the bottom of the exit ramp onto Hwy 12. At the first stoplight (Meadowview Drive), turn right to Kalahari Drive. From the east (Green Bay/Appleton): Take US 41 southbound to Hwy 44 west. Take Hwy 44 west to Hwy 23 west. Hwy 23 merges with I-39. Take Exit #100 (Hwy 23 west) to Wisconsin Dells. follow Hwy 23 (Broadway Street) through downtown Wisconsin Dells. Once over the bridge, turn left at the second stoplight (Hwy 23/12, Wisconsin Dells Parkway). In three stoplights, turn left onto Hwy 12. In two stoplights (Meadowview Drive), turn left to Kalahari Drive. From the west: Take I-94 eastbound to exit #92, Hwy 12 (Lake Delton/Wisconsin Dells). Turn north (left) at the bottom of the exit ramp onto Hwy 12. At the second stoplight (Meadowview Drive), turn right to Kalahari Drive.

Fee includes: The registration fee is per person and includes continental breakfasts, lunches, the reception and all general and concurrent sessions on Wednesday & Thursday. No discount for partial attendance. Attendance at concurrent sessions is limited to room capacity. The DHS 83 Pre-Event and the Optional Wine Tasting on Tuesday, March 23 require an additional fee. Please note: in order to conserve resources, this year's registration fee WILL NOT include a printed proceedings booklet. Handouts may be downloaded from the WALA website free of charge by the attendees prior to the

event, or a printed handout booklet may be purchased for an additional fee at time of registration ­ please see registration form. Cancellation/Refund Policy: Please notify us of any cancellations by february 19, 2010, as no refunds will be made after that date. Substitutions are permitted and encouraged. However, if a cancellation is made after february 19, a voucher for future WALA educational events will be issued minus a $50 administration fee. No refunds are permitted for the Optional Wine Tasting on Tuesday night.

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REGISTRATION FORM

Name Title Parent Company Specific facility (if different) Mailing address City Phone ( E-mail ) State fax ( Website ) Zip

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(Check all applicable boxes)

Paid Registration received:

On or Before 2/19/10 After 2/19/10

Wednesday & Thursday Conference Attendance

fees include tradeshow entrance and all sessions, industry luncheons and breaks March 24 & 25. Optional DHS 83 Pre-Event, Optional Wine Tasting and One-Day Attendees have a separate fee (see below).

WALA Member (Must be current in 2010) Provider, Associate, and SP members Register 5, get one free! WALA Members only.

(All 6 registrations must be submitted together for discount to apply.)

$225 $0

$265 $0

Non-member Providers, vendors and government related attendees

$275

$315

Optional! Printed Proceedings Booklet

In order to conserve resources, session handouts may be downloaded from the WALA website free of charge by attendees prior to the event. Select this option only if you prefer a printed handout booklet. Please note: no booklets may be ordered after the early registration deadline. A limited number of printed books will be available for purchase at the event registration desk for $25 on a first come basis. I wish to purchase a printed proceedings booklet. $15 NA

Nursing Home Administrator Credits

This applies for NAB credits only and is not needed for yearly DHS-83 training requirements. I wish to earn NAB nursing home administrator credits. $50 $75

Optional DHS 83 Pre-Event ­ Tuesday, March 23, 12:30 ­ 4:30 p.m.

All providers welcome. Attendees are not required to register for optional wine tasting or the entire conference, but are encouraged to do so. Please note that lunch will NOT be provided. WALA Member (Must be current in 2010) Non-member (Note table-hosting opportunity on the Sponsorship form) WALA member: # _____ @ Non Member: # _____ @ $99 $149 $139 $189

Optional Wine Tasting & Networking Reception ­ Tuesday, March 23, 5:00 ­ 7:45 p.m.

$75 $100 $100 $125

One Day Conference Attendance

WALA Member (Must be current in 2010) Wednesday ONLY Thursday ONLY Non-member Wednesday ONLY Thursday ONLY $150 $200 $190 $240

TOTAL DUE:

FAX OR MAIL REGISTRATION AND PAYMENT TO:

WALA - Wisconsin Assisted Living Association, 2875 fish Hatchery Road, Madison, WI 53713-3120 Phone: 608/288-0246 · Fax: 608/288-0734 · E-mail: [email protected] · Website: www.ewala.org for additional registrants, please photocopy this form. Note: If you have a disability that requires accommodation to participate or special dietary requirements, please call 608/288-0246.

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SPONSORS & EXHIBITORS

WALA thanks the following sponsors whose generosity and leadership helps us to provide year round quality programming for you:

Print Sponsor Assisted Living Pharmacy Service Platinum Sponsors alea Assisted Living Pharmacy Service Attorney Bob Lightfoot, RN with Murphy Desmond S.C. Ganther Construction | Architecture, Inc. M3 Insurance Solutions for Business Mallatt Homecare Pharmacy Marcus & Millichap Milestone Management Services Omnicare Senior Care Realty Sentry Insurance Gold Sponsors alea Assisted Living Pharmacy Service Brookdale Senior Living Direct Supply Healthcare Equipment M3 Insurance Solutions for Business Milestone Management Services Silver Sponsors AmericanWay University Assisted Living Pharmacy Service Assisted Living Provider List Berghammer Construction Corp. Brigden & Petajan, S.C. Creative Community Living Services NASCO Pathway Health Services Suby, Von Haden & Associates, S.C. Call the WALA Office for Sponsorship Opportunities available at these and other levels.

Conference Exhibitors provide the latest information you need! PLAN TO VISIT THE FOLLOWING EXHIBITORS ON WEDNESDAY, MARCH 24, 2010

AL Charts alea

Computerize Care Plan (ISP) Process WALA's training partner and the source for high quality assisted living training in the state of Wisconsin

HealthDrive

On-site Services in Dentistry, Optometry, Podiatry, and Audiology

Omnicare Pharmacies of Wisconsin

Pharmacy Provider Consulting

Heartland Home Health and Hospice

Hospice & Home Care

Pathway Health Services PDC Midwest, Inc.

Planning-Development, Architecture, Interior Design & Construction

Alongi Santas Insurance Agency

Insurance

Hometown LTC Pharmacy

Long-Term Care Pharmacy

American Data

Education Pharmacy

Horty Elving

ECS - Electronic Chart System

ANEW Healthcare Assisted Living Pharmacy Service Badgerland financial

Providing Financing Through Investment Bonds

Planning, Architecture, Engineering, Interior Design, Design/Build, Construction Management

Phillips Pharmacies

Pharmacy

Pharmaceutical Services

Prescriptions Plus - Good Value Pharmacy Sakowski Consulting LLC

Bringing Focus to Sales GPO

Keller, Inc.

Insurance

Design/Build Commercial Construction

M3 Insurance Solutions for Business Martin Brothers Distributing Company

Food Distribution

Shared Health Services/Amerinet UHf Purchasing Services

Government Agency Hospice Group Purchasing Organization

Berghammer Construction Corp

Residential Provider Agency

Commercial Builder, General Contractor

Miller Architects & Builders Morton Pharmacy

Pharmacy

Creative Community Living Services Direct Supply Healthcare Equipment

Equipment, Foodservice, Furnishings, Environmental Solutions

Development/Architectural/Construction Services

US Department of Labor - OSHA VITAS Innovative Hospice Care WI Representatives of Activity Professionals

Educational/Professional Organization

Mueller Therapy MVP Dynamics NASCO

forMemory

Occupational Therapy/Physical Therapy Services Specializing in ALF Management Training/Leadership Development Senior Activity Catalog

Alzheimer's Advocacy Organization

Wipfli LLP

Gail Nordheim Consulting

Assisted Living Consultant

CPAs and Consultants

Ganther Construction | Architecture, Inc.

Planning/Construction Services/Architecture

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UPCOMING WALA EVENTS & EDUCATION

Introducing alea!

In the summer of 2009 alea and the Wisconsin Assisted Living Association (WALA) began negotiations to create a strategic partnership together to become the source for high quality assisted living training in the state of Wisconsin. In November 2009, alea officially became WALA's Training Partner. assisted living education academy, llc (alea) provides state-of-the-art online/computer-based training of State of Wisconsin required DHS 83.19 Orientation, 83.21 All Employee Training, 83.22 Task Specific Training, and 83.25 Continuing Education courses. In addition to online training, alea offers all of the courses included in the categories above, as well as DHS 83.20 required courses, as scheduled classroom events or "on demand" at your facility as requested. Go to www.ewala.org to get more information about alea.

The business of operating a CBRf or an AfH is complex. One must have a comprehensive knowledge of all areas of operations such as budgeting, assessments, care plans, staffing, regulatory compliance and most importantly the quality care of your residents. This course is designed to provide administrators with a foundational level of understanding and provide you with the tools that you need and the state demands to be successful as an administrator in assisted living. Course schedule for 2010: · February 16-17, 2010 at River View Lodge in Stevens Point · July 20-21, 2010 at Avalon in Madison Watch your mail for the brochure or check out our website for more details and to register!

Coming Soon! CBRF & AFH Introductory Administrators Course

Family Care Sessions

WALA's family Care sessions have been developed with the goal to enhance communication and increase partnership with providers and the Managed Care Organizations (MCOs) across the state. WALA is coordinating with the MCOs across the state to host family Care sessions in as many of the MCO regions as possible in february of 2010. Check out our website for dates and locations and to register to attend a session with your local MCO!

Clinical Roundtables

WALA is hosting the first of three Clinical Roundtable discussions in the Greater Milwaukee area exclusively for WALA members. This free session is designed for clinicians to meet with clinical peers in their community and discuss issues, challenges and solutions unique to the Assisted Living environment. Clinical Roundtable Schedule for 2010 · January 20, 2010 from 8:00 - 9:30 a.m., Layton Terrance Community, Greenfield · May 19, 2010 from 8:00 ­ 9:30 a.m., location TBD · November 17, from 8:00 ­ 9:30 a.m. , location TBD Check out our website for more details and to register!

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Thanks to Our Conference Committee members:

Committee Co-Chairs: Laura Doll

Riverside Terrace

Julie Heil

Milestone Management Services

And the dedicated Committee: Tom Buresh

Suby Von Hayden & Associates

Cheryl Ehlers

Valley VNA

Karen George

AmericanWay

M3 Insurance Solutions for Business

Rachel Henderson Karrie Landsverk Holly Pitas

Hometown Pharmacy Assisted Living Provider List

Amy Jo Powers Lisa Stueland Randy Zehr

Laureate Group A Place for Mom

Touchmark on West Prospect

WALA Staff: Jim Murphy Sarah Bass

Executive Director Member Services Director

Brandi Davis

Training Director

Erin Suchomel Victoria Wold

Office Assistant

.6 of a Deputy Director

Wisconsin Assisted Living Association

2875 fish Hatchery Road Madison, WI 53713-3120 608 / 288-0246 fax: 608 / 288-0734 E-mail: [email protected] Website: www.ewala.org

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Vision Statement of Wisconsin Assisted Living Association (WALA)

WALA is Wisconsin's premier assisted living association. WALA promotes standards of quality care, and provides valuable member services to organizations providing assisted living services to older adults. WALA membership is indispensable.

Register online and you could win a BOSE Radio/CD!

In our effort to reduce the environmental impact of our conference, WALA encourages you to skip the paper and register for the conference online. As a thank you, all online registrations received by March 15 will be entered to win a BOSE Radio/ CD compliments of New Perspective Senior Living. Winner will be drawn from all online registrations and announced at the conference. Odds are good that it will be you!

We hope you enjoy the lovely Belles of Bell Tower from Merrill who grace our brochure. WALA has invited The Belles to attend the opening conference session on Wednesday March 24. We will not know until the last minute if they are able to attend, but we hope they will be able to accept your warm gratitude for taking part in the making of such a lovely calendar.

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