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2015 Consumer Voice Conference Materials

Renaissance Arlington Capital View Hotel
2800 South Potomac Avenue, Arlington, VA 22202

November 4-7, 2015

Wednesday, November 4

1:00pm – 4:00



1.  Managing Challenging Behaviors Without Drugs

Presenters:  Jonathan Evans, MD; Morris Kaplan, J.D., Gwynedd Square Nursing Center

Powerpoint Presentation (Kaplan)

2.  Advocacy Strategies and Appeals – Involuntary Discharge from Nursing Homes and Assisted Living

Presenters:  Eric Carlson, J.D. Justice in Aging; Joshua Casper, J.D., Casper Law, LLC

Powerpoint Presentation (Casper)

Transfer-Discharge Intensive Case Studies

9:00am – 10:30am

Opening Plenary – Listening Session with CMS – The Survey and Enforcement System: Experiences from the Field

Presenters: Toby Edelman, Center for Medicare Advocacy; Mitzi McFatrich, Executive Director, Kansas Advocates for Better Care; Sarah Slocum, Michigan State LTC Ombudsman

CMS Officials: Karen Tritz, Director, Division of Nursing Homes in the Survey and Certification Group, Centers for Medicare and Medicaid Services; Evan Shulman

Plenary Recording (Audio)

Plenary Transcript

Thursday, November 5

11:00am – 12:15 pm





Combating the Excessive and Illegal Use of Atypical Antipsychotic Drugs in People with Dementia (LEGAL TRACK)

Presenters: Iris Gonzalez, Senior Attorney, AARP Foundation Litigation, Kelly Bagby, Senior Attorney, AARP Foundation Litigation; Jonathan Evans, M.D.

Powerpoint Presentation (Evans)

Powerpoint Presentation (Bagby & Gonzalez)

AARP Letter to CMS and FDA

Overmedications Contact Chart sent to CMS and FDA

AARP Bulletin Article


Advocacy Strategies Through Managed Care

Presenters: Heather Bruemmer, State LTC Ombudsman, Wisconsin; Gwen Orlowski, J.D. Legal Services of New Jersey

Powerpoint Presentation (Orlowski)


Family Advocacy

Presenters: Kathy Bradley, My Mother’s Voice; Addie O’Connell, Family Council Member, VA

Powerpoint Presentation (Bradley)


Unlicensed Care Homes and The Dangers to Residents

Presenters: Catherine Hawes, Regents Professor Emeritus, Texas A&M, School of Public Health; Douglas Anders, Senior Policy Officer, City of Houston, TX; Dean Lerner, Esq., Health Care Fraud Consultant to USAttorney, Northern District of Iowa; Attorney Consultant, Disability Rights Iowa; former Director, Iowa Department of Inspections and Appeals

Powerpoint Presentation

12:15pm – 2:00pm

Resident Empowerment Luncheon

 Audio Recording


2:15pm – 3:30pm




Protecting Residents’ Rights from Arbitration (LEGAL TRACK)

Presenter: Joseph Musso, Esq. Ashcraft & Gerel, LLC

Powerpoint Presentation


Challenges with Nursing Home Enforcement

Presenters: Toby Edelman, Center for Medicare Advocacy; Richard Mollot, Long-Term Care Community Coalition; Pam Walz, Community Legal Services



The QIO-QIN Network

Presenters: Tara Cooke, Outreach Specialist, KEPRO ; Pam Meador

Powerpoint Presentation (PPT)

Powerpoint Presentation (PDF)


Addressing the Care Needs of Younger Residents

Presenters: Nancy Overstreet, Brian Capshaw, Yvette Green

Powerpoint Presentation

Powerpoint Presentation

4:00pm – 5:15pm




Issues in Assisted Living Litigation (LEGAL TRACK)

Presenters: Joshua Casper, J.D., Casper Law LLC; Victoria Nugent, J.D. Cohen Milstein Sellers & Toll

Powerpoint Presentation (Casper)

Powerpoint Presentation - Legal Theories for Addressing Deceptive and Fraudulent Business Practices


Journey to Culture Change

Presenters: Nancy Kusmaul, Assistant Professor, Baccalaureate Social Work Program, University of Maryland, Baltimore County; Karen Schoeneman, Owner, Karen Schoeneman Consulting, LLC; Patricia Hagen, Director of Memory Care, Charles E. Smith Life Community, Chairperson, Maryland Culture Change Coalition; Eileen Bennett, Director, Montgomery County (MD) LTC Ombudsman Program

Powerpoint Presentation


Protecting Residents from Financial Exploitation

Presenters: Naomi Karp, Senior Policy Analyst, Consumer Financial Protection Bureau; Iris Freeman, Adjunct Professor of Elder Justice and Policy, William Mitchell College of Law.

Powerpoint Presentation


Transcending Tragedy: Promoting the Rights of Residents with Dementia

Presenters: Jennifer Carson, Chief Learning Officer, Alzheimer’s Resource Center; Peter Reed

Powerpoint Presentation 

Friday, November 6

9:00am – 10:30am

Plenary – Advocating for Real Reform Through the New Federal HCBS Regulations

Presenters: Melissa Harris, Deputy Director, Disabled and Elderly Health Programs Group, Center for Medicaid and CHIP Services, Centers for Medicare and Medicaid Services; Eric Carlson, Directing Attorney, Justice in Aging; Becky Kurtz, Director, Long-Term Care Ombudsman Program, Administration for Community Living

Powerpoint Presentation (Carlson)

11:00am – 12:30pm





Consumer Centered End of Life Care: Doing Better in LTC Facilities

Presenters: Kimberly Callinan, Chief Program Officer, Compassion and Choices; Brian Lindberg, Executive Director, Consumer Coalition for Quality Health Care; Pamela Edgar, End-of-Life Manager, Compassion and Choices

Powerpoint Presentation (Callinan & Edgar)

Powerpoint Presentation (Lindberg)


Long-Term Care Ombudsmen and Legal Services: Collaborations in Advocacy

Presenters: Alison Hirschel, Michigan Elder Justice Initiative; Pam Walz, Community Legal Services



Grassroots Advocacy – Successes in the Field

Presenters: Mitzi McFatrich, Executive Director, Kansas Advocates for Nursing Home Reform; Patricia Hunter, Washington State LTC Ombudsman; Joseph Rodrigues, California State LTC Ombudsman

Powerpoint Presentation (McFatrich)

Consumer Voice Advocacy Webinars


Advocacy by Numbers: Using Data to Make Your Case

Presenters: Louise Ryan, Administration for Community Living; Richard Mollot, Long-Term Care Community Coalition

Powerpoint Presentation (Ryan)

Powerpoint Presentation (Mollot)

12:30pm – 2:30pm

Awards Luncheon

Audio Recording Pt. 1

Audio Recording Pt. 2

Award Winner Information

3:00pm – 4:30pm





How the New Ombudsman Rule Supports Person-Centered Advocacy

Presenter: Becky Kurtz, Director, Office of Long-Term Care Ombudsman Programs, Administration for Community Living; Greg Shelley, Volunteer Coordinator/Staff Ombudsman, Harris County LTC Ombudsman Program; Sara Hunt, Long-Term Care Ombudsman Resource Center

PowerPoint Presentation (Kurtz)

Powerpoint Presentation - NORC Resources

Powerpoint Presentation (Shelley)


Barriers to Successful Transitions and What to Do About It

 Presenters: Jeni Coyne, Consumer Voice; Cynthia Rudder, Long-Term Care Consultant; Dan Timmel, CMS

Powerpoint Presentation (Coyne)

Powerpoint Presentation (Rudder)

Powerpoint Presentation (Timmel)


Achieving Staff Stability

 Presenters: Barbara Frank, B&F Consulting; Cathie Brady, B&F Consulting

Powerpoint Presentation (Frank & Brady)


Meeting Health Needs in Assisted Living

Presenters: Eric Carlson, Justice in Aging; Cindy Eggleston, Registered Nurse, Regional Director of Health & Wellness, Brightview Senior Living

PowerPoint Presentation (Carlson)

Powerpoint Presentation (Eggleston)

7:30pm – 9:00pm

Friday night at the movies - Alive Inside: The Story of Music & Memory 


Saturday, November 7


8:30am – 10:00am

Plenary - Palliative Care for Persons Living w Advanced Dementia: Why Comfort Matters

Presenters: Tena Alonzo, Director of Education & Research, Beatitudes Campus; Ann Wyatt, Coordinator, Palliative Care Project, Alzheimer’s Association NYC Chapter

Plenary Recording (Audio)

PowerPoint Presentation

10:30am – 12:00pm

Closing Plenary – The Power of Advocacy: How Do We Get Where We’re Going?  

Panelists: Elma Holder; Barbara Frank; Alice Hedt; Patty Ducayet; Sarah Burger; Moderator: Diane Menio

Audio Recording (Beginning around 1:30)

Video Recording