June 5, 2018
Positioning for Innovation & Transformation
Marriott Columbus University Area. 3100 Olentangy River Road, Columbus, OH 43212
Positioning for Innovation & Transformation
CEOs, CFOs, CIOs, COOs, Executive Directors, Board Members
5:30 p.m. Early Appetizers (Prefunction East)
6:00 - 7:00 p.m. Reception (Olentangy AB)
For those who have golfed at the LeadingAge Ohio Foundation Golf Outing or those who are arriving early, join with your colleagues for this pre-summit networking reception.
8:00 a.m. Breakfast
9:00 a.m. Welcome, Introductions & The Day's Roadmap
9:15 a.m. Laying the Foundation to Innovate
Kari Olson, Front Porch (Glendale, CA)
This opening keynote presentation will examine the key elements of effective leadership needed to support a culture of innovation, from staff resources to financial resources. This presentation will provide attendees with case studies of promising practices illustrated by a range of provider types. Whether large or small, urban or rural, these organizations are taking steps toward incremental, radical and often disruptive transformation that accompanies innovation.
10:30 a.m. Break
Mapping the Journey: The Evolution of the Innovative Framework/Strategic Plan
Scott Collins, Link-age (Mason, OH)
Scott Buchanan, Ohio Masonic Home (Springfield, OH)
Dan Hermann, Ziegler (Chicago, IL)
A strategic imperative for innovative organizations is development of a dynamic framework, one that enables nimble analysis of risk and opportunity. This session will explore the strategic planning imperatives
for positioning the successful organization’s resources – from operating margins, human resources, financial reserves, and capital capacity to technology.
11:45 a.m. Lunch Roundtables
CEO, CFO, CIO & COO
Roundtable Discussion Topics: 2030 Scenario Planning
Dr. Trenor Williams, Socially Determined (Washington, DC)
Dr. William Mills, Chronic Care Management (Solon, OH)
Steve Wermuth, Strategic Health Care (Columbus, OH)
Facilitated by: Kari Olson (Glendale, CA)
The consideration of new business models requires harnessing data in territory unchartered by most aging services providers. This session will provide insights into tools available for delivering outcomes that capture the population health management and social determinants of health measures needed to demonstrate quality of care, with the flexibility needed to navigate an unknown future.
2:00 p.m. Break
2:15 p.m. Breakout Sessions
CEOs: The Role of Governance in Navigating Innovation
Jim Formal, Maple Knoll Communities (Cincinnati, OH)
Kent Anderson, Ohio's Hospice, Inc. (Dayton, OH)
Tom Slemmer (retired), National Church Residences (Columbus, OH)
Facilitator: Kathryn Brod, LeadingAge Ohio
“The challenge of leading innovation is bringing about a sea change in corporate governance.” (Harvard Business Review, Dec 2017.) Engage with a panel of CEOs who present the challenges and opportunities
they’ve navigated as they’ve engaged their boards through innovative initiatives.
CIOs: Ensuring a Data Infrastructure for the Future: Data Warehousing & the Cloud
Joe Velderman, ProviNet (Tinley Park, IL)
John DiMaggio, Blue Orange (Dublin, OH)
Facilitator: Joyce Miller, Ohio Living (Columbus, OH)
Explore the key elements of a successful transition of data warehousing to the cloud -- from redundancy of storage, availability, disaster recovery, BAA requirements, cybersecurity measures, and have cybersecurity insurance. The essential ingredients of a well-constructed cyber recovery plan will be reviewed.
CFOs: The CFO’s Complicated Role
Mark Minard, Sunset Communities (Toledo,OH)
Stephanie Christopher, Green Hills (West Liberty, OH)
Facilitator: Majd Alwan, LeadingAge (Washington, DC)
On the innovation train, what is the role of the CFO: as the fiscal train brakeman or the fiscal train engineer? Engage with CFOs who understand the challenges of deploying initiatives within reimbursement
constraints, capital constraints and operating realities. Strategies for navigating strategic opportunities will be shared.
3:30 p.m. The Next Steps of Innovation
Majd Alwan, LeadingAge (Washington, DC)
Scott Collins, Linkage (Mason, OH)
A review of the day’s take-aways: ideas, concepts, questions and thoughts resulting from the day’s discussions.
THANK YOU to our Leadership Summit Sponsor:
Additional Program and Hotel Room Reservation Information
Marriott Columbus University Area
3100 Olentangy River Road
Columbus, OH 43212
Hotel Room Reservation:
Book your group rate for LEADING AGE OHIO LEADERSHIP SUMMIT
Rooms available at $149 per night, plus tax. Please reserve your room by May 10, 2018.
Two Easy Ways to Register
By Mail: DOWNLOAD THE FLYER and mail to:
2233 North Bank Drive
Columbus, OH 43220
Online: CLICK HERE to register online.
Your registration will be complete upon receipt of this form and payment. All registrants will receive an email confirmation. If you do not receive a confirmation, please contact Corey Markham at (614) 545-9015 or firstname.lastname@example.org.
Substitution and Cancellation Policy: Substitutions, in writing, are welcome at no additional cost. Cancellations received by two calendar weeks prior to event date will be fully refunded. Cancellations received between 7 and 13 days prior to the event date will be refunded minus a $40 processing fee. No
refunds will be issued 6 or fewer days prior to the event date.
Continuing Education Information
This event will provide 5.5 clock hours, 6.6 CPE hours.
Criteria for successful completion: Attendance at entire event.
LeadingAge Ohio is an approved provider by the Board of Executives of Long Term Services and Supports, (LAO39-P-18). Core of knowledge subject area: Management and Leadership. As stated in the Ohio Administrative Code 4723-9-05, education that has been approved by a board or an agency that regulates a health care profession in Ohio or another jurisdiction is an acceptable option to meet nursing continuing education requirements.
LeadingAge Ohio is an approved CPE Sponsor from the Accountancy Board of Ohio, CPE.379, expiration date: 8.31.2018.