Registration now open!  

LeadingAge PA is pleased to present the 2019 Fall Finance Conference! We are offering the two-day conference in both the Western and Eastern regions of Pennsylvania. 


Check out the full agenda and register today!

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Session Speakers & Objectives

Professional Ethics: A Preventive Maintenance Approach

Dr. Chris Bauer, Expert Executive Ethics Coach

  • Articulate four areas of focus necessary to promote a culture of ethics, compliance, and accountability in their organization.
  • Identify not less than four areas of often-overlooked or ignored ethically risky behaviors in their organization as well as how best to respond to those risks.
  • Articulate not less than four often overlooked or ignored ‘red flags’ for ethical concerns in their organization


Cyber Crime

Michael McKeown, FBI Pittsburgh Division & Mark Parker, First Commonwealth Insurance Agency

  • Identify steps to protect yourself and your business from a cyber security attack.
  • Review how to handle a cyber security attack.
  • Analyze protection and solutions for cyber security attacks.


Patient-Driven Payment Model (PDPM) Is Here - What to Expect Next

Deb Freeland, CliftonLarsonAllen

  • Identify stumbling blocks that occurred with the transition to PDPM.
  • Review any changes to PDPM post implementation.
  • Explore potential compliance focus areas under PDPM. 


Current Legal Issues for CCRCs

Kimber Latsha, Dayna Mancuso & David Marshall, Latsha Davis & Marshall

  • Review current initiatives and enforcement actions by the Pennsylvania Insurance Department.
  • Examine how the Pennsylvania Nursing Facility Assessment Program and CMS Home and Community Based Settings Regulations impact CCRC operations.
  • Recognize the developing case law with respect to CCRC admissions and future trends in the marketing and development of CCRCs. 


Accounting and tax update: Impacts of new financial reporting standards and tax reform on senior living service providers 

Patrick Heavens, Todd Boslau, Heather Albert, James Walko & Stephanie Hollick, Baker Tilly

  • Discover the implementation issues and challenges senior living service providers face surrounding the ASC 606 revenue recognition standard, determine where your organization is in the implementation process, and receive guidance on the specific disclosure requirements.
  • Review the provisions under recently issued accounting pronouncements and learn ways to implement the new standards
  • Identify the new tax provisions affecting senior living organizations and provide guidance on how tax-exempt entities should evaluation how changes in the TCJA impact their organization, including updates to unrelated business income tax.


Cybersecurity 101

Scott Stone, Arnett Carbis Toothman LLP 

  • Define base level Cybersecurity practices every organization should have.
  • Describe the specific areas organizations should focus on to reduce risk.
  • Review Case Studies on recent organizations in the news for Cybersecurity issues. 


Gaining Control of Healthcare Costs: The Roadmap to Success 

Claudia Burchstead, Benecon; Ed Plasha, Kendal-Crosslands; Booker Moore, L.R. Webber Associates, Inc.; John R. Dickson, IV, Redstone Presbyterian SeniorCare

  • Review how a contractual audit of your plans can help improve the bottom line of your organization.
  • Identify the details of plans that can control health care expenditures and improve the health status for the aging services workforce.
  • Examine how to use survey data, data analytics and market information to create a game plan to meet these challenges. 


How to Make Smart Technology Investments

Amy Castleberry, Ziegler; Robert Supper, Waverly Heights Ltd.; & John Palkovitz, Broadmead

  • Demonstrate a better understanding of the senior living technology landscape and how to break down the space into meaningful segments.
  • Examine benchmarking data from the not-for-profit senior living sector regarding technology adoption and investments.
  • Review perspective of peer senior living organizations with regard to their technology integration and spending philosophies. 


The Changing Landscape of Long-Term/Post-Acute Care

Nicole Fallon, Vice President of Health Policy & Integrated Services for LeadingAge

  • Review the drivers of change and opportunities and risks they present for long-term and post-acute care providers.
  • Explore strategies other providers are using to adapt to these changes.
  • Discuss the trends and opportunities created by national policies and new models in the Innovation Center.


Eastern Conference:

Green Valley Country Club
201 W. Ridge Pike
Lafayette Hill, PA 19444

November 19-20, 2019

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