Private Duty National Conference & Expo

Agenda

Main Conference Day 1


8:00 - 9:00 a.m.

Exhibit Hall Open

Registration/Breakfast in Exhibit Hall

9:00 - 10:00 a.m.

Kunu Kaushal   Laura Shaw-deBruin

Guy Tommasi

Private duty CEOs share growth strategies, industry challenges

Panelists: Kunu Kaushal, founder & CEO, Senior Solutions Home Care, Brentwood, TN; Laura Shaw-deBruin, executive director, Norwood Seniors Network, Chicago, IL; and Guy Tommasi, Jr., executive director, LIFETIME Care at Home, Guilford, CT

Join innovative and strategic agency leaders to discuss how they’ve grown their agencies over the past five years, big changes they see on the horizon and ways you can take advantage of emerging trends. They’ll field questions related to new technology that can promote compliance and greater efficiency; marketing and sales tactics that result in more referrals; recruitment and retention strategies; and best practices for quality and client satisfaction.

10:00 - 10:30 a.m.

Exhibit Hall Open

Networking Break in Exhibit Hall

Networking Tip: Check your goodie bag for your Game Card!

10:30 – 11:45 a.m.

Kunu Kaushal

Key metrics to motivate staff, improve retention and promote growth

Speaker: Kunu Kaushal, founder & CEO, Senior Solutions Home Care, Brentwood, TN

Move beyond revenue metrics to incentivize staff and provide more clarity around roles related to scheduling, recruitment and human resources. Follow home care leader and entrepreneur Kunu Kaushal’s approach that led to 40% year-over-year growth and 90% retention rate for his agency. This simple, budget-driven model uses national metrics and KPIs that consider salaries and profitability for setting goals, defining responsibilities and motivating your staff.

TOOL "Easy math" worksheet for creating bonus plans with metrics

11:45 a.m. – 1:15 p.m.

Exhibit Hall Open

Networking Lunch in Exhibit Hall

Networking Tip: Meet new people. Sit beside someone you don’t know.

Breakout Sessions—Choose Your Path

Track A:
Recruit & retain caregivers,
grow your client base


1:15 – 2:15 p.m.

Brandi Kurtyka

Latest caregiver trends: How to get caregivers to choose YOUR agency

Speaker: Brandi Kurtyka, CEO, myCNAjobs, Chicago, IL

Learn what makes caregivers tick. Join myCNAjobs CEO, Brandi Kurtyka as she shares the latest recruitment insights gleaned from working with thousands of agencies nationwide and surveying more than 100,000 caregivers and CNAs. Did you know caregivers now receive 3+ calls each week for work? Dive into what influences caregivers in deciding to take a job, including wages, benefits, training, interviewing and market dynamics. Walk away with new strategies for adapting recruitment and retention efforts to ensure your agency can successfully recruit a team of star caregivers.

TOOL Copy of the latest Caregiver Trend Report

Track B:
Compliance strategies to stay ahead of wage and legal issues


1:15 – 2:15 p.m.

Joseph Maddaloni

#MeToo movement: Minimize your liability and risk

Speaker: Joseph Maddaloni, Jr., partner, Schenck, Price, Smith & King LLP, Florham Park, NJ

Adjust and employ intelligent, forward-thinking strategies to limit your liability with the increased scrutiny around what constitutes acceptable workplace behavior and institutional culture amid the national #MeToo movement. Get best practices for when and how to respond to #MeToo postings and allegations of sexual harassment made on social media. Plus, get the details on what policies to implement to protect your agency into the future. Failure to take these steps can leave your agency vulnerable to lawsuits, devastating hits to agency reputation and problems with employee morale.

TOOL Sample productive workplace policy

2:15 – 2:30 p.m.

Break

2:15 – 2:30 p.m.

Break

2:30 – 3:30 p.m.

Michele Thomas

Stop the revolving door! Retrain and Retain

Speaker: Michele Thomas, executive vice president, Osborne Home Care, Greenwich, CT

Find out how one agency reduced turnover to under 20% and doubled revenue over three years by redesigning its caregiver hiring and onboarding process. Get details about the onboarding training model with sample agendas, materials and learning lab setup. Plus, discover the budget-friendly resources such as texts, bulletin boards, cultural recognition, in-services, supervisory visits, sharing client feedback and letters that helped the agency stay in front of caregivers in a highly competitive market.

TOOL Sample agenda, caregiver workbook and caregiver recognition program outline

2:30 – 3:30 p.m.

Lisa Meadows

Create a culture of compliance, protect your agency, reduce your risk

Speaker: Lisa Meadows, clinical compliance educator, Accreditation Commission for Health Care (ACHC), Cary, NC

Take your agency to the next level in quality. Understand the legal and compliance issues at play when conducting background checks, documenting client discharges and transfers, accepting gifts, hiring and training, setting professional boundaries and creating service agreements. Put policies and practices in place to satisfy high standards required for accreditation — whether you choose to get accredited.

TOOL Sample human resources audit tool

3:30 – 4:00 p.m.

Exhibit Hall Open

Networking Break (Exhibit Hall)

Networking Tip: Ask exhibitors about their giveaway prizes

3:30 – 4:00 p.m.

Exhibit Hall Open

Networking Break (Exhibit Hall)

Networking Tip: Win prizes! Is your game card half full? Visit the exhibitors

4:00 – 5:00 p.m.

Lori Pavic

Incentivize caregivers to refer a friend

Speaker: Lori Pavic, director of services recruitment and training, Alleghenies Unlimited Care Providers, Johnstown, PA

Get the low-cost, high impact engagement strategies used by Alleghenies Unlimited Care Providers to reduce its turnover rate to 18.9% from 44% over five years. Get details about how to create an effective recognition and rewards program, develop detailed training programs, implement career ladders and bridge the communication gap between the office and the field using a new website, social media and employee newsletter. Bonus: Get an inside look at the benefits package offered to caregivers including 401k match.

TOOL Employee onboarding checklist and staff education materials

4:00 – 5:00 p.m.

Scott Osborne

The Tax Cut and Jobs Act: What’s in it for home care owners?

Speaker: Scott Osborne, founder and managing principal, Osborne HomeCare Group, Chesterfield, MO

Have you taken full advantage of the Tax Cut and Jobs Act of 2017? Learn how your agency can benefit from lower taxes and higher valuations. While a tax rate change for corporations was made permanent, a tax cut on qualified business income that flows through to personal tax returns is temporary. Understand what that means for you, determine if your net income is exempt, understand the reward for providing jobs and ensure your agency is organized and prepared to reap the benefits of the tax reform.

TOOL Net proceeds analysis tool

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