2023 Compliance and Risk Management Conference | Day 2

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Wednesday, October 4 | Conference Day 2

Compliance and Risk Management

Schedule | Wednesday, October 4 | Conference Day 2

7:30 - 8:30am | Registration and Continental Breakfast

8:30 - 10:00am | KEYNOTE | Regulatory Update
1.5 NAB CEUs
Paula Sanders, Principal Chair, Health Care Practice Group, Post & Schell, P.C.

Hear about recent federal and state regulatory developments affecting long-term care and post-acute providers. Learn how to prepare your staff for increased enforcement initiatives and discuss Phase Three implementation issues. Develop compliance strategies for regulatory risk mitigation.

10:00 - 10:15am | Break

10:15 - 11:45am | CONCURRENT SESSIONS
1.5 NAB CEUs

Technology-Driven Senior Living: Shaping a Future of Care and Community
Scott Code, Vice President, LeadingAge Center for Aging Services Technology; John DiMaggio, Chief Executive Officer, BlueOrange Compliance

Discover how modern technologies are being deployed to streamline operations, enhance care, address workforce challenges and foster community engagement within senior living communities. We'll also delve into the robust strategies senior living organizations are implementing to safeguard and counter cybersecurity threats.

To Produce or Not To Produce? That is the Question.
Roseann Brenner and Liz Syer, Attorneys at Law, Goldfein & Joseph, P.C.

Creation, retention, and ultimately, production of documents, whether in response to a request by a resident, a resident’s family member, a state surveyor, or an attorney in the course of litigation, can be a simple task or one that can create chaos for any organization. This is unfortunately true in the continuing care and long- term care industry. We will highlight the most important aspects of policies and procedures addressing record retention, destruction, legal hold requirements, privacy, the right to access records, and production of medical records. In addition, this session will provide insight into how to determine the correct response to various record requests that may or may not involve litigation, as well as suggest steps to take when a record request is received. Through illustrations, legal standards, and a few war stories, you will learn how an organization’s document creation and retention practice can create a foundation upon which counsel can build a legitimate defense to a lawsuit, or create a host of problems that detract from what would otherwise be a strong defense. 

12:00 - 1:00pm | Lunch


1.5 NAB CEUs

Give Good Care and Avoid Immediate Jeopardy 
David N. Hoffman, Assistant Professor of Professional Practice in Bioethics, Columbia University

In this session, we will explore the ethical tension between organizational obligations to provide all necessary and appropriate care on the one hand, while simultaneously respecting the right of patients and residents to refuse care, even when it is medically indicated and efficacious. Methods for reconciling the competing demands of respect for patient autonomy and the duty of beneficence, which requires that we do what is right for the patient, even if they don’t realize it, will be presented through data from an empirical study on resistance by long-term care facilities to honoring the advanced directives of patients suffering from dementia. Participants will learn to distinguish between withdrawing/withholding care that is legally mandated due to a valid, patient choice, and circumstances that constitute neglect, which can result in findings of Immediate Jeopardy. 

Medicare Reimbursement
Stephanie Kessler, RAC-CT, CHP, Partner, RKL

2023 has brought a lot of changes to the MDS 3.0 Item Set, along with an impact to Medicare A reimbursement, with all of the changes that went into effect on October 1, 2023. During this session, we will review the item set changes to the MDS and give you tools and resources to ensure that you and your staff are appropriately prepared to move forward with a comprehensive knowledge of the new MDS.

2:30 - 2:45pm | Break


1.5 NAB CEUs

Palliative Care: Allowing Residents to Age in Place
Kathleen Moskowitz, RN, BSN, MBA, Clinical Compliance Specialist, FSA

Learn about the growing field of palliative care, and how palliative programs can benefit your organization and allow residents to age in place, while managing their symptoms. A panel of healthcare providers will engage participants in a discussion about best practices, barriers to palliative care, symptom management and staff self-care. Participants will gain a clearer understanding of tools needed to provide palliative care to residents and their families in the most competent, compassionate and professional way possible.

HIPAA and Privacy Update for Post-Acute Care
Mark Mattioli, Principal, Post & Schell, P.C.

Explore recent privacy and security updates for post-acute providers, including skilled nursing facilities, assisted living, personal care homes and CCRCs. In addition to the requirements of HIPAA, we will look at some recent trends by states to increase protections to consumers and add new state-based requirements for providers, and explore recent enforcement trends by OCR and other regulators.

4:15 - 4:30pm | Wrap-up

Registration Fees

Emergency Preparedness Pre-Conference Workshop | October 2 

FSA CRM Partner Non-Affiliate
$365 $425


10th Annual Conference | October 3-4

FSA CRM Partner Non-Affiliate
2 Day | $450 2 Day | $550
1 Day | $250 1 Day | $300