Agenda

Saturday, June 9, 2007—Ready to Launch

Early Registration

3:00pm – 6:00pm

New Directors Meeting

Sunday, June 10, 2007—Lift-Off

8:00am – 5:00pm

Registration

8:30am – 9:30am

SHIP Director’s-only Networking Session (bring your own breakfast)

10:00am – 11:30am

Bi-Regional Breakouts

11:30am – 1:00pm

Lunch
(On Your Own)

1:00pm – 1:45pm

Debbie Breslin, Chair, SHIP Steering Committee
Tom Kickham, SRCMG, CMS

Tom Kickham, SRCMG, CMS
Marilyn Maultsby, DSR
Nancy O’Connor, OEA
RO Representative

1:45pm – 2:00pm

Networking Break
(15 minutes)

2:00pm – 3:15pm

Breakout Session I
(1 hour, 15 minutes)

An Electronic Approach to Volunteer Training: Update on the NC SHIIP Online Basic Training Project
Roberta Hamby, NC SHIP Staff
Josiah Bova, NC SHIP Staff
Kevin Robertson, NC SHIP Staff

Fulfilling the Promise: Finding and Enrolling People in the Medicare Part D Extra Help
Marisa Scala-Foley, NCOA/ABC
Martha Trunk, VICAP, Arlington County AAA, VA
Anne E. Smith, Medicare Rights Advocate, Legal Service for the Elderly, Augusta, ME

Developing a Statewide Prescription Assistance Program
Cindy Sheldon, ND SHIP Director

Working Effectively with American Indian Tribes and the Indian Health Services – Roundtable Discussion
Dorothy Dupree, Rodger Goodacre, Priya Helweg, CMS

3:15pm – 3:30pm

Networking Break
(15 minutes)

3:30pm – 4:45pm

Breakout Session II
(1 hour, 15 minutes)

State Initiatives to Promote Long-Term Care Financing
John Cutler, OPM
Eileen Tell, Long Term Care Group, Inc.

Reaching Out to Elderly Minority Populations
Scott Cooley, National Consumer Protection Technical Resource Center
Dr. Nguyen Dinh Thang, Boat People SOS
Dr. Harry Paraison, DH/Perfil Latino TV, Inc

Get Connected: How the My Medicare Matters Online Community Can Help You
Hilary Dalin, NCOA
Wendy Zenker, NCOA

Aging and Disability Resource Center Progress and Preliminary Outcomes
Carrie Blakeway, ADRC Technical Assistance Center, The Lewin Group
Jennifer HoSue, NH ServiceLink Resource Center

5:00pm – 5:30pm

SHIP Caucus (SHIP Directors Only)

5:30pm – 7:30pm

Meet and Greet

Monday, June 11, 2007—Warp Speed

7:00am – 5:00pm

Registration

8:00am – 8:45am

Open Door Session – Conversation with CMS

8:45am – 9:00 am

Announcements

9:00am – 10:30am

Plenary

CMS Administrator Address
(45 minutes)

Train the Trainer Treasure Trove
(45 minutes)

Leslie V. Norwalk, Esq

Charlotte Newman, CMS

10:30am – 10:45am

Networking Break
(15 minutes)

10:45am – 12:00pm

Breakout Sessions III
(1 hour, 15 minutes)

Working Effectively with Beneficiaries with a Mental Illness (Mandatory for All State Directors)
Janet Miller, CMS
Debra Ward, Customer Value Partners

Investing in Your Volunteers
Heather Bates, HAP
Avis Hall, HAP

Outreach for MSP and Extra Help for Medicare Beneficiaries
Linda Bylow, Marshall Wilmot, Cindy Bridges, Social Service Coordinators

Effective Models of SHIP/SMP Collaboration
Barbara Dieker, AoA
Julie Schoen, California Health Advocates
Doranna Anderson , NC SHIP
Carla Obiol, NC SHIP
Susan Johnson, VA SMP

12:00pm – 1:30pm

Lunch (On Your Own)

1:30pm – 2:45pm

Breakout Sessions IV
(1 hour, 15 minutes)

LTC and Related DRA Issues
Ginni Hain, CMS

Next Generation of Volunteerism
Cheryl St. Clair, IN SHIP
Jina Ragland, NE SHIP
Yvonne Clearwater, IL SHIP
Carol Beahan, MO SHIP
Gretchen Margraf, OH SHIP

Exploring Your Technology Universe: Practical Solutions for SHIPs
Rachel Gussett-Williams, HAP
Steve DeRosa, HAP

Opportunities and Innovations for Partnerships: Building an Effective Field Operation for Outreach and Assistance
Mimi Toomey, AoA
Susan Jenkins, Community Health Centers
Sandra Leonard, Astra Zeneca
Kelly Jo Greiner, New Mexico SHIP
Daniel Wilson, National Caucus and Center on Black Aged

2:45pm – 3:15pm

Networking Break
(30 minutes)

3:15pm – 4:30pm

Breakout Sessions V
(1 hour, 15 minutes)

Extra Help Outreach: Where Are We Now and Where Do We Go From Here?
Cheri Arnott, Associate Commissioner for the Office of External Affairs

Why Volunteers Stay or Go: Easy Evaluation Leading to Program Improvement
John Chreno, FL SHIP Director
Dr. Denise Hill, FL Dept of Elder Affairs
Dr. Horacio Soberon-Ferrer, FL Dept of Elder Affairs

Developing a Mystery Shopping Project for SHIPs
Erika Melman, BearingPoint
Julie Leonard, BearingPoint

Working Effectively with Beneficiaries with a Mental Illness
(Mandatory for All State Directors)
Janet Miller, CMS
Debra Ward, Customer Value Partners
Ivy Coleman, Customer Value Partners

4:30pm – 5:30pm

SHIP Caucus (SHIP Directors Only)
(1 hour)

Tuesday, June 12, 2007—Re-entry

8:30am – 8:35am

Announcements

8:35am – 9:15am

Plenary

Value Driven Healthcare
Carol Messick, Office of the Acting Chief Operating Officer

9:15am – 9:25am

LIS Outreach Overview

9:25am – 9:30am

(Break) Move to breakout rooms

9:30am – 10:30am

Bi-Regional Breakout Sessions on LIS

Group 1 Boston RA = Boston and NY Regions
Group 2 Philadelphia RA = Philadelphia Region
Group 3 Atlanta RA = Atlanta and Dallas Regions
Group 4 Denver RA = Denver and KC Regions
Group 5 San Francisco RA = San Francisco Region
Group 6 Seattle RA = Seattle and Chicago Regions

10:45am – 12:00pm

Breakout Sessions VI
(1 hour, 15 minutes)

Expanding Partnerships Between ADRCs and SHIPs
Peggy Rightnour, Howard County Office on Aging
Heather Burkhardt, NC Division on Aging and Adult Service's
Beth Crady, Senior Services, Inc.
Sharon Zeruld, ADRC Technical Assistance Center, The Lewin Group

Performance Based Contracting Is Here to Stay – Successful Strategies Used for Implementation
Robert Logan, n4a
Frank Burns, AoA

A Conversation with the Medicare Ombudsman’s Office – Defining Future SHIP Technical Assistance Needs – Roundtable Discussion
Dan Schreiner, CMS
Tangita Daramola, CMS

Creating an Evaluation Program from the Beginning
Kelly Brantley, HAP

12:00pm – 1:30pm

Lunch (On Your Own)

12:00pm – 1:30pm

SHIP Partnership Meeting -

Steering Committee and SHIP Partnership Group
(cash lunch/participants pay)

1:30pm – 2:45pm

Breakout Sessions VII
(1 hour, 15 minutes)

Medigap Modernization Efforts by the NAIC
Jane Sung, NAIC
Alan Heumann, LA SHIP
Industry/Consumer Group Representative
Alethia Jackson, America's Health Insurance Plans

Interactive Counselor Training Tools
Gretchen Margraf, OH SHIP
Chris Reeg, OH SHIP

A Technical Assistance Model for State Programs with Local Counselors
Linda Petrosino, NY SHIP
Elana Berman, Medicare Rights Center
Kathy Dunphy, Empire Medicare Services
Amy Bernstein, Dept of Aging, NYC

Making the Most of Partnership Opportunities – Best Practices on Partner Involvement Roundtable Discussion
Leslie Pruitt, CT SHIP

2:45pm – 3:15pm

Networking Break
(30 minutes)

3:15pm – 4:30pm

Breakout Sessions VIII
(1 hour, 15 minutes)

Emerging State Directions and Trends: Implications for SHIPs
Bernice Hutchinson, NASUA
Brian Webb, NAIC

SHIPs and CMS – Working Together to Build Bridges and Expand the Network of Help for People with Mental Illness
Tangita Daramola, CMS
Janet Miller, CMS
Carla Obiol, NC SHIP
Roger Adams, TX SHIP

Evidence-Based Healthy Aging Programs
Donald Grantt, AoA
Mary Walsh, ME SHIP
Joseph Gennusa, MD Dept of Aging
Terri Whirrett, SC Office of Aging
Serena Sanker, NCOA

Equipping Volunteers to Work from Home
Amy Adachi, Medicare Rights Center

4:30pm – 5:30pm

SHIP Caucus
(SHIP Directors Only)

Wednesday, June 13, 2007—Touch Down

8:30am – 9:00am

Open Door Session – Conversations with CMS

9:00am – 10:00am

Roundtable Discussions with CMS Subject Matter Experts

10:00am – 10:15am

Networking Break
(15 minutes)

10:15am – 11:15am

Breakout Sessions IX
(1 hour, 15 minutes)

Roundtable Discussions with CMS Subject Matter Experts

11:15am – 11:30am

Networking Break
(15 minutes)

11:30am – 12:45pm

Plenary

Session on National Performance Reporting and Performance Measures

(Mandatory for All State Directors)
Marilyn Maultsby, CMS
Patricia Gongloff, CMS

12:45pm – 1:30pm

Closing – Announcement of Steering Committee Elections

Debbie Breslin, Chair, SHIP Steering Committee