LONG TERM CARE AND THE LAW February 27-29, 2012 • Arizona Biltmore • Phoenix, AZ

Program Planning Committee: Alan E. Schabes, Esq. – Program Chair David S. Cade, Esq. Dianne J. De La Mare, Esq. Kimber L. Latsha, Esq. Christopher C. Puri, Esq.

In association with:

Plante Moran and Principle Valuation LLC have provided sponsorship in support of this program.

Long Term Care and the Law Program Agenda »» Fraud and abuse »» Accountable Care Act provisions affecting each type of

Please Note: This year’s program includes sessions for Nursing Facility, Assisted Living and Home Health audiences. The Program at a Glance on pages 14-17 indicates for which audience(s) a session is intended: Nursing Facility (NF) attendees; Assisted Living (AL) attendees; and/or Home Health (HH) attendees.

provider

II. Home Health and Hospice Introductory Session William A. Dombi »» What is home care and hospice »» Who provides home care and hospice »» What are the standards for qualifying as a provider »» How is it paid for under Medicare/Medicaid, managed care, commercial insurance and private pay »» Standards for coverage of homecare and hospice »» Legal issues involved in business transactions, quality of care, claims payment and fraud and abuse

Monday, February 27, 2012

7:45 am- 12:45 pm Assisted Living In-House General Counsel Roundtable, sponsored by NCAL To register, contact Shane Osborne at [email protected]  or sign up on the registration form on page 19. (Open only to in-house counsel; breakfast will be served at 7:45 am and lunch is also included.  Attendance is limited and pre-registration is required) Featured Speaker: Stephen M. Garcia »» How and why a plaintiff’s attorney wins – What makes a case winnable? – Resident and family interaction – Communication with the facility – Building a case – evidence and testimony – State involvement – Media – Damages – Quality in assisted living »» Risks and issues involved with aging in place »» Peer-to-peer sharing of current risks and risk management strategies

9:30-11:30 am Interactive Discussion Groups Attendance for each discussion group below is limited to 30 people; there is an additional charge of $40; and preregistration is required. Please see page 19 to register.

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8:30 am- 5:30 pm Registration and Information CONCURRENT SESSIONS 9:30-11:30 am I. Nursing Facility Introductory Session Annaliese Impink Todd J. Selby »» Medicare and Medicaid – how they are different and how they are alike »» Introduction of the types of providers – long term care, senior housing (independent living and assisted living facilities) »» In-home care, rehabilitation hospitals and hospice »» Characteristics of the clients each would serve »» Reimbursement sources for each type of provider »» Regulatory and tort issues that may arise for each type of provider »» Contracting with vendors and other healthcare entities



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Group 1: Innovation Initiatives: Getting There from Here…Operational Issues Surrounding ACOs and Bundling Douglas G. Burr General framework and overview Five issue domains for clients – Research and development – Clinical – Financial – Management/operational – Legal Group 2: Care Transitions: Moving Patients Across the Spectrum of Care Services Jerrold R. Perchik Debra Wertzberger Opportunities and Challenges – Value proposition for stake holders – Legal/compliance challenges – Care coordination challenges – 30 day acute readmissions - What can be the impact? Group 3: Fraud Enforcement Angela Brice-Smith

11:30 am-1:00 pm Lunch on your own

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Phoenix, AZ Program Agenda »» Home health »» False claims litigation »» General litigation developments

GENERAL SESSION 1:00-1:15 pm Welcome and Introduction Dinetia M. Newman, AHLA President-Elect Alan E. Schabes, Program Chair

C. Legislative and Regulatory Update for All Providers of Long Term Care, Services and Supports Marsha R. Greenfield Jennifer L. Hilliard »» What’s happened to the Affordable Care Act and the impact on long term care providers of efforts to repeal (1099, CLASS, etc.) and to implement ACA »» The Budget Control Act of 2011 and what it foretells for the future of Medicare, Medicaid and long term services and supports »» What lies ahead for mixed legislative and regulatory issues such as DEA nurse-as-agent and NLRB union elections »» CMS nursing home program letters and regulatory developments »» Regulatory matters in other agencies that affect nursing home providers and operations

1:15-2:00 pm Keynote Address: The Future of Long Term Care: Opportunities for an Aging America Robyn I. Stone »» Latest trends in the “triple knot” of long term care policy—financing, delivery and workforce development »» New person-centered models of LTC that have the potential to transform the system »» Vision for LTC in 2030 2:00-3:30 pm Current Operational and Regulatory Challenges for Long Term Care Providers Alan E. Schabes (Moderator) Richard P. Grimes Val J. Halamandaris William L. Minnix Mark Parkinson

D. Legislative and Regulatory Update for Assisted Living (not repeated) Maribeth Bersani David A. Kyllo Karl P. Polzer »» Federal legislative and regulatory activity that could impact senior living providers and residents »» Update on recently released national senior living studies, surveys and research and plans for future efforts »» Medicaid coverage and payment issues in assisted living »» State legislative and regulatory trends

3:30-4:00 pm Coffee Break sponsored by Plante Moran and Principle Valuation LLC CONCURRENT SESSIONS 4:00-5:30 pm Extended Sessions A. ACOs Are Here to Stay – What To Do Now? Kim H. Looney »» New regulations, in particular any changes from the proposed regulations »» Antitrust issues and concerns »» Fraud and abuse waivers – what they look like in the final regulations and should there be anything more or different »» Tips for formation »» Other integration models – Patient centered medical homes – Hospital pay for quality results

E. Legislative and Regulatory Update for Home Health and Hospice (not repeated) William A. Dombi »» The Affordable Care Act, the Budget Control Act and their impact on home care and hospice »» Medicare payment rate changes in 2012 »» Updates on Medicare home health and hospice coverage and documentation requirements »» Developments in the oversight of home care and hospice under Medicare and Medicaid »» New regulatory actions under the Fair Labor Standards Act »» Forecast for future legislative and regulatory changes in 2012 and 2013

B. Case Law Update Susan A. Edwards Anjana D. Patel »» Medicare and Medicaid reimbursement »» Survey, certification and enforcement 3

Long Term Care and the Law Program Agenda 5:30-6:30 pm Reception sponsored by Plante Moran and Principle Valuation LLC (attendees, speakers, children and registered spouses and guests welcome)

»» The new collection process for civil money penalties using

6:30-7:30 pm Reception sponsored by AHLA’s Advisory Council on Diversity (attendees, speakers and registered spouses and guests welcome; register on page 19) Join us for a reception that celebrates diversity in the health law bar and provides an opportunity for members of diverse backgrounds to network with their AHLA colleagues and Association leaders.

H. Physicians and Long Term Care: Current and New Models of Integration, the Regulatory Framework and Reimbursement (not repeated) Joanne R. Lax James F. Miles »» The existing SNF regulatory framework and common SNF delivery model for physician services, including attending physicians, the Medical Director and mid-level providers »» Problems and concerns with the common delivery model for these services »» Possible organizational changes to the common delivery model in order to improve physician services and ultimately the quality of resident care in SNFs, including employment, “SNFist” independent contractor agreements and professional services arrangements »» Stark, Anti-Kickback and Corporate Practice of Medicine Doctrine implications for integration »» Reimbursement coordination for integration, including the relationship of long term care physician integration to Medicare, Medicaid and commercial ACO initiatives

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Tuesday, February 28, 2012 7:00 am-5:45 pm Registration and Information

7:00-8:30 am Continental Breakfast sponsored by Plante Moran and Principle Valuation LLC (attendees, speakers, children and registered spouses and guests welcome) CONCURRENT SESSIONS Please note start times for the following sessions. 8:00-9:30 am Extended Sessions F. Predictive Modeling (not repeated) Peter P. Budetti (invited)

escrow accounts, focusing on operational and strategic implications for facilities and their counsel Practical impact of the new opportunity to obtain a 50% reduction in civil money penalty

J. Counseling Clients Regarding the Legal and Practical Problems of Increasing Acuity Levels Paul A. Gordon »» The risks inherent in rising acuity levels among residents in assisted and independent living »» Liabilities associated with private caregivers »» Is there a “right” to age in place? »» Is it unlawful discrimination to move a person against his or her will due to increasing care needs? »» What can be done to address these concerns?

B. Case Law Update (repeat) 8:30-9:30 am G. One Too Many Roads? The Past and Future of Civil Money Penalties and Appeals under Health Reform (not repeated) Jeannie A. Adams Alan C. Horowitz »» The new Independent Informal Dispute Resolution process »» Compare current state IDR processes to the new Independent IDR process mandated under PPACA while providing a road map for how both new and established IDR processes may work together with DAB appeals, using final regulations and the most current CMS State Operations Manual guidance »» The strategic pros and cons of choosing one appeals process over another by employing actual case examples

9:45-10:45 am K. You’re Asking Me What? New Issues Relating to Culture and Lifestyle Changes (not repeated) Anne E. Hall Barbara L. Miltenberger »» Overview of culture change requirements and recent lifestyle laws »» Safety of residents verses home-like environment »» Legal and regulatory concerns with happy hours and meals »» Regulatory issues relating to same sex relationships 4

Phoenix, AZ Program Agenda »» Sexual issues for persons with dementia »» Legal issues related to medical marijuana

»» Recent litigation trends challenging the legality of automatic lunch deducts

»» Increased focus by the EEOC and other employment

L. Douglas v. Independent Living Center and Federal Medicaid Payment Requirements (not repeated) Charles A. Luband »» A history of provider challenges to state Medicaid payment adequacy »» The Douglas cases and their significance »» Issues raised in the Supreme Court appeal »» What is the likely impact of the Court decision on future provider appeals? »» CMS regulations on payment adequacy

related agencies on the healthcare industry

11:00 am- 12:00 noon P. Are Residents’ Mental Health Issues Driving You Crazy? Issues and Strategies for Assisted Living Providers (not repeated) Martha Everett Meng Harry J. Nelson »» Involuntary “holds” – When is this option appropriate and necessary? Legal risks? »» Use of psychotropic medications – issues specific to assisted living »» Managed care and mental health treatment »» Substance abuse »» End-of-life issues: Voluntarily Stopping Eating and Drinking (VSED) and related behaviors »» Hoarding and other OCDs »» Oh, Mom has always done that, what’s the problem? Note:  This session does not address dementia care.

M. Hospice and Home Health Litigation Update (not repeated) Brian M. Daucher »» The Hospice Cap Litigation (and new regulation) »» Additional litigation issues facing hospice and home health including: – Whistleblower claims – Privacy suits – Home health reimbursement litigation

Q. Kicking the Tires: Regulatory Due Diligence in Home Health and Hospice M&A (not repeated) Betty L. Gordon Ari J. Markenson »» Process and timing for conducting diligence and how to frame the scope of inquiry and engagement »» How to form diligence requests and communicate them to the target »» How to conduct diligence and assess risks »» Format, content and process for reporting diligence findings to the client

N. Survey Update: The Nuts and Bolts of Enforcement Appeals Joseph L. Bianculli Kelly A. Priegnitz »» Redefining “winning” – or why appeal at all if the chance of “winning” is remote? »» Which appeals are potential winners, and which are dead duck losers – the current state of Departmental Appeals Board case law »» The current state of “due process” (hint: there isn’t much) »» Realistic preparation – structuring legal arguments and evidence for possible settlement – or for possible judicial review »» The notion of “de novo” ALJ and Board review – when lawyering requires clairvoyance

R. Insolvency and Bankruptcy Proceedings Jill A. Steinberg »» Causes of recent financial woes »» How bankruptcy and healthcare laws intersect »» Protect yourself from insolvency/bankruptcy

O. Top 10 Employment and Labor Law Issues in the Long Term Care Environment: An Inside and Outside Counsel’s Perspective on What Every Healthcare Lawyer Should Know Lynn K. Fieldhouse Mark W. Peters »» The NLRB’s recent groundbreaking union organization decision in specialty healthcare

S. Minimizing Risk and Maximizing Use of Social Media in the Long Term Care Industry  Caroline J. Berdzik Beth S. Rosenbaum »» Proper use of social media in hiring, termination and other personnel decisions »» Recent case law (NLRB cases associated with Facebook firings, HIPAA and regulatory matters and other tort claims) 5

Long Term Care and the Law Program Agenda »» Protecting residents’ PHI in the digital age »» Best practices for management of company owned web

CONCURRENT SESSIONS 1:45-2:45 pm U. Family Feuds: How to Deal with Problem Residents and Family Members (not repeated) Tara A. Cope Joel S. Goldman »» When a family member is acting contrary to the best interests of your resident »» Receiving conflicting direction from more than one family member »» When powers of attorney are effective »» Evicting residents for resident and/or family behavior problems »» Family member with power of attorney attempting to prevent visits from other family member(s) »» Identifying problem residents and family members prior to admission

sites and pages on social media sites

»» Policies needed to protect your organization involving

blogging, posting, use of social media websites such as Facebook, Twitter, Linkedin and myspace

T. Long Term Care and Integrated Financing for Dual Eligibles Melanie Bella Eliot Fishman »» Both CMS and many State Medicaid Agencies are moving forward on an aggressive timeline to integrate Medicare and Medicaid financing for dual eligibles »» For the managed care industry, the dual eligibles sector is emerging as a market that is large in 2012 and potentially enormous in 2015 and beyond. Whether this market is linked to Medicare Advantage, Medicaid managed care or stands on it’s own is still taking shape and will likely vary by state »» Managed fee-for-service is an option that many states are exploring which will have some of the same impacts on providers as integrated managed care. However, states will push to link primary care and acute care delivery to long term care »» For providers, business models will likely change.  Changes may include financing of hospitalization and post-acute services for dually eligible nursing home residents and home health patients »» The move away from fee-for-service also offers opportunities for providers to provide care management.  There are very few entities with experience in managing Medicaid long term care benefits.  Sub-contracting to managed care organizations or state agencies, or in-house development of managed care products, are both approaches that LTC providers have pursued successfully

V. Watching the Detectives: Legal Ethics Challenges in Internal Investigations (not repeated) William W. Horton »» Clients, non-clients and people who think they’re clients: Interviews, Upjohn warnings and multiple representation »» Privilege and confidentiality issues »» Who’s the Boss?  Conflicts between internal and external counsel W. Senior Care Strategies for Optimizing Medicare Market Share, Operational Efficiency and Quality (not repeated) Jeff Heaphy »» Trends and direction in post acute care under healthcare reform »» Position your organization for success using performance measurements, metrics and approaches to monitoring Medicare results »» Evaluate operation efficiency and effectiveness to get the MOST* from your Medicare Operations (*Market, Outcomes, Strategy, Team) »» Accurate determination of Medicare RUGs through selection of assessment reference dates, documentation and proper care planning management

12:00 noon-1:30 pm Lunch on your own or attend the Long Term Care, Senior Housing, In-Home Care and Rehabilitation Practice Group Luncheon sponsored by Simione Consultants, LLC (additional fee; limited attendance; pre-registration required; see page 19) Past, Present and Future of Medicare Fraud Investigations Steven M. Lack

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Phoenix, AZ Program Agenda »» Surrogate decision makers and competency issues »» POLST –a new tool for end of life care planning

X. Compliance Programs - Re-Examining Compliance Programs: Getting Prepared for the Next Regulatory Wave  Robert Hussar Robert E. Leamer »» What are the prime characteristics of an “effective” compliance program? »» How can small providers with limited resources operate compliance programs that meet regulatory expectations? »» What are the best organizational and reporting relationships between governing board, CEO, compliance officer and general counsel? »» Where should providers be focusing their efforts?

AA. Management of High Acuity Patients and Operational Risks in Hospice (not repeated) Elizabeth E. Hogue »» Regulatory compliance issues – Life expectancy of six months or less – Use of continuous care – Use of inpatient care – Relationships with SNF’s »» Marketing hospice services – Fraud and abuse – False Claims Act – Anti-Kickback Statute »» Patients’ right to freedom of choice – Sources of patients’ right to freedom of choice, including Conditions of Participation (CoP’s) for the Medicare Program – Application to hospice services »» Marketing strategies

Y. Opportunities and Challenges to Managed Care Contracting for Post-Acute and Long Term Care Providers during and after Healthcare Reform Michael H. Cook Lisa A. Hathaway »» Tips for navigating contracting issues in the midst of healthcare reform from the payor and the provider perspective »» Influences on providers’ and payors’ behaviors and understanding the internal and external forces at play on the party you are dealing with in today’s changing environment »» Anticipating the continued changes and the effects of Affordable Care Act and accompanying statutory, regulatory enactments, litigation, industry issues and healthcare reform in managed care »» Specific contractual issues such as termination and transitions and associated issues and defining of terminology including payment and events »» Mergers, acquisitions and managed care contract considerations »» Federal and state contracting requirements for Medicare Advantage and Medicaid that need to be understood and considered »» Strategic considerations in the negotiation process, including development and use of historical information and data such as recidivism rates to further the negotiation process

BB. Legal Ethics Quick Hits: A Review of Common Ethical Points for the Healthcare Lawyer Gavin J. Gadberry Christopher C. Puri »» Ethical considerations when communicating with government officials – When are they represented parties? »» Lobbying for lawyers – ethical requirements in legislative/regulatory advocacy »» Attorney client and work product privilege – it’s not as easy as you might think »» Multi-state clients and the unauthorized practice concerns CC. Worthless Services – Government, Private Attorney, Public Person. The Law of “Worthless Services” – An In-Depth Analysis of a Decade of Case Law  J. Richard Kiefer »» What is the current state of the law of “worthless services” in federal False Claims Act cases?   »» Which federal courts have addressed “worthless services” cases? »» What legal theories have courts adopted to reject FCA “worthless services” cases? »» What legal theories have courts relied on in affirming “worthless services” cases? »» How do Department of Defense “worthless services” cases impact healthcare fraud cases?

3:00-4:00 pm Z. Death and Dying – Advanced Directives Unique in Assisted Living (not repeated) Margaret Murphy Carley »» Who is dying in our facilities? »» Advanced directives and ALF regulations 7

Long Term Care and the Law Program Agenda FF. FHA Insured Financing for Long Term Care – Current Developments (not repeated) Andrea C. Barach »» Introduction and description of § 232 FHA insured financing for long term care facilities »» Recent changes (September LEAN training) including revised processing procedures, new liability insurance requirements and current queue status »» Portfolio Financing – master lease structure, with discussion of selected legal issues »» Accounts Receivable Financing – recent changes and refinements in documentation »» New changes in financing program for fire safety equipment (sprinklers)

DD. Quality Credentialing – or – Why Should a Long Term Care Facility Pay Attention to Healthcare Reform? Richard J. Brockman Susan D. Doughton »» Health Care Reform will change the way that payors, led by Medicare and Medicaid, pay for healthcare »» Change in payment methodology is likely to occur regardless of legal challenges to PPACA »» CMS Center for Innovation initiatives are roadmaps for new reimbursement principles – ACOs – Bundled payment initiative – Medical homes – PACE »» No longer will be enough to offer a service, all providers, including long term care facilities, will have to demonstrate value »» Referral sources (including physicians and hospitals) will be incentivized to make sure that post-acute care is delivered efficiently and effectively »» What is “value” in the new payment system? »» What are the rewards and penalties for achieving or failing to achieve “value”? »» How can the long term care facility anticipate and prepare for this sea change?

GG. Understanding Long Term Care Provider Disclosure and Enrollment Obligations in the Post – PPACA Environment Hedy S. Rubinger »» New provider enrollment obligations for nursing homes, home health agencies, hospice providers »» Revised CMS-855 form »» Impact of new enrollment and disclosure obligations on obtaining regulatory approvals for changes of ownership and/or control of nursing homes, hospices, home health agencies and other providers »» Description of the range of state-level enrollment and disclosure obligations

Please note the end times for the following sessions. 4:15-5:15 pm EE. CCRCs without Walls: Care Models of the Future (not repeated) Stephen J. Maag Susan M. Voigt »» Basic legal and operational requirements to design and implement a CCRC without walls and how the model differs from a CCRC »» Financing of a CCRC without walls and how it fits with the healthcare reform models that promote reduced hospitalizations, reduced costs, and individualize care in the least expensive and least restrictive setting »» Best practices in contracting for services in the CCRC without walls setting »» The risks in developing a CCRC without walls in the current regulatory, real estate, and economic market, and how to manage these risks over the long term to meet the increased demand for services to seniors

4:15-5:45 pm Extended Sessions A. ACOs Are Here to Stay – What To Do Now? (repeat) C. Legislative and Regulatory Update for All Providers of Long Term Care, Services and Supports (repeat) 5:15-6:30 pm Reception sponsored by Plante Moran and Principle Valuation LLC (attendees, speakers, children and registered spouses and guests welcome)

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Phoenix, AZ Program Agenda »» Successful appeal strategies and defenses, including legal

Wednesday, February 29, 2012 7:30 am-3:10 pm Registration and Information

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7:30-8:30 am Continental Breakfast sponsored by Plante Moran and Principle Valuation LLC (attendees, speakers, children and registered spouses and guests welcome)

defenses such as provider without fault, challenges to statistics and regulatory and constitutional challenges Practical compliance considerations and audit experiences that provide insight on the best approaches for long term care clients faced with a Medicare or Medicaid audit

LL. Current Fraud and Abuse Issues in Homecare and Hospice Compliance Deborah A. Randall »» Home health and hospice fraud cases in 2011 -- Medicare and Medicaid »» MedPac and Congressional actions addressing fraud, reimbursement changes and practices »» Problems inherent in home health pre-admission physician “face to face” encounters required for coverage »» Relationships and fraud concerns in ACO, regional alignments, local acute care and aging services provider settings »» Actions in State Medicaid OIG enforcement and mandatory State compliance plans and “certifications” of plans

CONCURRENT SESSIONS 8:30-9:30 am HH. Fair Housing Compliance in Senior Housing (not repeated) Robin Dale Daniel Z. Sternthal »» Basic fair housing rules in the context of daily operational challenges faced by assisted living, independent living and CCRC providers Hypothetical case studies to facilitate discussion and analysis of current fair housing hot topics, including admissions, transfers and reasonable accommodations »» Recent FHA cases impacting senior housing providers »» Practical tips to help avoid FHA/ADA challenges, and implement policies and procedures that reduce risk and still meet operational goals »» Sample reasonable accommodation policies addressing FHA issues

BB. Legal Ethics Quick Hits: A Review of Common Ethical Points for the Healthcare Lawyer (repeat) 9:40-10:40 am MM. When EMRs Meet Surveyors and Other Things that Go Bump in the Night (not repeated) Lisa Conrad Diane E. Felix Suzanne Sheldon »» Potential problems and issues that in-house and outside counsel and facility management should anticipate with EMR in surveys and litigation – Differences between paper records and EMRs – Coping with paper records that still exist – officially and unofficially – Being aware of limitations and problems with templates – Dealing with human elements and system quirks »» Tips for preparing for surveys and record requests and for assuring that necessary and appropriate information is conveyed effectively

JJ. Game Change: Working with New Labor Rules (not repeated) Thomas Walsh Thomas Zigray »» The Washington DC environment »» Legal decisions and rule changes »»  Long term care – an inviting target »»  Rapid elections – experiencing the Canadian model »» A long term care study in proactive readiness KK. MICs, MACs, RACs and ZPICs: Latest Developments, Emerging Legal Issues and Successful Appeal Strategies for Long Term Care Providers  Mark E. Reagan Andrew B. Wachler »» Current landscape of audits, including audit contractors’ recent expansions and the risk areas, including new approved audit issues, for skilled nursing facilities, home health agencies and hospice providers 9

Long Term Care and the Law Program Agenda O. Top 10 Employment and Labor Law Issues in the Long Term Care Environment (repeat)

NN. Delivering Home Health in the Assisted Living Setting (not repeated) Kerry M. Parker »» Legal and regulatory compliance issues »» Contractual rights obligations »» Practical considerations

Y. Opportunities and Challenges to Managed Care Contracting for Post-Acute and Long Term Care Providers During and After Health Care Reform (repeat)

J. Counseling Clients Regarding the Legal and Practical Problems of Increasing Activity Levels (repeat)

GG. Understanding Long Term Care Provider Disclosure and Enrollment Obligations in the Post-PPACA Environment (repeat)

N. Survey Update: The Nuts and Bolts of Enforcement Appeals (repeat)

11:50 am-1:00 pm Lunch on your own

R. Insolvency and Bankruptcy Proceedings (repeat)

CONCURRENT SESSIONS 1:00-2:00 pm S. Minimizing Risk and Maximizing Use of Social Media in the Long Term Care Industry (repeat)

10:50-11:50 am OO. Culture Change: Policy, Regulation and Implementation (not repeated) Janet K. Feldkamp Bonnie Kantor-Burman Glynis H. Malcolm »» Policy driving the positive culture change movement »» Regulatory and legal aspects of culture change »» Financial incentives from reimbursement and operational perspectives »» Resident, staff and provider impact

CC. Worthless Services – Government, Private Attorney, Public Person. The Law of “Worthless Services” – An In-Depth Analysis of a Decade of Case Law (repeat) KK. MICs, MACs, RACs and ZPICs: Latest Developments, Emerging Legal Issues and Successful Appeal Strategies for Long Term Care Providers (repeat)

PP. The Legal and Operational Implications of Quality Assurance Programs and Documents (not repeated) Tamar Abell Howard L. Sollins »» Healthcare reform bill as it relates to mandatory quality assurance programs and reporting and requirements of F520 »» “Privileged” information and self disclosure »» Root cause analysis , developing an effective plan of action and a case study »» Outside resources, guidance and standards for incorporation into a quality assurance process »» The  role of QA as part of a corporate compliance program and its relationship to risk management activities »» How quality assurance is part of an effective strategy to mitigate the risk of survey and certification challenges including civil money penalties, poor Five Star rankings and the risk of Special Focus Facility status

LL. Current Fraud and Abuse Issues in Homecare and Hospice Compliance (repeat) 2:10-3:10 pm T. Long Term Care and Integrated Financing for Dual Eligibles (repeat) X. Compliance Programs - Re-Examining Compliance Programs: Getting Prepared for the Next Regulatory Wave (repeat) DD. Quality Credentialing – or – Why Should a Long Term Care Facility Pay Attention to Healthcare Reform?

(repeat)

Adjournment

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Phoenix, AZ Program Faculty Planning Committee Alan E. Schabes, Esq. Program Chair Benesch Friedlander Coplan & Aronoff LLP Cleveland, OH David S. Cade, Esq. Deputy General Counsel US Department of Health and Human Services Washington, DC Dianne J. De La Mare, Esq. Vice President, Regulatory Affairs American Health Care Association Washington, DC Kimber L. Latsha, Esq. Latsha Davis Yohe & McKenna PC Mechanicsburg, PA Christopher C. Puri, Esq. Bradley Arant Boult Cummings LLP Nashville, TN Tamar Abell, MA, CCC-SLP Principle Upstairs Solutions Skokie, IL Jeannie A. Adams, Esq. Hancock Daniel Johnson & Nagle PC Glen Allen, VA Andrea C. Barach, Esq. Bradley Arant Boult Cummings LLP Nashville, TN Melanie Bella (invited) Director Federal Coordinated Health Care Office Centers for Medicare and Medicaid Services Baltimore, MD Caroline J. Berdzik, Esq. Assistant General Counsel Care One LLC Fort Lee, NJ Maribeth Bersani Senior Vice President, Public Policy and Government Relations Assisted Living Federation of America Alexandria, VA

Joseph L. Bianculli, Esq. Health Care Lawyers PLC Arlington, VA Angela Brice-Smith Acting Director, Medicaid Integrity Group Centers for Medicare and Medicaid Services Baltimore, MD

William A. Dombi, Esq. Vice President for Law Center for Health Care Law National Association for Homecare and Hospice Washington, DC Susan Doughton, Esq. Dominick-Feld Hyde PC Birmingham, AL

Richard J. Brockman, Esq. Johnston Barton Proctor & Rose LLP Birmingham, AL

Susan A. Edwards, Esq. Reed Smith LLP Washington, DC

Peter P. Budetti, MD, JD (invited) Deputy Administrator, Center for Program Integrity US Department of Health and Human Services Washington, DC

Janet K. Feldkamp, JD, RN, BSN, LNHA, CHC Benesch Friedlander Coplan & Aronoff LLP Columbus, OH

Douglas G. Burr Vice President of Finance, Reimbursement and Government Relations Health Care Navigator LLC Roswell, GA Margaret Murphy Carley Associate Director OHSU Center for Ethics in Healthcare Executive Director National POLST Paradigm Task Force Portland, OR

Diane E. Felix, Esq. Armstrong Teasdale LLP Saint Louis, MO Lynn K. Fieldhouse, Esq. Litigation Counsel Signature Consulting Services, LLC and Affiliates Louisville, KY Eliot Fishman, PhD Principal Health Management Associates Naples, FL

Lisa Conrad, RN, RAC-CT Director System Integration Optimus EMR, Inc. Irvine, CA

Gavin J. Gadberry, Esq. Underwood Wilson Berry Stein & Johnson PC Amarillo, TX

Michael H. Cook, Esq. Liles Parker PLLC Washington, DC

Stephen Garcia, Esq. Garcia Artigliere & Schadrack Long Beach, CA

Tara A. Cope, Esq. Associate General Counsel Vi Chicago, IL

Joel S. Goldman, Esq. Hanson Bridgett LLP San Francisco, CA

Robin Dale, Esq. Lane Powell PC Olympia, WA

Betty L. Gordon, RN, BSN, MPH Principal Simione Consultants LLC Westborough, MA

Brian M. Daucher, Esq. Sheppard Mullin Richter & Hampton LLP Costa Mesa, CA

Paul A. Gordon, Esq. Hanson Bridgett LLP San Francisco, CA

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Long Term Care and the Law

Marsha R. Greenfield, JD Vice President, Legislative Affairs LeadingAge Washington, DC Richard P. Grimes President and CEO Assisted Living Federation of America Alexandria, VA Val J. Halamandaris, Esq. President National Association for Home Care & Hospice Washington, DC Anne E. Hall, Esq. Chief Counsel Office of the General Counsel US Department of Health and Human Services San Francisco, CA Lisa A. Hathaway, Esq. Assistant General Counsel Blue Cross Blue Shield of Florida Jacksonville, FL

Robert Hussar, Esq. Manatt Phelps & Phillips Albany, NY

Martha Everett Meng, Esq. Murtha Cullina LLP New Haven, CT

Annaliese Impink, Esq. Senior Vice President and Chief Operations Counsel SavaSeniorCare Consulting LLC Atlanta, GA

James F. Miles, Esq. Miles & Peters PC Denver, CO

Bonnie Kantor-Burman Director Ohio Department of Aging Columbus, OH J. Richard Kiefer, Esq. Bingham Greenebaum Doll LLP Indianapolis, IN David A. Kyllo Executive Director National Center for Assisted Living Washington, DC Joanne R. Lax, Esq. Dykema Gossett PLLC Bloomfield Hills, MI

Jeff Heaphy, NHA Partner/Senior Care Practice Leader Plante Moran, PLLC Columbus, OH

Robert E. Leamer, Esq. Senior Vice President and General Counsel Metropolitan Jewish Health System Brooklyn, NY

Jennifer L. Hilliard, JD, MMH Public Policy Attorney LeadingAge Washington, DC

Kim H. Looney, Esq. Waller Lansden Dortch & Davis LLP Nashville, TN

Elizabeth E. Hogue, Esq. Elizabeth E. Hogue LLC Washington, DC Alan C. Horowitz, Esq. Assistant Regional Counsel Office of the General Counsel US Department of Health and Human Services Philadelphia, PA William W. Horton, Esq. Johnston Barton Proctor & Rose LLP Birmingham, AL

Charles A. Luband, Esq. Ropes & Gray LLP New York, NY Stephen J. Maag, Esq. Director Assisted Living and Continuing Care LeadingAge Washington, DC Glynis H. Malcolm, RN, BSN, JD Corporate Counsel for Regulatory Affairs Sun Healthcare Group, Inc. Irvine, CA Ari J. Markenson, Esq. Benesch Friedlander Coplan & Aronoff LLP White Plains, NY

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Barbara L. Miltenberger, Esq. Husch Blackwell LLP Jefferson City, MO William L. Minnix President and CEO LeadingAge Washington, DC Harry J. Nelson, Esq. Fenton Nelson LLP Los Angeles, CA Dinetia M. Newman, Esq. Balch & Bingham LLP Jackson, MS Kerry M. Parker, Esq. Epstein Becker & Green PC Newark, NJ Gov. Mark Parkinson President & CEO American Health Care Association Washington, DC Anjana D. Patel, Esq. Sills Cummis & Gross PC Newark, NJ Jerrold R. Perchik, Esq. Vice President and Divisional General Counsel Gentiva Health Services Atlanta, GA Mark W. Peters, Esq. Waller Lansden Dortch & Davis LLP Nashville, TN Karl P. Polzer Senior Policy Director National Center for Assisted Living Washington, DC

Phoenix, AZ Program Faculty Kelly A. Priegnitz Vice President and Chief Counsel, Nursing Home Division Kindred Healthcare Louisville, KY

Suzanne Sheldon Director of Risk Management and Corporate Compliance Lutheran Senior Services Saint Louis, MO

Deborah A. Randall, Esq. Law Office of Deborah Randall Washington, DC

Howard L. Sollins, Esq. OBER | KALER Baltimore, MD

Mark E. Reagan, Esq. Hooper Lundy & Bookman, Inc. San Francisco, CA

Jill A. Steinberg, Esq. Arent Fox LLP New York, NY

Beth S. Rosenbaum Senior Director and Operations Counsel, Nursing Center Division Kindred Healthcare, Inc. Louisville, KY

Daniel Z. Sternthal, Esq. Seyfarth Shaw LLP Houston, TX

Hedy S. Rubinger, Esq. Arnall Golden Gregory LLP Atlanta, GA

Robyn I. Stone Executive Director, Senior Vice President of Research LeadingAge Center for Applied Research Washington, DC

Todd J. Selby, Esq. Hall Render Killian Heath & Lyman PC Indianapolis, IN

Susan M. Voigt, Esq. Voigt, Rodé & Boxeth, LLC Saint Paul, MN

Thomas V. Walsh, Esq. Jackson Lewis LLP White Plains, NY Debra Wertzberger, MA, CRMP Chief Clinical Operations Officer Gentiva Health Services Atlanta, GA Thomas Zigray Labor Relations Strategist The Alignment Group Scottsdale, AZ Practice Group Lunch Speaker Steven M. Lack, PhD, CFE Supervisory Special Agent (retired) Office of Inspector General Office of Investigations US Department of Health and Human Services Pleasant Hill, CA

Andrew B. Wachler, Esq. Wachler & Associates PC Royal Oak, MI

Program Materials r AHLA is going green for the 2012 Long Term Care Program! We are trying to reduce the amount of paper we use at our programs. This is both an effort at responsible environmental conservation, and an effort to increase the timeliness of the resources provided to our attendees. We will not automatically be printing binders for everyone. All materials will be available on a website prior to the program so attendees can print what they need for the sessions they plan to attend and handed out on CD at the program. For those who still do want the binder, they will be available for an additional fee; please order on the registration form on page 19.

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Long Term Care and the Law Program at a Glance This year there will be sessions for Nursing Facility, Assisted Living and Home Health audiences. The grid below indicates for which audience(s) a session is intended: Nursing Facility (NF) attendees; Assisted Living (AL) attendees; and/or Home Health (HH) attendees.

Monday, February 27, 2012 7:45 am– 12:45 pm

Assisted Living In-House General Counsel Roundtable sponsored by NCAL (Open only to in-house counsel; attendance is limited and pre-registration is required)

8:30 am– 5:30 pm

Registration and Information Attendance for each discussion group below is limited to 30 people; there is an additional charge of $40; and pre-registration is required

9:30– 11:30 am

I. Nursing Facility II. Home Health and Interactive 1: Interactive 2: Introductory Session Hospice Introductory Innovation Initiatives: Care Transitions: (NF) Session Getting There from Moving Patients (HH) Here… across the Spectrum Operational Issues of Care Services Surrounding ACOs and Bundling Impink Perchick Selby Dombi Burr Wertzberger

Interactive 3: Fraud Enforcement

Brice-Smith

Lunch on your own

11:30 am– 1:00 pm

General Session 1:00-1:15 pm Welcome and Introduction Newman, Schabes

1:00– 3:30 pm

1:15-2:00 pm Keynote Address Stone 2:00-3:30 pm Current Operational and Regulatory Challenges for Long Term Care Providers Grimes, Halamandaris, Minnix, Parkinson, Schabes (moderator) Coffee Break sponsored by Plante Moran and Principle Valuation LLC

3:30– 4:00 pm 4:00– 5:30 pm Extended Sessions

A. ACOs Are Here to Stay - What Do We Do Now? (NF/AL/HH)

Looney

B. Case Law Update C. Legislative and D. Legislative and (NF/AL/HH) Regulatory Update for Regulatory Update All Providers of Long for Assisted Living Term Care, Services (not repeated) and Supports (AL) (NF) Bersani Edwards Greenfield Kyllo Patel Hilliard Polzer

5:30– 6:30 pm

Reception sponsored by Plante Moran and Principle Valuation LLC (attendees, speakers, children and registered spouses and guests welcome)

6:30– 7:30 pm

Reception sponsored by AHLA’s Advisory Council on Diversity (attendees, speakers and registered spouses and guests welcome)

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E. Legislative and Regulatory Update for Home Health and Hospice (not repeated) (HH) Dombi

Phoenix, AZ Program at a Glance Tuesday, February 28, 2012 7:00 am– 5:45 pm

Registration and Information

7:00– 8:30 am

Continental Breakfast sponsored by Plante Moran and Principle Valuation LLC (attendees, speakers, children and registered spouses and guests welcome)

8:00– 9:30 am Extended Sessions

F. Predictive Modeling (not repeated) (HH/NF)

Budetti - invited 9:45– 10:45 am

Adams Horowitz

Luband

Q. Kicking the P. Are Residents’ Mental Health Issues  Tires: Regulatory Due Driving You Crazy? Diligence in Home Issues and Strategies Health and Hospice for Assisted Living M&A Providers (not repeated) (not repeated) (HH) (AL) Meng Nelson

12:00 noon– 1:30 pm

Edwards Patel

Lax Miles

Gordon

K. You’re Asking Me L. Douglas V. Indepen- M. Hospice and Home N. Survey Update: O. Top 10 Employment What? New Issues dent Living Center and Health Litigation The Nuts and Bolts of and Labor Law Issues Relating to Culture Federal Medicaid Update Enforcement Appeals in the Long Term Care and Lifestyle Changes Payment (not repeated) (NF) Environment; An (not repeated) Requirements (HH) Inside and Outside (NF) (not repeated) Counsel’s Perspec(NF) tive on What Every Healthcare Lawyer Should Know (NF/AL/HH) Hall Miltenberger

11:00 am– 12:00 noon

Please note the start times of the following sessions. B. Case Law 8:30G. One Too Many H. Physicians J. Counseling Update 9:30 am Roads? The Past and Long Term Clients Regarding (repeat) and Future of Civil Care: Current the Legal and (NF/AL/HH) Money Penalties and New Models Practical Proband Appeals of Integration, lems of Increasing under Health the Regulatory Acuity Levels Reform Framework and (AL) (not repeated) Reimbursement (NF) (not repeated) (NF/AL)

Daucher R. Insolvency and Bankruptcy Proceedings (NF/AL/HH)

Gordon Markenson

Steinberg

Bianculli Priegnitz

Fieldhouse Peters

S. Minimizing Risk and Maximizing Use of Social Media in the Long Term Care Industry (NF/AL/HH)

T. Long Term Care and Integrated Financing for Dual Eligibles (NF)

Berdzik Rosenbaum

Bella Fishman

Lunch on your own or attend the Long Term Care, Senior Housing, In-Home Care and Rehabilitation Practice Group Luncheon sponsored by Simione Consultants, LLC (additional fee; limited attendance; pre-registration required)

Continued, next page

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Long Term Care and the Law Program at a Glance Tuesday, February 28, 2012 (continued) 1:45– 2:45 pm

U. Family Feuds: How to Deal with Problem Residents and Family Members (not repeated) (AL)

Cope Goldman

V. Watching the Detectives: Legal Ethics Challenges in Internal Investigations (not repeated) (AL/HH/NF)

W. Senior Care X. Compliance Y. Opportunities Strategies for Programs and Challenges Optimizing Medicare Re-Examining to Managed Care Market Share, Compliance Programs: Contracting for Operational Efficiency Getting Prepared for Post-Acute and Long and Quality the Next Regulatory Term Care Providers (not repeated) Wave during and after (NF) (NF/HH) Healthcare Reform (NF/HH/AL)

Horton

Hussar Leamer

Heaphy

Cook Hathaway

3:00– 4:00 pm

Z. Death and Dying – AA. Management of BB. Legal Ethics CC. Worthless Services DD. Quality Advanced Directives High Acuity Patients Quick Hits: A Review – Government, Private Credentialing – or – Unique in Assisted and Operational Risks of Common Ethical Attorney, Public Why Should a Long Living in Hospice Points for the person. The Law of Term Care Facility (not repeated) (not repeated) Healthcare Lawyer “Worthless Services” – Pay Attention to (AL) (HH) (AL/HH/NF) An In-Depth Analysis Healthcare Reform? of a Decade of Case (NF/AL) Law (NF) Gadberry Brockman Carley Hogue Puri Kiefer Doughton

4:15– 5:15 pm

EE. CCRCs without Walls: Care Models of the Future (not repeated) (NF/AL/HH)

Please note the end times of the following sessions.

Maag Voigt 5:15– 6:30 pm

FF. FHA Insured GG. Understanding Financing for Long Term Care Long Term Provider Disclosure Care – Current and Enrollment Developments Obligations in (not repeated) the Post-PPACA (NF) Environment (NF/HH)

Barach

4:155:45 pm Extended sessions

Rubinger

A. ACOs Are Here to Stay - What Do We Do Now? (repeat) (NF/AL/HH)

Looney

Reception sponsored by Plante Moran and Principle Valuation LLC (attendees, speakers, children and registered spouses and guests welcome)

Wednesday, February 29, 2012 7:30 am3:10 pm

Registration and Information

7:308:30 am

Continental Breakfast sponsored by Plante Moran and Principle Valuation LLC (attendees, speakers, children and registered spouses and guests welcome)

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C. Legislative and Regulatory Update for All Providers of Long Term Care, Services and Supports (repeat) (NF) Greenfield Hilliard

Phoenix, AZ Program at a Glance Wednesday, February 29, 2012 (continued) 8:309:30 am

9:4010:40 am

HH. Fair Housing Compliance in Senior Housing (not repeated) (AL)

JJ. Game Change: Working with New Labor Rules (not repeated) (NF/AL/HH)

Dale Sternthal

Walsh Zigray

10:5011:50 am

OO. The Culture Change Revolution – Changing the Delivery Models for Long Term Care (not repeated) (NF)

PP. The Legal and Operational Implications of Quality Assurance Programs and Documents (not repeated) (NF/HH/AL)

Feldkamp Malcolm

Abell Sollins

Gordon

Gadberry Puri

Randall N. Survey Update: The Nuts and Bolts of Enforcement Appeals (repeat) (NF)

R. Insolvency and Bankruptcy Proceedings (repeat) (NF/AL/HH)

Bianculli Priegnitz

Steinberg

O. Top 10 Employment Y. Opportunities and and Labor Law Issues Challenges to Managed in the Long Term Care Care Contracting for Environment Post-Acute and Long (repeat) Term Care Providers (NF/AL/HH) during and after Healthcare Reform (repeat) (NF/HH/AL) Fieldhouse Peters

Cook Hathaway

B. Legal Ethics Quick Hits: A Review of Common Ethical Points for the Healthcare Lawyer (repeat) (AL/HH/NF)

GG. Understanding Long Term Care Provider Disclosure and Enrollment Obligations in the Post-PPACA Environment (repeat) (NF/HH) Rubinger

Lunch on your own S. Minimizing Risk and Maximizing Use of Social Media in the Long Term Care Industry (repeat) (NF/AL/HH) Berdzik Rosenbaum

2:103:10 pm

J. Counseling Clients Regarding the Legal and Practical Problems of Increasing Acuity Levels (repeat) (AL)

Parker

11:50 am1:00 pm 1:002:00 pm

Reagan Wachler

MM. When EMRs NN. Delivering Home Meet Surveyors and Health in the Assisted Other Things that Go Living Setting Bump in the Night (not repeated) (not repeated) (HH/AL) (NF) Conrad Felix Sheldon

KK. MICs, MACs, RACs LL. Current Fraud and ZPICs: Latest and Abuse Issues in Developments, Homecare and Emerging Legal Issues Hospice Compliance and Successful Appeal (HH) Strategies for Long Term Care Providers (NF/HH)

CC. Worthless Services KK. MICs, MACs, RACs and – Government, private ZPICs: Latest Developments, Attorney, Public Person. The Emerging Legal Issues and Law of “Worthless Services” Successful Appeal Strategies – An In-Depth Analysis of a for Long Term Care Providers Decade of Case Law (repeat) (repeat) (NF/HH) (NF) Reagan Kiefer Wachler

LL. Current Fraud and Abuse Issues in Homecare and Hospice Compliance (repeat) (HH)

Randall

T. Long Term Care and Integrated Financing for Dual Eligibles (repeat) (NF)

X. Compliance Programs Re-Examining Compliance Programs: Getting Prepared for the Next Regulatory Wave (repeat) (NF/HH)

DD. Quality Credentialing – or – Why Should a Long Term Care Facility Pay Attention to Healthcare Reform? (repeat) (NF/AL)

Bella Fishman

Hussar Leamer

Brockman Doughton

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Long Term Care and the Law Program Information Dates:

February 27-29, 2012

Place: Phone:

Arizona Biltmore 2400 East Missouri Ave. Phoenix, AZ 85061 (602) 955-6600

Nashville, TN 37219-2417. Web site: www.nasba.org. This seminar will be worth approximately 20.0 CPE credits. There are no prerequisites or advanced preparations required to register for this group live program. Sessions are intermediate or advanced unless otherwise noted. Those seeking accounting credits should be familiar with the concepts of law and terminology associated with the area of long term care in order to obtain the full educational benefit of this program.

Registration Fees: All members of AHLA, LeadingAge, AQNHC, AHCA, ALFA, ASHA, NAHC and NCAL are entitled to member rates.

Hotel Reservations: Hotel accommodations are not included in the registration fee. To make a reservation call the Arizona Biltmore at (602) 955-6600 by February 3, 2012. When calling, please indicate that you are attending the AHLA program to reserve a room in the AHLA block at a rate of $246 single or double occupancy. Rooms at the group rate are limited and may sell out before February 3.

Postmarked and paid by February 3, 2012 $790 For the first Member $715 For each additional Member $690 For In-House Counsel Members $1015 Non-Members $550 Non-Attorney Providers

Membership: Dues are $185 for those admitted to the Bar/graduated from college within the last four years; $300 for those admitted/ graduated more than four but less than eight years ago; and $345 for those admitted/graduated eight or more years ago. Dues are $155 (or $75 for electronic benefits) for government employees and full-time academicians; and $15 for full-time law school students to receive benefits electronically. Include the applicable membership fee with your registration form and take advantage of the program registration fee for members.

Postmarked and paid between February 4- February 21, 2012* $915 For the first Member $840 For each additional Member $690 For In-House Counsel Members $1140 Non-Members $550 Non-Attorney Providers Printed Course Materials: $75 * Registration fees increase $100 after this date.

Cancellations/Substitutions: Cancellations must be received in writing no later than February 20, 2012. Refunds will not be issued for cancellations received after this date. Registration fees, less a $125 administrative fee, will be refunded approximately 3-4 weeks following the program. If you wish to send a substitute or need more information regarding refund, complaint and program cancellation policies, please call the Member Service Center at (202) 833-1100, prompt #5. Please note that registration fees are based on the membership status of the individual who actually attends the program.

If you have indicated an incorrect amount due to errors in addition or not being eligible for a specific rate, AHLA will charge the correct amount to the credit card you have supplied. Discounted Registration Fees: Government employees, academicians, solo practitioners and students: please call (202) 833-1100, prompt #2 for special discounted registration fees. Spouse/Guest Fee: For an additional $50 spouses and adult guests can register to attend the receptions on Monday and Tuesday evenings and the breakfasts on Tuesday and Wednesday mornings. Please sign up on the registration form on page 19. (Children are welcome to attend at no additional charge.)

Special Needs: If you have needs requiring special assistance or accommodations, including special dietary needs, or have questions about accessibility issues at the program, contact our special needs coordinator, Valerie Eshleman at (202) 833-0784 or [email protected].

Continuing Education: Participants will be given continuing education forms at the program. Forms must be completed and returned to AHLA staff to receive credit. AHLA is an approved sponsor of continuing legal education credits in most states. This seminar will be worth approximately 17.75 continuing education credits (including 2.0 ethics credit) based on a 60-minute hour and 20.7 credits (including 2.4 ethics credits) based on a 50-minute hour. This seminar will be worth approximately 17.0 nursing home administrator credits.

Travel: Association Travel Concepts (ATC) has negotiated discounts with United Airlines, Enterprise and Avis Rental Car to bring you special airfares and car rental rates lower than those available to the public. Some restrictions may apply and a service fee may apply. ATC will search for the lowest available fare on any airline. ASSOCIATION TRAVEL CONCEPTS 1-800-458-9383 email: [email protected] Online: http://www.atc.meetings.com/ahla

AHLA is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accoun­tancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700,

ATC is available for reservations from 8:30 am until 8:00 pm Eastern, Monday through Friday.

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Phoenix, AZ Program Registration Form – Long Term Care To register: Remit payment and completed registration form by mail to the American Health Lawyers Association • P.O. Box 79340 • Baltimore, MD 21279-0340 or fax with credit card information to (202) 775-2482. To register by phone call (202) 833-1100, prompt #2. To register online go to www.healthlawyers.org/programs.

3

Name:_________________________________________ Member ID #:___________________________________ First Name for Badge (if different than above):__________________________________ Spouse/Guest Name:_______________ Title:_______________________________________________________________________________________ Organization:__________________________________________________________________________________ Address:_____________________________________________________________________________________ City:_________________________________________ State:___________ ZIP+ 4:___________________________ Telephone: (______)__________________________________ Fax: (______)________________________________ E-Mail:______________________________________________________________________________________ All members of AHLA, LeadingAge, AHCA, ALFA, ASHA, NAHC, AQNHC, and NCAL are entitled to member rates Early Registration Fees (faxed/postmarked and paid on or before February 3, 2012): Members: N $790 In-House Counsel Members: N $690 Non-Members:

N $715 each additional member registering from same organization at same time on the same check or credit card payment

N $1015

N $550 Non-Attorney Provider

Registration Fees (faxed/postmarked and paid between February 4- 21, 2012): Members: N $915 In-House Counsel Members: N $690 Non-Members: N $1140

N $840 each additional member registering from same organization at

N $550 Non-Attorney Provider

same time on the same check or credit card payment

I will require:

N audio N visual N mobility N I have special dietary needs N other assistance _______________ N AHLA N AHCA N ALFA N AQNHC N ASHA N NAHC N NCAL N LeadingAge

I am a Member of:



PAYMENT INFORMATION Please fill in applicable amount: (Sorry! Registrations cannot be processed unless accompanied by payment.) $______________ Registration Fee ______________ NCAL Sponsored Session (no charge, pre-registration required)

Printed Course Materials All attendees will receive an electronic version of the full set of course materials for the program. If you would like to purchase a binder, please indicate that below: I am registering for the Long Term Care Program and would like to purchase the binder for $75

N Assisted Living In-House General Counsel Roundtable (Monday, February 27)

$______________ Interactive Discussion Group ($40); (Monday, February 27); (please indicate group you plan to attend) N 1. ACO/Bundling Initiatives N 3. Fraud Enforcement N 2. Care Transitions $______________ Long Term Care, Senior Housing, In Home Care and Rehabilitation Practice Group Luncheon ($35 for members of the LTC-SIR PG/$50 for non-members of the LTC-SIR PG; Tuesday, February 28) $______________ Printed Course Materials ($75) $______________ Spouse/Guest Fee ($50) $______________ Membership Dues (Date admitted to the bar/graduated: N

N/ N N/ N N) N I plan to attend

_______________ Diversity Reception (Wednesday, February 27) $______________ Total Enclosed

N Check enclosed (Make checks payable to American Health Lawyers Association) Bill my credit card: N Á N Ò N Å N ¸ Number: _________________________________________________________ Exp. Date: N

N/N N

Name of Cardholder:______________________________________________________________________________ Signature of Cardholder:____________________________________________________________________________ ZIP Code of Cardholder’s Billing Address:__________________________________________________________________ Discounted Registration Fees: Government employees, academicians, solo practitioners and students: please call for special discounted fees. Please Note: Should your credit card total be miscalculated, AHLA will charge your credit card for the correct amount. To receive a refund of the registration fee paid minus $125, cancellation notice must be received in writing by February 20, 2012. Fed ID No. 23-7333380

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Reserve your hotel room at the Arizona Biltmore and register by February 3, 2012 and save! Register online today at www.healthlawyers.org/programs

February 27–29, 2012 Arizona Biltmore Phoenix, AZ

Phoenix

Long Term Care and The Law

1620 Eye Street, NW 6th Floor Washington, DC 20006-4010

Permit No. 4841

Suburban, MD

U.S. Postage Paid

First-Class Mail

Presorted