Breakout Sessions: Lone Star Summit

Time	Breakout	Description
1:00pm - 1:30pm	Optimizing the Client Intake Process	Join us for an engaging session focused on Optimizing the Client Intake Process. This session will explore strategies and best practices for streamlining and improving the client intake process to enhance efficiency, effectiveness, and client satisfaction.
1:30pm - 1:55pm	WellSky: Best Practices for Data Entry	Join us for a focused session with WellSky to enhance efficiency and effectiveness in client care coordination. This session offers hands-on training and practical guidance on navigating the WellSky interface to implement best practices for accurate data entry.
2:00pm - 2:30pm	InPro: Best Practices to Lower Your Insurance Costs	I will go over best practices to help keep owners costs down. I will focus on proactive actions they can take now and go over what has worked for other owners. The coverages I will focus on are Professional Liability, Workers Compensation, EPLI and Cyber.
2:30pm - 3:00pm	Solvo: Home Care Staffing Soulved	No... that’s not spelled wrong. At Solvo, we call our remote employees Soulvers because they work with their hearts and souls to support over 150 Home Care Agencies in providing the best and most compassionate care for their clients. Learn about current national staffing dynamics, how Solvo brings talent to your operations, how Solvo delivers in the home care industry, and how this process not only includes you... but is built around your specific needs!
3:00pm - 3:30pm	Break and Headshots	Refuel in the Regency Ballroom prior to the next breakout session. Headshots are by appointment only. To make an appointment, please visit The Hospitality Desk.
3:30pm - 4:15pm	Home Care Pulse: Taking Action on Satisfaction	Research shows that positive client and employee satisfaction improves company culture, referrals, retention, and positive care outcomes. In other words, understanding how people feel about your agency is imperative. But that's only half the battle. Taking Action on Satisfaction is an immersive exploration into the importance of identifying, monitoring, sustaining, and improving customer and care staff sentiment—and the resources available to do it. In this 45-minute live presentation, you'll discover the latest trends and insights on satisfaction in home care, getting real-world data to benchmark your performance against the industry. You'll also receive proven strategies for leveraging this data to enhance company culture, reputation, profitability, and long-term success. Don’t miss this unique opportunity to learn how to take action on satisfaction.
4:15pm - 5:00pm	Panel: "Elevating the Customer Experience"	Join us for an insightful panel discussion on Elevating the Customer Experience. This session will bring together leading experts to explore innovative strategies, best practices, and emerging trends aimed at enhancing the overall client experience

Time	Breakout	Description
9:00am - 9:50am	Financial Security: What You Need to Do to Attain and Retain It	This presentation will highlight financial strategies for healthy gross margins, rate increases, competetive wages, establishing a budget, KPI impact on operations, and monthly financial reviews
10:00am - 10:45am	Cross-Brand Breakout: The Art of Marketing and Barbecue: Mastering Franchise Success	This presentation focuses on providing strategies for success in franchise marketing. It covers topics like understanding franchise business marketing, brand consistency, local market analysis, digital marketing, collaboration with franchisors, budgeting, measuring success, and includes a case study and a concluding Q&A session.
11:00am - 12:00pm	Executive Empower Hour: Promo Video Workshop	This presentation aims to provide a comprehensive overview of the new marketing initiatives at Executive Home Care and an interactive workshop to create territory specific promotional videos.
1:00pm - 2:00pm	Enter the Future with WellSky	Today’s personal care providers are tasked with generating better outcomes and boosting growth while facing staff shortages and increased demand for services. Now, more than ever, agencies need a solution that is innovating on their behalf so they can focus on what matters – delivering quality care. That’s WellSky. Join Heather Walker, Client Success Executive from WellSky to learn what new features are available and what future developments are coming to the Best in KLAS, WellSky Personal Care solution.
2:00pm - 2:30pm	Initiate a Data-Driven Approach to Elevate Your Sales Conversations	How to have your caregivers be the best sales people in your agency and drive referrals - EVEN if they HATE the word sales
3:00pm - 4:00pm	Roundtables	Join us for a series of engaging roundtable discussions focused on the home care industry. These interactive sessions will provide a platform to share insights, exchange best practices, and collaborate on key challenges and opportunities.