Senior Helpers Conference 2023
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Conference Agenda

Thursday, September 21st

Registration Open
10:00 am - 5:00 pm

Location

HB Plant Ballroom Foyer
JW Marriott

Description

Come check in for conference upon arriving to the hotel!

Franchise Advisory Council Meeting - Closed Session
1:15 pm - 2:45 pm

Location

Florida Ballroom V & VI
Marriott Water Side

Description

This session is closed for the Franchise Advisory Council, but will be open to all attendees starting at 3:00 pm.

Franchise Advisory Council Meeting - Open Session
3:00 pm - 5:00 pm

Location

Florida Ballroom V & VI
Marriott Water Street

Description

After checking in at the Registration Desk, come meet your Franchise Advisory Council!

Gasparilla Welcome Reception
5:00 pm - 9:00 pm

Location

HB Plant Ballroom
JW Marriott

Description

Get in the spirit of Gasparilla, one of the biggest event annually in Tampa Bay with a “Pirate” themed welcome reception with all of our sponsors. Spend the evening networking with our partners, while enjoying food stations and open bar.

Friday, September 22nd

Hospitality Desk Open
7:30 am - 5:00 pm

Location

HB Plant Ballroom Foyer
JW Marriott

Description

Have a question regarding conference or need directions? Come see us at The Hospitality Desk!

Breakfast
8:00 am - 9:00 am

Location

HB Plant Ballroom
JW Marriott

Description

Fuel up with coffee and hot breakfast before the first full day of conference while networking with this year's conference sponsors!

General Session: State of the Company
9:00 am - 10:30 am

Location

Ybor Ballroom
JW Marriott

Description

Hear from the CEO of Senior Helpers, Peter Ross and COO of Senior Helpers, Mari Baxter, discuss the state of the company during this General Session presentation.

Break
10:30 am - 11:00 am

Location

HB Plant Ballroom
JW Marriott

Description

Recharge during this break sponsored by Consumer Fusion!

General Session: Matt Thornhill, Visionary Futurist
11:00 am - 12:00 pm

Location

Ybor Ballroom
JW Marriott

Description

Come listen to Matt Thornhill and his presentation, The Future is Now for Home Care: How to Seize the Post-Pandemic, Boomer-Fueled Growth That’s Coming. As an expert in Boomer behavior, Matt brings fresh thoughts on the future of home care.

Lunch
12:00 pm - 1:30 pm

Location

HB Plant Ballroom
JW Marriott

Description

Grab a bite to eat and network with our conference sponsors before they depart and breakout sessions begin.

Breakout Sessions 1 - 4
1:30 pm - 2:45 pm

Please chose one of the sessions below to attend during this time. All breakouts are located right across the sky bridge.

BREAKOUT
Creating a Workplace Environment for All Generations

Learn How Today’s Workers Share Expectations and are More Alike Than Different

*This session is also offered at 3:15 pm

Speaker

Matt Thornhill

Location

Meeting Rooms 8-10
Marriott Water Street

Description

OK Boomer, it’s time to stop focusing on what makes generations different and leverage how they are similar when it comes to the workplace of today. In this breakout session, Matt Thornhill will explain the five expectations today’s workers share no matter their age or generation. 

You’ll learn what’s important and what to do to address and enhance your organization’s workplace environment. Not all Senior Helpers operations are the same, and there’s not a one-size-fits-all culture you should deploy. By understanding the common workplace expectations and acting accordingly, you’ll immediately improve morale, retention rates, and overall job satisfaction.

Matt will also share an effective, simple and free tactic you can do daily that will forever change your organization’s culture for the better.
 

BREAKOUT
Growing Your Home Care Business Through 3rd Party Payers

Speakers

Greg Bean and Debbie Galvin
Paradigm

Location

Florida Salons I - III
Marriott Water Street

Description

Paradigm works with over +2000 home care agencies nationwide to help them expand their service portfolios. Based on this experience, this presentation will cover the opportunities and challenges most home care agencies face when trying to grow by adding 3rd party payers. Also covered will be the importance of diversification of payer sources and the impact it can have on mitigating risk and optimizing cash flow. 
 

BREAKOUT
Financial Crimes that Target Our Elderly

*This session is also offered at 3:15 pm

Speaker

Detective Phillip Klimpel 

Location

Florida Salon VI
Marriott Water Street

Description

How vulnerable are our clients to financial exploitation? Detective Phillip Klimpel will discuss crimes and crime trends that target the elderly and vulnerable population in today's society.  Discover the types of scams impacting our clients as well as how to identify these scams and help protect our clients from them.
 

BREAKOUT
Latest Legal Developments Impacting the Home Care Industry   

Speaker

Angelo Spinola

Location

Florida Salon V
Marriott Water Street

Description

Please join attorney Angelo Spinola for a summary of the most significant legal trends and updates impacting your agency, including the status of FTC’s proposed rule that would ban employers from entering into, maintaining, or enforcing non-compete clauses, recent government enforcement activity related to PPP and ERTC programs, and DOL enforcement activity. He will also review recent industry specific employment practices being targeted in new lawsuits and the actions owners can take to better protect their agencies from litigation and DOL investigations.    
 

Break
2:45 pm - 3:15 pm

Sponsored By

TBD

Location

HB Plant Ballroom
JW Marriott

Description

Recharge during this break sponsored by TBD

Breakout Sessions 5 - 8
3:15 pm - 4:30 pm

Please chose one of the sessions below to attend during this time. All breakouts are located right across the sky bridge.

BREAKOUT
Creating a Workplace Environment for All Generations

Learn How Today’s Workers Share Expectations and are More Alike Than Different

* This session is also offered at 1:30 pm

Speaker

Matt Thornhill

Location

Meeting Rooms 8-10
Marriott Water Street

Description

OK Boomer, it’s time to stop focusing on what makes generations different and leverage how they are similar when it comes to the workplace of today. In this breakout session, Matt Thornhill will explain the five expectations today’s workers share no matter their age or generation. 

You’ll learn what’s important and what to do to address and enhance your organization’s workplace environment. Not all Senior Helpers operations are the same, and there’s not a one-size-fits-all culture you should deploy. By understanding the common workplace expectations and acting accordingly, you’ll immediately improve morale, retention rates, and overall job satisfaction.

Matt will also share an effective, simple and free tactic you can do daily that will forever change your organization’s culture for the better.
 

BREAKOUT
People Analytics - Changing the Way You Select, Retain and Promote Your Employees

Speaker

Jodie Cunningham

Location

Florida Salons I - III
Marriott Water Street

Description

Skills can be taught, but talent is genetic.  In the health care industry, it is critical to get the right people in the right positions, especially when results substantially impact the client experience. Making the wrong selection or promotion choice can result in significant loss of revenue, high staff turnover, increased labor costs, breakdowns in communication, and losing valuable time and resources training new employees. Incorporating data analytics into your selection and promotion process will provide critical behavioral and cognitive insight to selecting the right people for the right roles in your organization. And the good news is – it’s not complicated!

BREAKOUT
FlexHOME Panel Discussion

Location

Florida Salon V
Marriott Water Street

Moderators

Kristi West
Christina Chartrand
Dave Lindgren 

Panelists

Kent Terry, Ephrata, PA 
Steve Kowalke, Rock Hill, SC
Kathy Livingston, New York, NY
Mark White, Naples, FL

Description

It has been 6 months since we officially rolled out the FlexHOME model. Learn from your peers about the successes, marketing strategies and best practices in bringing FlexHOME to your senior communities and neighborhoods.  

BREAKOUT
Financial Crimes that Target Our Elderly

*This session is also offered at 3:15 pm

Speaker

Detective Phillip Klimpel 

Location

Florida Salon VI
Marriott Water Street

Description

How vulnerable are our clients to financial exploitation? Detective Phillip Klimpel will discuss crimes and crime trends that target the elderly and vulnerable population in today's society.  Discover the types of scams impacting our clients as well as how to identify these scams and help protect our clients from them. 

INVITE ONLY: New Franchise Owner Cocktail Reception
5:00 pm - 7:00 pm

Location

Terrace Room
Marriott Water Street

Description

Calling all New Franchise Owners, get ready to network and mingle with other new owners during this year's cocktail reception! Please note that this event is by invite only.

Offsite Dinner Cruise - Admission by Ticket Only
6:30 pm - 10:30 pm

Sponsored By

Infiniti HR

Location

Meet in hotel lobby
Marriott Water Street

Description

Get ready to sail into the Tampa Sunset while aboard a private boat sponsored by Infiniti! Please note that you must have selected a ticket at the time of registration to board the cruise.

Night On Own

Enjoy this evening on your own to eat a local restaurant or explore Tampa Bay!

Saturday, September 23rd

Hospitality Desk Open
7:30 am - 5:00 pm

Location

HB Plant Ballroom Foyer
JW Marriott

Description

Have a question regarding conference or need directions? Come see us at The Hospitality Desk!

Breakfast
8:00 am - 9:00 am

Location

HB Plant Ballroom
JW Marriott

Description

Fuel up with coffee and hot breakfast before the start of General Session!

General Session: Keynote Speaker Jimmy Choi
9:00 am - 10:00 am

Location

Ybor Ballroom
JW Marriott

Description

In his inspiring keynote, Jimmy will share his journey as he the devastating diagnosis of young onset Parkinson’s Disease at the age of 27 and key realizations to get his life back on track.  Through interactive sessions of carrying the burden of his disease and a mindset of “one more than yesterday,” Jimmy demonstrates how he is living well with Parkinson’s and goes on to achieve being an American Ninja Warrior and Guinness World record holder.   No matter the burden you are carrying, Jimmy’s story will motivate you to MOVE.

Break
10:00 am - 10:15 am

Location

HB Plant Ballroom
JW Marriott

Description

Recharge during this break prior to the start of today's breakout sessions!

Breakout Sessions 9 - 12
10:15 am - 11:15 am

Please chose one of the sessions below to attend during this time. All breakouts are located right across the sky bridge.

BREAKOUT
Blueprint Marketing Pros Panel Discussion

Location

Florida Salon V
Marriott Water Street

Moderators

Marguerite Mertz
Sean Simpson
Franchise Support Center

Panelists

Rosemary Gerstner
Des Plaines, IL

Mark Goldstein
Tucson, AZ

Michael Mohl
South Palm Beach, FL

David Chandler
Franchise Support Center

Description

Is blueprint marketing something you’ve never quite mastered? Are you ready to take your business to the next level of profitability? If so, this is a must attend session! Business development and growth of a business must incorporate promoting our brand, gaining deep intelligence of our markets, understanding our competition, identifying and educating new target referral sources, and most importantly, deepening relationships with key referral partners. Join our panel of SH business development experts who will share their insights on building lasting relationships that achieve profitable results and loyal relationships.

BREAKOUT
New Staff Training Materials

Speakers

Christina Chartrand and Sarah McKittrick
Franchise Support Center

Location

Meeting Rooms 8 - 10
Marriott Water Street

Description

Learn about our new and improved training program for staff members.  The program provides easy onboarding solutions with interactive courses as well as a step-by-step supervisor manual to help train your new employee. Providing comprehensive training allows employees to grow their knowledge base and improve job skills to be a more effective team member in the Senior Helpers workspace. 

BREAKOUT
Digital Lead Mastery: Converting Connections into Clients

Speakers

Janet Berg and Jason Stocknoff
Franchise Support Center

Location

Florida Salons I - III
Marriott Water Street

Description

In today's fast-paced digital landscape, the ability to effectively handle and convert digital leads is a crucial skill for any marketer. This session will delve into the intricacies of lead management, providing you with a deep understanding of the digital lead generation process and the techniques needed to nurture leads effectively. We will explore a range of proven strategies and best practices for optimizing lead conversion rates. Participants will gain insights into crafting compelling and personalized communication, leveraging automation tools for lead nurturing, and more. Join the Marketing team to unlock the potential of your digital leads and transform them into loyal clients and caregivers!

Breakout Sessions 13 - 16
11:30 am - 12:30 pm

Please chose one of the sessions below to attend during this time. All breakouts are located right across the sky bridge.

BREAKOUT
Team Leadership Panel Discussion

Location

Florida Salon V
Marriott Water Street

Moderators

Dave Lindgren and Dan Sitko
Franchise Support Center

Panelists

Scott Gerson
Harrisburg, PA
Kara Fairhurst
Bolingbrook, IL
Terry Hooper
San Antonio, TX
Nick Magnusson
San Mateo, CA
Tehjan Prendiville
Tucson, AZ

Description

How do you elevate your team? How do you hire, train, and delegate responsibilities that empower employees?   Discover some key leadership qualities that have empowered staff members to motivate, improve and grow the business. 

BREAKOUT
More than Checking a Box - the Value of LIFE Profile

Speaker

David Chandler
Franchise Support Center

Location

Florida Salon VI
Marriott Water Street

Description

LIFE Profile is a game changer. While LIFE Profile is a great way to increase revenue, it is also one of the best tools we have available to accomplish our Mission and Core Values. Join David Chandler as he shares about the ‘Why’ behind LIFE Profile, new LIFE Profile tools, and how focusing on the ‘Why’ and new tools is the best way to grow your business and revenue.  .

BREAKOUT
Building a Path to Creating your Center of Excellence

Speaker

Sarah McKittrick
Franchise Support Center

Meeting Rooms 8 - 10
Marriott Water Street

Description

Whether you are still in the envisioning stages of building your Center of Excellence or have completed a COE that feels ho-hum, this breakout session will inspire you to create a Center of Excellence that you can be proud of. We will discuss how to make the most of the space that you have (while working within a budget) to create an effective training space that is fun and interactive for your caregivers and that you can confidently show referral sources. Learn how to take your Center of Excellence from concept to reality in this practical, interactive break out session. We will discuss the benefits of the COE as well as how to work around the challenges. We are here to help you find a path to COE success!

BREAKOUT
Marketing Resources to Support your Face-to-Face Conversations

Speakers

Janet Berg
Lauren Lawder
Evie Gekas 

Location

Florida Salons I - III
Marriott Water Street

Location

Description

It is easy to be enamored with marketing automation and the latest and greatest in terms of technology and advertising, but striking a marketing balance between the digital world and the physical world is more important now than ever before.  “Maximizing your Impact”  is designed to help you access the tools and resources you need to seamlessly integrate your face-to-face marketing with your online efforts to create a cohesive and powerful brand experience. The Marketing team will be sharing these resources to help support your in-person meetings, expand your network, generate leads, and foster meaningful conversations that lead to business growth.

Awards Luncheon
12:45 pm - 2:45 pm

Sponsored By

Stackcare

Location

Ybor Ballroom
JW Marriott

Description

Help us recognize the dedication and hard work of this year's award winners!

Franchisee Networking Reception
3:00 pm - 4:30 pm

Sponsored By

TBD

Location

HB Plant Ballroom Foyer
JW Marriott

Description

Spend some time this afternoon networking with your fellow franchisees over some refreshing lemonade and snacks. Discuss some of what you learned this year, share best practices and catch up with some old friends and colleagues

Grad School Networking Event
3:00 pm - 4:30 pm

Location

HB Plant Ballroom Foyer
JW Marriott

Description

Join us for a meet and mingle event with past and present Senior Helpers Grad School participants!

Dunk Tank Charity Event
4:00 pm - 5:00 pm

Location

Six Floor Terrace
JW Marriott

Description

Come dunk the leadership team for Rock Steady Boxing!

Hot Havana Nights
6:00 pm - 10:00 pm

Sponsored By

WellSky & Ironmark

Location

American Social

Description

Let’s wrap up conference with a lively celebration – Havana Style! Walk across the street to American Social for a Cuban-themed party to celebrate the end of another great conference! Dinner, open bar, cigar rolling and a live band will all be available for you to enjoy

REGISTER NOW