Senior Helpers Conference 2024
  • Home
  • Details
  • Venue
  • Conference Agenda
  • Pricing
  • Pre-Conference Workshop
  • Keynote Speaker
  • Our Sponsors
  • Explore San Antonio

Conference Agenda

See below for more information regarding The Unstoppable Conference Schedule.

Thursday, September 5th

Teepa Snow: Back To Basics
9:00 am - 3:00 pm

Location

Salons CD

Description

Please note this event is by registration only. To learn more, please click here.

Registration Open
10:00 am - 9:00 pm

Location

Third Floor Conference Level

Description

Come check in for conference upon arriving to the hotel!

Franchise Advisory Council Meeting - Closed Session
2:00 pm - 3:15 pm

Location

Salons KL

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
3:30pm - 4:45pm

Location

Salons KL

Description

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

Welcome Western Reception with Sponsors
5:00 pm - 9:00 pm

Location

Salons GHI

Description

Join us for dinner and networking with fellow franchise owners, staff, and vendors. Don't miss The Old Time Saloon Photo Opportunity sponsored by WellSky!

Friday, September 6th

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

Location

Third Floor Registration Desk

Description

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

Breakfast with Sponsors
8:00 am - 9:00 am

Sponsored By

Activated Insights

Location

Salons GHI

Description

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

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

Location

Salons EF

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

Sponsored By

Datasource Background Screening

Location

Salons GHI

Description

Recharge during this break sponsored by Datasource Background Screening!

General Session: Mari's Fireside Chat
11:00 am - 12:00 pm

Location

Salons EF

Description

Four top performing Senior Helpers Producers will share how they use social media to build their business, work with the VA for more hours and clients, manage their multi-unit businesses and use programs like LIFE Profile, flexHOME and their COE’s to drive business. They will share how to manage the various stages of their business from start up to development of established markets. This session will end with a question and answer session from the audience and promises to be loaded with great information.

Top Performers include Kara Fairhurst, Amy Petersen-Smith, Bob Nations and Scott Gerson.

Lunch with Sponsors
12:15 pm - 2:00 pm.

Location

Salons GHI

Description

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

Breakout Sessions
2:00 pm - 3:00 pm

Please chose one of the sessions below to attend during this time.

BREAKOUT
Unlocking Growth: Innovative Strategies to Energize Your Sales Approach

Panel Discussion with Franchisees

Facilitator

Margueritte Mertz
Senior Sales Advisor

Location

Salons AB

Description

Panelists:

  • Rosemary Gerstner - Executive Director, Des Plains, IL Corporate Store
  • Supriya Kulkarni - Franchise Owner, Waxhaw-Monroe, NC
  • Chris Tomko - Franchise Owner, Hillsborough County, FL
  • Roni Bucey - VP of Sales & Marketing Operations Corpus Christi, & San Antonio, TX

Breathe new life into your sales and marketing approach with the same passion you had when starting as a brand-new franchisee! Revisit those early days when you were eager to hit the streets and learn about the sales process. Whether you are a newbie or have been in business for years, we invite you to join our accomplished panel of sales professionals and learn about updated tools and techniques and how to utilize them

 

BREAKOUT
Let's Talk About the Top 10 Issues Impacting Home Health Care Today - And Possible Solutions

Speakers

Jay Harris
Shareholder, Honkamp, P.C

Reggie Rowe
Shareholder, Honkamp, P.C

Location

Salon J

Description

We will explore owner compensation, accounting practices, tax credits, tax planning, retirement planning and more. Discover strategies and opportunities to enhance your financial outcomes and ensure the long-term success of your business. 
 

BREAKOUT
Latest Legal Developments Impacting The Home Care Industry

Speaker

Angelo Spinola
Executive Director, Polsinelli

Location

Salons KL

Description

Please join attorney Angelo Spinola for a summary of the most significant legal trends and updates impacting your agency, Angelo will 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 the Department of Labor.
 

BREAKOUT
CHAP - Why Certification?

Speaker

Teresa Harbour
RN, MBA, MHA, Chief Operating Officer Community Health Accreditation Partner

Location

Salons CD

Description

Teresa Harbour will discusses the Age Friendly Care Certification, why it is a differentiator for Senior Helpers and what it will do for your business. 
 

BREAKOUT
Attracting Referral Sources with New LIFE Profile Data and WellSky Integration Updates

Speaker

David Chandler
VP of Clinical Services and Business
Development

Eric Spillman
St. Director of Business Applications and Technology

Location

Salon M

Description

Join us for an engaging session where you'll learn about the latest LIFE Profile data we're gathering and why it’s capturing the interest of referral sources. Discover the new insights and updates that make LIFE Profile data a powerful tool for marketing. We’ll also provide an updated PowerPoint presentation designed to help you effectively share this data with referral sources and updates on progress with the integration of WellSky & LIFE Profile.

Break
3:00 pm - 3:30 pm

Sponsored By

FranConnect

Location

Ballroom Foyer

Description

Recharge during this break sponsored by FranConnect.

Breakout Sessions
3:30 pm - 4:30 pm

Please chose one of the sessions below to attend during this time.

BREAKOUT
Unlocking Revenue Steams - Third-Party Payer for Home Care

Speaker

Debbie Galvin
Director of National Programs Benefits

Location

Salons AB

Description

Join us for an insightful discussion where we delve into the world of third-party payers. Learn how to effectively discover opportunities to maximize revenue. This session is designed to equip you with the knowledge and opportunities to thrive in a competitive market.
 

BREAKOUT
flexHOME, how do you get started?

Speaker

Mari Baxter
Chief Operating Officer

Christina Chartrand
Sr. VP of Training and Staff Development

Location

Salons CD

Description

flexHOME is different than traditional care. During this session learn how to approach, prepare & develop your pitch as well as engage with members of the community or neighborhood. Learn from Senior Helpers franchisees who have developed a successful flexHome service offering in their territory.

BREAKOUT
Latest Legal Developments Impacting The Home Care Industry

Speaker

David Chandler
VP of Clinical Services and Business
Development

Eric Spillman
St. Director of Business Applications and Technology

Location

Salon M

Description

Join us for an engaging session where you'll learn about the latest LIFE Profile data we're gathering and why it’s capturing the interest of referral sources. Discover the new insights and updates that make LIFE Profile data a powerful tool for marketing. We’ll also provide an updated PowerPoint presentation designed to help you effectively share this data with referral sources. Updates on progress with the integration of WellSky & LIFE Profile.

BREAKOUT
Attracting Referral Sources with New LIFE Profile Data and WellSky Integration Updates

Speaker

Angelo Spinola
Executive Director, Polsinelli

Location

Salons KL

Description

Please join attorney Angelo Spinola for a summary of the most significant legal trends and updates impacting your agency, Angelo will 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 the Department of Labor.

Franchisee Appreciation Cocktail Party
6:00 pm - 7:30 pm

Sponsored By

Infiniti HR

Location

The Alamo

Description

Get ready to experience history while networking with other SH Franchise Owners and Franchise Staff! This evening you will never forget is sponsored by Infiniti HR.

Night On Own

Enjoy this evening on your own to eat a local restaurant or explore San Antonio! If you plan on eating on the River Walk, dinner reservations are HIGHLY recommended. Please visit the Conference App to book a reservation.

Saturday, September 7th

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

Location

Registration Desk

Description

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

Breakfast
8:00 am - 9:00 am

Location

Salons GHI

Description

Fuel up with coffee and hot breakfast before listening to our Keynote Speaker, Diana Nyad!

General Session: Keynote Speaker Diana Nyad
9:00 am - 10:00 am

Location

Salons EF

Description

25 million people worldwide rooted for Diana Nyad as she reached the Florida shore, at long last achieving her 35-year-old quest of becoming the first person to swim from Cuba to Florida. A prominent sports journalist, filing over thirty years for National Public Radio, The New York Times and others, Diana has earned her place as one of our compelling storytellers.

Her memoir, Find a Way, has earned worldwide praise. Her groundbreaking Op Ed piece on her childhood sexual abuse for The New York Times drew a passionate response from around the world. 

Also a uniquely entertaining and inspiring public speaker, Diana has now fulfilled another lifelong dream, bringing her performance of her play “The Swimmer” to the storied off-Broadway Minetta Lane Theater. The show played to sold-out crowds September, 2019.

Diana has been inducted into the International Women’s Sports Hall of Fame, the International Marathon Swimming Hall of Fame, among other Halls of Fame and awards of distinction. President Obama invited Diana to congratulate her in the Oval Office and then asked her to accompany him on his peace visit to Havana in 2014. Oprah Winfrey chose Diana’s interview for her Super Soul Sunday broadcast to be the first to extend to two hours.

Diana has written four books and speaks three foreign languages fluently. “NYAD”, a feature film based on Diana’s life, was released in Fall 2023 starring Annette Bening, Jodie Foster, and directed by Academy Award winners Jimmy Chin and Elizabeth Chai Vasarhelyi (Free Solo).

Breakout Sessions
10:15 am - 11:00am

Please chose one of the sessions below to attend during this time. 

BREAKOUT
Care Transitions: Return Home with Senior Helpers, The New "Staying Home Safe"

Speakers

Kristi West
Franchise Operations Director

David Chandler
VP of Clinical Services and Business Development

Location

Salons KL

Description

Join us to learn about our newly revamped Return Home with Senior Helpers offering, formerly Staying Home Safe, designed to drastically reduce hospital readmission risks post-discharge. Learn how our LIFE Profile tools, and Return Home Workbook offer faster, more precise risk identification and personalized care strategies. Ensure smoother transitions from hospital or skilled nursing to home, foster stronger relationships with discharge planners and clinicians, boost your revenue, and enhance your reputation for quality care. Don't miss this opportunity to explore a program easy to follow and more effective than ever!

BREAKOUT
Revitalize Your Local Social Media & Blueprint Efforts with Canva

Speakers

Janet Berg
Vice President of Marketing

Lauren Lawder
Sr. Marketing Manager

Evie Gekas
Sr. Marketing Manager

Location

Salon M

Description

In the ever-changing landscape of social media, it's crucial to stay ahead of the curve and continuously revamp your strategies. Discover how you can leverage Canva to up your local social media marketing game and enhance your blueprint efforts with the Senior Helpers marketing team! In this session, you will learn key Canva features, how to easily create short form videos, customize social graphics, flyers, presentations, and more—all while maintaining brand consistency. Bring your laptop if you'd like and leave this session with some great, actionable tools to elevate your social media strategy, connect with your community, and achieve your marketing goals.

BREAKOUT
Open the Door to Opportunity with Your Center of Excellence

Speaker

Sarah McKittrick
Training Manager

Location

Salons AB

Description

From newly available trainings adapted specifically for the Center of Excellence to community and referral partner outreach, discover the possibilities of your COE! You will learn how to improve ongoing training opportunities and hear what other franchises are doing to improve the training and marketing potential of their COE. Find out what it takes to be a Blue Ribbon designated Center of Excellence, a newly created recognition program! This award is reserved for offices that are maximizing the impact of their COE by creating a true center of senior care expertise, benefiting the caregivers, clients, and the community.

BREAKOUT
Best Practices in Navigating Long Term Care Insurance

Speaker

Bill Comfort
CSA, CLTC, LTCCP, Comfort Long Term Care

Location

Salons CD

Description

LTC insurance specialist Bill Comfort will examine the LTCi claims process from the perspective of the home care agency. This session will provide a framework for best practices when establishing services for clients with LTCi and will examine common claim roadblocks and how to help clients overcome those to get more claims approved more quickly

BREAKOUT
Mastering VA: Empowering Veterans' Care

Speakers

Greg Bean
VP of Business Development, Paradigm Senior Services

Location

Salons CD

Description

Join us for a comprehensive presentation designed to equip you with the knowledge and strategies to effectively support veterans. This session covers understanding and securing VA benefits, crafting compelling messaging, and developing a robust marketing action plan. Learn to streamline operations, developing a robust marketing action plan. Learn to streamline operations, optimize revenue streams with our Payer Mix Tool, and make a significant impact on the veteran community.

Morning Break
11:00 am - 11:30 am

Location

Ballroom Foyer

Description

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

Breakout Sessions
11:30 am - 12:15 pm

Please chose one of the sessions below to attend during this time.

BREAKOUT
Into the Future: Migrating to WellSky

(Session for Matrix Care users only)

Speakers

Heather Walker
Client Success Executive, WellSky

Mike Chumley
Chief Information Officer

Location

Salon M

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
Essentials of Increasing the Value of Your Business through Pre-Market Planning & Acquisitions

Speaker

Mike Powers
Director of Resales & Acquisitions

Patrick Sherman
Managing Partner, Blue Stone Business Group

Location

Salons KL

Description

This multifaceted interactive session will provide many practical insights such as:

• How to organize your financials to be lender friendly

• We will also look at current trends in sales, earnings and evaluation methods frequently used in selling or buying

• Introduce essential components & ways of increasing your market share and value through acquisitions. This segment will also include a case study and various useful resources which will be shared with all attendees.

• In short…position your company to achieve maximum value!

BREAKOUT
Best Practices in Navigating Long Term Care Insurance

Speaker

Bill Comfort
CSA, CLTC, LTCCP, Comfort Long Term Care

Location

Salons CD

Description

LTC insurance specialist Bill Comfort will examine the LTCi claims process from the perspective of the home care agency. This session will provide a framework for best practices when establishing services for clients with LTCi and will examine common claim roadblocks and how to help clients overcome those to get more claims approved more quickly.

BREAKOUT
Lead-Assessment-Client: You Earn 0% of the Business You Don't Ask For

Speakers

Jason Stocknoff
Director of Digital Marketing & Reporting

Sean Simpson
Franchise Operations Manager

Location

Salons AB

Description

Phones are powerful tools, when it comes to sales and development in any company or organization. But why do so many people answer their business phone like they just don’t care? Have you ever quantified the business you lose by not asking for the assessment? This isn’t a sales-call seminar as much as it is a plea for a wake-up call to look in the mirror and put your listening ears on. Learn how a call tracking and conversational analytics platform like Invoca, can help gauge your call performance, determine if you are asking for and booking assessments and see a significant increase in new business revenue.

BREAKOUT
Mastering VA: Empowering Veterans' Care

Speakers

Greg Bean
VP of Business Development, Paradigm Senior Services

Location

Salons CD

Description

Join us for a comprehensive presentation designed to equip you with the knowledge and strategies to effectively support veterans. This session covers understanding and securing VA benefits, crafting compelling messaging, and developing a robust marketing action plan. Learn to streamline operations, developing a robust marketing action plan. Learn to streamline operations, optimize revenue streams with our Payer Mix Tool, and make a significant impact on the veteran community.

Lunch
12:15 pm - 1:30pm

Location

Salons GHI

Description

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

New Franchisee Lunch
12:15 pm - 1:30pm

Sponsored By

The Solutions Group

Location

Pearl 3

Description

This event is by Invite Only.

Speed Connect
2:00 pm - 3:35 pm

Location

Breakout Rooms

Description

Don't miss opportunities to meet with specialists on a variety of different topics to help you grow your business. Please note, you must reserve your spot at a Discussion Table on the app. The location of your reserved topic will be provided for you on the app.

Awards Cocktail Party
6:00 pm - 7:00pm

Location

Salons ABCD

Description

Enjoy a drink prior to the start of The Unstoppable Awards Dinner.

Unstoppable Awards Dinner
7:00 pm - 10:00 pm

Location

Salons EF

Description

Help us recognize the dedication and hard work of this year's award winners!
Be sure to dress in your best purple and blue!

REGISTER NOW