What's new: The business case for wellness programs in senior living.


ICAA Conference, Leadership Summit and Expo 2019
October 10-12, 2019
Gaylord Palms Resort and Convention Center
Orlando, Florida



Cognitive & emotional health: programs, activities, methods to support these dimensions
Employee wellness: integrating employees, launching initiative, motivation and tracking results
Leadership & management: partnerships, management, leadership of staff/wellness culture
Physical activity: exercise, recreational activity, balance, how to plan and deliver activities
Programming: multidimensional calendars, single programs, development, content
Research: findings with practical application for wellness dimensions or business process
Technology: hardware and software, social media, multimedia, current technology trends
Trends & innovations: innovations in the field, technologies, “big picture” topics
Wellness for health: therapists/wellness staff coordination, program benefits

7:00 a.m.– 8:15 a.m.

8 wellness dimensions/365: Supporting active aging year-roundSandy Mouras, Sheri Sampson & Meghan Rodriguez

Break out of the 4 Bs (Birthdays, Bridge, Bingo and Bible Study) and engage in every dimension of wellness with the people you serve. Discover how to plan a multidimensional Active Aging Week that educates and builds excitement around the dimensions of wellness. Take home concrete steps to incorporate a variety of wellness dimension-based programming year-round.

You’ll be able to:

  • Educate and excite the people you serve about the importance of engaging with the different dimensions of wellness.
  • Plan an Active Aging Week that supports all dimensions of wellness.
  • Incorporate a diversity of wellness dimension-based programming year-round.

Faculty: Sandy Mouras, BA, Director of Resident Life, Sheri Sampson, BS, Fitness Program Manager, and Meghan Rodriguez, BA, CTRS/LRT, Activities Program Manager, The Forest at Duke.
P | CEUs

Nutrition boosters and busters for longevityTricia Silverman

Learn which dietary practices lead to a long life of vitality and optimum health across the world, and which practices work against long-term health. For example, discover how the Okinawan practice of Hara Hachi Bu can help overweight active agers lose weight. And see how plant-based eating helps the Seventh Day Adventists in Loma Linda, California, add years to their lives.

You’ll be able to:

  • List at least 4 nutrition practices that have contributed to longevity from cultures outside the United States.
  • Recall at least 4 types of food that contribute to chronic disease or earlier mortality.
  • Select more nutritious food when you shop.

Faculty: Tricia Silverman, RD, MBA, Owner, Tricia Silverman Wellness.

Cross-train your brainTerry Eckmann

Explore the effects of cross-training on the brain. Review the anatomy and physiology of the brain. Explore current research and learn how aerobic exercise, dance, resistance training, tai chi, yoga and meditation affect the brain. Participate in and take home a movement session that incorporates a sequence of all activities.

You’ll be able to:

  • Identify key physiological principles of training.
  • Explore research on effects of aerobic exercise, dance, resistance training, tai chi, yoga and meditation on the brain.
  • Participate in and take home a movement session that incorporates all of the activities.

Faculty: Terry Eckmann, PhD, Professor and Department Chair, Teacher Education and Kinesiology, Minot State University.

Move to Improve–Power over Parkinson’sCammy Dennis & Jessica Pinkowski

Move to Improve is a multidimensional, seated and standing exercise program dedicated to helping manage symptoms of Parkinson’s disease (PD). Research proves regular physical activity provides health benefits, builds confidence and helps in gaining control over challenges associated with PD. Exercises in this class support strength, balance, multitasking, and producing vocal volume.

You’ll be able to:

  • Incorporate seated and standing exercises that help to manage the symptoms of PD, specifically strength, balance, cognition and multitasking.
  • Incorporate voice-training exercises to increase and maintain vocal volume.
  • Combine a variety of popular PD exercises from contemporary programs including dance, boxing and functional motor skills.

Faculty: Cammy Dennis, BBA, CPT, Fitness Director, and Jessica Pinkowski, CPT, NPI-CPS, Group Fitness Supervisor, On Top of the World Communities, Inc.

Training: Minimum doses vs. minimum effective doses–for what?Pat VanGalen

Active agers are “crushing” previously held attitudes, mindsets and perceptions towards “living” life’s journey. Voluntary year-round, lifelong training and leisure-time pursuits will be the chosen path towards preserving movement literacy, health and well-being. Review scaleable skills, abilities and movements that we must learn, earn and own, plus keep and “tweak” as long as possible.

You’ll be able to:

  • Discuss the cornerstone tripod of movement fundamentals, functional foundation and work capacity as it relates to preservation of freedom of movement within the environment of choice.
  • Look beyond “exercise” and training as the only means to learn, earn, own, keep and tweak the tripod.
  • Create a culture of excellence by expanding your repertoire for programming, facility design and overall vision of “movement” as it permeates the pillars and the dimensions of well-being in a systematic approach.

Faculty: Pat VanGalen, MS, Owner, Active & Agile...Maximizing Mobility Through the Ages™.

Reframing aging in the workplaceKerry Hughes Thomas

As the US population continues to age, workforce aging issues will become more pressing for business. Public policy encourages retention of older workers to ease pressure on social welfare systems and tight labor markets. These trends will create business opportunities and challenges. An all-inclusive business culture which reflects age awareness and incorporates multifaceted and integrated recruitment/retention strategies for employees will be a priority.

You’ll be able to:

  • Recall the current and projected labor/demographic statistics for older workers and its implications for the US workforce and business impacts.
  • Discuss various best-practice strategies and techniques that US companies are using to attract/retain older workers and positively impact their business.
  • Identify some wellness benefits and positive rationale for older workers remaining in the workforce longer than in the past.

Faculty: Kerry Hughes Thomas, BA, MA, Workforce Aging Strategist.
TI | CEUs | Summit

Management best practice from Fortune 500 companiesStephanie Johnston

Learn 5 easy-to-use and highly effective tools drawn from best practices of Fortune 500 companies. These tools will help you align and focus your operations, attract and retain team members around your mission, and put your efforts on items that will generate the greatest impact for your work. Learn to lead your team through an exercise to prioritize focus and resources.

You’ll be able to:

  • Turn mission, vision and values from words on the wall into a true operating system for your organization.
  • Prioritize focus and resources on initiatives with the greatest impact potential.
  • Develop a personal development plan for yourself and every member of your team.

Faculty: Stephanie Johnston, MBA, President and CEO, Transcend Strategy Group.
LM | CEUs | Summit

8:30 a.m.–10:30 a.m.


Visit the ICAA Expo, a trade show for the active-aging industry. Check out the new and innovative product/service offerings to discover which solutions will meet your specific needs. Discover new possibilities to help you shape the future of wellness. And take a photo with your conference colleagues.

10:45 a.m.–12:00 p.m.

Using emotional intelligence to deal with difficult peopleLinda Sasser

People who are difficult make workplace interactions challenging, create stress and arouse negative emotions. Stress affects neurons in the hippocampus, a brain area responsible for reasoning and memory. Learning and practicing emotionally intelligent responses to difficult people trains your brain to handle stress more effectively, which can positively impact work performance.

You’ll be able to:

  • Define emotional intelligence and explain its components.
  • Identify types of difficult people.
  • Apply emotionally intelligent behavioral strategies for dealing with difficult people.

Faculty: Linda Sasser, PhD, Owner, Brain and Memory Health.

Improv master class: EPIC basics and refresherRoxy Kline

EPIC=“Engage. Play. Inspire. Challenge.” When you think of improvisation, you may think of stand-up comedians. Although a side effect of improv is laughter, being funny is not a required skill. Participating in this master class will prepare you, or refresh your skills, to lead improv-based classes. Also, learn how EPIC techniques can improve staff team dynamics.

You’ll be able to:

  • Explore ways to engage your customers in playful, sometimes challenging and always inspiring, activities that build community.
  • Utilize the basic techniques and rules of improv to improve staff team dynamics in the workplace.
  • Experience and explore brainstorming “improv-style” for better results and a positive experience for all participants in the brainstorming session.

Faculty: Roxy Kline, ACE, Director of Healthy Living and Active Aging Expert, YMCA of the Greater Twin Cities.

The Mediterranean Diet: A successful application in a senior residenceSara Baer-Sinnott & Kim Smith

Discover principles of the Mediterranean Diet in a presentation that will include both scientific and practical information, and specifically focus on the health benefits for an older population. Also, delve into how a group of senior living residences has successfully implemented a Mediterranean Diet brain-healthy meal plan and education program for residents and families.

You’ll be able to:

  • Explain the fundamentals of the Mediterranean Diet.
  • Describe the health, emotional and social benefits of the Mediterranean Diet as it relates to an older population.
  • Apply the information you learn to build a Mediterranean Diet-based meal plan tailored to your community.

Faculty: Sara Baer-Sinnott, BA, MA, President, Oldways; and Kim Smith, AS, Director of Culinary and Dining Services, Senior Living Residences.

A prescription for wellness: Combining good health and natureJack Carman, Shannon Grieb & Christopher Kendzierski

Outdoor areas within a community should be developed for resident involvement and well-being, and can be developed at less cost than interior spaces. This is the case of Stratton Courtyard Garden at Meadowood Senior Living. Explore wellness benefits derived from older adults engaging in outdoor exercise programs and activities. Hear ways to utilize the outdoor spaces to full potential.

You’ll be able to:

  • Explain how a collaborative approach can be utilized to create a multifaceted outdoor activity setting.
  • Recall how to design stimulating outdoor environments that encompass all aspects of wellness, physical, emotional, spiritual and social.
  • Summarize how the process at Meadowood evolved from strategic planning to program implementation—lessons learned, key takeaways and challenges.

Faculty: Jack Carman, FASLA, RLA, President, Design for Generations; Shannon Grieb, BS, Vice President, Marketing, Meadowood Senior Living; and Christopher Kendzierski, LLA, Manager, Eric’s Nursery.

Aging musically for health and well-beingLulu Leathley

Bring music to your clients’ lives. Learn specific skills to build camaraderie, relieve stress and energize staff using innovative, science-based techniques. The music activities promote active participation through drumming, body movement, auditory stimulation, playing instruments, singing, and guiding the group toward a therapeutic purpose. No prior musical experience necessary.

You’ll be able to:

  • Lead an interactive participatory musical session using rhythmic activities, songs and movement.
  • Use ideas presented to uplift and/or calm clients that are experiencing anxiety, depression, frustration or disorientation.
  • Use these activities to motivate your team, care for caregivers and care for yourself.

Faculty: Lulu Leathley, BA, Founder, LuluJam.

Strut your stuff with sounds and silencePeggy Buchanan, Terry Eckmann, Pat VanGalen & David Dworkin

Reshape your walking wellness program while experiencing life at full volume with the latest sound technology! Join four veteran presenters as they combine their “high touch” teaching skills with a “high tech” delivery style. Learn simple dance steps while you walk and be mindful while you move. Turn up the volume, tune out the noise and put fun in functional movement.

You’ll be able to:

  • Integrate cognitive stimulation by adding simple dance steps to enhance interest and coordination while walking.
  • Experience mindful movement by integrating a walking meditation.
  • Improve basic balance techniques to decrease fall risk and polish activities of daily living.

Faculty: Peggy Buchanan, MA, Wellness Program Innovator and Founder, ProActive Aging: Innovative WELLth Management; Terry Eckmann, PhD, Professor and Department Chair, Teacher Education and Kinesiology, Minot State University; Pat VanGalen, MS, Owner, Active & Agile...Maximizing Mobility Through the Ages™; and David Dworkin, MA, MEd, President and Creator, Conductorcise, LLC.

Mend my back–Lifestyle foundationsLaura Warf

Back pain is often a symptom ranging from tight muscles, poor posture or stress to more serious disorders. Address daily lifestyle habits beyond time spent in a fitness facility or group classes to examine how clients move consistently. Discover lifestyle tips to help clients cultivate a healthier back, plus tips on how to teach daily repetitive movements for people with back pain.

You’ll be able to:

  • Share daily lifestyle tips with clients for postural improvement in a variety of habitual positions.
  • Integrate fundamental movement patterns into your sessions to assist in injury prevention and optimize quality of life.
  • Practice accessible exercises that can be easily integrated into any environment for stress reduction and pain management (breathing).

Faculty: Laura Warf, BEd, CA-RYT-500, Founder and President, Laura Warf School of Happiness.

How falls occur, what they cost, and what solutions have been validated to reduce risk on a cost-efficient basisGeorge Netscher & Jim Ketterson

Falls are the leading cause of injury and liability insurance claims in senior living. Church Mutual researched how falls occur, how much they really cost, and what solutions have been proven to reduce risk. SafelyYou conducted a study with 11 assisted-living communities to understand how falls occur and how they can be prevented in memory care. Hear about statistics, analyses and technology-enabled and other solutions. Leave with a white paper.

You’ll be able to:

  • Demonstrate to peers statistics about falls in senior settings, including how prevalent falls are, where they most happen and how they most frequently happen.
  • Demonstrate to peers the costs associated with falls to the community and to the resident/resident family.
  • Demonstrate to peers the current best practices from operational, staffing and technology perspectives for reducing the risk/incident rate of falls.

Faculty: George Netscher, PhD Candidate, Founder and CEO, SafelyYou; and Jim Ketterson, BA, MBA, Director, Senior Living, Church Mutual Insurance Company.
TI | CEUs | Summit

How effective are your sales meetings?Karen Woodard

Sales meetings vary in frequency, purpose, value and consistency in many industries. If there is wide variance in these factors, there could also be wide variance in the effectiveness of meetings. The bottom line is that sales meetings are designed to increase sales. Leave this session with immediately implementable tools to make your sales meetings more effective in increasing your sales.

You’ll be able to:

  • Implement the value platform for every successful sales meeting.
  • Conduct activities to engage and create buy-in with sales staff at all levels.
  • Create consistency, not complacency, in group sales meetings using a weekly format, plus use a foolproof formula to create progress in individual sales meetings.

Faculty: Karen Woodard, President, Premium Performance Training.
LM | CEUs | Summit

1:15 p.m.–2:20 p.m.


Aging well: The great disruptor
Colin Milner

Inspired by the possibilities of living well at any age, efforts to redefine “old” are creating a new normal for an aging population. This evolutionary process embraces the potential of aging, supporting the need for new knowledge so aging adults can make more informed decisions and promoting socially connected lifestyles so individuals can engage fully in this new life stage of active adulthood. The immense opportunity is driving new innovations that will transform lives, industries and, yes, your organization. Innovations such as using longevity algorithms; conveying how to earn health span, delivering person-centered experiences; being relevant to solo aging; creating transcendent-designed programs, communities and facilities; preparing for bionics—humans enhanced by Artificial Intelligence who want to die well when the time comes. These are just some of the topics to be covered during this perception-challenging, thought-provoking session.

You’ll be able to:

  • Describe how a new normal in aging is impacting wellness.
  • Discuss how new wellness trends are set to change the face of aging well.
  • Prepare your organization to respond to this great disruptor.

Faculty: Colin Milner, Founder and CEO, International Council on Active Aging.

2:30 p.m.–3:45 p.m.

PANEL ICAA’s Leadership in Wellness Management course: Graduates share successes and storiesMellany Hanson, Adam Decker, Carolyn Leevy, Luanne Whitmarsh & John Paulsen. Moderated by Kathie Garbe

ICAA’s Leadership in Wellness Management course provides training in leadership, management and skills in developing a successful business case. A panel of graduates will share their successful business cases and insights into the course. Each will discuss project development from conception to presentation, to administration, to challenges and successes of implementation.

You’ll be able to:

  • Recount the details and course outcomes for ICAA’s Leadership in Wellness Management course.
  • Describe new projects that have grown into successful business cases.
  • Recall descriptions by course graduates of their experiences/insights and how the course impacted them.

Faculty: Mellany Hanson, MS, Lifestyle Director, Vi at La Jolla Village; Adam Decker, MS, Senior Director of Health and Fitness, ACTS Retirement; Carolyn Leevy, BS, ACSM EP-C, Fitness Director, Foulkeways at Gwynedd; Luanne Whitmarsh, RSW, CPCA, Consultant on Aging; John Paulsen, PE, Director of Operations, United Senior Services; and Kathie Garbe, PhD, MCHES, Chief of Research & Education, International Council on Active Aging® (moderator).

Beyond Facebook, Fitbit and Lumosity: Great apps for older adultsJolene Moore, Dave Myatt & Beth Swensen

Older adults are more digitally connected than ever. Some groups report owning and using various technologies at rates similar to adults under age 65. Learn about apps that are relevant and interesting to older adults, as well as best practices for rolling out an app. Gain advice/strategies for how to work with residents/older adults to ensure they can successfully navigate technology.

You’ll be able to:

  • Choose apps that are best for your resident/senior group or best for individual older adults to use on their own.
  • Refer to strategies on how to roll out apps community-wide or individually (project manage).
  • Demonstrate how to work effectively with residents/seniors groups to roll out apps successfully.

Faculty: Jolene Moore, BS, MEd, Corporate Director of Lifestyle, Vi; Dave Myatt, MBA, Vice President, Business Development, SuperBetter At Work; and Beth Swensen, BS, JD, Project Manager, Touchtown, Inc.

Methods that motivate: Keys to empowering clients to explore and pursue their own pathways to wellnessAnnie Shaffer

Explore how to plan/implement programs that motivate clients to exercise, try new experiences and live well. Learn about motivational challenges and other award-winning programs that have inspired clients to pursue wellness. See survey tools, tracking instruments and other components used in award-winning programs. Get guidelines on how to involve clients in planning/implementation.

You’ll be able to:

  • Design and utilize various tracking tools that motivate participation.
  • Identify key elements of creating an effective, successful motivational challenge.
  • Create pre- and post-survey tools that measure the success of programs.

Faculty: Annie Shaffer, BS, RN, Wellness Director, Sunnyside Retirement Community.

How music and technology are elevating cognitive care Andrew Tubman

Go on a musical journey that will reveal the science and business behind active music-making and how it can help you meet the needs of residents, including those with dementia, Parkinson’s disease and low vision. Learn how music and technology can elevate purposeful programming while providing better outcomes for residents and benefits for your organization.

You’ll be able to:

  • Discuss the science behind how music impacts neurological, physical and emotional health.
  • Articulate at least 3 best practices when implementing top-tier musical care to colleagues.
  • Explain options available in senior care for implementing and scaling musical care.

Faculty: Andrew Tubman, MT-BC, Chief Clinical Officer and Cofounder, Musical Health Technologies.
T | CEUs

Improving function! A safe, effective and simple approachPaul Holbrook

There is much to accomplish when improving physical performance. Discover a simple yet comprehensive approach that is safe and effective. Just as the technological workings of a smartphone might be complex but the device is relatively simple to use, the same can be true for programming physical function. Learn 5 powerful body “resets” that make us move better.

You’ll be able to:

  • Perform at least one “reset” with clients or residents to improve movement.
  • Teach clients or residents how to skip safely for increased power and speed.
  • Establish a safe, simple and effective program that maximizes physical function in the older adult.

Faculty: Paul Holbrook, MA, CSCS, TPI, FMS, President, Age Performance.

It begins with the feet: Functional training to improve postural alignment and dynamic stabilityDebra Rose

Stability, strength and flexibility at the ankle joints is important for safe execution of many functional tasks and added efficiency in maintaining postural stability. Reduced ankle range of motion is linked also with falls incidence. This session will describe a new functional training program, specifically designed to improve ankle dorsi- and plantar-flexion range and strength in older adults.

You’ll be able to:

  • Discuss the importance of maintaining strength and flexibility in the ankle joints to the performance of functional tasks and avoiding falls.
  • Describe and conduct each of the functional assessments of the Stand Tall program.
  • Perform each of the 7 core movement components of the Stand Tall program and how to progress/modify each component.

Faculty: Debra Rose, PhD, Professor, Kinesiology Department, and Director, Institute of Gerontology and Center for Successful Aging, California State University–Fullerton; and Codirector, Fall Prevention Center of Excellence.

3:55 p.m.–5:10 p.m.

Empowering clients through interdisciplinary collaboration: Shaping 21st-century program designAyles Herrington & Laura Kelly

Envision a world where evidence-based practice grows from buzzword to thriving industry standard for older-adult wellness programs. Sterling Estates Senior Living Communities merged exercise physiology and recreation therapy, creating an evidence-based model that epitomizes holistic, person-centered programming. Learn how to improve program participation, client engagement and functional outcomes.

You’ll be able to:

  • Explain the importance and application of evidence-based practice at your setting.
  • Create goals utilizing client empowerment and the seven dimensions of wellness.
  • Adapt wellness programs to meet the needs and interests of all functional levels.

Faculty: Ayles Herrington, MS, Wellness Director, Sterling Estates of West Cobb; and Laura Kelly, Wellness Director, MS, CTRS, Sterling Estates Senior Living Communities.

Understanding anxiety and depression–Mindfulness techniques for fitness and health professionalsDonna Hutchinson

By 2020, the World Health Organization predicts depression to be a leading cause of mental health issues. Join Donna Hutchinson, who is pursuing her master’s degree in counselling psychology, to learn about psychological mechanisms of depression and anxiety. Review evidenced-based research on depression and the effect of mindfulness techniques at alleviating symptoms.

You’ll be able to:

  • Relate the mechanisms surrounding depression and anxiety, including symptomology and a brief overview of diagnostic criteria.
  • Review current research in the area of mindfulness and health benefits.
  • Conduct 3 mindfulness-based interventions designed specifically for fitness and health professionals within their scope of practice.

Faculty: Donna Hutchinson, BA, Owner, Smiling Hearts Yoga and Fitness, Ltd.

Designing and implementing engaging fitness challenges for residents and staffMatthew Barresi & Richard Cormack

Designing fitness challenges that appeal to new exercisers and seasoned participants in life-plan and similar communities can prove to be a challenge. Discover how to design, develop and prepare to launch successful fitness challenges. Explore everything from content of potential challenges to budgeting and marketing programs. Include examples of past successful programs.

You’ll be able to:

  • Design a fitness challenge for your community.
  • Market a fitness challenge to current participants and potential new users.
  • Implement a fitness challenge or program that includes the collection of measurable data.

Faculty: Matthew Barresi, BA, MS, Fitness and Aquatics Supervisor, and Richard Cormack, Fitness and Aquatics Instructor, Westminster-Canterbury of the Blue Ridge.
P | CEUs

Techniques to ensure your wellness program will not FAIL!Kelly Stranburg & Verna Chisman

Learn from the experiences of 2 industry veterans, who share examples of what works, and what doesn’t, to ensure success of new wellness programs. Gain guidelines/materials to help you implement ways to engage team members and residents in programming development, get leadership buy-in for programming ideas, and educate various departments of their roles in programs.

You’ll be able to:

  • Share the value in implementing certain or new wellness programs to leadership personnel, resulting in full support of said programs and complete understanding of why wellness programming is critical.
  • Implement a wellness committee made up of residents and team members with a step-by-step outline to guide you.
  • Adopt a metric-based tool to utilize post wellness-program implementation, which will inform you of the measure of success of a specific wellness program.

Faculty: Kelly Stranburg, MS, CEP, CSCS, CEO, Excellence in Wellness, LLC; and Verna Chisman, BBA, President, Allure and Wellness Management Services.
P | CEUs

This schedule is subject to change.

The ICAA Executive Leadership Summit runs concurrently with the ICAA Conference and Trade Show. Summit registration includes a full-access pass to ICAA’s annual meeting.



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