2026 OHIC National Conference August 3–6, 2026 • Washington, DC

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Washington DC

Agenda

All times are listed in Eastern Daylight Time.

9:00 a.m.–4:45 p.m.

Grand Ballroom Foyer

Registration Open

10:00 a.m.–11:15 a.m.

Junior Ballroom Salon 2

Steering Committee Meeting with State Health Insurance Assistance Program (SHIP) Directors

Session only open to SHIP directors and/or their representative.

11:15 a.m.–12:00 p.m.

BREAK

12:00 p.m.–1:30 p.m.

Grand Ballroom

Welcome and Updates from Administration for Community Living (ACL) Leadership

Mary Lazare, Principal Deputy Administrator, serving as the senior official performing the duties of ACL Administrator/U.S. Department of Health and Human Services (HHS) Assistant Secretary for Aging, ACL 

Kelly Cronin, Deputy Administrator for Innovation and Partnership, ACL

Rebecca Kinney, Director, Office of Healthcare Information and Counseling (OHIC), ACL

ACL leadership will share updates on ACL current priorities and the state of the OHIC programs. Speakers will share details on the current direction of the programs, including ongoing and planned initiatives to provide stronger support and technical assistance for the network to assist with navigating challenges and the ever-changing Medicare landscape.

Presentation

1:30 p.m.–2:00 p.m.

BREAK

2:00 p.m.–2:45 p.m.

Grand Ballroom

Listening to American Indian and Alaska Native Elders: Learning About Challenges, Successes, and Actionable Steps for Benefits Enrollment

Rosalind Newsholme, National Center for Benefits Outreach and Enrollment (NCBOE), National Council on Aging (NCOA)

Chesleigh Keene, Kauffman and Associates Inc.

This plenary begins with the National Council on Aging (NCOA) and Kauffman and Associates, Inc. sharing insights from their 2025 American Indian/Alaska Native (AI/AN) outreach project. Through listening sessions on Tribal lands, AI/AN elders described their experiences accessing key public benefits, highlighting challenges, barriers, and opportunities to strengthen enrollment across programs like Extra Help, MSP, Medicaid, SNAP, and LIHEAP.

Presentation

2:45 p.m.–2:55 p.m.

Grand Ballroom

How Title VI and Area Agencies on Aging (AAAs) Can Share Resources

Sara Vogler, Office for American Indian, Alaskan Natives and Native Hawaiian Programs, ACL

This session will cover how Title VI and AAAs can share resources to better serve—not duplicate—efforts.

2:55 p.m.–3:15 p.m.

Grand Ballroom

Resource Center Updates and Tools

Brandy Bauer, SHIP Technical Assistance Center (SHIPTAC) & SMP Resource Center (SMPRC), Northeast Iowa Area Agency on Aging (NEI3A)

Jennifer Teague, NCBOE, NCOA

SHIP/SMP/MIPPA resources centers will be providing brief overviews of their current priorities and tools, including where attendees can access resources like the AI/AN briefs and other materials designed to support state and local program work.

Presentation

3:15 p.m.–3:45 p.m.

BREAK

3:45 p.m.–4:45 p.m.

Grand Ballroom

Program Leadership Awards

Brandy Bauer, SHIPTAC & SMPRC, NEI3A

Jennifer Teague, NCBOE, NCOA

Katie Glendening, OHIC, ACL

Vonetta Norman, OHIC, ACL

This session honors exceptional leadership and long standing commitment across the OHIC network. Attendees will recognize three program directors through network awards, along with team members celebrating milestone years of service. Together, these acknowledgments highlight innovative program leadership, meaningful contributions, and enduring dedication to supporting Medicare beneficiaries nationwide.

Presentation

4:45 p.m.–5:00 p.m.

BREAK

5:00 p.m.–6:00 p.m.

Grand Ballroom

Directors-Only Meeting

Rebecca Kinney, OHIC, ACL

Melissa Simpson, OHIC, ACL

Maggie Flowers, OHIC, ACL

This closed session provides SHIP, SMP, and MIPPA directors a dedicated space to discuss program priorities, emerging challenges, and strategic opportunities across the network. Leaders will engage in candid conversation, share insights from their states, and collaborate on approaches to strengthen program operations and support grantees. The session is designed to foster peer connection, align on shared goals, and help guide collective direction for the year ahead.

8:00 a.m.–5:00 p.m.

Grand Ballroom Foyer

Registration Open


8:00 a.m.–4:00 p.m.

Grand Ballroom Foyer

Exhibits Open


8:00 a.m.–8:30 a.m.

Grand Ballroom

Optional Social Session: Chair Yoga

Jennifer Trussell, SMPRC

8:30 a.m.–9:00 a.m.


BREAK

9:00 a.m.–10:00 a.m.

Grand Ballroom

Integrating Artificial Intelligence (AI) Across the Network: Field Perspectives and ACL Leadership Reflections

Kelly Cronin, Center for Innovation and Partnership, ACL

Kristin Griffith, Iowa Insurance Division

Jonathan Burlison, Nebraska Department of Insurance

Julia Schreiber, Maryland Department of Aging

This plenary session explores how OHIC programs are navigating the rapidly evolving landscape of artificial intelligence (AI), featuring insights from Nebraska and Iowa, alongside reflections from ACL leadership.

Nebraska will share how its moderate experience with AI is already generating meaningful efficiencies: from leveraging a chatbot to support beneficiary education, developing outreach materials and training tools, to a new initiative that uses AI transcription to streamline open enrollment operations.

Iowa will offer an early journey perspective, highlighting the real-world challenges programs face at the start of AI adoption, including navigating ethical considerations, setting appropriate boundaries, and identifying qualified vendors.

Maryland is developing a SHIP Chatbot, an internal research tool exclusively for SHIP and SMP Counselors that will query a knowledge base of verified, authoritative sources, such as CMS, SSA, Maryland manuals and regulations, SHIP TA Center and SMP Resource Center training materials.

ACL leadership will frame these on-the-ground experiences within the broader vision for responsible and effective AI integration across the network. Together, presenters will illuminate opportunities, pitfalls, and practical next steps for grantees as they consider how AI can strengthen service delivery and program capacity.

Burlison Presentation

Cronin Presentation

Griffith Presentation

Schreiber Presentation

10:00 a.m.–10:30 a.m.


BREAK

10:30 a.m.–12:00 p.m.


“How Might We” Working Sessions: Exploring Grantee Challenges and Solutions

This interactive block brings grantees together to explore real-world challenges and surface practical solutions. Participants will engage in focused discussions designed to highlight common obstacles, exchange strategies, and strengthen peer learning across the network.

Junior Ballroom Salon 1

Red — Strengthening Partnerships/Collaborative Impact

Junior Ballroom Salon 2

Blue — Building and Sustaining a Strong Workforce

Grand Ballroom

Green — Expanding Capacity to Meet Growing Demand

Junior Ballroom Salon 3

Purple — Increasing Reach Through Strategic Outreach and Communication

London

Orange — Using Data to Drive Impact and Tell Our Story

12:00 p.m.–1:30 p.m.


Lunch (On Your Own)

1:30 p.m.–2:30 p.m.


Breakout Sessions

Junior Ballroom Salon 1

Integrated Care 101: Choices for Dual-Eligible Individuals

Daniel Davis, NCBOE, NCOA

Dual eligibles are individuals enrolled in both Medicare (due to age or disability) and Medicaid (due to income). Currently, more than 12 million people fall into this category. Since duals have higher rates of chronic illness, as well as chronic impairment and often need long-term care, integrated care models strive to provide comprehensive coverage and coordinated care to better serve these populations. This session will provide an overview of the goals and complexities of integrated care; identify, describe, and compare basic models and delivery systems of care for individuals dually eligible for Medicare and Medicaid; and consider the advantages and disadvantages of Medicaid managed care in the dual eligibles space.

Presentation

Junior Ballroom Salon 2

Medicaid Administrative Claiming: Opportunities for SHIP, SMP, and MIPPA Participation — No Wrong Door

Kristen Vangeloff, The Lewin Group

Emily Winesett, The Lewin Group

Amanda Distefano, Maryland Department of Aging

This session will walk through practical ways SHIP and MIPPA programs can engage in Medicaid Administrative Claiming. Presenters will explain which SHIP and MIPPA activities may qualify as Medicaid-related work, how programs can document those activities, and what states need to have in place for claiming to occur. Participants will learn straightforward steps to begin—or strengthen—claiming efforts, using real examples to illustrate how programs can align their day-to-day work with allowable Medicaid claiming opportunities.

Presentation

Junior Ballroom Salon 3

The Salty Dog Academy: Charting New Waters in Partnership Strategy

José Pinto, AdviseWell, Inc., Georgia SMP

Mark Becker, AdviseWell, Inc., Georgia SMP

Sharmori Lewis, AdviseWell, Inc., Georgia SMP

Learn how North Georgia’s Salty Dog Academy brings 911, emergency management, law enforcement, animal control, and healthcare partners together to deliver a unified, senior-focused training model. Created by Senior Medicare Patrol (SMP), this 5-week academy blends emergency preparedness with high-impact Medicare fraud prevention, reaching older adults who rarely attend fraud-specific programs. The partnerships formed through this academy strengthened SMP’s year-round collaboration with law enforcement, expanded co-presentations, and established SMP as the community’s trusted expert on Medicare fraud. Attendees will gain practical tools to replicate this collaborative model and empower seniors to stay confident, safe, and aware of fraud.

Presentation

London

DIY: The Good, The Bad, and The Ugly — Website Tools

Kristin Griffith, Iowa Insurance Division SHIP/SMP

Sonia Ashe, Iowa Insurance Division SHIP/SMP

Kristen Gidel, Iowa Insurance Division SHIP/SMP

Iowa SHIIP/SMP wants to share our journey developing and sharing Do-It-Yourself (DIY) resources to expand consumer reach and meet beneficiaries' changing needs. We will talk about projects where we successfully implemented tried and true tools, where we took big swings and where we struck out. Our presentation will share lessons learned so you can be smart in where you best invest time and resources to help savvy Medicare beneficiaries help themselves.

Presentation

Grand Ballroom

Complex Part A and B Enrollment Casework

Melanie Lambert, Center for Medicare Advocacy

This session offers a deep dive into an array of complex Medicare A and B enrollment topics, including exceptional circumstances SEPs, conditional Part A enrollments, IRMAA reconsiderations, premium payment grace period and termination processes, extended Medicare coverage for qualified “working disabled” beneficiaries, and premium Part A reduction for eligible public retirees. The session will review relevant Social Security Administration Program Operations Manual System policies and procedures as well as best practices for assisting beneficiaries with navigating complex enrollment issues.

Presentation

2:30 p.m.–3:00 p.m.


BREAK

3:00 p.m.–4:00 p.m.

Grand Ballroom

Centers for Medicare & Medicaid Services (CMS) Highlights: Recent Changes & What’s Ahead

Jon Booth, Office of Communications (OC), CMS

Erin Pressley, OC, CMS

In this plenary session, leaders from the Centers for Medicare & Medicaid Services (CMS) will share timely updates on key Medicare policies, program changes, and emerging priorities that impact SHIP, SMP, and MIPPA grantees. Presenters will provide insights into CMS’s current focus areas and discuss opportunities for deeper collaboration with federal partners.

4:00 p.m.–5:00 p.m.

Grand Ballroom

HHS Office of Inspector General (OIG) Insights: Trends and Updates

Mike Cohen, OIG

Dan Hoy, OIG

Come hear updates from our partners at the HHS Office of Inspector General (OIG). Presenters will share the latest in Medicare fraud trends, along with OIG priorities and initiatives.



8:00 a.m.–5:15 p.m.

Grand Ballroom Foyer

Registration Open


8:00 a.m.–4:00 p.m.

Grand Ballroom Foyer

Exhibits Open


8:00 a.m.–8:30 a.m.

Grand Ballroom

Optional Morning Activity: Resource Center Connections Game

Brandy Bauer, SHIPTAC & SMPRC, NEI3A

Jennifer Teague, NCBOE, NCOA

8:30 a.m.–9:00 a.m.


BREAK

9:00 a.m.–9:45 a.m.

Grand Ballroom

Understanding Upcoming Dual-Eligible Special Needs Plan (D-SNP) Alignment Changes: What SHIP, MIPPA, and SMP Need to Know

Lida Momeni, Center for Health Care Strategies

Beginning in 2027, new federal requirements will reshape dual-eligible special needs plan (D-SNP) enrollment in many states with significant implications for beneficiaries, counselors, and enrollment partners. Under these changes, many dually-eligible individuals will need to be enrolled in a Medicaid managed care plan offered by the same parent organization as their newly selected D-SNP, increasing alignment between Medicare and Medicaid coverage. Additional changes beginning in 2030 will further promote aligned enrollment for existing members. This session provides an overview of the upcoming policy changes, identifies beneficiaries most likely to be affected, and explores what these changes mean for beneficiary counseling and outreach.

Presentation

9:45 a.m.–10:30 a.m.

Grand Ballroom

Health Insurance Changing Landscape: Emerging Trends and Regulatory Challenges in Medicare, Long-Term Care, and Producer Oversight

David Torian, National Association of Insurance Commissioners (NAIC)

Brian Webb, NAIC

Federal policy changes, evolving state laws, and shifting insurance markets continue to reshape the regulatory landscape for health insurance. This session by the National Association of Insurance Commissioners staff will examine key developments affecting Medigap, long-term care insurance, and agent and broker oversight, with a focus on the implications for state regulators and Medicare beneficiaries. Topics will include the impact of federal Medigap changes, along with state actions such as guaranteed issue expansions, including birthday rules and access for individuals under age 65; federal issues of particular importance to state insurance regulators, including SHIP funding, state authority over Medicare Advantage, and strategies to address affordability challenges for consumers. Attendees will gain practical insights into the interconnected policy and market forces shaping insurance regulation today.

Presentation

10:30 a.m.–11:00 a.m.


BREAK

11:00 a.m.–12:00 p.m.


Breakout Sessions

London

Training Toward Success

Jonathan Burlison, Nebraska SHIP and SMP

Join this session to hear how the Nebraska SHIP and SMP have been working to update their training program to ensure standards are in place to confidently send program volunteers into the community to bring program awareness and provide accurate and unbiased Medicare education while teaching Nebraskans with Medicare to prevent, detect, and report potential fraud.

Presentation

Grand Ballroom

Navigating Relationships with Agents and Brokers

Scott Miniea, Missouri SHIP

Brandy Bauer, SHIPTAC & SMPRC, NEI3A

This session will help directors strengthen SHIP’s visibility and reinforce confidence in the program. We’ll explore ways to clearly describe the differences between SHIP certification and agent or broker licensure, and discuss practical approaches for addressing negative or inaccurate messaging when it arises. The session will also touch on how to navigate mistakes constructively, review how ACL’s conflict of interest guidelines support SHIP’s credibility, and share updates on ACL’s plans for a national standardized counselor certification.

Presentation

Junior Ballroom Salon 1

Reframing Aging Through Storytelling: Putting Beneficiaries at the Center

Hannah Albers, National Center to Reframe Aging

Patricia D’Antonio, National Center to Reframe Aging

The experiences of people navigating Medicare, Medicaid, and long-term care offer powerful ways to show the impact of SHIP, SMP, and MIPPA programs. This session helps new directors apply reframing-aging principles to share those stories effectively and respectfully. Participants will learn how to highlight beneficiary voices in ways that build trust, resonate with audiences, and reflect evidence-based communication practices. Through examples and interactive exercises, attendees will leave with practical tools to strengthen how they communicate program impact across their communities.

Presentation

Junior Ballroom Salon 2

Streamlining Medicare Savings Programs: State Options and Lessons for Change

Kim Glaun, Aging & Disability Health Policy Lab

Maiss Mohamed, Aging & Disability Health Policy Lab

Tim Smolen, Washington State Office of the Insurance Commissioner

Medicare Savings Programs (MSPs) help older adults and people with disabilities with limited income cover their Medicare Part A and B costs, saving individuals thousands of dollars each year that can be used for essential needs. Although recent federal action has delayed upcoming MSP simplification requirements, states still have meaningful opportunities to streamline enrollment and expand access.

This session will review practical state-level policy options to strengthen MSPs, reduce administrative barriers, and improve beneficiary outcomes. Presenters will also share lessons learned from states that have recently implemented changes and discuss strategies to support residents amid rising premiums and competing system demands.

Presentation

Junior Ballroom Salon 3

Advancing Elder Justice Together: ACL, Adult Protective Services (APS), and State Innovation

Katherine Nicole Watts, Office of Elder Justice and Adult Protective Services, ACL

Kevin Robertson, North Carolina Department of Insurance

Protecting older adults from abuse, neglect, and exploitation requires strong partnerships across federal and state systems. This session highlights the Administration for Community Living’s Office of Elder Justice and Adult Protective Services, and a North Carolina initiative advancing elder justice through innovation and collaboration. Attendees will learn about federal priorities, state strategies, and promising practices that strengthen Adult Protective Services and improve outcomes for older adults.

Robertson_Presentation

Watts_Presentation

12:00 p.m.–1:30 p.m.


LUNCH (On Your Own)

1:30 p.m.–2:30 p.m.


Breakout Sessions

Junior Ballroom Salon 1

Billing Issues for Dually Eligible Individuals

Rachel Gershon, Justice in Aging

Natalie Kean, Justice in Aging

Dually eligible individuals receive varying levels of assistance for Medicare premiums and medical bills. Providers are prohibited from billing most dually eligible individuals for Medicare-covered services. However, problems with premium bills and medical costs are still a common problem for dually eligible individuals. This session will walk through improper billing resources, including how to identify common billing problems and assist clients with addressing them. Information about how protections vary by state will also be provided.

Presentation

Junior Ballroom Salon 2

Medicare Beneficiary Ombudsman

Catherine Rippey, CMS

Andrea Hamilton, CMS

Juan Jimenez, CMS

Elaine Patterson, CMS

Kierra Lloyde, CMS

This breakout session will provide SMP, SHIP, and MIPPA grantees with a practical overview of the Medicare Ombudsman Group’s and Medicare Beneficiary Ombudsman’s role in supporting Medicare enrollees. Participants will learn when the Ombudsman team is best positioned to become involved and how those situations differ from the routine scope of day-to-day grantee casework. Through this discussion, attendees will strengthen their understanding of how the Ombudsman fits within the broader Medicare support ecosystem. We will also use this time to share a few casework scenarios and hot topics and will set aside time for grantees to ask questions and provide feedback to CMS.

Presentation

Grand Ballroom

On the Front Lines with SMP: Medicare Fraud Trends

Jennifer Trussell, SMPRC

In this session, the SMP Resource Center will provide an in-depth look at the top Medicare fraud trends currently reported to the SMP. These include new variations on common schemes such as hospice, home health, and durable medical equipment, as well as unique emerging trends such as care management and remote patient monitoring. Trend information will include geographic and statistical analysis, including the method of contact. New medical identity theft strategies will be discussed including an overview of the current techniques used by criminals to convince beneficiaries to provide their personal health information. Special topics will be discussed to include the use of artificial intelligence in healthcare schemes, third-party service providers, and multiple issue scams. The presentation will include new products and processes created by the SMP for community partners, law enforcement, and the public.

Presentation

London

Making Marketing Meaningful

Shawn Smith, Virginia Association of Area Agencies on Aging

Marketing can be an essential part of program outreach efforts. There are many tools and services organizations can use to accomplish their marketing goals. However, it can be difficult to clarify your marketing goals and then identify the tools and services to best support those goals. This presentation will walk through aspects of five marketing tools/services, evaluating their reach, cost, engagement, tracking, and overall return on investment from the perspective of a statewide SMP program. It will look at print and digital media, service providers, as well as discuss the needs and deliverables from the client and merchant. Participants will leave with a better knowledge of the types of services available and how the services work, enabling them to better articulate their desired outcomes and goals, and choose services to achieve them.

Presentation

Junior Ballroom Salon 3

Ask Us Anything: Grants Management & Policy FAQ Jam Session

Maggie Flowers, OHIC, ACL

Katie Glendening, OHIC, ACL

A lively, interactive space where grantees can dig into common grants management and policy questions, compare experiences, and collaborate on practical solutions. Participants help shape the conversation, ensuring the session reflects real-world program requirements, challenges, and best practices.

Presentation

2:30 p.m.–3:00 p.m.


BREAK

3:00 p.m.–4:00 p.m.


Bi-Regional Breakout Sessions

During this session, attendees will join the breakout assigned to their region to network and connect with others from their area. The sessions will be moderated by experienced OHIC grantee directors and will be used to encourage sharing best practices, challenges, and collaboration opportunities.

London

Regions I & II

I: CT, MA, ME, NH, RI, VT
II: NJ, NY, PR, VI

Facilitators:
Sam Carleton, Age Well, Vermont
Heather Leddick, New York State Office for the Aging

Presentation

Grand Ballroom

Regions III & IV

III: DC, DE, MD, PA, VA, WV
IV: AL, FL, GA, KY, MS, NC, SC, TN

Facilitators:
Rebecca Gouty, West Virginia Bureau of Senior Services
Monique Thomas, AdviseWell, Inc.; Georgia, Louisiana, Mississippi, and Vermont

Presentation

Junior Ballroom Salon 1

Regions V & VII

V: IL, IN, MI, MN, OH, WI
VII: IA, KS, MO, NE

Facilitators:
Nancy Moore, Indiana Association of Area Agencies on Aging
Scott Miniea, Missouri Connections for Health

Presentation

Junior Ballroom Salon 2

Regions VI & VIII

VI: AR, LA, NM, OK, TX
VIII: CO, MT, ND, SD, UT, WY

Facilitators:
Ray Walker, Medicare Assistance Program, Oklahoma Insurance Department
Janet Stellmon, Montana Department of Public Health and Human Services

Presentation

Junior Ballroom Salon 3

Regions IX & X

IX: AZ, CA, GU, HI, NV
X: AK, ID, OR, WA

Facilitators:
Savannah Helgerman, Nevada Aging and Disability Services Division
Jeanne Larson, Alaska Department of Health

Presentation

4:00 p.m.–4:15 p.m.


BREAK

4:15 p.m.–5:15 p.m.

Grand Ballroom

Evolution of the Process: Casework Updates & Trends

Serena Macuch, Office of Program Operations and Local Engagement, CMS

Rebecca Kinney, OHIC, ACL

This session will provide an overview of the casework process changes that have been instituted over the course of the summer and updates on what these changes mean to OHIC grantees and CMS.

Presentation

8:00 a.m.–12:30 p.m.

Grand Ballroom Foyer

Registration Open


9:00 a.m.–10:00 a.m.


Breakout Sessions

London

No More Volunteer Blues: Key Strategies to Recruiting Volunteers

John Robinson, Mississippi Department of Human Services

Learn how to build a compelling volunteer profile and apply effective strategies for recruiting individuals, organizations, and groups.

Presentation

Junior Ballroom Salon 1

Making Medicare Memorable: Using Your Skill Set to Make Presentations Entertaining and Unforgettable

Kelly Waite, Kentucky SMP

Learn how to use the skills you already have to make presentations more fun and memorable for your seniors. Leave a lasting impression that beneficiaries will talk about long after your presentation is over. What hobbies do you enjoy? What things are you good at? Come with talents you might want to share and learn how to implement them in a fun and effective way. You might even pick up some new skills in this interactive workshop. The presenter will share creative activities from her background in music, dance, and fitness that have her seniors singing, dancing, and asking for more presentations!

Presentation

Grand Ballroom

Navigating Triple Eligibility: Maximizing Healthcare Access for Tribal Elders

Sahar Takshi, Justice in Aging

Improving access to healthcare coverage is critical for low-income tribal elders. Navigating eligibility requirements and scope of services available through Indian Health Service, Medicare, and Medicaid is a large barrier for many tribal elders and contributes to healthcare inequities. In this session, we will discuss how these three sources of healthcare coverage can converge to better serve tribal elders and people with disabilities. The presenters will also outline important considerations when engaging with tribal communities and how Older Americans Act services can supplement healthcare coverage. Participants will leave with tools, resources, and ideas for building culturally competent outreach and service delivery programming in collaboration with tribes.

Presentation

Junior Ballroom Salon 2

From Waiting to Prepared: How DC SHIP Transformed Open Enrollment Through Person-Centered Care

Tommy Ballard, District of Columbia (DC) SHIP

Cory Graves, DC SHIP

Apply person-centered strategies to reduce wait times and improve service delivery during Open Enrollment. Leverage simple, low-tech tools to streamline workflow and support real-time coordination. Implement client preparation strategies that lead to more meaningful, efficient counseling interactions.

Presentation

Junior Ballroom Salon 3

Beyond Medicare: Integrating SHIP/MIPPA and Benefits Enrollment Centers for Improving Economic Security

Gabriel Smith, NCBOE, NCOA

Ryan Ramsey, NCBOE, NCOA

Navigating the landscape of federal and state benefits can be overwhelming for low-income Medicare beneficiaries. This session explores the powerful potential synergy between State Health Insurance Assistance Programs and Benefits Enrollment Centers. These partnerships create a “No Wrong Door” environment that addresses the basic needs of a beneficiary in a single interaction.

We will examine real-world outreach examples that allow agencies to expand their footprint in rural and underserved communities. Attendees will gain knowledge of best practices implemented for developing a seamlessly integrated service pathway, one that aligns Medicare navigation with comprehensive eligibility screenings for SNAP, Medicaid, and other important programs. Join us to learn how to minimize hurdles for older adults while maximizing your agency’s mission-driven outcomes and reporting impact.

Presentation

10:00 a.m.–10:30 a.m.


BREAK

10:30 a.m.–11:00 a.m.

Grand Ballroom

Report-out on “How Might We” Working Sessions

Melissa Simpson, OHIC, ACL

This plenary brings the full group back together to share key insights, themes, and solutions surfaced during the report out on “How Might We” working sessions. Facilitators will highlight common challenges, promising strategies, and ideas raised across groups, providing attendees a collective overview of what emerged and how these takeaways can inform program priorities and future collaboration.

Presentation

11:00 a.m.–11:15 a.m.


BREAK

11:15 a.m.–12:15 p.m.

Grand Ballroom

Putting People First: Tools, Tactics, and Feedback to Strengthen Person-Centered Practices

Saska Rajcevic, Human Services Research Institute (HSRI)

Bevin Croft, HSRI

Shefy Simon, OHIC, ACL

This plenary session will introduce SMP, SHIP, and MIPPA grantees to key tools and resources designed to support person-centered practices in their programs. Participants will explore how these tools can be applied in real-world settings and shared across their networks to improve interactions with beneficiaries, while also emphasizing strategies to support staff and volunteer well-being. The session will also identify additional needs to strengthen and sustain person-centered approaches.

Presentation

12:15 p.m.–12:30 p.m.

Grand Ballroom

Closing Remarks

Rebecca Kinney, OHIC, ACL

508-Compliant presentations will be added to the agenda as they are available.