Location: Mary E. Switzer Memorial Building
330 C Street SW, Washington, DC 20201

8:15 a.m. - 9:00 a.m.

Registration and Security

Please arrive between 8:15 a.m. and 8:30 a.m. to clear security and be escorted to the meeting room. A valid photo ID is required for the security check.

9:00 a.m. - 9:30 a.m.

Welcome, Introductions, and Day One Agenda Review

Office of Healthcare Information and Counseling (OHIC) leadership will introduce and welcome attendees to the training. This session will include an introduction to the OHIC team and programs, a review of the agenda, and an ice breaker.

Richard Adrien, Administration for Community Living (ACL)
Carmen Artis, ACL
Rebecca Kinney, ACL

9:30 a.m. - 10:00 a.m.

Remarks from Center for Integrated Programs (CIP) Leader

Kelly Cronin, ACL

Presentation
We recommend using Microsoft Edge browser to view file.

10:00 a.m. - 10:45 a.m.

ACL Overview and Office of Healthcare Information and Counseling (OHIC) Expectations

This session will highlight the mission and vision of ACL and OHIC. ACL will provide an overview of OHIC programs, conflict of interest policies, program policies, and grants terms and conditions.

Rebecca Kinney, ACL
Melissa Simpson, ACL

Presentation
We recommend using Microsoft Edge browser to view file.

10:45 a.m. - 11:00 a.m.

BREAK

11:00 a.m. - 11:45 a.m.

Data System Tips and Tricks for Directors

This interactive session will answer common questions about data system requirements and capabilities that are important for directors. Learn how to use system reports for contract management, tell your program story with data, send data from STARS to SIRS, ensure data quality, access training resources, and seek technical assistance.

Heather Flory, SMP Resource Center
Ginny Paulson, SHIP Technical Assistance Center

Presentation
We recommend using Microsoft Edge browser to view file.

11:45 a.m. - 1:00 p.m.

LUNCH

1:00 p.m. - 2:15 p.m.

Typical Day as a Director

Being a new director can feel overwhelming with managing your project and its many competing priorities. You wear many hats and must implement solid project management techniques to meet your program objectives, adhere to federal reporting deadlines, and ensure your work has its intended impact.

This interactive session will highlight best practices from seasoned State Health Insurance Assistance Program (SHIP), Senior Medicare Patrol (SMP), and Medicare Improvements for Patients and Providers Act (MIPPA) Program Directors with separate and co-located programs relating to subgrantee and volunteer management, contracting, and budget administration. These directors will also share best practices and tips on managing competing priorities and deadlines to ensure their grants are successful.

Melinda Munden, North Carolina Department of Insurance
Kevin Robertson, North Carolina Department of Insurance
Ray Walker, Oklahoma Department of Insurance

Presentation
We recommend using Microsoft Edge browser to view file.

2:15 p.m. - 3:30 p.m.

Managing Your Grants: Programmatic Aspects—Interactive Case Studies

Participants will work in small groups to learn about the top five areas to focus when starting to manage OHIC grants: (1) connecting with people, (2) connecting with systems, (3) reading grant documents, (4) meeting deadlines, and (5) reviewing performance data. Small groups will present their lessons with the larger group.

Melissa Simpson, ACL and Seasoned Directors

Presentation
We recommend using Microsoft Edge browser to view file.

3:30 p.m. - 3:45 p.m.

BREAK

3:45 p.m. - 4:45 p.m.

"How Might We" Group Activity

Interactive group activity and role-play scenarios on programmatic and grants management issues faced by directors. How Might We will explore problems and possible outcomes to ensure a successful program.

Melissa Simpson, ACL

Presentation
We recommend using Microsoft Edge browser to view file.

4:45 p.m. - 5:00 p.m.

Day One Evaluation and Wrap Up

Final daily announcements and evaluation for Day One of the New Director Training. Your feedback makes a difference and is important for sharing content in future sessions. Please be sure to complete this evaluation.

Richard Adrien, ACL
Carmen Artis, ACL

8:15 a.m. - 9:00 a.m.

Registration and Security

Please arrive between 8:15 a.m. and 8:30 a.m. to clear security, and be escorted to the meeting room. A valid photo ID is required for the security check.

9:00 a.m. - 9:30 a.m.

Welcome and Day Two Agenda Review

Welcome to Day Two! We’ll provide a quick recap of Day One and an overview for the Day Two plan.

Richard Adrien, ACL
Carmen Artis, ACL

9:30 a.m. - 10:45 a.m.

Typical Day as a Director

Being a new director can feel overwhelming, with managing your project and its many competing priorities. You wear many hats and must implement solid project management techniques to meet your program objectives, adhere to federal reporting deadlines, and ensure your work has its intended impact.

This interactive session will highlight best practices from seasoned SHIP, SMP, and MIPPA Program Directors with separate and co-located programs relating to subgrantee and volunteer management, contracting, and budget administration. These directors will also share best practices and tips on managing competing priorities and deadlines to ensure their grants are successful.

Edward Clark, Kentucky Cabinet for Health and Family Services
Scott Miniea, Missouri Connections for Health
Lucilia Prates, AgeSpan

Presentation
We recommend using Microsoft Edge browser to view file.

10:45 a.m. - 11:00 a.m.

BREAK

11:00 a.m. - 12:00 p.m.

Equity, Accessibility, and Outreach to Priority Populations

How do you effectively connect with populations that may be most in need of your services but often encounter systemic barriers and discrimination when trying to access them? In this session, we’ll delve into the crucial aspect of cultivating an inclusive and equitable outreach strategy through data-driven approaches. We’ll focus specifically on examining common obstacles that might hinder your outreach to priority populations, emphasizing the importance of dismantling these barriers.

This session is designed to provide you with valuable insights and practical tips from your peers, from your perspective in states that have successfully expanded partnerships and implemented innovative strategies to engage and attract new audiences. Our aim is to foster a training environment that not only recognizes the diverse needs of the communities you serve but actively addresses the disparities and challenges they may face. Let’s work together to create a more inclusive and equitable approach to reaching all populations and ensuring that your services are accessible to everyone.

Maria Alvarez, NY StateWide Senior Action Council
Lucilia Prates, AgeSpan
Ray Walker, Oklahoma Department of Insurance

Presentation
We recommend using Microsoft Edge browser to view file.

12:00 p.m.–1:15 p.m.

LUNCH

1:15 p.m.–2:00 p.m.

Working With Federal Partners and Congressional Staff

As a new director, identifying partners to engage with can be challenging. It’s common to feel uncertain about where to direct your efforts and how to establish meaningful connections that will support your initiatives as a leader.

This session will provide an overview of our ongoing working relationships with key federal and state partners such as the Centers for Medicare & Medicaid Services, the Social Security Administration, the Office of Inspector General, and the Administration for Community Living (ACL) programs and elected officials. ACL will share details from the federal and national perspective, while our North Carolina and Kentucky SHIP Directors will share details on their partnerships at the state.

Edward Clark, Kentucky Cabinet for Health and Family Services
Rebecca Kinney, ACL
Melinda Munden, North Carolina Department of Insurance

Presentation
We recommend using Microsoft Edge browser to view file.

2:00 p.m.–2:45 p.m.

OHIC Grant Administration Overview: Policies and Reporting

Rebecca Kinney, ACL

Presentation
We recommend using Microsoft Edge browser to view file.

2:45 p.m.–3:00 p.m.

BREAK

3:00 p.m.–4:00 p.m.

ACL Is Doing What? National Initiatives and Your State

Learn more about what’s happening nationally and what it means for your state. This session will cover current SHIP, SMP, and MIPPA initiatives and hot topics, including information related to diversity, equity, inclusion, and accessibility; customer satisfaction surveys; and data quality assurance.

Maggie Flowers, ACL
Marissa Whitehouse, ACL

Presentation
We recommend using Microsoft Edge browser to view file.

4:00 p.m.–4:45 p.m.

New Director Training Debrief and Relationship Building

This session will allow attendees to meet and discuss what they learned from the training and what they plan to do with it.

SMP, SHIP, and MIPPA Resource Centers

4:45 p.m.–5:00 p.m.

Day Two Evaluation and Wrap Up

Final daily announcements and evaluation for Day Two of the New Director Training. Your feedback makes a difference and is important for sharing content in future sessions. Please be sure to complete this evaluation.

Richard Adrien, ACL
Carmen Artis, ACL