Seminar Agenda

NAHAC Proudly Presents its Second Annual Conference
Creating Healthcare Advocacy Skills for the 21st Century

Day 1 – Thursday, November 4
Building Your Healthcare Advocacy Business
Day 1 is designed for individuals in the beginning or early phases of building a healthcare advocacy business.
There is an additional registration fee for this “Small Business Institute”
7:30 – 8:30 Registration and Networking
Vendor Tables Open
8:30 – 10:15 Starting a Small Business – Tools and Resources from the
Small Business Administration
Facilitator: Richard Ginsburg, Small Business Administration, Washington, D.C.
10:15 – 10:30 Break
10:30 – 2:00 Marketing Your Healthcare Advocacy Business
Facilitator: Trisha Torrey, Founder of Every Patient’s Advocate and AdvoConnection
There will be a business development assignment to complete
during the lunch break.
2:00 – 2:15 Break
2:15 - 4:00 Practice Your Marketing Skills – Interactive Panel Discussion
Facilitators: Trisha Torrey and Joanna Smith, President of NAHAC
This interactive session will teach participants marketing skills, including delivering
an effective “elevator speech” and communicating with healthcare providers. There
will be a question and answer session. The facilitators will be joined by a panel of
four experienced advocates.
5:00 – 6:00 Palomar Hotel Complimentary Wine Hour

NAHAC is pleased to offer 9.5 hours of CE for nurses through Wild Iris Medical Education.
Wild Iris Medical Education is an approved provider of continuing nursing education by the Washington State Nurses Association,
an accredited approver by the American Nurses Credentialing Center’s Commission on Accreditation (CEARP #PA-54).

Day 2 – Friday, November 5
7:30 – 8:45 Registration, Continental Breakfast, Networking
Vendor Tables Open
The Emerging World of Healthcare Advocacy
Speaker: Joanna Smith, Founder and President of the
National Association of Healthcare Advocacy Consultants
Healthcare Advocacy –
Prospects for a New Profession and Emerging Industry
Keynote Speaker: Tim Godzich, CEO and Co-Founder of Liazon Corporation.
Mr. Godzich, a “serial healthcare entrepreneur,” was formerly a co-founder and Senior Vice President of Definity Health, the pioneer company to offer a consumer driven healthcare program. Mr. Godzich served on the executive management team
that grew Definity Health from a start-up company to the nation’s leading consumer driven health plan business serving over 500,000 members and achieving $100 million in revenue over a five-year period. UnitedHealth Group acquired Definity
Health in December 2004 for $305 million.
9:30 – 10:00 Break
10:00 – 12:00 Healthcare Advocacy Case Studies and Best Practices
Joanna Smith, CEO of Healthcare Liaison;
Ken Schueler, President of HKS Patient Advocates;
Elisabeth Russell, President of Patient Navigator
Healthcare advocacy covers many areas within the medical delivery system; there is no single definition or template. Three experienced advocates/navigators will present individual case studies that illustrate best practices and advice on topics such as working with physicians, nurses and administrators within a hospital setting, pharmacological safety, pain management and palliative care, case conferencing a patient, setting boundaries and defining scope of work and fees with clients, conflict resolution, building allies and referral bases, finding resources, successfully managing
difficult bureaucracies, Compassionate Use of an investigational drug, the Patients
Bill of Rights, basic research skills, and lessons learned.

12:00 – 1:30 Lunch for Registered Participants
Vendor Tables and Open Networking
1:30 – 2:00 Patient-Centered Initiatives in Healthcare Reform Invited Speaker: Robert Kocher, M.D., National Economic Council Special Advisor to
the President for Health Care, The White House
Dr. Kocher will discuss key health care reforms related to patient-centered medical  home initiatives, case management and cost savings and how the White House
views these priorities.
2:00 – 2:15 Break
2:15 – 3:30 Mastering the Health Insurance Maze
Speaker: Cheryl Fish-Parcham, Deputy Director of Health Policy, FamiliesUSA.
For adults not yet eligible for Medicare, especially those with “pre-existing conditions,” maintaining insurance coverage throughout job-based insurance
transitions – e.g., job changes, lay-offs, death of a covered spouse – is critical. Many
of those previously covered through employer-based group health plans have certain rights guaranteed by two key federal laws: COBRA and HIPAA. Regulation of the individual insurance market recently brought about by health insurance reform
also impacts this segment of the population. This session will help healthcare advocates understand clients’ right under these laws, how the laws help people maintain coverage, the potential problems that can still arise in spite of the laws and
the impact that the health insurance reforms of 2010 will have on these issues.
3:30 – 3:45 Break
3:45 – 5:15 Senior Citizens – Advocacy Toolkit for a Growing Demographic
Patricia Grace, Chief Executive Officer, Aging with Grace LLC
Rita Files, Chief Operating Officer, Aging with Grace LLC
Richard Mayberry, Attorney and Medical Advocate, McLean, Virginia
As the Baby Boom generation retires, senior citizens and their adult children are increasingly turning to healthcare advocacy consultants for assistance with all aspects of aging. This session will cover key issues in the financial, legal, medical, housing and caregiving landscape as they apply to senior citizens.
5:15 – 6:00 Palomar Hotel Complimentary Wine Hour

Day 3 – Saturday, November 6
Vendor Tables Open
7:15 – 8:00 NETWORKING BREAKFAST focused on specific topics: patient navigation as a second
career, advocacy for pediatric patients, setting up an advocacy practice, senior care,
advocacy for cancer patients, physicians as healthcare advocates, hospital
communication skills, and finding community resources.
8:00 – 9:15 CHOOSE ONE
A. Integrative Care Options: Complementary Medicine Toolkit
for Healthcare Advocates
Speaker: Ann Fonfa, Founder, The Annie Appleseed Project
In the last few years the medical community has begun to talk about Complementary and Alternative Medicine (CAM) as integrative therapy. The main
cancer treatments are very difficult to go through, with many adverse effects that may linger. Studies into natural substances have shown that many can aid in
reducing these effects. Our job as advocates is to help people locate the best options at every turn. The Annie Appleseed Project has made that easier by placing information in categories on a SEARCHable website. We will also discuss in detail a
handout entitled “Natural Methods to Reduce Unwanted Effects.” This workshop
will help sort out what is needed, what is necessary and why. We’ll touch on various training programs available and how to access information resources for local practitioners, protocols and clinics.

B. HIPAA Privacy Law Requirements for Healthcare Advocates
Speaker: Robert Gellman, Privacy Attorney in Washington, D.C.
This workshop will focus on your client’s medical confidentiality and privacy rights,
and the federal legislation (HIPAA and HITECH) that provide those rights. Even if
you are not a “covered entity” under HIPAA, and do not create “medical records”
yourself, you will still need to understand the laws that your clients’ health care
providers – both in-patient and out-patient – must follow so you can get copies of
their records when you need to. We will also review client rights under these laws,
so you will be better able to advise them about their rights to access and control
their own medical information.
C. Medicare, Medigap and Veterans Benefits –
Eligibility, Coverage and Exclusions
Joe Baker, President of the Medicare Rights Center
Rita Files, Chief Operating Officer, Aging with Grace LLC
This session will help healthcare advocates gain a broad understanding of eligibility, coverage and important exclusions under both Medicare and Veterans’ Benefits, and  an understanding of what Medigap policies are and how they benefit Medicare
9:15 – 9:30 Break
9:30 – 10:45 CHOOSE ONE
D. Clinical Trials – How to Help Your Clients Make Good Decisions
About Participating in Research
Speaker: Laura Weil, Director, Health Advocacy Program, Sarah Lawrence College
This session will discuss how a drug comes to market, clinical trial phases, goals of each phase, understanding research design: randomization, placebo, double blind, washout periods. Participants will learn what protections are in place for
research subjects, including the informed consent process. The workshop will conclude by explaining where to find information about trials, what questions to ask about insurance/costs, about risks, and about therapeutic alternatives.
E. What’s In Your Toolkit? – Checklist of Resources for Healthcare Advocates
Dianne Savastano, President, Healthcare Assist
Beth Droppert, CEO, Allied Health Advocates
Adelaide Nye, NAHAC Business and Professional Resource Committee Chairperson
For established healthcare advocates and for those embarking on a new endeavor in
this emerging industry, a strategic relationship with both referral sources and professionals to whom you may refer is crucial to success. Although advocacy is
customized to the situation at hand, written tools and standardized practices help promote consistency and efficiency. Using a didactic session followed by actual case studies, this session will promote learning by having you participate in the creation
of action plans for real life scenarios.

F. End of Life Planning and Decision-Making: An Advocate’s Role
Dr. Christina Puchalski, Director and Founder of the George Washington University
Institute for Spirituality and Health Mr. Paul Tschudi, EdS, MA, LPC, Program Director for the Masters of Health Science in End of Life Care at the George Washington University School of Public Health.
This panel of respected end-of-life specialists will discuss various aspects of this often difficult issue. The panel will cover the nuts and bolts of end of life care and planning, including paperwork, decision-making, palliative care philosophy, and
symptom management. Dr. Puchalski will discuss spirituality and medicine as it pertains to patients at the end of life whether from terminal illness or aging.
Mr. Tschudi will speak about end of life issues from a psycho-social perspective.
11:00 – 11:30 Advocacy By The Numbers – Why We Know It Works
Speaker: Dr. Amy Schiffman
Overview of study data confirming how care coordination and advocate/navigator
services improve patient outcomes and save everyone money.
11:30 – 12:00 Code of Ethics of the National Association of Healthcare Advocacy
Speaker: Ken Schueler, President, HKS Patient Advocates
12:15 – 1:00 CLOSING PLENARY
Vendor Tables Close

National Association of
Healthcare Advocacy Consultants

The final date for registration is October 31, 2010.

NAHAC has reserved a block of rooms at the Palomar Hotel in exciting Dupont Circle at an exclusive
rate of $169 per night (plus 14.5% taxes). But you must reserve by October 15, 2010 to be guaranteed
this group rate.

If you are reserving your room electronically, please click on this LINK to the NAHAC Room Block.
The NAHAC Group Rate is included in this reservation page. You should ignore the Rate Type “Select”
dropdown menu.
Note that this $169 rate is also available for 3 days before and 3 days after the Conference for those
who wish to spend more time in wonderful Washington, D.C.

If you reserve by phone, make sure to tell the Hotel Palomar that you are with the National Association
of Healthcare Advocacy Consultants. This is very important to receive the negotiated rate and special
amenities as well as to be counted toward the NAHAC room block.

CANCELLATION POLICY: If you cancel your Conference registration on or before October 21,
2010, all registration fees are refundable minus a $25 processing fee. No refund of the event
registration fee will be issued for cancellations made after October 21st. In the event of a cancellation,
the National Association of Healthcare Advocacy Consultants. is not responsible for
non-refundable airfares, other airfare penalties, hotel or travel charges you may incur.

All cancellations must be made in writing and sent to and are subject to
the terms and conditions stated above. There are no exceptions to this Cancellation Policy.

NAHAC suggests you consider purchasing personal travel insurance.
Deadlines November 4-6  2010
Hotel Palomar
2121 P Street NW
Washington, DC 20037