Oct - Nov 2017: Build an Aging Life Care Bus -7 week series

Are you ready to make plans to open your own Aging Life Care™ Business?
Learn from experienced practitioners and specialists on topics you need to know.

Building an Aging Life Care Business
Led by experts | 7 sessions | Via teleconference & join.me


Session #1, Monday, October 2, 2017
Sessions #2 - 7, Tuesdays, October 10, 17, 24, 31, Nov 7 and 14
1 hour + 15 min Q & A
All sessions begin at 4 pm ET, 3 pm CT, 2 pm MT, 1 pm PT
$369 for the series of seven sessions


The Aging Life Care Association is offering a comprehensive curriculum in a small-group format.

  • Each participant will be provided with copies of course outlines, PowerPoint presentations, and presenter handouts.
  • All teleconference sessions are recorded. Audio recordings will be made available to all participants.

Oct 2 - Section 1 - What Defines an Aging Life Care Business?

Jullie Gray, MSW, LICSW, CMC, Aging Wisdom, Seattle, WA

  • Review ALCA Code of Ethics & Standards of Practice
  • Small Business Development Resources
  • Writing a Business Plan
  • Writing a Mission Statement


Oct 10 - Section 2 - Financial Development of your Business & Insurance

Amy Cameron O’Rourke, MPH, CMC, Cameron Group Care Management, Orlando, FL

  • Business structure options, tax advice, methods of payment – selecting a small business accountant and insurance advisor
  • Establishing small business checking account, business loans – selecting a bank
  • Filing paperwork for business legal structure, filing fictitious name application, obtaining tax ID number - selecting an attorney
  • Financial Projections
  • Workers’ Compensation, Care Management Insurance, Auto, Property, Liability, Health, Professional Liability
  • HIPAA Compliant Security System

Oct 17 - Section 3 – Documentation

Liz Barlowe, MA, CMC, Innovate Today, LLC, Seminole, FL

  • Forms specific to Aging Life Care (Geriatric Care Management)
  • Computer-based Documentation Systems Review
  • Initial Assessment and On-Going Care Management Agreements
  • Emergency Preparedness Protocol
  • HIPAA Compliance

Oct 24 - Section 4 - Business Management and Economics

Vicki Karlovich, BS, LPN, CMC, Karlovich & Associates, Joplin, MO

  • Business Structure
  • Developing a Budget
  • Selecting a Billing Software
  • Client Billing Structure
  • Payroll

Oct 31 - Section 5 – Marketing

Tasha Beauchamp, MSc, Webmaster Research Scientist, Elder Pages Online

  • Market Analysis
  • Developing a Website
  • Advertising Strategy

Nov 7 - Section 6 – Making Referrals Stick: Growing Your Aging Life Care Practice

Emily Saltz, LICSW, CMC

  • How to convert referrals to clients
  • Practical techniques for defining and marketing your services
  • How to increase success rate in opening new cases
  • Challenges and barriers to converting calls to clients
  • Guiding principles and Role Plays

Nov 14 – Section 7 – Dialogue with Voices of Experience

  • Bring back questions to the group and moderators
  • Submit questions in advance for further discussion
  • Find out where to find more resources
  • Your chance to get the answers you need from experienced Aging Life Care Professionals™


  • Spaces are filled on a first-come, first-served basis.
  • Toll-free conference call-in number provided.
No registration for individual sections allowed. All sales final. No refunds.

10/2/2017 - 11/14/2017

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