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™

IMPORTANT NOTES:

• Spaces are filled on a first-come, first-served basis.
• Toll-free conference call-in number provided.