A Case Manager’s Toolkit – Caring for the Aging

Saturday, April 27 – 8:00 AM – 3:45 PM
Sunrise at Newton, Newton, MA


Working with and caring for the elder population is challenging, requiring care providers to overcome the multiple barriers encountered.  This conference will bring to the forefront tools and knowledge that will help meet the elder patient’s needs, while enhancing and enriching their life experience.

Conference topics will include:

    • how to navigate the healthcare system for those patients that require complex elder care
    • a new understanding of the 2024 CMS Medicare Advantage changes to promote elder healthcare equity
    • the utilization of the new Ambient Technology and its impact on reducing healthcare cost, avoiding hospital re-admission and keeping elders safe in their home
    • the understanding of how an Elder and Healthcare Attorney can provide resources and direction in protecting an elder’s rights
    • the practice of being “present” and the impact of bringing positive energy to those elders we serve

These topics along with the collegiality of networking with fellow colleagues will provide the attendee an opportunity to both enhance and enrich their toolkit so as to better care for their aging clients.

Upon completion of this conference the attendees will be able to:

    • Discuss strategies for navigating the healthcare system for elders that require complex care.
    • Describe the new 2024 CMS changes to Medicare Advantage programs that impact elder healthcare equity
    • Explain the use and benefits of utilizing Ambient Technology in reducing cost, hospital readmissions and keeping elders safe in their homes.
    • Discuss how an Elder and Healthcare Attorney can be utilized to provide options that not only protect an elder’s healthcare decisions but their personal wellbeing
    • Apply techniques and skills of being “present” in an effort to provide positive energy to elders served.


8:00 A Registration, continental breakfast, exhibitor visiting and facility tour
8:30 A Opening Remarks/Welcome
8:45 A Too Much and Not Enough: Navigating the Aging Experience
from An Elder’s Perspective
Kathy Heery, RN, BA, MS,
10 A Mid-Morning coffee break, exhibitor visiting and facility tour
10:30 A 2024 CMS Changes to Medicare Advantage Programs
to Promote Elder Healthcare Equality
June Stark, RN, BSN, MEd
11:35 A Frail Elder Waiver Program:
What Professionals, Elders and Their Loved Ones Need to Know
Attorney Stephan J. Spano & Attorney Andrea Witt, Spano, Dawicki & Witt
12:35 P Lunch, exhibitor visiting and facility tour
1:35 P A Glimpse into Tomorrow: Ambient Tech and Aging
Ryan McEniff, Owner, Minute Women Home Care
2:40P Creating Positive Connections by “Being Present”
using Integrative Health Therapies
Carol Corio, CDP, CMT, ComForCare, Quality of Life Associates
Patricia Brown RN, Co-Owner Divenergy
3:40 P Closing Remarks


$  70 CMSNE members until 4/12, $75 after 4/12
$  75 non-members until 4/12, $80after 4/12
Full day conference registration will offer 5.25 RN, CCM  & SW credits

Opening Session
 Too Much and Not Enough:
Navigating the Aging Experience From An Elder’s Perspective

Navigating the aging journey presents a multitude of hurdles from an elder’s viewpoint: Negotiating the intricacies of healthcare, managing uncertain financial terrains, sifting through vast amounts of information, handling legal matters, combating social isolation, coping with caregiver fatigue, making housing choices, and accessing suitable services. To effectively clarify and address these challenges requires targeted approaches. These include analyzing financial and insurance landscapes, differentiating care needs, making well-informed choices, crafting a personalized aging plan, and establishing connections with support networks and services.  These strategies aim to empower elders to sustain autonomy and functionality for as long as feasible.

June Stark, RN, BSN, MEd
Learn more about June.

Session II
2024 CMS Changes to Medicare Advantage Programs To Promote Elder Healthcare Equality

The CY 2024 final rule made several changes to the Medicare Advantage plans rules and regulations that are aimed at ensuring patient health equity, quality and safety. These changes were made in response to the concerns of patients, families, and healthcare providers. This presentation describes each of these improvements to the Medicare Advantage Plans which benefit patients, while correlating the case manager’s role.

Attorney Stephan J. Spano
Spano, Dawicki & Witt

Learn more about Attorney Spano.

Attorney Andrea Witt
Spano, Dawicki & Witt

Learn more about Attorney Witt.

Session III
Frail Elder Waiver Program:
What Professionals, Elders and Their Loved Ones Need to Know

Aging in place, staying at home and getting care within the community is what all of us want. The Frail Elder Waiver Program is a home-and-community-based program designed to accomplish exactly this for elders aged 60 and over who would otherwise need nursing facility care. The initial eligibility requirements can be confusing, and the annual certification process that used to be simple has become more and more detailed and frustrating. This seminar will discuss the many benefits of the Frail Elder Waiver Program to elders and their families and describe facets of eligibility and the application and redetermination processes. It will also consider strategies and next steps when faced with a denial.

These speakers are supported by Spano, Dawicki & Witt

Ryan McEniff
Minute Women Home Care

Learn more about Ryan McEniff.

Session IV

A Glimpse into Tomorrow: Ambient Tech and Aging

This speaker is supported by Minute Women Home Care.


Carol Corio, CDP, CMT
ComForCare, Quality of Life Associates

Patricia Brown RN
Co-Owner Divenergy

Closing Session
Creating Positive Connections by “Being Present” using Integrative Health Therapies

This interactive presentation will discuss patterns of energy existing in the human body that have been recognized by civilizations throughout history. Carol and Pat will share their many years of energetic study with many years working in healthcare to provide valuable tools about how to understand and apply easy energetic techniques to create positive connections with patients, clients, families, colleagues. Attendees will learn to “pay attention” to “being present” with energy awareness techniques to quiet thoughts so that you are mindful of how they affect your interactions with others. Attendees will understand that awareness of the effect of our thoughts on your energetic system can affect how to better be “present” for those we serve and help. Attendees will learn energy techniques, resources, and interventions to enhance communication. We will discuss integrated health therapies and tools that can enhance energetic awareness that can be referred to patients, clients, families, and colleagues.

Carol Corio is supported by ComForCare

Conference Sponsors/Exhibitors

Special thanks and appreciation to conference exhibitor sponsors, their support has allowed CMSNE the opportunity to bring a quality educational program to our membership.  Acceptance of support from these sponsors in no way implies endorsement of their products and/or services by CMSNE or the program’s accreditation agencies.

Download sponsor agreement here.   Onsite space is limited to 10 spaces.

Conference Planning Committee

Evelin Viera, MSN, RN, CCM- Conference Co-Chair
Maureen Hurton, MSN, RN, CCM,CMCN
Dee Johnson Wood – Conference Co-Chair
Sheryl Olshin, LICSW, CCM
June Stark, RN, BSN, MEd – Board Liaison

IMPORTANT Registration Policy Information

By registering for this event, the attendee understands that CMSNE has researched, and is following the latest recommendations for crowd safety. The attendee understands that their participation in this event is voluntary, but compliance with the stated safety practices is required, to assure their attendance. They understand that failing to comply with the stated safety practices can impact their health and the health of other attendees. Further, they understand that CMSNE is not responsible for their actions, or the actions of their fellow attendees, and therefor is not responsible or liable for the transmission of any pathogen or any expenses related to testing or treating any subsequent exposure or illness.

General Chapter Event Registration Refund Policy
The following policy applies to all events:
• Registration can be transferred to another person if requested in writing by e-mail to by the original registrant at least one week before the event.
• All refunds are subject to a 10% administrative fee. If canceled up to 7 days before the event, 100% of the registration fee (less the administrative fee) will be refunded.
If canceled less than 7 days before the event no refund is available.
• No refund is given for a cancellation on the day of the program or post event.

On the day of the event
• No refund will be offered at the venue if the attendee answers “Yes” to any of the screening questions.