The First 90 Days and Beyond: Increasing Caregiver Engagement and Retention – (2) 2-hour sessions
Caregiver recruiting and retention is arguably the most crucial issue facing our industry today. In this session, an expert panel of Franchisees will share some of their best practices, followed by a deep dive into processes to support caregiver retention. And, we’ll discuss how providing opportunities for advancement can set you apart in caregiver recruiting.

Objectives:
1) Identify factors that contribute to why caregivers leave
2) Build Plans for “Feel Good/Rewards Based” Retention Initiatives
3) Create a plan that will help you enhance the 90 day caregiver experience

Situational Leadership for All Generations to Build Better Teams - (1) 1-hour session
Situational leadership allows coaching that adapts to a team's needs and can be useful for all your employee interactions – from inspiration and recognition to having tough conversations. This session will involve basic principles of the theory followed by real- world examples you can apply to your teams.

Objectives:
1) Explore the situational leadership model and evaluate your current team for development level specific to their job duties
2) Identify how to determine when to have difficult conversations vs. encouraging conversations based on the situation, the individuals personality and skill level.
3) Explore techniques to flex your leadership style to fit the specific support needed by team members.

Recruiting in a Digital World to Increase your Applicant Flow and Close Rate (1) 1-hour session
This session will focus on both passive and active recruiting in digital spaces. Through best practices and success stories, this session will cover online ads, social media, applicant tracking systems and messaging.

Objectives:
1) Identify ways to increase applicants through more effective passive online recruiting incorporating Elevating the Human Spirit
2) Explore the Do’s and Don’ts with Indeed
3) Discuss ways to increase applicants by proactively contacting caregivers online
4) Discuss ways to manage applicant communication and conversion using AI-based chat and an applicant tracking system.

Orientation & Onboarding Workshop (1) 1-hour session
Our new orientation and onboarding had proven to reduce caregiver turnover and improve the client experience. Join us as we explore how to use facilitation techniques to create a learning experience that will keep your caregivers engaged. You will spend some time learning how to execute a few of the O&O activities and learn best practices for creating a learning environment that promotes interaction.

Objectives:
1) Discuss the importance of creating a learning environment that will encourage caregiver engagement and interaction
2) Demonstrate how to execute interactive caregiving activities
3) Practice using audio visual tools to enhance the learning experience

Activating “Elevating the Human Spirit” Throughout the Client Journey – (2) 2-hour sessions
Research shows that seniors and their families want in-home care that helps clients live the highest quality of life. This session will focus on how to use the tools available to you to enhance the customer experience and incorporate the new brand into the operational elements of your business such as the assessment, communication, technology, Interactive Caregiving and more.

Objectives:
1) Identify opportunities that will allow you to consistently deliver an experience that elevates each client’s spirit.
2) Explore the benefits of utilizing features available to you in ClearCare, eRSP and other systems that will elevate communication with your staff and clients family.
3) Learn to adjust your approach of the in-home-visit, reassessment and other milestones in the client journey to reinforce Elevating the Human Spirit.

Maximize your Revenue & Customer Experience with Lead Management (2) 1-hour sessions
Join us as we discuss best practices for turning prospect interactions into happy clients from the first phone call to marketing automation and other follow up touchpoints, and how to digitally manage the leads for better outcomes.

Objectives:
1) Identify customer service characteristics that will help you interact with the prospect in order to nurture relationships and gain the customer.
2) Explore techniques that will help you stay connected to the prospect throughout their buying journey.
3) Identify various marketing automations that will assist with better call conversion outcomes.

Maximizing Medical Referral Sources – (2) 1-hour sessions
Learn the value of working with referral partners that are connected to your client base and who are invested in finding resources that help their patients/clients thrive, both physically and emotionally. And, we’ll cover how you can tailor your sales pitch for different referral audiences.

Objectives:
1) Identify key referral partners that complement our services and learn how to position Comfort Keepers as an adjunct to their existing offering.
2) Hear from existing franchisees the tactical elements required to pull through and solidify the relationship with referral partners in your local community
.
Manage your Digital Marketing for Strong Performance - (2) 1-hour session
This session will cover how to choose and manage your online reputation, work with a digital marketing agency, what results you can expect, and how to create a more successful digital marketing program – whether you are just starting or already have an online presence.

Objectives:
1) Discuss ways to improve digital marketing ROI
2) Examine ways to set KPIs and evaluate results
3) Explore the fundamentals of digital marketing

Supporting Your Diverse Team: Cultural Agility and Cultural Bias – (1) 1-hour session
Our environments, educational backgrounds, and cultural perspectives vary. We have different preferences that impact the way we communicate, the way we engage with others, and ultimately the way we perform our jobs. This session provides tools that help individuals thrive while inspiring stronger collaboration amongst culturally diverse teams. In doing so, leaders will achieve higher performance levels. Listen to a Diversity & Inclusion expert talk about how to help your staff recognize and address unconscious generational, racial and cultural bias to improve retention.

Objectives:
1) Increase self-awareness of the impact of culture in our day-to-day work
2) Identify and address barriers that may impact working with culturally-diverse teams
3) Enhance understanding of how participants communicate, build trust, and collaborate effectively across cultures
4) Develop skills to create and lead high performing teams

Divisional Breakouts w/NAC & Field Leadership, 1-hour session
Join your National Advisory Council (NAC) representative and your Field Leadership for an update from the NAC. Discuss divisional and regional concerns with your fellow franchisees and hear about the progress of key and new initiatives that influence your business

The Conversation Continues… "Delivering a No and Navigating Conflict" with Friday’s Keynote Speaker, Galen Emanuele, 1-hour session
Delivering a No and Navigating Conflict—hear from our Friday Keynote speaker, Galen Emanuele, on how to have those hard conversations with yourself and your team. The Four Steps to Delivering a ‘No’ And Navigating Conflict include how to take a transparent, collaborative approach that prioritizes relationships and the engagement, morale, and creativity of everyone on the team. become better at delivering a no and navigating conflict as a team and increase the understanding of the process and how to become better at receiving a no without taking it, personally.

Legal Developments in the Home Care Industry- 1-hour session
New laws and employment practices most likely to result in lawsuits and best practices to reduce liability. In this session attorney Angelo Spinola from Littler, will walk agencies through the most significant legal trends impacting the home care industry and most common litigation filed against agencies. Angelo will provide best practices and guidance on how to modify specific practices to reduce potential liability. Topics will include the proper structuring of live-in and on-call pay practices, latest developments concerning litigation over travel time, background checks, fluctuation of caregiver pay rates and other hot button issues. Angelo will discuss the results of these litigations so that agencies can learn from the mistakes of others and explain how agencies are modifying practices to avoid these claims.


Vendor Sponsored sessions-all 1-hour sessions


7 Critical Elements to Grow Your Business & Close More Leads
Join this breakout to learn the 7 critical elements that helped a fellow Comfort Keeper owner double their lead volume. This mix of tried and true tactics with cutting edge technologies maximized impressions, leads, and closed deals. Join this breakout to learn how all of this happened, while employee retention and happiness skyrocketed.

Objective:
1) Improve lead volume, improve lead close rates, and reduce your turnover! Presented by: Joe Soltis – ChoiceLocal, CEO

ClearCare Innovations to help your Office Thrive
Amedisys and ClearCare will introduce you to their new partnership and the Amedisys Care Coordination Program. The Program, powered by ClearCare, will deliver an interoperable connection between home healthcare and personal care to improve care coordination, quality, and outcomes. ClearCare will also provide an update on new features and products to help your agency succeed, such as the Analytics Module, upcoming eLearning system, new partnerships to drive growth, and more.

Objective: We will introduce and provide an overview of the Care Coordination Program and partnership with Amedisys, as well as provide a few key product updates.

Presented by: Moyra Miller, VP of Customer Success and James Merson, Director, Product Management

Top Dollar Exits for Top Performers
For Comfort Keepers franchisees, the final return on investment is the sum total of the net income earned while owning the business and the capital gain achieved when selling it. Most top performers have been keenly focused on their growth strategies often at the expense of their exit strategies. Yet the latter has a major impact on the final investment return. This educational session focuses on “The Five Enablers of Top Dollar Exits.” The emphasis is on owners knowing the various “exit doors” which is evolving as industry consolidators tap the brakes on their acquisition initiatives due to mixed results. Owners will come away with an understanding of the key drivers of “Investment Value” and how to put knowledge on their side to attract top dollar deals when the time is right to sell.

Objectives:
1) Identify the various prospective purchaser segments for top performers
2) Calculate how prospective purchasers assess “Investment Value.
3) Implement the key enablers of top dollar deals from top tier operators.

Presented by: Scott Osborne of The Osborne HomeCare Group

Relias Comfort Keepers Partnership Reboot
Join the Relias team to learn about new training content, our new system set up and the new service and support offering available to all Comfort Keepers franchises.

Objective:
1) Reintroduce Relias to the CKFI network and share details on the new CKFI-Relias Partnership

Presented by: Tim Jones, Brent Berry & Elizabeth Walsh of Relias

How Caregiver Satisfaction Impacts Recruitment and Retention
As home care agencies across the industry continue to struggle with high caregiver turnover and a shortage of potential new caregivers, it’s key to understand how seemingly small factors can play an outsized role in determining whether caregivers leave or stay with an agency. Erik Madsen, CEO of Home Care Pulse, explains what some of these factors are and how this information can be used to optimize caregiver recruitment and retention.
Objective:
1) Gain insights and data that can help reduce turnover, but all attendees will also receive a digital copy of the 2019 Home Care Benchmarking Study Bundle (Spring & Fall Editions).

Presented by: Erik Madsen, CEO of Home Care Pulse

Giving your Organization's Recruitment Team the Competitive Edge with Conversational AI
AI is here to stay, and you don’t want to be left behind. Does that mean robots are taking over our jobs? Not quite–recruiting is a human-centric process at its core and will remain so. AI technologies, and particularly those using robust natural language processing, can help augment these processes to improve efficiency and enable better engagement with candidates by allowing organizations to connect with and outreach to job seekers at scale. Join Bill Schwaab and Nicole Skinner, of Mya Systems, as they discuss the critical components of preparing your company for a world with AI, how the use of these technologies can improve your efficiencies and costs, and how they have partnered with Comfort Keepers to bring this technology to the entire network. Learn how you can leverage this technology in your franchise and how easy it is to get started and implement best practices to ensure a successful partnership.

Presented by: Bill Schwaab and Nicole Skinner of Mya Systems

Employee Benefits: The Competitive Edge
Discussion of Healthcare and retirement options. Our presenters will be educating participants about general rules related to offering employee benefits, best practices, emerging trends and strategic considerations to gain a "competitive edge". For example: Being a part of CKFI franchise network will allow small businesses to success important benefits/HR and retirement resources that are not available elsewhere.

Objective: Educate participants and exchange information for a potential partnership

Presented by: Ray Fernandez (Healthcare) & Dan Leo (Retirement), One Digital Health