Sessions & Rountables 
 

Topics were decided based on feedback from NAC, the Connect 2025 Committee of franchisees, conversations with franchisees and input from past Connect and PMG Summit surveys.  

CKFI Breakout Sessions (Friday)  

Education and learning are key components of Connect. These topics provide some formalized conversation and best practices and potentially plant the seed for topics in a future roundtable discussion.    

Show me the Money: Using KPIs to Uncover Lost Dollars in your Business

Have you ever reviewed your KPIs and asked yourself how do I improve them? Have you ever made changes to your KPIs that boosted one KPI but didn’t have the desired effect on another? If so, this session is for you. In this interactive session, you’ll collaborate with you peers to analyze KPIs from a fictional office. Explore strategies to improve them and discuss how those changes could positively impact overall revenue and growth. 

Leading Change for Growth

The only constant in life is change. Whether it’s a minor inconvenience, like taking an alternate route to work due to traffic, or a significant shift, such as implementing a new software system in your office, change can be challenging. As a leader, you set the tone for how change is embraced by your team. This session will explore why change is difficult, the stages people experience in accepting it, and ways to implement change. Before the session, please complete the ElevateU course, Thriving Through Workplace Change.  

How Culture Impacts Turnover

Yes, we’re still talking about culture—and for good reason!  When there is the right culture for caregivers and the admin team, they feel valued and motivated, they help create a supportive workplace, reducing turnover and driving success.  As leaders, you set the tone for a positive, inclusive culture that influences both the admin team and caregivers. In this session, we’ll explore strategies to establish a positive culture that resonates with all. Take what you learned in this session to the roundtable about culture. 

How Communication helps/hurts Growth

Strong communication is the foundation of any successful relationship—when it thrives, the relationship flourishes; when it falters, the relationship suffers. The same principle applies to business. When communication is clear and effective, operations run more smoothly, and growth becomes easier to achieve.  This session will discuss the key characteristics of effective communication and strategies for navigating difficult conversations. The session includes the opportunity to collaborate with your peers to discuss real-world scenarios, applying the techniques discussed to navigate a difficult conversation.

Developing a Strategic Sales Plan with or without Salespeople

Engaging with your community and building relationships with referral sources is key to strengthening your brand and growing your business. In this session, we’ll explore the essentials of what is needed to create a strategic sales plan whether you have a dedicated salesperson or not. Gain insights into why a strategic sales plan is crucial for growth and success.  Use what you’ve learned to craft your own plan at the roundtable and drive your business to growth and success.

Utilizing the Marketing Playbook to Enhance your Marketing Plan 

A strong marketing plan is essential for business growth. In this interactive session, we'll break down the key elements of an effective plan and explore the valuable resources available to support your strategy. Engage with Comfort Keepers experts and your peers. You’ll have the opportunity ask questions and gain actionable insights to elevate your marketing approach.

 Roundtables (Saturday) 

Peer-to-Peer communication is key for our network. Our Connect roundtables provide the opportunity for franchisees to brainstorm together, ask each other questions, and share ideas.  These could be new topics or a continued discuss from an earlier breakout session.  

1. Brainstorming on what potential technology impacts our business, including AI to create efficiency that allows for growth  

2. Grow by thinking outside the box to new revenue sources   

3. Working session to create a strategic sales plan and idea sharing on barriers to implementation  

4. Working session on uncovering your culture gap by evaluating your current culture vs. desired culture, and creating a culture statement   

5. Getting to the next level with your business, what is the breakthrough moment? 

Vendor Sessions (Friday) 

1. ChoiceLocal Artificial Intelligence, CLAI™ Can Grow Your Home Care Lead Flow by 160% presented by Joe Soltis, CEO, ChoiceLocal and Matt Keough, Account Director
   This is the BIGGEST leap forward ChoiceLocal has brought to Comfort Keepers in our 10 years of partnership! CLAI™ is ChoiceLocal’s proprietary artificial intelligence system that understands precisely what Google prioritizes to enhance search engine rankings. It seamlessly integrates into the back end of your website, optimizing it with the content and elements Google values most, driving SEO rankings, increased traffic, and qualified leads.  On average, CLAI™ boosts lead flow by 50% within 30 days and by 160% within 90 days. In this breakout session, you’ll learn how CLAI™ can turbocharge your Comfort Keepers franchise and explore the incredible results CLAI™ is already achieving for Comfort Keepers today! This is the next BIG THING for your business!
    

2. WellSky Personal Care: The Best in KLAS solution
   Join WellSky experts; Oscar Weathersby, Client Success Executive and Adam White, Director of Solutions Management, to hear about the latest updates to the WellSky Personal Care platform, get a sneak peak of upcoming releases, and discover the power of third-party integrations available to all WellSky Personal Care users. 
    

3. Viv: Engineering the Future of Home Care Today
   Presented by Nukul Bhasin, CEO & Co-Founder, Viv Technologies
   As remote work and artificial intelligence continue to change home care delivery, join Nukul for a look into the exciting possibilities of our future. He will share ways to navigate an evolving landscape and strategies to help businesses adapt and grow. Optimizing on-the-ground operations, empowering back-end infrastructures and creating new financial opportunities—you’re invited to discover how digital transformation can help you shape what’s next for home care.
     

4. Osborne Home Care: Reap What You Sow - How Your Present Prioritites Will Shape Your Future Sale Proceeds
   One of the top enablers of an eventual top dollar sale is Exit Planning. This learning session focuses on what to sow today to reap the rewards tomorrow. Osborne HomeCare Group’s Founder & Managing Owner, Scott Osborne, and Managing Director, Sandi Wolf, have helped hundreds of home care franchisees optimize their net sale proceeds by helping them understand how to maximize the sale price, minimize the associated taxes, and mitigate the Seller’s post transaction liability. Learn valuable wisdom from Osborne HomeCare Group’s twenty years of initiating more than 400 change of ownership acquisitions in the home care industry.
    

5. Honkamp: Unlocking Financial Potential in Home Health Care: Key Opportunities for Improvement
   Honkamp Shareholders Jay Harris and Reggie Rowe will explore the top 10 financial challenges that home health care franchise owners commonly face and how addressing these issues can significantly enhance the profitability and efficiency of operations. Key topics include optimizing entity structure, choosing the most effective accounting methods, strategizing owner compensation, leveraging valuable tax credits such as WOTC and PTET, ensuring timely financial statements, implementing robust KPI reporting, integrating accounting and payroll systems, maintaining regular interaction with CPAs, and proactive tax and retirement planning. Attendees will gain practical insights and actionable strategies to overcome these challenges and drive their business toward greater financial success.

6. Zingage: Powering Caregiver Engagement and Rewards
   Looking to boost caregiver retention and performance this year? Learn how home care agencies are using Zingage's automated caregiver engagement and rewards platform to recognize great performers and get more caregivers over the 90 day hump. From automated rewards for timeliness, attendance, and more, to birthdays, surveys, and video messages, Zingage makes it simple to connect to EMRs and automate the tracking and recognition of key milestones. Admin teams are freed up to get back to the important work of home care - connecting with clients and caregivers.

7. Paradigm Seniors: The Blueprint for Billing and Medicaid presented by Greg Bean, VP of Business Development
   Gain a comprehensive understanding of the VA and Medicaid programs, from their intricacies to their opportunities. In this session, Greg will walk you through the ins and outs of these payer systems, share common billing best practices and pitfalls, and provide actionable insights to leverage them for agency growth. Learn how to optimize your billing processes, avoid common issues, and scale your agency without overburdening your back office.
    

8. eRSP: 5 Ways Home Care Agencies are Losing Money Without Realizing It (And How to Fix It)
   STOP LOSING MONEY! Did you know that today’s home care agencies are losing up to 15% of revenue annually due to claim denials, while manual processes drain on average 20 hours per week? On top of that, the average 64% caregiver turnover rate costs agencies approximately $2,600 per hire to keep up.
   
   Learn how your agency can overcome these challenges with strategies to simplify operations, streamline compliance, and reduce costly inefficiencies. Ultimately, empowering your agency to thrive in 2025.

Social Media