CBRF Manager's Comprehensive Training Program

Wisconsin Association of Homes and Services for the Aging Presents
CBRF Manager’s
Comprehensive Training Program
This educational and entertaining curriculum is designed to enhance the
knowledge base of the Community Based Residential Facility (CBRF)
manager. New and experienced managers alike will gain valuable insights
and tips for successfully operating a Community Based Residential Facility
that truly embraces the philosophy of assisted living.
Attend
all three days
and pass the test
at the end
of the course
to receive your
CBRF Manager’s
Certificate.
Sponsored By:
Wisconsin Association
of Homes and Services
for the Aging
204 South Hamilton Street
Madison WI 53703
(608) 255-7060
www.wahsa.org
info@wahsa.org
As a participant, you will review the regulations of DHS 83, illustrated with
practical, real life examples, to ensure that you gain value-added implementation
strategies to strengthen operations and maintain success into
the future. You will have the opportunity to experience firsthand the new
assessment forms and ISPs that have been developed as part of WAHSA’s
CBRF Quality Improvement Network. You will analyze the Nurse Practice
Act as it relates to delegation and safe care delivery in the CBRF setting.
You will identify the changing expectations of the new generation of seniors
and link these expectations to innovative opportunities to restructure how
you provide cares and promote socialization.
This comprehensive training course brings together the best information,
resources, policies, procedures, forms, and strategies shared by
knowledgeable and successful CBRF managers from across the state.
From tips on implementing culture change in assisted living to strategies
for effective communication with the medical community, this course will
assist in preparing you, the CBRF manager, to adapt to the future of this
unique senior life setting.
This CBRF Manager’s
Comprehensive Training Program
will be held
November 15-17, 2010
at
Chula Vista Theme Resort
2501 River Road
Wisconsin Dells WI 53965
608-254-8366

CBRF Manager’s Comprehensive Training Program
Schedule
Monday, November 15, 2010
Part 1 -- Review
9:00 a.m. to 10:15 a.m.
• Introduction
• Review of regulations
10:15 a.m. to 10:30 a.m.
• Break
10:30 a.m. to 11:45 a.m.
• Review of regulations
Part 2 -- Daily Practice and Operating Philosophy
11:45 a.m. to 12:30 p.m.
• Implementing regulations in daily practice/operating philosophy
12:30 p.m. to 1:15 p.m.
• Lunch
Part 3 -- Tenant and Family Expectations
1:15 p.m. to 2:30 p.m.
• Identifying expectations of tenants and families
• Opportunities for exceeding tenant and family expectations
Part 4 -- Clinical Essentials, Expectations, and Safety
WAHSA has requested
this educational
program be approved
for nineteen (19)
hours of continuing
education for nursing
home administrators
and CBRF managers.
That request has been
submitted (but not yet
approved) to the NAB/
NCERS. Call WAHSA at
608-255-7060 for further
information.
2:30 p.m. to 3:00 p.m.
• Nurse Practice Act
• Standards of practice and best practices
3:00 p.m. to 3:15 p.m.
• Break
3:15 p.m. to 4:30 p.m.
• RN delegation
• Clinical basis for policies and procedures
• Implementing clinically sound practices and policies to guide decisionmaking
6:00 p.m.
• Dinner

CBRF Manager’s Comprehensive Training Program
Schedule
Tuesday, November 16, 2010
Part 1 -- The Value of Networking
8:00 a.m. to 9:00 a.m.
• Interaction with peers
• Professional associations
• Benefits of WAHSA membership
Part 2 -- Interaction with the Medical Community and the Public
9:00 a.m. to 9:45 a.m.
• Communicating effectively
• Educational opportunities
• Involving the ombudsperson
9:45 a.m. to 10:00 a.m.
• Break
Part 3 -- Working with Hospice
10:00 a.m. to 10:30 a.m.
• Specific policies/expectations
• Contracts
• Guidelines for medications and communication
Part 4 -- Documentation
10:30 a.m. to 11:45 a.m.
• Review of regulations regarding documentation
• Examples and forms
11:45 a.m. to 12:30 p.m.
• Lunch
Part 5 -- Providing Cares with a Focus on Needs Identified in the
Comprehensive Assessment
12:30 p.m. to 2:30 p.m.
• Use of decision trees and risk assessment tools
• Review of comprehensive assessment forms, face sheet, etc.
• Development and implementation of ISPs
Each participant
who successfully
completes
the course post test
will receive
the official
CBRF Manager’s
Certificate.

CBRF Manager’s Comprehensive Training Program
Schedule
Tuesday, November 16, 2010 (continued)
2:30 p.m. to 2:45 p.m.
• Break
2:45 p.m. to 4:00 p.m.
• Continue with development of tools
• Putting the tools into practice
Part 6—General Reminders/Information
4:00 p.m. to 4:30 p.m.
• Final questions and wrap up
6:00 p.m.
• Dinner
Schedule
Wednesday, November 17, 2010
Part 1 -- Operations
8:00 a.m. to 9:45 a.m.
• Department action
• Biennial reports
• Change of ownership
• Facility closing
• Investigation, notification and reporting requirements
• Licensee and administrator requirements/qualifications
• Employee hiring and employee records
9:45 a.m. to 10:00 a.m.
• Break
Registration
Deadline:
November 1, 2010
10:00 a.m. to 11:30 a.m.
• Orientation and training requirements
• Diversity training
• Leadership and management
• Emergency/pandemic planning
11:30 a.m. to 12:15 p.m.
• Lunch

CBRF Manager’s Comprehensive Training Program
Schedule
Wednesday, November 17, 2010 (continued)
12:15 p.m. to 12:30 p.m.
• Family Care information and referral
12:30 p.m. to 1:30 p.m.
• Infection control
• Oxygen storage
• Food service
• Environmental concerns
• Housekeeping services
• Building and maintenance
• Fire safety requirements
• Survey process
1:30 p.m. to 1:45 p.m.
• Break
Part 3 -- Legal Considerations
1:45 p.m. to 3:15 p.m.
• Release from responsibility for discharge
• Death in the facility
• Corpse tracking/census tracking
• HIPPA guidelines
• Protective placement
• Guardianship
• Wisconsin Caregivers program
• Chapter 51 process
• Annual reviews
• DPOA/Advanced directives
• Do Not Resuscitate
• Are you a CPR or non-CPR facility
• CBRF staff communication book
• Transfer to another care setting or acute care hospital
3:15 p.m. to 3:35 p.m.
• “Final thoughts”
Part 3 -- Certification
3:35 p.m.
• Testing, awarding of certificates, and adjournment
Registration Fee
WAHSA members
$305 per person
Non-WAHSA members:
$405 per person
This registration fee covers all
education sessions as well as
breakfast, break refreshments,
and lunch for the three days of
the program, and dinner for the
first two days of the program.
In addition, every program
participant will receive a comprehensive
CBRF Manual with
forms, policies, practical tips,
resources, regulatory references,
and other valuable material
designed to assist you in your
role as a CBRF manager.
WAHSA members and subscribers
also will receive a
CD with the contents of the
CBRF Manual in downloadable,
ready-to-modify and use
formats. (This CD is not available
to non-WAHSA members.)

CBRF Manager’s Comprehensive Training Program
What You Will Learn
(Expected Outcomes)
Day 1:
1. Define the philosophy of assisted living.
2. Analyze the regulations governing licensing categories and application
requirements.
3. Discuss regulations related to the program statement, admission and retention
guidelines, admission criteria, and termination of occupancy.
4. Outline the regulations of DHS 83 as related to medication administration.
5. List tips for implementing regulations in daily practice.
6. Identify opportunities for exceeding tenant and family expectations.
7. Evaluate the Nurse Practice Act and delegation of cares as they relate to
DHS 83.
8. Demonstrate the value of using clinically-based policies to guide decisionmaking
and care delivery.
We encourage you to
dress casually for all the
sessions and functions
throughout this training
program. November
weather in Wisconsin Dells
can be unpredictable; plan
accordingly. Everyone
responds differently to
climate-controlled environments.
Chula Vista does
its best to provide a comfortable
climate for our program;
however, sometimes
it is warmer or cooler than
you prefer. We hope you
will take this into consideration
and wear clothing
that can be layered.
Day 2:
9. Demonstrate the value of networking with other CBRF providers and professional
organizations.
10. Develop a plan for communicating effectively with the medical community.
11. Discuss the requirements for, and benefits of, successfully working with
hospice providers.
12. Outline documentation requirements.
13. List tips for providing cares based on diagnosis, conditions, and medications
identified in the comprehensive assessment.
14. Analyze the comprehensive assessments, ISPs, and evaluations developed
by the WAHSA CBRF Quality Improvement Network.
Day 3:
15. Outline regulations concerning investigation and notification and reporting
requirements.
16. Outline requirements for employee hiring and maintaining employee records.
17. Evaluate orientation and training requirements.
18. Analyze the components and value of strong leadership and management.
19. Identify Family Care resources.
20. Discuss environmental and safety regulations.
21. Outline the requirements of the survey process and how to achieve success
in the survey.
22. Evaluate the legal aspects of regulatory compliance, including issues such
as DPOA/advanced directives and Chapter 51 processes.

CBRF Manager’s Comprehensive Training Program
Faculty
Sherry Cira -- Sherry Cira received her Bachelors of Social Work from UW-Eau Claire and
her Masters in Medical Social Work from UW-Madison. She has four years of experience
working in an acute care hospital setting as a Social Worker/Discharge Planner and 18
years of experience working at Marquardt Village in Watertown as a Nursing Home Social
Worker, Independent Senior Housing Assistant Administrator and Service Coordinator, and,
currently, as the Administrator of a 48-bed CBRF, Zinzendorf Hall. Sherry is a member of
WAHSA’s CBRF Quality Improvement Network.
Robert Heath -- Robert J. Heath is a Shareholder in and is the Chair of Reinhart Boerner
Van Deuren’s Health Care Department. Rob’s practice stresses general regulatory, corporate,
and transactional representation of health care providers, with a special emphasis
on legal issues as they affect long-term care facilities, including nursing homes, assisted
living facilities, and senior housing providers. Rob is significantly involved in the areas
of health care acquisitions and mergers, joint ventures, managed care law, and health
care-related administrative law matters.
Michelle Lussmeyer -- Michelle Lussmeyer currently serves as the Vice President of
Resident and Community Care at Inspiration Ministries in Walworth. She has a Bachelor’s
of Social Work and a Master of Science degree in Management. Over the past ten years,
she has worked in direct care and has served as a case coordinator, social service director,
director of nursing, and vice president of resident and community care. Michelle is a
member of WAHSA’s CBRF Quality Improvement Network.
A. John Richter -- John Richter is an Associate in Reinhart Boerner Van Deuren’s Health
Care Department. John’s practice is focused on providing counsel to health care entities
on corporate and regulatory matters.
Amy Ruedinger -- Amy Ruedinger, RN, has more than 20 years experience in caring for
the elderly, starting as a nursing assistant in long term care. Amy has had the opportunity
to work in the long term care setting as a floor nurse, agency nurse, care coordinator, and
MDS Coordinator. More recently, Amy has had the pleasure of working in various RCACs
with differing operating philosophies. While serving in the capacity of RN for these facilities,
Amy supervised a staff of caregivers, completed tenant assessments, developed and
implemented policies for care delivery and emergency situations, and provided ongoing
education for the staff in areas such as the philosophy of assisted living, delegation and
care delivery, and medication administration. Amy started her own health care consulting
business in 2005 and currently provides audits, training, and education for assisted living
facilities, helping to ensure regulatory compliance, safety in care delivery, and systems
efficiency. Amy has developed an RCAC Guide for Managers, which contains example
policies and forms that facilities can adapt to meet their needs. Amy serves on the WAHSA
RCAC Quality Improvement Network and Task Force and the WAHSA CBRF Quality Improvement
Network and Task Force. Amy has presented seminars and provided training
and education to groups of all sizes throughout the state and across the nation.
Dyonne Wilhelm -- Dyonne Wilhelm is the Administrator of Assisted Living at the Lutheran
Home and Harwood Place in Wauwatosa. She is responsible for the administrative oversight
of a 40-unit CBRF for memory care and a 32-unit CBRF for frail elderly. She also
oversees the RCAC program in the independent living community. Dyonne has almost
20 years of experience in long term care services with not-for-profit organizations. She
holds a Bachelor’s Degree in Nursing and is a Registered Nurse. Dyonne is a member of
WAHSA’s CBRF Quality Improvement Network.
This will be the most
comprehensive CBRF
training program ever
offered in this state.
WAHSA commends and
applauds the many CBRF
professionals who came
together in a cooperative
spirit and dedicated their
time, effort, and expertise
to make this program
possible. The presenters,
along with the members of
WAHSA’s CBRF Quality
Improvement Task Force,
have pooled not only
their knowledge, but also
their wealth of policies,
procedures, and forms,
to make this program
possible.
We invite you to learn
from the vast experience
of these knowledgeable
experts!

CBRF Manager’s Comprehensive Training Program
Hotel Accommodations
This CBRF Manager’s Comprehensive Training Program will be held November
15-17, 2010 at the Chula Vista Theme Resort.
Chula Vista Theme Resort
2501 River Road
PO Box 30
Wisconsin Dells WI 53965
608-254-8366
Directions to Chula Vista Theme Resort
• From I90/94, take Exit 87. Count seven sets of stoplights, and you’ll reach
Highway 13 North (along the way, enjoy the view of downtown Wisconsin
Dells.) Turn left on Highway 13 North and travel 2.8 miles. Turn left onto
Chula Vista Parkway.
• Access from the East: From the east, go to the intersections of Highways
16, 23, and 13. Go north on Highway 13 for 3 miles. Turn left to the Chula
Vista Parkway entrance.
Reserve your
overnight
accommodations
with Chula Vista by
October 15, 2010
to enjoy a special
room rate of $89
(based on single
occupancy).
Overnight Accommodations
WAHSA has reserved a block of sleeping rooms at Chula Vista for the nights of
November 14, 15, and 16, 2010.
Please direct all room reservation requests and related questions directly to the
Chula Vista. Remember to indicate you are attending an educational program
sponsored by the Wisconsin Association of Homes and Services fore the Aging
and you wish a room within WAHSA’s block.
WAHSA’s special room rate for attendees of this training program are $89 for
a single accommodation room. There will be an additional $10 fee for each additional
person in the same room.
Overnight accommodations at this special rate are available on a first-come-firstserved
basis. This rate is valid only if you reserve your room by October 15, 2010.

CBRF Manager’s Comprehensive Training Program
Seminar Host:
Wisconsin Association of Homes
and Services for the Aging
The Wisconsin Association of Homes and Services for the Aging (WAHSA)
is a statewide not-for-profit membership corporation. WAHSA enhances
members’ dedication to excellence in providing programs and services to
assist members in meeting the needs of seniors and persons with a disability.
WAHSA demonstrates a caring commitment to the highest quality of life and
greatest independence for each individual served.
WAHSA believes in taking a leadership role in representing and promoting
the interests of its members through activities of advocacy, education,
professional development, research, and services. WAHSA also believes in
enhancing the members’ ability to meet the social, health, environmental,
and quality of living needs of the individuals and communities they serve.
The Association serves and represents its members to better enable them
to enhance the quality of life for residents and others served by member
programs. WAHSA does this by:
• Providing professional development.
• Interpreting social, economic, and political trends.
• Influencing public policy formation.
• Sharing information.
• Providing a broad array of services.
The association is dedicated to the development of a continuum of care that
meets the physical, spiritual, emotional, and social needs of aging persons
and persons with disabilities while providing the individual with options and
a means of achieving maximum independence. WAHSA encourages its
members to achieve high professional standards and provide innovative
approaches to the delivery of quality services that are both effective and efficient
and which result in the enhancement and enrichment of the lives of
those served.
Currently, WAHSA represents a total of 188 not-for-profit corporate members
which own, operate, and/or sponsor 195 nursing homes, 14 facilities for
the developmentally disabled, 87 residential care apartment complexes, 95
community based residential facilities, 114 independent living facilities, and
more than 300 community service agencies which provide programs such as
Alzheimer’s support, adult day care, child day care, home health, hospice,
homecare, and meals on wheels. All totaled, WAHSA serves 505 not-for-profit
long term care, assisted living, senior housing, and other community-based
providers principally serving elderly persons and individuals with a disability.
WAHSA members employ over 38,000 people who provide compassionate
care and service to over 48,000 individuals each day.
For Additional
Information
If you have any questions,
or if you would like
additional information
related to any aspect of this
training program, please
contact:
WAHSA
204 S Hamilton Street
Madison WI 53703
608-255-7060
www.wahsa.org
info@wahsa.org

CBRF Manager’s Comprehensive Training Program
Registration Details
Continuing Education Credits
WAHSA has requested that this educational program be approved for nineteen (19)
hours of continuing education for nursing home administrators and CBRF managers.
That request has been submitted (but not yet approved) to the NAB/NCERS. Call
WAHSA at 608-255-7060 for further information.
All participants will receive up to 19 hours of continuing education for participation
in this training program. In addition, those who attend all three days of the program
and successfully complete the post test at the end of the program will receive a
CBRF Manager’s Certificate.
Registration Information
Registration Fee: The fee to attend this comprehensive training program is $305
per person for WAHSA members/subscribers and $405 per person for non-WAHSA
members.
This comprehensive
training program for
CBRF managers will
be recorded. The
complete program
will be available for
purchase on DVD.
The purchase of the
recorded program will
include the complete
CBRF Manual as
detailed in this
brochure.
What’s Included: This registration fee covers all education sessions as well as
breakfast, break refreshments, and lunch for the three days of the program, and
dinner for the first two days of the program. Overnight accommodations are not
included in this registration fee.
In addition, every program participant will receive a comprehensive CBRF Manual
with forms, policies, practical tips, resources, regulatory references, and other valuable
material designed to assist you in your role as a CBRF manager.
WAHSA members/subscribers also will receive a CD with the contents of the CBRF
Manual in downloadable ready-to-modify and use formats. (This CD is not available
to non-WAHSA members/subscribers.)
To Register: Complete the enclosed registration form and mail it, along with full
payment, to WAHSA, 204 South Hamilton Street, Madison WI 53703.
Refund Policy: Refunds will be made only if requested by November 5, 2010.
Meal Tickets: Tickets for all meal functions are included in the registration fee for
seminar participants. Because the registration fee is calculated as an all-inclusive
package, no discounts will be given to delegates who opt not to participate in any
given meal function or special activity.
Special Needs: If you have dietary restrictions, or if you have a disability and require
special accommodation, please check the appropriate space on the registration
form and describe your request in writing on a separate sheet of paper. Send this
information with your seminar registration form.

CBRF Manager’s Comprehensive Training Program
Registration
Facility/Organization ____________________________________ Phone # ___________________
Address _________________________________________________________________________
City, State, Zip Code _______________________________________________________________
If anybody attending from your organization requires special accommodation as specified under the
ADA, please check here and attach a separate sheet explaining these needs in detail.
If anybody attending from your organization requires special menus for food functions, please check here
and attach a separate sheet explaining these needs in detail.
Name and Title of Participant
1.
2.
3.
4.
5.
6.
7.
8.
9.
Registration fees are as follows (please make all checks payable to WAHSA):
$305 per person for WAHSA members/subscribers
Total number of participants
_________
$405 per person for non-WAHSA members
Total amount enclosed
(please make all checks payable to WAHSA)
$________
Complete and return this form to:
Wisconsin Association of Homes and Services for the Aging
204 South Hamilton Street, Madison, WI 53703
Phone: (608) 255-7060 Fax: (608) 255-7064 E-Mail: info@wahsa.org