PEAK 17 Staff Handbook_FINAL_booklet1FINAL2
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20<strong>17</strong> <strong>PEAK</strong> LEADERSHIP<br />
SUMMIT - STAFF HANDBOOK<br />
Hotel Location:<br />
Marriott Wardman Park Hotel<br />
2660 Woodley Rd NW, Washington, DC 20008<br />
(202) 328-2000<br />
Quick Room Reference:<br />
-Conference Office (<strong>Staff</strong> Only) - Marriott Coat Rm, Lobby Level<br />
-<strong>PEAK</strong> HQ – Registration/Info Desk & CE/Speaker Info Desk<br />
Marriott Registration Foyer, Lobby Level<br />
-Club Sodexo - Harding Room, Upper Level<br />
-Gold Partner Appointments - Room 8224, Lobby Level<br />
-Leadership Academy -Wilson A (& LeadingAge Main Conf. Rm)<br />
-Record Member Interviews -Room 8228, Lobby Level<br />
-Pod Cast - Room 8201, Lobby Level<br />
-<strong>Staff</strong> Lounge- Balcony B, Upper Level<br />
-Value First Appointments - Room 8223, Lobby Level<br />
We have put together this handy notebook to make attending the<br />
<strong>PEAK</strong> Leadership Summit and assisting members easier for you.<br />
Please take the time to read it carefully before going to the event.<br />
ABOUT THE EVENT<br />
<strong>PEAK</strong> Leadership is the place where like minds and divergent<br />
thinkers come together to ask questions, address issues, tackle<br />
challenges and harness the opportunities of our fast growing<br />
field. It’s 4 days of high level idea exchange with our members,<br />
business leaders, experts and advocates.<br />
Attendance: 1,100<br />
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Table of Contents<br />
About The Event 1<br />
First Things First....Who Does What? 3<br />
Before I Leave for <strong>PEAK</strong>: What Do I Do? 5<br />
When I Arrive at <strong>PEAK</strong>: What Do I Do? 7<br />
Onsite Communications & Logistics 8<br />
Financial Guidelines/Expenses 11<br />
Event Happenings – Things to Know! 12<br />
Questions Attendees May Ask 15<br />
Return Shipping Information 18<br />
LeadingAge Security/Crisis Management/<br />
Emergency Plan and Procedures<br />
19<br />
Floor Plans 28<br />
Schedule of Events 32<br />
My <strong>PEAK</strong> Responsibilities 38<br />
2
FIRST THINGS FIRST....WHO DOES WHAT?<br />
There are staff members in charge of several key areas. Please<br />
assist them with any requests they may have for your help. There<br />
is also staff from related service companies such as security and<br />
exhibit operations. Please familiarize yourself with their names.<br />
OVERALL EVENT OVERSIGHT<br />
Sharon Sullivan Overall Event & BaseCamp<br />
Julieta Holguin Overall Education Program<br />
GREAT MINDS GALA<br />
Sharon Sullivan<br />
LOGISTICS TEAM<br />
Linda Zielinski<br />
Heike Spichal<br />
EDUCATION TEAM<br />
Emily Lubin<br />
Meg Ogea<br />
Conference Activities<br />
Conference Activities<br />
Session Host Liaisons<br />
Kirsten Jacobs Session Hosts<br />
Robert Lagoyda<br />
Sharon Parver<br />
Assigned LeadingAge <strong>Staff</strong><br />
Regina Brady<br />
(Greenlight CEs)<br />
Kevin Bradley<br />
Wendy Green<br />
CE/Speaker Info Desk<br />
Leadership Academy<br />
ZONE MANAGERS (aka SWAT Team)<br />
Patrick Hunter<br />
Heike Spichal<br />
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20<strong>17</strong>/2018 SALES AND SPONSORSHIP<br />
Margaret Wanca-Daniels Sales/Supporters/Sponsors<br />
Danielle Gray<br />
Kathy Burke<br />
Amy Stalknecht<br />
Kiosk Expert Host Rel. &<br />
Business Rel.<br />
Freeman<br />
REGISTRATION/INFO DESK<br />
Essie Charles<br />
Amma Addo<br />
Irene Mercer<br />
Marquita Crawford<br />
Andrea Herrick (Vault)<br />
KEY VENDORS<br />
Hotel <strong>Staff</strong><br />
Shane Jones<br />
Marriott Conference Svcs<br />
Audio Visual - Hotel PSAV<br />
Responsible for all audio visual needs for concurrent sessions<br />
Raheel Khan<br />
General Session, Caucus and Great Minds Gala Production<br />
Midge Flinn-Yost Creative Director<br />
Brittney Lanni Producer<br />
Showcare Event Solutions<br />
Responsible for registration & CEs<br />
Emily Warner<br />
Lou Tally<br />
Metropolitan Management<br />
Responsible for security<br />
Leslie Warrick Hill<br />
Advocacy Associates - Hill Visit Operations<br />
Kaytee Yakacki<br />
4
BEFORE I LEAVE FOR <strong>PEAK</strong> LEADERSHIP SUMMIT...WHAT DO I<br />
DO?<br />
REVIEW SCHEDULE OF EVENTS AND FLOOR PLANS<br />
The answers to almost anything you need to know to<br />
successfully navigate the <strong>PEAK</strong> Leadership Summit are in this<br />
staff handbook. Please get familiar with the general information<br />
of the conference so you can answer questions from members.<br />
STAFF ASSIGNMENTS<br />
Review the staff assignments schedule to identify your job<br />
responsibilities and gain an understanding of your co-workers’<br />
responsibilities. If you are unclear about any assignment,<br />
contact Linda Zielinski as soon as possible.<br />
If you cannot fulfill your session host assignment:<br />
It is your responsibility to find a replacement to cover your<br />
assignment<br />
Notify Meg @ (703) 867-3543 of the change as soon as<br />
possible<br />
DOWNLOAD THE MOBILE APP<br />
Stay connected using our <strong>PEAK</strong> event app! Get quick access to<br />
the schedule of events and room locations, sessions, speakers,<br />
BaseCamp listing and descriptions, presentation material<br />
downloads, floor plans and more. **Online session evaluations<br />
and the PDF presentation files are located directly in the app (on<br />
the session screens).<br />
Download it from the app store. Simply search for LeadingAge<br />
Events or instead, access the app from your device browser<br />
with the quick link: ldng.ag/peak<strong>17</strong>app. Please familiarize<br />
yourself with the app and the information in it. If a member<br />
needs assistance, be empowered to help them! When onsite,<br />
Registration staff will also be on hand to help with any app<br />
questions attendees may have.<br />
5
LAPTOPS<br />
If you need a laptop for a session or meeting:<br />
Requests should be sent directly to Keith<br />
(KTate@LeadingAge.org) in advance<br />
Specify when and for how long you need the laptop as well<br />
as the session# or meeting name<br />
You are responsible for picking-up and dropping off laptops<br />
from/to the Conference Office<br />
CASH ADVANCES<br />
No one should incur additional travel expenses, so cash advances<br />
are not necessary. If you have special circumstances, please see<br />
Burt Hudson.<br />
WHAT TO WEAR<br />
The members and the exhibitors have been informed that the<br />
dress code for the annual meeting is business casual. Attire for<br />
the Great Minds Gala is dressy business. Wearing your<br />
LeadingAge logo shirt makes it easier for members to spot staff<br />
but is not mandatory. Don’t forget your name badge/magnet!<br />
The goal is to dress appropriately - that is, we do not want to<br />
make the members feel uneasy by “overdressing”, but we still<br />
want to show a nice, professional, positive image and look. For<br />
example, “smart casual” attire for men is khaki pants or slacks, a<br />
dress shirt without a tie or jacket; and for women, slacks with a<br />
sweater or blouse. Elegant business is what you’d wear to a<br />
wedding or special occasion.<br />
Important note regarding footwear: Be sure to wear<br />
comfortable shoes. When wearing the same shoes every day,<br />
whether standing and walking, can cause blisters and bruised<br />
soles (ouch!).<br />
OFFICE TELEPHONE/VOICE MAIL<br />
Put a short extended absence greeting on your VMS mailbox.<br />
Please be sure to let callers know your return date to the office.<br />
6
OFFICE COVERAGE<br />
Cheryl Jackson in Human Resources will be in the office when<br />
others are not. Ian Longmire will be working at the front desk. If<br />
you have any questions or situations that need to be handled<br />
while you are at <strong>PEAK</strong>, please contact Cheryl Jackson for<br />
assistance at 202-508-9403.<br />
Keep in mind there will be meetings and functions taking place in<br />
the Main Conference Room and elsewhere at LeadingAge during<br />
<strong>PEAK</strong> as well. Please make sure Gary Snowden and Ian Longmire<br />
are aware of these in advance to be prepared.<br />
WHEN I ARRIVE AT <strong>PEAK</strong>....WHAT DO I DO?<br />
IF YOU HEAR OF A MEMBER CHECKING IN THE HOTEL AND<br />
EXPERIENCING PROBLEMS WITH THEIR HOTEL<br />
RESERVATION...Go to the Conference Office in the Marriott<br />
Coat Room, Lobby Level or call Linda Z at (703) 675-0565 and let<br />
her know what the problem is...she will take care of it.<br />
WI-FI<br />
Connect to free Wi-Fi in the Marriott Wardman. Follow these<br />
instructions:<br />
Connect to SSID: Marriott Conference<br />
Launch a web browser<br />
Enter Conference Code <strong>PEAK</strong>, click submit<br />
EDUCATION OFFICE<br />
We no longer have an education office onsite, direct members<br />
to the CE/Speaker Info Desk at <strong>PEAK</strong> HQ (Registration desk). The<br />
Conference Office (Marriott Coat Room, Lobby Level) is for staff<br />
only—please do not send members there.<br />
FIRST AID...an aspirin...band aid, etc.<br />
Please do not give out any medication. Even an aspirin when<br />
mixed with other prescriptions, unknowingly can be deadly.<br />
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BUSINESS CENTER<br />
There is a Fed Ex Business Center in the Marriott Wardman,<br />
Mezzanine Level. If anyone need to make copies, please direct<br />
them here – any services would be at their own expense.<br />
BASECAMP BOXES<br />
BaseCamp companies are not permitted to use a HAND TRUCK<br />
to hand carry their boxes inside the hotel. It is against<br />
regulations. They can only hand carry (one trip) or use a small<br />
luggage cart. Anything larger they need to go around to the rear<br />
of the Hotel to the Loading Dock and have Freeman move their<br />
boxes to their kiosk.<br />
MEDICAL EMERGENCIES<br />
In the event of a medical emergency requiring an ambulance,<br />
please dial 0 from a red phone inside the hotel and ask to talk to<br />
Security. The dispatch will call 911 and give exact location within<br />
building/nearest street to ensure the ambulance comes to the<br />
correct area of the building, please assist until the ambulance<br />
arrives and then call Sharon’s cell phone (240) 398-0091.<br />
ACCESSIBILITY ISSUES<br />
Please radio Linda or Essie if any issues come up with<br />
accessibility arrangements; or if someone else needs special<br />
assistance. Elevators are located throughout the hotel, they are<br />
noted on the floor plans on the <strong>PEAK</strong> event app.<br />
ONSITE COMMUNICATIONS & LOGISTICS<br />
STAFF LOUNGE<br />
<strong>Staff</strong> meals will be served in the Marriott Wardman, Balcony B<br />
Room beginning on Sunday, Mar. 19 thru Wednesday, Mar. 22.<br />
Breakfast and lunch will be provided for you each day unless you<br />
are scheduled to be in a meeting with a meal (on Wed. it will be<br />
breakfast only).<br />
8
PROFESSIONAL DECORUM<br />
As a reminder…please do not eat, put your feet up, take your<br />
shoes off or sit in public areas or at the registration desk.<br />
Please use the staff lounge to take a break. Registration in<br />
particular needs to look clean and orderly at all times and we<br />
could use everyone's help with this. Those of you with<br />
assignments at registration, help by storing boxes behind the<br />
drapes and keeping beverages and food out of sight. Freeman<br />
labor can retrieve boxes as you need them and remove empty<br />
boxes from your area. There is no need to have them stacked up<br />
during the day.<br />
REGISTRATION - DAILY CHECK-IN PROCEDURES<br />
a.) If you are working at registration, check in at the starting<br />
time indicated on your staff assignments.<br />
b.) Let Essie (registration) know if you are taking a break and<br />
when you’ll be returning. Check out with them at the end of<br />
your assignments.<br />
c.) If an emergency should occur that will prevent you from<br />
reporting on time, you must notify Essie (registration) as far in<br />
advance of your reporting to them as possible. You can reach<br />
them by phone on one of the convention phone lines or by<br />
Nextel/walkie-talkie.<br />
NON EXEMPT STAFF CHECK-IN<br />
In order to record total work hours, non exempt staff should keep<br />
track of their own hours. Please inform Linda if you are in danger<br />
of going over 37.5 for the week, she will adjust the master staff<br />
schedule. This procedure will assist the team leader in identifying<br />
any possible staffing shortages and will help us find you if a<br />
problem should arise.<br />
9
ONSITE COMMUNICATIONS<br />
Telephones will be located in the following areas (these are also<br />
listed in the on-site program):<br />
Marriott Wardman Park Hotel<br />
(Main Number) 202-328-2000<br />
<strong>PEAK</strong> HQ – Registration/Info Desk<br />
Marriott Reg Area 202-745-2180<br />
Nextels/Walkie-talkies: We will be using a walkie-talkie system<br />
for direct communications. If you’re assigned a walkie-talkie,<br />
remember to be calm, professional and brief when using them—<br />
there are several of them in use, so don’t tie them up for long<br />
communications. If necessary, call each other back on the phone.<br />
The following people will be on Nextel/Walkie-talkie:<br />
Sharon S Showcare (1) and (2)<br />
Margaret Shane (hotel)<br />
Danielle Julieta<br />
Meg<br />
Emily L<br />
Patrick Heike<br />
Linda Z Essie/Reg Desk<br />
The following staff will also be carrying cell phones if you need<br />
immediate attention:<br />
Sharon Sullivan (240) 398-0091<br />
Julieta Holguin (202) 487-8263<br />
Linda Zielinski (703) 675-0565<br />
Heike Spichal (202) 445-5836<br />
Meg Ogea (703) 867-3543<br />
Katie Sloan (240) 401-4685<br />
Hotel Logistics - Red Coat (202) 359-1916<br />
SOCIAL MEDIA<br />
The <strong>PEAK</strong> Leadership Summit provides an opportunity to use<br />
social media to receive event updates, join in on trending<br />
conversations and share <strong>PEAK</strong> experiences. To view what others<br />
10
are sharing on Facebook, Twitter and Instagram, search<br />
#<strong>PEAK</strong><strong>17</strong>.<br />
TWITTER. @LeadingAge will be tweeting at <strong>PEAK</strong> and using the<br />
event’s hashtag. Add #<strong>PEAK</strong><strong>17</strong> to your tweets so others can<br />
easily follow event-related tweets.<br />
FACEBOOK. Use Facebook.com/LeadingAge to share the <strong>PEAK</strong><br />
experience.<br />
INSTAGRAM. Don’t forget to add #<strong>PEAK</strong><strong>17</strong> to your photos so<br />
other members at the event can enjoy your shots.<br />
COPIER<br />
The Conference Office will NOT have a copier available. If you<br />
have a copy job, please have it copied back at the office. There is<br />
a business center in the Hotel, but it should only be used for<br />
emergencies. In case of emergency, please ask a Conference<br />
staff person (in the Marriott Coat Room, Lobby Level) to approve<br />
copying on the master account. Speakers who need to copy<br />
handouts will need to produce them at THEIR OWN COST in the<br />
Marriott’s FedEx business center.<br />
SIGN MAKING<br />
If you have sign needs on-site, there will be equipment in the<br />
Conference Office/Marriott Coat Room, Lobby Level.<br />
EMERGENCIES<br />
Sharon and Linda are the main Medical Emergency contacts. In<br />
case of an emergency, immediately dial “0”on a hotel phone and<br />
contact the operator. Tell the operator the situation and<br />
location of the emergency. Then call Sharon or Linda. It is<br />
important that LeadingAge maintain contact with anyone who is<br />
hospitalized.<br />
FINANCIAL GUIDELINES & EXPENSES<br />
The Marriott Wardman Park Hotel is only 2 blocks from our<br />
office, so we don’t anticipate any staff incurred expenses for<br />
Washington based employees. If any early morning or late<br />
11
evening assignment affects your transportation costs, then you<br />
may expense them.<br />
MEAL REIMBURSEMENTS<br />
For DC Based Employees: Breakfast and lunch is in the staff<br />
lounge, therefore not reimbursable. If you work past 7 pm and<br />
you are not attending a dinner function, you may expense<br />
dinner. Please note that our typical reimbursements policies are<br />
in place. No alcohol will be reimbursed. All meal expense<br />
requests should be accompanied by an itemized receipt and<br />
include who else attended the meal. Please note, no meal should<br />
be more than $50 per person total for each day unless prior<br />
approval was given.<br />
For Remote Employees: Breakfast and lunch is in the staff<br />
lounge, therefore not reimbursable. For dinner, please follow<br />
LeadingAge’s travel reimbursement guidelines, which include the<br />
policies listed above.<br />
EVENT HAPPENINGS - THINGS TO KNOW!<br />
General Session Location: Marriott Ballroom<br />
Club Sodexo: Harding Room<br />
Attendees can stop by to grab a cup of coffee, check email or just<br />
clear their mind in this executive lounge available in the Harding<br />
Room (top of the escalators, Mezzanine Level). Open daily<br />
Sunday-Wednesday; please see the schedule of events on the<br />
event app for hours.<br />
LeadingAge Open House Hours<br />
Members are invited to stop by and see the building during any<br />
of the Open House hours:<br />
Monday - Wednesday, 9:00am – 5:00pm<br />
Please be sure to tidy up your office area.<br />
12
PINNACLE<br />
Formerly called CEMO, PINNACLE is taking place on Sunday,<br />
Mar. 19 – this is an event designed for leadership teams of<br />
multisite provider member communities. The event requires a<br />
separate fee and only multi-site provider members can attend.<br />
PINNACLE Schedule:<br />
Sunday, 11:30am<br />
Welcome/Networking Lunch – Marriott, Delaware A<br />
Sunday, 12:30pm<br />
Presentation/Workshop - Marriott –Virginia AB<br />
Sunday, 6:00pm<br />
Networking Reception & Dinner – LeadingAge: Main Conference<br />
Room<br />
GREAT MINDS GALA<br />
The Great Minds Gala will be held on Monday evening, Mar. 20<br />
as a separate ticketed event (reception at 6 pm, dinner program<br />
at 7 pm) in the Marriott Ballroom. If you didn’t RSVP, please let<br />
Sharon Sullivan know asap! Members can buy tickets thru noon<br />
on Monday. Starting 2pm, gala registrants can get their table<br />
assignments at the <strong>PEAK</strong> HQ - Registration Desk. All gala<br />
proceeds will benefit the LeadingAge Innovations Fund and the<br />
Integrace Institute. Our partner in the Great Minds Gala is<br />
LeadingAge member Integrace. Jackie Harris, President and CEO<br />
and Cindy Yingling, VP of Philanthropy are our main contacts.<br />
BaseCamp<br />
BaseCamp replaces the traditional exhibit hall with a strategic<br />
networking and gathering place for attendees. Attendees can<br />
explore topic-specific BaseCamp zones – including Air Time<br />
sessions and visit 50 experts at their kiosks. A new feature this<br />
year is our Brain2Brain Question where members can share<br />
important data with Kiosk Experts and then receive back how all<br />
attendees answered those same questions.<br />
13
BaseCamp Hours:<br />
Monday, 9:30am – 1:00pm<br />
(BaseCamp Open with Lunch 11:30am-12:30pm)<br />
Monday, 4:30 – 5:30pm<br />
(BaseCamp Open with Cocktails)<br />
Tuesday, 9:30am – 12:00pm<br />
(BaseCamp Open with Lunch 11:30am-12:00pm)<br />
LOBBY DAY<br />
Lobby Day is Wednesday, March 22 nd – a NEW day this year.<br />
Hundreds of our members will be visiting their members of<br />
Congress on Capitol Hill and letting their voice be heard. All<br />
lobbying participants will be provided with a personalized<br />
lobbying schedule and lobbying packet complete with issue<br />
briefs and other information. Members should stop by the<br />
registration desk where the Hill Visit consultants will be staffing<br />
an information table, starting on Tuesday. Questions prior to<br />
that should be directed to Niles, Marsha G or Marsha PG<br />
The Capitol Hill Briefing & State Caucus is on Wednesday<br />
morning. The session will be from 8:30 -10:00a.m. After the<br />
Capitol Hill Briefing, states will caucus for 30 minutes to allow<br />
our members to both prepare and to meet as state delegations<br />
and plan their Hill visits taking place this same day. Members will<br />
be served a continental breakfast starting at 8:00 a.m. in the<br />
Marriott Ballroom.<br />
Session hosts can assist with the distribution of materials at the<br />
beginning of the session, including evaluation forms, and session<br />
hosts will need to be at the doors to help members scan their CE<br />
cards at the beginning and end.<br />
Floor (table) plans showing general area assignments for each<br />
state will be posted in the Marriott Ballroom and “state” signs<br />
will be in the vicinity of “their” tables.<br />
14
It could be there will be a shortage of seating for some states –<br />
due to encroachment by members from other states – but this<br />
should all even out during the caucus when members can move<br />
chairs to fit their needs. If upon arrival members find their<br />
state’s table(s) full, simply help them find an empty seat at a<br />
table nearby.<br />
ADVOCACY DAY APP<br />
Attendees can get the most out of their congressional visits with<br />
the AdvocacyDay app. Some of the app’s features include:<br />
• Full schedule of visits, push notifications of changes and mapto-meeting<br />
function<br />
• Talking points and electronic leave behinds<br />
• Research on members of Congress and relevant bills<br />
Please direct attendees to the Advocacy Associates staff at the<br />
scheduling table at <strong>PEAK</strong> HQ, Lobby Level (and on Wednesday<br />
inside the Marriott Ballroom) for all the information they need to<br />
access the AdvocacyDay app.<br />
QUESTIONS ATTENDEES MAY ASK<br />
Metro Farecards to Congressional Briefing Visits:<br />
All <strong>PEAK</strong> Conference attendees, upon request, will receive a<br />
complimentary at the Caucus or at <strong>PEAK</strong> HQ- Registration/Info<br />
Desk.<br />
WHERE CAN I EAT AT THE MARRIOTT?<br />
Harry’s is located in the main lobby. Stone’s Throw Restaurant is<br />
located on the level above the atrium. It offers light fare and is<br />
open for breakfast, lunch and dinner.<br />
WHERE CAN I GET A CUP OF COFFEE OR QUICK BITE?<br />
Woodley Park Pantry is the Marriott’s coffee house and cafe –<br />
next to the 24 th Street Entrance. Breakfast Items, sandwiches,<br />
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soup, salads, dessert items, coffee, sodas, soft beverages,<br />
bottled- juices, chocolates, candy bars, ice cream<br />
WHERE DO I PARK?<br />
The hotel has parking for $45 per day, or valet for $50 per day.<br />
NEED A TAXI?<br />
Outside the Main Lobby.<br />
WHERE’S THE ELEVATOR?<br />
There are located off the main lobby between the main entrance<br />
and the 24 th Street Entrance. They are to the left when using the<br />
Main Entrance and to the right when using the 24 th Street<br />
Entrance.<br />
HOW DO I GET TO THE HILL?<br />
METRO RAIL<br />
The Marriott Wardman Park Hotel is conveniently located two<br />
blocks from the Woodley Park/Zoo Metro Station on the Red<br />
Line.<br />
Metro Farecards Available to Congressional Briefing Visits<br />
All <strong>PEAK</strong> Conference attendees, upon request, will receive a<br />
complimentary Metro farecard at the LeadingAge Registration<br />
Desk. The farecard covers one roundtrip ride to Capitol Hill from<br />
the Woodley Park/Zoo Metro Station, located one block from<br />
the Marriott Wardman Park Hotel. The registrant’s metro stop<br />
will vary depending upon which congressional office they are<br />
visiting.<br />
Please consult the <strong>PEAK</strong> app for detailed metro directions to<br />
Capitol Hill.<br />
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WHAT ARE THE CONGRESSIONAL OFFICE ADDRESSES?<br />
Senate Buildings:<br />
Russell Senate Office Building – Delaware & C Streets, NE<br />
Dirksen Senate Office Building – 1 st St & Constitution Ave, NE<br />
Hart Senate Office Building – 2 nd St & Constitution Ave, NE<br />
House Buildings:<br />
Cannon House Office Building – 1 st St & Independence Ave, SE<br />
Longworth House Office Building – Independence & New Jersey<br />
Ave, SE<br />
Rayburn House Office Building – Independence Ave & So. Capitol<br />
St, SW<br />
Other Addresses:<br />
U.S. Capitol Police Headquarters – 119 D Street, NE<br />
400 N. Capitol Street, NW<br />
190 D Street, NE<br />
U.S. Capitol Visitor Center – First Street, NE<br />
Ford House Office Building – 300 D Street, SW<br />
Library of Congress (Thomas Jefferson Building) – 10 th First<br />
Street, SE<br />
John Adams Building (Library of Congress) – 110 2 nd Street, SE<br />
James Madison Memorial Building (Library of Congress Annex) –<br />
101 Independence Ave, SE<br />
U.S. Supreme Court – 1 First Street, NE<br />
<strong>17</strong>
RETURN SHIPPING INFORMATION<br />
Color Codes for 20<strong>17</strong><br />
You should affix a colored floor label to the top of your boxes so<br />
that they can easily be identified and be delivered to your floor.<br />
P-1 Level = Blue<br />
2 nd Floor = Red<br />
3 rd Floor = Yellow<br />
1. Obtain a return ship log; address label and colored floor<br />
label from the Conference/Education Office (Marriott<br />
Coat Room, Lobby Level).<br />
2. Pack your boxes.<br />
3. Place a LeadingAge return address label AND COLORED<br />
LABEL on the TOP of the box and complete a log sheet<br />
located in the Conference Office (Marriott Coat Room,<br />
Lobby Level).<br />
4. Your boxes must be placed in one of two areas: The<br />
Conference Office (Marriott Coat Room, Lobby Level),<br />
Registration Area (Marriott Convention Registration<br />
Desk, Lobby Level). IMPORTANT: Do not leave boxes in<br />
any location other than the Conference Office and<br />
Registration Area. The boxes will be left behind.<br />
5. Return ship logs must be placed in the tray in the<br />
Conference Office by 11:00 a.m. on Wednesday, March<br />
22. Be sure to indicate TOTAL number of boxes, as well<br />
as which pick up area your boxes are located at.<br />
6. Please see Essie Charles if you have any questions.<br />
18
LEADINGAGE SECURITY/CRISIS/EMERGENCY MGMT PLAN<br />
Extra Security Measures Being Taken:<br />
<br />
<br />
<br />
<br />
There will be increased security at the hotel. Off-duty<br />
police officers will be stationed in key areas for<br />
additional security.<br />
Strict badge checking will be enforced. All vendors,<br />
service providers, attendees and staff will be required to<br />
have badges and wearing proper identification. Those<br />
who forget or lose their badges will be required to show<br />
photo identification to acquire a replacement badge.<br />
The security company has been contacted regarding<br />
security checks on their personnel.<br />
Authorized paperwork will be checked on all<br />
delivery/exhibitor freight trucks before they are brought<br />
up to the loading dock. Additional security personnel<br />
will be placed at the driveway entrances in both the<br />
front and back sections of the Marriott Wardman Park<br />
Hotel<br />
IF A CRISIS OCCURS….What’s Next?<br />
The Conference should proceed as planned; however, as part of<br />
any good contingency plan, one must be prepared for a serious<br />
crisis situation. The course of action taken varies slightly based<br />
on when the crisis occurs. The following details procedures to<br />
be taken by LeadingAge based on the timing of crisis and the<br />
status of arrivals.<br />
Emergency Leadership Team:<br />
In crisis situations, a small group – Katie Sloan, Burt Hudson,<br />
Sharon Sullivan, Amanda Marr and Julieta Holguin will<br />
determine whether or not the meeting will be canceled and/or<br />
19
next steps to be taken. These individuals will confer by<br />
conference call should a decision need to occur prior to<br />
departing for the Summit. If already at the Marriott, this group<br />
should report to the <strong>Staff</strong> Lounge. Should location or other<br />
arrangements change, Sharon will communicate meeting place<br />
and time via text or email, so please check your phones.<br />
MEETING CANCELLED PRIOR TO THE START OF MOVE-IN<br />
Status: Little to NO staff has arrived, no attendees or<br />
BaseCamp hosts have arrived<br />
Procedures:<br />
A voice telephone broadcast will be made to all registrants and<br />
related groups with a recorded message from the president or<br />
LeadingAge Chair. The service provider is Indatus at<br />
www.indatus.com. Broadcast faxes e-mails will also be sent.<br />
Required: Registration lists will be uploaded by Conference<br />
Services.<br />
<br />
<br />
<br />
<br />
<br />
www.LeadingAge.org will be updated with cancellation<br />
information and a link to the travel technology for<br />
information on airline schedules and refunds.<br />
A script will be provided to the hotel operators with<br />
cancellation information.--Amanda<br />
All staff will update their voicemail at the office and if<br />
applicable on hotel room telephones with the same<br />
statement.<br />
The hotel and all vendors supplying services to the<br />
meeting will be contacted and financial status will be<br />
determined.<br />
An Emergency Telephone Tree will be put in place by<br />
Cheryl Jackson to contact any staff who has not yet<br />
traveled to Washington (regionals/remote staff).<br />
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We will use the snow emergency LeadingAge call in<br />
number at (202) 508-9491 for staff to get<br />
information. The phone mail will be kept up to date<br />
with the latest information on the status for staff and<br />
staff’s family members to call in.<br />
Policies for refunds of exhibitor and registration fees will<br />
be determined. Written communications to be prepared<br />
and sent out outlining these policies.<br />
<br />
In the case that a few key staff may have already left for<br />
Washington-- Linda Zielinski will work with them to<br />
secure transportation home (regionals/remote staff).<br />
MEETING CANCELLED DURING MOVE-IN<br />
Status: Most staff and some registrants have already arrived,<br />
some are still in route.<br />
Procedures:<br />
<br />
<br />
<br />
<br />
All vendors and Marriot Wardman Park Hotel senior staff<br />
will meet in the LeadingAge Conference office –Marriott<br />
Coat Room, Lobby Level to review implementation of<br />
cancellation plans.<br />
Amanda Marr will appoint staff to be in charge of<br />
watching the news and reporting back to the rest of the<br />
staff on the actual situation so that decisions can be<br />
based on facts, not rumors.<br />
The hotel will be contacted by Linda Z. Flexible<br />
cancellation policies will be sought.<br />
An Emergency Telephone Tree will be put in place by<br />
Cheryl Jackson to contact any staff who has not yet<br />
21
traveled to Washington (regionals and remote staff).<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
We will use the snow emergency LeadingAge call in<br />
number of (202) 508-9491 for staff to get<br />
information. The phone mail will be kept up to date<br />
with the latest information on the status for staff and<br />
staff’s family members to call in.<br />
Amanda will draft a broadcast message from the<br />
president or Chair. We will also have a voicemail<br />
message on the main LeadingAge number giving all<br />
necessary details to incoming callers. A voice telephone<br />
broadcast will be made to all registrants and related<br />
groups with a recorded message from the president or<br />
LeadingAge Chair. The service provider is Indatus at<br />
www.indatus.com. Broadcast faxes e-mails will also be<br />
sent.<br />
Required: Registration lists will be uploaded by<br />
Conference Services.<br />
Since BaseCamp hosts will be moving in, they will be<br />
contacted on-site and through a call to their home office.<br />
www.LeadingAge.org will be updated with cancellation<br />
information.<br />
A script will be provided to the hotel operators with the<br />
cancellation information—Amanda Marr<br />
All staff will update their voicemail on office and hotel<br />
room telephones with the same statement.<br />
Arrange for personnel will be at entrances to the<br />
Marriott Wardman Park Hotel to let people who may not<br />
have received the message that the meeting has been<br />
canceled. This will also be posted in key locations.<br />
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Meetings with all staff will continue on a frequent basis<br />
as long as necessary. <strong>Staff</strong> will be kept updated and<br />
assured that everything possible is being done to get<br />
them home safely. To the extent possible if buses can be<br />
used to arrange transportation for any attendees or<br />
exhibitors who have already arrived, that will be done.<br />
Information on rental cars, airlines and carpooling will be<br />
posted on bulletin boards in the Marriott Wardman Park<br />
Hotel lobby. TV monitors tuned to news stations will<br />
also be placed in the lobby.<br />
Policies for refunds of exhibitor and registration fees will<br />
need to be determined. Written communications will<br />
be prepared and sent out outlining these policies.<br />
CRISIS OCCURS DURING MAIN CONFERENCE DAYS<br />
Status: All registrants and related personnel are in<br />
Washington.<br />
If it is determined that the meeting should progress until<br />
conclusion, but transportation home is limited:<br />
Procedures:<br />
<br />
<br />
Amanda to draft communication to attendees and<br />
delegates, speakers, exhibitors, and related groups.<br />
Information will include hotel policies and information<br />
about airports. All groups will be assured that the most<br />
accurate information available will be provided to them<br />
to assist them in making their plans.<br />
Using the all hotel paging system, we will work with the<br />
hotel on: Announcements to be made in the BaseCamp,<br />
in the education sessions, and in the hotel functions.<br />
23
Marriott Wardman Park Hotel management will be<br />
contacted and asked to extend the Conference rate as<br />
long as necessary.<br />
Cell phones may not work. Other communication<br />
vehicles will be sought.<br />
Exhibitors and speakers will be counseled about the<br />
importance of staying the course.<br />
If decision is to continue with the event, continued<br />
communications will assure everyone that the scheduled<br />
events will be held as planned. Televisions will be set up<br />
in key places to provide people with access to national<br />
news coverage so that they can see what is going on and<br />
not feel the need to go to their hotel rooms.<br />
www.LeadingAge.org will be updated with information<br />
and a link to the travel technology for information on<br />
airline schedules.<br />
Building evacuation plans will be on hand should that<br />
become necessary. All staff will have a copy of the<br />
evacuation plan for the Marriott Wardman Park Hotel.<br />
A message board will be set up in the Registration Area<br />
and/or the event app if operational for ride-sharing,<br />
airport and car rental updates.<br />
Updates will also be recorded on message center voice<br />
mail and in hotel operator phones as needed.<br />
Since some members will not attend, policies for refunds<br />
of exhibitor and registration fees will need to be<br />
determined. Amanda Marr to assist with written<br />
communications to be prepared and sent out outlining<br />
these policies.<br />
24
EMERGENCIES THAT REQUIRE FACILITY EVACUATION<br />
Procedures:<br />
<br />
<br />
<br />
<br />
Copies of the Marriott’s and LeadingAge’s evacuation<br />
plans for major emergencies will be given to staff. In<br />
these cases, it is the Hotel’s decision to evacuate or not.<br />
During regular Conference hours: In the case of<br />
evacuation—ALL LEADINGAGE STAFF should report to<br />
the front grass area turn about by the valet stand of the<br />
Marriott Wardman Park. Linda Zielinski is the main<br />
contact here. Please check in with her<br />
immediately. <strong>Staff</strong> will be given information and<br />
dispatched into multiple jobs to help us manage the<br />
situation at hand.<br />
Off Hours: In the case of evacuation—ALL LEADINGAGE<br />
STAFF should follow the evacuation instructions of the<br />
hotel, and look for Sharon and Linda at the evacuation<br />
exit. <strong>Staff</strong> will be given information and perhaps<br />
dispatched into multiple jobs to help us manage the<br />
situation at hand. If you are commuting, please remain<br />
at home and await further instructions.<br />
In the case of a short time frame that the building is not<br />
accessible, the facility staff will communicate with the<br />
people who are escorted outside the building to let them<br />
know when they can return. If everyone has returned to<br />
the hotel, communications will be delivered to the hotel<br />
and to staff.<br />
MEDICAL EMERGENCIES<br />
<br />
Medical personnel are available in the Hotel Security<br />
Office. They can be reached by dialing 0 on a hotel house<br />
phone. The location, equipment and the extent of the<br />
25
service provided have been reviewed.<br />
<br />
<br />
<br />
In the event of a medical emergency, Sharon Sullivan<br />
and Linda Zielinski should be informed. A LEADINGAGE<br />
staff member will be assigned to follow up with making<br />
sure that family and office have been contacted, and to<br />
monitor the status of the individual’s medical care and<br />
transportation home.<br />
Emergency medical information is printed in the<br />
program.<br />
In the Hotel, emergency care is initiated by calling 0 from<br />
one of the house phones.<br />
DEMONSTRATIONS/CONFRONTATIONS<br />
In the event of a demonstration:<br />
<br />
<br />
<br />
<br />
<br />
Security will be enhanced to provide additional<br />
protection for meeting attendees.<br />
Local police will be contacted to assure their cooperation<br />
and understanding of the appropriate level of security<br />
measures.<br />
Everything possible will be done to assure that the<br />
demonstration is peaceful.<br />
To the extent possible, meeting participants will be<br />
advised to reduce the element of surprise.<br />
Amanda Marr will be responsible for press contacts to be<br />
certain that the position of LeadingAge is made clear. A<br />
position statement will be prepared and officers/<br />
members identified who are willing to be interviewed on<br />
behalf of LeadingAge should the occasion arise.<br />
26
Emergency Team Roles and Responsibilities<br />
Katie Smith Sloan, President/CEO: Liaison to Board of Directors<br />
and LeadingAge Members.<br />
Sharon Sullivan, VP, Conference and Expositions Liaison to<br />
President/CEO, LeadingAge Chair, hotel and Marriott Wardman<br />
Park Hotel management response team and city terrorism task<br />
force. Liaison to insurance company, liaison to board on<br />
financial implications. Communicate with Crisis Team,<br />
Emergency Management Team, and Liaison to all security<br />
personnel. Medical emergency contact.<br />
Julieta Holguin, VP, Education: Communicate with speakers;<br />
assist with delivery of communications to participants already at<br />
the conference. Member of the Emergency Team.<br />
Amanda Marr, VP, Communications: Responsible for content of<br />
voice, e-mail and fax broadcasts. Write communications to<br />
attendees already on-site. Monitor news and communicate with<br />
staff. Distribute press releases. Member of Crisis Team.<br />
Burt Hudson, SVP of Administration and Business Development:<br />
Member of the Crisis Team. Communicate with BaseCamp<br />
companies and sponsors; assist with delivery of communications<br />
to participants already at the conference<br />
Linda Zielinski, Director, Conferences: Account for all staff in an<br />
emergency during conference hours, assist with delivery of<br />
communications to participants already at the conference and<br />
other key vendors. Set up of telephone systems, televisions,<br />
American Red Cross personal counseling desk. Set up travel<br />
services help desk, provide information on airports, car rentals,<br />
trains, buses, ride-sharing. Dispatches information and teams as<br />
determined<br />
All <strong>Staff</strong> and LeadingAge Board: Assist with the above<br />
communications and procedures where needed and assigned.<br />
27
Floor Plans<br />
28
29
30
31
Schedule of Events (Saturday/Sunday)<br />
Date/Time Event Location<br />
Saturday, March 18<br />
11:00am - 6:00pm Leadership Academy Meeting (Yellow) Wilson A<br />
Sunday, March 19<br />
8:00am - 5:00pm Registration Open <strong>PEAK</strong> HQ - Registration, Lobby Level<br />
1:00 - 5:00pm Club Sodexo Harding<br />
8:30am - 12:30pm Public Policy Congress Maryland Room<br />
PPC Breakout Washington 1<br />
PPC Breakout Washington 2<br />
PPC Breakout Washington 3<br />
9:00am - 5:00pm Leadership Academy Meeting (Yellow) Wilson A<br />
10:00am - 7:00pm Exhibitor Set Up Hall A<br />
11:30am Pinnacle Welcome & Networking Lunch Delaware A<br />
12:30 - 5:30pm Pinnacle Keynote & Workshop Virginia AB<br />
1:00 - 4:00pm Leadership Academy Rehearsals Virginia C<br />
1:00 - 5:00pm 40-P. Ageism Workshop Marriott Ballroom, Salon 1<br />
1:00 - 5:00pm 41-P. Philanthropy Workshop Delaware B<br />
2:30 - 6:30pm CAST Commission Meeting Washington 3<br />
5:15pm - 8:15pm Leadership Academy Meeting & Dinner (Blue) Virginia C<br />
6:00pm - 8:00pm Pinnacle Reception & Dinner LA: Main Conference Rm<br />
6:00 - 8:30pm Pre Dinner for Gala VIPs Wilson B<br />
6:30 - 8:00pm CAST Commission Dinner Washington 2<br />
32
Monday, March 20<br />
6:00 - 7:00am Morning Exercise - Boot Camp Washington 3<br />
7:00am - 5:00pm Registration Open <strong>PEAK</strong> HQ - Registration, Lobby Level<br />
7:00am - 5:00pm Club Sodexo Harding<br />
7:00 - 8:00am New CEO Breakfast 8226<br />
8:00 - 9:30am General Session Marriott Ballroom<br />
9:30am - 1:00pm BaseCamp Open with Lunch Hall A, Lower Level<br />
(lunch service 12:00 -1:00)<br />
9:45am - 12:45pm Study Circle (Leadership Academy Yellow/Blue) Washington 5<br />
12:00 - 1:30pm Study Circle Lunch Washington 6<br />
10:00 - 11:00am Budget and Finance Committee 8226<br />
10:00 - 11:00am Managed LTSS Programs Washington 2<br />
10:00am - 12:30pm Value First Board of Directors Meeting Washington 3<br />
1:00 - 4:30pm Leadership Workshop (1-A) Marriott Ballroom, Salon 1<br />
1:00 - 2:30pm Education Sessions (B)<br />
2-B Maryland<br />
3-B Delaware B<br />
4-B Virginia AB<br />
5-B Virginia C<br />
6-B Delaware A<br />
1:00 - 5:00pm Executive Forum Washington 1<br />
2:00 - 7:30pm Great Minds Gala Registration Open <strong>PEAK</strong> HQ - Registration, Lobby Level<br />
3:00 - 4:30pm Business Strategy Council 8226<br />
Schedule of Events (Monday)<br />
33
Schedule of Events (Monday, cont’d)<br />
3:00 - 4:30pm Education Sessions (C)<br />
7-C Maryland<br />
8-C Virginia AB<br />
9-C Delaware A<br />
10-C Delaware B<br />
11-C Virginia C<br />
4:30 - 5:30pm BaseCamp Cocktails Hall A, Lower Level<br />
5:00 - 6:00pm VIP Reception Virginia AB<br />
6:00 - 7:00pm Great Minds Gala Reception Marriott Ballroom Foyer, Upper Level<br />
7:00 - 9:30pm Great Minds Gala Dinner Marriott Ballroom<br />
34
Schedule of Events (Tuesday)<br />
Tuesday, March 21<br />
7:30 - 8:30am Value First Owners Meeting Washington 6<br />
7:30am - 5:00pm Registration Open <strong>PEAK</strong> HQ - Registration, Lobby Level<br />
7:30am - 5:00pm Club Sodexo Harding<br />
8:00 - 9:30am Single Site Life Plan Community (CCRC) Network Washington 1<br />
8:00 - 9:30am Forums (D)<br />
12-D Maryland<br />
13-D Delaware A<br />
14-D Virginia AB<br />
15-D Virginia C<br />
16-D Delaware B<br />
8:00 - 10:00am Workforce Advisory Group Washington 2<br />
8:30am - 4:30pm Leadership Academy Meeting (Blue) LA: Main Conference Room<br />
9:30am - 12:00pm BaseCamp Open (lunch service 11:30am) Hall A, Lower Level<br />
10:00 - 11:30am Membership Network Washington 3<br />
10:00 - 11:30am Gold Partner PointClick Care 8226<br />
10:00am - 12:00pm Executive Committee 8222<br />
10:00am - 12:00pm Policy Wonks Washington 5<br />
12:00 - 3:30pm 18-E. Leadership Workshop Marriott Ballroom, Salon 1<br />
12:00 - 4:00pm Exhibit Hall Tear Down Hall A, Lower Level<br />
12:00 - 5:00pm Board of Directors Meeting Wilson AB<br />
35
Schedule of Events (Tuesday, cont’d)<br />
12:00 - 1:30pm Education Session (F)<br />
19-F Maryland<br />
20-F Washington 1<br />
21-F Delaware B<br />
22-F Delaware A<br />
23-F Virginia C<br />
2:00pm - 3:30pm Education Session (G)<br />
24-G Maryland<br />
25-G Delaware B<br />
26-G Virginia C<br />
27-G Virginia AB<br />
28-G Delaware A<br />
2:00pm - 3:30pm Sodexo 8226<br />
4:00 - 5:30pm Education Session (H)<br />
29-H Maryland<br />
30-H Marriott Ballroom, Salon 1<br />
31-H Delaware A<br />
32-H Delaware B<br />
33-H Virginia C<br />
5:45 – 6:45pm Alumni Board Meeting LA: Ivy<br />
6:00pm Board of Directors Meeting offsite: Stoddard Baptist Homes<br />
6:30 - 8:00pm Alumni Network Shared Learning Dinner LA: Main Conference Rm<br />
8:30 - 10:00pm Alumni Fellowship Gathering offsite: Mama Aeysha's<br />
36
Wednesday, March 22<br />
7:30 - 10:30am Registration Open <strong>PEAK</strong> HQ - Registration, Lobby Level<br />
7:30 - 10:30am Club Sodexo Harding<br />
8:00am Lobby Day Breakfast Marriott Ballroom<br />
8:30 - 10:00am Capitol Hill Briefing & State Caucus Marriott Ballroom<br />
10:00am - 4:00pm Group Hill Visits Offsite<br />
5:30 - 8:00pm Leadership Academy Meeting/Dinner (Yellow & Blue) LA: Main Conference Rm<br />
Schedule of Events (Wednesday)<br />
37
My <strong>PEAK</strong> Responsibilities<br />
Sunday, Mar. 19<br />
_____________________________________________________<br />
_____________________________________________________<br />
_____________________________________________________<br />
Monday, Mar. 20<br />
_____________________________________________________<br />
_____________________________________________________<br />
_____________________________________________________<br />
_____________________________________________________<br />
Tuesday, Mar. 21<br />
_____________________________________________________<br />
_____________________________________________________<br />
_____________________________________________________<br />
_____________________________________________________<br />
Wednesday, Mar. 22<br />
_____________________________________________________<br />
_____________________________________________________<br />
_____________________________________________________<br />
38
Thank you<br />
for all you do to make<br />
<strong>PEAK</strong> a success!<br />
39