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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 />

1


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 />

3


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 />

7


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 />

15


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 />

16


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 />

20


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 />

22


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

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