Housing and Health Care: Aging in Place Models


Tuesday, November 7: 10:45am – 12:15pm

Please join a riveting discussion regarding emerging trends in senior housing. The panelists will provide an overview of the state's Behavioral Health Redesign effort, and the new policies, rates, and changes to reimbursement rate coding for related services. They will also provide information about new services that can be offered by housing providers and their options for coding and reimbursement. Experts within the industry will also discuss aging in place.


Moderator:

K. Jay Kittenbrink, Episcopal Retirement Homes
Jay has 26 years of operational management experience over multiple HUD programs and ten years of Affordable Living Development experience with HUD, LIHTC, HOME, Project Based Vouchers and Federal Home Loan Bank AHP funding. He has successfully applied for both 9% and 4% LIHTC awards in Ohio, Indiana, and Kentucky. In 2012, Jay also facilitated the acquisition of a portfolio of four senior LIHTC properties in southwest Ohio totaling 167 units and in 2015 the acquisition of a portfolio of HUD subsidized six properties in south central Ohio totaling 330 units. He is certified as Housing Development Finance Professional and Housing Credit Certified Professional. His education includes a Bachelor of Arts in Pre-Ministerial Studies from Concordia College in Ann Arbor, MI and a Masters in Business Administration in Accounting from the University of Cincinnati.


Speakers:

Sharon Shaffer, Wallick Communities
Sharon Shaffer is Senior Vice President of Senior Living Development at Wallick Communities. She joined the company in June 2012 to start Wallick's fourth business division, Asset Management. Previously she was Senior Managing Director of Affordable Housing and Low Income Housing Tax Credits at Red Capital Group. Shaffer earned her BS in Finance from Marshall University and her MBA from The Ohio State University. Active in the community, Shaffer is a board member of the Marshall University Foundation and past president of the central Ohio chapter of Robert Morris Associates, a risk management professional association. A resident of Dublin, she enjoys gardening, reading and spending time with her family.

Michelle Norris, National Church Residences
Michelle Norris was named Executive Vice President of External Affairs and Strategic Initiatives in early March 2016 after serving for four years as Senior Vice President of Development and Public Policy. In her current role, Norris is guiding National Church Residences' mission toward greater focus, impact and investment. Her primary responsibilities include directing the implementation of the National Church Residences' five-year strategic plan initiatives. Those responsibilities include overseeing the expansion and impact of the National Church Residences' mission, public policy, community affairs, communications and public relations. Norris joined National Church Residences in 1993 as Director of Corporate Financial Services. She later became Chief Operating Officer of Housing Management, overseeing the management operations of the organization's affordable housing portfolio. She was later promoted to Chief Development Officer, overseeing the team that specializes in development of all new National Church Residences products, including HUD 202 and Low-Income Housing Tax Credit new construction, acquisitions and substantial rehabs. She was named President of National Church Residences Investment Corp. in 2014. Norris currently serves on the boards of the Stewards of Affordable Housing for the Future (SAHF) and Corporation for Supportive Housing (CSH). Michelle has served on the board of the National Affordable Housing Trust (NAHT) and has served as past president of the Ohio Housing Council and the National Affordable Housing Management Association (NAHMA). Norris holds a Bachelor's Degree from Miami University in Oxford, Ohio. In addition to her work in affordable housing, Ms. Norris enjoys long distance running, backpacking, and other outdoor activities. She is also an active member of the Vineyard Columbus Church.

Barbara Coulter Edwards, Health Management Associates
Barbara Coulter Edwards is a nationally recognized expert in Medicaid policy, including managed care, long-term care, behavioral health, and state and federal healthcare reform. As director of the Disabled and Elderly Health Programs Group at the federal Centers for Medicare and Medicaid Services, she was responsible for a wide array of national Medicaid program policy and oversight, including Home and Community-Based Long-Term Services and Supports Waivers, state plan options, and grant programs, including Money Follows the Person and the Balancing Incentives Program. She was also responsible for policy development and oversight of Medicaid integrated service models including managed care plans, health homes, and PACE; Medicaid pharmacy coverage and pricing; the application of essential health benefits to Medicaid expansion populations under the Affordable Care Act; the development of a strong focus on behavioral healthcare within the national Medicaid program; and providing leadership in the development and testing of national quality measures for community long-term services and supports. In this role, she worked closely with states, stakeholders, and other federal partners, including SAMHSA, the Administration for Community Living, ASPE, AHRQ, HUD, the Department of Labor, and the Department of Justice. Previously, Barbara served as director of Ohio's Medicaid and CHIP programs, the sixth largest Medicaid program in the country. She led significant program reforms, including implementation of Ohio's comprehensive strategy to promote access to home and community-based long-term services and supports, development of the state's first Preferred Drug List for outpatient prescription drugs, statewide expansion of managed care to serve Medicaid consumers, and implementation of Ohio's Children's Health Insurance Program. She served as vice chair of the executive committee of the National Association of State Medicaid Directors, and was invited to testify on behalf of state Medicaid programs before committees in both the U.S. Senate and House of Representatives. Barbara also served as a principal with Health Management Associates prior to CMS, serving public and private sector clients at a state, local, and national levels, with a particular focus on improved Medicaid program policy and operations for individuals with behavioral health and developmental disabilities. While with HMA, she served for six months as the interim director of the National Association of State Medicaid Directors, providing services to the nation's Medicaid programs, including analysis of federal regulations, and represented state interests before the Centers for Medicaid and Medicare Services and on the Hill.