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Monday, February 22 - Pre-Conference
Lunes, 22 Febrero - Pre-Conferencia

12:00 - 1:00 pm EST

1:00 - 1:30 pm EST

1:30 - 2:30 pm EST

Home Care Cooperative Governance

Introduction and refresher on board, management and member roles, building engagement and more.

La Gobernanza de Cooperativas de Atención Domiciliaria

La introducción y la actualización sobre el consejo de administración, la gestión, los papeles de miembros, la participación de miembros y más.

Courtney Berner, Executive Director, University of Wisconsin Center for Cooperatives

Deborah Craig, Cooperative Development Specialist, Northwest Cooperative Development Center




Home Care Financials

Introduction and refresher on home care financials including key terms, fiscal roles and responsibilities, measures of success.


Las Finanzas de Atención Domiciliaria

La introducción y la actualización sobre las finanzas de atención domiciliaria, los términos y conceptos clave, los papeles fiscales y las responsabilidades, las medidas del éxito.


Margaret Lund, Principal, Co-opera Co.

Home Care Financing - A community discussion with the Fund for Jobs Worth Owning

Together we will discuss the experience of home care cooperatives working with banks, getting loans, and preparing for financing. Cooperatives have unique financing challenges and opportunities, which we will address in this session. Do you have currently unmet banking needs? Not sure what your banking needs are? This session could be for you. We'll discuss debt vs. equity, different situations when a business loan could be helpful, and the cooperative and traditional banking options.

El Financiamiento de Atención Domiciliaria - Una conversación de la comunidad con el Fund for Jobs Worth Owning

Jonathan Ward, Director of Lending, Fund for Jobs Worth Owning

Tuesday, February 23 - The Sector & Ourselves
Martes, 23 Febrero - El Sector y Nosotros

12:00 - 12:15 pm EST

12:15 - 12:45 pm EST

12:45 - 1:00 pm EST

1:00 - 1:15 pm EST

1:15 - 2:30 pm EST

Welcome and Introductions

Bienvenida y Introducciones


Leslie Mead, Executive Director, Cooperative Development Foundation

2020 Home Care Co-op Benchmarking Report

For the third consecutive year, The ICA Group will unveil the results of the latest Annual Home Care Cooperative Benchmarking Report. We will review our status as a sector and consider key data points in relation to the larger industry. Key data points to be covered include the number of caregivers employed by home care cooperatives and the number of member-owners, the average annual caregiver turnover rate--a key home care cooperative differentiator--average home care cooperative pay rates, and more!

El 2020 Informe de Benchmarking de Cooperativas de Atención Domiciliaria

Katrina Kazda, Program Director - Home Care, The ICA Group

Iwona Matczuk, Social Enterprise Consultant, The ICA Group



Cooperative Introductions

Introducciones de las Cooperativas

Caring for Ourselves in Times of Change

Home care worker cooperative members have been battered by the relentless onslaught of an ongoing global pandemic and political turmoil that has wreaked havoc on every part of our lives, most especially our own health and wellbeing. In these unprecedented times of transformation and upheaval, how do we develop and strengthen the skills to ground and center ourselves in our authentic power as everything around us changes?

With a decolonizing lens and holistic framework, we'll reflect on the importance and impacts of caring for ourselves - learning about the physiological impacts of stress on our bodies, our minds, and our work, and together explore simple but powerful techniques to care for ourselves so that we can show up for our clients and our families, and foster more joy and authentic connection in our lives. In a nonjudgmental and intentional space of community building, you will come out of this session with a simple wellness plan and new friends.

Cuidándonos en Tiempos de Cambio


Amadeo Cruz Guiao, MBA, MA

Facilitator, Organizational Healer/Consultant, Principal, Lunas Consulting

Wednesday, February 24 - Cooperative Operations & Governance
Miércoles, 24 Febrero - Las Operaciones Cooperativas y La Gobernanza

12:00 - 12:10 pm EST

12:10 - 12:50 pm EST

12:50 - 1:00 pm EST

1:00 - 1:20 pm EST

1:20 - 2:00 pm EST

2:00 - 2:30 pm EST

Welcome and Ecosystem Spotlight on the National Domestic Workers Alliance

La Bienvenida y Discusión de un Ecosistema: La Alianza Nacional de Trabajadores del Hogar

Leslie Mead, Executive Director, Cooperative Development Foundation

Anna Duncan, Director of Affiliate Engagement, NDWA

The Metrics of Success

We’ve all heard the old cliché that numbers don’t lie. Running a home care agency is difficult and this often leaves little time to step back and analyze the health of your business. Despite having to put out fires every day and make sure daily operations are running smoothly, you should step back periodically and get your bearings on the direction your agency is headed.


Join Evan Westensee and Miriam Allred from Home Care Pulse as they share five key metrics that will help any home care agency to operate more efficiently and achieve long-term growth. They’ll dive into:

  • Top five metrics that will give you precise insights into the workings of your business

  • Where to focus your efforts to move the business forward

  • How to successfully track these metrics and drive long-term growth

Las Métricas del Éxito

Miriam Allred, Partner Marketing Manager, Home Care Pulse

Evan Westensee, Senior Account Executive, Home Care Pulse



Cooperative Introductions

Introducciones de las Cooperativas

From Incubation to Independence, Reflections from Heart is Home

Launched in 2015 by the New Mexico Caregivers Coalition (NMCC), Heart is Home Home Care Cooperative reached financial sustainability in Spring 2020 and transitioned to independence in the summer. In this session Sabrina Smith, Administrator of Heart is Home and Dana Howarth, Program Director of NMCC will tell their story of incubation to independence and share the many lessons they learned along the way.

Desde la Incubación hasta la Independencia, Reflecciones de Heart is Home

Sabrina Smith, Administrator, New Mexico Caregivers Coalition

Dana Howarth, Program Director, New Mexico Caregivers Coalition

Daily Discussion

Discusión del Día

Thursday, February 25 - Client Acquisition & Retention
Jueves, 25 Febrero - La Adquisición de Clientes y La Retención

12:00 - 12:10 pm EST


12:10 - 12:55 pm EST


12:55 - 1:05 pm EST

1:05 - 1:20 pm EST

1:20 - 2:00 pm EST

2:00 - 2:30 pm EST

Welcome and Ecosystem Spotlight on the U.S. Federation of Worker Cooperatives

La Bienvenida y Discusión de un Ecosistema: La Federación de Trabajadores de Cooperativas de EE.UU

Leslie Mead, Executive Director, Cooperative Development Foundation

Maddie Taterka, Worker Benefits Coordinator, U.S. Federation of Worker Cooperatives

Making Social Media Worth the Effort for Home Care

There’s a lot of hype about the value of social media for reaching new customers. But often, the effort we put in (and the budget we expend) don’t deliver what we hoped. In this session, David Mills and Amy Alexander of Story Collaborative, will explain how to focus your efforts to get the most out of your social media. You will learn how to build your brand story, win more customers AND recruit more caregivers, without falling into the pit of wasted time and money. We’ll cover what you should and should not be posting and how to use social media ads wisely.

Las Redes Sociales para Marketing a los Clientes

David Mills, Chief Growth Officer and Co-Founder, Story Collaborative

Amy Alexander, Creative Director and Co-Founder, Story Collaborative



Cooperative Introductions/Opinion Polling

Introducciones de las Cooperativas y el Sondeo de Opinión

Winning Customer Service

In this webinar, Colleen Koenig, former Director of Senior Home Care Services, breaks down the client life cycle and how to deliver winning customer service at each step.  Learn how to turn prospects into clients, clients into happy clients, and happy clients into 5 star reviews through the development of your people and processes.

El Servicio al Cliente que Gana

Colleen Koenig, Former Director of Senior Home Care Services

Daily Discussion

Discusión del Día

Friday, February 26 - Caregiver Considerations
Viernes, 26 Febrero - Consideraciones de los Cuidadores

12:00 - 12:10 pm EST


12:10 - 12:50 pm EST


12:50 - 1:00 pm EST

1:00 - 1:15 pm EST

1:15 - 1:55 pm EST

1:55 - 2:10 pm EST

2:10 - 2:30 pm EST

Welcome and Ecosystem Spotlight on NCBA CLUSA

La Bienvenida y una Discusión de Ecosistema: NCBA CLUSA


Leslie Mead, Executive Director, Cooperative Development Foundation

Doug O'Brien, President & CEO, NCBA CLUSA

The Art of Working Together

Cooperative developer and Hall of Fame member Melbah Smith says resilient cooperatives require “like- minded people, having the same needs and same concerns, and going in the same direction.”  This session will focus on how cooperatives can maintain that shared vision as they adjust to changing members and business climates.

El Arte de Trabajar Juntos

Melbah Smith, Former Executive Director, Mississippi Association of Cooperatives, Member, Cooperative Hall of Fame



Cooperative Introductions

Introducciones de las Cooperativas

Recruiting and Retaining Millennials

Who and what are millennials, how do we get them to apply as our caregivers, and to stay on as our cooperators?  In an industry with an exponentially growing caregiver shortage, and many working caregivers 49 or over, many agencies are working on attracting, and keeping, millennial caregivers. Nora Edge, General Manager of Capital Homecare Cooperative will speak to her experience as a millennial caregiver, and her experience with attracting and retaining this new generation of caregivers. 

El Reclutamiento y la Retención de la Generación del Milenio

Nora Edge, General Manager, Capital Home Care Cooperative

The Immigrant Caregiver Experience

La Experiencia de los Cuidadores Inmigrantes

Specific challenges and opportunities face immigrants who are creating democratic social enterprises in the homecare industry. This panel discussion will tackle homecare cooperatives for immigrants and how understanding this trend in the cooperative movement is important. 

Aquilina Soriano Versoza, Executive Director, Pilipino Workers Center for Southern California 

Fatima Ramirez, Worker/Owner, COURAGE Homecare Cooperative

Vanessa Bransberg, Senior Mangaing Director, Democracy at Work Institute (DAWI)

Closing Remarks



Daily Discussion

Discusión del Día

Thank you to our sponsors

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