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
Break
Pausa
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
Break
Pausa
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:
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Top five metrics that will give you precise insights into the workings of your business
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Where to focus your efforts to move the business forward
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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
Break
Pausa
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
Break
Pausa
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
Break
Pausa
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
Conclusiones
Daily Discussion
Discusión del Día
Thank you to our sponsors
