Roles and Responsibilities of Home Care Cooperative Board Members

Margaret Bau, Cooperative Development Specialist, USDA

December 9, 2019

Roles and Responsibilities PowerPoint

How the Board Conducts Its Business

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

December 9, 2019

How the Board Conducts Business PowerPoint

Working With the Management of a Worker-Owned Home Care Cooperative

Margaret Lund, Cooperative Consultant

December 9, 2019

Working With Management PowerPoint

Communication Tips for a Good Board Meeting and Beyond

Margaret Lund, Cooperative Consultant

December 9, 2019

Communication Tips PowerPoint


CHRONIC CARE ACT: Making the case for LTSS in Medical Advantage Supplemental Benefits

Anne Tumlinsen, CEO, Innovations

December 18, 2018

Download PowerPoint

The following report is referenced in this webinar:

Milliman Brief: Review of Contract Year 2019 Medicare Advantage supplemental health care benefit offering, December 2018, written by Catherine Murphy-Barron and Eric Busby. Commissioned by Better Medicare Alliance, Inc. 


My CNA Jobs

February 19, 2019 

Employment Law Discussion

Tom Harrington, The Employment Law Group, Washington DC

June 18, 2019

Topics covered:

1. Client/Caregiver Discrimination Issues

Can an agency honor a client’s request to avoid assigning certain “types” of caregivers? Some real-life examples:

  • Can a client state that because of his religious beliefs, he doesn’t want a caregiver that is a homosexual coming into his home?

  • What about smoking? Can a client request a caregiver who doesn’t smoke? Can a caregiver request not to be assigned to a smoker’s home? 

  • Can a client request that caregivers with visible tattoos not be assigned to their home?

  • Can a client request a female or male caregiver?

  • How should an agency handle a client who refuses care from an African American, a Latina, a caregiver wearing a head covering (for religious reasons – a Muslim, a Mennonite, etc.), or having other religious beliefs that they do not align with. 

    •  Does the agency have to get a replacement?

How can an agency best avoid workplace discrimination charges when taking into consideration client preferences?

  • Specific example: A client discriminates against a home care worker (HCW) and the agency immediately removes the home care worker. Could the HCW file a complaint with the Department of Labor because the client is discriminating against them? 

2. Employment Classification

What are the legal requirements and implications of classifying someone as an independent contractor versus an employee in home care.


What are the main distinctions between independent contractors and employees? Can a person in a management role still be an independent contractor?

3. Direct Hire and Do Not Compete Clauses

How do Direct Hire Clauses/Do not compete clauses work in practice? What are the core elements to ensure a strong clause? How effective are they?


4. Employee Termination 

What are best practices for firing an employee-- what documentation is required to protect the employer?

3D Marketing 

Leigh Davis, Founder & CEO, Davis + Delaney 

August 20, 2019

Financial Management

Margaret Lund, Principal, Co-Opera Co

Nic Miragliuolo, Senior Business Consultant, The ICA Group

October 15, 2019

The Community Summit

Kippi Waters, Administrator, Peninsula Home care Cooperative

December 17, 2019

What No One Told You About PPP

Jennie Msall, Senior Business Consultant, ICA Group

Sandra Magri, Controller, ICA Group

May 12, 2020

What's Next in Home Care Marketing and Sales

David Mills, Chief Growth Officer, Story Collaborative

Amy Alexander, Creative Director, Story Collaborative

July 14, 2020

How to Host a Virtual Annual Meeting & Other Tips for Remote Member Engagement

John Gieryn, Loomio

Leslie Watson, Columinate

October 20, 2020

Client and Caregiver Feedback - How to Get It & What To Do With It

Evan Westensee, Home Care Pulse

December 15, 2020

Worker's Compensation and Employee Benefits in Home Care

Gavin Studner, Odell Studner

Peter Darlington, Rigg Darlington Group

April 20, 2021

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