NC TIDE Fall 2014 Conference November 2, 2014-November 5, 2014 Asheville, NC

NC TIDE Fall 2014 Conference
November 2, 2014-November 5, 2014
Asheville, NC
CONFERENCE INFORMATION
REGISTRATION
New for the 2014 Fall Conference: NC TIDE is now offering on-line registration with the ability to pay on-line. For
on-line registrations, the following procedures MUST be followed:
 On-line registration is available on the NC TIDE website at www.nctide.org.
 Follow the on-line instructions to register and pay for the conference. Online registration payments can be
made using E-Checks, American Express, Discover Card, Visa, or MasterCard. See below for convenience fee
charges.
 Payments made with credit cards will incur a 2.25% convenience fee charged at the time of payment. NOTE:
Once on-line payment transaction has occurred, the convenience fee is non-refundable should you decide to
cancel your registration within the allotted timelines.
 To take advantage of the savings by registering 4 individuals for the full conference and receiving the 5 th
registration free or registering 3 CFAC individuals and receive one staff member registration free (Please see
below “Additional Registration Information” for more details), please click “keep shopping” immediately
upon finishing the step to register one person. By using the “keep shopping” feature you can add another
person and register all individuals together. Unfortunately if you chose to take advantage of this offer, you
will not be able to pay with a credit card. You should print the registration forms and send the forms with the
appropriate payment to Marilyn Brothers (see below for address).
 Additional forms of payment accepted include: personal/business check or cashier’s check and should be
mailed to: Marilyn Brothers, NC TIDE, P.O. Box 2001, Cary, NC 27512-2001.
REMEMBER: When mailing payment, you must include a copy of the on-line registration
with your check to ensure accurate posting and confirmation of registration.
As in previous years, you may continue to register in the traditional manner by mailing the below registration form
with payment to:
Marilyn Brothers
NC TIDE
P.O. Box 2001
Cary, NC 27512-2001
ADDITIONAL REGISTRATION INFORMATION
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SAVINGS!!!!!!! – Register 4 individuals for the FULL conference from only your agency and get the 5th
registration from your agency FREE. (Note – one day registrations do not count.) SEE BELOW
ADDITIONAL SAVINGS!!!!-Register 3 CFAC individuals for the FULL conference from only your agency
and get one staff member from your agency registration FREE. (Note-one day registrations do not count.)
SEE BELOW
In order to receive your FREE registration:
 Correct payment (based on membership status) must be submitted with registration forms.
 ALL forms must be received TOGETHER and the packet of mailed registrations and payment must be
“received” by October 29, 2014 (be sure to mail your registration and payment in advance to ensure receipt by
this date). To receive Early Registration rates, payment must be postmarked by October 20, 2014. NOTE:
Does not apply to walk-ins at the conference. No refunds for a cancellation.

In order to be considered registered for the conference, correct payment must be received with completed
registration form. Individuals will not be registered for the conference until accurate full payment (based on
membership status) is made.
 For paper registration, please be sure to include (please print clearly) your email address on the registration
form so that a confirmation can be sent to you.
 If you have mailed your registration but have not received a confirmation, contact Marilyn Brothers at
[email protected] or by phone at 919-740-9435. Otherwise, if payment has not been received
(regardless that you think it is in the mail), you will be required to pay registration fee upon arrival at the
conference.
 On-site registration will be available at the conference – payment by check or cash (see rates below for on-site
registration).
 There will be a $25 returned check fee.
NOTE: A full conference registration cannot be shared among multiple individuals. One-day registrations are
designed to accommodate one-day attendees. Each individual attending conference must be registered either as a
one day or for the full conference.
ATTENTION: Each person registered for conference must individually pick up his or her registration packet at NC
TIDE check-in.
REGISTRATION FEES:
Postmarked
Early
Registration by
October 20, 2014
Postmarked
October 21, 2014October 29, 2014
NC TIDE Member (LME/MCO, Provider, DHHS) – be sure you are a
“2014” member*
Non-Members (LME/MCO, Provider, DHHS, others)
$ 160.00
$ 185.00
$ 190.00
$ 215.00
One Day (LME/MCO, Provider, DHHS)
$ 105.00
$ 130.00
On-site “Full” Registration (member or non-member) – Payment in
hand only.
On-Site Rates
$235.00
CANCELLATION POLICY:
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Registration fees, less a $15 administrative fee, will be refunded if request is received by 5 pm
October 13, 2014.
October 14, 2014-October 17, 2014 refunds less a 50% cancellation fee will be honored at your request. No
requests for refunds will be accepted after 5 pm October 17, 2014. Substitutions will be allowed upon request.
To discuss a substitution cancellation, call Marilyn Brothers at 919-740-9435 (phone) or by e-mail at
[email protected]
HOTEL INFORMATION:
 The NC TIDE Fall 2014 Conference will be held at the Crowne Plaza Tennis and Golf Resort. (One Resort
Drive, Asheville, NC 28806)
 Reduced room rates are available until the cut-off date of September 31, 2014: Rooms are $109.00 per night
for Run of the House rooms. This is a random combination of double/doubles and king bedded rooms and
various view types. Room assignments in most case are made at the time of check-in by the front desk. Any
request of room type is only a request and is no way guaranteed by The Resort. ALL ROOMS ARE
NONSMOKING.
 Online reservations: To book on-line, go to www.nctide.org and click on the link for online reservation.
NC TIDE 2014
Fall Conference
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The Crowne Plaza Resort has reserved a block of 139 rooms. The 139 rooms block at the NC TIDE rate is on a
FIRST COME FIRST RESERVED basis until the block is full or the September 31, 2014 cut-off date.
PLEASE RESERVE YOUR ROOM NOW to ensure that you receive this special NC TIDE rate.
To make reservations prior to September 31, 2014, the reservation number is 888-233-9527 (toll free) 7 days,
7a.m.-11p.m. and mention the group name-NC TIDE or block code: N14.
After September 31, 2014 you must call 800-733-3211 Monday-Friday, 9 a.m. -5 p.m. for reservations
assistance.
The Resort has a 24-hour cancellation policy. Individual reservations cancelled less than 24 hours prior to
arrival will be charged for one-night’s stay.
The Resort requires 24-hour notice for early departure. Individuals checking out early without 24 hours notice
will be charged a $50.00 early departure fee.
All reservations must be accompanied by a first night room deposit or guaranteed with a check or major credit
card. Hotel will not hold any reservations unless secured by one of the above methods.
Guest room check-in/check-out time is as follows:
Check-in Time After 4:00 PM
Check-out Time: Before 11:00 AM
For special consideration on VIP rooms or luggage storage, please contact your Crown Meetings Director in
advance of this need.
CONTACT INFORMATION:
If you need further information on the conference, please contact the following:
Hotel/reservation questions contact:
Exhibitor questions contact:
Membership questions contact:
Conference registration questions contact:
Provider questions contact:
NC TIDE 2014 President:
Cathy Macemore
Brenda Pittman
Marilyn Brothers
Marilyn Brothers
Gayle Mahl
Jill Queen
[email protected]
[email protected]
[email protected]
[email protected]
[email protected]
[email protected]
919-218-7284
910-298-7158
919-740-9435
919-740-9435
704-476-4136
704-721-7015
Additional Information: Should you need additional registration information, forms, or agenda, they are available on
our website at www.nctide.org . All updates concerning the conference (i.e., agenda changes, weather) will also be
posted on our website.
PLEASE share the registration agenda with other interested parties.
IMPORTANT NOTE TO ALL IN ATTENDANCE:
 NO AUDIO or VIDEORECORDING of sessions without written permission from the speaker and prior
approval of the NC TIDE Executive Committee.
 NO SOLICITATION verbally or distribution of company materials in sessions or at other sponsored NC TIDE
events unless you are a registered exhibitor. Failure to adhere to this request could result in your being asked
to leave the conference.
 Conference room temperatures vary. Please wear layered clothing to ensure your personal comfort.
**Visit the NC TIDE website at www.nctide.org for conference updates and/or changes**
NC TIDE 2014
Fall Conference
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NC TRAINING, INSTRUCTION, DEVELOPMENT, AND EDUCATION (NC TIDE)
FALL 2014 CONFERENCE
NOTE: Remember “Target Audience” should be used to give one a general idea who may gain the greatest value from the session.
In the event your position/title is not listed in the “Target Audience” but your interest is peaked by the session description and session
objectives, please attend the session. We believe that all the sessions presented at the Fall Conference will be beneficial to anyone
who attends.
SUNDAY, November 2, 2014
5:00 – 7:00 P.M.
EARLY REGISTRATION –Laurel Registration Desk
8:30 – 11:00 P.M.
HOSPITALITY SUITE –Thomas Wolfe-Room 220-Exhibitor Sponsored Event
“Come and visit with friends and meet new NC TIDE participants”
MONDAY, November 3, 2014
7:45 – 8:45 A.M.
CONTINENTAL BREAKFAST-Mt. Mitchell/Roan Room-Exhibitor Sponsor Event
7:45 – 8:30 A.M.
Come meet and mingle with the NC TIDE Exhibitors. See what their services and
products can do for you! Make sure to be there as door prizes will be given!!
7:15 – 3:00 P.M.
REGISTRATION – Laurel Registration Desk
8:30 – 8:45A.M.
WELCOME and BUSINESS MEETING
Jill Queen, Quality Monitoring Manager, Cardinal Innovations
2014 NC TIDE President
Monday- 8:45 A.M. – 10:00 A.M. – JOINT SESSION
OPENING KEYNOTE ADDRESS
SPEAKERS:
Dave Richard, Deputy Secretary of Behavioral Health and Developmental Disabilities Services
Courtney Cantrell, Director, Division of MH/DD/SAS
DESCRIPTION: Evolution continues in the world of Mental Health, Intellectual/Developmental Disabilities, Substance
Use/Abuse Services and Integrated Care. In this session, you will be provided an update regarding what is happening at
the state level and provide perspective on the plan for moving forward in the areas of Mental Health, Developmental
Disabilities, Substance Use/Abuse Services and Integrated Care. Presenters will cover recent policy issues, legislative
issues, budget issues, and discuss how these will affect the future direction of the behavioral health system in North
Carolina. Time will be allowed for questions from participants.
10:00 – 10:15 A.M.
NC TIDE 2014
Fall Conference
BREAK: EXHIBITOR VISITATION- Mt. Mitchell/Roan Room
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Monday- 10:15 A.M. – 11:45 A.M. – BREAKOUT SESSIONS
(Choice of 5 Breakout Sessions)
Track 1
SESSION:
Bridging The Gap In Services
SPEAKER:
Brandon Wilson, Regional Training Coordinator and State Veterans Service Officer, NC
Division of Veterans Affairs
DESCRIPTION: This session will give an overview of the North Carolina Division of Veterans Affairs and the
Department of Veterans Affairs. The session will discuss all VA benefits available to veterans and their
dependents to include healthcare, disability, pension/aid and attendance, education and burial. It will also cover
North Carolina benefits such as State Scholarships and DMV. Most importantly it will give you the tools and
resources to better aid this population and assist them in obtaining these services they are eligible for along with
the behavioral health and other integrated services they may need.
SESSION OBJECTIVES: Participants will:
1. receive a NCDVA overview;
2. learn about the Veterans Affairs Organizational Structure;
3. learn about the VA Benefits Summary to include:
a. healthcare;
b. disability;
c. pension/aid and attendance; and
d. education
4. receive information regarding the collaboration of agencies/services
TARGET AUDIENCE: Anyone interested in learning about the services offered by the Department of Veterans
Affairs to the veterans and their dependents. Providers concerned with the overall care of our veterans and
looking for opportunities to better serve this population as well as the important contacts for their region
concerning all these VA benefits.
.
Track 2
SESSION:
Most Useful Excel Commands
SPEAKER:
Tommy Harrington, President, CompuHELP
DESCRIPTION: Learn the easy-to-use commands that make Excel most productive. You will be amazed at all
Excel’s commands for working with data and information. Discover commands for entering, editing,
manipulating, and summarizing data in seconds. GOTO Special is an essential command for Excel users. Learn
special techniques for using Excel’s commands to “clean up” imported data and save hours of work. Learn about
the command to fix “Words That Look Like Numbers” which you can be used to fix many problems when
importing data from other programs and the internet. The Data Filter Advanced command is one of the most
important commands for all Excel users to master. Use Special commands to select specific data within
worksheets. Many shortcuts, techniques, and tips designed to make it easy to work with Excel’s commands and
save you time.
SESSION OBJECTIVE: Participants will learn some of Excel’s best commands such as how to use
GOTOSpecial command, consolidating data, fixing words that look like numbers, using a filter, replace
command, removing duplicate records, data filter advanced, and subtotals summarize information
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Fall Conference
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TARGET AUDIENCE: Any person who uses Excel with their work responsibilities or those who are interested
in learning about Excel.
Track 3
SESSION:
Where ASAM Meets The Road
SPEAKER:
Kevin Oliver, CEO, Phoenix Counseling and Crisis Centers
DESCRIPTION: Implementing new ASAM Treatment Criteria in a managed care environment. The training
will focus on maintaining the fidelity of function within ASAM criteria not for reimbursement, but clinical
guidelines. The session will focus on the six dimensions in regards to addiction, co-occurring and adolescent
services.
SESSION OBJECTIVE: The session will include a discussion regarding ASAM and maintaining the fidelity of
functions within ASAM criteria.
TARGET AUDIENCE: LME-MCOs and providers
Track 4
SESSION:
PI In A Managed Care Environment
SPEAKER:
Patrick Piggott, Section Chief, Program Integrity, Division of Medical Assistance
DESCRIPTION: This session will provide an overview of Program Integrity’s role in managed care and include
a discussion of current findings.
SESSION OBJECTIVE: To understand program integrity requirements and expectations in managed care and
explore current findings in the North Carolina system.
TARGET AUDIENCE: Providers and LME-MCO staff
Track 5
SESSION:
People With Intellectual Disability And Autism In The Criminal Justice System: Risky
Business
SPEAKER:
J. Gregory Olley, PhD, Psychologist, Carolina Institute for Developmental Disabilities and a
Clinical Professor in the Department of Allied Health Sciences at the University of North
Carolina at Chapel Hill.
DESCRIPTION: This presentation will describe the various roles that people with developmental disabilities
may play when they encounter the criminal justice system. Each of these roles involves matters of risk,
vulnerability, and potentially very serious outcomes. The presentation will discuss these risks and preventive
steps that can be taken by people with disabilities, family members, service providers, courts, and law
enforcement officers.
SESSION OBJECTIVE: Greater understanding of the ways in which people with disabilities may encounter the
criminal justice system. Steps that can be taken to prevent such contacts. Information for parents, advocates, and
law enforcement to better understand the vulnerabilities of people with autism, intellectual disability, and other
disabilities.
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Fall Conference
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11:45 A.M. – 1:15 P.M.
LUNCH ON YOUR OWN’
Monday- 1:15 P.M. – 2:45 P.M. – BREAKOUT SESSIONS
(Choice of 5 Breakout Sessions)
Track 1
SESSION:
SPEAKERS:
PART 1-Trending NEXT: Behavioral Health Technology
Kristin Sunanta, CEO, EverythingEHR, Behavioral Health EHR
Advisor
Debbie Henderson, CEO, Manna Health Professional Services/Advisor
Mental Health Billing
Julie Ann Keiper, Consultant Tech Strategies/Advisor Mental Health HIPAA
DESCRIPTION: This panel of experts in the business of mental health technology will provide their
perspectives on the technology issues affecting mental health. Electronic Health Records software,
HIPAA, Meaningful Use, Billing: "What is trending next!?" The presenters are here for you! Come
with questions--Leave with answers and an action plan.
SESSION OBJECTIVES:
1. offer vendor-neutral advice on the latest issues that affect everyday practice management;
2. receive guidance on HIPAA, Practice Management, Behavioral Health EHRs, Billing and
Credentialing as they relate to the unique needs of behavioral health providers; and
3. open question and answer period to follow presentations.
TARGET AUDIENCE: Providers, administrative staff and management providers, and
Management
Track 2
SESSION:
Excel Functions And Formulas
SPEAKER:
Tommy Harrington, President, CompuHELP
DESCRIPTION: Functions and formulas are the most important part of Excel worksheets. Discover the
functions that are most useful when getting your daily work done. Learn to use VLOOKUP and other functions
that might do the same job in better ways. Learn functions that can solve problems when importing data. You’ll
discover functions that save hours of time when creating routine summaries. Become an expert on the most useful
Excel functions.
SESSION OBJECTIVES: Participants will learn to use Excel’s most useful functions-SUMIFS, COUNTIFS,
IF, ISNA, ROUND, VLOOKUP, INDEX, MATCH and the TEXT functions. Participants will also learn to use
functions and formulas when working with dates.
TARGET AUDIENCE: Any person who uses Excel with their work responsibilities or those who are interested
in learning about Excel.
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Fall Conference
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Track 3
SESSION:
SPEAKER:
PART 1-Effective Engagement And Retention Strategies In MH/SA Treatment With
Adults And Families
Bob Werstlein, PhD, Training Director, Daymark Recovery Services
DESCRIPTION: Staff is confronted with the difficult task of engaging resistant clients in treatment and
maintaining compliance in treatment until a planned termination. This session will include how to identify signs
of adherence and signs that a client is at risk of dropping out of treatment. Also included will be implementing
strategies to increase compliance with treatment.
SESSION OBJECTIVE: Attendees will be able to identify signs of adherence, signs that a client is at risk of
dropping out of treatment, and will be able to implement numerous strategies to increase compliance with
treatment.
TARGET AUDIENCE: LME-MCOs and provider professionals
*CEU Hours Offered: When attended in conjunction with Effective Engagement and Retention Strategies in MH/SA
Treatment with Adults and Families Part 2, NBCC and NCSAPPB (SS) has approved these combined sessions (Part 1 and
Part 2) for 3 CEU hours. To be eligible to obtain these hours and receive your certificate for attendance, you MUST attend
both Part 1 and Part II. No credit will be given for partial attendance.
Track 4
SESSION:
Human Rights Committees: Current Processes And Trends
SPEAKERS:
Glenda Stokes, Customer Service and Community Rights Team Leader, Division of
MH/DD/SAS
*Other Speakers To Be Announced
DESCRIPTION: Presenters will discuss current processes of Human Rights Committees and types of
information being shared at these meetings.
SESSION OBJECTIVES:
1. provide information to participants regarding current processes of Human Rights Committees;
2. provide information regarding types of information being shared; and
3. discussion of activities being completed by Human Rights Committees
TARGET AUDIENCE: Human Rights Committee members, LME-MCO staff, consumers and family members
and providers
Track 5
SESSION:
Promoting Independence Through Smart Home Technology
SPEAKER:
Leesa Burrows, Behavioral Health Program Manager/Project Management Team Lead,
Division of MH/DD/SAS
Allen Ray, CEO, Simply Home
DESCRIPTION: The presentation will define a Smart Home, guiding principles, examples of Smart Home
technology, successes, challenges and barriers, as well as provide additional resources.
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SESSION OBJECTIVE: The audience will be able to explain system supports that promote independence,
healthy living, and self-sufficiency through the use of Smart Home technology.
TARGET AUDIENCE: All NC TIDE attendees
2:45 P.M.– 3:00 P.M.
BREAK: EXHIBITOR VISITATION-Mt. Mitchell/Roan Room
Monday- 3:00 P.M. – 4:30 P.M. – BREAKOUT SESSIONS
(Choice Of 5 Breakout Sessions)
Track 1
SESSION:
PART 2-Trending NEXT: Behavioral Health Technology
SPEAKERS:
Kristin Sunanta Walker, CEO, EverythingEHR, Behavioral Health EHR Advisor
Debbie Henderson, CEO, Manna Health Professional Services/Advisor Mental Health
Billing
Julie Ann Keiper, Consultant Tech Strategies/Advisor Mental Health HIPAA
DESCRIPTION: This panel of experts in the business of mental health technology will provide their
perspectives on the technology issues affecting mental health. Electronic Health Records software, HIPAA,
Meaningful Use, Billing: "What is trending next!?" The presenters are here for you! Come with questions-Leave with answers and an action plan.
SESSION OBJECTIVES:
1. offer vendor-neutral advice on the latest issues that affect everyday practice management;
2. receive guidance on HIPAA, Practice Management, Behavioral Health EHRs, Billing and Credentialing as
they relate to the unique needs of behavioral health providers; and
3. open question and answer period to follow presentations
TARGET AUDIENCE: Providers, administrative staff, management providers, and management
Track 2
SESSION:
Part 1-Innovative Strategies For Engaging Customers
SPEAKERS:
Allison Crotty, Director of Community Partners, Cardinal Innovations Healthcare Solutions
Kim McMillan, Senior V.P. Communications and Marketing, Cardinal Innovations
Healthcare Solutions
LaShay Avery, Community Partners Manager, Cardinal Innovations Healthcare Solutions
Lynn Inman, Community Partners Manager, Cardinal Innovations Healthcare Solutions
Susan Russell, Community Partners Manager, Cardinal Innovations Healthcare Solutions
Heart Foxworthy, Community Affairs Specialist-MH, Cardinal Innovations Healthcare
Solutions
Ann Gluf, Consumer Affairs Specialist, I/DD, Cardinal Innovations Healthcare Solutions
Mike Weaver, Consumer Affairs, MH, Cardinal Innovations
Delton Russell, Consumer Affairs Specialist, Substance Use/Addiction
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Fall Conference
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DESCRIPTION: We will discuss the “high” touch approach of Community Partners and the manner in which
we listen, educate and engage. We will discuss how Community Relation Specialists focus on preventative
educational/ outreach programs and how our Consumer Affairs Specialist bring the voice of consumers/ family
members to the MCO, and help them understand and navigate the system. They provide consumer perspective on
the effects of policy changes and service practices. Consumer Affairs Specialists promote ideas of recovery and
self-determination through trainings and interaction with consumers. We help providers by aiding consumers
who have exhausted provider complaint procedures, assist with advocacy, client rights and serve on the Network
Council. Internally, we collaborate with departments by developing communication materials,
coordinating grievances, bringing concerns to management, assist in formation of policy and how operations will
impact consumers. Communications is an integral piece to our engagement and we will highlight effective
strategies.
SESSION OBJECTIVES: Participants will:
1. be able to understand the objectives of a Community Partners Department;
2. be able to differentiate the roles of Community Relations Specialists and Consumer Affairs Specialists;
3. understand specific ways in which the Community Partner staff engages customers;
4. understand how Community Partners engages internal departments of the MCO and management,
particularly communications; and
5. understand how Community Partners promotes the principles of recovery and self-determination in the
community.
TARGET AUDIENCE: LME-MCO staff, provider staff, DHHS Staff, advocacy organizations, CFAC
members, consumer and family members
Track 3
SESSION:
PART 2-Effective Engagement And Retention Strategies In MH/SA Treatment With
Adults And Families
SPEAKER:
Bob Werstlein, PhD, Training Director, Daymark Recovery Services
DESCRIPTION: Staff is confronted with the difficult task of engaging resistant clients in treatment and
maintaining compliance in treatment until a planned termination. This session will include how to identify signs
of adherence and signs that a client is at risk of dropping out of treatment. Also included will be implementing
strategies to increase compliance with treatment.
SESSION OBJECTIVE: Attendees will be able to identify signs of adherence, signs that a client is at risk of
dropping out of treatment, and will be able to implement numerous strategies to increase compliance with
treatment.
TARGET AUDIENCE: LME-MCO and provider professionals
*CEU Hours Offered: When attended in conjunction with Effective Engagement and Retention Strategies in MH/SA
Treatment with Adults and Families Part 1, NBCC and NCSAPPB (SS) has approved these combined sessions (Part 1 and
Part 2) for 3 CEU hours. To be eligible to obtain these hours and receive your certificate for attendance, you MUST attend
both Part 1 and Part II. No credit will be given for partial attendance.
Track 4
SESSION:
Managing Public Records
SPEAKER:
Jason Woolf, Records Management Analyst, Department of Cultural Resources
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Fall Conference
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DESCRIPTION: This session will include an overview of North Carolina Public Records Laws and
the use of Retention Schedules both providers and LME-MCOs are required to follow.
SESSION OBJECTIVE: To gain an understanding of the legal responsibilities involving public
records.
TARGET AUDIENCE: LME-MCOs and providers
Track 5
SESSION:
Older Families In North Carolina- Key Needs And Resources
SPEAKERS:
Betsy MacMichael, Executive Director, First In Families of NC
Debby Torres, Project Director, Family Support Coming of Age Initiative,
First In Families of North Carolina
DESCRIPTION: There is a perfect storm on the horizon as baby boomers age, including those with
intellectual/developmental disabilities as well as caregivers. Both formal services and the supply of support
workers are stretched thin, and families are unclear as to the many areas of future planning to navigate. This
session will explain what this phenomenon means in the context of the I/DD community, and offer several
existing and emerging practical approaches and supports that both families and service providers can use to help
families live well in the community as they age.
SESSION OBJECTIVES:
1. present clear data on the aging families phenomenon as follow up to recent "Aging Grant” project
completed;
2. provide overview of existing NC resources for future planning for families that includes financial, legal
and natural support options;
3. offer ways to assist families to get past the inertia to plan; and
4. present on the launching of the Sibling leadership Network in NC.
TARGET AUDIENCE: Provider agency program staff, family members, policy makers
Monday- 4:30 P.M. – 5:30 P.M. – BREAKOUT SESSIONS
(Choice Of 5 Breakout Sessions)
Track 1
SESSION:
Recent And Planned Updates To NC Tracks
SPEAKERS:
Thelma Hayter, Data Operations Manager, Division of MH/DD/SAS
Kathy Nichols, Behavioral Health Section, Division of Medical Assistance
Dewey Cassell, Communications Manager, CSC
DESCRIPTION: This session will explain the recent changes to NCTracks and changes planned in the upcoming
months. We will also explain the process of submitting system changes to NCTracks.
SESSION OBJECTIVE: Enhance the knowledge of the LME-MCO staff concerning the NCTracks system.
TARGET AUDIENCE: LME-MCO staff, provider agencies
NC TIDE 2014
Fall Conference
www.nctide.org
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Track 2
SESSION:
Part 2-Innovative Strategies For Engaging Customers
SPEAKERS:
Allison Crotty, Director of Community Partners, Cardinal Innovations Healthcare Solutions
Kim McMillan, Senior V.P. Communications and Marketing, Cardinal Innovations
Healthcare Solutions
LaShay Avery, Community Partners Manager, Cardinal Innovations Healthcare Solutions
Lynn Inman, Community Partners Manager, Cardinal Innovations Healthcare Solutions
Susan Russell, Community Partners Manager, Cardinal Innovations Healthcare Solutions
Heart Foxworthy, Community Affairs Specialist-MH, Cardinal Innovations Healthcare
Solutions
Ann Gluf, Consumer Affairs Specialist, I/DD, Cardinal Innovations Healthcare Solutions
Mike Weaver, Consumer Affairs, MH, Cardinal Innovations
Delton Russell, Consumer Affairs Specialist, Substance Use/Addiction
DESCRIPTION: We will discuss the “high” touch approach of Community Partners and the manner in which
we listen, educate and engage. We will discuss how Community Relation Specialists focus on preventative
educational/ outreach programs and how our Consumer Affairs Specialist bring the voice of consumers/ family
members to the MCO, and help them understand and navigate the system. They provide consumer perspective
on the effects of policy changes and service practices. Consumer Affairs Specialists promote ideas of recovery
and self-determination through trainings and interaction with consumers. We help providers by aiding
consumers who have exhausted provider complaint procedures, assist with advocacy, client rights and serve on
the Network Council. Internally, we collaborate with departments by developing communication materials,
coordinating grievances, bringing concerns to management, assist in formation of policy and how operations will
impact consumers. Communications is an integral piece to our engagement and we will highlight effective
strategies.
SESSION OBJECTIVES: Participants will:
1. be able to understand the objectives of a Community Partners Department;
2. be able to differentiate the roles of Community Relations Specialists and Consumer Affairs Specialists;
3. understand specific ways in which the Community Partner staff engages customers;
4. understand how Community Partners engages internal departments of the MCO and management,
particularly Communications; and
5. understand how Community Partners promotes the principles of recovery and self-determination in the
community.
TARGET AUDIENCE: LME-MCO staff, provider staff, DHHS Staff, advocacy organizations, CFAC
members, consumer and family members
Track 3
SESSION:
North Carolina Treatment Outcomes And Program Performance (NC-TOPPS):
Supporting Positive Outcomes
SPEAKERS:
Jennifer Bowman, Quality Management Consultant, Division of MH/DD/SAS
Allison Cosimo, Performance Improvement Specialist, CoastalCare
DESCRIPTION: Successful behavioral health outcomes instill hope that treatment success is possible and that
recovery can be achieved. The goal of NC-TOPPS is to encourage us to focus on life outcomes in planning and
evaluating services for each individual and for the system as a whole. Having a better understanding of how NCTOPPS can benefit individuals mental health and substance use needs and their family members, LME-MCOs
and providers will support a collective focus toward progress and real outcomes that have a positive, lasting
impact.
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SESSION OBJECTIVE: Identifying the benefits of NC-TOPPS to individuals served and families, LMEMCOs and providers
TARGET AUDIENCE: Individuals served and families, LME-MCOs and providers
Track 4
SESSION:
Detecting Fraud And Abuse Using Claims Data
SPEAKER:
Andrew D'Onofrio, Investigation Data Specialist, Smoky Mountain Center
DESCRIPTION: Claims data offer a window into a provider’s behavior. Using this information the analyst can
apply data mining techniques to uncover potential fraud, waste or abuse. This session will focus of how to mine
provider claims to reveal patterns often associated with unusual or aberrant billing practices.
SESSION OBJECTIVE: Attendees should come away with an understanding of how claims data can reveal
potential fraudulent, abusive or wasteful billing. The audience will also leave with knowledge of specific
techniques to identify potential fraud, waste or abuse in services most associated with this behavior.
TARGET AUDIENCE: LME-MCO staff and provider agencies interested in learning more about detecting
fraud, waste and abuse in claims data.
Track 5
SESSION:
“Working With The I/DD Versus The Non-I/DD Population: What’s The Difference
Anyway?”
SPEAKER:
Amanda Matthews, Staff Psychologist, Monarch
DESCRIPTION: This session will identify issues, questions, misconceptions, and suggestions in working with
individuals with intellectual and/or developmental disabilities (I/DD). Similarities and differences that may be
experienced in working with the I/DD population will be examined. Finally, working with the presence of both
I/DD and mental health diagnoses will be discussed.
SESSION OBJECTIVES: Participants will:
1. be able to identify potential unique presentation of symptoms, explanation of symptoms, and effect of
symptoms for the I/DD population;
2. recognize clinical treatments utilized for supporting individuals within the I/DD population;
3. be able to investigate impact/effects of symptoms of both I/DD diagnoses and mental health diagnoses;
4. be able to note similarities in working with the I/DD population, versus the non-I/DD population; and
5. recognize different psychological assessments that may be used in working to understand IQ and
achievement levels of individual who maintain an I/DD diagnosis
TARGET AUDIENCE: Clinical professionals and paraprofessional working with individuals who maintain an
I/DD diagnosis, as well as family members, friends, advocates, and supports of this exceptional population.
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Fall Conference
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Monday- 5:30 P.M. – 6:00 P.M. – BREAKOUT SESSION
(Choice Of 2 Breakout Session)
Track 1
SESSION:
Part 3-Innovative Strategies For Engaging Customers
SPEAKERS:
Allison Crotty, Director of Community Partners, Cardinal Innovations Healthcare Solutions
Kim McMillan, Senior V.P. Communications and Marketing, Cardinal Innovations
Healthcare Solutions,
LaShay Avery, Community Partners Manager, Cardinal Innovations Healthcare Solutions
Lynn Inman, Community Partners Manager, Cardinal Innovations Healthcare Solutions
Susan Russell, Community Partners Manager, Cardinal Innovations Healthcare Solutions
Heart Foxworthy, Community Affairs Specialist-MH, Cardinal Innovations Healthcare
Solutions
Ann Gluf, Consumer Affairs Specialist, I/DD, Cardinal Innovations Healthcare Solutions
Mike Weaver, Consumer Affairs, MH, Cardinal Innovations
Delton Russell, Consumer Affairs Specialist, Substance Use/Addiction
DESCRIPTION: We will discuss the “high” touch approach of Community Partners and the manner in which
we listen, educate and engage. We will discuss how Community Relation Specialists focus on preventative
educational/ outreach programs and how our Consumer Affairs Specialist bring the voice of consumers/ family
members to the MCO, and help them understand and navigate the system. They provide consumer perspective
on the effects of policy changes and service practices. Consumer Affairs Specialists promote ideas of recovery
and self-determination through trainings and interaction with consumers. We help providers by aiding
consumers who have exhausted provider complaint procedures, assist with advocacy, client rights and serve on
the Network Council. Internally, we collaborate with departments by developing communication materials,
coordinating grievances, bringing concerns to management, assist in formation of policy and how operations will
impact consumers. Communications is an integral piece to our engagement and we will highlight effective
strategies.
SESSION OBJECTIVES: Participants will:
1. be able to understand the objectives of a Community Partners Department;
2. be able to differentiate the roles of Community Relations Specialists and Consumer Affairs Specialists;
3. understand specific ways in which the Community Partner staff engages customers;
4. understand how Community Partners engages internal departments of the LME-MCO and management,
particularly communications; and
5. understand how Community Partners promotes the principles of recovery and self-determination in the
community.
TARGET AUDIENCE: LME-MCO staff, provider staff, DHHS Staff, advocacy organizations, CFAC members
consumer and family members
Track 2
SESSION:
Department of Labor Rules
SPEAKERS:
Mabel McGlothlen, System Performance Team Leader, Division of MH/DD/SAS
Sandy Ellsworth, IDD Lead, Division of MH/DD/SAS
DESCRIPTION: Do you live in fear of January 2015? Are you in panic mode not knowing who will be eligible
for overtime and who is not? This session will provide information on the upcoming DOL regulations and how
you need to prepare your agency.
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SESSION OBJECTIVE: To raise awareness and make participants aware of changes to the DOL rules
TARGET AUDIENCE: LME-MCOs and providers
Monday- 5:30 P.M. – 6:00 P.M. – NETWORKING SESSIONS
(Choice of 2 Networking Sessions)
Track 1
SESSION:
MCO Networking
DESCRIPTION: Come join other MCOs staff and discuss issues, questions, challenges you are facing as a
MCO. Come network with other MCOs to share experiences or share questions you may have. In addition, help
the Planning Committee identify topics that would meet your training needs for the Spring 2015 conference. Do
you know of topics and speakers that you would like to see on the Spring 2015 agenda?
Track 2
SESSION:
Provider Networking
DESCRIPTION: Come take advantage of this opportunity for an open forum discussion of the latest challenges
and issues affecting Providers. Come network with other Providers to share your questions and experiences. In
addition, help the Planning Committee identify topics that would meet your training needs for the Spring 2015
conference? Do you know of topics and speakers that you would like to see on the Spring agenda?
NOTE: The CFAC Networking session is included in the CFAC session “Innovative Strategies For Engaging
Consumers”
MONDAY NIGHT ENTERTAINMENT
We are going on the Haunted Comedy Bus Tour! The Haunted Comedy Bus Tour is provided by LaZoom. So “get on the bus”
after dark and explore Asheville’s strange and sordid past with LaZoom. Laugh and scream as your adventurous tour guide
uncovers mysteries, tells tales of murder, deceit, scandals, and ghosts, spilling Asheville’s blood right before your very eyes!!
Bring your camera. You’re GUARANTEED to see a ghost!
The tours are 60 minutes long. The bus will pick you up in front of the Hotel Lobby at 7:00 p.m. Dress warm as the bus is open on
brisk evenings but can be closed in cold weather.
The outing is an adult only tour. ALL PASSENGERS MUST BE 17 YEARS OLD. Content is adult oriented.
TO REGISTER- If you want to participant in the Haunted Comedy Bus Tour, you must register to attend. To help track the
number of people registering for this event, you must register on-line. The cost for this event is $20.00. When you use your
credit card for payment, there will be a convenience charge of 2.25%. Payment is required when you register to attend this event.
Seating is limited to only 40 seats. So please register early to ensure you have a seat!!
NOTE: Due to NC TIDE’s commitment to LaZoom, we are unable to make any refunds. We will accept substitutions.
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Fall Conference
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10:00 P.M.- 11:30 P.M. HOSPITALITY SUITE –Thomas Wolfe- Room 220-Exhibitor Sponsored Event
“Visit with friends and meet new NC TIDE participants”
“Come, relax and visit with other participants. Make new friendships and partnerships.”
TUESDAY- November 4, 2014
7:30 – 8:30 A.M.
CONTINENTAL BREAKFAST- Mt. Mitchell Room-Exhibitor Sponsored Event
7:45 – 3:00 P.M.
REGISTRATION – Laurel Registration Desk
Tuesday- 8:30 A.M. – 10:00 A.M. – BREAKOUT SESSIONS
(Choice of 5 Breakout Sessions)
Track 1
SESSION:
Are You Ready For ICD-10?
SPEAKER:
Vince Joyce, President, e3 Informatics, LLC
DESCRIPTION: Beginning on October 1, 2015 we will all be required to use ICD-10 diagnosis codes on our
healthcare claims. The structure of ICD-10 codes are incredibly different from ICD codes of the past and the
number of codes will increase by over four hundred percent. For those of us who work in behavioral healthcare,
we have the additional challenge of coordinating DSM-V implementation with ICD-10. Unless your software
systems are updated to accommodate ICD-10 codes and your staff members are trained in the new coding
structure, claim payments will grind to a halt. This course will help you understand the challenges of
implementing ICD-10 and will help you make sure that your software systems and staff are ready.
SESSION OBJECTIVES:
1. to teach participants about the format changes between ICD-9 and ICD-10;
2. to inform participants about the challenges of cross walking DSM-V to ICD-10;
3. to discuss software system changes that are required to accommodate ICD-10; and
4. to suggest testing strategies to make sure claims systems are ready for ICD-10
TARGET AUDIENCE: IT staff, claims staff, clinicians
Track 2
SESSION:
Calibrating Your Workplace GPS For Success
SPEAKERS:
Mel Crocker, Retiree-State of NC
Kim Newsom, Human Resources Consultant
DESCRIPTION: GPS in the workplace (Giving Positive Support) will lead to improved working relationships
and more desirable outcomes. This session will identify and briefly discuss how giving positive support can
favorably impact upon a variety of employment areas such as employee morale, communication, retention,
networking, trust & respect, attitude, and engaging employees. Come see if you can “fine tune” your GPS skills.
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SESSION OBJECTIVES:
1. identify and discuss some of the key employee behaviors and interactions that are found in today’s
workplace environment;
2. explore “best practice” examples that can be used by employees and supervisors/managers to enhance
your workplace relationships and outcomes;
3. discuss impact of improved employee morale on becoming an employer of choice; and
4. solicit input for discussion from participants on challenges they face
TARGET AUDIENCE: All employees of LME-MCOs, providers, private contractors and Division staff
Track 3
SESSION:
PART 1-Personality Disorders: Diagnosis And Effective Interventions
SPEAKER:
Bob Werstlein, PhD, Training Director, Daymark Recovery Services
DESCRIPTION: Many clients with both substance abuse and mental health problems present with an
underlying personality disorder that can complicate treatment of the primary Axis I Disorder. This session will
help you recognize personality disorders and provide effective intervention strategies.
SESSION OBJECTIVE: Attendees will be able to recognize personality disorders and provide effective
intervention strategies that take into account these maladaptive patterns so as to increase their effectiveness in
dealing with the primary problems
TARGET AUDIENCE: LME-MCO and provider professionals
*CEU Hours Offered: When attended in conjunction with Personality Disorders-Part 2, NCSAPPB and NBCC has approved
these combined sessions (Part 1 and Part 2) for 3 hours-General Skills Building. To be eligible to obtain these hours and
receive your certificate for attendance, you MUST attend both Part 1 and Part II. No credit will be given for partial
attendance.
Track 4
SESSION:
Animal Assisted Therapy: What Is All The Bark About?
SPEAKERS:
Jill Queen, Regional Quality Manager, Cardinal Innovations Healthcare Solutions
Kristin Sunanta Walker, Therapy Dog Handler
Barbara Love, Certified Peer Support Specialist, Duke LifePoint Haywood Hospital
DESCRIPTION: A hands on and experiential session regarding the use of therapy dogs in group and individual
therapy sessions. Two therapy dogs and their handlers, as well, as two providers will take participants through a
sample therapy dog session, answer questions about the use of animals during mental health treatment with
children and adults, how to become certified and register a dog for therapy, and a discussion about best practices.
This session will involve a question and answer session, real world examples, and will also be experimental for
participants.
SESSION OBJECTIVES:
1. to provide information about animal assisted therapy and its benefits with mental health patients;
2. to answer questions regarding animal assisted therapy; and
3. to educate providers and organizations on best practices for working with animals during therapy
TARGET AUDIENCE: Behavioral health providers and organizations
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Fall Conference
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Track 5
SESSION:
Postsecondary Education - A Learning Pathway To Inclusion For Young Adults With
Intellectual And Developmental Disabilities
SPEAKERS:
Joan Johnson, Executive Director, Beyond Academics at The University of North at
Greensboro, Office of Research and Economic Development
Dr. David Westling, Adelaide Worth Daniels Distinguished Professor of Special
Education, Western Carolina University and Project Director for WCU University
Participant Program
Cate Weir, Project Coordinator, Think College and the National Coordinating Center for
Transition and Postsecondary Education Programs for Students with Intellectual
Disabilities, Institute for Community Inclusion, University of Massachusetts Boston
DESCRIPTION: The panel will provide an overview of national and state developments and options in
postsecondary education for young adults with intellectual and developmental disabilities. The impact of
inclusive higher education is yielding promising results for graduates in the important areas of self determination,
living independently, being an engaged citizen and career opportunities. Information about these benefits of
continued learning will be highlighted through the lens of participants experiences.
SESSION OBJECTIVES:
1. be informed of the community life and career challenges associated with young adults with ID
who transition from secondary education;
2. learn how and why inclusive higher education became a consideration for advancing skills and a better
quality of life;
3. be informed of the national landscape of postsecondary education development and implementation and
what the future holds; and
4. learn about the viable and varied options in North Carolina through universities and community colleges
that are preparing young adults with ID for an inclusive and community engaged lifestyle
TARGET AUDIENCE: MCO Care Coordinators, Best Practice Coordinators at the MCO and State level,
providers, QPs, other ID/DD Professionals including psychologists, social workers, employment counselors,
teachers at the middle and secondary education level, transition coordinators and guidance counselors, other
interested higher education staff or faculty
10:00 A.M. – 10:30 A.M.
BREAK: EXHIBITOR VISITATION-Mt. Mitchell/Roan Room
Tuesday- 10:30 A.M. – 12:00 P.M. - BREAKOUT SESSIONS
(Choice of 5 Breakout Sessions)
Track 1
SESSION:
Evaluation Of Internal Controls And Updates To The COSO Framework
SPEAKERS:
Wayne Terry, CPA, Senior Audit Manager and Consultant, CliftonLarsonAllen, LLP
Jeremy Hicks, CPA, Principle, CliftonLarsonAllen, LLP
DESCRIPTION: Participants will examine from state and local government, as well as from the not-for-profit,
perspective, each of the essential components of a comprehensive framework of internal control. We will also
examine the 2013 updated version of the Council on Sponsoring Organization's Internal Control-Integrated
Framework.
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SESSION OBJECTIVES: Participants who attend should be able to:
1. understand the definition of “internal control” and explain how it relates to basic management objectives;
2. identify the respective responsibilities of management, the governing body, external auditors, and internal
auditors in regard to internal control;
3. identify the five (5) essential components of a comprehensive framework of internal control;
4. identify the seventeen (17) principles associated with each of these five essential components;
5. identify the key points of focus related to each principle;
6. describe the inherent limitations of internal control;
7. describe the relationship between internal control and risk management;
8. describe the relationship between internal control and fraud, and
9. describe how fraud can be indentified and how indentified fraud should be managed
We will also discuss a couple of case studies to demonstrate how “things can go wrong” if these principles are not
followed.
TARGET AUDIENCE: Provider agencies and MCO's finance, internal audit, and program integrity/provider
monitoring staff
Track 2
SESSION:
Behavioral Health Care Applied To Issues Of Grief And Loss
SPEAKER:
Robin R. Minick, Bereavement Counselor/Specialist, Haywood Regional Medical Center
Hospice and Palliative Care
DESCRIPTION: This presentation is intended to engage behavioral health clinicians and others who interface
with individuals who are facing grief and loss of any type, including end-of-life care. A brief review of current
research findings will be shared. The tasks of mourning and grief process will be explored. Issues that commonly
arise for clinicians treating people under these circumstances will be identified. The relationship of existing
behavioral/mental health issues to grief and loss and end-of-life considerations will be considered. Effective
treatment strategies, including both practical and clinical skills will be highlighted. Time for participants to
explore their own loss history and to understand how that could impact their care delivery will be provided.
Strategies for self-care related to the topic will be reviewed.
SESSION OBJECTIVE: Explore behavioral health concerns associated with end-of-life, along with grief and
loss of all types; learn how to offer practical clinical and other skills to support individuals at these times in their
experience.
TARGET AUDIENCE: Behavioral health clinicians and others who interface with individual patients, family
members and others who are dealing with and supporting those dealing with grief and loss and end-of-life issues.
Track 3
SESSION:
PART 2-Personality Disorders: Diagnosis And Effective Interventions
SPEAKER:
Bob Werstlein, PhD, Training Director, Daymark Recovery Services
DESCRIPTION: Many clients with both substance abuse and mental health problems present with an
underlying personality disorder that can complicate treatment of the primary Axis I Disorder. This session will
help you recognize personality disorders and provide effective intervention strategies.
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SESSION OBJECTIVE: Attendees will be able to recognize personality disorders and provide effective
intervention strategies that take into account these maladaptive patterns so as to increase their effectiveness in
dealing with the primary problems
TARGET AUDIENCE: LME-MCOs and provider professionals
*CEU Hours Offered: When attended in conjunction with Personality Disorders-Part 1, NCSAPPB and NBCC has approved
these combined sessions (Part 1 and Part 2) for 3 hours-General Skills Building. To be eligible to obtain these hours and
receive your certificate for attendance, you MUST attend both Part 1 and Part II. No credit will be given for partial
attendance.
Track 4
SESSION:
Looking To Improve Without Needing A Black Belt
SPEAKER:
Dale Roenigk, Benchmarking Director and Faculty Member, UNC School of Government
DESCRIPTION: Looking to make improvements to improve quality or reduce costs can be challenging. Often
it is hard to figure where to start or how to identify promising projects. Learn a few simple tools and approaches
to help you mine your data to look for opportunities to reduce defects and delays in your organization's
operations.
SESSION OBJECTIVES:
1. introduce a small number of key tools for quality and process improvement;
2. identify data you probably already collect for improvement; and
3. learning a simple approach to identifying projects for improvement
TARGET AUDIENCE: People looking to start or ramp up their improvement efforts but who don't think they
have the training, time, patience, or other resources to do so.
Track 5
SESSION:
Moving Disability Employment Forward In North Carolina For People With Significant
Disabilities: Leveraging National Trends And New Federal Policies
SPEAKER:
Andrew Imparato, JD, Executive Director, Association of University Centers on Disabilities,
Silver Spring, MD
DESCRIPTION: In this session, the Executive Director of the Association of University Centers on Disabilities
will talk about recent developments in federal disability employment policy, including but not limited to the
recently passed Workforce Innovation and Opportunity Act (WIOA), the revised regulations for Section 503 of
the Rehabilitation Act (strengthening affirmative action requirements for federal contractors), and the Department
of Justice’s use of the ADA’s Olmstead decision in the employment context. Mr. Imparato joined AUCD last
September after serving for 3 years as the Disability Policy Director for Chairman Tom Harkin of the US Senate
Committee on Health, Education, Labor and Pensions so he brings an insider’s perspective to national policy
having worked on WIOA for Chairman Harkin before joining AUCD.
SESSION OBJECTIVE: Introduce the participant to recently passed Workforce Innovation and Opportunity Act
(WIOA), revised regulations for Section 503 of Rehabilitation Act, and use of the ADA's Olmstead decision
within employment.
TARGET AUDIENCE: LME-MCO staff, providers, stakeholders
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12:00 – 1:30 P.M.
LUNCH ON YOUR OWN
Tuesday 1:30 P.M. – 3:00 P.M. – BREAKOUT SESSIONS
(Choice of 5 Breakout Sessions)
Track 1
SESSION:
Affordable Care Act Basics For Providers And Consumers Of Behavioral Healthcare
Services
SPEAKER:
Mark F. Botts, Associate Professor of Public Law and Government, UNC School of
Government
DESCRIPTION: Open enrollment for 2014 is over, but open enrollment for 2015 starts November 15, 2014, and
in certain circumstances enrollment is allowed any time of the year. This session will discuss special enrollment
periods, the qualifications for premium subsidies, how to navigate the Health Insurance Marketplace, the tax
penalty for being uninsured, and consumer rights and protections under the ACA.
SESSION OBJECTIVES: 1) learning how to apply for coverage; 2) understanding the eligibility criteria;
3)identifying consumer rights and protections; and 4) learning about minimum coverage requirements and free
preventive services.
TARGET AUDIENCE: MCO-LMEs and provider agencies
Track 2
SESSION:
Program Integrity And Providers In Medicaid Managed Care
SPEAKERS:
Amanda Willett, Regulatory Compliance Manager, East Carolina Behavioral Health
Julie Sinclair, Sr. Director, Quality and Integrity Operations, Smoky Mountain LMEMCO
DESCRIPTION: One of the new functions of an LME-MCO that came with the implementation of the 1915B/C
Medicaid Waiver across the State of North Carolina included gaining responsibilities related to Program Integrity.
While this topic may sound intimidating, the LME-MCOs aspire to inform provider agencies on Program
Integrity to decrease the pessimistic implication associated with it. This standardized training from all LMEMCOs is designed to educate provider agencies on Program Integrity at the LME-MCO level. The session will
include an overview of the structure and day-to-day functions of LME-MCO Program Integrity including but not
limited to the purpose, investigation process, referral sources, possible sanctions, and laws/regulations related to
Program Integrity.
SESSION OBJECTIVES: Upon completion of the presentation, participants will be able to:
1. define purpose of program integrity in Medicaid Managed Care Organizations;
2. differentiate between types of investigations conducted by the LME-MCO;
3. list Program Integrity Referral Sources;
4. define program integrity investigation process;
5. list possible outcomes from program integrity investigations; and
6. identify laws/regulations/statues related to program integrity
TARGET AUDIENCE: Provider agencies, CFAC members
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Fall Conference
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Track 3
SESSION:
PART 1-Ethical Standards: Maintaining Professional Boundaries
SPEAKER:
Bob Werstlein, PhD, Training Director, Daymark Recovery Services
DESCRIPTION: This training will focus on assisting attendees in the identification of clear boundaries to
maintain effective therapeutic relationships.
SESSION OBJECTIVE: Staff will be able to identify potential boundary violations, signs of vulnerability to
boundary violations, and strategies to prevent dual relationships
TARGET AUDIENCE: LME-MCOs and provider professionals
*CEU Hours Offered: When attended in conjunction with Ethical Standards: Maintaining Professional Boundaries-Part 2,
NCSAPPB and NBCC has approved these combined sessions (Part 1 and Part 2) for 3 CEU hours-(SS ethics). To be eligible
to obtain these hours and receive your certificate for attendance, you MUST attend both Part 1 and Part II. No credit will be
given for partial attendance.
Track 4
SESSION:
Improving Behavioral Health Access And Care through Virtual Care Teams
SPEAKERS:
Erica Todd, Assistant Vice-President, Behavioral Health Access, Carolinas
HealthCare System;
Christine Zazzaro, Director, Behavioral Health Access, Carolinas HealthCare
System
Tchernavia Montgomery, Director, Behavioral Health Call Center, Carolinas
HealthCare System
Melissa Candela, Program Coordinator, Behavioral Health Integration, Carolinas
HealthCare System
DESCRIPTION: In North Carolina, there has been a dramatic increase in patients presenting to traditional
medical environments seeking treatment for behavioral health issues. Carolinas HealthCare System (CHS)
is dedicated to providing patients with improved access to behavioral health care, decreasing the amount of time
patients have to wait to receive necessary treatment and improving outcomes.
Through innovation and the use of technology, the CHS Behavioral Health Service line is using virtual
care teams to facilitate and support the care of behavioral health patients across a variety of medical
settings. These newly piloted programs are among the first of their kind in North Carolina to treat patients using
a variety of telemedicine and virtual care techniques. Multi-faceted virtual to treat care teams are partnering
with providers in primary care, acute care emergency departments, and inpatient medical units to provide a full
continuum of care to patients needing treatment to address behavioral health issues.
SESSION OBJECTIVES:
1. understanding clinical best practices in the evaluation, management, and treatment for behavioral health
consumers through virtual care teams;
2. the importance of partnering with Primary Care and Acute Care Providers to improve access and care
for behavioral health consumers;
3. identify hurdles involved in providing virtual care in traditional medical environments;
4. investigate the appropriate outcome measures to predict success or failure; and
5. understand how to leverage the unique skill set of specialized virtual care teams to optimize patient
access and outcomes
TARGET AUDIENCE: Health care administrators, physicians, and behavioral health professionals
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Fall Conference
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Track 5
SESSION:
SPEAKER:
The New CMS Rule Defining "Community" For Medicaid Long-Term Services And
Supports: What It Means And How To Use It In North Carolina
Andrew Imparato, JD, Executive Director, Association of University Centers on
Disabilities, Silver Spring, MD
DESCRIPTION: In January, the Centers for Medicare and Medicaid Services issued a groundbreaking final rule
defining “community” for purposes of home and community-based long-term services and supports under the
Medicaid program. The new rule is intended to clarify the importance of self determination and choice and has
big implications for North Carolina and other states. Mr. Imparato was involved in advocating for the rule and
has spoken in multiple states about implementation of this new rule. His organization, AUCD, launched a
website last Spring as a clearinghouse for states that are implementing the rule, at www.hcbsadvocacy.org.
SESSION OBJECTIVE: Introduce the participants to the new CMS rule defining "Community" and what that
means for NC.
TARGET AUDIENCE: LME-MCO staff, providers, stakeholders
3:00 P.M. – 3:15 P.M. BREAK: EXHIBITOR VISITATION-Mt. Mitchell/Roan Room-Exhibitor Sponsored Event
Tuesday- 3:15 P.M. – 4:45 P.M. – BREAKOUT SESSIONS
(Choice of 5 Breakout Sessions)
Track 1
SESSION:
Using Smartphones For Smarter Behavioral Health, A Case Study
SPEAKERS:
Bevy Miner, Head of Strategic Partnerships, Ginger.io
Matt Gymer, Director of Innovation, Novant Health
Todd Clark, Director of Behavioral Health Services, Novant Health,
DESCRIPTION: Novant Health and Ginger.io will present how they are using patient smartphones to
identify patterns in behavior that can indicate poor health and then use that insight to improve care. Presenters
will discuss the technology platform, its application in a clinical setting and the need to innovate across the
behavioral health landscape.
SESSION OBJECTIVE: In this session, you will learn how Novant Health is using an innovative mobile
platform that provides continuous behavioral insights to help deliver the right interventions to the right patients
at the right time and how you might implement this type of program in your own health system.
TARGET AUDIENCE: All those interested in learning more about the real-world application of a patientcentric mobile technology platform.
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Track 2
SESSION:
Gap Analyses: Evaluating Provider Capacity And Choice
SPEAKERS:
Shealy Thompson, Lead, Quality Management, Division of MH/DD/SAS
Robin Hale, GIS Instructor and Lab Supervisor, Appalachian State University
Kathy Nichols, Lead Wavier Contract Manager, Division of Medical Assistance
DESCRIPTION: Presenters will discuss the DHHS contractual requirements for LME-MCOs to conduct annual
analyses of network capacity and community needs and to develop plans to address service gaps. The presentation
will include demonstration of GIS techniques that can assist in identifying gaps.
SESSION OBJECTIVE: To explain DHHS requirements for ensuring that individuals have a choice of at least
two providers within 30 miles and demonstrate techniques that LME-MCOs can use to determine whether their
networks have sufficient capacity.
TARGET AUDIENCE: LME-MCO network and quality management staff
Track 3
SESSION:
PART 2-Ethical Standards: Maintaining Professional Boundaries
SPEAKER:
Bob Werstlein, PhD, Training Director, Daymark Recovery Services
DESCRIPTION: This training will focus on assisting attendees in the identification of clear boundaries to
maintain effective therapeutic relationships.
SESSION OBJECTIVE: Staff will be able to identify potential boundary violations, signs of vulnerability to
boundary violations, and strategies to prevent dual relationships
TARGET AUDIENCE: LME-MCOs and provider professionals
*CEU Hours Offered: When attended in conjunction with Ethical Standards: Maintaining Professional Boundaries-Part 1,
NCSAPPB and NBCC has approved these combined sessions (Part 1 and Part 2) for 3 CEU hours-(SS ethics). To be eligible
to obtain these hours and receive your certificate for attendance, you MUST attend both Part 1 and Part II. No credit will be
given for partial attendance.
Track 4
SESSION:
Alternative Methods Of Provider Reimbursement Strategies
SPEAKER:
Niels Eskelsen, Chief Business Officer, Partners Behavioral Health Management
DESCRIPTION: Currently most MCO and DMA reimburse providers on a Fee-For-Service basis. However,
there are other methods that have been used for provider reimbursement. Each have different risk for MCO and
Provider organizations. This presentation is a introduction into different reimbursement methodologies.
SESSION OBJECTIVE: Session participants will learn about Case Rate and Sub-Capitation reimbursement
methods and variations in contract to the Fee-for-Service Method. It will also include the different Risk and
Rewards for both managed care organizations and provider organizations. Under each reimbursement method,
there are clinical and operational considerations for both Providers and MCO that both similar and unique to each.
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TARGET AUDIENCE: The session will benefit finance and operational personal of provider and managed care
organizations.
Track 5
SESSION:
ICF- IDD. Is It The Final Destination?
SPEAKERS:
Christina Carter, Chief Operating Officer, Smoky Mountain Center LME-MCO
Stephanie Gilliam, Chief, Mental Health Licensure and Certification Section
Richard Anderson, Chief Operations Officer, RHA Howell Care Centers, Inc.
Sandy Ellsworth, IDD Lead, Division of MH/DD/SAS
DESCRIPTION: Come and join your LME-MCO, DHSR, and provider agency colleagues in an interactive
discussion regarding the I/DD level of care, including ethical considerations regarding the right service, in the
right amount, in an individual, integrated continuum of care. Beginning with ICF level of care; how is governance
mandated, and who is responsible for ensuring a true integrated, continuum of care exists.
SESSION OBJECTIVES: Participants will:
1. obtain a better understanding of the collaborative roles of the LME-MCO and DHSR, and what provider
agencies expect in terms of governance activity at the ICF-IDD service level; and
2. be able to discuss ethical considerations regarding the amount of service requested, the continuum of
integrated care, and issues surrounding "life long" services and supports in the I/DD world.
TARGET AUDIENCE: I/DD administrators, QMRPs, QIDDPs, compliance officers, QI/QA specialists
5:00 – 6:50 P.M.
HOSPITALITY SUITE –Thomas Wolfe, Room 220-Exhibitor Sponsored Event
“Visit with friends”
7:00 – 8:30 P.M.
CASUAL RECEPTION
Come and join us to visit with friends and associates. Heavy hors d’oeuvres will be served.
8:30 – 12:30 A.M.
ENTERTAINMENT – STAY TUNED FOR INFORMATION REGARDING TUESDAY
NIGHT’S ENTERTAINMENT
Sponsored by NC TIDE Exhibitors
WEDNESDAY – November 5, 2014
7:45 – 8:45 A.M.
CONTINENTAL BREAKFAST- Mt. Mitchell/Roan Room-Exhibitor Sponsored Event
7:45 – 10:30 A.M.
REGISTRATION – Laurel Registration Desk
Wednesday- 8:45 A.M. – 10:15 A.M.- BREAKOUT SESSION
(Choice of 4 Breakout Sessions)
Track 1
NOTE: BUSINESS SESSION-TO BE ANNNOUNCED. Watch Upcoming Announcements And
The NC TIDE Web
NC TIDE 2014
Fall Conference
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Track 2
SESSION:
Clinical Outcome Management: It's Time We Systematically Monitor
Progress
SPEAKER:
Igor Holas, CEO, Mentegram
DESCRIPTION: Measuring and managing clinical outcomes is critical to the effectiveness of a behavioral
health care organization. For far too long we have relied on sporadic assessments and apparent crises (e.g.
emergency room visits) as outcome assessment. In this session, we will learn a better way to conduct outcome
assessment, centered on daily monitoring. We will discover how to use daily monitoring to understand your
clients' progress, prevent crises, improve the care you provide, and prove impact to the various stakeholders of
your organization (such as your team, your funders, or the judicial system).
SESSION OBJECTIVE: Learn the value of systematic clinical outcome monitoring, and the best practices in
implementing it.
TARGET AUDIENCE: Providers, clinical supervisors, program supervisors, and clinical directors
Track 3
SESSION:
Process Mapping
SPEAKER:
Tim Huffman, Program Development, Partners Behavioral Health Management
DESCRIPTION: Process mapping is a simple yet powerful tool for improving functional activities within an
organization. Process maps allow a business to peel away the complexity of a task to focus on the work that is
being done.
Used properly, process maps can aid in improving processes allowing for reduced costs, streamlined
production, and quality improvement.
SESSION OBJECTIVES: Participants who attend the seminar should be able to:
1. understand what defines a “process”;
2. Understand the philosophy why an organization should use process mapping;
3. identify the organizational benefits received by process mapping;
4. describe the differences between flowcharting vs. process mapping;
5. identify the do’s and don’ts when collecting process data; and
6. identify the factors that provide quality improvement to a process
Examples of case studies, as well as in-class scenarios will be discussed.
TARGET AUDIENCE: Process owners and managers, business analysts, process improvement team
members
Track 4
SESSION:
ICD 10-Clinical Changes
SPEAKER:
Dr. Venkata Jonnalagadda, Medical Director, Eastpointe LME-MCO
NC TIDE 2014
Fall Conference
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DESCRIPTION: ICD-10 becomes effective 10/1/2015. As a clinician, what does that mean for me? What
changes will be occurring? What do I need to do to be prepared? Why do we need ICD-10? Dr. Jonnalagadda
will cover this and many other questions during this session. Get your practice ready!
SESSION OBJECTIVES:
1. overview of ICD-10;
2. how to prepare for the ICD-10 changes;
3. learn what is ICD-10 CM and ICD-1- PCS; and
4. learn what are the benefits of ICD-10
TARGET AUDIENCE: Clinicians, any other interested participants
10:15 – 10:30 BREAK
Wednesday- 10:30 A.M. – 11:45 A.M.- JOINT SESSION
CLOSING KEYNOTE ADDRESS
SPEAKER:
Dr. Aldona Wos, Secretary, North Carolina Department of Health and Human Services
SPEAKER INFORMATION: Governor Pat McCrory appointed Dr. Aldona Zofia Wos to serve as Secretary of
the North Carolina Department of Health and Human Services (DHHS), effective January 5, 2013.
Dr. Wos was born in Warsaw, Poland. She earned her medical degree at the Warsaw Medical Academy, and
completed her internship and residency in Internal Medicine and a fellowship in Pulmonary Medicine in New
York. Her experiences include time as a physician in private practice, corporate medicine, attending physician
duties, clinical care, teaching and consulting for both hospitals and private industry.
Dr. Wos was licensed to practice medicine in New York and North Carolina. She has been a member of the
American Medical Association, the American Medical Women’s Association, the American College of
Physicians, the Greater Greensboro Society of Medicine and the North Carolina Medical Society.
Dr. Wos was nominated by President George W. Bush in 2004 to serve as U.S. Ambassador to the Republic of
Estonia. She concluded her tour as Ambassador on December 17, 2006. During her tenure, Ambassador Wos
focused on winning the hearts and minds of the next generation of Estonian leaders, Russian integration,
HIV/AIDS prevention, and the preservation of Estonian culture.
Dr. Wos is the daughter of Paul Zenon Wos, who is a survivor of Flossenburg Concentration Camp, former
member of the Polish Home Army (AK) and recipient of “Righteous Among the Nations” medal from Yad
Vashem, among other distinguished awards. As a child of a survivor, Dr. Wos is passionate about presenting and
preserving full and accurate information about the Polish experience during World War II. Dr. Wos served two
terms on the United States Holocaust Memorial Council.
Dr. Wos has served on the UNC Board of Governors and on numerous boards of philanthropic and community
organizations including the United Way of Greater Greensboro, Family Services of the Piedmont, Hospice
Palliative Care of Greensboro, the National Conference of Community of Justice, Triad Stage Theatre and the
Sterling South Bank & Trust Company.
Presently, Dr. Wos serves on the boards of The Victims of Communism Memorial Foundation, The Institute of
World Politics and the Council of American Ambassadors – all headquartered in Washington, DC.
In June 2006, the Institute of World Politics in Washington, D.C. presented Dr. Wos with an honorary Doctorate
of Laws. In May 2009, Greensboro College presented Dr. Wos with an Honorary Doctorate of Humanities.
Dr. Wos, her husband Louis DeJoy and their twin children are residents of Greensboro, NC
NC TIDE 2014
Fall Conference
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11:45 – 12:00 P.M.
CLOSING REMARKS / DOOR PRIZES
We appreciate all of you who so generously donate door prizes from your agency.
Thanks for participating in our closing activities!
NOTE: Daymark Recovery Services is a NBCC-Approved Continuing Education Provider (ACEPTM) and a cosponsor of
this event/program. Daymark Recovery Services may award NBCC-approved clock hours for events or programs that meet
NBCC requirements. Sessions for which NBCC-approved clock hours will be awarded are identified in the conference
program. The ACEP maintains responsibility for the content of this event.
NC TIDE
2015 SPRING CONFERENCE
HILTON WILMINGTON RIVERSIDE
WILMINGTON, NC
APRIL 26, 2015-APRIL 29, 2015
NC TIDE 2014
Fall Conference
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CONFERENCE REGISTRATION:
Payment must be postmarked no later than October 20, 2014 to receive the early registration rate. The completed registration form must accompany payment. A
confirmation by email will be sent on receipt of registration and payment. Please call or email if you do not receive your confirmation to ensure you are registered.
REGISTRATION FEE:
Postmarked
Postmarked
Early Registration by10/20/14
10/21/14 –10/29/14
NC TIDE Members (LME/MCO, Provider, DHHS) – be sure you are a “2014” member
$ 160.00
$ 185.00
Non-Members (LME/MCO, Provider, DHHS)
$ 190.00
$ 215.00
One Day (LME/MCO, Provider, DHHS)
$ 105.00
$ 130.00
On-site Rates
On-site “Full” Registration (members/non-members) – Payment in hand only.
$ 235.00
On-site “One Day” Registration (members/non-members) – Payment in hand only.
$ 135.00
MAKE CHECK PAYABLE TO ‘NC TIDE’
Mail to:
Marilyn Brothers
Amount to be Paid $ _
_
NC TIDE
P O Box 2001
Cary, NC 27512-2001
Please help with handouts and seat planning. Place a check mark in the space to indicate sessions you plan to attend.
Monday 8:45 – 10:00
__Opening Keynote Address
Tuesday 10:30-12:00
__ Evaluation Of Internal Controls
__ Behavioral Health Care Applied To Issues Of Grief And Loss
Monday 10:15-11:45
__ Bridging The Gap In Services
__ Personality Disorders-Part 2
__ Most Useful Excel Commands
__ Looking To Improve Without A Black Belt
__ Where ASAM Meets The Road
__ Moving Disability Employment Forward In NC
__ PI In A Managed Care Environment
Tuesday 1:30-3:00
__People With Intellectual Disability And Autism
__ Affordable Care Act Basics For Providers And Consumers
__ Program Integrity And Providers In Medicaid Managed Care
Monday 1:15– 2:45
__ Trending NEXT: Behavioral Health Technology-Part 1
__ Ethical Standards: Maintaining Professional Boundaries-Part 1
__ Excel Functions and Formulas
__Improving Behavioral Health Access
__ Effective Engagement And Retention Strategies-Part 1
__ The New CMS Rule Defining “Community”
__ Human Rights Committees
__ Promoting Independence Through Smart Home Technology
Tuesday 3:15-4:45
__ Using Smartphones For Smarter Behavioral Health
Monday 3:00-4:30
__ Trending NEXT: Behavioral Health Technology-Part 2
__ Gap Analyses: Evaluating Provider Capacity And Choice
__ Innovative Strategies For Engaging Customers-Part 1
__ Ethical Standards: Maintaining Professional Boundaries-Part 2
__ Effective Engagement And Retention Strategies-Part 2
__ Alternative Methods Of Provider Reimbursement Strategies
__ Managing Public Records
__ ICF-IDD.Is It The Final Destination?
__ Older Families In North Carolina-Key Needs And Resources
Monday 4:30-5:30
Wednesday 8:45-10:15
__ Recent And Planned Updates To NC Tracks
__ Business Session (TBA)
__Innovative Strategies For Engaging Customers-Part 2
__ Clinical Outcome Management
__NC TOPPS
__ Process Mapping
__Detecting Fraud And Abuse Using Claims Data
__ ICD 10-Clinical Changes
__ Working With The I/DD Versus The Non-I/DD
Monday 5:30-6:00
__ Innovative Strategies For Engaging Customers-Part 3
Wednesday 10:30-11:45
__ Department of Labor Rules
__ Closing Keynote Session
Monday 5:30-6:00
__ MCO Networking
__ Provider Networking
Tuesday 8:30-10:00
__ Are You Ready For ICD-10?
__ Calibrating Your Workplace GPS
__ Personality Disorders-Part 1
__ Animal Assisted Therapy
__ Post Education-A Learning Pathway
(PLEASE PRINT ALL INFORMATION CLEARLY)
NAME
__________________________________________________________________________________________________
TITLE
__________________________________________________________________________________________________
AGENCY
__________________________________________________________________________________________________
PHONE
__________________________________
E-MAIL
__________________________________
MEMBERSHIP STATUS:
(Note: check your “2014 membership status )
NC TIDE 2014
Fall Conference
___ NC TIDE MEMBER (LME/MCO / PROVIDER / DHHS)
___ NON-MEMBER (LME/MCO / PROVIDER / DHHS)
___ OTHER NON-MEMBER
www.nctide.org
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NC TIDE 2014
Fall Conference
www.nctide.org
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