Session Schedule
tuesday, February 17
Session 1
3:30 PM
Home Care State
of the Union: Beyond 2026
Join an interactive and insightful discussion on the current landscape and future direction of the industry. Featuring voices from both local and national associations, this session will explore the most pressing challenges facing the sector, from workforce shortages and regulatory changes to financial pressures and innovation needs.
Participants will gain perspective on what’s happening now, what’s coming, and how agencies can prepare strategically. This is your opportunity to engage directly with industry leaders, share feedback, and be part of the conversation shaping the future of home care.
Session 2
4:30 PM
CareCircle Roundtables
Join a dynamic forum where your voice matters. Choose the round-table with the topic you are most passionate about. Share, learn, and connect with participants, addressing specific issues in the realm of home care. Engage in open discussions, exchange experiences, and gain valuable insights from other experts. Together, let's foster collaboration, share solutions, and elevate our collective expertise.
CareCircle Breakout 1 - Mastering Delegation

As your agency grows, the biggest bottleneck to expansion is often the executive team itself. This peer-led discussion invites you to share your frameworks for transitioning from tactical management to strategic oversight, focusing on how to build a middle-management layer that maintains quality without constant intervention. Come prepared to exchange real-world "lessons learned" on the specific tasks CEOs must shed to reach the next level of scale and how to maintain accountability across distant geographic regions.
CareCircle Breakout 2 - Marketing & Partnerships

In an increasingly competitive landscape, being "just another provider" leads to price wars and inconsistent referrals. This roundtable is a collaborative forum for leaders to discuss the shift from transactional marketing to integrated partnerships with MCOs, health systems, and physician groups. We will openly exchange strategies on how to move beyond a line-item vendor status and demonstrate that your agency’s clinical outcomes are an essential component of your partners' financial success.
CareCircle Breakout 3 - Technology Transformations

Technology should be a force multiplier, yet many agencies find themselves "software rich but insight poor." This session is a candid, "behind-the-scenes" conversation where participants can stress-test their tech stacks, comparing the ROI of various platforms and the reality of multi-state system migrations. Join your peers to discuss where automation is actually driving margins, and which digital tools are truly essential for a modern "Command Center" view of your operations.
CareCircle Breakout 4 - Expansion , Licensure & Laws

Entering a new market brings a complex web of state-specific labor laws, licensure requirements, and reimbursement models that can derail even the best growth plans. This peer-led discussion is designed for executives to compare notes on the "frictions" of market entry and share best practices for building a scalable legal infrastructure across multiple states. We will engage in a collective deep dive into state-specific compliance traps and discuss how to standardize corporate protocols while remaining flexible enough to meet local regulatory mandates.
CareCircle Breakout 5 - M&A Masterminds

Whether you are actively acquiring or positioning for a future exit, the nuances of an M&A transaction are best understood through shared experience. This collaborative mastermind provides a confidential space to discuss current valuation trends, deal-structure shifts, and the "hidden" due diligence red flags that don't appear in the LOI. Participants are encouraged to share their experiences with post-merger integration, from maintaining cultural alignment to merging disparate clinical workflows in the high-pressure wake of an acquisition.
wednesday, February 18
Session 3
9:30 AM
Financial Fortitude: Strategic Payer Diversification for Long-Term Resilience
In an era of tightening margins and unpredictable reimbursement shifts, relying on a narrow payer base is no longer a sustainable strategy for multi-state enterprise agencies. As Medicare Advantage continues to expand and state-specific Medicaid landscapes shift, executives must move beyond reactive billing to proactive portfolio management. Understanding the interplay between Private Pay, MCOs, and traditional payers is essential not just for incremental revenue growth, but for insulating your organization against localized policy changes and market volatility.
This session provides a strategic roadmap for diversifying your payer mix to ensure financial stability and operational flexibility. We will dive into the nuances of negotiating high-value contracts, the due diligence required to enter new payer markets, and the best practices for maintaining profitable, long-term relationships with diverse entities. Participants will walk away with a framework for evaluating their current risk profile and a clear set of criteria for identifying and securing the most advantageous payer partnerships for their multi-state footprint.
Session 4
10:30 AM
HIPAA, Hackers, & Homecare: Navigating Risks in an increasingly Global & Digital World
With the rise of AI tools and international outsourcing, protecting sensitive data has never been more complex, presenting significant new challenges for home care agencies in maintaining data security and regulatory compliance. The evolving cybersecurity landscape now requires a comprehensive understanding of HIPAA requirements, digital vulnerabilities, and the specific risks and responsibilities that accompany offshoring patient data.
This session will explore these critical issues, providing attendees with essential knowledge on risk mitigation strategies and tools. Participants will learn what protections are necessary, where common pitfalls lie, the necessary due diligence before beginning to work with new software, and most importantly, how to effectively safeguard their agency and patient data in an increasingly connected and complex global environment.
Session 5
11:45 AM
Management, Metrics, & Momentum: Optimizing Operations for Growth & Value Based Care
Scaling a multi-state agency requires more than just increasing headcount; it demands a sophisticated architectural shift from manual oversight to system-driven growth. As organizations expand, the cracks in workflow and communication often become magnified, leading to "growth plateaus" and administrative bloat. This session addresses the fundamental challenge of maintaining operational integrity at scale, focusing on how top-tier executives transition from reactive troubleshooting to proactive strategy by optimizing every layer of their administrative engine.
We will dissect the specific Key Performance Indicators (KPIs) that actually drive decision-making in a high-growth environment, moving beyond simple revenue tracking to deep-dive metrics on staff utilization and workflow efficiency. Participants will gain insights into building a resilient leadership tier capable of fostering cultural alignment across diverse geographic markets. By the end of this session, attendees will have a blueprint for streamlining their internal processes, ensuring that their administrative infrastructure is a catalyst for growth rather than a bottleneck.
Executive speed networking
1:00 pM
Step into an exclusive executive networking experience curated and led by Meir Kay. Designed for serious professionals in the home care industry, this structured session connects you directly with fellow leaders, innovators, and growth-minded executives. Strategic conversations. Valuable relationships. Real opportunities.
Session 6
1:45 PM
The Premium Exit: Mastering the M&A Lifecycle
In a maturing home care market, the difference between a standard exit and a premium valuation often lies in the "hidden metrics" that sophisticated buyers use to assess long-term risk and scalability. For multi-state executives, the M&A process is no longer just about a simple EBITDA multiple; it is a rigorous stress test of your compliance infrastructure, payor concentration, and operational "normalization." This session will peel back the curtain on the current M&A landscape, exploring how buyers evaluate multi-state footprints and the specific levers—from billing audits to technology integration—that can either derail a deal or drive a record-breaking valuation.
Through real-world case studies, we will navigate the full transaction cycle, from the "Art of Adjusting" (EBITDA normalization) to the critical post-close integration phase. Participants will learn how to identify and rectify compliance red flags before they hit the due diligence table, how to position financial data to reflect true earning potential, and how to balance the strategic complexities of a sale with the emotional realities of a transition. Whether you are actively preparing for an exit or simply building for future value, this session provides the executive toolkit needed to sell without regret and maximize shareholder returns.
Session 7
3:00 PM
Intelligent Operations: Leveraging AI for Operational Efficiency and Clinical Impact
As labor shortages persist and regulatory scrutiny intensifies, AI has transitioned from a futuristic concept to a fundamental necessity for multi-state agency survival. For enterprise leaders, the value of AI lies in its ability to solve the "unsolvable" problems of home care: optimizing fragmented schedules across thousands of miles, automating the crushing burden of clinical documentation, and identifying at-risk patients before a high-cost acute event occurs. This session moves past the buzzwords to examine the practical, high-impact applications of AI that are currently redefining the standard of care and the health of the bottom line.
Attendees will explore real-world case studies demonstrating how AI-driven automation significantly reduces overhead by streamlining "cost to collect" workflows and minimizing manual compliance audits. We will detail exactly how agencies are seeing a return on investment—from saving thousands of hours in nursing documentation to improving patient outcomes through predictive risk stratification. Participants will leave with a strategic framework for selecting the right AI partners, managing the cultural shift within their care teams, and deploying technology that enhances the human element of care rather than replacing it.
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