Appendix A

Workshop Agenda

Financing Long-Term Services and Supports for Individuals with Disabilities and Older Adults: A Workshop

June 12, 2013

National Academy of Sciences Building
Lecture Room
2101 Constitution Avenue, NW
Washington, DC 20418

Institute of Medicine and National Research Council
Forum on Aging, Disability, and Independence

Workshop Objectives

•   Provide an overview of the scope and trends of current sources of financing for long-term services and supports for working-age individuals with disabilities and older adults aging into disability, including income supports and personal savings.

•   Consider the role of families, the government, and the private sector in financing long-term services and supports.

•   Discuss implications of and opportunities for current and innovative approaches.

9:00 a.m. Welcome and Opening Remarks

 

Alan M. Jette, Forum Co-Chair

  Professor of Health Policy and Management
  Boston University School of Public Health


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Appendix A Workshop Agenda Financing Long-Term Services and Supports for Individuals with Disabilities and Older Adults: A Workshop June 12, 2013 National Academy of Sciences Building Lecture Room 2101 Constitution Avenue, NW Washington, DC 20418 Institute of Medicine and National Research Council Forum on Aging, Disability, and Independence Workshop Objectives • Provide an overview of the scope and trends of current sources of financing for long-term services and supports for working-age individuals with disabilities and older adults aging into disability, including income supports and personal savings. • Consider the role of families, the government, and the private sec- tor in financing long-term services and supports. • Discuss implications of and opportunities for current and innova- tive approaches. 9:00 a.m. Welcome and Opening Remarks Alan M. Jette, Forum Co-Chair Professor of Health Policy and Management Boston University School of Public Health 57

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58 FINANCING LONG-TERM SERVICES AND SUPPORTS John W. Rowe, Forum Co-Chair Professor Columbia University SESSION 1: DEFINING THE CHALLENGE Panel Moderator: Robert Jarrin, Senior Director, Government Affairs Qualcomm, Inc. 9:15–10:30 a.m. Overview Judith Feder Professor, Georgetown Public Policy Institute Georgetown University Specific Challenges Key to These Discussions Workforce Robyn Stone Executive Director and Senior Vice President of Research, LeadingAge Center for Applied Research Technology Laurie Orlov Founder of Aging in Place Technology Watch Personal Preferences for Care Lisa I. Iezzoni Director, Mongan Institute for Health Policy Massachusetts General Hospital; Professor of Medicine Harvard Medical School Question-and-Answer Session

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APPENDIX A 59 SESSION II: THE ROLE OF INDIVIDUALS AND FAMILIES Each speaker will address • Current extent of expenditures, projected trends • Innovative solutions in their area, including necessary incentives and potential impacts on individuals • Any relevant examples from international experiences • Areas where further research is needed Panel Moderator: Lisa I. Iezzoni, Director, Mongan Institute for Health Policy, Massachusetts General Hospital; Professor of Medicine, Harvard Medical School 10:30–11:45 a.m. Personal Savings Richard W. Johnson Senior Fellow, Director of the Program on Retirement Policy in the Income and Benefits Policy Center, Urban Institute Family Caregiving Gail Hunt President and CEO of the National Alliance for Caregiving Question-and-Answer Session 11:45 a.m.–12:45 p.m. Lunch SESSION III: THE ROLE OF GOVERNMENT Each speaker will address • Current extent of expenditures, projected trends • Innovative solutions in their area, including necessary incentives and potential impacts on individuals • Any relevant examples from international experiences • Areas where further research is needed

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60 FINANCING LONG-TERM SERVICES AND SUPPORTS Panel Moderator: Margaret Campbell, Senior Scientist for Planning and Policy Support, National Institute on Disability and Rehabilitation Research (NIDRR) 12:45–2:15 p.m. Innovations in Public Income Support Programs David Stapleton Senior Fellow and Director of the Center for Studying Disability Policy Mathematica Policy Research Medicaid MaryBeth Musumeci Associate Director, Kaiser Commission on Medicaid and the Uninsured Henry J. Kaiser Family Foundation Erica Reaves Policy Analyst, Kaiser Commission on Medicaid and the Uninsured Henry J. Kaiser Family Foundation Social Insurance Lee Goldberg Vice President for Health Policy National Academy of Social Insurance Question-and-Answer Session 2:15–2:30 p.m. Break SESSION IV: THE ROLE OF THE PRIVATE SECTOR Each speaker will address • Current extent of expenditures, projected trends • Innovative solutions in their area, including necessary incentives and potential impacts on individuals • Any relevant examples from international experiences • Areas where further research is needed

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APPENDIX A 61 Panel Moderator: René Seidel, Vice President of Programs and Operations, The SCAN Foundation 2:30–4:00 p.m. Private Long-Term Care Insurance John O’Leary President O’Leary Marketing Associates Expanding Private Long-Term Care Insurance and Strengthening Medicaid Richard Frank Margaret T. Morris Professor of Health Economics Department of Health Care Policy Harvard Medical School The Role of the Private Sector in Improving Retirement Income Adequacy Jack VanDerhei Research Director Employee Benefit Research Institute Question-and-Answer Session SESSION V: LOOKING FORWARD: REACTORS PANEL Panel Moderator: John W. Rowe, Professor, Columbia University 4:00–4:50 p.m. Henry Claypool Executive Vice President American Association of People with Disabilities G. William Hoagland Senior Vice President Bipartisan Policy Center

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62 FINANCING LONG-TERM SERVICES AND SUPPORTS Joshua Wiener Distinguished Fellow and Program Director for Aging, Disability and Long-Term Care RTI International 4:50 p.m. Closing Remarks and Thoughts 5:00 P.M. Adjourn