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Suggested Citation:"Appendix A: Workshop Agenda." Institute of Medicine and National Research Council. 2014. Financing Long-Term Services and Supports for Individuals with Disabilities and Older Adults: Workshop Summary. Washington, DC: The National Academies Press. doi: 10.17226/18538.
×

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
Suggested Citation:"Appendix A: Workshop Agenda." Institute of Medicine and National Research Council. 2014. Financing Long-Term Services and Supports for Individuals with Disabilities and Older Adults: Workshop Summary. Washington, DC: The National Academies Press. doi: 10.17226/18538.
×
  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

Suggested Citation:"Appendix A: Workshop Agenda." Institute of Medicine and National Research Council. 2014. Financing Long-Term Services and Supports for Individuals with Disabilities and Older Adults: Workshop Summary. Washington, DC: The National Academies Press. doi: 10.17226/18538.
×

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

Suggested Citation:"Appendix A: Workshop Agenda." Institute of Medicine and National Research Council. 2014. Financing Long-Term Services and Supports for Individuals with Disabilities and Older Adults: Workshop Summary. Washington, DC: The National Academies Press. doi: 10.17226/18538.
×
  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

Suggested Citation:"Appendix A: Workshop Agenda." Institute of Medicine and National Research Council. 2014. Financing Long-Term Services and Supports for Individuals with Disabilities and Older Adults: Workshop Summary. Washington, DC: The National Academies Press. doi: 10.17226/18538.
×
  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

  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
Suggested Citation:"Appendix A: Workshop Agenda." Institute of Medicine and National Research Council. 2014. Financing Long-Term Services and Supports for Individuals with Disabilities and Older Adults: Workshop Summary. Washington, DC: The National Academies Press. doi: 10.17226/18538.
×
  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

Suggested Citation:"Appendix A: Workshop Agenda." Institute of Medicine and National Research Council. 2014. Financing Long-Term Services and Supports for Individuals with Disabilities and Older Adults: Workshop Summary. Washington, DC: The National Academies Press. doi: 10.17226/18538.
×
Page 57
Suggested Citation:"Appendix A: Workshop Agenda." Institute of Medicine and National Research Council. 2014. Financing Long-Term Services and Supports for Individuals with Disabilities and Older Adults: Workshop Summary. Washington, DC: The National Academies Press. doi: 10.17226/18538.
×
Page 58
Suggested Citation:"Appendix A: Workshop Agenda." Institute of Medicine and National Research Council. 2014. Financing Long-Term Services and Supports for Individuals with Disabilities and Older Adults: Workshop Summary. Washington, DC: The National Academies Press. doi: 10.17226/18538.
×
Page 59
Suggested Citation:"Appendix A: Workshop Agenda." Institute of Medicine and National Research Council. 2014. Financing Long-Term Services and Supports for Individuals with Disabilities and Older Adults: Workshop Summary. Washington, DC: The National Academies Press. doi: 10.17226/18538.
×
Page 60
Suggested Citation:"Appendix A: Workshop Agenda." Institute of Medicine and National Research Council. 2014. Financing Long-Term Services and Supports for Individuals with Disabilities and Older Adults: Workshop Summary. Washington, DC: The National Academies Press. doi: 10.17226/18538.
×
Page 61
Suggested Citation:"Appendix A: Workshop Agenda." Institute of Medicine and National Research Council. 2014. Financing Long-Term Services and Supports for Individuals with Disabilities and Older Adults: Workshop Summary. Washington, DC: The National Academies Press. doi: 10.17226/18538.
×
Page 62
Next: Appendix B: Speaker Biographical Sketches »
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Financing Long-Term Services and Supports for Individuals with Disabilities and Older Adults is the summary of a workshop convened in June 2013 by the Forum on Aging, Disability, and Independence of the Institute of Medicine and the National Research Council to examine the financing of long-term services and supports for working-age individuals with disabilities and among individuals who are developing disabilities as they age. The workshop covered both older adults who acquire disabilities and younger adults with disabilities who may acquire additional impairments as they age, the target population of the Forum's work. The challenges associated with financing long-term services and supports for people with disabilities impacts all age groups. While there are important differences between the characteristics of programs developed for different age groups, and specific populations may have different needs, this workshop addressed the financing sources for long-term services and supports in general, noting specific differences as appropriate.

The financing of long-term services and supports has become a major issue in the United States. These are the services and supports that individuals with disabilities, chronic conditions, and functional impairments need in order to live independently, such as assistance with eating, bathing, and dressing. Long-term services and supports do not include the medical or nursing services required to manage health conditions that may be responsible for a disabling condition. At least 11 million adults ages 18 and over receive long-term services and supports. Only a little more than half of them - 57 percent - are ages 65 or older. One study found that about 6 percent of people turning 65 in 2005 could expect to have expenses of more than $100,000 for long-term services and supports. Financing Long-Term Services and Supports for Individuals with Disabilities and Older Adults discusses 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. This report considers the role of families, business, and government in financing long-term services and supports and discusses implications of and opportunities for current and innovative approaches.

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