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The Premier Home Care Symposium for Leaders & Innovators
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Friday, September 4
 

9:15am EDT

Beyond Billing: Financial Strategies for Home Care Agency Growth with Norlynn Story
Looking to grow your agency but unsure how to fund the next stage of your business?
Growth requires more than exceptional care and strong leadership. It requires access to capital, healthy cash flow, and a financial strategy that can support hiring, payroll, technology investments, expansion, and the day-to-day realities of running a home care agency.
This session will explore funding options, lending readiness, cash flow management, payment solutions, fraud prevention, and other banking strategies designed to help home care agencies grow with confidence. Whether you're seeking financing today, preparing for future growth, or looking for ways to strengthen your agency's financial position, you'll gain practical insights to help make informed decisions, improve financial stability, and build a stronger foundation for long-term success.


Speakers
avatar for Norlynn R. Story

Norlynn R. Story

Business Access Advisor, U.S. Bank
Norlynn Story, is a seasoned banking professional with over 20 years of experience, having advanced from a teller position to become a trusted expert in the financial industry. Over the years, she has navigated the evolving landscape of banking with dedication and passion, continuously learning... Read More →
Friday September 4, 2026 9:15am - 10:15am EDT
Hope Ballroom A @Hilton Cleveland Downtown 100 Lakeside Ave E, Cleveland, OH 44114, USA

10:15am EDT

Sponsor Highlight: Coleman, Trillow and Associates

Friday September 4, 2026 10:15am - 10:30am EDT
Hope Ballroom A @Hilton Cleveland Downtown 100 Lakeside Ave E, Cleveland, OH 44114, USA

10:30am EDT

15 Minute Break
Friday September 4, 2026 10:30am - 10:45am EDT

Friday September 4, 2026 10:30am - 10:45am EDT

10:45am EDT

Caring Through Foster Care

Speakers
avatar for Emma Catherine Bango

Emma Catherine Bango

Regional Manager, National youth Advocate Program
Friday September 4, 2026 10:45am - 11:45am EDT
Center Street Meeting Room C @Hilton Cleveland Downtown 100 Lakeside Ave E, Cleveland, OH 44114, USA

10:45am EDT

Planning For Your Financial Future

Speakers
avatar for Josh Liberati

Josh Liberati

Partner, Coleman, Trillow & Associates
Primarily helping business owners, sales professionals and consultants, Josh’s practice centers on the implementation of comprehensive, strategic financial planning with a focus on tax strategies, risk management and optimized wealth accumulation. Outside of the office, you can... Read More →
Friday September 4, 2026 10:45am - 11:45am EDT
Center Street Meeting Room A @Hilton Cleveland Downtown 100 Lakeside Ave E, Cleveland, OH 44114, USA

10:45am EDT

Stop the Spin: A Caregiver Retention Playbook for Home Care Agency Owners

Speakers
avatar for Julio Briones

Julio Briones

Senior Homecare Strategist, Briones Consulting Group
Friday September 4, 2026 10:45am - 11:45am EDT
Center Street Meeting Room B @Hilton Cleveland Downtown 100 Lakeside Ave E, Cleveland, OH 44114, USA

12:00pm EDT

Lunch Break
Friday September 4, 2026 12:00pm - 1:00pm EDT

Friday September 4, 2026 12:00pm - 1:00pm EDT

1:00pm EDT

Panel: Money Moves: Funding and Investing in Your Future

Speakers
avatar for Norlynn R. Story

Norlynn R. Story

Business Access Advisor, U.S. Bank
Norlynn Story, is a seasoned banking professional with over 20 years of experience, having advanced from a teller position to become a trusted expert in the financial industry. Over the years, she has navigated the evolving landscape of banking with dedication and passion, continuously learning... Read More →
avatar for Dr. Derrick Howell

Dr. Derrick Howell

Owner & Principal Consultant, Ascend Financial Consulting
avatar for Josh Liberati

Josh Liberati

Partner, Coleman, Trillow & Associates
Primarily helping business owners, sales professionals and consultants, Josh’s practice centers on the implementation of comprehensive, strategic financial planning with a focus on tax strategies, risk management and optimized wealth accumulation. Outside of the office, you can... Read More →
avatar for Ashira Nelson, CPA

Ashira Nelson, CPA

Owner, Savvy Girl Tax
AShira Nelson, CPA, is the owner of Savvy Girl Tax and a 15-year veteran of tax and accounting, with a passion for helping small business owners build on a strong financial foundation.
Friday September 4, 2026 1:00pm - 2:00pm EDT
Hope Ballroom A @Hilton Cleveland Downtown 100 Lakeside Ave E, Cleveland, OH 44114, USA

2:00pm EDT

Beyond the Diagnosis Integrating Mental Health into Everyday Home Care Practice
This session is designed for healthcare professionals who want to move beyond simply completing the task of care and become more skilled at understanding the person, family, and emotional experience behind the diagnosis.

Beyond the Diagnosis: Integrating Mental Health into Everyday Home Care Practice explores the often-unseen connection between emotional well-being, physical health, and the everyday care provided in the home. Home care professionals are in a unique position to notice subtle shifts in mood, behavior, family dynamics, coping, and overall functioning, sometimes long before a mental health concern becomes a crisis.

Through an engaging and practical Washington Wellness Institute approach, participants will learn how to recognize early signs of depression, anxiety, trauma responses, isolation, substance misuse, caregiver burnout, and behavioral health decline. The session will also introduce trauma-informed communication, de-escalation strategies, supportive ways to engage families, and tools for responding to distress while preserving dignity and trust.

Just as importantly, the presentation will address the emotional impact of caregiving on healthcare professionals themselves, including compassion fatigue, secondary traumatic stress, and the importance of team resilience. Participants will leave with immediately usable strategies to strengthen their confidence, communication, awareness, and ability to provide whole-person care.
Speakers
avatar for Dr. William C. Washington

Dr. William C. Washington

CEO/ Clinical Director, Washington Wellness Institute
Dr. William C. Washington, affectionately known as Dr. Will, is a psychologist, clinician, educator, musician, and community healer whose work bridges mental health, culture, creativity, and collective wellness. He is the founder of the Washington Wellness Institute, where he develops... Read More →

Friday September 4, 2026 2:00pm - 3:00pm EDT
Center Street Meeting Room C @Hilton Cleveland Downtown 100 Lakeside Ave E, Cleveland, OH 44114, USA

2:00pm EDT

The Home Care Blueprint: How to find your niche, understand licensing, and launch an agency

Speakers
avatar for Louis Rios

Louis Rios

Founder, Continuum Home Health Care
Louis Rios is the Founder and CEO of Continuum Home Health Care and Louis Rios Consulting. With over 15 years of healthcare experience, Louis built his home care agency from the ground up into a multi-million-dollar company serving families across West Michigan.
After stepping a... Read More →
Friday September 4, 2026 2:00pm - 3:00pm EDT
Center Street Meeting Room B @Hilton Cleveland Downtown 100 Lakeside Ave E, Cleveland, OH 44114, USA

3:00pm EDT

15 Minute Break
Friday September 4, 2026 3:00pm - 3:15pm EDT

Friday September 4, 2026 3:00pm - 3:15pm EDT

3:15pm EDT

Main Stage Speaker: Judge William Dawson

Friday September 4, 2026 3:15pm - 4:15pm EDT
Hope Ballroom A @Hilton Cleveland Downtown 100 Lakeside Ave E, Cleveland, OH 44114, USA

5:00pm EDT

Care Connect Lounge Sponsored by Acacia Growth Strategies

Speakers
avatar for Dr. Monique Christian-Long

Dr. Monique Christian-Long

Director of Org Development & Consultant, Safe Harbor Home Healthcare & Acacia Growth Strategies
Director of Organizational Development  |  Academic Librarian  |  Organizational Strategy ConsultantDr. Monique Christian-Long is a dynamic leader with 15 years of experience across higher education, libraries, healthcare, and nonprofit organizations. She currently serves as the Director of Organizational Development at Safe Harbor Home Healthcare, where she oversees leadership train... Read More →
Friday September 4, 2026 5:00pm - 9:00pm EDT
Hope Ballroom E @Hilton Cleveland Downtown
 
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