Self Direction Conference

Choice. Control. Efficiency.

May 8, 2017 to May 9, 2017

The National Resource Center for Participant-Directed Services (NRCPDS) has offered a biennial Financial Management Services (FMS) Conference for the past 10 years. With the NRCPDS moving to Applied Self Direction, we were excited to build on the successful FMS Conference and host a Self Direction Conference. The Self Direction Conference was held on May 8th-9th, 2017 at the Hyatt Regency Baltimore Inner Harbor in Baltimore, MD.


Monday, May 8th

8:00 - 9:00 AM Breakfast: Co-Sponsored by Anthem

9:00 - 9:20 AM Welcome

9:20 - 10:15 AM Plenary: Building the Caring Economy: Workforce Investments to Expand Access to Affordable, High Quality Early and Long-Term Care

10:30 - 11:45 AM Breakout Sessions

  • Offering A (FMS Track): Measure Twice, Cut Once: Preparing to Release an FMS Request for Proposal (RFP)
  • Offering B: Self-Directed Supports in a Changing Environment: Building Program Integrity
  • Offering C: 8 Ways to Become the "MacGyver" of Self Direction Advocacy

11:45 AM - 1:00 PM Lunch: Co-Sponsored by CYMA

1:00 - 2:00 PM Breakout Sessions

  • Special Addition: The Fair Labor Standards Act and Self-Directed Home Care Programs
  • Offering A (FMS Track): Fundamentals of Fiscal/Employer Agent (F/EA) Forms
  • Offering B: Providing Self-Directed Services Under §1915(c) Waiver and §1915(i) State Plan Medicaid Authorities
  • Offering C: Mitigating Conflict of Interest in Case Management: State Efforts and Regulatory Requirements

2:15 - 3:15 PM Breakout Sessions

  • Offering A (FMS Track): Self Direction in Managed Care and the FMS Provider
  • Offering B: Self-Directed Services under Medicaid §1915(j) and (k) State Plan Authorities
  • Offering C: Taking a Broader Look at Outcomes: How Social Determinants of Health Can Positively Impact Ongoing Independence

3:45 - 5:00 PM Plenary: Self Direction in the New World Order of Social Programs: An Innovative Opportunity for Community Living

6:00 - 8:00 PM Reception and Self Direction Awards Ceremony

    Tuesday, May 9th

    8:00 - 9:00 AM Breakfast

    9:00 - 10:15 AM Breakout Sessions

    • Offering A (FMS Track): Updates from the Internal Revenue Service
    • Offering B: How Do Participants in Mental Health Self Direction Use Their Budgets? Numbers and Narratives from the States
    • Offering C: Update on Federal Policies that Affect Home and Community-Based Services (HCBS)

    10:30 - 11:45 AM Breakout Sessions

    • Offering A (FMS Track): FMS Best Practices from Participant Experience
    • Offering B: Clearing the Path Ahead: A Roadmap for Partnering with People to Create Meaningful, Fully Self-Determined Lives
    • Offering C: The Veteran-Directed Home & Community Based Services (VD-HCBS) Program: Federal Policy Updates

    11:45 AM - 1:00 PM Lunch: Co-Sponsored by Annkissam and Centene Corporation

    1:00 - 2:00 PM Breakout Sessions

    • Offering A: Developing and Implementing Quality Improvement Systems and Performance Measures for State Self-Directed Service Programs and FMS and I&A Support Entities
    • Offering B: Electronic Visit Verification (EVV) Implementation in Self Direction
    • Offering C: Personal Supports Budgets as a Means for Promoting Self Direction: Balancing Ideology with Fiscal Discipline Within a LifeCourse Framework

    2:15 - 3:45 PM Plenary: Advancing Self Direction in Mental Health

    3:45 - 4:00 PM Closing

    Self Direction Awards

    We held a Self Direction Awards Ceremony during the conference reception on Monday, May 8th. The awards recognized individuals’ exceptional contribution to advancing self direction and supporting self-directing participants. You can learn more about the 2017 Self Direction Award winners here.

    Session Materials

    2017 Self Direction Conference session slides and handouts are available here

    2019 Self Direction Conference

    We're planning our next Self Direction Conference will be in Spring 2019. Stay tuned for more details!