Self-Direction Conference


The Self-Direction Conference was held in April 2019 in Baltimore, Maryland.

This innovative conference included two days, new tracks, and hundreds of attendees -- all focused on self-direction. In addition to the always-popular Financial Management Services (FMS) sessions, we offered sessions for state programs, participants, families, direct support professionals, support brokers, and other stakeholders. Our sessions explored innovative practices and highlight exemplary programs from around the country.


Monday, April 29th

8:00 AM


8:00-9:00 AM


9:00-9:20 AM


9:20-10:15 AM

Open plenary: A Conversation with Andy Arias

10:30-11:45 AM

The FLSA and Employment Scenarios in Self-Direction with the US Deparment of Labor

  Self-Direction in Australia and Korea: No Passport Required

Myth-Busters: Can Self-Direction and Managed Care Coexist?

11:45 AM- 1:00 PM Lunch co-sponsored by Centene

Food for Thought: Lunch with State Program Staff

1:00-2:00 PM

From The Horse's Mouth: Exploring IRS Guidance on Fiscal/Employer Agent Operations


The Importance of Telling Your Story: Reaching State Policy-Makers

  Accomplishments and Challenges: Reflections from State Program Leaders
2:15-3:15 PM

FMS -- Ask the Experts


Self-Direction: Are We There Yet?


The Quest for Quality: Strategies and Solutions


Federal Policy Updates: What's New for HCBS and Self-Direction

3:15-3:45 PM


3:45-5:00 PM

Plenary: Electronic Visit Verification (EVV) So Far: A Status Update from the Centers for Medicare and Medicaid Services (CMS)

6:00-8:00 PM

Self-Direction Conference Reception and Awards Ceremony co- sponsored by Annkissam

Tuesday, April 30th

8:00-9:00 AM


9:00-10:15 AM

Strategies for Reaching Diverse Populations in Self-Direction


You Can Do THAT? Making the Most of Budget Authority


Start Where You Are, Use What You Have, Do What You Can: Making the Most of Employer Authority

10:30-11:45 AM Nothing's Finer than a Compliant I-9er

Veteran Directed Care (VDC) Program: Federal Policy Updates


Self-Directing for a Lifetime

11:45 AM- 1:00 PM

Lunch co-sponsored by Anthem

1:00-2:00 PM

State Implementation of Department of Labor Home Care Rule with US Health and Human Services


The Journey to Culturally Competent and Culturally Relevant Self-Direction

  Day by Day by Day: Self-Direction from the Workers' Perspective
2:15-3:45 PM

Plenary: Self-Direction Then and Now: A Look at How Self-Direction Has Grown and Changed Over the Past 10 Years

Showcase: Tools & Tech to Self-Direct

As an integral part of the workshop, we offered a Tools & Tech to Self-Direct Showcase. The Showcase ran concurrently with the conference sessions and will included demonstrations from 7 different organizations.

Tools & Tech to Self-Direct Showcase Schedule:

Monday, April 29th

10:30-10:55 AM               GT Independence

11:10-11:35 AM               Direct Care Innovations

1:00-1:25 PM                   Clock In Clock Out

1:25-1:50 PM                   Grayswan Software

Tuesday, April 30th

9:00-9:25 AM                   HHAeXchange

9:35-10:00 AM                 PCG Public Partnerships

10:30-10:55 AM               Tellus, LLC.

Vendors can learn more about the Tools and Tech to Self-Direct showcase here.

Self-Direction Awards

The Self-Direction Awards Ceremony was held during the 2019 Self-Direction Conference Reception on Monday, April 29th. You can learn more about the awards here.