Aging In Place In Suburbia: A WORKING SUMMIT AND BEYOND Recent trends toward increased longevity will fundamentally change our society. The young, the middle aged, and older adults will all be affected by this trend. Our neighborhoods, our cities, and our government will be impacted as well. It behooves us all to create communities that both promote successful aging and support aging in place. We know that the suburban environment offers special challenges for aging in place. Without the amenity of available public transportation, older adults may suffer from social isolation, and inaccessibility to services and facilities, such as pharmacies and supermarkets. Some older adults who are homeowners may find themselves unable to afford or provide normal maintenance. These conditions may make older adults in suburbia more vulnerable to being undiscovered when they fall. Situated in the middle of the north shore of Long Island, Stony Brook University is in a unique position to convene partners to study and respond to the issues of aging in place in suburbia. Long Island was the site of the first American suburb, Levittown, and, as such, represents both the assets and the challenges associated with suburbia. Long Island also is expected to have over the next 20 years, one of New York’s largest older adult populations. Our location gives us a special mission regarding the older adult population. Consequently, we propose to work together with several partners to hold a “working summit” that spotlights the factors that enable people to live healthy and productive lives, known as “aging in place” with a special emphasis on suburbia. The summit will take a deep and detailed look at relevant demographic data, the challenges to aging in place in a suburban environment, and especially innovative solutions that have emerged from other communities or through our own discussion and research. As is appropriate in the suburban context, the working summit will focus on both middle income and vulnerable towns and villages in suburbia. Aging in Place in Suburbia: A Working Summit 1 Aging in Place in Suburbia: A Working Summit October 6-7, 2016 • Stony Brook University • Hilton Garden Inn • Stony Brook, NY PROGRAM Thursday, October 6 1:00 p.m. Welcome and Charge for the Summit President Samuel L. Stanley, M.D., Stony Brook University Why is aging in place in suburbia important? Is it possible? Greg Olsen, Interim Director, New York State Office on Aging Jacqueline Mondros, Dean and Assistant Vice President for Social Determinants of Health, Stony Brook University 1:30 p.m. What do we know about aging in place? Jean Setzfand, Sr. Vice President of Programs, AARP AARP’s National Agenda: Assessing and Transforming Aging in Place Aging in Place on Long Island: An Assessment of the State of Long Island Dr. Suzanne Fields, Head of the Division of General, Geriatric, and Hospital Medicine, Stony Brook Medicine, Moderator Holly Rhodes Teague, Director, Suffolk County Office for the Aging Donna Reed, Administrator for Community Services, Nassau County Department of Health and Human Services Office for the Aging Eric Alexander, Director, Visions Long Island 3:00-3:15 p.m. Break 3:15-3:45 p.m. The Best Ideas Across The Nation Marty Bell, Executive Director, National Aging in Place Council 3:45- 4:45 p.m. Transforming Transportation Dr. Aldustus Jordan, Clinical Associate Professor of Family, Population, and Prevention, Stony Brook School of Medicine, Moderator Katherine Freund, President, Independent Transportation Network of America Funsho Owolabi, LYFT, Public Policy Manager - Government Relations Rosemary Mascali, Executive Director of Transportation Solutions National Aging in Place Council 2015 Annual Meeting 2 4:45 - 5:30 p.m. Panel of older adults Carlos Vidal, Ph.D., Associate Dean, Stony Brook School of Health Technology and Management, Moderator Summary of the day – What was important? What won’t work, and what’s missing? 5:30 p.m. Reception Friday, October 7 8:30 - 9:30 a.m. Transforming Housing Peter Bell, President, National Aging in Place Council, Moderator Todd Brickhouse, President, Brickhouse Design Group, Ltd. Siela Bynoe, Director, Town of Huntington Housing Agency Arthur Krauer, Senior Project Director, Conifer Realty LLC 9:30 - 10:00 a.m. Technology and Aging in Place Jonathan C. Spier, Deputy Executive Director, LI State Veterans Home Alex Glazebrook, Director of Technology and Training, Older Adults Technology Services (OATS) 10:00 - 11:00 a.m. Transforming Personal Finance David Okrent, Elder law attorney, The Law Offices of David R. Okrent, Moderator Robert Blancato, President, Matz, Blancato, & Associates, ASA Board chair, paying for Long Term Care Joseph DeMarkey, Strategic Business Development Leader, Reverse Mortgage Funding LLC, Reverse Mortgages David Schwartz, Chairman and Chief Executive Officer, First Capital Equities Retirement Planning 11:00 - 11:15 a.m. Break 11:15 - 12:15 p.m. Transforming Social Engagement in the Community Donna Corrado, Commissioner, NYC Department of the Aged, Moderator Lindsay Goldman, Director of Aging NYAM Mae Carpenter, Commissioner, Westchester County, Department of Senior Programs and Services Peter Engstrom, Board of Directors, the Village to Village Network Aging in Place in Suburbia: A Working Summit 3 Friday, October 7 12:15 - 1:30 p.m. Lunch plus Older Adults panel Richard Morgan, Ph.D., Chair, Graduate Program, Stony Brook School of Social Welfare, Moderator 1:30 - 2:15 p.m. Transforming Social Engagement at Home Dr. Frances Brisbane, Professor and Vice President for Health Sciences Workforce Diversity, Stony Brook University, Moderator Robin Lombardo, Regional Director, Music and Memory Amy Yopp Sullivan, Associate Professor and Director of Center for Dance, Movement, & Somatic Learning, Movement for Older Adults and their Caregivers Jana North, Virtual Senior Center, Long Island Consultant, Self Help, Inc. 2:15 - 2:30 p.m. Break 2:30 - 3:30 p.m. Transforming Health, Wellness and Caregiving Dr. Elinor Schoenfeld, Research Associate Professor, Stony Brook School of Medicine, Moderator Dr. Carmen Morano, Ph.D., Professor, Hunter College School of Social Work, Person Directed Care Dr. Craig Lehmann, Dean, Stony Brook School of Health, Technology, and Management Dr. Erin York Cornwell, Ph.D., Assistant Professor, Cornell University, Department of Sociology 3:30 - 4:15 p.m. Shaping an Action Plan for Aging in Place in Suburbia Vendors: Aging in Place in Suburbia: A Working Summit 4 Sponsors: Aging in Place in Suburbia: A Working Summit 5 DARE TO MAKE A DIFFERENCE AT STONY BROOK UNIVERSITY Earn your BSW, MSW or PhD in Social Welfare OUR SCHOOL We prepare students to become competent, ethical and in-demand professional social workers for the public and nonprofit sectors of healthcare and social welfare. OUR FOCUS • Social Work and Health Equity • Social Work in Higher Education OUR PROGRAMS • Bachelor of Science with a major in social work (BSW) • Master of Social Work (MSW) • PhD in Social Welfare • Dual-degree program in social work and law with Touro Law Center SOCIALWELFARE.STONYBROOKMEDICINE.EDU For more information, call (631) 444-3170. Photos: Daniel Goodrich and Stony Brook University. Stony Brook University/SUNY is an affirmative action, equal opportunity educator and employer. 16051654 Aging in Place in Suburbia: A Working Summit 6 Speaker Bios Eric Alexander Visions Long Island Eric Alexander is the Executive Director of Visions Long Island, a regional smart growth planning organization. Eric is a proponent of smart growth planning and mixed use development through advocacy efforts on Federal, State, and County levels while working with municipalities to develop and implement smart growth policies, regulations, and projects. Eric has been advancing policies and regulations to advance smart growth principles through active partnership with the Nassau Council of Chambers of Commerce and the Nassau HUB Citizens Advisory Committee. He served on the Town of Huntington Smart Growth Steering Committee, Suffolk County Smart Growth Committee and the NYS Smart Growth Working Group, as well as on the Suffolk County Commission for Workforce Housing and the Nassau County Next Generation Housing Committee. On the State level, he serves on the NY Congress for the New Urbanism Executive Committee and the Steering Committee of Empire State Future. He is also on the Advisory Board for Newsday’s Green Street LI project and the Board of the Nassau Suffolk Coalition for the Homeless. Marty Bell National Aging in Place Council Marty Bell serves as Executive Director of the National Aging in Place Council. He is also the editor of Tax Credit Advisor and Reverse Mortgage magazines. This is Bell’s professional Act III after careers in books and journalism and the Broadway theatre. He is the author of two novels, four non-fiction books, and his journalism has appeared in such publications as Playboy and New York Magazine. He wrote and produced the award-winning documentary film, The Boys of Summer, and produced 15 Broadway shows that won 27 Tony Awards including Ragtime, Fosse, and Dirty Rotten Scoundrels. Peter Bell National Aging in Place Council Peter Bell has a 39-year background as a housing policy analyst and advocate in Washington, DC. Mr. Bell founded and serves as President & CEO of the National Aging in Place Council. He is frequently interviewed by major newspaper and television news media as a resource for aging in place issues. In addition to NAIPC, Bell also serves as the CEO of two other national trade associations, National Reverse Mortgage Lenders Association and the National Housing & Rehabilitation Association. He has served on numerous housing industry committees and HUD task forces and frequently testifies before Congress on housing and tax issues. Robert Blancato Matz, Blancato and Associates Bob Blancato—a contributing blogger to the Huffington Post and Next Avenue, writing on aging issues—is the President of Matz, Blancato and Associates, in Washington, D.C. He is the National Coordinator of the bipartisan 3000member Elder Justice Coalition. He also serves as the Executive Director of the National Association of Nutrition and Aging Services Programs. Bob has more than 20 years of service in the Congressional and Executive branches, including the senior staff of the U.S. House Select Committee on Aging and an appointment by President Clinton to be Executive Director of the 1995 White House Conference on Aging. Bob’s volunteer leadership includes serving as the Chair of the Board of the American Society on Aging and newly named to the National Board of AARP. He also serves on the Board of the National Council on Aging. In 2015, Bob was appointed to the Advisory Panel on Outreach and Education of the Centers for Medicaid and Medicare Services, as well as served as volunteer State President of AARP Virginia and as president of the National Committee for the Prevention of Elder Abuse. Todd Brickhouse Brickhouse Design Group, Ltd. Todd is the President of Brickhouse Design Group, Ltd. The Brickhouse Design Group has provided unique accessible designs since 1982 and works with manufacturers who offer mobility products that assist persons with maintaining their independence. Aging in Place in Suburbia: A Working Summit 7 Are you ready to improve your accessibility? Call us today for a FREE Home Evaluation. 516.500.3100 Our team is ready to assist you. STAIR LIFTS • PORCH LIFTS • RAMPS • AUTO LIFTS SALES • SERVICE • RENTALS 55 Central Ave. Unit B • Farmingdale, NY 11735 • 516.500.3100 LongIsland.101Mobility.com Aging in Place in Suburbia: A Working Summit 8 Frances Brisbane, Ph.D., M.S.W. Stony Brook University Dr. Brisbane is a Professor in the School of Social Welfare at Stony Brook University and Vice President for Health Sciences Workforce Diversity. She retired as the Dean in 2015. She has written five books and edited three books, one on cultural competency, two for the Center for Substance Abuse Prevention (CSAP) and one jointly sponsored by CSAP and the National Association of Social Workers, and another for the Bureau of Primary Health Care. Dr. Brisbane is founder and director of the School of Social Welfare’s Center for Culturally Competent Education and Training. Siela Bynoe Town of Huntington Housing Agency Siela A. Bynoe, Director of the Huntington Housing Authority, became Nassau County Legislator for the Second Legislative District after winning a special election to fill a vacancy left by Robert Troiano in 2014. She has worked in the private and public sectors, as well as for not-for-profits. Until recently Bynoe served as a Commissioner for the North Hempstead Housing Authority where she has worked with her colleagues to secure over $40 million to rehabilitate some of Long Island’s oldest affordable communities. Legislator Bynoe intends to make health issues, government accessibility, economic development and affordable housing a priority focus. Bynoe currently serves on the following legislative committees; Minority Affairs (Ranking), Health & Social Services, Government Services & Operations and Economic & Community Development. Mae Carpenter Westchester County, Department of Senior Programs and Services Mae Carpenter was appointed Commissioner of Westchester County’s Department of Senior Programs and Services (DSPS) in 2001. Prior to that, she served as Director of the county Office for the Aging. She is one of the most knowledgeable and innovative advocates for seniors in the United States because of her many innovative programs and ability to build and sustain coalitions of volunteers. The Commissioner spearheads DSPS’ two signature programs. One is the Livable Communities: A Vision for All Ages – Bringing People and Places Together Initiative. The goal of this trailblazing and multiyear project is to improve the quality of life for people of all ages and enable seniors to live active lives with independence and dignity as they age in their homes. The second program is Telehealth Intervention Programs for Seniors (TIPS), one of the top telehealth programs in the United States. Donna Corrado, Ph.D., LCSW NYC Department of the Aging Donna Corrado, Ph.D., LCSW, serves as Commissioner of the NYC Department for the Aging and has dedicated her career to expanding and improving social services for NYC’s most vulnerable residents, displaying deep compassion and creativity in responding to human needs, particularly as a champion for older adults. She previously provided 22 years of dedicated service to Catholic Charities Neighborhood Services – Brooklyn and Queens. She progressed through multiple roles: most recently Executive Director, and previously as both Chief Operating Officer and Director of the Office of Government Relations and Public Policy. Dr. Corrado holds Ph.D. and MA degrees in Social Welfare from the Graduate Center of CUNY, a MSW from Stony Brook University and a BA from St. Joseph’s College. In 2005, Dr. Corrado was named as a fellow of the New York Academy of Medicine. In 2010, she received the Rev. Robert V. Lott Humanitarian Award from the Council of Senior Centers and Services of New York City, Inc. for her dedicated delivery of services to older adults. Erin York Cornwell, Ph.D. Cornell University, Department of Sociology Dr. Cornwell is an Assistant Professor and Sesquicentennial Faculty Fellow at Cornell University. Her areas of interest include; Urban Sociology, Sociology of Law, Health, Aging and Social Networks, and Social Inequality. Her research is driven by concerns about how social status and social contexts shape social action, social networks, and individual outcomes. She has expertise in designing, fielding, and analyzing social surveys, including smartphone-based ecological momentary assessments that allow the examination of social life in real-time. She is currently pursuing research in three interrelated areas, residential and neighborhood contexts, sociology of law, and health, aging, and social networks. Aging in Place in Suburbia: A Working Summit 9 Joseph DeMarkey Reverse Mortgage Funding (RMF) Joe DeMarkey is the Strategic Business Development leader at Reverse Mortgage Funding LLC, a wholly owned subsidiary of Reverse Mortgage Investment Trust. Previously, he was an Assistant Vice President at MetLife Bank, N.A., where he was responsible for sales management, product development, strategic business development and government & industry relations for the Reverse Mortgage Division beginning in 2008. From 1998 to 2008, Joe was a Vice President at EverBank Reverse Mortgage Co. (formerly BNY Mortgage Company) where he was responsible for retail sales and government & industry relations. Joe has served on the National Reverse Mortgage Lenders Association’s Board of Directors since 2003. Joe also served for six years on the Board of Directors for the Central Massachusetts Agency on Aging. Peter Engstrom The Village to Village Network Prior to his movement into the non-profit sector, Mr. Engstrom was the Vice President for Corporate Knowledge Creation at SAIC. He was a recognized pioneer in knowledge capture and was acknowledged as one of the leading knowledge practitioners in the U.S. A career Air Force officer, he held senior positions in the National Security Agency, Headquarters Strategic Air Command, Headquarters United States Air Force, and in the Office of the Secretary of Defense. In both the government and private sector he pioneered the intersection of story, innovation, knowledge management, and leadership. He has been involved for 30 years with the Center for Creative Leadership as an innovation thought leader and a founding member of both the Association of Managers of Innovation (AMI) and the Learning Innovations Laboratory at Harvard University. He has been a guest speaker, lecturer, and story teller at the Senior US Military War Colleges on national policy and strategic issues, and at federal and state sponsored seminars on knowledge architectures, knowledge management, high performance organization creation, social change and innovative solutions for aging in America. He is currently a member of the Board Directors for the Village to Village Network. Dr. Suzanne Fields Stony Brook School of Medicine Suzanne D. Fields, MD, teaches and oversees geriatric educational initiatives as Chief of the Division of General Medicine and Geriatrics at the Stony Brook University School of Medicine. She was named the Leslie P. and Muriel Oberleder Professor in Geriatric Medicine in 1996, and has both made significant contributions to the field of geriatrics and established a distinguished geriatrics program at Stony Brook University. Dr. Fields has trained medical professionals so that the care of older patients is a priority. During her tenure, she has established the University’s affiliation with the Long Island Veteran’s Home in Stony Brook, created a geriatrics curriculum, coordinated conferences on geriatric education, and published an extensive range of topics related to her field. Dr. Fields is also the Director of The Long Island Geriatric Education Center, serves on the Board of Directors for the Association of Directors of Geriatric Academic Programs, and is a Hartford Senior Geriatrics Leadership Scholar. Katherine Freund Independent Transportation Network of America Katherine Freund is the Founder and President of ITNAmerica, dignified transportation for seniors. She served on the Advisory Committee for the 2005 White House Conference on Aging and National Transit Institute Fellow. Currently, she serves on the Transportation Research Board’s Committee on the Safe Mobility of Seniors and chairs TRB’s Joint Subcommittee on Transportation Options for Seniors. In 2009, Katherine was named an AARP Inspire Award Honoree, and in February 2008, she was featured in the Wall Street Journal as one of “12 People Who Are Changing Your Retirement.” Katherine received the 2006 Maxwell Pollack Award from the Gerontological Society of America, a 2006 award for Leadership in Innovative Enterprise Ideas from the Social Enterprise Alliance, the 2004 Archstone Award for Excellence in Program Innovation from the American Public Health Association, and a 1998 Giraffe Hero Commendation, given to people who stick their necks out for the common good. Aging in Place in Suburbia: A Working Summit 10 AN IDEA SOMEONE’S CREATING RIGHT NOW AT STONY BROOK WILL CHANGE YOUR LIFE. Stony brook university/suny is an affirmative action, equal opportunity educator and employer. 16090501H Because this is no regular hospital. As an academic medical center, we’re not just here to provide you with great care. We’re here to change the future of medicine for everyone. stonybrookmedicine.edu Aging in Place in Suburbia: A Working Summit 11 The National Aging in Place Council presents ACT III: Planning a Better Later Life A symposium for senior service providers on the future of Aging in Place and Retirement Planning DECEMBER 1 & 2 BARUCH AUDTITORIUM CHARLESTON, SOUTH CAROLINA For more info, visit ageinplace.org Aging in Place in Suburbia: A Working Summit 12 Alex Glazebrook Older Adults Technology Services (OATS) As Director of Technology & Training, Alex is responsible for ensuring an outstanding experience for older adults who participate in the many training and support programs that OATS offers. Alex leads the organization’s efforts to identify and assess existing and emerging technology to determine its suitability for inclusion in OATS programming. Alex earned a BA and an MSW from Stony Brook University, specializing in healthcare and aging. He is now pursuing his Ph.D. in social welfare policy from Stony Brook, with a focus on aging; investigating the many ways in which technology influences health outcomes for older adults. Lindsay Goldman, LMSW New York Academy of Medicine (NYAM) Lindsay Goldman directs the New York Academy of Medicine’s work in healthy aging. She has 14 years of experience in program development and administration, aging services, philanthropy, and social policy. Lindsay oversees Age-friendly NYC, the Academy’s partnership with the City Council and the Office of the Mayor to improve all aspects of city life for older people. She is the lead author of the Academy’s report, Resilient Communities: Empowering Older Adults in Disasters and Daily Life and the chapter, “Age-friendly New York City: A Case Study,” in the recently published book, Age-friendly Cities and Communities in International Comparison. Prior to her time at the Academy, Lindsay worked at UJA-Federation of New York where she was responsible for strategic planning and allocations to support older adults in New York and Israel. Lindsay also served as the Director of the Health Enhancement Partnership at Lenox Hill Neighborhood House and received a Best Practice Award for her work from the National Council on Aging in 2008. She holds a BA from Wesleyan University and an MSW from NYU. Dr. Aldustus Jordan Stony Brook School of Medicine Dr. Jordan is Associate Dean for Community Engagement and Service Learning at the Stony Brook University School of Medicine and Clinical Associate Professor in both the Department of Family, Population, and Preventive Medicine and the School of Social Welfare. He is also an Affiliated Clinical Associate Professor in the University’s Program in Public Health. He has been a consultant and lecturer on youth and gang violence for over 30 years in schools, community-based youth agencies, and law enforcement. He has received numerous awards for his work with children, families, and communities. Arthur Krauer Conifer Realty, LLC Arthur Krauer, a Certified Housing Development Finance Professional and a Certified HOME Investment Program Specialist, is currently Senior Project Director for Conifer Realty, LLC., bringing over 20 years of experience in affordable housing. He previously worked for the Testa Companies as Vice President of Development. He was the Legislative Projects Coordinator for Habitat for Humanity International (HFHI). He also served as the liaison for HFHI with the legislature, receiving a commendation from the Speaker of the House for his efforts. He then served as Executive Director of Habitat for Humanity of Geauga County. Arthur spent six years with the Ohio Housing Finance Agency. As a Housing Analyst, he evaluated the financial structure and development goals of over 120 Low-Income Housing Tax Credit, Ohio Housing Trust Fund and HOME financed projects. As the Coordinator of Planning and Public Policy, Arthur crafted four Qualified Allocation Plans, as well as drafted the guidelines for OHFA’s various multifamily development funding programs. Craig Lehmann, Ph.D., C (NRCC), FACB Stony Brook School of Health, Technology, and Management As dean and professor, Dr. Lehmann leads undergraduate and graduate programs for Clinical Laboratory Sciences; Respiratory Care; Physician Assistant; Cytotechnology; Occupational Therapy; Physical Therapy; Health Sciences and Healthcare Policy and Management. Under his direction, the School of Health Technology and Management is now the largest of all of the health professions schools at Stony Brook University. Dr. Lehmann has authored more than 65 journal articles and been the author/editor/co-editor of five clinical laboratory science textbooks. He currently serves on the commission for the Center for Aging Services Technologies, Washington DC and the Board for Habitat for Humanity, Suffolk County, New York. National Aging in Place Council 2015 Annual Meeting 13 Robin Lombardo, CTRS, CDP Music and Memory Robin is a Regional Director for Music and Memory. Her 40 years of experience in the field of dementia care rings true to her heart. As a Certified Therapeutic Recreation Specialist and Certified Dementia Practitioner, she enjoys sharing experiences where best practices and culture change can flourish. For Robin, having moments of joy with the people she serves and bringing field-tested, enhanced tools to the career is an honor and life journey. Robin is based on Long Island, N.Y. Rosemary Mascali Transit Solutions Ms. Mascali, Manager of Transit Solutions, manages the corporate outreach program to improve Long Island’s air quality by increasing transit ridership on Long Island. The program increases awareness of available transit and fare options and the pre-tax commuter benefit program through multi-faceted programming including company presentations, transit fairs and exhibiting at conferences. She is co-chair of Car Free Day Long Island, an annual event that encourages Long Island residents and workers to pledge to be car free or car-lite for a day. Jaqueline Mondros, D.S.W. Stony Brook University Dr. Jacqueline B. Mondros, D.S.W., currently serves as Dean of the School of Social Welfare and Assistant Vice President of Social Determinants of Health at Stony Brook University SUNY. Her current focus is to establish the School and University as a nationally recognized center on social determinants of health and success. She also serves as President of the National Deans and Directors of Social Work. She previously served as Professor and Dean at the Silberman School of Social Work at Hunter College CUNY. Before entering academia, Dr. Mondros had a successful career in social work practice. Dr. Mondros’ research interests are in the study of urban neighborhoods and she has written extensively on community social services, community development, and community organization. Her co-authored text, Organizing for Power and Empowerment, has been widely used in schools of social work. In recent years she has focused her scholarship in two areas: social work education and leadership, and the application of social capital and social network theory to social work practice. Dr. Carmen Morano, Ph.D. Hunter College School of Social Work, Person Directed Care Dr. Carmen Morano is joining the School of Social Welfare as a Visiting Professor. Dr. Morano is a Professor at the Silberman School of Social Work at Hunter College of the City University of New York and the Director of Silberman Aging: A Hartford Center of Excellence in Diverse Aging. Dr. Morano received his doctorate from Florida International University. He recently served as Chair of the Health Resources and Services Administration’s Advisory Committee on Interdisciplinary Community-based Linkages and has done extensive lecturing and training in inter-professional practice throughout the United States, Italy, Japan and Singapore. His most recent research has focused on Person Centered Participant Directed Services and establishing enduring linkages between medical and social systems of care. Dr. Richard Morgan Stony Brook School of Social Welfare Dr. Richard H. Morgan received his Ph.D. from Fordham University’s Graduate School of Social Service. Dr. Morgan also holds a MSW degree from Stony Brook University, a MA in Theology, and a Master of Divinity from Catholic Theological Union in Chicago, and received his BS in psychology and economics from the University of Pittsburgh. Dr. Morgan is currently the Graduate Program Director and Clinical Associate Professor at Stony Brook University’s School of Social Welfare where he teaches Research Methodology, Data Analysis, Evidence Based Practice in Mental Health and Organizational Theory. Dr. Morgan has served as a member of Stony Brook University’s Committee on Research Involving Human Subjects (IRB) for the past 14 years and is a member of the EEO Committee of the Health Sciences Center. He is the Co-founder and Co-director of the School of Social Welfare’s Center for Spirituality and Health Care Education. Aging in Place in Suburbia: A Working Summit 14 AARP NEW YORK MAKING COMMUNITIES LIVABLE FOR ALL AGES AARP is proud to sponsor the Aging in Suburbia Summit. Aging in Place in Suburbia: A Working Summit 15 Aging in Place in Suburbia: A Working Summit 16 Jana North Kimmel Housing Development Foundation, Virtual Senior Center, and Self Help, Inc. North’s professional work has been mainly with non-profits in Nassau County. She has worked for many years with the Coalition to Save Hempstead Harbor, monitoring and maintaining the water quality around the North Shore. And recently, while working on developing veteran housing on Long Island for the Kimmel Housing Development Foundation, North became aware of The Virtual Senior Center program—an interactive computer program designed for homebound seniors, where she is now a consultant for the VSC of Long Island— developed by an affiliate non-profit, Self Help Community Services of NYC. In addition to her work for Kimmel/Self Help, North has spent seven years on the Board of Governors of the Veatch Program at the UUCSR and now sits on the LIUU panel at the Long Island Community Fund. And for three years North has been a member of the Unmet Needs Roundtable organized by the Health & Welfare Council of Long Island to help aid victims of Hurricane Sandy. ing greater levels of assistance. Prior to joining NYSOFA, Mr. Olsen served as chief of staff and legislative and policy director for Assemblyman Steve Englebright, former chair of the Assembly Standing Committee on Aging. Mr. Olsen was previously Executive Director of the New York State Alliance for Retired Americans. He also served as Executive Director of the New York State Coalition for the Aging. He received his master’s degree in social work with a specialty in gerontology from Syracuse University’s Maxwell School. David R. Okrent, Esq. The Law Offices of David R. Okrent A CPA and principal owner of the Law Offices of David R. Okrent with more than 26 years of experience in both legal and accounting fields, he was recently nominated to be the Long Island District Delegate for the New York State Bar Association’s Elder Law Committee. David has received many recognitions for his contributions to the practice of Elder Law, including most recently the Long Island Business Leadership in Law Award. Prior to his practice in Elder Law, David was a Revenue Agent for the IRS. Donna Reed, LCSW Nassau County Department of Health and Human Services Office for the Aging Donna Reed is the Administrator for Community Services at the Nassau County Office for the Aging where she oversees contracts and operations for Senior Case Management, Adult Day Programs and Senior Centers. Donna was previously the Coordinator of Caregiver Services and Volunteer/Intern Coordinator at Catholic Charities, Diocese of Rockville Centre. Prior to Catholic Charities, Donna was the Coordinator of Agency Development, and an Adjunct Professor of Social Work at the Adelphi University School of Social Work. Currently Donna is an adjunct professor at LIU Post for the Department of Public Administration, teaching the Process of Aging. Donna has served as the Co-Chair of the APS Committee of the Advisory Council to the Nassau County Department of Social Services, Co-Chair of the Volunteer Committee of the Volunteer Organizations Active in Disaster (VOAD) and Member of the Advisory Board to the Department of Social Work at Molloy College. Greg Olsen New York State Office on Aging Greg Olsen is Executive Deputy Director of the New York State Office for the Aging (NYSOFA) overseeing day-to-day operations and the administration of federal and state-funded programs designed to assist more than 3.7 million older adult residents in the state, as well as programs that assist family members and others involved with helping older adults need- Funsho Owolabi LYFT Funsho Owolabi is a Public Policy Manager for Lyft, a ride-sharing company operating in over 200 cities around the country. Funsho works to reform the regulatory structure that permits technology, innovation and the sharing-economy to flourish in local communities across the country. Funsho is a graduate of Union College (NY) and the American University’s School of International Service. He has worked in the New York State Assembly as a Staff Analyst for the Speaker and as a Legislative Director. Aging in Place in Suburbia: A Working Summit 17 Holly Rhodes-Teague Suffolk County Office for the Aging Holly S. Rhodes-Teague was appointed Director of the Suffolk County Office for the Aging (SCOFA) in 1997. As Director, Ms. RhodesTeague has been responsible for developing and implementing policies and programs for Suffolk County’s 285,000 residents over the age of 60. Ms. Rhodes-Teague has worked to develop partnerships with local municipalities and non-profit agencies in order to provide a comprehensive network of services that assist older residents to maintain their independence. Prior to joining SCOFA, Ms. Rhodes-Teague held a number of management positions in the field of Human Services, working with people of all ages and backgrounds. Ms. Rhodes-Teague received her MPA from Long Island University and currently serves on the Board of the Association on Aging in New York. Elinor Schoenfeld, Ph.D. Stony Brook School of Medicine A Research Associate Professor, Dr. Schoenfeld has developed a research program in community engaged research, and helped build a clinical research coordinating center. She has served as PI, Co-PI, or Co-I on close to 40 NIH, HRSA, state and private foundation funded research conducting intervention studies and determining risk factors for a number of conditions, including various types of cancers, diabetes, leading causes of visual impairment, periodontal disease, cardiac arrest, osteoporosis, and obesity. She currently serves as Associate Director for the Master’s Program in Clinical Research. Dr. Schoenfeld was appointed to the Patient Centered Outcomes Research Institute’s (PCORI) Advisory Board on Addressing Disparities and holds voluntary appointments in the School of Nursing, Program in Public Health, and the School of Medicine Department of Biomedical Informatics at Stony Brook University. David Schwartz, CFP First Capital Equities Retirement Planning David has served as Chairman and Chief Executive Officer of FCE Group since its founding in 1981. David received Bachelor of Science and Masters Degrees in Finance from Hofstra University, and has earned advanced degrees in Real Estate, Tax and Financial Planning. David has an extensive knowledge of the wealth management process, having lectured on these topics at both New York University and Adelphi University, in addition to appearing on CNBC and Fox News. He is a member of the Alliance for Wealth Management, a think tank of prominent tri-state financial advisors, and serves on numerous investment committees. Jean Setzfand AARP As the Senior Vice President of AARP Programs, Jean leads a team that produces interactive educational programming designed to address the health, wealth and personal enrichment concerns of consumers age 50 and older. Additionally, AARP Programs drives towns, counties and cities to be more livable for people of all ages through educational resources and engagement aimed at local leaders, policy makers, planners and citizen activists. Jean comes to AARP’s livable communities initiative after several years of leading AARP local engagement work in dozens of municipalities nationwide. In addition to her work at AARP, Jean serves on the Securities and Exchange Commission’s (SEC) Investor Advisory Committee and the Advisory Committee on Seniors for the North American Securities Administrators Association (NASAA). President Samuel L. Stanley, M.D. Stony Brook University A Seattle native, Dr. Stanley has a Bachelor of Arts degree in biological sciences from the University of Chicago. After earning his medical degree from Harvard Medical School, he completed his resident-physician training at Massachusetts General Hospital. He went to Washington University in St. Louis for a fellowship in infectious diseases in the School of Medicine, eventually becoming a professor in the Departments of Medicine and Molecular Microbiology. A highly distinguished biomedical researcher, Dr. Stanley was one of the nation’s highest recipients of support from the National Institutes of Health (NIH) for his research focusing on enhanced defense against emerging infectious diseases. Dr. Stanley is a champion of academic and industry collaborations, knowing the enormous economic potential of successful university and corporate partnerships. With his extensive experience as a researcher, a patent holder and a former leader of technology transfer, Dr. Stanley brings an invaluable perspective to the emerging field of translational research. Aging in Place in Suburbia: A Working Summit 18 Jonathan C. Spier, MHA, LNHA LI State Veterans Home Jonathan is an adjunct professor in the Graduate Healthcare Administration Program at Stony Brook University and a member of the American College of Healthcare Executives. He has a very diverse background in the field of healthcare. His experience ranges from a microbiologist studying Legionnaires’ disease, a paramedic providing advanced life support and pre-hospital care in New York City to a licensed nursing home administrator. For the past 12 years, Jonathan has held various senior leadership positions at the Long Island State Veterans Home at Stony Brook University, a 350-bed Skilled Nursing Facility serving honorably discharged veterans of the US Armed Forces and their families. Jonathan serves as the Deputy Executive Director of the Veterans Home. Prior to his current position, Jonathan was the Associate Administrator and the Director of Community Relations for six years. He also serves as the Chairman of the Education Committee for the National Association of State Veterans Homes. Amy Yopp Sullivan Stony Brook University Center for Dance, Movement and Somatic Learning Sullivan is an Associate Professor and Director of Center for Dance, Movement, & Somatic Learning, Movement for Older Adults and their Caregivers, as well as a Registered Somatic Movement Educator (RSME) and Somatic Movement Therapist (RSMT) with the International Somatic Movement Educator and Therapy Association. Carlos Vidal, Ph.D. Stony Brook School of Health Technology and Management Carlos Vidal serves as the Associate Dean of the School of Health Technology and Management and the Associate Dean for the Center of Community and Leadership Development; Associate Professor, Health Sciences; Director, Health Careers Academic Readiness Program (HCARE) all within the School of Health Technology and Management at Stony Brook University. In addition, he is the co-director of the School of Social Welfare’s Center for Cultural Competent Education and Training and one of the editors of the “Critical Social Welfare Issues: Tools for Social Work and Health Care Professionals.” He was co-principal investigator of a suicide prevention public awareness and educational campaign targeting elderly Asian (Chinese) Women on Long Island and Project Director of the Health Careers Opportunity Program (HCOP) at Stony Brook University. He served as the first Chairperson of the Suffolk County Hispanic Advisory Board from 1988-1989 and currently, he serves as a cultural advisor for Lehmann Productions on projects related to Latinos and Native Americans. Act III: Your Plan for Aging in Place Aging in Place Find it at ageinplace.org Aging in Place in Suburbia: A Working Summit 19 Notes Aging in Place in Suburbia: A Working Summit 20
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