Aging In Place In Suburbia - The National Aging In Place Council

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
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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
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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
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Sponsors:
Aging in Place in Suburbia: A Working Summit
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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
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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
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Aging in Place in Suburbia: A Working Summit
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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
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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
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Aging in Place in Suburbia: A Working Summit
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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
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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
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AARP is proud to sponsor the Aging in Suburbia Summit.
Aging in Place in Suburbia: A Working Summit
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Aging in Place in Suburbia: A Working Summit
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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
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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
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Notes
Aging in Place in Suburbia: A Working Summit
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