Conference Committee Meeting Notes
Date: 10/13/22 
Time: 4:00 – 5:00 pm ET 

WELCOME! Attendance Check (3 mins) 

  • Jessica Urie 

  • Andrea Goicoechea

  • Shaun Sever 

  • Margo Craig 

  • Karen Luckett 

  • Cheryl Halkowicz

    • Amy Stone 

    • Erin O’Connell 

    • Andrea Nebel

    • Robert Malaer

    • Jim Quinn 

Updates (10 mins) – Monique, Jess, and Andrea

  • Ticket pricing and ticket options were adjusted by EB as follows:

Early Bird

(Only 50 tickets available)


AANLCP Member 


General Admission 


Student Premier


Student Basic


Friday Only, Including Welcome Reception 

(Member & Non-member)


Saturday Only, Including EXPO Event 

(Member & Non-member)


  • Website and Registration Page (90% complete) – Deadline 10/15 for Early Bird! Please review before the meeting and provide comments & suggestions. 

Sub-Committees Reports 

  • Marketing – Monique & Amy (10 mins) 

  • Social Media

    • Can all committee members commit to sharing the conference on their social pages?

  • Postcards – ready to mail 

    • Final Mail list: 189 recipients with addresses on file

  • Strategic Partnerships (Amy Stone)

  • FIG

  • AAPLCP (American Association of Physician Life Care Planners)

  • ICHCC (International Commission on Health Care Certifications)

  • CNLCP (Certified Nurse Life Care Planner)

Follow Up – Jess to send info for school contacts. 

Speaker – Jess, Karen, Cheryl (10 mins) 

  • Speaker submission Deadline is Oct 31! Try to get all interested parties to submit by the deadline.

  • Speaker Submissions

  • Confirmed Speakers (6)

Topic Category




Tracy Albee

Life Care Plan Survey 2022:  Process, Methods and Protocols – a 20-year Perspective


Susan Wright

Dawn Cook

Rebutting a Life Care Plan

Both submitted, Susan approved.  To compare submissions, consider both present followed by a Panel discussion, or request Dawn speak on alternative topic


David Stewart

The Vocational Evaluation as a Component of the Nurse Life Care Plan


Richard Bays

Ethics for Healthcare Professionals


Shanna Huber

Benefits of adding Life Care Management to your practice

Submitted, not approved

  • Jess to check on conflict of intestes with Richard

  • Verbal commitment, but await submissions (6)

Topic Category



Dr. Hickerson  (Victoria Powell Lead)


Baker Donaldson – 2 defense attorneys (Victoria Powell Lead)


Stephen Axtell


Colin Parker 

Cannot offer CEU- Figure out how to make it work. Put on Sunday?


Shelene Giles 


TBD (Victoria Powell Lead)

Nutrition RD

TBD (Victoria Powell Lead)

ADUs and Universal Design

TBD (RJ, Wheel Pad)

Karen – Ed Garcia, Economist (interested); Vestibular Therapy; Dr. Ruth Rimmer, Burns

Andrea – PM&R

Margo – Music, Physical, & Rec Therapists (active sessions) Memphis Rehab H with hospital

Could we stand up in the theater? Can we use the Ballroom before lunch for guided discussions with leaders at the table?

Speaker Flow – wait until all speakers are confirmed. Ask about date preferences. 

Day 1

Day 2

Day 3

  • Marketing

Sponsorship & Exhibitors – Andrea, Margo, Shaun (10 mins) 

  • Targeting local, previous, and industry-specific sponsors

  • Sponsor List (Green = likely, yellow= interested)

  • Two Sponsors Committed

    • $600 – Shaun YAY! Lanyard Sponsor (Winner of suite upgrade)

    • $250 – Fair Health 

Name of Company

First Honey ointment

FIG Education


WheelPad L3C

United Access

Next Day Access

My Junna


Regional One Health- Inpatient Rehabilitation Hospital, Firefighters Burn Center

Christopher and Dana Reeve Foundation

Craigmyle Legal Nurse Services


Context 4 Healthcare

BrightStar Care: Home Care/Staffing

Kaitlyn Crocker with 901
(special needs)

101 Mobility of Memphis (franchised)
(lifts/ramps, pool/spa lifts, elevators, lifts for transfer, business and home etc)

Maximus Building Supply

Star Physical therapy
(Regional out of Nashville, has Memphis site)

  • DISCUSSION: Conference Agenda (20 mins) – All 
  • Agenda (Nov Meeting -Think of ideas to share)

    • THURS: Casual meet & greet in the lobby. What should we do on Thursday night?

    • FRI: Welcome Reception and Awards Ceremony at the Elvis Presley Car Museum

    • SAT: Expo Event in the Ballroom

    • What else should we have included?

Next Meeting 

○ Thursday, Nov 10

○ZOOM: ZpekJ2Zz09


  1. Conference Website 
  2. Sponsorship Page 
  3. Speaker Form 
  4. Facebook Event Page 
  5. LinkedIn Event Page


● What are some of the differences to be aware of in the various specialties 

● Advertise case managers for membership 

  • Need coding and application liaison 

  • Need emcees for each day 

Follow-up Items & Questions for EB:

  • Can we offer speaker concessions to select speakers? Confirmed, yes!