Business & Finance Forum Sessions - Summer 2026

Succession and Transition Planning

About This Session

Have you ever experienced an employee with vast institutional knowledge leaving for another job; retiring; or you needed to engage in layoffs and your organization was uncertain how to have a smooth transition to the next chapter? Often in such times information may fall through the cracks and countless hours of staff time are spent on onboarding and training new employees who have big shoes to fill and do not know where to begin. This workshop is intended to provide an overview and practices that may help such changes to run more smoothly.

Speaker: Tisidra Jones, Strong & Starlike Consulting

Applicant Screening Assessments

About This Session

This session will provide an overview of tools utilized to effectively screen applicants for the Direct Support Professional position. With advancement in technology, it is imperative that the employee have digital literacy to log their hours worked, document completed programing, and be able to chart medication administration. Employes must also have the passion to support those in need which can be assessed through customizable personality assessments.

Speakers: Rachel Gustofson and Lisa Nicholas, CCRI

AI and Data: Tools for Today’s Challenges

About This Session

The I/DD field is in a moment of profound transition—and with it comes both challenge and opportunity. Providers are experiencing the combined weight of workforce shortages, funding pressures, and heightened payer expectations, all while navigating the shift toward managed care and performance-based contracting. These forces can feel daunting, but they are also an invitation to reimagine how we work. At the same time, advances in data and artificial intelligence (AI) offer unprecedented opportunities to strengthen our supports, ease administrative burdens, and most importantly, improve outcomes for the people and communities we serve.

Speaker: Alec Folwer, Giv.

And more to be announced soon!