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IAC 14th Annual Conference
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Thursday, June 11
 

8:30am EDT

Breakfast Sponsored by All Boro & Exhibitor Viewing
Thursday June 11, 2026 8:30am - 9:00am EDT

Sponsors
avatar for All Boro

All Boro

We are a restoration, remediation, construction, and maintenance company serving commercial and residential clients, nonprofit organizations, hospitals, and healthcare facilities by providing services that restore, build, and maintain their quality of life.
Thursday June 11, 2026 8:30am - 9:00am EDT

9:00am EDT

Legislative Awards
Thursday June 11, 2026 9:00am - 9:30am EDT

Thursday June 11, 2026 9:00am - 9:30am EDT

9:45am EDT

Insights on the Future of Advocacy
Thursday June 11, 2026 9:45am - 11:00am EDT
Advocacy is moving fast, the audience is more fragmented, and the bar for action is higher. This session will share details on trends, insights, framework for building campaigns that cut through the noise, make the ask clear, and turn interest into participation.
Speakers
avatar for Alex Dickinson

Alex Dickinson

Managing Partner, Beekeeper Group
Alex Dickinson is a Managing Partner at Beekeeper Group and an Adjunct Professor at George Washington University. She is a skilled digital tactician who blends her passion for messaging and content strategy to help organizations advocate for impact. Before joining Beekeeper in 2012... Read More →
Thursday June 11, 2026 9:45am - 11:00am EDT

9:45am EDT

Risk & Resilience: Lessons from High-Performing Behavioral Health Organizations
Thursday June 11, 2026 9:45am - 11:00am EDT
This 75-minute moderated panel will bring together executive, legal, and risk advisory perspectives to explore what “high performance” looks like for behavioral health organizations in today’s oversight environment. As funding scrutiny intensifies and expectations evolve, it’s no longer enough to deliver strong outcomes; organizations increasingly carry the burden of proof to demonstrate sound governance, effective internal controls, and that they are responsible stewards of federal and state funds. Panelists will discuss practical ways high-performing providers are strengthening accountability (from board oversight to operational controls), preparing for heightened federal and state attention, and building resilience while navigating uncertainty in the funding landscape. Attendees will leave with peer-tested strategies they can adapt to their own organizations to sustain performance, manage risk, and stay audit-ready.
 
Learning Objectives:
·        Identify governance, accountability, and internal control practices that distinguish high-performing behavioral health organizations in today’s heightened oversight environment.
·        Translate real-world lessons into practical steps for improving oversight and resilience.
·        Understand how risk advisory functions (e.g., internal audit) can serve as strategic partners in transformation.
Speakers
avatar for Patrick Yu

Patrick Yu

CPA, Principal, National and New York Leader – Behavioral Health Services, Baker Tilly
Patrick is the New York metro area market leader. He also leads the firm’s behavioral health practice and serves as the New York metro area’s healthcare and not-for-profit industry leader. He has more than 30 years of experience in providing audit, accounting and consulting services... Read More →
avatar for Josh Scher

Josh Scher

CFO & COO, Birch Family Services
Josh is Chief Financial and Operating Officer at Birch Family Services. He oversees accounting, accounts receivable, accounts payable, purchasing, financial planning and analysis, and information technology. His previous experience includes serving as chief financial officer of Saint... Read More →
avatar for Rachel Fernbach, Esq

Rachel Fernbach, Esq

Moritt Hock & Hamroff LLP
Rachel A. Fernbach is a partner at Moritt Hock & Hamroff LLP, where she serves as Co-Chair of the firm’s Not-For-Profit practice group.  Ms. Fernbach concentrates her practice in the area of not-for-profit law and health care law with a specialty in psychiatry and other mental... Read More →
avatar for Adrienne Larmett, CRA, MBA

Adrienne Larmett, CRA, MBA

Principal, Risk Advisory, Baker Tilly
Adrienne is a principal in Baker Tilly’s risk advisory practice, with more than 15 years of professional consulting experience. Adrienne specializes in providing services to higher education and research institutions, working with clients to provide guidance in the areas of internal... Read More →
Thursday June 11, 2026 9:45am - 11:00am EDT

9:45am EDT

The Inflection Point: Rethinking systems, funding, and purpose in a time of transformation
Thursday June 11, 2026 9:45am - 11:00am EDT
The field isn’t just evolving—it’s hitting a true inflection point. You can feel it everywhere. The signals are clear, the pressure is building, and the question is no longer if change is coming—it’s whether we’re ready to meet it.
This is a moment that demands more than incremental improvement. It calls for bold retooling, deep restructuring, honest reevaluation, and full-scale reinvention. Even our language is lagging behind reality. “Community inclusion”? We’ve moved beyond that—it’s about meaningful engagement and affirmation. “Supports”? That framing no longer captures the complexity of today’s needs. Traditional funding models, vacancy thinking, Medicaid dependence—these are no longer sustainable foundations.
Every industry faces moments like this—tipping points where markets shift, expectations rise, and systems must transform or fall behind. We’ve been here before. Early programs in the 1800s were dominant—until they weren’t. Institutions led—until they didn’t. ICF/MR models defined the field—until they no longer could.
Now, community-based systems are at their own crossroads.
Leadership is changing. Boards are increasingly composed of business leaders rather than founding families. The needs are changing. De-institutionalization is no longer the driving force—today’s referrals often involve individuals with far more complex, intensive support needs than our systems were designed to handle. And yet, funding structures have not kept pace.
At the same time, the field faces one of its greatest vulnerabilities: an overwhelming reliance on Medicaid. This funding stream built the modern system—but no industry remains stable when over 90% of its revenue depends on a single, increasingly uncertain source.
Some organizations are already adapting—rethinking growth, redefining their mission, and expanding beyond traditional I/DD services to meet broader community needs. But the pace of change may not be fast enough.
And we haven’t even begun to grapple with what’s coming next: the accelerating impact of technology and AI, and how it will reshape everything from service delivery to workforce models.
This session isn’t about small adjustments. It’s about reimagining what’s possible.
We’ll challenge assumptions, explore new frameworks, and ask the question at the heart of it all:
Can our system adapt quickly enough to meet the future—or will the future outpace us?

Speakers
MJ

Margaret J. Gould

The Visions Center for Creative Management
Margaret (Peg) Gould is the President/CEO of The VISIONS Center for Creative Management. She is the Director Emeritus with the Training Collaborative, a shared project developing emerging leaders and a consultant with ADAPT Community Network.  Peg is an Adjunct Professor at two universities... Read More →
Thursday June 11, 2026 9:45am - 11:00am EDT

11:00am EDT

Networking and Exhibitor Viewing
Thursday June 11, 2026 11:00am - 11:30am EDT

Thursday June 11, 2026 11:00am - 11:30am EDT

11:30am EDT

Beyond Behavior: Trauma-Informed and Person-Centered Leadership for Supporting Aging Adults with IDD
Thursday June 11, 2026 11:30am - 12:45pm EDT
This interactive presentation is designed for executive leadership and upper management supporting adults with dual diagnoses of IDD and mental health challenges who are aging in group home settings. The session focuses on building a trauma-informed, person-centered framework that strengthens organizational culture while equipping leaders with concrete tools they can bring back to front-line staff. Particular attention is given to the intersection of trauma, aging, intellectual and developmental disabilities, and mental health—recognizing how cumulative life experiences, loss, and system involvement impact both the people receiving supports and the staff providing them.
The training introduces foundational trauma concepts—what trauma is, how it affects the brain, body, and behavior, and why it matters across the lifespan for people with IDD. Leaders will explore how trauma can be misunderstood as “behavior” or “decline,” especially in aging adults, and how person-centered approaches help shift the focus from functional levels to personal history, preferences, and meaning. Emphasis is placed on behavior as communication, highlighting how everyday interactions, routines, and environments can either escalate distress or promote safety and regulation for people living in group homes.
A core component of the session addresses trauma-informed leadership. Participants will examine how organizational practices, supervision styles, and responses to staff stress can either reinforce or reduce trauma—for both staff and the people they support. Leaders will learn how to guide teams in gathering and synthesizing person-centered information, incorporating trauma considerations into person-centered plans, and supporting staff when they personalize challenging situations. Real-world examples tailored to aging adults with IDD will illustrate how trauma-informed, person-centered planning leads to more effective supports, improved staff confidence, and reduced burnout.
The session concludes with practical tools and strategies leaders can immediately apply with front-line teams. These include simple frameworks for coaching staff to interpret behavior through a trauma-informed lens, questions leaders can model to shift conversations from “what’s wrong” to “what’s needed,” and concrete ways to promote healing environments within residential settings. The presentation also introduces options for grief-informed supports—recognizing the impact of loss on both aging individuals and long-term staff—and highlights how therapeutic and reflective practices can be integrated into everyday supports. Participants will leave with actionable takeaways that support consistent, compassionate, and person-centered trauma-informed practice across their organization.


Learning Objectives
By the end of this 1.5-hour session, participants will be able to:
1. Describe the impact of trauma across the lifespan for adults with IDD and co-occurring mental health conditions, with specific attention to aging, cumulative loss, and long-term system involvement.
2. Recognize behavior as communication and identify how trauma, grief, and unmet needs may present as behavioral or emotional changes in aging individuals living in group homes.
3. Apply trauma-informed, person-centered principles to leadership and planning, shifting practice from function-based responses to supports rooted in individual history, preferences, and lived experience.
4. Identify leadership strategies that reduce staff burnout and personalization, including supervision approaches that normalize stress responses and support reflective practice.
5. Utilize concrete tools and frameworks that executive and management staff can model and reinforce with front-line teams to strengthen trauma-informed, person-centered supports where people live.

Speakers
avatar for Tanya Richmond

Tanya Richmond

Support Development Associates, LLC
Tanya M. Richmond, MSW, LCSW, brings over three decades of experience as a licensed clinical social worker, blending deep clinical expertise with a passion for person-centered practice. She is the owner and senior partner of Support Development Associates, LLC, and also runs a private... Read More →
Thursday June 11, 2026 11:30am - 12:45pm EDT

11:30am EDT

Roadmap to the Future: Thinking About the Future of Service Delivery
Thursday June 11, 2026 11:30am - 12:45pm EDT
The ongoing uncertainty on the federal level, including the focus on fraud, waste and abuse, creates new challenges for providers seeking to continue their mission of providing quality services and supports. This presentation will examine the federal regulatory environment, New York State’s response, and proactive strategies providers can pursue in this uncertain environment.
Speakers
avatar for Roger Bearden

Roger Bearden

Partner, Bond, Schoeneck & King PLLC
Roger is a governmental and regulatory affairs and health and human services with over two decades of experience in the public and private sector. Prior to joining Bond, Roger served in multiple senior leadership positions in New York State government, including as special counsel... Read More →
Thursday June 11, 2026 11:30am - 12:45pm EDT

11:30am EDT

Session 2 TBD
Thursday June 11, 2026 11:30am - 12:45pm EDT

Thursday June 11, 2026 11:30am - 12:45pm EDT

12:45pm EDT

Lunch and Exhibitor Viewing
Thursday June 11, 2026 12:45pm - 1:30pm EDT

Thursday June 11, 2026 12:45pm - 1:30pm EDT

1:30pm EDT

All You Need to Know About NYS Rate Methodology (OPWDD and NYSED Programs)
Thursday June 11, 2026 1:30pm - 2:45pm EDT

Speakers
TJ

Terrence J. Phillips, CPA

Senior Counsel, The Bonadio Group
Terry is a senior counsel with The Bonadio Group’s Advisory & Consulting service line. Terry graduated from Moorhead State University (now known as Minnesota State University Moorhead) and has over 35 years of experience in Private and Public Accounting positions. He has over 20... Read More →
Thursday June 11, 2026 1:30pm - 2:45pm EDT

1:30pm EDT

Ethical Data Collection for Human-Centered Organizations
Thursday June 11, 2026 1:30pm - 2:45pm EDT
Data collection is not just a technical process. It is a relationship-building process.
In this 75-minute session, participants will learn how to design surveys and other data collection tools that are human-centric, ethical, inclusive, and useful. The session will explore how organizations can collect data in ways that reduce harm, build trust, support better decisions, and honor the people behind the responses.
Participants will leave with a practical understanding of what ethical data collection looks like in day-to-day work, including how to ask better questions, avoid extractive practices, communicate clearly with participants, and use data responsibly after it is collected.

Speakers
avatar for Meena Das

Meena Das

CEO, NamasteData
Meena Das (she/her) is the CEO, consultant, and facilitator of two practices - NamasteData and Data Is For Everyone. Namaste Data focuses on advancing data equity for nonprofits and social impact agencies, while Data Is For Everyone provides tools and resources to help people learn how to navigate the world of data. Meena specializes in designing and teaching equitable research tools and analyzing... Read More →
Thursday June 11, 2026 1:30pm - 2:45pm EDT

1:30pm EDT

Supported Decision-Making in New York: The Next Chapter
Thursday June 11, 2026 1:30pm - 2:45pm EDT
This session will cover the evolution of Supported Decision-Making in New York, including a preview of how this model is being scaled up for the entire state of New York. Attendees will learn how Decision Makers will be empowered to carry out decisions and navigate decision-making spaces. Additionally, attendees will learn how Supported Decision- Making has synergy with the Self-Direction Model, can be a tool for succession planning, and how to make referrals to the program. We will also discuss the differences between Guardianship and Supported Decision-Making, as well as the options that people and their families have when planning for the future.
Speakers
avatar for Alexis Harrington, MSW

Alexis Harrington, MSW

AIM Services, Inc
Alexis Harrington, MSW has over 12 years of experience in the field of social work, healthcare policy, and Medicaid reform and transformation. As the Chief of Program Implementation at AIM Services, Alexis is focused on rolling out the Supported Decision-Making Program statewide over... Read More →
avatar for Josh Phelps

Josh Phelps

Chief Operating Officer, AIM Services, Inc
Josh Phelps is the Chief Operating Officer at AIM Services, Inc., based in Saratoga Springs, New York, where he partners closely with the Chief Executive Officer to shape the organization’s strategic direction and oversee day-to-day operations. With more than 17 years of experience... Read More →
Thursday June 11, 2026 1:30pm - 2:45pm EDT

2:45pm EDT

Afternoon Snack and Exhibitor Viewing
Thursday June 11, 2026 2:45pm - 3:00pm EDT

Thursday June 11, 2026 2:45pm - 3:00pm EDT

3:00pm EDT

Heart Work is Hard Work: Prioritizing the Wellbeing of New York's Caregivers
Thursday June 11, 2026 3:00pm - 4:00pm EDT

Speakers
avatar for Rawle Andrews Jr., Esq.

Rawle Andrews Jr., Esq.

Executive Director, APA Foundation (APAF)
Rawle Andrews Jr., Esq. is the executive director of the APA Foundation (APAF), the philanthropic arm of the American Psychiatric Association (APA). Rawle also is the president of the Rotary Club Howard West (MD), a Board member of the Thurgood Marshall Center Trust, and a past, two-term... Read More →
Thursday June 11, 2026 3:00pm - 4:00pm EDT

4:00pm EDT

Wrap Up and Raffle Sponsored by Vincent J DiCalogero CPAs LLC
Thursday June 11, 2026 4:00pm - 4:15pm EDT

Thursday June 11, 2026 4:00pm - 4:15pm EDT
 
IAC 14th Annual Conference
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