The Community... Support, Respect, and Collaboration

May 29–30, 2019 DoubleTree Bloomington–Minneapolis South 7800 Normandale Boulevard Minneapolis, Minn.

PRESENTED BY The Cooperative Community... Support, Respect, and Collaboration

WEDNESDAY, MAY 29 7:30–8:30 a.m. Registration, Continental Breakfast, and Networking 8:30 a.m. Welcome and Conference Overview Kris Ackley, Membership Development Director, Cooperative Network Bob Murphy, Board Member, Cooperative Network and Applewood Pointe Cooperative of Roseville at Langton Lake 8:45 a.m. Senior Demographics Senior housing cooperative demographics – number, location, size, age and new development. What are the strengths, weaknesses, opportunities, and threats facing the senior cooperative housing sector? Dennis A. Johnson, Board Chair, Senior Cooperative Foundation, Shoreview, Minn. 9:15 a.m. Kandoo Can Do! Session (skit) Sit back and enjoy a skit about board and member meetings, what can and can’t be done. With an additional discussion of the basic duties of directors and responsibilities of directors and members, including information on the Senior Cooperative Housing Education Program (SCHEP Modules) for educating new and experienced cooperative members. Dennis A. Johnson, Board Chair, Senior Cooperative Foundation, Shoreview, Minn. Cooperative members will perform this skit 10:15 a.m. Networking Break and Refreshments 10:30 a.m. Senior Housing Going Green Survey results will be shared, as well as what cooperatives and their members are doing, what they have done, and what they have learned in identifying going green. Dennis A. Johnson, Board Chair, Senior Cooperative Foundation, Shoreview, Minn. Panel of Cooperative Members 11:30 a.m. Lunch and Senior Cooperative Foundation Awards Ceremony 1 p.m. Creating and Enforcing Policies and Procedures By the very nature of cooperative living, members must abide by and rely upon the cooperative’s rules and regulations to ensure that the cooperative can maintain the community, appearance, and other qualities that attract and retain members. In this interactive session, case studies of actual rules and enforcement scenarios will be presented to show how complications, gray areas or extenuating circumstances can develop when policies are not written in a clear and concise way or in a way that the cooperative can easily enforce. Phaedra Howard, Esq., Hellmuth & Johnson, PLLC, Edina, Minn. 2 p.m. Turn Down the Heat Challenge yourself to learn skills that will change your perspective on difficult situations and behaviors. Patricia McGinnis, Trainer, Mediator, Facilitator, Turning Point Madge S. Thorsen, Attorney, Trainer, Mediator, Facilitator, Cultivate Conflict Capability 3 p.m. Networking Break and Refreshments 3:15 p.m. Best Practices in Maintenance at Your Senior Housing Cooperative This panel will address questions from cooperatives and share their insight and expertise. A few key topics will include nitrogen generators, preventative maintenance program and the new law and REAC Inspections. Gary Braam, Maintenance Technician, Realife Cooperative of Mounds View, Mounds View, Minn. Brent Fristedt, Maintenance Technician, Applewood Pointe Cooperative of New Brighton, New Brighton, Minn. Dan Saul, Director of Maintenance, Ebenezer Management Services, Minneapolis, Minn. Mike Traub, President, Realife Management Services Inc., Apple Valley, Minn. 4:15 p.m. Social Reception May 29 – 30, 2019

THURSDAY, MAY 30 7:30–10 a.m. Registration, Continental Breakfast, and Networking 8:15 a.m. Managers Meeting (Optional) An open forum for senior housing cooperative managers to discuss challenges and potential solutions with their peers. Moderator: Vicky Chaput, Office and Programs Manager, Cooperative Network Board Officer and Committee Member Networking Session(Optional) Join small, informal networking discussions for board officers and committee members to share information and best practices. Individual tables will be labeled for specific officer positions and various committee types. This year specific topics for discussion will be determined through attendee input. Moderator: Evelyn Burry, Board President, Kildahl Park Pointe Co-op, Northfield, Minn. 9:45 a.m. Networking Break and Refreshments 9:55 a.m. Welcome and Announcements Dan Smith, President & CEO, Cooperative Network 10 a.m. SCH Purchasing Cooperative Update on products and services you can access by enrolling in the SCH Purchasing Cooperative to save money and find reputable contractors and service providers. Expanded participation means expanded benefits to those who enroll. Dennis A. Johnson, Executive Vice President, SCH Purchasing Cooperative, Shoreview, Minn. Sanda Thompson, Chair, SCH Purchasing Cooperative, Shoreview, Minn. 10:30 a.m. HUD Discussions Minneapolis Housing and Urban Development (HUD) operations and items of interest to Senior Housing Cooperatives. Laura Simpson, Director of Minneapolis Multifamily Asset Management Division, HUD, Minneapolis, Minn. (Invited) 11:30 a.m. Networking Lunch and Close of Silent Auction 12:30 p.m. Fair Housing and your Senior Cooperative This presentation will provide a firm grounding in fair housing law as it applies to senior cooperatives. Special attention will be given to disability discrimination, reasonable accommodation and reasonable modification requests, assistive animals, assistive devices, hoarding, personal safety, harassment and retaliation, and other fair housing concerns. Barb Blumer, Attorney, Barb Blumer Law, P.A. Eagan, Minn. 1:45 p.m. Networking Break and Silent Auction Winners Announced 2 p.m. You’re 65 or older, Now What? Life Care Planning and the Intricate Role of the Elder Law Attorney An informative overview of the Medical Assistance program, Veteran’s benefits, estate and disability planning, and current statistics on financial abuse. Kris will also introduce Life Care Planning, a holistic team approach to the practice of law that helps families respond to the multiple challenges of the aging process. Kris Maser, Elder Law Attorney, Maser, Admudson & Boggio, P.A., Minneapolis, Minn. 3:15 p.m. Co-op Counsels’ Corner for Your Cooperative: Ask the Experts Discuss key legal issues for senior housing cooperatives. Barb Blumer, Attorney, Barb Blumer Law, P.A. Eagan, Minn. Kris Maser, Elder Law Attorney, Maser, Amundson & Boggio, P.A., Minneapolis, Minn. Joe Nemo III, Co-op Counsel, Arthur, Chapman, Kettering, Smetak & Pikala, P.A., Minneapolis, Minn. Michael Nemo, Co-op Counsel, Arthur, Chapman, Kettering, Smetak & Pikala, P.A., Minneapolis, Minn. Chuck Sorenson – Legal Counsel, HUD, Minneapolis, Minn. (Invited) 4:15 p.m. Adjourn REGISTRATION Register by Wednesday, May 8 to receive Conference Sponsors the early registration fee. Registration fees vary and are detailed on the registration form. PLATINUM The fee includes a resource notebook, speaker fees, continental Arthur, Chapman, Kettering, Smetak & Pikala, P.A. breakfasts, lunches, breaks, and the social. Overnight lodging is not included. Contact Vicky Chaput, (651) 280-4900 or Ebenezer Management Services vicky.chaput@cooperativenetwork., with questions. Visit SCH Purchasing Cooperative www.cooperativenetwork.coop to download forms or to • AK Technologies register online (or also register at bitly.com/SCHConf2019). • Aufderworld Limited scholarships are available for co-ops with 50 or • Legacy Services Corporation fewer units located outside the Twin Cities Metro area. • Surface Surgeons Contact Dennis Johnson at the Senior Cooperative Foundation, • Weber Interiors (651) 310-0235 or [email protected], for information. • Warners' Stellian LODGING Book by Wednesday, May 8, for group rate. USDA Rural Development–RCDG Program DoubleTree Bloomington—Minneapolis South 7800 Normandale Blvd. GOLD Minneapolis, Minnesota 55439 Boyum & Barenscheer PLLP Rate: $109/night++ (ends Wednesday, May 8) Cooperative Development Foundation Hellmuth & Johnson Online Reservations: bit.ly/SCHhotel2019 Phone: (952) 835-7800 Luthern Trust Phone Reservations: (866) 271-8967 Realife Management Services Group name: CN Senior Cooperative Housing Conference Restoration Professionals Group booking code: CNS South Metro Federal United Properties & Applewood Pointe MINNESOTA CONTINUING Cooperative Communities REAL ESTATE CREDITS May 29 5.75 hours (pending) SILVER May 30 6.5 hours (pending) FirstService Residential May 30 (Managers Session)­ 1.5 hours (pending) Gentle Transitions Please contact Vicky Chaput, (651) 280-4900, with questions. Horizon Agency, Inc. Marsh & McLennan Agency Puzzle Exchange Maser, Amundson & Boggio, P.A. Back by popular demand! Dust off the puzzles you’ve put Paramark Real Estate Services together a thousand times and bring them to the conference Weis Builders to exchange for a few new ones. Please drop your puzzles off Westberg Eischens, PLLP at designated tables near the registration area.

SENIOR COOPERATIVE LEADERSHIP Call for Silent Auction Items AWARDS SPONSOR Please consider donating items for the Senior Cooperative Senior Cooperative Foundation Foundation auction to help support conference scholarships and other senior cooperative housing projects. Donations PUBLICITY should have a minimum $10 value and could include Cooperative Development Services handmade items, artwork, themed baskets or gift cards. Contact Dennis Johnson, (651) 310-0235 or Iowa Institute for Cooperatives [email protected], to donate an item. Minnesota Cooperative Education Foundation University of Wisconsin Center for Cooperatives DATES TO REMEMBER Thank you! May 8 Early Registration Discount | Room Block Expires May 17 SCF Silent Auction Donation Forms Due May 24 Registration Closes 2019 SENIOR COOPERATIVE HOUSING CONFERENCE REGISTRATION FORM

Name Title

Cooperative Name Email Address

Address Unit # City State Zip Code

Phone Number Fax Number

Please check one of the following that best describes your relationship with senior housing cooperatives: _____ Member of a senior housing cooperative _____ Member and board member of a senior housing cooperative _____ Administrator/Manager of a senior housing cooperative (fee is the same as co-op member) _____ Staff person at a senior housing cooperative (fee is the same as co-op member) _____ Developer of senior housing cooperatives _____ Professional working with senior housing cooperatives (architect, contractor, attorney, market analyst, etc.) _____ Management company (fee is the same as professional/developer) _____ Public/Governmental official (fee is the same as professional/developer) _____ Other:

Attending Conference (please check): _____ Both Days _____ Day 1 Only _____ Day 2 Only Attending Social (please check): _____ Yes _____No

MINNESOTA CONTINUING REAL ESTATE CREDITS Approval Pending. May 29: 5.75 hours; May 30: 6.5 hours; and May 30 managers session: 1.5 hours

Register me for the continuing real estate credits: _____Yes _____No License # Register online by visiting www.cooperativenetwork.coop or bitly.com/SCHConf2019 Early Registration Late Registration on/before May 8 after May 8 Full conference registration cannot be split Cooperative Cooperative between two people. Fee includes conference Non- Non- Network Network notebook, speaker fees, continental breakfasts, member member Registration lunches, breaks, and social. Participants are Member Member Fee responsible for paying lodging and travel Pay by Pay by Pay by Pay by costs. Pay by Credit Pay by Credit Pay by Credit Pay by Credit Check Card Check Card Check Card Check Card (online) (online) (online) (online) Full Registration (co-op member/manager) $240 $248* $295 $305* $290 $300* $345 $357* $

One-day Registration (co-op member/manager) $220 $227* $260 $269* $270 $279* $310 $320* $ Full Registration (professional/developer) $370 $382* $425 $439* $420 $434* $475 $491* $ No one-day rate available *Includes credit card convenience fee TOTAL PAYMENT: $ Please specify any necessary dietary or physical accommodations:**

**Special requests can only be guaranteed if made at least one month prior to event.

CANCELLATIONS: 100% refund for cancellations received by May 17. No refunds for late requests. Early Registration Deadline: We encourage online registration. If unable to register online, please return form(s) Rec’d on/before May 8 AND check payable to: Cooperative Network Late Registration Deadline: 16 North Carroll Street, Suite 900 | Madison, WI 53703-2721 FAX: (608) 258-4407 or Email: [email protected] Rec’d on/before May 24