Marcum Long-Term Care Symposium
Overview
The long-term care industry is an ever-fluctuating arena deeply impacted by Federal and State legislative changes, economic turmoil and resident expectations.
The future landscape is certain to evolve, and providers must begin to prepare for these changes now. The Marcum Long-Term Care Symposium is dedicated to providing professionals with a glimpse of the future, both operationally and economically.
Speakers

Anirban Basu
Anirban Basu is Chairman & CEO of Sage Policy Group, Inc., an economic and policy consulting firm headquartered in Baltimore, Maryland with offices in Pennsylvania and Cambodia. The firm provides strategic analytical services to energy suppliers, law firms, medical systems, government agencies, and real estate developers among others.
In 2014, Maryland Governor Larry Hogan appointed him Chair of the Maryland Economic Development Commission. He also serves as chairman of the Baltimore County Economic Advisory Committee. He is also the Chief Economist to Associated Builders and Contractors and Chief Economic Advisor to the Construction Financial Management Association. He serves similar functions for Visit Baltimore, the Maryland Association of Realtors, and Marcum, LLC.
He lectures at Johns Hopkins University in Global Strategy and has also taught international economics, urban economics, micro- and macroeconomics at Hopkins. His radio show can be heard weekdays on 88.1FM, WYPR, Baltimore.
In both 2007 and 2016, the Daily Record newspaper selected Mr. Basu as one of Maryland’s 50 most influential people. The Baltimore Business Journal named him one of the region’s 20 most powerful business leaders in 2010.
Mr. Basu has been on many boards over time, including First Mariner Bank, the Baltimore City Public School System, Port Discovery, the Baltimore School for the Arts, and Union Memorial Hospital. He is currently on the boards of St. Mary’s College, the University System of Maryland Foundation, the Center for Emerging Media, the Lyric Opera House and the Archdiocese of Baltimore School System.
Mr. Basu earned his B.S. in Foreign Service at Georgetown University in 1990. He earned his Master’s in Public Policy from Harvard University’s John F. Kennedy School of Government, and his Master’s in Economics from the University of Maryland, College Park. His Juris Doctor was earned at the University Of Maryland School of Law.

Maureen McCarthy
Maureen McCarthy is the founder, President and CEO of Celtic Consulting, LLC; nationally recognized as a luminary amongst long term care operators and clinicians for Reimbursement and Regulatory matters, Audits, and Analysis, Enhancing Operational Efficiency and Education and Litigation Support. Maureen combines her clinical expertise in long-term care and her regulatory acumen to assist clients with developing and executing, sustainable remediation plans. She is a registered nurse with over two decades of work experience, including direct patient care, MDS Coordinator, Director of Nursing, and Rehab Director, and Medicare biller.
Maureen has trained thousands of clinicians and administrators; Certified as Master Teacher for the Director of Nursing Course (DNS-MT), Master Teacher for Quality Assurance and Performance Improvement processes (QCP-MT), Master Teacher of the MDS (RAC-MT), and Master Teacher in Advanced MDS (RAC-MTA) which contains the Patient Driven Payment Model (PDPM), and Medicare Regulations. She is a Medicare & MDS 3.0 Advisor for several state affiliates, advisor to the Medicare Administrative Contractor
(MAC-J13), the Medicare contractor for the National Government Services Provider Advisory Group. Recognized for thought-leadership, Maureen presents to many long term care associations- the American Health Care Association (AHCA), American Association of Post-Acute Care Nursing (AAPACN), and the American College of Health Care Administrators (ACHCA) amongst others. She sits on the Board of Directors for the American Association Post-Acute Care Nurses (AAPACN) and Vice-Chair of the Expert Advisory Panel for the American Association of Nurse Assessment Coordination (AANAC).
She provides webinar presentations, conducts seminars on topics relevant to the long term care industry organizations. Her publications have been in leading industry journals such as PPS Alert, McKnight’s Long-Term Care News, and Skilled Nursing News and authored several books.
Maureen is also the founder and CEO of MDSRescue, LLC, providing interim MDS completion services across the country. Maureen is a registered nurse with over two decades of work experience, including direct patient care, MDS Coordinator, Director of Nursing, and Rehab Director, and Medicare biller.

Clifton Porter II
Clifton (Clif) Porter, II is the senior vice president of government relations at the American Health Care Association (AHCA) and the National Center for Assisted Living (NCAL), which represents more than 14,000 for-and not-for-profit nursing homes, assisted living residences, and facilities for the care of people with intellectual and developmental disabilities.
Prior to coming to AHCA/NCAL, Porter led HCR ManorCare’s Government Relations Department from 2004-2013 as its vice president of government relations. He oversaw all company government relations activities including the monitoring of legislation, policy analysis and grassroots coordination. His responsibilities encompassed both state and federal legislative oversight as well as political strategic planning.
Porter has been serving the needs of seniors in the Long-Term Care field for over 31 years. He began his career as an Administrator in Training at a Skilled Nursing Facility in 1989 and served as Assistant Administrator and Administrator of several Skilled Nursing Centers from 1990 through 1998. Porter’s direct operational experience includes new facility openings, troubled facility turnarounds and the operation of large, complex nursing centers. He also oversaw the operations of multiple nursing centers in a large urban market actively serving the needs of over 1,100 patients on a daily basis from 1998 until late 2004.
While serving as both an Administrator and Regional Director of Operations, Porter became actively involved with state advocacy issues on behalf of the Long Term Care sector. He served on the Boards of the Virginia Healthcare Association, Ohio Healthcare Association and the Health Facilities Association of Maryland (HFAM) at different times beginning in 1995 and served as Chair of HFAM’s Legislative Steering Committee from 2004 to 2013.
Now serving as the top lobbyist in AHCA/NCAL, Porter works to promote the association’s legislative agenda. He continues to advocate against cuts to Medicare and Medicaid, and backs policies that improve patient outcomes through incentives. Porter also supports legislation that would improve workforce development, rationalize regulations, modernize facility construction along with several other policy initiatives.
Porter is a native of Columbia, MD, and received his Bachelor of Science Degree from the Medical College of Virginia, Virginia Commonwealth University in 1989, majoring in Healthcare Management. He has been married to Deborah for 31 years and has three children (Chanel, 29, Christian, 26 and Clifton, 23). He has served in various leadership positions within his local church and has been actively involved in several professional and community organizations. The Porters currently reside in Alexandria, VA.
Sponsorships
To secure your sponsorship or inquire about other sponsorship opportunities, please contact:
Megan Kolakowski Coro, Marketing Manager, Marcum LLP
[email protected] or 203.781.9689
SHOWCASE SPONSOR I $2,000 (Limit 1)
- Company logo prominently displayed on all event promotional materials as the Showcase Sponsor (email, website, social media)
- Company logo displayed on powerpoint presentation
- Verbal acknowledgment of company at start and conclusion of webinar
- Introduction of Keynote Speaker: Anirban Basu on 9/13/2021
- Advertisement in webinar conference room
- Company message and link to website displayed on post event follow-up Thank you email
- Receipt of attendee list
SHOWCASE SPONSOR II $2,000 (Limit 1)
- Company logo prominently displayed on all event promotional materials as the Showcase Sponsor (email, website, social media)
- Company logo displayed on powerpoint presentation
- Verbal acknowledgment of company at start and conclusion of webinar
- Introduction of Speaker on 9/14/2021
- Advertisement in webinar conference room
- Company message and link to website displayed on post event follow-up Thank you email
- Receipt of attendee list
GOLD SPONSOR $1,500
- Company logo prominently displayed on all event promotional materials as the Gold Sponsor (email, website, social media)
- Receipt of attendee list
- Verbal acknowledgment of company
VIDEO SPONSOR $1,000
- Company logo prominently displayed on all event promotional materials as the Video Sponsor (email, website, social media)
- Video Advertisement before webinar each day (30 seconds to be provided to Marcum)
- Company branding on presentation
DIGITAL AD SPONSOR $300 (SOLD)
- Premium ad placement on invitations, reminders and announcements related to the Symposium
SUPPORTING SPONSOR $200
- Logo on promotional event branding as Supporting Sponsor (Website, Invite, Social Media)
Sponsors
Showcase Sponsor I
Mac RX
MAC Rx dispenses medications to residents in over 130 long-term care facilities and skilled nursing centers across Illinois, Indiana and Wisconsin. MAC Rx has grown into the largest, independent, single location, long-term care pharmacy in the Midwest. Being the largest Independent pharmacy in IL, WI and IN, MAC Rx is pleased to sponsor the MARCUM Long-Term Care Symposium. MAC Rx is where Personalized Gold Star Service and the lowest Medicaid-based pricing model come together.
Gold Sponsor
ACHCA
The ACHCA is the professional society for Administrators in long-term, assisted living and subacute care. Our mission is to enable our members to continuously enhance their professional development, primarily through education in the continuum of health care administration with an emphasis on long-term care, in order to improve the quality of life and the quality of care provided to those we serve.
ConnectOne Bank
From backing self-starters to financing the drivers of the economy, ConnectOne is a commercial bank inspiring a new model for the industry’s future. Founded by an entrepreneur with a belief that putting people first is a better way to do business.
Today, ConnectOne Bank is a high-growth, high-performing bank that offers a full suite of deposit, loan and cash management solutions to small and middle-market businesses across the New York metro market. ConnectOne couples our talented team of business professionals with leading technology solutions to provide clients financial solutions at the speed of their business.
USI
USI focuses on long-term care with decades of experience and commitment to the healthcare industry. USI’s industry experts bring a wealth of risk management solutions providing significant impact and addressing current industry issues. Our healthcare team leverages USI ONE®, a fundamentally different approach to risk management. Experience the USI ONE Advantage® and learn how USI’s healthcare team can help your facility.
Video Sponsors
National Network of Accountants
NNA Advisors and the National Network of Accountants works with affluent individuals and their accounting professionals in order to develop sophisticated strategies for risk management, business, and estate planning. We approach every client and their business with the goal of managing risk, reducing taxes, and building asserts with a focus on lowering costs, increasing net income, and maintaining long-term control. From estates over $500 million to business owners and professionals of all incomes and net worth, our team of dedicated professionals provides the same extraordinary service and uncompromising respect for clients.
NOA Diagnostics
NOA’s mission is to partner with our clients to support the full continuum of care through innovation, performance and clinical excellence in diagnostics services leading to high quality outcomes and reduced hospital re-admissions. The NOA service platform has been developed to drive efficiencies and improve quality in patient care. NOA Diagnostics pledges to deliver services every day with care, compassion and empathy towards our clients.
Digital Ad Sponsor
Alera Group
Alera Group is an independent, national insurance and financial services firm created through the merger of like-minded, high-performing, entrepreneurial companies across the United States.
Why work with Alera Group? Because we provide the best of both worlds – national scope combined with local service. Our mission is to transform the client experience by providing a greater depth and breadth of resources, innovative thinking and constant collaboration, while maintaining strong local relationships.
Lument
ORIX Real Estate Capital Holdings, LLC, d/b/a Lument, is a subsidiary of ORIX Corporation USA. Lument is a national leader in commercial real estate finance. As the combined organization of legacy industry experts Hunt Real Estate Capital, Lancaster Pollard, and RED Capital Group, Lument delivers a comprehensive set of capital solutions customized for investors in multifamily, affordable housing, and seniors housing and healthcare real estate. Lument is a Fannie Mae DUS®, Freddie Mac Optigo®, FHA, and USDA lender. In addition, Lument offers a suite of proprietary commercial lending, investment banking, and investment management solutions.