Aging and Disability Resource Center Advisory Board Agenda Packet (PDF)

In compliance with the Americans with Disabilities Act, any person needing assistance to participate in this meeting, should contact the Office of the County Clerk at (920)746 2200. Notification 72 hours prior to a meeting will enable the County to make reasonable arrangements to ensure accessibility to that meeting. Notice of Public Meeting Monday, September 21st, 2026 2:00 p.m. Aging and Disability Resource Center (ADRC) Advisory Committee Meeting ADRC / Community Center of Door County 914 North 14th Avenue, Sturgeon Bay, WI 1. Call Meeting to Order 2. Establish a Quorum ~ Roll Call 3. Adopt Agenda / Properly Noticed 4. Approve Meeting Minutes:  ADRC Advisory Committee from July 20th, 2026 5. Correspondence 6. Public Comment 7. New Business (Review / Action)  Staffing updates  Toll Free Location Service  No Wrong Door expansion Grant  Needs Assessment Report  APS Intake Assessment Tool Testing  Community foundation -Aging and Disability Resource Foundation  Upcoming Caregiver Conference  Review Stats  Staff of WDOR October 16th 10:20 -11am 8. Unmet Needs 9. Sustainability Matters to be Considered 10. Legislative Matters to be Considered 11. Matters to be Placed on a Future Agenda or Referred to a Committee, Official, or Employee 12. Meeting Code 13. Next Meeting Date(s) • Monday, November 16th, 2026 at 2pm Adjourn Deviation from Order Shown May Occur Aging and Disability Resource Center Advisory Board - Minutes Monday, July 20th, 2026 at 2:00 p.m. Aging & Disability Resource Center/Community Center – 914 N 14th Ave, Sturgeon Bay, WI 54235 THESE MINUTES HAVE NOT BEEN REVIEWED AND APPROVED BY THIS BOARD AND ARE SUBJECT TO REVIEW AND REVISION BY THE BOARD AT THEIR NEXT REGULARLY SCHEDULED MEETING. Business Meeting 1. Call meeting to order. ● The meeting was called to order at 2:05 p.m. by John Koski. 2. Establish a Quorum ~ Roll Call. ● Members Attending: Helen Bacon, Kayla Kudick, Jeanne Pfaff, Kathleen Rothmeyer, Deb Doyle, Sherry Pesch, and John Koski. Absent: Allison Bourdeau and Sandy Brown. Other persons present: Jenny Fitzgerald, Nicki Scharrig. Barb Snow took minutes. A quorum was established and the meeting continued. 3. Adopt Agenda/Properly Noticed ● A motion was made by Deb Doyle and seconded by Kayla Kudick to adopt the agenda. The motion carried unanimously. 4. Approve Meeting Minutes of the ADRC Advisory Committee Meeting from May 18th, 2026 ● A motion was made by Helen Bacon and seconded by Jeanne Pfaff to approve the minutes. The motion was carried unanimously. 5. Correspondence – None 6. Public Comment – None 7. New Business (Review/Action) ● Staffing Updates o The front desk is staffed. Sara Dennison started May 18th works Monday, Tuesday and until 11:00 am on Wednesday. Heather Matchefts started Monday and works Wednesday at 11:00 am, Thursday and Friday. Things are going well. o We have an APS (Adult Protective Service) worker going on maternity leave and will be out until mid-October. o One person has passed the admin test for the DCS LTE position. ● Regional Quality Specialist and program attorneys o Our Regional Quality Specialist (RQS), Sherry Schulke, has retired. Sherry was our Regional Quality Specialist for about 20 years. Laura Compton will be the new RQS. o Megan Hinz from Waupaca, is still in training and will meet with Jenny in August. o The Elder Benefit Specialist (EBS) and the Disability Benefit Specialist (DBS) Program Attorneys positions are open as well. They are asking listservs and emails for questions they have until their new Program Attorneys are in place. ● Youth in Transition training opportunity/Program Materials o The handout “Preparing for Life as an Adult” is included in the agenda packet. Our ADRC Specialist, Melissa, was invited to be a part of a training activity with other ADRC Specialists throughout the state to help put things together for this program. They work with CLTS and schools to gauge how many kids are transitioning. The transition age is 17 ½. If kids are working with CLTS we are able to get their names to help them transition. We have had 7 kids this year. The process to refer a child from CLTS is: 1) The CLTS case manager will send a referral email. 2) The referral goes to the On Deck ADRC Specialist. 3) The ADRC Specialist will set up a meeting with the family and as time gets closer, meet with the family for a Long-Term Care Functional Screen (LTCFS). 4) Once they transition into the program (one month before they are 18 years old) then we step back and an MCO (Managed Care Organization) or IRIS take over. APS helps with guardianships. LTCFS take about 6 ½ hours per screen. If they are 18 and older and not in CLTS they can still get help. Later this month or in August we should be getting more information. ● Time Reporting Status/LMS Training system o The State is going away from using Excel for time reporting. All time reporting is now going through the PeerPlace program. We were using both Excel and PeerPlace together to make sure things were not getting missed. With PeerPlace we can run reports to see what is happening. Jenny will bring something in September to show the board. LMS (Learning Management System) has updated trainings ● AI Resource Page o The State has a group called the 2030 Group. The handout in the agenda packet “Door County Department of Health and Human Services” is a policy for Responsible Use of Generative Artificial Intelligence (AI). The preferred Generative AI tool is Microsoft’s Copilot. The handout “Citation” reviews how to cite the AI Tool and version used as well as prohibited uses, such as, no personal health information, no confidential or sensitive data, no case notes, to name a few. We have used it for surveys, for feedback and for different programs. Public Health, UW Ext, and volunteers com in to help with classes. ● ADRC Data o Included in the agenda packet is handout “2025 ADRC Numbers”. This handout goes over programs held in 2025. ● Application for National Family Caregiving Support Program (NFCSP) funding o Nicki applied for the NFCSP funding special criteria. We did not receive the funding due to not spending down all the funds from last year. We have about 25 individuals and families and we help the most people we can. We also have support groups and increase education. There are different amounts dispersed from the State depending on the size of the county. November 12th is the Caregiver Conference. ● Staff of WDOR October 16th 11am o Nicki and Sierra will be on WDOR, October 16th at 11:00 am discussing the Caregiver Programs and Dementia. The ADRC Specialists were on in May or June. DCMC asked us to speak for the Fall Prevention Program. 8. Unmet Needs-None 9. Sustainability Matters to be Considered – None 10. Legislative Matters to be Considered – None 11. Matters to be Placed on a Future Agenda or Referred to a Committee, Official, or Employee o Aging Plan. Next year we have a new Aging Plan to do and we want any thoughts the board might have. o What would the board like to hear about or talk about? o Transition update- or bring someone in to talk about it. 12. Meeting Code – 1166 13. Next Meeting Date(s) ● ADRC Advisory Committee meeting, Monday, September 21st, 2026 at 2:00 p.m. Adjourn ● A Motion was made by Helen Bacon and seconded by Kayla Kudick to adjourn. ● Meeting was adjourned at 3:03 p.m. The minutes for this meeting were recorded by Barb Snow. 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 23 24 25 27 28 30 32 33 91 92 93 94 95 96 A X Y Z AA AB AC UNIT 2025 Qtr 2 2025 Qtr 3 2025 Qtr 4 2025 TOTAL 2026 Qtr 1 2026 Qtr 2 AGING & DISABILITY RESOURCE CENTER (ADRC) Total New memberships 148 100 122 470 79 149 Total participation-Activities and Events (check-ins) 7556 7950 6919 30460 7788 8285 Volunteer Hours (# of volunteers/hours) 126/1900 134/1963 134/2095 134/9077 102/3000 112/1866.25 I & A Contacts (incoming & outgoing calls, home visits, office visits) Consumers Served (As of 2025) 263 264 283 1120 313 422 Elder Benefits Specialist (EBS) - Cases Open/Active Consumers Consumers Served (As of 2025) 91 92 250 590 85 98 Disability Benefits Specialist (DBS) - Cases Open/Active Consumers Consumers Served (As of 2025) 79 76 94 337 115 111 Dementia Care Specialist (DCS) - Total Consumers 300 385 442 1560 316 694 Meals-Congregate Baileys Harbor 289 291 274 1179 309 377 Brussels Opened October 2018 - Closed as of 8/1/2025 227 85 0 520 0 0 Liberty Grove 227 273 163 824 197 239 Sturgeon Bay 3537 4635 3707 15620 3565 4607 Washington Island 204 263 224 866 158 282 Meals Congregate TOTAL 4484 5547 4368 19009 4229 5505 Meals on Wheels Sturgeon Bay - MOW 3411 3660 3118 13940 3553 3697 Brussels - MOW (folded into rural route as of 8/1/2025) 121 17 0 278 0 0 Baileys Harbor - MOW 104 146 198 533 119 173 Liberty Grove - MOW - formerly Scand 386 215 177 1261 199 260 Washington Island - MOW 426 539 484 1865 456 629 Meals on Wheels TOTAL 4448 4577 3977 17877 4327 4759 All meals TOTAL 8932 10124 8345 36886 8556 10264 * Brussels congregate meal site closed as of 8/1/2025 HEALTH AND HUMAN SERVICES STATISTICS An Invitation to Shape the Future of Aging in Door County Door County has always been a place people care deeply about. For some, it is where they were raised. It is home in the fullest sense of the word. It is generations of family, hard work, church suppers, orchards, fishing boats, classrooms, volunteer fire departments, and neighbors who know one another by name. For others, Door County became home later in life. They came first as visitors. They fell in love with the shoreline, the small towns, the beauty of the peninsula, and the feeling that this community still values things that much of the world has forgotten. Over time, many made the decision to retire here, rightly believing that Door County is a wonderful place to grow older. But aging well does not happen automatically. A Community at a Turning Point At some point, nearly every person encounters the realities that come with aging. Isolation. Loneliness. Mobility challenges. Memory loss. Caregiving. The gradual loss of independence that may come quietly at first, then all at once. These are not just personal issues; they are community issues. And as Door County’s aging population continues to grow faster than almost anywhere else in Wisconsin, they are becoming some of the defining challenges of our county’s future. That is why the Door County Community Foundation, Inc., in partnership with the Aging & Disability Resource Center (ADRC) of Door County, is creating Door County Aging & Disability Resource Foundation. Leading the Effort Door County Aging & Disability Resource Foundation, a fund of the Door County Community Foundation, is forming a founding Board of Advisors made up of respected community leaders who care deeply about the future of this peninsula and the people who call it home. We believe you are one of those people. Members of the Board of Advisors will help guide the long-term vision of Door County Aging & Disability Resource Foundation, serve as ambassadors throughout the community, connect the initiative with potential donors and philanthropic partners, and help ensure that charitable dollars are invested wisely in programs and services that make a genuine difference. The model is similar to the relationship between universities and their affiliated foundations. Door County Aging & Disability Resource Foundation operates separately from government while working in close partnership with the ADRC and the Community Foundation to raise and responsibly steward charitable support for public-serving programs. Board members bring credibility to that effort. People invest in things when they recognize respected individuals standing behind them; people whose judgment they trust and whose commit- ment to the community they believe in. Door County Aging & Disability Resource Foundation was created around a simple but important belief: people deserve the opportunity to age with dignity, connection, purpose, and support in the community they love. A Fund of the Door County Community Foundation, Inc. What Door County Aging & Disability Resource Foundation Supports Operating under the umbrella of the Door County Community Foundation, Door County Aging & Disability Resource Foundation will provide charitable support for programs and services offered through the ADRC that strengthen the quality of life for older adults and individuals living with disabilities throughout Door County. At the center of this effort are ADRC meal programs at locations in Sturgeon Bay, Baileys Harbor, Liberty Grove, and Washington Island. But anyone familiar with these programs understands they are about far more than just nutrition. A meal may be what first brings someone through the door, but what keeps people coming back is connection. People gather around tables and form friendships. They stay after lunch to play cards, talk over coffee, exercise, laugh, and share stories. They create routines. They look out for one another. In many ways, they create a second family. For older adults, especially those living alone, those relationships matter enormously. Many studies confirm what most people instinctively know: human connection improves physical health, emotional well-being, and overall quality of life. The same is true for Meals on Wheels. For some homebound older adults, the volunteer delivering a meal may be the only person they see that day. The food matters, but so does the conversation at the door and the reassurance that someone is checking in. Those regular visits can become an essential lifeline and an early warning system, helping volunteers and staff identify when someone needs additional support before a difficult situation becomes a crisis. The ADRC also serves as a gateway to a much larger support network throughout Door County. Someone may initially come for a meal and discover exercise programs, wellness opportunities, retirement and financial education, tax preparation help, dementia-related services, caregiver support, or fraud prevention tips. It is worth noting that the “D” in “ADRC” matters. The Aging & Disability Resource Center serves not only older adults, but also individuals and families navigating physical disabilities, developmental or intellectual disabilities, dementia, memory loss, and other challenges that can create isolation or make independent living more difficult. It is a welcoming place where people can find companionship, education, support, activity, and a connection to their broader community. The Kind of Community Door County Wants to Be Ultimately, Door County Aging & Disability Resource Foundation is about some- thing larger than its programs and services. It is about whether people who spent their lives building this county can continue to live here with dignity and support as they age. It is about whether those who chose Door County as the place to enjoy retirement will find not only beauty here, but also community. It is about recognizing that independence does not happen in isolation. Strong communities help people remain connected to one another. That is the work of Door County Aging & Disability Resource Foundation. And in the years ahead, it may become some of the most important work our community does. Strong communities help people remain connected to one another. That is the work of Door County Aging & Disability Resource Foundation. And in the years ahead, it may become some of the most important work our community does. 2026 DOOR COUNTY CAREGIVER CONFERENCE “Care. Connect. Recharge.” Thursday, November 12th, 2026 8:00 a.m. – 2:00 p.m. Aging and Disability Resource Center/Community Center 914 N. 14th Avenue, Sturgeon Bay 8:00 - 9:00 a.m. Registration, Resource Fair, Continental Breakfast, Welcome 9:00 – 10:00 a.m. Breakout Session I: “Advocating Effectively in the Healthcare System” Casey Kapalczynski, Program Manager at University of Wisconsin–Green Bay in the Continuing Education and Workforce Training Department or “How to protect yourself from Medicare-related fraud and scams” Shannon Schuster, Senior Medicare Patrol, Fraud & Abuse Program Volunteer 10:00 - 10:15 a.m. Break & Resource Fair 10:15 - 11:15 a.m. Breakout Session II: “Care of the Caregiver”, Lisa McMahon- Director of Psychosocial Services at Unity Hospice or “Building Foundations of Caregiving & Supporting Independence”, Wendy Betley at Alzheimer’s Association 11:15 - 11:30 a.m. Break & Resource Fair 11:30a.m. – 12:15 p.m. Breakout Session III: “The Power of Sound” An experience to free your mind and escape to a place of calm and peace” Kathy McCabe or “Safe Lifting and Transfer Techniques for Caregivers” Krista Keck, Physical Therapist at Door County Medical Center 12:15 – 1:00 p.m. Lunch & Networking Music by George Sawyn 1:00 – 1:45 p.m. Professional Caregiver Panel/Q & A with Caregiver Experts 1:45 - 2:00 p.m. Closing Remarks/Raffle Drawing Overview of Presenters/Conference Sessions Casey Kapalczynski, Program Manager at University of Wisconsin–Green Bay in the Continuing Education and Workforce Training Department “Advocating Effectively in the Healthcare System” Support the care you give—right from home. In this session, you will learn both basic caregiving skills and more advanced tips to help you handle everyday challenges. Whether you are new to caregiving or have been doing it for a while, this training can help you feel more confident and supported in the important work you do. Casey is a dedicated long-term care advocate with over 15 years of experience supporting adults with disabilities and older adults across Wisconsin. She spends her free time traveling the world with her husband, reading, practicing yoga, and petting every animal she comes across. Shannon Schuster, Senior Medicare Patrol, Fraud & Abuse Program Volunteer You will learn, “How to Protect Yourself from Medicare-Related Fraud and Scams”. The Senior Medicare Patrol’s mission is to educate Medicare beneficiaries, their family members, and caregivers about how to protect yourself from Medicare- related fraud and scams, how to detect if something doesn’t feel right, and how and where to report such concerns. Shannon managed audit, compliance and regulatory teams in the banking and health care industry for over 30 years. She received her BS in Accounting from Northern Michigan University and her MBA from University of Wisconsin-Oshkosh. Shannon started volunteering with Senior Medicare Patrol in 2025. She enjoys traveling, walking/hiking, yoga, trying new baking recipes and reading. Shannon has resided in Green Bay with her husband Chris for over 20 years. Lisa McMahon, BSW, Director of Psychosocial Services for Unity Hospice Attending the Care of the Caregiver presentation will provide you with valuable information on compassion fatigue, signs of burnout and risks, tips and techniques, workplace implications, compassion satisfaction and community resources. Lisa is passionate about overseeing Unity’s social workers, chaplains and volunteer team throughout fifteen counties in Northeast Wisconsin. Lisa has been part of Unity for the past 20 years, serving in various leadership roles. Lisa obtained her bachelor's degree from UWGB. Wendy Betley, Senior Program Director, Alzheimer's Association, Wisconsin Chapter Building Foundations of Caregiving & Supporting Independence” explores the role of caregiver and changes they may experience, building a support team and managing caregiver stress. Learn how understanding the key aspects of caregiving can help ensure the delivery of person-centered care while managing your own emotional and physical well-being. Learn how dementia changes relationships over time, the benefit of person-centered care approaches, how to create a supportive care team, and steps to manage caregiver stress. Kathy McCabe, Fully Certified Realization Process Teacher: Meditation, Embodiment Practices, and Healing Ground (Trauma Repair) with Advanced training in both Embodiment & Healing Ground. “The Power of Sound” An experience to free your mind and escape to a place of calm and peace. Kathy participated for several years in the Whole Life Doula Track, addressing issues around death and dying and studying human development. She has completed her second level of Advanced Mentorship within the Realization Process Training, which deepened her abilities as a teacher and group leader. Kathy is well aware of the stress that comes with being a professional caregiver, having experiencing her husband's 7-year battle with cancer. Krista Keck, Physical Therapist, Door County Medical Center “Safe Lifting and Transfer Techniques for Caregivers” Learn safe lifting techniques and proven transfer tips to safely help loved ones move from bed to wheelchair, chair to standing or properly navigate with a walker. Krista moved to Door County, WI in 2014. She received her physical therapy degree from Ohio University in 1989. She then obtained her Doctorate of Physical Therapy in 2022 from The College of St. Scholastica. She is also an American Physical Therapy Association Credentialed Balance and Fall Prevention Professional. Krista is a general practitioner who also specializes in vestibular rehabilitation. During her time off, she enjoys hiking, biking, kayaking, nature photography, golfing and traveling Hosted by the Door County Caregiver Coalition 2026 CAREGIVER CONFERENCE REGISTRATION FORM To attend the Conference, please complete the registration form and return it by: Thursday, October 29th, 2026 Attn: Nicki Scharrig ADRC of Door County 914 N. 14th Avenue Sturgeon Bay, WI 54235 For additional information contact: ADRC of Door County at (920)746-7153 or nscharrig@co.door.wi.gov. We prefer a registration form to be sent in or dropped off so that we have the correct information and spelling of each participant’s name. Please print & use a separate form for each person. Name: _________________________________________ Address: _________________________________ __________________________________________________________________________________________ Phone Number: (________) ______________ Email: ______________________________________________ Breakout Session I: (please pick one topic to attend) ____ “Advocating Effectively in the Healthcare System”: with Casey Kapalczynski, Program Manager of Continuing Education and Workforce Training at University of Wisconsin: Green Bay (or) ____ “How to Protect yourself from Medicare-related Fraud and Scams”: with Shannon Schuster, Program Volunteer: Fraud & Abuse, Senior Medicare Patrol Breakout Session II: (please pick one topic to attend) ____”Care of the Caregiver”: with Lisa McMahon, Director of Psychosocial Services, Unity Hospice (or) ____”Building Foundations of Caregiving & Supporting Independence”: with Wendy Bentley, Senior Program Director, Alzheimer’s Association Breakout Session III: (please pick one topic to attend) ____”The Power of Sound”: with Kathy McCabe, Music Therapist (or) ____ “ Safe Lifting and Transfer Techniques for Caregivers ”: with Krista Keck, Physical Therapist, Door County Medical Center