National Dementia Friendly Communities Initiative—Tuesday, June 9, 2015 4:00 p.m.-5:00 p.m. (EST)
Meeting Objective: Progress update on funding and next steps planning
Meeting Participants: Ron Grant, Douglas McKenzie, Sarah Hoit, Sandy Markwood, Katie Sloan, Ian Kremer, Patsy Riley, Dawn Simonson, Alex
Clark, Olivia Mastry, Mary Ek
Funding Status Asks updates: No new sponsorship at this point. Some initiators are in conversation with potential champions to gauge interest.
See the Financial Support Status document in Attachment A.
Spokesperson Update: No new information at this point. Ron Grant has agreed to be an ambassador and initiators are currently recruiting others.
See the Spokesperson document in Attachment B
Discussion Summary: The group discussed strategies for moving forward and generated the following:
 Move forward towards an implementation scenario that allows for a robust national resource and technical assistance
and, if possible, an online dementia friends program that will reinforce community capacity building.
 Shift the implementation timeline to delay implementation next steps and focus on funding the initiative between June
and August with a goal of at least $600,000-$800,000 pledged by end of August
 Use current funds to develop visual brand and materials that support communicating and funding for the initiative and
bring in new partners, and support early development of web resources and TA manual
 Begin implementation of the web-based resources and technical assistance plan and development/commitment of pilot
communities throughout the summer of 2015
 Launch up to five very ready pilot communities by year-end or early 2016
 Explore with area agencies on aging whether we could accelerate pilot communities by offering the AAAs in those
communities as champions and technical assistance providers.
This results in having by 1st quarter 2016 a basic web portal with enhanced resources and five pilot communities ready to start
their work.
Next steps and follow up:
NEXT STEPS:
What
Summarize results of meeting (this document)
Create a case study of Blue Cross Blue Shield involvement in ACT
Resend Commitment Letter to DFA Champions
Continue funding search with new help from DFA Champions
Look into the potential of hiring a professional fundraiser
Explore crowd sourcing campaign concept
Potential Pilot Communities:
Sandy will check in with Atlanta contact
Alex will check in with Denver contact
Sarah will look into Orange County
Ian will check in Prince George’s
Olivia and Alex will connect with Mike Simmons to determine “low hanging fruit”
Olivia and Alex will check back with Knoxville to check on status of engagement
Olivia and Alex will check back with Banner Health with status
By Whom
By When
Collective Action Lab
Mary Ek and Patsy Riley
Mary Ek
Initiator Group with input
from Champions
Initiator Group
TBD
completed
TBD
completed
August 1
TBD
TBD
July 1
Sandy Markwood
Alex Clark
Sarah Hoit
Ian Kremer
Olivia Mastry/Alex Clark
“ “
“ “
1
Arrange a call for Sarah, Katie, George, Olivia and Alex to discuss DFAi conversation
with Boston mayor on 7/15 or 7/16
Patsy will look into a potential DFAi presentation at the Blues Plans Senior Market
Work Group Meeting on July 22 in Chicago.
Sandy will get more information on DFAi presenting at n4a conference
Arrange conference call (send doodle) for Olivia, Sandy, Dawn, Patsy, Katie and Alex to
discuss and plan for the n4a conference (July 11-15 in Philadelphia)
Support resource enhancement for US audience once funding is clearer
William Hu, Sarah Hoit and Michael Buckley to join the initiators group
Create a DFAi Initiator’s roster with phone and email
Send summary and the following assignment to DFA champions as interim work to
and track feedback.
 Identify one or two additional organizations or thought leaders with the offer
of making introductions to a member of the initiator’s group for follow up.
Mary Ek
June 17
Patsy Riley
June 18
Sandy Markwood
Mary Ek
June 18
June 17
Mary Ek will coordinate
Olivia Mastry/ Alex Clark
Mary Ek
DFA Champions with
follow up by Mary Ek
June 18
completed
June 22
June 22
NEXT CALL DATE AND DETAILS: Tuesday, June 23, 2015, 4:00-5:00 p.m. (EST) Call in number: 888-602-6383 PIN 63201
Attachment A
Potential and Confirmed Financial Support for Dementia Champions Initiative
TOTAL FUNDS PLEDGED TO DATE: $400,000
Internal Champions
Organization
Follow - Up
Status
AARP
Ian Kremer
Make 2016 ask in summer
Bank of America
Ian Kremer
Make 2016 ask in fall
Blue Cross Blue Shield Association
Frank Fernandez
Eli Lilly
George Vradenburg
Make 2016 ask in fall
LeadingAge
Wayne Olson
Pledged $50,000
National Alzheimer’s Association
Olivia Mastry
Pledged $50,000
National Association of Areas Agencies on Aging (N4A)
Sandy Markwood
$35,000 in-kind support (fiscal sponsor)
National League of Cities
Sandy Markwood
Will follow up (5/26 call)
Otsuka Pharmaceutical Companies
David Digby
Pledged $50,000
The International Association of Chiefs of Police (IACP)
Sandy Markwood
Will follow up (5/26 call)
US Against Alzheimer’s (USA2), including the USA2 Women’s, George Vradenburg
Pledged $50,000
Clergy, African American, and Latino Networks
Volunteers of America
Wayne Olson
Pledged $50,000
Potential External Champions
Alz Foundation of America
Ian Kremer
Open to providing technical assistance
once we are further along in the initiative
Actavis
Ian Kremer
Ian had initial conversation-expressed
interest—socializing ASK doc internally.
May have to go through grant process
AHIP
Frank Fernandez will explore
Frank will reach out to “distant” contact
Apple (Health Care Apps)
George
George will reach out to Bud Triddle and
Mike O’Reilly
Assisted Living Federation of America
Ian Kremer
Atlantic Philanthropies
Olivia Mastry/Laurel Coleman
-------------------------------------------------------Banner Health
Olivia Mastry/Alex Clark
In conversation, future involvement likely.
Biogen Idec
Ian Kremer
Shared full Ask document—looking for a
home in their organization, may take a
while
Bloomberg
David Digby
Ask documents are being internally routed
and David will follow up during week of
April 19
BrightFocus Foundation
Ian Kremer
Pledged $50,000
2
Brookdale Senior Living
Catholic Health Initiative
CliftonLarsonAllen
CVS—Caremark
George Vradenburg
Olivia Mastry/Alex Clark
Wayne Olson
Pledge
Direct Supply
Wayne Olson
East Tennessee Foundation (Pat Summit Foundation)
Ian Kremer
Family Caregiver Alliance
GE Healthcare
Olivia Mastry
Alex Clark
Good Samaritan Services
Grantmakers in Aging
Wayne Olson
Katie Sloan
Greystone Development (Texas)
Home Instead Senior Care
Wayne Olson
Ian Kremer
IBM Life Sciences
Olivia Mastry and Alex Clark
JP Morgan
Mike Simmons
Johnson & Johnson
Ian Kremer
KPMG-Life Sciences Group
David Digby
Kaiser Family Foundation
Merck
National Association of Community Foundations
Sandy Markwood
Ian Kremer
George Vradenburg
National Committee to Preserve Social Security and Medicare
Ian Kremer
National Council of LaRaza
Pew Charitable Trusts
Pharma
Frank Fernandez will explore
George Vradenburg
Sandy Markwood
Piramal
Point Click Care
Ian Kremer
Wayne Olson
Retirement Research
Reynolds Foundation
Robert Wood Johnson Foundation
Sanofi
Sandy Markwood
Sandy Markwood
George Vradenburg
Ian Kremer
United Health Group
Dawn Simonson, Alex Clark, Olivia
US Bank
Alex
Walgreens
Katie Sloan
Will inquire and gauge interest
In conversation, future involvement likely.
No information
Pledged $100,000
Olivia meeting with social responsibility
person 5/26 to discuss potential role in
pilot communities and retail side of work
Spoke with second in command—very
interested
-------------------------------------------------------Initial contact with Kathy Kelly
GE Healthcare not interested in dementia.
GE Healthy Cities initiative could be
pursued (George Vradenberg)
Olivia, Alex and Katie met with them on
April 16 – likely in-kind involvement and
providing pathways into other foundations
Ian and Alex had initial conversation—
further discussing with senior leadership
but there’s a high degree of interest
First call; interest in Evaluation—will follow
up in May
Meeting scheduled for 3/25—will have
update on 3/31(need new update)
Shared full Ask document—looking for a
home in their organization
Has a lead and is working to secure a
meeting, will follow up week of April 19
Will follow up (5/26 call)
Shared ask documents
-------------------------------------------------------Sent Ask documents, looking into it. May
be able to offer outreach support.
Frank will reach out to “distant” contact
--------------------------------------------------Sandy has a second meeting scheduled
with them- will follow up (5/26 call)
A real long shot, provided information and
discussions a couple months ago. Little
follow up. Recently request for a
“sponsorship packet.”
Will follow up (5/26 call)
Will follow up (5/26 call)
??????????????????
Shared full Ask document—looking for a
home in their organization
Had a good call with them, likely will
engage and likely financial sponsorship
Introduction made on 3/24. Will schedule
conversation with Olivia
Had conversation, feeling optimistic that it
will lead to future involvement and
potential pledge.
3
Weinberg Foundation
Wells Fargo
Sandy Markwood
David Digby
Zeigler
Wayne Olson
Will follow up (5/26 call)
Resent Ask documents and will follow up
week of April 19
Information is with the decision maker at
the senior level. Trying to set meeting, but
he is very interested in the conversation.
PARKING LOT
Bill and Melinda Gates Foundation
Caesars Foundation
Chase Credit Card Services
Colonial Penn Life Insurance Company®
Commonwealth Fund
Evangelical Lutheran Church in America
Hartford Financial Services Group Inc.
Investor Protection Trust
Jacob & Valeria Langeloth Foundation
John A. Hartford Foundation
Fidelity
Genentech
Kaiser Permanente
Met Life
Microsoft Corp.
MoneyGram
New York Life Foundation
NARF (National Active and Retired Federal Employees)
PG&E Corp.
Pfizer
Rite Aid
Rose Community Foundation
Southwest Airlines Co.
Texas Roadhouse
Walmart
Starbucks
Target
US Chamber of Commerce
Western Union
Attachment B
Spokesperson List/Status
4
Individual
David Satcher
Government
Feasibility/
Reachability
High
Tom Daschle
Government
High
Provides diversity, clinician
view
Great for DC audience
Trent Lott
Government
High
Great for DC audience
George
Bill Frist
Government
High
Great for DC audience
George
John Engler (former Michigan
governor, president of Business
Roundtable)
Michael Bloomberg
Government
Unclear on his Alz
connection/interest
George
Government
Low
Good add as ex-mayor
Antonio Villaraigosa (former Los
Angeles Mayor)
Marty Walsh (Boston Mayor)
Government
Low
Good add as ex-mayor
Government
Katie
Muriel Bowser (DC Mayor)
Government
Sandy
Ed Lee (San Francisco Mayor)
Government
Mike & Alex
Rushern Baker IV (Prince George’s
County)
Ike Legget (Montgomery County
Executive)
Government
George
Sent invite—has call into him
Government
Ian
Working with BrightFocus to reach
out—will meet with Ike’s advisor’s
to determine how to best frame the
invitation (trying to both pilot
community and
Santa Clara County Executive
Government
Mike
Bryan Deslog (Leon County (FL)
Commissioner / Asst. Executive of
NACO)
Murial Bowser (Washington DC
Mayor)
Shirley Franklin (former Atlanta Mayor)
Government
Sandy
Government
Sandy
Government
(former)
Media/Entertain
ment
Media/Entertain
ment
Media/Entertain
ment
Media/Entertain
ment
Media/Entertain
ment
Media/Entertain
ment
Business/Other
Alex
Diane Rehm
B Smith/Dan ?
Martha Stewart
Meredith Vieira
Lisa Genova (author, Still Alice)
Julianne Moore
Dick Parsons (former chairman of
Citigroup, former CEO of Time
Warner)
Howard Schultz (CEO of Starbucks)
John Roberts (CEO of CVS Pharmacy)
or Retail CEO
Sector
Comments
Contact
Owner
George
George
High
Medium-high
Low
George
Widely known name,
worked in NYC on Alz
Has been touched by
disease
Sheila Burke will send inviteGeorge has called back
Sheila Burke will send invite—
George has called back
Interested-would like more
information re time commitment—
George has called back and needs
to follow up
Katie
George
High
Status
George will reach out when she is
feeling better
Sent invite via Drew Holzapfel
Katie
Maryl
Comber
David Digby
Was out of country, will follow up
Maybe a connection via
ACT
George/Mary
Sent invite
Most visible from brand
perspective
Alex
Sent invite-spoke to assistant and
Howard has seen documents. No
word yet.
Yes, either president of minute
clinics or CMO will likely serve as
spokesperson
High
Business/Other
Low
Business/Other
Med-High
Olivia
meeting in
late May
5