San Mateo
Senior Round Table Agenda
*This agenda is subject to change

8:00 am to 8:30 am –  Arrivals, Networking and Welcome slide*
8:30 am to 8:45 am –  Attendee Introductions - briefly state your name, business name and in one sentence describe your product or service. Annouce job openings and events
8:45 am to 8:50 am –  Host & Speaker Introductions – Announce Raffle Prize
8:50 am to 9:20 am –  Speaker
9:20 am to 9:30 am –  Raffle prize winner
Thanks to host, speaker & attendees
                                    Next meeting announcement and housekeeping items
                                    Reminder for email list sign up
                                    Other events & Announcements ( if time permits)
9:30 am to 10:00 am- Networking & Host Tours
Please don't forget to take leftover marketing materials with you.
 Senior Round Table Hosting Confirmation

Thank you for participating in this great marketing opportunity. I just wanted to send you this confirmation with the date, time, and general meeting logistics. Please read the following and contact me or any of the committee members if you have any questions.
Date- Nov. 13th, 2008
Time- 8:00 a.m. to (aprox.) 10:00 a.m.
    The room should accommodate 50-60 people in a theater style setting. It is optional to set up with a dining room style setting if you have the space.
    A podium or table & a PA system should be available for the speakers if there is a need for additional equipment you will be notified in advance. Please let us know in advance if you do not have these things available.
    If applicable, please provide any signage needed to direct attendees to parking or meeting locations  (also provide advanced notice if there are parking constraints or costs)
-2 to 3 large tables should be set outside of  the room for attendees to sign in, get a name tag and display their brochures and information
-Please provide name tags and pens for attendees, if possible.
-Most hosts will provide Coffee service, other drinks (juice water) as well as a continental breakfast for attendees. Others choose to provide a full breakfast buffet. If you can not provide any breakfast at all, we may be able to arrange for someone to sponsor the breakfast portion. Please give us advanced notice if you will need a sponsor.
-Several hosts have been providing a raffle prize to be drawn for at the end of the meeting. All the business cards and information will go to the host after the raffle. If you can not provide this we may be able to find a sponsor. Prizes have ranged from a worth of $50 to $250, but there is no minimum or maximum worth requirement. Please give us advanced notice if you need a sponsor (if a sponsor provides the raffle prize, the business cards collected from the raffle entry will go to the sponsor of the prize).
-At the beginning of most meetings the host will introduce themselves, their establishment and services as well as any staff that they would like recognized and also inform the attendees of the raffle prize (if the host sponsors that prize) This introduction usually lasts a duration of only for a couple of minutes. Then the host or SRT committee will also introduce the speaker. (optional and all based on time permitting)
-The host should have staff available for questions or tours following the meeting

Please visit the Senior Round Table website at for additional information, including committee contacts. Thank you again for your participation. We look forward to visiting your wonderful establishment.
Welcome Slide
Thanks for coming
Slow networking
Marketing (please take your stuff)
Event Announcements, Calendar*
All free
Different meeting locations
Educational talks
Delia Casama
> Legacy Films and Media, LLC
> 15495 Los Gatos Blvd., Suite 7
> Los Gatos, CA  95063
> Ph. 408-356-3400
> Fx. 408-356-3433
Francine Serafin-Dickson, Hospital Consortium of San Mateo County, 650-573-3957

I am interested in hosting a roundtable at our site in San Mateo.  Versailles
Thank you,
Carrie Newbery
Project Marketing Manager
3727 Buchanan Street, 4th Floor
San Francisco, Ca.  94123
phone (415) 346-7888 ext. 306 cell (925) 382- 2049
I have an interactive presentation, partially based on research, on women (55-75 yo) using technology (or not).  I gave it at Peninsula Volunteers members and it went over really well.  I would adjust it to reflect the Senior Roundtable audience, which for the most part is more technology savvy.  The gist of it is we can really use technology to keep ourselves independent.  Is this something you think would be of interest?
Magnolia Prime ™
"Letting Them Hear Your Voice..."
Magnolia Prime is an Astia client.  You can read more here:
Karen Routt  /  President and Founder  /  /  650.331.0756  /  /

Debbie Appler <> wrote:

I was just introduced to your group by "Ask Barbara" and plan on attending the meeting in Santa Clara tomorrow morning.
I noticed that your provide the opportunity to speak to the groups and I would be delighted to have SCAN on the calendar for a speaking engagement. Scan Health Plan can speak to many topics ranging from the changes in the Health care bill and how it affects Seniors and numerous health related issues caring for Seniors.
Please let me know how I can secure a position in the future with your group.
Debbie Appler
Debbie L. Appler

SCAN Trade Area Representative

1840 Gateway Dr.

Suite 200,

San Mateo, CA 94404

408-370-2287 (telephone)

650-968-0405 (cell)
Possible topics are:
·         The Answer is Never No…..The Ultimate Customer Service Plan
·         Elder Affairs Today…..From the Farm in Kansas to San Francisco…..My perspective and the future
·         The changing senior environment in 2010.    Challenges and Outcomes
·         How in the world do we do this……..Running a small senior/elder affairs company
·         Marketing and Networking for today’s senior services environment.
·         How services and the medical community can work together to serve our market.
·         You’re kidding me……Stories from a former Executive Director in Assisted Living.

Please let me know if you are interested.  Thanks.
Jeffrey Dillon
VP of Business Development
415-987-4005  Phone

Lee Michelson
CEO Sequoia Healthcare District
525 Veterans BLVD, RWC
Santa Clara

I would like to offer and opportunity to host a senior roundtable in 2012. We would be renting a venue, so we are able to accommodate the undesirable “winter” months.

Tina Alexander, Case Manger

National Home Care Services

2880 Zanker Road Ste 203

San Jose, CA 95134

(40-8) 715 1763 direct

We would like to host a Senior Round Table at Amberwood Gardens on our patio,

which means we would like the month of June, July, August or September. We would

like to host a round table at Villa Fontana also, but I would like Amberwood Gardens to host

before Villa Fontana. Will you please inform me of the available months, and we can lock in

Amberwood Gardens please.

Also, if you or the Senior Round Table committee would like to use our social hall at Villa Fontana

for meetings or seminars at no cost please do not hesitate to contact me at (408)253-7502 or cell (408)761-9873.

Tours are available.

Gennisa Colar

Director of Marketing


Ph: (408)253-7502

Fax: (408)252-603


Burton Worrell, Advance Vision Center, 408-947-2020,

Jerome Galli, ESQ. , Kramer Radin, LLP. 650-941-8600


It was nice talking with you this morning. I have contacted Susan Huff, Executive Director of Saratoga Area Senior Coordinating Council and she was in agreement that holding a meeting at the senior center would definitely work and was happy to have us work together to sponsor a meeting. Since you mentioned that we would have to look at 2012, she was open to dates. I am thinking February or March if that works for the SRT calendar.


I look forward to hearing from you regarding the date and what requirements you may have to make this all happen.


Lois Tager

Lois G. Tager. M. Ed., CSA

Director of Geriatric Care Management

Law Office of Roy W. Litherland

3425 S. Bascom Avenue Suite 240

Campbell, CA 95008


408-356-8901 fax

Follow us on: Twitter, LinkedIn and Facebook

I'd be interested in hosting a morning meeting for your Senior Roundtable.

If you would like, I can send you some information about me , my firm, and also a potential presentation that I believe would be of interest.

I'm looking forward to hearing from you.

Best regards,


Paul A. Dines, Financial Advisor | Edward Jones U.S.A.
69 Washington Street| Santa Clara, California 95050
(: 408-984-4729| Fax: 866-532-4716


Please let me know what month this year would be available for Villa Fontana to host the Senior Round Table.

We would really like the summer months or spring. I am aware these months are probably already

taken, but I thought I’d try anyway. Still want to know what is available.

Thank you,

Gennisa Colar

Director of Marketing


Nancy Williamson has sent you a message.

Date: 2/28/2011

Subject: Senior Roundtable

Hi Steve,
I would like to make a suggestion for a speaker at the Senior Roundtable.
Recently, I had Janet Berry speak at the San Jose Senior Commission sub-committee meeting. Janet is a Deputy District Attorney in Santa Clara, and she prosecutes Elder Financial Abuse cases.
Her presentation was great. She discussed some of the most common elder abuse scams, ideas on how seniors can protect themselves, and what those working in the senior services field should be looking for and be aware of when assessing whether an individual is a victim of Elder Financial Abuse.
Janet's goal is try and speak to as many groups of possible and start the discussion surrounding Elder Financial Abuse. Please let me know if this might be of interest to the group.

---- cathy cress <> wrote:

> presentation about working with midlife siblings and aging families .

> I am an author of several books in the field of aging. My new book ,

> Mom Loves You Best, Forgiving and Forgiving Siblings Relationships (

> New Horizon Press) came out October 2010 and the third edition of my

> book Handbook of Geriatric Care Management ( Jones and Bartlett) comes

> out January 2011 . I have done extensive speaking nationally and in

> California and am attaching my short bio .I am speaking to the Santa

> Cruz Roundtable this week.. My web site and blogs are below in

> signatures.

> Thanks so much Cathy Cress MSW

> Watch Cathy's You Tube Channel


> read Cathy new blog

> read Cathy's blog

> Visit Cathy's web site

> Follow me on Twitter

Marketing Cupertino <> wrote:

I hope you and Steve are doing well. I wanted to know if you happen to know any more openings to host a Senior Round Table.

Thank you,

Janice Rivera



We would welcome the opportunity to host a meeting and provide guest speakers regarding ambulance transports and Medical Necessity through out Santa Clara County . Please contact me with questions and scheduling.

Deanna Merritt

American Medical Response

Santa Clara County

Account Executive




Address: 1670 Las Plumas Ave

Suite H

San Jose CA 95133

When you have a free moment I would love to speak with you regarding the CareMore Touch program that I am part of, and about educational topics that I can be a speak about.

Thank you, JEN LIM

Jenelyn C. Lim, MD, FACP

Medical Director

CareMore Touch

Tel: 1-888-357-4188

Fax: 408-503-7651

We would be interested in hosting a meeting and in having one of our Doctors talk either about a health issue or about the CareMore Health Plan business model and what makes it unique in the insurance industry.

Cheri Brown

CareMore | cell: 408.649.0715| fax: 408.228.6052 |

255 N White St . San Jose . California . 95127 | Live More. Laugh More. Care More.

Valerie Smith, LCSW
Social Work Supervisor, APS, Santa Clara County 408-975-4900

Terri Snyder, MA
Speech-Language Pathologist

Valley House Rehab Center- possible meeting location
Lorna Santilan - 408-988-7667

Zeinab S. Donner

Executive Director

Atria Sunnyvale - 578

175 E. Remington Drive

Sunnyvale, CA 94087

408) 738-3410 office

408) 738-5698 fax

My name is Rina Sutaria and I'm the Outside Sales Account Manager at Easter Seals Bay Area where we provide aquatic therapy to seniors and the disabled. I attended the Round Table event at O'Connor Hospital yesterday and was impressed by the group! What a great way to network and learn more about other organizations that offer services for seniors.
I would really love the opportunity to be a guest speaker at one of the Santa Clara County Roundtable events. I know that your venues have all been finalized but I see on the website that you need speakers for some of the meetings.
Please let me know which dates are available. I look forward to attending future meetings and learning more about other organizations.
Rina Sutaria
Outside Sales Account Manager
Easter Seals Bay Area
730 Empey Way San Jose, CA 95128
Tel: (408) 295-0228 x 226
Fax: (408) 275-9858
Westgate Villa/Amberwood Gardens would like to offer our facility for a meeting next year for the Senior Roundtable. Would you be the one to talk to? Regards, Tina Alexander Community Relations Manager

If you ever want me to show a 25 min. documentary I made about a 5 generation family of females from age 8 to 103 (she died at 104), I'd be happy to talk about it as it's inspirational for professionals to see a family of caregivers that love and care for each other and the wisdom they impart to share with our clients.I've shown it to many professional groups, caregiver groups and college classes.Vivian I. Silva, MSW/Gerontologist 408-279-5833 or e mail:

**I was born and raised in San Jose and even graduated from San Jose State. I am a certified Medicare enrollment specialist and have been helping people with their health coverage since 1990. I have 2 professional designations which are Chartered Life Underwriter and Chartered Financial Consultant. The past 2 years have been spent dealing almost exclusively with Medicare programs.
Bret Petrick, CLU, ChFC
1999 S. Bascom Ave., Suite 700 Campbell, CA 95008
408- 358-0084
Fax 408-358-4295

Hi Steve, I am writing to find out if you need speakers for the round table. Here at Idylwood care Center, Sunnyvale, we have been developing a horticulture and culinary program along with an organic garden, as a part of a cultural change emphasis in our facility. Next month the program will be getting national attention when the publisher ActionPact brings out a new publication about our program.
Franco Diamond, our administrator would be happy to speak at the round table. Please call me on 408-739-2383 if you would like to arrange me to arrange this. I think the round table group would find his talk very stimulating and interesting.
Thanks, Pauline Wakeham, LCSW