2003 Conference Session Presentations:
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Thursday,
September 11:
CLEAR 2003 Board Member Training Program
- Role of a Board Member:
Margaret Risk, Margaret Risk
Consultants
- Administrative Rulemaking:
Richard Steinecke, Partner,
Steinecke, Martic, Maciura, Barristers and Solicitors; Carl
Williams, former Executive Director, Ohio Occupational Therapy,
Physical Therapy and Athletic Trainers Board
- Ethics; Mary
Romelfanger,
Director of US Health Services, Sisters of Charity of Nazareth
Pre-Conference
Workshop - Testing
Essentials: Modern Testing Concepts
Presentations
by leading psychometricians will cover current test development
concepts including Job Analysis, Item Writing, Test Development,
Passing Standards, and Score Setting. This will be an overview of
the important steps in developing a defensible examination program.
The session will include time for questions from the audience.
Speakers: Reed
Castle, Director
of Research and Development, Schroeder Measurement Technologies Inc.
Julia
Leahy,
Principal, Professional Certification Services, Chauncey, a Division
of Capstar
Paul
Naylor,
Consultant
Steven S. Nettles,
Vice President,
Research and Development, Applied Measurement Professionals Inc.
11:00 a.m. - noon
Orientation to CLEAR
This is an opportunity
for all annual meeting attendees to learn more about the structure,
function, mission, and products of CLEAR.
How can CLEAR assist you? Bring your questions and get the answers.
Speakers: David
Monahan,
Assistant Attorney General, Massachusetts
Clare
Delaney,
President, CIEMS
1:00 – 2:00 p.m.
Opening Session – "Pushing the
Boundaries of Leadership"
Opening Address: Bob O’Donnell,
Woodstock Institute for Negotiation
Bob O’Donnell is the
Director and Senior Instructor of the Woodstock Institute for
Negotiation. He is the creator of the
Collaborative WIN Process, a positive and effective means to work
with and lead others. As an international
trainer, he has trained over 7,500 business and government people in
negotiation, collaboration, and leadership in the
United States, Canada, Ireland, Northern Ireland, Ukraine, Central
America, Hong Kong, and Africa.
2:30 – 3:30 p.m.
Public Accountability
Part I – What Does It Mean to Be a Responsible Regulator? Regulators are by virtue
of mandate "keepers" of the public good. In enforcing
rules that relate to public interest, the expectation is that
members are accountable for their individual conduct and behavior.
Increasingly, this same standard is
being applied to organizations entrusted with these roles. As a
regulator, how responsible are you in assuring your
organization’s accountability for meeting its mandate - not just
adequately but to a reasonable level of
quality? Where does transparency of process fit? What about public
reporting of performance - should it be an
expectation in the regulatory world, and to what extent? This
session will explore current trends in organizational
accountability and challenge regulators to examine their
responsibilities and opportunities to lead the way and
possibly serve as role models of the very behaviors expected of
members.
Speakers:
Anne
Coghlan, Executive Director, College of Nurses of Ontario
Jan Robinson,
Registrar, College of Physiotherapists of Ontario
Accountability and
Effectiveness: Maintaining Security at Test Centers
How can test sponsors
ensure accountability to and effectiveness of the policies and
procedures developed for administration of
examinations at test centers? Topics will include developing
policies and procedures for test centers, technology
available to support these policies and procedures, and processes
for the test sponsor to verify that tests are
administered in a secure manner.
Speakers: Barbara
Halsey, CBT Quality Director, Chauncey, a Division of Capstar
Don Wagner, Vice
President, Business Development, Pearson VUE
Cynthia Miller
Murphy,
Executive Director, Oncology Nursing Certification Corporation
Paper or Plastic: What
Choice Have You Made to Process a Case?
Are you still using
paper files, or have you switched to computer disks? Explore how one
agency processes cases in an electronic arena,
using technological advances to vastly improve on efficiency,
dissemination of information, customer service, and
compliance with timelines mandated by statute, while realizing
substantial cost-savings. Follow the path of a
case: the electronic submission of the Investigative Report by
staff, the scanning of the Enforcement File
prior to the disciplinary proceeding, the entire Record File on
compact disk for full Board consideration via
individual monitors, and the publication of all Case Decisions on
the Agency’s website.
Speakers: Bonnie Rhea
Adams, Assistant Director Enforcement Division, Virginia Department
of Professional and
Occupational Regulation
James Guffey, Deputy
Director for Enforcement, Virginia Department of Professional and
Occupational Regulation
Health Issues Roundtable
This session will focus
on healthcare workforce shortages and the implications for public
protection. Participants will be
invited to discuss ideas related to workforce planning, expanding
scopes of practice, liability issues, and overall
implications for public protection.
Discussants: Dean
Benard,
Investigator, College of Nurses of Ontario
Kristin
Hellquist,
Associate Director of Policy and External Relations, National
Council of State Boards of Nursing
4:00 – 5:00 p.m.
Public Accountability
Part II – Best Practices
This session will focus
on best practices in defining what it means to be a responsible
regulator. From a state perspective, an
occupational licensing model adopted in the state of Texas will be
presented including the criteria by which a sunset
commission judges whether occupational licensing standards are met.
ISO/IEC 17024 is the first international
standard dealing with the general requirements for organizations
involved in certifying individuals. It has been
agreed to by 143 countries. ISO/IEC 17024 focuses on management
systems and continuous quality improvement. The
presentation will describe the content and application of ISO/IEC
17024 as a basis for accrediting by
using an "on-site" audit for accreditation purposes.
Speakers: Jim
Zukowski,
Division Director, Texas Professional Licensing & Certification,
Department of Health
Roy Swift, Program
Director, Personnel Certifier Accreditation Program, American
National Standards
Institute
Michael
Rosenfeld,
Principal Research Scientist, Educational Testing Service Inc.
Stefan
Janhager, Senior
Program Officer, Environmental Management Systems, Standards Council of
Canada
Practice Makes Perfect
– Or Does It?
Should a practice or
self-assessment examination be offered by the sponsor of a licensure
examination program? If no, are there ethical
or conflict of interest issues if a sponsor of a licensure
examination program were to offer such a
service? If yes, what does the research say about the impact of
taking a practice or self-assessment examination? Or getting
score feedback? What do candidates say? In addition, a brief pre-
and post-test on facts and
beliefs about practice and self-assessment examinations will be
administered and scored at the session.
Speakers: Terry
Kowalski, National Director of Certification Programs-Business
Development, Promissor
Steven S.
Nettles, Vice
President, Research and Development, Applied Measurement
Professionals Inc.
William J.
Hatherill,
CEO, Federation of State Boards of Physical Therapy
Paul
King, Vice
President for Programs, Professional Examination Service
Moderator's
Opening Comments
Opinions on Practice Tests
Questionnaire and Results
Morale: Who Is Taking
Care of Your Investigators?
No matter the outcome of
a case – someone is upset with the investigator. What must
managers, Board Members, and
investigators do to decrease stress, stay motivated, and maintain
the quality of the investigation?
Speaker: Faye
Lemon,
Director of Enforcement, Virginia Department of Health Professions
Autonomous Boards
Roundtable – Consolidating to Save Money
This session will be a
venue for discussing ways for boards to retain autonomy while
consolidating certain functions. As an example, the State
of Missouri will provide you their success story of how autonomous
boards combined staff,
equipment, skills, and money with administration to achieve outcomes
of improved service, shared talents, and
dollars saved . . . but not without some challenges along the way.
Speaker: Jerry
Griffin, Chairman, Missouri State
Board of Embalmers and Funeral Directors
Friday, September 12
7:30 – 8:30 a.m.
It Could Happen To You
(Bizarre Incidents in Testing)
This session will be
light-hearted but address some of the extreme occurrences in
testing. Examples will include cheating,
security breaches, strange requests or incidents, stories, candidate
letters, etc. It will range from candidates to
proctors to customer service. The panel solicited stories and
examples from other vendors and regulatory boards.
They will present these to attendees. The panelists and participants
will be asked to react to the incidents
and responses.
Speakers: Tadas
Dabsys, Vice President, PSI Examination Services
Rina Sjolund, Assistant
Vice President, ACT
Lynn Webb, Assessment
Consultant
Session handout
Regulating/De-Regulating
and Changing Scopes of Practice in the Health Professions- Is It a
Question of Why or Why Not?
There are competing
interests at play when determining whether to regulate a new health
profession, de-regulate an existing health
profession, or expand the scope of practice of a health profession.
Decision-makers, usually government, must balance
the "public interest" with the aspirations of the affected
professions. For the past decade in Ontario,
an independent advisory body has conducted a careful review of
established criteria in order to make
recommendations to the government on questions of regulation,
de-regulation, and expanded scopes of practice for
health professions. Panel members will examine the criteria used in
Ontario; review best practices in various
Canadian, American, and international jurisdictions; and discuss how
decision-makers manage competing
interests when deciding questions of regulation/de-regulation and
expansions of scopes of practice. The session
will include a review of some of the trends/emerging issues in this
area.
Speakers: Rob
Alder,
Chair, Health Professions Regulatory Advisory Council
Bob
Morton,
Vice-Chair, Health Professions Regulatory Advisory Council
Sharon
Saberton,
Registrar, College of Medical Radiation Technologists of Ontario
Jo-Ann P. Willson,
Registrar, College of Chiropractors of Ontario
8:30 – 10:00 a.m.
"Pushing the
Boundaries of Regulation Through Public Policy"
Keynote address:
Bob
Holsworth is Professor of Political Science and Public
Administration and Director of the Center for Public
Policy at Virginia Commonwealth University. He was recently
appointed Director of the School of Government
& Public Affairs. He teaches courses in Virginia Politics,
American Politics, and Political Theory. He has
written four books and numerous articles about American politics and
culture. Frances Picherack is a
policy advisor and management consultant specializing in governance,
strategy design, policy
development, and management processes for organizations. She has
developed a substantial niche in the policies,
laws, regulations, regulatory mechanisms, and programs in
contemporary professions regulation in Ontario,
Alberta, and British Columbia. She has presented at a variety of
professional conferences and authored
many papers and reports for clients and publication.
10:30 – noon
National Security –
Regulation and Emergency Preparedness
The US Homeland Security
Department was founded to protect the health and safety of the
public, prevent and detect illegal or
unauthorized use of privilege, prepare for any attack, and organize
the efforts of government to respond. Sounds a lot
like regulation, doesn’t it? Current world events lead us to
believe that it is not a matter of if, but when, the
next attack will occur. With greater cooperation between agencies
and more sharing of information, governments
can reduce the impact of terrorist threats through education about
public safety, early detection, and
organized response. What are government agencies doing now to
cooperate and address this issue? Regulators
already know the capacities of our licensed health care facilities
and the skills of health care providers who are
essential to an emergency response. Beyond health care, we regulate
other industries like trucking, shipping,
air transport, and even contracting and food services. We hold a
wealth of information about licensed
individuals and businesses that could help in the event of an
emergency. Could the Homeland Security Department use
our established infrastructure and resources? What can you do to
help, and what’s in it for you in terms of
funding for new initiatives? A panel of experts will explore these
issues and offer suggestions to help your agency. Due
to the recent SARS outbreak in Toronto, this session will include
lessons learned and regulatory
issues dealing with and preparing for the SARS emergency. Come to
hear real experiences and how this recent
emergency was handled in Toronto.
Speakers: Anne
Coghlan,
Executive Director, College of Nurses of Ontario
Amy
Jones, Division
Director, Florida Department of Health, Division of Medical Quality
Assurance
Judy
Powell, President,
American Association of State Counseling Boards and Chair, Texas
State Board of Examiners
of Licensed Professional Counselors
James
Young, Assistant
Deputy Minister, Public Safety Division, Ontario Ministry of Public Safety &
Security
Defending Your Licensing
Examination Program
This session will
provide information about how to ensure that a testing program used
for licensing can withstand legal challenge. Topics
will include the steps required to develop a legally defensible
program and how these steps relate to
one another, what data should be routinely collected to help defend
the program, and how to ensure that program
documentation is adequate to defend the program if it is challenged.
Speakers: Deborah
Worrad,
Registrar, College of Massage Therapists of Ontario
Robert C. Shaw, Program
Director, Applied Measurement Professionals
Ron Rodgers,
President, CTS/Employment Research & Development Institute
Getting It Right the
First Time: Applying Research to Reduce Recidivism
Stopping the revolving
door. Regulatory boards and agencies increasingly use prior
discipline actions to influence current board
actions. This session will look at research to evaluate whether past
performance is a predictor of future
behavior.
Speakers: Karen
McGovern, Manager, Hearings, College of Nurses of Ontario
Vickie Sheets, Director
of Practice, National Council of State Boards of Nursing
Investigator Roundtable:
Case Studies
Whether we are seasoned
veterans supervising and training others or just beginning in
regulatory enforcement, there are certain types
of cases that we will all encounter during the course of our
careers. This session will examine these and focus
on both general and specific aspects to explore "best case
scenarios." Members of the Professional Discipline
Subcommittee will present case studies for discussion.
Speakers: Claudia
Skolnik, Manager, Investigations & Resolutions, Ontario College
of Pharmacists
Betty Smelser, Senior
Investigator, Oklahoma Board of Nursing
Linda Volz, Program
Administrator, Colorado Department of Regulatory Agencies
Scotty Lewis, Director
of Investigations, Tennessee Department of Commerce and
Insurance, Division of
Regulatory Boards
1:30 – 3:00 p.m.
Should Regulators Be
Policy Makers?– An International Perspective
When it comes to
crafting new legislation or legislative changes, regulators can play
a role in shaping legislation that ultimately impacts
regulation. Panel members representing American states and Canadian
provinces will share their
experiences in how they can be either proactive or reactive to
legislators’ needs.
Speakers: Peter
Alexander, Policy Analyst, Ontario College of Teachers
André Gariépy,
Director-General, Conseil Interprofessionel du Québec
Kathy Apple, Executive
Director, National Council of State Boards of Nursing
James Carr, Senior
Assistant Attorney General, Colorado Department of Regulatory
Affairs
Technology, Service and
Delivery
"Point and Click
– Using the Internet to Enhance Your Testing Program" The
Internet is everywhere in our daily lives. It’s time
web-based tools are incorporated into testing and
certification/licensure programs. This session will explore
some of the best practices being used in communication, scheduling,
data management, and reporting.
"Innovative Uses of Technology in Testing" Technological
developments continue to increase the testing alternatives
available to regulatory bodies. Greater accessibility to the
Internet and advances in Internet security have
made it possible to conduct many test development activities online.
Reliable technologies for automated scoring of
narrative answers are emerging rapidly. Better graphics and other
advances encourage the use of
innovative item types. Secure Internet test delivery has enabled
customization of exams for local delivery where
regulation differs across provincial/state lines. Possibilities and
pitfalls presented by these technological
advances will be discussed.
Speakers: Steve
Greenfield, Product Services Manager, NCS Pearson
Dan
Luk, Chief
Technology Officer, Capstar
Mike Dawe, Director,
e-Strategy and Learning, City & Guilds, United Kingdom
Shifting Standards of
Proof: What’s Your Burden?
Determining a standard
of proof is an essential part of a case. Starting with the intake,
through the investigation, and into final
adjudication, this session will focus on looking at how a lack of
understanding of the burden of proof can influence
outcomes.
Speakers: Amigo
Wade (Handout),
Senior Attorney, Division of Legislative Services, Virginia
Linda Volz (Case
Study 1 and Case
Study 2), Program
Administrator, Colorado Department of Regulatory Agencies,
Division of
Registrations
Trade Agreements
Roundtable: NAFTA and Beyond: Implications for Regulation
This roundtable session
will explore the framework and continuing developments with
professional mobility under NAFTA. Future
implications for higher education accreditation, entry to practice
requirements, and immigration will be
raised for discussion by participants. A brief review of other trade
initiatives to watch will also be provided.
Speaker: Jim
McIlroy,
Attorney, McIlroy & McIlroy
3:30 - 5:00 p.m.
Licensure of
Internationally-Trained Professionals Part I
Labor mobility presents
a number of challenges for professional regulatory bodies,
governments, and internationally-educated professionals.
Regulators are under increasing pressure to ensure that licensure
policies and processes support access
to the profession while maintaining standards that are in the public
interest. How do we ensure that
international applicants are competent to practice safely in a new
jurisdiction? Are current assessment processes
fair, consistent, and transparent? This session will explore the
issues faced by regulators in responding to
requests for licensure from internationally-educated applicants.
Strategies will be presented which have been
developed through the collaborative efforts of governments,
regulatory bodies, employers, community groups, and
educational institutions to address the unique needs of these
applicants for professional licensure.
Speakers: Shamira
Madhany, Manager, Access to Professions and Trades Unit, Ontario
Ministry of Training, Colleges and
Universities
Edwina
McGroddy,
Associate Registrar – Policy Analysis, Institute of Chartered
Accountants of Ontario
Dawn Sheppard, Manager,
CARE for Nurses Project
Christyna
Schillemore,
Manager, Registration Programs, Ontario College of Pharmacists
Research-Based Policy
This session will
present information to policymakers regarding research that should
be conducted to support agencies’ licensing
decisions. Research can shape licensing boards’ decision-making in
such diverse areas as refining scopes of
practice; establishing/revising the initial and ongoing education,
experience, and education requirements for
credentials; determining appropriate sanctions for malpractice; and
validating the public protection value of credentials.
Research can assist in shaping educational, experiential, and
licensing requirements through practice
analysis, exam statistics, and studies of the profession; and
provide perspectives of candidate and licensee populations
and their working environment. Research can be designed to erase
misconceptions and evaluate the
efficacy of multiple types of examinations (e.g., MCQ, practical,
essay, etc.). Research results can defuse
concerns about the appropriateness of the passing rates and assist
agencies in understanding the relationship between
examinations and candidates regarding education and experiential
preparedness.
Speakers:
Sandra
Greenberg, Vice
President for Research & Development and Public Service,
Professional Examination Service
Randy
Lindner, Executive
Director, National Examiners of Long Term Care Administration
Finding the Balance
Between Expediency and Justice
Investigators and boards
are pushed to quickly process a complaint and reach a decision. But
if a case is done too fast, you miss
something; if delayed, you may lose something. This session will
focus on getting it right without compromising
justice on either side.
Speakers: David Work,
Executive Director, North Carolina Board of Pharmacy
Bernard
LeBlanc,
Attorney at Law, Steinecke Maciura LeBlanc, Barristers &
Solicitors
Budd
Hetrick, Deputy
Bureau Chief, Idaho Bureau of Occupational Licensing
Creating a Leadership
Vision: Roundtable with Bob O’Donnell
This session will
discuss one of the essential acts of pushing the boundaries of
leadership: the creation and sharing of a
"Leadership Vision." Participants will be exposed to
sample "Visions" and will be taken through the sequential steps of
creating their own "Leadership Vision."
Speaker: Bob O’Donnell,
Director and Senior Instructor, Woodstock Institute for Negotiation
Saturday, September 13
7:30 – 8:30 a.m.
Canada: Regulatory
Models Explained
Attendees will learn
about the differing regulatory models in Alberta, Ontario, and
Québec. This early-bird session will allow those present
to pose questions and become better informed about regulatory
practices across Canada.
Speakers: Georgeann
Wilkin, Director of Health Professions, Health Workforce Division,
Ministry of Health and Wellness,
Alberta
Peter Osborne, Lawyer,
Lenczner Slaght Royce Smith and Griffin
André Gariépy,
Director-General, Conseil Interprofessionel du Québec
Cultural Diversity and
the Delivery of High-Stakes Examinations
As examination candidate
populations become more culturally diverse, issues related to
examination administration, candidate
identification, credentials assessment, and testing accommodations
become more complicated. This panel reviews
recent developments and discusses alternate program policies.
Speakers:
Tony Zara,
Vice President, Professional Licensing and Certification, Pearson
VUE
Casey Marks, Director of
Testing Services, National Council of State Boards of Nursing
Reed A. Castle,
Director
of Research and Development, Schroeder Measurement Technologies Inc.
8:30 – 10:00 a.m.
Licensure of
Internationally-Trained Professionals Part II
This session deals with
issues related to licensure of internationally-trained professionals
with a global view. Migration of the
workforce between countries presents challenges nationally and
internationally. What global concerns should we have
in addressing the needs in one country? What is the perspective of
some stakeholders (regulators, businesses,
international NGOs)? What are the conceptual frameworks that allow
us to see outside the box about this
issue? As an example, the conceptual framework of the World Health
Organization on the global healthcare labor
force will be presented.
Speaker: Carolyn
Moore,
Executive Director, College of Registered Nurses of Nova Scotia
Re-credentialing: Two
Case Studies
This session will
present the experiences of two re-credentialing/continuing
competency programs. Details will be provided on program
history, program progression, and describing the trends and results.
The challenges associated with
remediation will be addressed.
Speakers: Anthony Marini,
Pyschometrician, University of Calgary
Patricia Diraimo, Chair,
Diabetes Educator, Canadian Diabetes Educators Certification
Board
Justice vs. Mercy:
Punishment, Remediation, or Education
Is punishment a Board’s
role? Do we protect the public if a licensee is not removed from
practice? What are the real perceptions of
public protection? This interactive session will discuss the
philosophical relationship between justice and
mercy.
Speakers: Jim Wilson,
Attorney-at-Law
Janice McRorie, Chair,
North Carolina Board of Nursing
Shannon McCorquodale,
Retired Regulator
10:30 – 11:30 a.m.
Licensing and
Educational Partnerships: Virginia Experiences
The Virginia
Professional Licensing Education Task Force is a cooperative effort
to coordinate educational programs and licensing
requirements for regulated professions in the Commonwealth. Goals
include increasing communication between
those designing Virginia’s education programs and those
responsible for establishing licensing requirements;
creating partnerships to increase efficiency and service through the
coordination, development, and
operation of education, licensing, and testing programs; and
ensuring that state education and licensing
requirements are coordinated to maximize the opportunities for
licensure to the public. These partnerships have been
responsible for the implementation of programs such as the Basic
Contractor Licensing Class. The Department of
Professional and Occupational Regulation and the Board of
Contractors in partnership with the Virginia
Community College System created a one-day class for licensed
contractors. Goals of the course are to educate
respondents in disciplinary cases to avoid future regulatory and
statutory violations and to protect the safety,
health, and welfare of the public. The class is also available to
members of the public who are interested in
pursuing apprenticeships, training, and licensing in the field.
Speakers:
Louise
Ware,
Director, Virginia Department of Professional and Occupational
Regulation
Sharon
Sweet, Director,
Office of Education and Examinations, Virginia Department of Professional and
Occupational Regulation
Bill
Mercer, Director,
Institute for Building Technologies, Virginia Community College
System
Are There Boundaries in
Testing? Responding to Your Practical Questions
We have pushed the
boundaries of testing during the last few days through many
interesting and informative sessions. But, how far
can we push the boundaries and still have a defensible testing
program? We know that all your practical questions
about testing have not been answered. The purpose of the session is
to respond to specific questions posed by CLEAR
conference attendees. A list of potential questions with space for
you to write in more questions is
included in your registration packet. To be sure to get your
question answered, turn your sheet in to the CLEAR
registration desk by Friday 5:00 PM. A panel of experts will respond
to these practical questions.
Speakers: Yves Lafortune,
Director, Assessment Strategies Inc.
Fae Mellichamp, Senior
Psychometrician, Professional Testing Inc.
Lynn C. Webb, Testing
Consultant
When Is the Licensee a
Private Citizen?
Moral turpitude! Good
moral character! - terms often evaluated for entry into the
profession. Should "bad acts" outside of one’s
professional life affect the ability to maintain a license?
Speakers: David Jacobs,
Shell Jacobs Lawyers
Anthony Diggs,
Director
of Enforcement, Texas Board of Nursing
1:00 – 2:00 p.m.
"Pushing the
Boundaries of Life"
Closing Address:
Jean
Marmoreo is a
family physician and co-founder of Edward Street Medical Associates,
a downtown Toronto clinic. She is a
Lecturer in the Family Practice Department of the University of
Toronto School of Medicine. A specialist
in mid-life medicine, Jean writes a bi-weekly column for The
National Post entitled "The Middle
Ages." Jean is an avid runner and organizer of Jean’s
Marines, a group of Toronto women who run the Marine Corps
Marathon in Washington, DC.