Stephen Campbell

Policy Research Associate


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© PHI 2017


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Stephen Campbell is a Policy Research Associate at PHI. In this capacity, he contributes research, analysis, and writing on issues affecting the direct care workforce with the goal of impacting state and national policy. Stephen tracks direct care workforce wages, employment, and job quality indicators at the local, state, and national levels. He also researches workforce training standards, matching service registries, and other policy trends in all 50 states. Stephen serves as a workforce policy expert at the Community Living Policy Center at the University of California, San Francisco. He is also the staff representative on the PHI Board of Directors.


Stephen provided research and analysis for two reports on the impact of poor job quality in the direct care field: Paying the Price: How Poverty Wages Undermine Home Care in America and Raise the Floor: Quality Nursing Home Care Depends on Quality Jobs. He also recently completed qualitative case studies (to be released in 2017) on how stakeholders reached consensus to create statewide personal care aide training standards in Washington, Arizona, and Iowa.


Prior to joining PHI, Stephen accrued two years of policy experience in Washington, DC, where he managed grassroots programs and state government affairs for an organization representing people with kidney failure. Stephen graduated from the University of California Berkeley with a B.A. in Political Science and Chinese. He will also complete a Master of Public Administration from Baruch College in June 2018.

Aging and Long-Term Care Policy, Demographics and Projections, Health Coverage, Medicare and Medicaid, Wages and Benefits, Workforce Training



New York Policy Manager


Allison Cook is the New York Policy Manager at PHI. Her work focuses on New York policy issues affecting direct care workers, including Medicaid, public benefits, training, career advancement, and workforce development. She is the co-author of A Public Advocate for New York’s Home Care Workforce and Five Steps to Implementing the New Home Care Rule. Allison has advanced PHI priorities through written comments on CMS and New York State long-term care regulations. She also regularly contributes to the PHI policy blog.


In addition to her work at PHI, Allison is the president of Emerging Aging, a networking group for emerging professionals in the field of aging. She has also conducted background research for a book on family caregiving and has worked as a research consultant for the Senior Care Team at


Previously, Allison worked at the Medicare Rights Center as an Education Associate, managing a peer education program, creating educational materials and trainings, counseling Medicare enrollees, and working on New York policy. She also worked as a home health aide while in college, which gives her unique insight to the issues PHI addresses. Allison has a Master of Public Health with a focus on aging and policy from Brown University.

Aging and Long-Term Care Policy, Advanced Roles, Innovations / Technology, Managed Care, Medicare and Medicaid, New York Long-Term Care System

MariaElena Del Valle

Organizational Change Consultant


MariaElena Del Valle works with executive teams, in-house trainers, and cross-functional teams to implement the PHI Coaching Approach® throughout organizations. She also conducts a range of other trainings and workshops, as needed, to create a respectful and person-centered living and work environment. Most recently, MariaElena has worked closely with PHI’s New York affiliates, teaching and developing PHI Coaching Supervision skills at Cooperative Home Care Associates, the largest worker-owned home care company in the United States, and Independence Care System, a managed long-term care program that coordinates care for 1400 people with disabilities living in their homes.


As a highly respected bilingual workshop leader and speaker, MariaElena has facilitated women’s empowerment events throughout the U.S. and internationally. She most recently designed and delivered a multimedia opening plenary session at the Lillian and James Portman Conference in Livonia, Michigan, and was a featured workshop leader and facilitator at the “Spotlighting the Direct Care Workforce” conference, sponsored by Care for Elders, in Houston, Texas.


Prior to joining PHI, MariaElena worked as a Senior Consultant for the Support Center for Nonprofit Management. Her career has spanned teaching, social work, and independent organizational development consulting. She received her B.A. at College of Mt. Saint Vincent.

Home and Community-Based Care, Managed Care, Management and Supervision, New York Long-Term Care System, Recruitment and Retention, Workforce Training

Cean C. Eppelheimer

Organizational Change Consultant


Cean Eppelheimer is an Organizational Change Consultant at PHI. Throughout her two-decade career in long-term care, she has focused on person-centered culture transformation. Working with long-term care organizations throughout the Midwest, she has supported implementation of the PHI Coaching Approach® and person-centered practices to transform workplace cultures and improve the quality of care.


Cean led the development of PHI’s Training to Prevent Adult Abuse and Neglect (TPAAN), an evidence-based curriculum that teaches participants the skills needed to prevent abuse. In addition, she co-authored the interactive PHI Person-Directed Living curriculum, and played a key leadership role in One Vision, a statewide effort to introduce culture change in Michigan’s long-term care organizations. She continues to be involved in state-wide culture change initiatives. Cean is a frequent national speaker on topics related to elder abuse prevention, person-directed living, and organizational culture change.


Before coming to PHI, Cean served as Vice President of Culture Transformation at Trinity Senior Living Communities (TSLC), where she led the culture change initiative for this large, multi-state/multi-facility organization, and developed the TSLC Sanctuary model of care. She is a Certified Eden Associate and Eden Mentor. She received her B.S. from Michigan State University, and also attended the Michigan State University Graduate School of Management, where she completed coursework toward receiving a nursing home administration license.

Elder Abuse and Neglect, Household Models, Management and Supervision, Nursing Homes, Person-Centered Care, Recruitment and Retention

Robert Espinoza

Vice President of Policy


Robert Espinoza is the Vice President of Policy at PHI, where he oversees its national policy, research, and communications activities. In 2015, he was appointed by the Centers for Medicare and Medicaid Services to its Advisory Panel on Outreach and Education, as well as by the National Academies of Sciences, Engineering, and Medicine to the Institute of Medicine's Forum on Aging, Disability and Independence. A regular contributor to The Huffington Post, Robert’s writing has also appeared in Politico, Tikkun Magazine, Aging Today, Generations, and Public Policy & Aging Report, among others. He has spoken at conferences around the world.


Robert has been a national policy expert, communications strategist, and writer for 20 years. Prior to PHI, he served as the Senior Director for Public Policy and Communications at SAGE, the country’s premier organization for lesbian, gay, bisexual, and transgender (LGBT) older people, where he established and steered SAGE's national advocacy program—achieving historic policy wins and numerous distinctions, while authoring seminal policy reports on topics such as health equity, racial disparities, and housing security. In 2014, he wrote Out and Visible, a research report on the largest, most comprehensive study examining the experiences and attitudes of LGBT older people. From 2006-2010, he was the Director of Research and Communications for Funders for LGBTQ Issues, a philanthropic affinity group representing national and international LGBTQ grantmakers.


Robert received his Master of Public Administration, with honors, from New York University, and his bachelor’s degrees in English and Journalism from the University of Colorado at Boulder, where he graduated summa cum laude.

Aging and Long-Term Care Policy, Demographics and Projections, Disparities, Federal Policy, Home and Community-Based Services, Medicare and Medicaid, Person-Centered Care


Sara Joffe

Senior Advisor


Sara Joffe is Senior Advisor at PHI. In this role, she provides coaching, leadership development, and team building at PHI and among its affiliated agencies, including Independence Care System, Cooperative Home Care Associates, and Home Care Associates of Philadelphia. Most recently, Sara led Care Connections, a program that piloted an advanced aide role as part of the interdisciplinary teams at Independence Care System. Sara also provides training and organizational development support to select health care systems in New York City.


For nearly 10 years, Sara led PHI’s training and organizational development team. In that role, she served as director of the PHI Center for Coaching Supervision and Leadership, served as the primary author of the PHI Coaching Supervision® curriculum, and assisted numerous nursing homes and home care agencies in implementing person-centered cultures.


Sara is a nationally recognized expert, with 30 years of experience in organizational development, leadership development, organizational communication, and building diverse and culturally competent workplaces. Prior to coming to PHI, Sara served for three years as Director of Education and Workforce Development at Home Care Associates, where she helped grow and expand the direct care worker training programs and first developed the coaching approach to supervision. Sara earned her B.A. from the University of Cape Town in South Africa, and her M.Ed. from Temple University. She is also a Certified Professional Associate of the Gestalt International Study Center.

Advanced Roles, Home and Community-Based Services, Innovations / Technology, Managed Care, Management and Supervision, New York Long-Term Care System, Workforce Training

Renya Larson, PCC

Organizational Change Consultant


Renya is a PHI Organizational Change Consultant. She has worked in the field of organizational change for 15 years and brings particular expertise in areas such as executive coaching, PHI’s Coaching Approach to Supervision®, adult learner-centered curriculum development, training of trainers, and customer service.


As lead consultant to Isabella Geriatric Center, Renya helped the organization train over 1200 staff, developed the internal cadre of coaching trainers, and provided technical assistance and executive coaching. Renya also helped develop the PHI home health aide certification and PHI Coaching Supervision® curricula. She presents regularly at national and local conferences and is the author of numerous articles about aging, culture change, and workplace communication.


Before coming to PHI, Renya served as an Education Manager for the Department of Training and Organizational Development at what was formerly Continuum Health Partners in New York City, where she focused on enhancing customer service at all five of Continuum’s hospitals. She is also the former Associate Director of the National Center for Creative Aging, a non-profit dedicated to raising awareness about the vital link between creative expression and the quality of life of older people. Renya holds a B.A. from Brown University, and an M.A. from New York University. She is also a Professional Certified Coach (PCC) through the International Coach Federation (ICF).

Management and Supervision, Nursing Homes, Home and Community-Based Services, Recruitment and Retention, Workforce Training

Susan R. Misiorski

Vice President of Workforce Innovations


Susan Misiorski is the Vice President of Workforce Innovations for PHI. In her role, Susan leads a team of trainers and consultants who coach long-term care providers to improve the living and working experience of elders, individuals with disabilities, and workers. In her tenure at PHI, Susan has worked with a wide range of clients in the for-profit and not-for-profit sectors. She has also provided technical assistance to states through the national Better Jobs Better Care demonstration project, and through working directly with state agencies to support fundamental change in long-term care organizations.


Susan has been a leader in the Pioneer Network, a national organization whose sole purpose is to serve the culture change movement, since its inception in 1997. She regularly publishes on issues of importance to long-term care providers, with articles appearing in McKnight’s Long-Term Care, Long-Term Living, and Generations, as well as the recent collection Models and Pathways for Person-Centered Elder Care (Health Professions Press, 2014). Susan is a national speaker on topics related to long-term care culture change, and participated in the CMS satellite broadcast titled Innovations in Quality of Life (DATE).


Prior to coming to PHI, Susan served as director of nursing for Genesis Health Care and then as vice president of nursing for Apple Health Care, Inc. where she spearheaded a corporate-wide culture change initiative. Susan received her B.S. in Nursing from the University of Connecticut.

Advanced Roles, Elder Abuse and Neglect, Home and Community-Based Services, Management and Supervision, Nursing Homes, Person-Centered Care, Recruitment and Retention

Anna Ortigara

Organizational Change Consultant


As an Organizational Change Consultant, Anna Ortigara supports long-term care providers to create cultures that embrace quality of care, quality of life, and quality of jobs. Anna brings particular expertise in the areas of dementia care, nursing supervision, and implementing small house models. She recently worked with Scottish Home in North Riverside, Illinois, to support the development of small households for people living with dementia.


Anna frequently appears at national and international conferences, speaking about culture change, dementia, and other long-term care issues. She has also published numerous articles, including most recently in Generations and in the collection of essays, Models and Pathways for Person-Centered Elder Care (Health Professions Press, 2013). Anna is a Fellow of the American Academy of Nursing, and the primary author of LEAP for the 21st Century LTC Workforce. In 2014, Anna was named a “Leader of Tomorrow” by Long-Term Living magazine.


Anna has worked in the fields of gerontology and long-term care for more than three decades. Prior to joining PHI, she spent six years at The Green House Project, where she worked closely with PHI to adapt the PHI Coaching Approach® to fit The Green House Project model.  She has also served as Vice President of Culture Change at Leading Age Illinois, Director of Residential Care Services for the Rush Alzheimer’s Disease Center in Chicago, and Associate Director of Long Term Care Accreditation at the Joint Commission. Anna received her M.S. in Nursing at Northern Illinois University.

Household Models, Management and Supervision, Nursing Homes, Person-Centered Care

Peggy Powell

Senior Advisor


Peggy Powell is Senior Advisor at PHI. In that capacity, she leads PHI’s work to strengthen the direct care workforce through developing innovative approaches to recruitment, training, and career advancement. She also works with PHI’s policy
team to advocate for effective public policies that support workforce development in long-term care.


Peggy has been a part of PHI since its founding, and brings a wealth of organizational planning and training expertise to her current position. She has worked with organizations of all sizes to help structure programs to meet immediate and long-term needs, including: train-the-trainer programs, executive coaching, recruitment and retention strategies, and peer mentoring initiatives. She also co-authored numerous PHI curricula and training tools, including Providing Personal Care Services to Elders and People with Disabilities: A Model Curriculum for Direct-Care Workers, Peer
Mentor Training for Direct Care Workers in Home and Residential Care, Successfully Employing Your Personal Assistants: A Workshop Series for People with Disabilities, and Adult Learner-Centered Training: An Introduction for Educators in Home and Residential Care.


Peggy is nationally recognized for her expertise in adult learner-centered training and developing effective education programs for learners who face multiple barriers to success. Prior to joining PHI, Peggy served in multiple roles related to developing training and employment programs for low-income New Yorkers. Peggy earned her B.A. from the City College of New York, and completed graduate work at Fordham University.

Advanced Roles, Disparities, Home and Community-Based Services, New York Long-Term Care System, Recruitment and Retention, Workforce Policy, Workforce Training

Kezia Scales, PhD

Director of Policy Research


As the Director of Policy Research, Kezia Scales oversees PHI's national research strategies to effectively study the direct care workforce and its relationship to long-term care, providing an evidence base to inform public policies on this critical workforce. Kezia also currently serves on the Leadership Council of the National Consumer Voice for Quality Long-Term Care.


For nearly a decade, Kezia has conducted interdisciplinary research on person-centered, high-quality, long-term care with a focus on direct care workers. In much of her research, Kezia has used qualitative methods, including participant observation, to generate insight into the complex interplay between policy and practice at the frontlines of care. Kezia’s research has examined long-term care services across institutional and community-based settings in both the United States and England. She has been published in a range of academic journals, including the Sociology of Health and Illness, Ageing and Society, Social Science and Medicine, and the Journal of Interprofessional Care, and she has also disseminated research findings nationally and internationally through conferences, webinars, and other teaching and training opportunities.


Kezia holds a PhD in Sociology from the University of Nottingham and an MSc in Comparative Social Policy from the University of Oxford (England). She obtained her BA in Sociology from Queen’s University in Canada. Prior to joining PHI, she completed a fellowship at the Center for the Study of Aging and Human Development and the School of Nursing at Duke University, with funding from the National Institute on Aging. Kezia is based in Durham, North Carolina.

Aging and Long-Term Care Policy, Home and Community-Based Services, Long-Term Care Research, Nursing Homes, Person-Centered Care, Recruitment and Retention, Workforce Training

Kathleen Scott

Organizational Change Consultant


Kathleen Scott has been working as an Organizational Change Consultant with PHI for nearly 10 years. She has supported person-centered change across the continuum of long-term care organizations, working with disability services providers, assisted living homes, nursing homes, and home care agencies.


In addition to introducing the PHI Coaching Approach® suite, Kathleen’s consulting includes a focus on staff retention and advancement, including developing peer mentor and other career education programs for those seeking to grow their staff and enhance their workplace cultures in ways that value communication and relationship building.


Kathleen regularly presents at regional and national events, including the Pioneer Network and Leading Age conferences. Prior to coming to PHI, Kathleen spent over a decade implementing person-centered culture change in a skilled nursing facility, where she worked as a social worker and a manager. Kathleen received her B.S. from New Hampshire’s Granite State College.

Advanced Roles, Household Models, Management and Supervision, Person-Centered Care, Recruitment and Retention

Jodi M. Sturgeon



Jodi M. Sturgeon is President of PHI, a nonprofit committed to improving quality care for older adults and people with disabilities by creating quality jobs for direct care workers. Under her leadership, PHI has worked with hundreds of employers and achieved state and national policy victories elevating compensation for millions of home care workers.


Jodi has worked in nonprofit management for 20 years. She previously held Vice President and Chief Operating and Financial Officer roles at PHI, introducing innovations that strengthened the organization’s infrastructure and programs. Prior to PHI, Jodi was Vice President of the New Hampshire Community Loan Fund, where she directed investment in housing, jobs, and services for low-income individuals and families. Jodi is currently the Board Treasurer of Cooperative Home Care Associates in the Bronx, the largest worker-owned company in the country. She serves on the Board of Directors for Independence Care System in New York and Home Care Associates of Philadelphia.


Jodi received a Bachelor of Science in Accounting from Franklin Pierce University. She received an Advanced Certificate in Governmental Finance Administration from Southern New Hampshire University and completed the Senior Leaders Program for Nonprofit Professionals at Columbia Business School.

Advanced Roles; Aging and Long-Term Care Policy; Financing; Home and Community-Based Services; New York Long-Term Care System; Workforce Policy

Daniel R. Wilson

Director of Federal Affairs


Aging and Long-Term Care Policy, Federal Policy, Medicare and Medicaid, Workforce Policy

Daniel Rutherford Wilson is Director of Federal Affairs for PHI. In this role, he advances PHI's federal policy agenda by representing the organization before Congress and the Administration.  A respected national advocate on aging and long-term care issues, most recently Daniel served as a co-chair of the 2016 Aging in America Conference, the premier annual gathering for aging professionals sponsored by the American Society on Aging. Daniel speaks regularly at national forums on issues impacting the quality of direct care jobs and the quality of aging services.


Daniel has more than a decade of experience leading efforts to advance federal policy that betters the lives of disenfranchised older Americans. Most recently he served as the national and federal programs director at Compassion & Choices, a national organization that protects and expands end-of-life options. For 10 years, Daniel was the executive director of policy and program development at the National Caucus and Center on Black Aged, where he worked on federal issues related to housing, employment, and health care for low-income, black older adults.


Daniel holds a bachelor’s degree in English from Hampton University and an Associate’s Degree in Mortuary Science from the University of the District of Columbia.

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