EXTERNAL CURRENT
Last Updated 04/23/12
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CURRICULUM VITA
RHONDA JEAN VOIGT MONTGOMERY
OFFICE: Helen Bader School of Social Welfare HOME: 9605 N. Lake Drive
University of Wisconsin-Milwaukee Bayside, WI 53217
1157 Enderis Hall, PO Box 786 Tel: (414) 540-0434
Milwaukee, WI 53201 Email: [email protected]
Tel: (414) 229-3289
Fax: (414) 229-3657
EDUCATION
Ph.D., University of Minnesota, 1980
Major: Sociology
M.A., North Dakota State University, 1975
Major: Sociology
Minor: Mathematics
BS, North Dakota State University, 1972 (with honors)
Major: Sociology with Business emphasis
MAJOR AREAS OF INTEREST
Aging and Adult Development, Family Relations, Health Care Delivery, and Policy Analysis.
PROFESSIONAL EXPERIENCE
January 2003 to Present
Helen Bader Endowed Professor in Applied Gerontology
School of Social Welfare and Department of Sociology, University of Wisconsin – Milwaukee.
September 2003 to 2008
Adjunct Professor, Department of Sociology, University of Victoria, British Columbia, Canada.
1997 to December 2002
Chair, Gerontology Doctoral Program, University of Kansas, Lawrence, Kansas.
July 1992 to December 2002
Director, Gerontology Center, University of Kansas, Lawrence, Kansas.
July 1992 to December 2002
Professor, Department of Sociology, University of Kansas, Lawrence, Kansas.
September 1986 to June 1992
Director, Institute of Gerontology, Wayne State University, Detroit, Michigan.
R.J.V. Montgomery
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September 1986 to June 1992
Associate Professor, Department of Sociology and Adjunct Associate Professor, Department of
Community Medicine, Wayne State University, Detroit, Michigan.
March 1983 to August 1986
Deputy Director, Institute on Aging, University of Washington, Seattle, Washington.
February 1981 to August 1986
Assistant Professor (Research), University of Washington, Seattle, Washington.
January 1981 to September 1986
Research Coordinator/Research Director, Pacific Northwest Long-Term Care Center, University
of Washington, Seattle, Washington.
Academic Year 1979-1980
Administration on Aging Dissertation Grantee at the University of Minnesota Family Study
Center, University of Minnesota, Minneapolis, Minnesota.
Research Assistant, Washington State University, Pullman, Washington.
Academic Years 1975-1976 and 1978-1979
National Institute on Mental Health Trainee for Family Impact Analysis, Minnesota Family
Study Center, University of Minnesota, Minneapolis, Minnesota.
Academic Years 1974-1975 and 1976-1978
Instructor, Concordia College, Moorhead, Minnesota.
HONORS
2011 – Recipient of 2011 Excellence Award from Milwaukee Aging Consortium
2010 – Recipient of Rosalynn Carter Institute Award for Leadership in Caregiving
(Jointly with Washington Association of Area Agencies on Aging)
2009 – Recipient of Excellence in Research Award, Helen Bader School of Social Welfare
2009 – Recipient of Distinguished Alumni Award, Austin High School, Austin Minnesota
2007 – Recipient of Annual Excellence Award from the Milwaukee Aging Consortium
2005 – Recipient of the Investigator of the Year Award from the Alzheimer’s Association of
Southeastern Wisconsin.
2000 – Recipient of the Irvin Youngberg Award for Applied Sciences – one of four
Higuchi/Endowment Research Achievement Awards given annually to recognize
outstanding faculty achievements in the State of Kansas.
1995 – Leadership Award from the National Alzheimer’s Association.
R.J.V. Montgomery
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1993 - Elected to Fellow Status in the Gerontology Society of America.
PUBLICATIONS
Books and Chapters Talley, R.C., & Montgomery, R.J.V. (Eds.). (In Press). Caregiving Across the Life Span:
Research Practice and Policy. New York: Springer Publishing Group.
Montgomery, R.J.V., & Kosloski, K. (In Press). Pathways to Caregiver Identity for Older Adults.
In R.C. Talley & R.J.V. Montgomery (Eds.), Caregiving Across the Life Span: Research Practice
and Policy. New York: Springer Publishing Group.
Montgomery, R. J. V., & Rowe, J. M. (2007). Respite. In C. Cox (Ed.), Handbook of Social Work
Practice and Dementia (pp. 341-362). New York: Springer Publishing Group.
Montgomery, R.J.V., Rowe, J.M., & Kosloski, K. (2006). Family Caregiving. In C.N. Dulmus &
J.A. Blackburn (Eds.), Handbook of Gerontology: Evidence-Based Approaches to Theory,
Practice, and Policy (pp.426-454). Hoboken, NJ: John Wiley & Sons, Ltd.
Montgomery, R.J.V., Kosloski, K. & Karner, T. (2002) Weighing the Success of a National
Alzheimer’s Disease Service Demonstration. In F. Caro & R. Morris (Eds.), Devolution and
Aging Policy (Pp.119-139). New York: The Haworth Press.
Montgomery, R.J.V. (Ed.) (2002). A New Look at Community-Based Respite Programs. New
York: The Haworth Press.
Montgomery, R.J.V. (2001). Social Service Utilization. In G.I. Maddox (Ed.), The Encyclopedia
of Aging, (3rd
ed.). New York: Springer Publishing Group.
Zahn, H.J. & Montgomery, R.J.V. (2001). Marriage. In G. I. Maddox (Ed.), The Encyclopedia of
Aging (3rd
ed.). New York: Springer Publishing Group.
Borgatta, E.F. & Montgomery, R.J.V. (Eds.) (2000). Encyclopedia of Sociology, (5 vols). (Rev.
Ed.) New York: Macmillan.
Montgomery, R.J.V. (2000). Filial Responsibility. In E.F. Borgatta & R.J.V. Montgomery
(Eds.), Encyclopedia of Sociology (Rev. Ed.) (pp. 1018-1023). New York: Macmillan.
Montgomery, R.J.V. & Kosloski, K.D. (2000). Family Caregiving: Change, Continuity and
Diversity. In P. Lawton and R. Rubenstein (Eds.), Alzheimer's Disease and Related Dementias:
Strategies in Care and Research (pp. 143-171). New York: Springer Publishing Group.
Montgomery, R.J.V., Borgatta, E. F. & Borgatta, M.L. (2000). Societal and Family Change in
the Burden of Care. In W.T. Liu & H. Kendig (Eds.), Who Should Care for the Elderly? An East-
West Value Divide (pp. 27-54). Singapore: The National University of Singapore Press.
Montgomery, R.J.V. & Karner, T.X. (1996). Respite Care: Strategies for the Future. Summary
and Recommendations of the Alzheimer's Association Issues Forum held in Chicago, February 3,
1996. Chicago, IL: Alzheimer's Association.
Montgomery, R.J.V. (1996). The Influence of Social Context on the Caregiving Experience. In
R.J.V. Montgomery
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Z.S. Khachaturian & T.S. Radebaugh (Eds.), Alzheimer's Disease Cause(s), Diagnosis,
Treatment, and Care (pp. 313-322). Boca Raton, FL: CRC Press.
Montgomery, R.J.V. (1996). Group Overviews: Measuring Outcomes in Alzheimer's Disease.
T.S. Radebaugh, N. Buckholtz, and Z. Khachaturian (Eds.), Behavioral Approaches to the
Treatment of Alzheimer's Disease: Research Strategies, (pp. 13-16). Bethesda, Maryland:
National Institute of Nursing Research
Montgomery, R.J.V. (1995). Social Service Utilization. In G.I. Maddox (Ed.), The Encyclopedia
of Aging (pp. 884-887). New York: Springer Publishing Group.
Montgomery, R.J.V. (1995). Marriage. In G.I. Maddox (Ed.), The Encyclopedia of Aging (pp.
604-605). New York: Springer Publishing Group.
Montgomery, R.J.V. (1995). In-Law Relationships. In D. Levinson (Ed.), Encyclopedia of
Marriage and the Family (pp. 388-389). New York: MacMillan.
Montgomery, R.J.V. & Kosloski, K.D. (1995). Respite Revisited: Re-Assessing the Impact. In
P.R. Katz., R.A. Kane & M.D. Mezey (Eds.), Quality Care in Geriatric Settings (Ch. 4). New
York: Springer Publishing Group.
Montgomery, R.J.V. (1995). Examining Respite Care: Promises and Limitations. In R.A. Kane &
J. Dobrof Penrod (Eds.), Family Caregiving in a Caring Society: Policy Perspectives (Ch. 3).
Newbury Park, CA: Sage Publications.
Montgomery, R.J.V., Borgatta, E.F. & Kosloski, K.D. (1994). Social Policy Toward the Older
Worker: Assumptions, Values, and Implications. In H.R. Moody (Ed.), Aging: Concepts and
Controversies (Reading 34). Thousand Oaks, CA: Pine Forge Press. (Originally published as a
book chapter in Bluestone, et al: The Aging Worker in the American Workforce.)
Montgomery, R.J.V. & Kosloski, K.D. (1994). Outcomes of Family Caregiving: Lessons from
the Past and Challenges for the Future. In M.H. Cantor (Ed.), Family Caregiving: Agenda for the
Future. San Francisco, CA: American Society on Aging.
Montgomery, R.J.V. (1993). Valutazione Dell'Autonomia/Dipendenza (Measuring and Assessing
Autonomy and Independence of the Elderly). In C. di Achille Ardigo, E.F. Borgatta, & A.
Gasparini (Eds.), Mutamento Sociale e Societa Anziana (pp. 111-126). Milano, Italy: Franco
Angeli.
Montgomery, R.J.V. (1992). Gender Differences in Patterns of Child-Parent Caregiving
Relationships. In J.W. Dwyer and R.T. Coward (Eds.), Gender, Families, and Elder Care (pp. 65-
83). Newbury Park, CA: Sage.
Montgomery, R.J.V. & Datwyler, M.M. (1992). Women and Men in the Caregiving
Role. In J. Hendricks and Lou Glasse (Eds.), Gender and Aging (pp.59-68). Amityville,
NY: Baywood Publishing Co. (originally published as a review article in Generations)
Montgomery, R.J.V. (1992). Examining Respite: Its Promise and Limits. In M.G. Ory & A.P.
Dunker (Eds.), In-Home Care for Older People (pp. 75-96). Newbury Park, CA: Sage.
Montgomery, R.J.V. (1992). Long-Term Care. In E. F. Borgatta. (Ed.), Encyclopedia of
R.J.V. Montgomery
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Sociology, (pp. 1158-1164). New York: Macmillan.
Montgomery, R.J.V. (1991). Converging and Diverging Roles of Women, Men and Government
in the Care of the Elderly. In R. Crose (Ed.), Proceedings of the 37th Kirpatrick Memorial
Conference. Muncie, IN: Ball State University.
Montgomery, R.J.V. (1991). Filial Responsibility. In E.F. Borgatta (Ed.), Encyclopedia of
Sociology, (pp. 721-725). New York: Macmillan.
Montgomery, R.J.V. (1991). In-Law Relationships. In E.F. Borgatta (Ed.), Encyclopedia of
Sociology, (pp. 934-937). New York: Macmillan.
Kosloski, K.D., Montgomery, R.J.V. & Borgatta, E.F. (1990). Predicting Nursing Home
Utilization: Is This the Best We Can Do? In S. Stahl (Ed.), The Legacy of Longevity, (pp. 186-
200). Newbury Park, CA: Sage.
Bluestone, I.J., Montgomery, R.J.V. & Owen, J.D.M. (Eds.). (1990). The Aging Worker in the
American Workforce. Detroit, MI: Wayne State University Press.
Montgomery, R.J.V., Borgatta, E.F. & Kosloski, K.D. Social Policy toward the Older
Worker: Assumptions, Values, and Implications. (pp. 19-30).
Montgomery, R.J.V., Kosloski, K.D. & Borgatta, E.F. (1990). Service Use and the Caregiving
Experience: Does Alzheimer's Disease Make a Difference? In D.E. Biegel & A. Blum (Eds.),
Aging and Caregiving: Theory, Research, and Policy (pp. 139-159). Newbury Park, CA: Sage.
Montgomery, R.J.V. (1989). Investigating Caregiver Burden. In K.S. Markides and C.L. Cooper
(Eds.), Aging, Stress and Health (pp. 201-218). London: John Wiley & Sons, Ltd.
Montgomery, R.J.V. & Kamo. Y. (1989). Parent Care by Sons and Daughters. In J.A. Mancini
(Ed.), Aging Parents and Adult Children, (pp. 213-230) Lexington, MA: D.C. Heath and Co.
Montgomery, R.J.V. (1988). Family Sociology. In E.F. Borgatta & K. Cook (Eds), The Future of
Sociology, (pp. 105-119). Newbury Park, CA: Sage.
Montgomery, R.J.V. (1988). Respite Services for Family Caregivers. In M.D. Petersen & D.L.
White (Eds.), Health Care for the Elderly: An Information Sourcebook (pp. 382-401). Newbury
Park, CA: Sage.
Montgomery, R.J.V. (1987). National Council on Aging. In G. Maddox (Ed.), Encyclopedia of
Aging (pp.466-467). New York: Springer Publishing Group.
Montgomery, R.J.V. (1987). Social Service Utilization. In G. Maddox (Ed.), Encyclopedia of
Aging, (pp. 630-632). New York: Springer Publishing Group.
Montgomery, R.J.V. (1987). Aging Network. In G. Maddox (Ed.), Encyclopedia of Aging (p.
23). New York: Springer Publishing Group.
Montgomery, R.J.V. (1987). Marriage. In G. Maddox (Ed.), Encyclopedia of Aging (pp. 241-
243). New York: Springer Publishing Group.
R.J.V. Montgomery
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Montgomery, R.J.V. (1987). Medicaid. In G. Maddox (Ed.), Encyclopedia of Aging (p. 423).
New York: Springer Publishing Group.
Montgomery, R.J.V. (1987). Medicare. In G. Maddox (Ed.), Encyclopedia of Aging (p. 424).
New York: Springer Publishing Group.
Montgomery, R.J.V. & Hatch, L.R. (1987). The Feasibility of Volunteers and Families Forming
a Partnership for Caregiving. In T. H. Brubaker (Ed.), Aging, Health, and Family: Long-term
Care, (pp. 143-161). Newbury Park, CA: Sage.
Borgatta, E.F. & Montgomery, R.J.V. (Eds.). (1987). Critical Issues on Aging Policy: Linking
Research and Values. Newbury Park, CA: Sage.
Montgomery, R.J.V., Borgatta, E.F., "Aging Policy and Societal Values," (pp. 7-27).
Montgomery, R.J.V., Hatch, L.R., Pullum, T., Stull, D.E. & Borgatta, E.F.,"Dependency,
Family Extension and Long-Term Care Policy," (pp. 162-177).
Montgomery, R.J.V., Borgatta, E.F., "Values, Costs and Health Care Policy," (pp. 236-252).
Crump, B.J. & Montgomery, R.J.V. (1986). Participant’s Handbook for Family Seminars for
Caregiving. Seattle, WA: University of Washington Press.
Montgomery, R.J.V. & Prothero, J. (Eds.). (1986). Developing Respite Services for the Elderly.
Seattle, WA: University of Washington Press.
Montgomery, R.J.V., "Research on Respite: Beliefs, Facts and Questions." (pp. 18-32).
Montgomery, R.J.V. (1985). Helping Families Help: Family Seminars on Caregiving. Seattle,
WA: University of Washington Press. (Also published under the title: Family Seminars for
Caregiving: Helping Families Help. DHHS Technical Assistance Document, WADC: US
Government Printing Office, 1985).
Articles
Haley, W.E., Ferraro, K.F., & Montgomery, R.J.V. (2012). Is Gerontology Ready for Accreditation?
Gerontology & Geriatrics Education 33(1), 20-38.
Rowe, J.R., Savundranayagam, M.Y., Lang, J. Montgomery, R.J.V., (2011) Characteristics of Creative
Expression Activities: The Links between Creativity, Failure-Free, and Group Process with Levels of Staff-
Participant Engagement and Participant Affect in an Adult Day Center. Activities, Adaptation & Aging 35,
315-330.
Montgomery, R.J.V., Kwak, J., Rowe, J.M. (2011). Advancing social work practice with family caregivers.
Journal of Indian Gerontology 25(4), 553-575.
Montgomery, R.J.V., Kwak, J., Kosloski, K., & O’Connell Valuch, K. (2011). Effects of TCARE ®
Intervention on Caregiver Burden and Depressive Symptoms: Preliminary Findings From a Randomized
Controlled Study. Journal of Gerontology: Psychological Sciences, 66(5), 640-647.
Kwak, J., Montgomery, R.J.V., Kosloski, K., & Lang, J. (2011). The Impact of TCARE ® on Service
Recommendation, Use, and Caregiver Well-being. The Gerontologist, Vol. 51, No. 5, 704–713
R.J.V. Montgomery
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Savundranayagam, M.Y., Montgomery, R.J.V., & Kosloski, K. (2011). A Dimensional Analysis of
Caregiver Burden Among Spouses and Adult Children. The Gerontologist, 51(3), 321-331.
Savundranayagam, M. Y., Montgomery, R. J. V., Kosloski, K., & Little, T. D. (2010). Impact of a
Psychoeducational Program on Three Types of Caregiver Burden Among Spouses. International Journal of
Geriatric Psychiatry, 25(7).
Savundranayagam, M. Y. & Montgomery, R. J. V. (2010). Impact of Role Discrepancies on Caregiver
Burden Among Spouses. Research on Aging, 32(2), 175-199.
Montgomery, R.J.V. & Kosloski, K (2009). Caregiving as a Process of Changing Identity: Implications for
Caregiver Support. Generations, 33 (1), 47-52.
Fritsch, T., Kwak, J., Grant, S., Lang, J., Montgomery, R.J.V., Basting, A.D. (2009). Impact of TimeSlips,
A Creative Expression Intervention Program, on Nursing Home Staff and Residents with Dementia. The
Gerontologist, 49(2), 117-126.
Montoro-Rodríguez, J., Kosloski, K., Kercher, K., Montgomery, R.J.V. (2009) The Impact of Social
Embarrassment on Caregiving Distress in a Multicultural Sample of Caregivers. Journal of Applied
Gerontology, 28(2), 195-217.
Montgomery, R.J.V., Kwak, J. (2008). TCARE: Tailored Caregiver Assessment and Referral: An
Evidence-based Model to Target Services to Caregivers. In American Journal of Nursing 108(9), 54-58.
(Reprinted in Journal of Social Work Education (2008), 44(3), Supplement.)
Dobbs, D. & Montgomery, R.J.V. (2005). Family Satisfaction with Residential Care Provision: A Multi-
level Analysis. Journal of Applied Gerontology, 24(5), 453-474.
Montgomery, R.J.V., Holley, L., Deichert, J. & Kosloski, K. D. (2005). A Profile of Home Care Workers from
the 2000 Census: How it Changes what We Know. The Gerontologist, 45(5), 593-600.
Savundranayagam, M., Hummert, M. & Montgomery, R.J.V. (2005). Investigating the Effects of
Communication Problems on Caregiver Burden. Journals of Gerontology: Social Sciences, 60B(1), S48-
S55.
Montoro-Rodriguez, J., Kosloski K. & Montgomery, R.J.V. (2003). Evaluating a Practice-Oriented
Services Model to Increase the Use of Respite Services Among Minorities and Rural Caregivers. The
Gerontologist, 43(6), 916-924.
Zahn, J. H. & Montgomery, R.J.V. (2003). Gender and Elder Care in China: the Influence of Filial
Piety and Structural Constraints. Gender and Society, 17(2), 209-229.
Montgomery, R.J.V., Karner, T.X. & Kosloski, K.D. (2003). Weighing the Success of a National
Alzheimer’s Disease Service Demonstration. Journal of Aging and Social Policy, 14(3/4), 119-40.
Montgomery, R.J.V. (Ed.) (2002). A New Look at Community-Based Respite Programs: Utilization,
Satisfaction and Development. Home Health Care Services Quarterly, 21(3/4).
Montgomery, R.J.V., Kosloski, K.D., Karner, T.X. & Schaefer, J.P., “Initial Findings from the Evaluation of
the Alzheimer’s Disease Demonstration Grants to States Program,” (pp. 5-32).
Montgomery, R.J.V., Marquis, J., Shaefer, J., & Kosloski, K.D.,“Profiles of Respite Use” (pp.33-
64).
Montgomery, R.J.V., Kosloski, K.D., Schaefer, J., Allwardt, D., & Karner, T.X., “The Role of
Cultural Factors on Clients’ Attitude Toward Caregiving, Perceptions of Service Delivery and
Service Utilization,” (pp. 65-88).
R.J.V. Montgomery
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Montgomery, R.J.V., Starns, M., & Karner, T.X., “Exemplars of Successful Alzheimer’s
Demonstration Projects,” (pp. 141-175).
Sloane, P. D., Mitchell, C. M., Weisman, G., Zimmerman, S., Long Foley, K. M., Calkins, M. L. M.,
Powell Lawton, M., Teresi, J., Grant, L., Lindeman, D. & Montgomery, R. J. V. (2002). The Therapeutic
Environment Screening Survey for Nursing Homes (TESS-NH): An Observational Instrument for
Assessing the Physical Environment of Institutional Settings for Persons with Dementia. Journal of
Gerontology Social Sciences: Psychology, 57(2), S69-S78.
Kosloski, K.D., Montgomery, R.J.V. & Youngbauer, J. (2001). Utilization of Respite Services: A
Comparison of Users, Seekers, and Non-seekers. Journal of Applied Gerontology, 20(1), 111-132.
Miller, B., Townsend, A., Carpenter, E., Montgomery, R.J.V., Stull D. & Young, R.F. (2001). Social
Support and Caregiver Distress: A Replication Analysis. Journal of Gerontology: Social Sciences, 56(4),
S249-S256.
Montgomery, R.J.V. & Williams, K. (2001). Implications of Differential Impacts of Caregiving for the
Future Research on Alzheimer Care. The Journal of Aging and Mental Health, 5(2) (Supplement 1), S23-
S34.
Montgomery, R.J.V. & Kosloski, K.D. (2001). Change, Continuity and Diversity among Caregivers.
Administration on Aging Website:
http://www.aoa.gov/prof/aoaprog/caregiver/careprof/progguidance/background/program_issues/Fin-
Montgomery.pdf
Davis, K.J., Sloane, P.D., Mitchell, C.M., Preisser, J., Grant, L., Hawes, M.C., Linderman, D.,
Montgomery, R.J.V., Long, K., Phillips, C. & Koch-Gary, G. (2000). Specialized Dementia Programs in
Residential Care Settings. Gerontologist, 40(1), 32-42.
Montgomery, R.J.V. (1999). The Family Role in the Context of Long-Term Care. Journal of Aging and
Health, 11(3), 401-434.
Kosloski, K.D., Young, R.F. & Montgomery, R.J.V. (1999). A New Direction for Intervention with
Depressed Caregivers to Alzheimer’s Patients. Family Relations, 48(4), 373-379.
Kosloski, K.D., Montgomery, R.J.V. & Karner, T.X. (1999). Differences in the Perceived Need for
Assistive Services by Culturally Diverse Caregivers of Dementia Patients. Journal of Applied
Gerontology, 18(2), 239-256.
Friedemann, M., Montgomery, R.J.V., Rice, C. & Farrell, L. (1999). Family Involvement in the Nursing
Home. Western Journal of Nursing Research, 21(4), 549-567.
Young, R.P., Kosloski, K.D. & Montgomery, R.J.V. (1998). Psychosocial Factors in Institutionalization of
Alzheimer's Patients. Journal of Clinical Geropsychology, 4, 241-251.
Karner, T.X., Montgomery, R.J.V., Dobbs, D. & Wittmaier, C. (1998). Increasing Staff Satisfaction: The
Impact of SCUs and Family Involvement. Journal of Gerontological Nursing, 24(2), 39-44.
Friedeman, M.L., Montgomery, R.J.V., Maiberger, B. & Smith, A.A. (1997). Family Roles in the Nursing
Home: Nursing Home Practices and Family Expectations. Research in Nursing & Health, 20, 527-538.
Montgomery, R.J.V. & Berg, L. (1997). Metrics of Effectiveness within Alzheimer’s Disease. Alzheimer’s
Disease & Associated Disorders, 11(6), 181-183.
Montgomery, R.J.V. (1996). Advancing Caregiving Research: Weighing Efficacy and Feasibility.
Editorial in Journal of Gerontology: Social Sciences, 51B, 3, S109-S110.
R.J.V. Montgomery
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Montgomery, R.J.V. (1996). Group Overviews: Measuring Outcomes in Alzheimer's Disease.
International Psychogeriatrics, 8 (Supplement 1), 13-16.
Montgomery, R. J.V. (1996). Next Steps for Social and Behavioral Research Related to Alzheimer's Disease
Research. International Psychogeriatrics, 8, 103-107.
Kosloski, K.D. & Montgomery, R.J.V. (1994). The Impact of Respite Use on Nursing Home Placement.
Gerontologist, 35(1), 67-74.
Kosloski, K.D., Datwyler, M. & Montgomery, R.J.V. (1994). Evaluating Retrospective Measures in
Gerontological Research. Research on Aging, 16(4), 389-400.
Kosloski, K. & Montgomery, R.J.V. (1994). Service Use by Family Caregivers of Alzheimer's Patients.
Seminars in Speech and Language, 5(3), 226-235.
Lindeman, D. & Montgomery, R.J.V. (1994). Special Care Unit Research Challenges and Opportunities.
Alzheimer Disease and Associated Disorders, 8(1), S375-S388.
Montgomery, R.J.V. (1994). Family Measures in the Special Care Unit Context. Alzheimer Disease and
Associated Disorders, 8(1), S242-S246.
Kosloski, K. & Montgomery, R.J.V. (1994). Investigating Patterns of Service Use by Families Providing
Care for Dependent Elders. Journal of Aging and Health, 6(1), 17-37.
Montgomery, R.J.V. & Kosloski, K.D. (1994). A Longitudinal Analysis of Nursing Home Placement for
Dependent Elders Cared for by Spouses vs. Adult Children. Journal of Gerontology: Social Studies, 49(2),
S62-S74.
Kosloski, K.D. & Montgomery, R.J.V. (1993). Perceptions of Respite Service as Predictors of Utilization.
Research on Aging, 15(4), 339-413.
Kosloski, K. & Montgomery, R.J.V. (1993). The Effects of Respite on Caregivers of Alzheimer's Patients:
One Year Evaluation of the Michigan Model Respite Programs. The Journal of Applied Gerontology,
12(1), 4-17.
Montgomery, R.J.V. & Hirshorn, B.A. (1991). Current and Future Family Help with Long-Term Care
Needs of the Elderly. Research on Aging, 13(2), 171-204.
Montgomery, R.J.V. (1991). Respite Care. Health Network News, 3(21), 30.
Montgomery, R.J.V. and Datwyler, M.M. (1990). Women and Men in the Caregiving Role. Generations,
14(3), 34-38. (published as a book chapter in Gender and Aging).
Borgatta, E.F., Bulcroft, K., Montgomery, R.J.V. & Bulcroft, R. (1990). Health Promotion over the Life
Course: Strategies for Effective Action: The Historical and Social Context. Research on Aging, 12(3),
373-88.
Montgomery, R.J.V., & Borgatta, E.F. (1989). The Effects of Alternative Support Strategies on Family
Caregiving. The Gerontologist, 29(4), 457-464.
Montgomery, R.J.V., Kosloski, K.D. & Borgatta, E.F. (1988-89). The Influence of Cognitive Impairment
on Service Use and Caregiver Response. The Journal of Applied Social Sciences 13(1), 142-169.
Montgomery, R.J.V. (1988). Respite Care: Lessons from a Controlled Design Study. Health Care
Financing Review Annual Supplement, 133-138.
Montgomery, R.J.V., Seccombe, K., Borgatta, E.F. & Kamo, Y. (1988). A Profile of Alaska's Seniors.
R.J.V. Montgomery
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Research on Aging 10(2), 275-296.
Kamo, Y., Borgatta, E.F., Montgomery, R.J.V. & Seccombe, K. (1988). A Profile of Alaska's Seniors: 2,
Housing and Its Correlates. Research on Aging, 10(4), 517-533.
Montgomery, R.J.V., Borgatta, E.F., Kamo, Y. & Seccombe, K. (1988). A Profile of Alaska's Seniors: 3,
Income, Children, and Health. Research on Aging, 10(4), 534-549.
Montgomery, R.J.V. & Borgatta, E.F. (1986). Plausible Theories and the Development of Scientific
Theory: The Case of Aging Research. Research on Aging, 8(4), 586-608.
Montgomery, R.J.V., Gonyea, J.G. & Hooyman, N. R. (1985). Caregiving and the Experience of
Subjective and Objective Burden. Family Relations, 34(1), 19-26.
Montgomery, R.J.V., Stull, D.E. & Borgatta, E.F. (1985). Measurement and the Analysis of Burden.
Research on Aging, 7(1), 137-152.
Hooyman, N.R., Gonyea, J.G., & Montgomery, R.J.V. (1985). The Impact of In Home Services
Termination on Family Caregivers. The Gerontologist, 25(2), 141-45.
Montgomery, R.J.V. (1984). Teaching Social Gerontology. Teaching Sociology, 11(4), 455-468.
Montgomery, R.J.V. (1984). Services for Families of the Aged: Which Ones Will Work Best? Aging,
347(4), 16-21.
Montgomery, R.J.V., Borgatta, M.L. & Borgatta, E.F. (1983). A Note on the Moderation Concept in the
Life Course. Research on Aging, 5(3), 433-447.
Montgomery, R.J.V. (1983). Staff Family Relations and Institutional Care Policies. Journal of
Gerontological Social Work, 6(1), 25-37.
Borgatta, E.F., Montgomery, R.J.V. & Borgatta, M.L. (1982). Alcohol Use and Abuse, Life Crises, Events,
and the Elderly. Research on Aging, 4(3), 378-408.
Montgomery, R.J.V. (1982). Impact of Institutional Care Policies on Family Integration. The
Gerontologist, 22(1), 54-58.
Montgomery, R.J.V. & McDonald, T.D. (1976). Self-Concept Delinquency: Containment Theory
Reconsidered. Western Sociological Review, 7, 67-78.
REPORTS
Montgomery, R.J.V. (2011). Assessing a Care Management Protocol to Strategically Support Family
Caregivers (Project Number 001141). Final narrative report prepared for the Jacob and Valeria Langeloth
Foundation. Milwaukee, WI: University of Wisconsin—Milwaukee, Office of Applied Gerontology.
Montgomery, R.J.V. (2011). Assessing a protocol to strategically support family caregivers- 2007-2010
(IIRG-07-60123). Final scientific report prepared for the Alzheimer’s Association. Milwaukee, WI:
University of Wisconsin—Milwaukee, Office of Applied Gerontology.
Montgomery, R.J.V., O’Connell Valuch, K., Kwak, J., Lang, J., Rowe, J.M., & Wallendal, M. (2011).
Eldercare Partners Caregiver Coaching Program Final Evaluation Report- May 2011. Prepared for
Eldercare Partners. Milwaukee, WI: University of Wisconsin—Milwaukee, Office of Applied Gerontology.
R.J.V. Montgomery
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Montgomery, R.J.V., Kwak, J., Rowe, J.M., Jacobs, J., Lang, J., O’Connell Valuch, K., & Wallendal, M.
(2010). Improving Options for Persons with Alzheimer’s Disease and Their Caregivers in the State of
Georgia: Tailored Caregiver Assessment and Referral® Project Final Report - July 1, 2007 – March 31,
2010 (Grant Number 90AI0006/01). Prepared for the U.S. Administration on Aging, U.S. Department of
Health and Human Services. Milwaukee, WI: University of Wisconsin—Milwaukee, Office of Applied
Gerontology.
Montgomery, R.J.V., Rowe, J.M., & Kwak, J. (2009). Final Report Georgia Division of Aging Services
Regarding Tailored Caregiver Assessment and Referral ® (TCARESM) Protocol Project- July 1, 2007-
December 31, 2008 (Grant Number 90AI0006/01). Prepared for the U.S. Administration on Aging, U.S.
Department of Health and Human Services. Milwaukee, WI: University of Wisconsin—Milwaukee, Office
of Applied Gerontology.
Montgomery, R.J.V., Kosloski, K., Holley, L., & Deichert, J. (2004). “Addressing the Shortage of
Dementia Capable Workers: Insights and Strategies from the Alzheimer’s Disease Demonstration Grant to
State Program.” Report to the Administration on Aging. University of Wisconsin-Milwaukee: Helen
Bader School of Social Welfare.
Montgomery, R.J.V., Kosloski, K., &. Holley, L. (2003). “Alzheimer’s Disease Demonstration Grant to
States Project” Interim Report to the Administration on Aging. University of Wisconsin-Milwaukee: Helen
Bader School of Social Welfare.
Montgomery, R.J.V., Kosloski, K., & Holley.L.. (2003). “Alzheimer’s Disease Demonstration Grant to
States Project” Annual Report to the Administration on Aging. University of Wisconsin-Milwaukee: Helen
Bader School of Social Welfare.
Montgomery, R.J.V, Kosloski, K., Karner, T.X., & Schaefer, J. (2001). “Further Analysis and Evaluation
of the Administration on Aging Alzheimer's Demonstration Grant to States.” Lawrence, KS: University of
Kansas: Gerontology Center.
Miller, B., Kosloski, K., Stull, D., Kercher, K., Montgomery, R., Wykle, M., Young, R., & Townsend, A.
(2000). Disentangling the Caregiver Support Process (#RO1-AG15091). Final report prepared for the
National Institute on Aging. Cleveland, OH: Case Western Reserve University Mandel School of Applied
Social Services.
PAPER & POSTER PRESENTATIONS AT SCHOLARLY MEETINGS (2000-Present)
“Creating Change: Implementing TCARE®, A Strategic Process for Serving Family Caregivers.”
Presented with C. Burt, D. Doezema, & H. Hauptman. Presentation at The National Association
of State Units on Aging (in collaboration with Georgia Division of Aging Services) Professional
Conference, Atlanta, GA, September, 2010.
“Risk, Preference, and Choice.” Presentation at Expanding Access to Evidence-Based Programs
for Caregivers a Collaborating Organizations Program of the Rosalynn Carter Institute for
Caregiving at the Annual Conference of the National Council on Aging and the American Society
on Aging. Chicago, IL, March, 2010.
“TCARE and Systems Change.” Presentation at the Annual Conference of the National Council
on Aging and the American society on Aging. Chicago, IL, March, 2010.
R.J.V. Montgomery
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“Mechanisms that Produce Positive Outcomes in Caregiver Interventions: The Role of Identity
Discrepancy.” Paper presented with M.Y. Savundranayagam & K. Kosloski. The Gerontological
Society of America’s 62nd
Annual Scientific Meeting, Atlanta, GA, November, 2009.
“Preliminary Findings from the TCARE National Demonstration.” Paper presented with J.
Kwak, K. O’Connell-Valuch, L. MacBride, J. Lang, K. Kosloski. The Gerontological Society of
America’s 62nd
Annual Scientific Meeting, Atlanta, GA, November, 2009.
“Development of TCARE®
and Randomized Trial: Translating Research to Practice.” Paper
presented (with K. Kosloski, M. Brintnall-Peterson, & J. Jacobs. The Gerontological Society of
America’s 62nd
Annual Scientific Meeting, Atlanta, GA, November, 2009.
“Biasing Effects of Age and Health on 10-item Short Form of the CES-D.” Poster presented with
K. Kercher & K. Kosloski. The Gerontological Society of America’s 62nd
Annual Scientific
Meeting, Atlanta, GA, November, 2009.
“Examining the Impact of Creative and Traditional Activities on Engagement and Affect between
Older Participants and Long-term Care Staff.” Poster presented with J. Rowe, M.Y.
Savundranayagam, & J. Lang. The Gerontological Society of America’s 62nd
Annual Scientific
Meeting, Atlanta, GA, November, 2009.
“The Impact of Tailored Caregiver Assessment and Referral Process on Caregiver Outcomes:
Findings from a Demonstration Project in the State of Georgia.” Poster presented with J. Rowe, J.
Kwak, C. Burt, Sharon Dickol, & Michael Brondino at The Gerontological Society of America’s
62nd
Annual Scientific Meeting, Atlanta, GA, November, 2009.
“Experiences of Burden, Depression, and Uplifts across the Caregiving Journey: Does
Relationship Matter?” Poster presented with M.Y. Savundranayagam. The Gerontological Society
of America’s 62nd
Annual Scientific Meeting, Atlanta, GA, November, 2009.
“Assessing a Model that Fosters Aging in Community.” Workshop conducted with J. Lang &
J.Lambert Annual Aging in American Meeting of American Society on Aging and National
Council on Aging, March, 2009.
“Caregiver Assessment and Care Management.” Panelist for Caregiving Special Session at
Annual Meeting of the Council on Social Work Education. Charleston, S.C., October, 2008.
UniCARE: An Assessment Process to Transform Support for Family Caregivers. Workshop
conducted with M. Brintnall-Peterson, M. Bomber, C. Burt Annual Aging in American Meeting
of American Society on Aging and National Council on Aging , Washington, D.C. March, 2008.
“The Development of a Caregiver Assessment Tool: Translating Research into Practice.”
Presentation at The Gerontological Society of America’s 60th Annual Scientific Meeting, San
Francisco, CA. November, 2007.
“Measuring Caregiver Identity and its Association with Caregiver Burden.” Poster presentation
with K. Kosloski) to The Gerontological Society of America’s 60th Annual Scientific Meeting,
San Francisco, CA, November, 2007.
R.J.V. Montgomery
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“The Impact of Creative Activities on Elder Engagement.” Paper presented with J. Rowe & H.L.
Fowell. The Gerontological Society of America’s 60th Annual Scientific Meeting, San Francisco,
CA, November, 2007.
“The Impact of Social Embarrassment on Caregiving Distress in a Multi-Cultural Sample of
Caregivers.” Poster presentation with J. Montoro-Rodriguez & K. Kosloski. The Gerontological
Society of America’s 60th Annual Scientific Meeting, San Francisco, CA, November, 2007.
“Beyond Eligibility: Caregiver Assessment as a Sustaining Device.” Presentation to The
Gerontological Society of America’s 60th Annual Scientific Meeting, San Francisco, CA,
November, 2007.
PRESENTATIONS TO PROFESSIONAL, UNIVERSITY AND COMMUNITY GROUPS (2000-Present)
“TCARE®: A Strategic Process for Serving Family Caregivers.” Presentation at California State University
at San Bernadino. San Bernadino, CA, September, 2011.
“TCARE®: A Protocol for Supporting Family Caregivers of Older Adults & Military Families.”
Presentation at the National Association of Social Workers Wisconsin Chapter Annual Conference 2011.
Madison, WI, September, 2011.
“TCARE®: An Efficient Process to Effectively Support Caregivers.” Presentation at the National
Association of Area Agencies on Aging Annual Conference and Trade Show 2011. Washington, D.C., July
2011.
“TCARE®: Changing Systems to Effectively Support Family Caregivers.” Presentation at the Aging in
America Conference: Annual Conference on the American Society on Aging 2011. San Francisco, CA,
April 2011.
“Supporting Caregivers: When Will We Ever Learn?” Presentation at Helen Bader Foundation Special
Event. Green Bay, WI, February 2011.
“Caregiver Assessment: Engine for Change.” Presentation at the Rosalynn Carter Institute for Caregiving
Summit 2010. Americus, GA, October, 2010.
“Creating Change: Implementing Tailored Caregiver Assessment and Referral (TCARE®)” Presentation at
the 26th
Annual National Home and Community Based Services Conference sponsored by the National
Association of States United for Aging and Disabilities. Atlanta, GA, September, 2010.
“TCARE®: Tailored Caregiver Assessment and Referral.” Presentation at Army Medical Symposium &
Exposition. San Antonio, TX, May, 2010.
“TCARE®: Tailored Caregiver Assessment and Referral.” Presentation at Gerontology Colloquium,
University of Nebraska Omaha. Omaha, NB, March, 2010.
“The Caregiver Identity Change Theory: A Model for Understanding the Caregiving Journey.” Keynote
Address at the 13th
Edna Gates Conference on Alzheimer’s Care. Troy, MI, November, 2009.
“Using TCARE®
as a Strategic Process for Serving Family Caregivers.” Presentation at the 13th
Edna
Gates Conference on Alzheimer’s Care. Troy, MI, November, 2009.
R.J.V. Montgomery
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“TCARE®: Tailored Caregiver Assessment and Referral.” Presentation to Family Care Partnership,
Partners in Care Foundation and the City of Los Angeles Department of Aging. Los Angeles, CA, June,
2009.
“Tailoring Services to Support Family Caregivers.” Workshop conducted at Empowering Communities for
Successful Aging, a State Conference sponsored by the New York State Office for the Aging. Saratoga
Springs, NY, November, 2008.
“Stumbling Blocks and Milestones Along the Caregiving Journey.” Keynote Speaker for 13th Annual
James E. & Bonnie Eckenhoff Lecture. Northwestern University Feinberg School of Medicine. Chicago,
IL, October, 2008.
“Informal Caregiving.” Invited paper presented with Susan Reinhard & Mary Jo Gibson at Academy of
Health Building Bridges Long Term Care Colloquium. Washington D.C., June, 2008.
“UniCARE: An Assessment Process to Transform Support for Family Caregivers.” Presented with M.
Bomber, M. Brintnall-Peterson, C. Burt, and D. Walberg. American Society on Aging Conference.
Washington D.C., March, 2008.
“Re-Thinking Caregiver Support.” Six-hour Workshop for the Bureau of Aging and Disability Resources,
Wisconsin Department of Health and Family Services. Presented with Mary Brintnall-Peterson in five
locations: Green Bay, September 13, 2007; Waukesha, September 14, 2007; Steven’s Point, October 5,
2007; Madison, October 10, 2007.
“Embracing Family Caregivers as Partners in Long-term Care.” Presentation with M. Brintnall- Peterson.
Southeastern Wisconsin Area Agency on Aging. Brookfield, WI, September, 2007.
“Transforming Care Management: An Evidence-Based Approach for Supporting Family Caregivers.”
Presentation to the Washington Association of Area Agencies on Aging. Leavenworth, WA, June, 2007.
“Embracing Family Caregivers as Partners in Long Term Care.” Presentation to Riding the Wave of Long-
Term Care Reform: Finishing the Work We Started 25 Years Ago - Wisconsin Department of Health and
Family Services. Wisconsin Dells, WI, October, 2006.
“Using the Caregiving Identity Theory as a Guide for Delivering Services to Family Caregivers.”
Presentation to the Area Agency on Aging of Western Michigan. Grand Rapids, MI, September, 2006.
“The Choices and Challenges of Families as Partners in Long Term Care.” Presentation to the Helen Bader
Foundation Alzheimer’s and Aging Speaker Series. La Crosse, WI, June, 2006.
“Using the Caregiving Identity Theory as a Guide for Delivering Services to Family Caregivers.”
Presentation to the 20th
Annual State Conference on Alzheimer’s Disease and Related Disorders. Green
Bay, WI, May, 2006.
“Caregiver Assessment Tools.” Presented to Aging & Disability Services Administration/DSHS.
Olympia, WA, May, 2006.
“The League of Experienced Family Caregivers: The Development and Use of Effective Caregiver
Assessment Tools.” Presentation to the Southeastern Wisconsin Alzheimer’s Association 10th
Annual
Conference. Milwaukee, WI, March, 2006.
“Preparing Tools for Assessing and Linking Caregivers to Support.” Presentation to National Advisory
Committee for Linking Experience with Research Project. Milwaukee, WI, January, 2006.
R.J.V. Montgomery
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“Overview of the Caregiver Identity Model.” Presentation at the Changing the Delivery of Family
Caregiver Education conference, UW-Stevens Point, WI, December, 2005.
“Pathways through Caregiving: Embracing the Role.” Presentation to the Alzheimer’s Disease: Annual
Update conference, sponsored by the UW Medical School, Madison, WI, October, 2005.
“Pathways to Caregiving: Embracing the Caregiving Role.” Keynote presentation to the Wisconsin
Gerontology Institute 15th
Annual Aging Well Conference, UW-Parkside, WI, June, 2005.
“Care Management for the Caregiver.” Presentation to National Association of Social Workers- Wisconsin
Chapter, Madison, WI, May, 2005.
“Effective Targeting of Support Services for Family Caregivers.” Presentation to Continuing Care
Coordinators, Milwaukee, WI, May, 2005.
“League of Experienced Family Caregivers: Seeking the Wisdom of Family Caregivers.” Presentation to
Milwaukee Area Retired Teachers Association. Milwaukee, WI, April, 2005.
“Training Behavioral Health Professions to Work with the Elderly.” Presentation to the Center for
Addiction and Behavioral Research, UW-Milwaukee, Transdisciplinary Issues in Behavioral Health:
Research to Practice Symposium, April, 2005.
“League of Experienced Family Caregivers: Seeking the Wisdom of Family Caregivers.” Presentation at
Helen Bader Foundation Alzheimer’s Grantee Conference, Elkhart Lake, WI, April, 2005.
“Pathways to Caregiving: Embracing the Role.” Presentation to National Advisory Committee for Linking
Experience with Research Project, Milwaukee, WI, January, 2005.
“Pathways to Caregiving: An Identity Change Process.” Presentation to Washington State Aging Network,
Seattle, WA, November, 2004.
“The Mystery of Caregiving Revealed.” Presentation to Michigan State Area Agencies on Aging, Grand
Rapids, MI, November, 2004.
“The Caregiver’s Hesitancy to Accept Help.” Presentation at Catholic Charities’ 16th
Annual Lifelong
Adult Wellness Conference, Milwaukee, WI, September, 2004.
“Blueprint for Effective Partnerships.” Presentation to Wisconsin Long-Term Care Workforce Alliance at
summer meeting, Madison, WI, August 2004.
“In Our Hands – Preparing Professionals for an Aging Society.” Presentation for University of Wisconsin-
Milwaukee’s Helen Bader School of Social Welfare 40th
Anniversary Event; 2004.
“Dementia and Diversity: A New Look at Community Based Respite Programs: Utilization, Satisfaction
and Development.” Presentation at the 2004 American Society on Aging/ National Council on Aging Joint
Conference in San Francisco, CA, April, 2004.
“Understanding Caregiver Burden.” Discussion Group. Division of Aging Services. Atlanta and
Savannah, GA, December 2003.
“How Can We Meet the Needs of Family Caregivers?” Brown Bag Seminars in Aging, Center on Age &
Community. University of Wisconsin-Milwaukee. December, 2003.
“Pathways to Caregiving: A theoretical framework to link research to practice.” Presentation to the
Institute of Gerontology at Wayne State University. Detroit, MI, December, 2003.
R.J.V. Montgomery
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“Targeting the Reachable Moment.” Presentation to Milwaukee Aging Consortium. Milwaukee, WI,
November, 2003.
Alpha Delta Mu, Social Work Honor Society Initiation Ceremony. Keynote address. University of
Wisconsin-Milwaukee chapter. November 9, 2003.
And Thou Shalt Honor Caregiver Town Hall Meeting. Sponsored by various members of Milwaukee
Aging Community and UWM Center on Age & Community. Workshop presenter and panelist for future
Milwaukee Public Television broadcast. November 8, 2003.
The Evolving Health Care Technology Conference. The Information Age of Healthcare: From Fail and Fix
to Predict and Prevent. Panel Member. Medical College of Wisconsin, Milwaukee, WI, November 7, 2003.
“UWM’s Role in Aging & Society.” Keynote Address at Helen Bader Foundation Board of Directors
Dinner. Milwaukee, WI, October 27, 2003.
“Effective Targeting of Respite Services.” Presentation at the 4th
International Respite Conference for
Caregivers. ARCH Nat’l Respite Network. Orlando, FL, September 18, 2003.
“Mysteries of Caregiving Revealed.” Keynote Address at the 4th
Annual Caregiver’s Seminar—The
Mystery of Caregiving Revealed¸ Northeastern Illinois Area Agency on Aging Senior Lifestyle Expo.
Chicago, IL, September 2, 2003.
Arthur S. Flemming Lecture. NASUA’s 39th
Annual Membership Meeting. Washington, D.C., June 22,
2003.
“Pathways to Caregiving: Helping Families Embrace the Role”: Presentation at the Wisconsin Aging
Network Training Conference. Wisconsin Rapids, WI, April, 2003.
“The Impact of Family Support Services for Alzheimer Patients on Client Satisfaction with Managed
Care.” Presentation at the 2003 Joint Conference of the National Council on the Aging and the American
Society on Aging. Chicago, IL, March, 2003.
“Care for Caregivers: Reaching Out for Help.” Luncheon Plenary Address at International Conference on
Family Care. Washington D.C., October, 2002.
“Reaching the Serviceable Moment.” Keynote Address at International Conference on Caregiving.
Washington D.C., October, 2002.
“Pathways to Caregiving: Helping Families Embrace the Role.” Keynote address for Annual Caregiver
Conference Rosalynn Carter Institute. Americus, GA, October, 2002.
“Career Caregivers.” Presentation at the 2002 Brookdale Respite Conference. Kansas City, MO, October
2002.
“Meeting the Needs of Family Caregivers.” Mather Life Ways Institute on Aging. Evanston, IL, October
2002.
“Working with Family Caregivers as Partners and Clients.” Keynote Address for 2002 Geriatrics in
Primary Care Conference. Milwaukee, WI, May 2002.
“Family Caregiver Support Programs: Best Practice Models.” Presentation at the Wisconsin Aging
Network Training Conference: The Heritage of the Older Americans’ Act. Madison, WI, April 2002.
“Setting the Context.” Presentation for the Caregiver Assistance Video-Conference sponsored by the New
R.J.V. Montgomery
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York State Coalition for the Aging and the New York State Association of Area Agencies on Aging.
Albany, New York, March, 2002.
“Trends in Caregiving.” Keynote Address for the Aging Summit 2002. San Diego, March, 2002.
“Trends in Caregiving.” Plenary Session: Alaskan Common Ground Conference 3. Anchorage, Alaska,
January, 2002.
“The Role of Women in Long Term Care.” Presentation at the Second Annual Conference Beyond
Medicine: Women's Health and Aging Workshop. Lawrence, KS, October, 2001.
“Barriers to Resources for Rural Caregivers.” Workshop presented at The National Family Caregiver
Support Program: From Enactment to Action. September, 2001.
“What the Aging Network Needs to Know about Family Caregiving.” Keynote Address: Administration
on Aging National Conference: The National Family Caregiver Support Program: From Enactment to
Action. September, 2001.
“Caregiving Career Paths: What Research Tells Us About Caregivers.” Keynote Address at 15th Annual
Elder Rights Conference. Chicago. July, 2001
“Respite Programs Clients Will Use: If you build it right they will come.” Workshop presented at 15th
Annual Elder Rights Conference. Chicago. July, 2001.
“Change, Continuity and Diversity Among -Caregivers” Paper prepared for weeklong list serve exchange
sponsored by the Administration on Aging for key state administrators. January, 2001.
“Designing Evidence-Based Programs and Services to Support Family Caregivers.” Keynote presentation
at the Administration on Aging National Symposium, “Building the Network on Aging Toolkit.” May 23,
2000.
Presentation on Research Program to the Board of Trustees Annual Meeting, Kansas University Center for
Research, Inc., 2000.
“Researching respite: implications for theory and practice” Paper presented to graduate seminar in
Occupational Therapy, University of Kansas Medical Center. Kansas City, March, 2000.
“Profiling Respite Use: An Analysis of Longitudinal Data from a National Demonstration.” Gerontology
Colloquium. March, 2000.
GRANTS & CONTRACTS [complete list available upon request] (2000-Present)
Principal Investigator: “Wounded Warriors Support Program” (aka “TCARE®-Army”). Texas
Agrilife Extension Service, Subaward #626001; Prime Awarding Agency USDA NIFA, Grant
#2009-48702-06080. $744,327.00; 09/01/2009 – 08/31/2012.
Principal Investigator: “PERC TCARE ® Mapping Project,” Michigan Department of
Community Health. Contract # 39-1805963. $19,189; 02/2011 - 09/30/2011.
Principal Investigator: “National Meeting to Foster the Implementation of TCARE®,” Helen
Bader Foundation, Inc. Grant # 13560. $20,000.00; 12/04/2010-04/28/2011.
Principal Investigator: "Assessing a Protocol to Strategically Support Family Caregivers”
Alzheimer’s Association Grant # IIRG-07-60123. $239,999; 10/01/07 – 09/30/10.
R.J.V. Montgomery
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Principal Investigator: “Michigan TCARE Training,” Michigan Office of Services to the Aging
(OSA). Contract # 90AM3002/01. $ 19,745; 04/01/10-09/30/10.
Co-Investigator: “An Interactive Approach to the Development of an Evidenced Based
Curriculum for Family Caregivers – Phase II.” Helen Bader Foundation Grant #12856,
$50,244.10; 01/01/09-6/30/10.
Principal Investigator: “Caregiver Assessment and Nursing Home Diversion: Improving Long-
Term Care.” Georgia Department of Human Services Contract # 427-93-10100409-99.
$15,263.00; 10/01/09 – 03/31/10
Principal Investigator: “Adapting and Expanding the Use of TCARE® in Georgia.” Legacy Link
Grant. $40,000; 6/30/09-12/31/09.
Principal Investigator: “TCARE® Training Project.” Washington State Department of Social
and Health Services Contract # 21091487. $101.467.00; 03/01/09 – 12/31/09.
Principal Investigator: “A Public Health Project to Improve Access to Quality Dementia Care
Services in Underserved Rural Wisconsin Communities.” Wisconsin Partnership for a Healthy
Future, Community-Academic Partnership Fund Collaboration Implementation (Alzheimer’s
Association, South Central Wisconsin Chapter) Grant #06-147-DH. $150,000; 07/01/06 – 12/31/09.
Principal Investigator: “Tailored Caregiver Assessment and Referral (TCARE®) Phase II.”
Michigan Department of Community Health Contract #20092715. $49,500.00; 03/01/09 – 09/30/09.
Principal Investigator: “Georgia- TCARE ADDGS Project (Part 2),” Administration on Aging.
Grant # 427-93-10100409-99. $21,755; 3/16/09-9/30/09.
Principal Investigator: “Georgia-TCARE ADDGS Project (Part 1),” Administration on Aging.
Grant # 427-93-10100409-99. $21,755; 02/01/09-09/30/09.
Principal Investigator: “The National Center for Family Care Initiatives: Strengthening the Capacity
of the Social Work Profession to Support Families Caring for Older Adults,” Hartford Foundation
(via Gerontological Association of America). Subcontract # 20006-0074. $327,475; 01/01/07-12/31/08
Principal Investigator: “Stars Program.” Florida Department of Elder Affairs Contract # XQ717.
$38,220.00; 10/01/07 – 12/31/08.
Principal Investigator: “Alzheimer’s Disease Demonstration Grants to states (ADDGS)
Program.” Georgia Department of Human Services, Administration on Aging Contract # 427-93-
08080941-99. $55,000.00; 08/01/07 – 06/30/08.
Principal Investigator: “Linking Experience with Research to Guide Case Management Practice
with Family Caregivers, Phase II.” Helen Bader Foundation. $118,000; 7/01/06 – 12/31/07.
Principal Investigator: “Alzheimer’s Disease Demonstration Grant to States. Evaluation for
Florida Dept. of Elder Affairs and Development of a Caregiver’s Assessment Tool.” Florida
Dept. of Elder Affairs. $30,000; 9/30/06-6/30/07.
Co-Investigator: “Development of Training Research Institute to Enhance the Capacity of a
Long-term Care Workforce.” DHHS, Administration on Aging. $293,731; 9/1/05-8/31/06.
R.J.V. Montgomery
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Co-investigator: “Time Slips: a Creativity Intervention for Persons with Dementia.” PI: Anne
Basting. Common Wealth Fund. $187,000; 1/03-3/06.
Principal Investigator: “Evaluation, TA, and Consultation regarding the HRSA/AoA: Alzheimer’s
Demonstration Grants to States Program.” (This grant has been extended to cover both the
Managed Care Initiative and additional analysis of the Alzheimer’s Demonstration Grants to States
Program and is now under the auspices of the Administration on Aging). $1,767,657; 7/98-12/03.
Member Program Committee: “Research Training Program in Communication and Aging
Elderly.” PI: Susan Kemper. NIA. $840,000; 4/98-3/03.
Co-Principal Investigator: “Strategies for Household Disbandment.” NIH – Institute on Aging.
PI: Dave Ekerdt. $72,750; 9/01-8/02.
Principal Investigator: “Alzheimer’s Service System Analysis.” HHS – Administration on Aging.
$77,540; 9/01-2/02.
Member Program Committee: “Research Training Program in Communication and Aging
Elderly.” PI: Susan Kemper. NIA. $840,000; 4/98-3/03.
TEACHING ACTIVITIES
Faculty/ Student Mentoring:
2010-Present Institutional Sponsor for Hartford Faculty Scholar Jung Kwak
2008-2011 Institutional Sponsor for Hartford Doctoral Fellow Jeanine Rowe
2009-2010 Chair personnel committee for tenure review for Marie Savundranayagum
2007 -2008 NIH internal faculty mentor for Dr. Marcellus Meritt, Department of Psychology
2006 – 2008 Mentor for Center on Age and Community Post Doc – Jung Kwak
2006 -2008 Institutional Sponsor for Hartford Faculty Scholar Marie Savundranayagum
2006- 2008 National Research Mentor for Hartford Faculty Scholar, Crystal D. Moore, Skidmore College
2004-2006 National Research Mentor for Hartford Faculty Scholar Holly Debelko, Ohio State
Doctoral Committees & Dissertations
2009 – Present Chair, Joshua Lang, Urban Studies Program, UWM
2006-2010 Chair, Jeannine Rowe, Multidisciplinary Committee directed program in Applied
Gerontology, UWM
2006-2008 Member Dissertation Committee, for Laura Funk, Department of Sociology, University
of Victoria, British Columbia
2006-2997` Member Dissertation Committee, Mary Anne, Beckman, School of Education, UWM
2006-2007 Member Dissertation Committee, Eric Grass, Urban Studies Program, UWM
2004- 2008 Member Dissertation Committee, Julie Ellis, School of Nursing, UWM
2007 -2009 Member Dissertation Committee of Nursing, UWM
R.J.V. Montgomery
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2007 - 2008 Stacey Barnes, MGS, Director, Wisconsin Geriatric Education Center
Marquette University School of Dentistry
2000 Chair, Jenny Heying Zhan, Sociology, University of Kansas
1999 Chair, Debra Dobbs, Sociology, University of Kansas
Master’s Theses
2009 Member Thesis Committee, Laura MacBride, Department of Sociology, UWM
2001 Member Thesis Committee, Lisa Hall, Sociology, University of Kansas
2000 Chair Thesis Committee, Jay Schaefer, Sociology, University of Kansas
1999, Member Thesis Committee, Marie Savundranayagam, Gerontology, University of Kansas
Courses Taught
Sociology of Aging, Sociology of the Family, Undergraduate and Graduate Research Methods,
Applied Research and Theory in Gerontology, Family, Aging & Social Policy, Dependency
Across the Life Cycle, Criminology, Cultural Anthropology, Delinquency, Human Community,
Introductory Sociology, Capstone in Applied Gerontology, Family & Long Term Care
OTHER PROFESSIONAL ACTIVITIES
Editorial and Grant Reviewing Activities (Since 2000)
2009- Present Editorial Board. Journal of Aging and Social Policy
2000 -2009 Reviewer for Alzheimer’s Association Grant Applications.
2001 Editor, Special Issue: “A New Look at Respite Programs: Utilization,
Satisfaction and Development.” Home Health Care Quarterly New York:
Hawthorn Press 20, 3/4.
1996-2000 Co-Editor, Encyclopedia of Sociology. NY: MacMillan Publishing
Company.
Consulting Reviewer For:
Aging and Social Policy
Alzheimer Disease and Associated Disorders
Family Relations
The Gerontologist
Health Care Financing Review
Journal of Aging and Health
Journal of Aging and Public Policy
Journal of Aging and Social Policy
Journal of American Medical Association
Journal of Applied Gerontology
Journal of Family Issues
Journal of Gerontology: Social Sciences
Journal of Marriage and Family Relations
R.J.V. Montgomery
Page 21 of 21
Medical Care
Psychology and Aging
Research on Aging
Sociological Quarterly
Invited Participant at Meeting Sessions
“2010 Next Steps Think Tank: Adult Day Services.” University of Wisconsin-Milwaukee Center
on Age & Community. Milwaukee, WI, October, 2010.
“National Leadership Summit: Building Capacity and Coordinating Support for Family
Caregivers and the Long Term Supports and Services Direct Service Workforce.” Centers of
Medicare and Medicaid Services (CMS) and Community Living Initiative’s Workforce and
Caregiving Workgroup. Washington, DC. September 2010.
Invited Participant/Speaker, “The Alzheimer’s Disease Supportive Services Program Grantee and
Partner Meeting.” Alzheimer’s Disease Supportive Services Program. Arlington, VA. June 2009.
“2008 Think Tank, Partnerships in Aging and Family Caregiving: Getting Innovation into Practice.”
University of Wisconsin-Milwaukee Center on Age & Community. Milwaukee, WI, 2008.
“Creative Expression and Dementia Care: Moving Forward in Research.” University of
Wisconsin-Milwaukee Center on Age & Community. Milwaukee, WI. June, 2006.
BOARD AND COMMITTEE MEMBERSHIPS
2007- Present Editorial Board, Journal of Aging & Social Policy
2000- Present Member, Rosalynn Carter Institute: Expert Panel on Caregiving Across the Life Span
2000- Present Member, Advisory Board, National Caregiver Support Program, Administration
on Aging
2006-2008 Member, Prevention Research Work Group, CDC Initiative Public Health Plan to
Address Healthy Brain Issues.
2005- 2007 Member, BSS Section Distinguished Career Award Subcommittee,
Gerontological Society of America. (Chair 2007)
2004-2006 National Research Mentor, Hartford Geriatric Social Work Program
Signature Date
__________________________________________________ _____________________
Rhonda J. V. Montgomery