Safety Harbor Resort & Spa
105 N Bayshore Drive
Safety Harbor, FL 34695
Updated as of February 20, 2015; agenda subject to change.
Sunday, February 22, 2015
6:00-8:00 Evening Opening Reception- Pool Deck of the Safety Harbor Resort & Spa – mix and mingle with colleagues in a relaxed atmosphere
Monday, February 23, 2015
9:00-9:30 Welcome, Devotion, and Introductions – Mr. Shannon Steene, Lutheran Services in America
9:30-10:30 Thriving in the Changing Marketplace – Dr. James Johnson, Professor of Strategy & Entrepreneurship at UNC-Chapel Hill’s Kenan-Flagler Business School, reviews national trends supported by the latest Census and American Community Survey data and ties these to changes in the market place. He explores recent entrepreneurial approaches and revenue diversification strategies that have led to organizational sustainability.
10:45-12:30 Small Group Discussion and Report Out – Join your peers in a World Café model style session to evaluate changing trends and the opportunities they present. The session ends with Dr. Johnson facilitating a large group discussion on the aggregated learnings.
1:30-2:45 Divide and Conquer – Join Scott Habecker, Chief Operating & Financial Officer of Diakon Lutheran Social Ministries as he describes how the Diakon leadership team determined that greater focus and ability to grow could come by separating their two main service divisions, giving each their own corporate structure and board of directors. Hear how pursuing this strategy is affecting decisions throughout the organization; from program development to engaging new partners.
3:00-4:15 Putting The Pieces Together: From Big Ideas To Implementation – Hear how Lutheran Services Florida's (LSF) CEO and senior team evaluated the changing landscape and identified new funding opportunities that enabled them to grow from $30 million to over $200 million in 5 years. Sam Sipes, CEO and Louis Finney, VP of Head Start/Early Head Start Services, give their perspective on what is needed to nimbly grow staff, service offerings and capacity in rapid response to changes in government policies, and how to identify opportunities for your organization.
6:00 Group Dinner – This informal dinner provides an additional opportunity to connect and expand your network.
Tuesday, February 24, 2015
9:00-9:15 Devotion – John Nunes
9:15-10:15 Leading A Lutheran Social Ministry Organization – A seasoned speaker, educator and former President and CEO of Lutheran World Relief, John Nunes shares his insights and considers how leading a Lutheran social ministry enriches and informs the decisions our organizations face.
12:30-1:00 Making the Hard Choices – Hear how significant contract reductions for Lutheran Services in Iowa (LSI) added urgency to the need for transformation while continuing to live their mission. LSI Vice President of Administration Mike Buck will introduce the real-life scenario that caused LSI to rethink their long-term approach and viability. The session will be facilitated by Glenn Miller, VP for Philanthropy at LSS of South Central PA.
1:00-1:30 Small Group Problem Solving– Channel your creativity and craft an approach to address the challenges that LSI faced.
1:30-2:20 Large Group Discussion and Case Study Resolution– Come together to hear recommendations from other groups, and learn the course of action chosen by LSI including lessons learned and where they are today.
3:15 Networking/Free Time – Another opportunity to network with colleagues, continue discussion and conversations, catch up and enjoy Safety Harbor.
Wednesday, February 25, 2015
9:15- 10:45 The Role of the Nonprofit Senior Executive in The Age of Transformation– Join Jeff De Cagna, Chief Strategist & founder of Principled Innovation, in a lively discussion and deep dive into the challenges of building truly thrivable 21st century nonprofit organizations. De Cagna highlights the importance of increased organizational collaboration and the role of senior executives in collaborating effectively with their leadership team, CEO and Board to achieve success.
11:00-12:30 Leading Through Transformation – Led by De Cagna, this interactive workshop leverages role playing, small group discussions and other exercises to explore ways leaders can encourage their board, CEO and staff to think differently.
12:30 – 1:30 Lunch
1:30-1:45 Enabling Transformation through the Network– Charlotte Haberaecker, President and CEO of LSA leads a discussion on the different ways to mobilize the LSA network to achieve transformation.
1:45-2:45 Business Model Adjustments: Three Examples– Join a moderated panel discussion to hear practical wisdom from three different LSA member organizations that adjusted their business models to promote sustainability.
Michael Alden, Ascentria Care Alliance’s VP of Business Development, Rich Gitlen, Liberty Lutheran’s VP of Community Services and Executive Director of Lutheran Children & Family Service and Vickie Thompson-Sandy, LSS-MI’s President speak about changes made to their business models. The panel will be moderated by Mike Bertrand, EVP & COO of Lutheran Child & Family Services of IL.
3:00-3:45 Open Forum – The Summit draws to a close with a discussion of participant-driven topics.
3:45-4:00 Evaluation and Closing – Ms. Charlotte Haberaecker.
For program questions or concerns, please contact Alesia Frerichs at 202-499-5823.