2017 CEO Academy Agenda

CEO Academy
2017 CEO Academy
January 29-February 1, 2017
Safety Harbor Resort and Spa
     Safety Harbor, FL

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Sunday, January 29, 2017

6:00 pm Welcome Reception

Meet new colleagues and reconnect with others in a relaxed, social networking atmosphere.

Monday, January 30, 2017

8:00-9:00 am Breakfast Served – at your leisure

9:00-9:15 am Opening Devotion – Pastor Mark Huber, Sanctuary Marshfield Church

9:15-9:45 am Welcome and Introductions – Alesia Frerichs, Vice President of Member   
Engagement, Lutheran Services in America

9:45-10:30 am Realizing The Future – Jim Bildner, Senior Research Fellow at the Center for Public Leadership at Harvard University and Adjunct Lecturer in Public Policy at the Harvard Kennedy School, explores how visionary leaders look to the future, define what’s coming next, and drive change with stakeholders. Bildner examines the ways successful leaders weigh opportunity versus risk, lead the way in innovation, and position their organizations for the future. Bildner guides leaders in examining their own practices and opportunities through interactive exercises and group discussion.

10:30-10:45 am Break

10:45 am-12:00 pm New Realities, New Opportunities – In this new reality, thelines between for-profit and not-for-profits are increasingly blurred. What are the implications for new models of service and profitability, when change is the only certainty? Bildner explores lessons learned from resilient, reinvented companies that are constantly innovating, and how they can be applied to the health and human services sector.

12:00-12:45 pm Networking Lunch

12:45-1:45 pm Case Study: Emerging Services And Business Models –Amidst growing demand for services and increased competition from for-profit companies, David Fenoglietto, President and CEO, Lutheran Senior Life; Vickie Thompson-Sandy, Samaritas; and Edward Coleman, President and CEO of Bethel New Life; will share their perspectives on ways social ministries engage in innovative business models, develop new services, and invest in capital to achieve competitive advantage and viability.

1:45-2:30 pm Interactive Personal Leadership Exercise – Luanne Fisher
Dr. Luanne Fisher, President and CEO, Liberty Lutheran, leads an interactive exercise that gives participants quick interactions with a large number of participants and provides insight into their leadership approach.

2:30-2:45 pm Break

2:45-3:45 pm Facilitated Discussion – Jim Bildner
How is the role of the CEO changing for a new reality and in an increasingly complex environment? 

3:45-4:30 pm Case Study: Driving Strategy, Driving Results – Stephanie Chedid and Ted Goins
Join Stephanie Chedid, President and CEO of Luther Manor, and Ted Goins, President and CEO of Lutheran Services Carolinas, as they describe how they are repositioning their organizations to meet the ever-changing needs of their communities and how their services, workforce, and organizations are evolving. 

4:30-4:45 pm Devotion – Pastor Huber

6:00 pm Group Dinner
The intent of the group dinner is to give members an additional opportunity to network by informally introducing and recognizing new members, as well as celebrating other member milestones. 

Tuesday, January 31, 2017

7:30-8:30 am Breakfast Served – at your leisure

8:30-8:45 am Devotion – Pastor Huber

8:45-10:30 am Getting From Here To There – Jim Bildner highlights ways successful leaders identify and move promising practices forward through an interactive discussion and exercise. Bildner explores evaluating potential opportunities for large-scale change that dramatically alter your organization's path forward, including ways nonprofits of the future are looking at mergers and acquisitions, partnerships, and joint ventures.

10:30-10:45 am Break

10:45 am-12:00 pm Repositioning the Organization's Culture – Dr. Jeremy Kohomban
Dr. Jeremy Kohomban, President and CEO of The Children’s Village and the President of Harlem Dowling, is widely recognized as a leader who effectively blends service innovation and mission with pragmatic business sense. Jeremy shares his experience and the role he played in shaping the culture with board, staff, and stakeholders to provide services in new ways, effectively positioning the organization to be a leader in achieving its mission while expanding its programs and impact.

12:00-1:00 pm Networking Lunch

1:00-1:45 pm Diversity: It’s the Future – Darrell Gordon
In creating an organization that looks to the future, leaders must think about diversity in all areas: workforce, clients, board, and leadership. Organizations that are deliberate in nurturing talent to build a diverse leadership pipeline, create ways to hear from all stakeholders, and cultivate board diversity are the organizations that will thrive in the future. Darrell Gordon, President and CEO of Wernle and frequent speaker on diversity issues, shares strategies and best practices to promote diversity and inclusion through interactive discussion and exercises.

1:45-2:30 pm Case Study: When Scarcity Drives Innovation – Linda Timmons
A stable workforce and customer satisfaction are two of the biggest challenges for the sustainability of today’s nonprofits. But when does a challenge become an opportunity? Linda Timmons, President and CEO of Mosaic, shares how these challenges are leading to redefining her organizational strategy, services, and workforce, and how she plans to accomplish this in a two-year time period. 

2:30-2:45 pm Break

2:45-3:15 pm Case Study: Tough Choices, Strategic Choices – Mark Stutrud
When leaders are forced to make tough choices, there are two ways to move forward: through small, incremental change or by developing bold strategy to meet change head-on.  Mark Stutrud, President and CEO of Lutheran Social Services of Illinois, discusses his strategy around where to cut back, where to grow, and where to invest for long-term viability. 

3:15-3:45 pm Case Study: Building the Airplane While Flying It – Sam Sipes
When scaling quickly, infrastructure and organizational capabilities can lag behind, causing missed opportunities. Sam Sipes, CEO of Lutheran Services Florida, discusses the challenges of developing systems and processes while working against a ticking clock.

3:45-4:00 pm Devotion – Pastor Huber

4:00-5:00 pm One-to-One Walks
Traditionally one of the most rewarding aspects of the CEO Academy, new and experienced CEOs are matched together for an outdoor walk to discuss issues, share ideas, and foster relationships.

4:15-6:15 pm Senior Services Working Group Meeting
If you are not currently involved with this group and would like to learn more, please contact Alesia Frerichs at afrerichs@lutheranservices.org.

Free Evening
Enjoy all of the amenities that the Safety Harbor Resort and Spa has to offer, including golf, tennis, gym amenities, and biking; take a dip in the pool or whirlpool; take a leisurely stroll around the historical and lovely grounds; or relax and be pampered in the award-winning spa. If you’d like to venture, take a short walk to the picturesque town of Safety Harbor to enjoy some local flavor, including quaint restaurants and shops.

Wednesday, February 1, 2017

7:30-8:30 am Breakfast Served – at your leisure

8:30-8:45 am Devotion – Pastor Huber

8:45-10:30 am Future Forward: Transforming Your Board’s Strategic Thinking – Susan Meier, Senior Governance Consultant, BoardSource
In an increasingly competitive and complex environment, having a strategic board is critical. This session, led by Susan Meier, Senior Governance Consultant at BoardSource, explores ways effective boards achieve both their strategic and generative work, identify future trends, and partner effectively with the CEO. Susan will share tools and case studies that can be used to optimize your board’s potential.

10:30-10:45 am Break

10:45-11:45 am Large Group Discussion Facilitated by Susan Meier, BoardSource
Join us in this highly engaging session to discuss the board’s role in sparking organizational change, and learn how your peers are achieving impact with their boards.
11:45 am-12:45 pm Lunch and Evaluation Completion

12:45-1:45 pm Charting New Strategy With Your Board – Bob Rundle, Jason Cronk, Paul Miles, Moderated by Charlotte Haberaecker
The world of health and human services is increasingly complex, and board members are sometimes challenged to understand emerging business models and services models. Join Bob Rundle, President and CEO, SpiriTrust Lutheran; Jason Cronk, President and CEO, Immanuel Lutheran Communities; Paul Miles, President and CEO, Wheat Ridge Ministries; and Charlotte Haberaecker, President and CEO, Lutheran Services in America (moderator) to explore how to recruit, engage, and empower their boards to create effective partnerships. 

1:45-2:00 pm Break

2:00-2:30 pm Open Forum – As the Academy draws to a close, this discussion of participant-driven topics is facilitated by one seasoned and one new CEO.

2:30-2:45 pm ClosingCharlotte Haberaecker, President and CEO, Lutheran Services in America

Agenda as of December 16, 2016