2016 LSA Annual Conference Agenda

2016 LSA Annual Conference
April 25-28, 2016
Hilton Minneapolis
Minneapolis, MN

General | Agenda | Speakers | Registration | Travel | Become a Sponsor or Exhibitor
Look Who's Coming | Resources

Sessions and social events are open to all conference attendees unless otherwise noted. Some events require an additional registration or fee, which are indicated. Please contact kroque@lutheranservices.org for more information or assistance.

Click here for a printable, PDF version of the agenda >


Pre-conference Activities

LSA Midwest Disaster Consortium

12:00-5:00 pm
Working meeting, by invitation only for members of the Midwest Disaster Consortium. Please contact TJ Cantwell at tcantwell@lutheranservices.org for additional information.

LSA Children, Youth and Families Provider Exchange

Monday, April 25, 12:00-5:00 pm
Tuesday, April 26, 9:00-11:45 am
LSA Children, Youth and Families Provider Exchange, Sponsored by The Annie E. Casey Foundation. By invitation only. Please contact Alesia Frerichs at afrerichs@lutheranservices.org for additional information.

LSA Disability Network: Host Homes Work Group Meeting

Monday, April 25, 1:00-4:00 pm
By invitation only (for LSA-DN Members). Please contact Sarah Meek at smeek@lutheranservices.org for additional information.


Learning Tour - Welcoming New Americans to our Communities

This event is currently at capacity. 

8:30-11:30 am
Join us for an experiential learning tour in Minneapolis/St. Paul on the topic of refugee resettlement. All are welcome to attend and learn more about how LSA members, working in partnership with Lutheran Immigration and Refugee Service, are innovating to serve the needs of newly arrived Americans and their communities. All social ministry organizations can benefit from the discussion on how to create an environment of inclusion, building support in a community and developing programs that benefit the mission and people served.

Please note space is limited to the first 50 registrants. This is an optional and complimentary activity for people registering for the full conference or the Tuesday/one day option.  Please indicate when you register that you wish to participate in the tour.

LSA Disability Network Meeting

Tuesday, April 26, 8:30-11:45 am

By invitation only (for LSA-DN Members). Please contact Sarah Meek at smeek@lutheranservices.org for additional information.

The conference officially kicks off with the Tuesday lunch and plenary session.

Seated Lunch and Keynote Presentation

Jonathan Reckford, Chief Executive Officer, Habitat for Humanity International

12:00-2:30 pm
Under Jonathan Reckford's leadership, Habitat for Humanity International has grown from partnering with 25,000 families annually to more than 300,000 a year in the U.S. and more than 70 countries. Hear Reckford describe his faith-inspired journey and the innovative, cross-sector partnerships that expanded the vision of Habitat for Humanity and its scope of services, reaching new audiences of diverse faiths.

Breakout Sessions - 2:45-4:15 pm

Session A1: Leading for the Future: Strengthening the Board-CEO Partnership

In today's competitive reality, organizational leaders and boards need to be fully aligned. Forward-thinking boards develop a rich comprehension of what matters to the organization's work, where it needs to go and the revenue model for success, and the role of the board in maximizing success, while honoring the Lutheran tradition of mission. Designed for both senior leaders and board members, this session focuses on practical strategies to collaborate more effectively and spark innovative thinking. Peer board members and CEOs will share their experience of learning together, reframing their thinking, and developing strategies to position the organization for the future to achieve greater impact.

Moderator: Alice Korngold, CEO, Korngold Consulting

Panelists: Kurt Senske, President and CEO, Upbring; Ted Goins, President and CEO, Lutheran Services Carolinas; Eric Hoyle, Board Chair, Lutheran Services Carolinas

Session A2: Show Me the Money: Pioneering Business and Investment Models

Lutheran social ministry organizations are operating in a reality in which nonprofit financing tools are constantly evolving, and innovative business models and social enterprise are important factors to ensure long-term sustainability. This session examines a broad range of creative business models to connect money to mission. Gain perspective in designing pay for success models, fee for service pricing, negotiating with health systems and emerging CDFI models to support capital and program investments.  Hear from colleagues and expert practitioners as they discuss real life case studies and how other organizations are generating revenue in new and different ways.  

Moderator: Antony Bugg-Levine, CEO, Nonprofit Finance Fund

Panelists: Jeri Schoonover, Chief Service Officer, Lutheran Social Service of Minnesota; Vickie Thompson Sandy, President, Samaritas

Session A3: Lessons Learned from New Health Care Partnerships

In today's ever-changing healthcare landscape, strategic partnerships between hospitals, physician groups, providers, and other influencers are becoming increasingly important. Hear how health systems, ACOs and MCOs work from the perspectives of providers and payers. How do you position post-acute care, behavioral health and other services, and ensure that the sharing of costs, resources, and expertise result in better patient-centered care across the continuum?  Hear promising practices, challenges to anticipate, and lessons learned (both positive and negative).

Moderator: Nicole Fallon, Director of Health Care Partnerships, CliftonLarsonAllen

Panelists: Dr. Carrie Nelson, Senior Medical Director for Advocate Physician Partners; Dave Horazdovsky, President and CEO, The Evangelical Lutheran Good Samaritan Society; Dr. Mark Purtle, Vice President of Medical Affairs, UnityPoint Health

Session A4: Planning for Change: DOL’s Proposed Overtime Pay Rule

The Department of Labor (DOL) proposed rule to increase the number of workers who are eligible for overtime pay by increasing the white collar exemption salary threshold from $23,660 to $50,440 is expected to be finalized in mid-2016. This rule will have significant implications on compensation strategy and budgets for nonprofits across the country. Learn what these changes could mean for your agency, how other LSA members are planning for implementation, and what you can do now to prepare.

Panelists: Linda Timmons, President and CEO, Mosaic; Jewelie Grape, Attorney at Conner & Winters LLP; Jessica Thomasson, CEO, Lutheran Social Services of North Dakota

Evening Activities

Worship Service

5:00-6:00 pm
Location: Messiah Lutheran Church at The Center for Changing Lives
Transportation will be provided.

Connect the Dots Reception

6:30-8:30 pm
You're invited to an evening reception to celebrate the strength and vibrancy of the LSA network! Please join us for appetizers and refreshments, and to mingle and network with colleagues from social ministry organizations from across the country. LSA will recognize our Networks, Working Groups, and Communities of Practice during this relaxed social event.

Location: American Swedish Institute


Annual Meeting Seated Breakfast

8:30-10:00 am
Join us for breakfast and the LSA 2016 Annual Meeting, including updates from the Board of Directors and LSA President and CEO Charlotte Haberaecker.
Open to all conference attendees.


10:00-10:30 am

Keynote Presentation

Jonathan Lever,  Executive Vice President, Chief Membership & Programs Officer, YMCA of the USA (Y-USA)

10:30 am-12:00 pm
In the last 5 years, the Y-USA (formerly known as the YMCA) has evolved its traditional model of community service and is now a recognized national partner in tackling chronic health conditions. Join Jonathan Lever as he describes how the Y-USA, in partnership with its local affiliates and Indiana University School of Medicine, redefined and scaled a National Institute of Health evidenced-based model dependent upon health professionals working one-on-one with at-risk individuals into a lower-cost group model led by trained community instructors. Critical to the success of this effort was the Y-USA's ability to create a sustainable funding model for the program that leveraged the affiliates' existing infrastructure and positioned the network to deliver the same results to national health partners at one-fourth the cost. 

Taste of Minnesota Buffet Lunch

12:00-1:30 pm 
If you are not an LSA member CEO attending the CEO Lunch and Roundtable, and you do not choose to attend the Planned Giving Luncheon, please join us for the Taste of Minnesota Buffet Lunch.

Planned Giving Luncheon:  ELCA Foundation Serving Lutheran Social Ministry

12:00-1:30 pm

How are you encouraging people in your community to include your organization in their legacy giving? This session focuses on effective approaches to implement, launch and/or upgrade your legacy giving program. Hear how the ELCA Foundation and ELCA-affiliated Lutheran social ministry organizations partner with congregations, synods, and other ELCA related organizations to explore the variety of possibilities to give generously and plan with people in congregations on legacy gifts. The ELCA Foundation provides expertise as well as resources, financial education and investment and endowment management services to help people joyfully answer the call to boldly make a difference in the lives of people and communities. 

Speakers: Annette Shoemaker, Director, ELCA Foundation; Rev. Alan Erdman, President & CEO, Lutheran Family Children Services of Missouri; Rev. Glenn Miller, Vice President of External Relations, SpiriTrust Lutheran

CEO Roundtable and Luncheon

12:00-1:30 pm
By invitation only to LSA member CEOs

Breakout Sessions - 1:30-3:00 pm

Session B1: Social Ministry in the ELCA

The ELCA is involved in a conversation about our future. Called Forward Together in Christ, it is a process for the Evangelical Lutheran Church in America to explore and find answers to some big questions. It is not about reinventing the ELCA – but rather looking to the future and asking whether we are clear about who we are and what is most important as we journey together as a church in today’s world. Come join the conversation at the LSA Conference.

Session B2: CYF Community of Practice- Center for the Study of Social Policy -- Well-Being on a National Scale 

How do we truly know if we’re making a difference in the lives of at-risk children and youth?  Join the CYF working group and Sarah Morrison of The Center for the Study of Social Policy as we explore ways to enhance and measure the well-being of at-risk children and youth so we can have a greater positive impact on their lives and shape national policy and funding decisions.  All members engaged in providing children, youth and family services are invited to participate. Please contact Alesia Frerichs at afrerichs@lutheranservices.org for more information.

Session B3: Desperately Seeking Talent: Recruiting and Retaining Qualified Staff

Many health and human organizations struggle to find and keep skilled staff, especially direct service staff. Given increased competition and rising wages from for-profit providers determined to attract skilled workers, how can nonprofit providers manage to recruit and keep talented workers? Learn how leading service sector companies, nonprofit organizations, and others use innovative, low-cost ways to recruit, retain, and engage qualified workers in their mission. 

Moderator: Amy Falink, Senior Lecturer, Work and Organizations, University of Minnesota

Panelists: Bradford Turner-Little, Director of Strategy, Goodwill Industries International, Inc.; Luanne Fisher, President and CEO, Liberty Lutheran

Session B4: The Future of Senior Services: Is the Sky Really Falling?

In today's new healthcare reality the only constant is change. Hear from leading peer organizations about strategies to position their organizations for the future, through technology innovation, market acquisitions and new care models. Gain valuable frank insight on what has worked, how change is funded and lessons learned. You'll leave understanding what is important to survive and thrive long-term in the senior services space.

Moderator: Dan Hermann, Senior Managing Director and Head of Investment Banking, Ziegler

Panelists: David Gehm, President and CEO, Wellspring Lutheran Services; Mark Thomas, President and CEO, Ebenezer Society; John Kotovsky, President and CEO, Lutheran Senior Services; Kathryn Roberts, President and CEO, Ecumen

Session B5: Public Policy Advisory Committee

By invitation only; committee meeting for members of the LSA Public Policy Advisory Committee. Please contact Lindsey Copeland at lcopeland@lutheranservices.org for additional information.

Breakout Sessions - 3:30-5:00 pm

Session C1: Harnessing the Faith: Engaging Congregations and Communities

How are congregations and community partners energized and strengthened by social ministry? This session explores joint initiatives between social ministries, communities, and congregations that are designed to spur greater community service, innovation, and involvement. Hear how peer organizations are collaborating with Lutheran congregations and other faith-based groups, whether it be by combining new models of service with new models of worship, exploring shared efficiencies, or collaborating on community-based projects to bring about sea change. Learn from peers and share your own stories and lessons learned about high-impact collaborations that have strengthened congregations and social ministries.

Moderator: Bishop Michael Burk, Southeastern Iowa Synod

Panelists: Jodi Harpstead, President and CEO, Lutheran Social Service of Minnesota; Rev. David Maack, Executive Director, Lutheran Mission Society; Paul Pribbenow, Ph.D., President, Augsburg College

Session C2: Advisory Board Panel on Population Health

Did you know that Lutheran social ministries are the largest faith based group supporting seniors in the country? How can we ensure that the mission of compassionate care is sustained through these rapidly changing times? The LSA Senior Services Working group invites all providing services for older adults to attend this in-depth discussion exploring how senior service providers are adapting care management and population health strategies and realizing new revenue streams and greater client satisfaction. Led by Kristen Barlow of The Advisory Board, a recognized leader in value-based care consulting for health care providers, this session examines successful strategies and provides the opportunity to ask questions and explore detailed case studies, understanding what strategies have met with success and where there is opportunity.  

All members of the Senior Services Post-acute Care Working group are invited to participate. Please contact Alesia Frerichs at afrerichs@lutheranservices.org for more information.

Moderator: Kristen Barlow, Senior Consultant, The Advisory Board Company

Session C3: New Rules for Home and Community-based Services: State Implementation of CMS' HCBS settings Rule - Open Forum on Disabilities and Aging

In January 2014, the Centers for Medicare and Medicaid Services released the long awaited final rule defining home and community-based settings for all waiver services. This rule is a game changer for all disability and aging services providers that support people in the community. Now all states have submitted transition plans to CMS describing their implementation plan for the new rule. Fay Gordon, Staff Attorney for Justice in Aging, will moderate a panel of state Medicaid officials to explore best practices in the transition plans. Learn about how these plans can be used to initiate state systems change, how states are best determining "heightened scrutiny," and successful models of public comment.

Moderator: Fay Gordon, Staff Attorney, Justice in Aging

Panelists: Barbara LeRoy, Ph.D. Associate Professor, Developmental Disabilities Institute, Wayne State University; Bob Weir, Medicaid Home and Community-Based Policy Analyst at the Oregon Department of Human Services, Aging and People with Disabilities; Alex Bartolic, Director of Disability Services Division, Minnesota Department of Human Services;

Session C4: Ignite a Vibrant Network of Passionate Partners: Jeffersonian Dinner

Back by popular demand, Jennifer McCrea (recently dubbed "The Billionaire Whisperer" by Bloomberg Pursuits) returns this year to take a deep dive on a highly effective technique—the Jeffersonian Dinner model—proven to help any non-profit organization grow fruitful relationships with new partners and strengthen relationships with existing donors. The Jeffersonian Dinner concept reveals an existing or prospective partner's values, interests, what would motivate them to become more involved, and what in their life has led them to want to support your organization's mission in the first place. The Jeffersonian Dinner brings together 10-12 guests for an active dinner experience at a person's home. The dinner format stimulates meaningful whole table conversation to foment discussion around a cause at your non-profit organization. At this session, you'll get inside tips on how to use this powerful tool to create new connections, inspire action, and generate tangible results that increases giving and grows participation from individuals – and don't forget to register for the Jeffersonian Dinner to experience it for yourself!

Panelist: Jennifer McCrea, Senior Research Fellow at the Hauser Center for Nonprofit Organizations at Harvard University and Founder of Exponential Fundraising 

Evening Activities

Worship Service

5:15-6:15 pm
Location: Hilton Minneapolis

LSA Thank You Reception

6:30-7:30 pm
By invitation. LSA takes this opportunity to thank and recognize our generous supporters.
Location: Thrivent Financial Corporate Center

Experience a Jeffersonian Dinner as a Guest

7:30-8:30 pm
Cost: $40 per person | Space is limited to the first 40 registrants

This event is currently at capacity

Please note you must be registered for the full conference in order to sign up for this event.

Experience the Jeffersonian Dinner as a guest and gain practical tips for its implementation from the experts. What is a Jeffersonian Dinner? It's a dinner with a twist! Inspired by dinners held by Thomas Jefferson at his home in Monticello, a Jeffersonian Dinner brings together 10-12 guests for an active dinner experience at a person's home. The dinner format stimulates meaningful whole table conversation to foment discussion around a cause at your non-profit organization. Learn how to use this tool to grow passionate donors who will give more time, talent and treasure to your organization – often generating more gifts from individuals than such traditional fundraising events as the annual gala. 

To better equip you to take the Jeffersonian Dinner back to your organization, this session will be conducted as a "real-life" Jeffersonian Dinner. Guests who sign up for this session will be asked to provide a short biography in advance of the dinner. All guests will receive the biographies of those sitting at their table along with the question for the whole table dinner discussion. Come prepared to share your personal story and stimulate active discussion with your fellow dinner mates. 

Facilitator: Jennifer McCrea, Senior Research Fellow at the Hauser Center for Nonprofit Organizations at Harvard University and Founder of Exponential Fundraising 

Location: Mission American Kitchen and Bar

If you have any questions about this event, please contact Deborah Hoesly @dhoesly@lutheranservices.org


LSA Disaster Network Breakfast

7:30-8:45 am
Featuring Bob Ottenhoff, President and CEO, Center for Disaster Philanthropy

The LSA Disaster Network subgroup will convene to learn what the current and future disaster philanthropy landscape looks like from Bob Ottenhoff, President and CEO of the Center for Disaster Philanthropy. Members will also discuss the value proposition of the LSA network in resiliency and disaster services.For more information contact T.J. Cantwell, TCantwell@lutheranservices.org

Buffet Breakfast

8:00-8:45 am

Keynote Presentation

Dr. Kathryn Edin, Bloomberg Distinguished Professor of Sociology, Johns Hopkins University

9:00-10:30 am
Dr. Kathryn Edin, one of the nation's leading poverty researchers, working in the domains of welfare and low-wage work, family life, and neighborhood is widely known for humanizing the face of poverty, Dr. Edin's most recent work shares the stories of desperately poor households surviving on virtually no income. Join Dr. Edin as she shares her perspective on the vital role steady jobs, safe places to live, community ties and dignity play in lifting people out of poverty.

Dr. Kathryn Edin Book Signing

10:30-11:00 am
Dr. Kathryn Edin will be signing copies of her best-selling book, $2.00 a Day: Living on Almost Nothing in America. Copies will be available for sale.

Breakout Sessions - 11:00 am-12:30 pm

Session D1: Poverty Response Panel with Kathryn Edin

Join plenary speaker Dr. Kathryn Edin and other to discuss what we -- as individuals, organizations, and a national network of health and human service providers -- can be doing to achieve security for the economically vulnerable.

Moderator: Angela Bovill, President and CEO, Ascentria Care Alliance

Panelists: Drew Genszler, President and CEO, Lutheran Metropolitan Ministry; Valarie Ashley, Executive Director, Southeast Ministry; Dr. Kathryn Edin, Bloomberg Distinguished Professor of Sociology, Johns Hopkins University; Dr. Lori Vallelunga, President and CEO, Bethel New Life

Session D2: Words Matter: Building Support for Health & Human Services

The way we talk about our mission can have an outsized impact on driving support for your organization. Communications can be incredibly powerful, and the way we 'frame the discussion' around human services is evolving. The Frameworks Institute, working with the National Human Services Assembly, has led a multi-year research project to map the gaps between how we as nonprofits present ourselves and how the public perceives the message – the results may surprise you. This session reviews the "National Reframing Initiative" findings at a high level, reviews the point of view from nonprofit leadership and a marketing expert to explore how we can all be more effective in how we build support for social ministry, including connecting attendees to valuable tools and resources.

Moderator: Jon Pratt, Executive Director, Minnesota Council of Nonprofits

Panelists: Moira O'Neil, Ph.D., Director of Interpretation and Senior Researcher, FrameWorks Institute; Kathy Tunheim, President & CEO, Tunheim Agency; Special guest Irv Katz, Interim CEO, National Human Services Assembly (NHSA) 

Session D3: Social Ministry in the LCMS

Engage with The LCMS Office of National Mission (ONM) around Synod-wide efforts to connect with the program ministries of other agencies. Interact with ONM staff to learn about the new initiative related to youth ministry, in particular the emerging Lutheran Young Adult Corps.

Session D4: The Foundation's Perspective:  What Creates Meaningful Change?

Foundations and their grantees are both committed to effecting change. Join a distinguished roster of senior foundation executives from four national foundations as they share how they view change in the health and human services sector. Each foundation will share their approach, innovative strategies and ideal partnerships that advance missions and transform the lives of people and communities. Panelists will offer a framework describing their goals, priorities, and key philanthropic initiatives. 

Moderator: Leah Lundquist, Program Manager-Leadership Development, Minnesota Council on Foundations

Panelists: Michael Shaw, Program Officer, The Kresge Foundation; Nora OBrien-Suric, Ph.D., Senior Program Officer, The John A. Hartford Foundation; Teresa Markowitz, Vice President, Center for Systems Innovation, The Annie E. Casey Foundation; Courtney Smith, Program Associate for Resilience, The Rockefeller Foundation

General | Agenda | Speakers | Registration | Travel | Become a Sponsor or Exhibitor
Look Who's Coming | Resources