2015 Annual Conference Agenda

2015 Annual Conference
Hyatt Regency San Antonio
123 Losoya Street
San Antonio, TX 78205
April 20-23, 2015

| Speakers | Registration | Travel | CHRM Conference | Sponsors | Look Who's Coming | Resources

The 2015 LSA Annual Conference celebrates the strength of Lutheran social ministry and our network of health and human service providers, united in our call to transform lives and communities. Attendees benefit from the innovations, best practices, thought leadership, strategies and rich resources presented by an impressive line-up of sought-after speakers and leaders from across the public, private and nonprofit sectors. This yearly gathering brings together hundreds of nonprofit leaders from around the U.S. to build on and celebrate LSA's national, strong and trusted network.

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

Download the Schedule at a Glance Here

MONDAY APRIL 20, 2015   

Council for Human Resource Management Network Conference - Strengthening Tomorrow Through Organizational Competencies

Monday, April 20 – 12:00– 5:00 pm

Tuesday, April 21 – 8:30 am-3:45 pm

Description: Join the Council for Human Resource Management (CHRM) for a program that will help you strengthen your culture.  You will hear how to define and create the competencies you need for your team to be successful from an expert in the area, Dr. T.J. Titcomb, and this session has been approved for 4.5 HRCI business credits. We will also have a panel of leaders from three Lutheran organizations talking about how they use the competencies to hire, orient, and keep the best team members.  And finally, hear from nationally recognized expert, Christopher Ridenhour, about how to get your leaders to strengthen the culture.  The day and a half program is rounded out with a legal update on today's current HR issues. 

T.J. Titcomb, PhD, Organizational Development Consultant at Cargas
Christopher Ridenhour, Director of Employee Engagement at Liberty Lutheran
Robert E. Bettac, Attorney and Mark McNitzky, Attorney, Ogletree, Deakins, Nash, Smoak & Stewart, P.C. 

Price: $175 (not included in the general Annual Conference registration; separate registration required) 

Midwest Disaster Consortium Meeting 

12:00 – 5:00 pm

By invitation (for members of the Midwest Disaster Consortium)

LSA-DN Host Homes Meeting

1:00 – 4:00 pm

By invitation only


LSA Public Policy Advisory Committee Meeting

7:30-9:00 am

By invitation (for PPAC members only)

For more information, contact Lindsey Copeland, lcopeland@lutheranservices.org

Innovation Tour and Breakfast

8:30 – 11:30 am

Description: Tour EastPoint Neighborhood, San Antonio's highly touted place-based initiative. Join LSA's Children Youth & Families Work Group for a bus tour to San Antonio's nationally recognized, award-winning place based initiative  that integrates a Promise Neighborhood (education focused), a Choice neighborhood (housing focused) and a Promise Zone (economic development focused). Collectively, a broad array of partners are working toward common goals to improve the lives of those living in this historically underserved area. Meet with some of the initiative's leaders and partners, hear how this partnership came together, the lessons learned and how success is measured for the community and the individual families that live in it.

The tour is funded by the generous support of the Lutheran Services for Children Endowment (LSCE) of the ELCA Foundation. Please note: Breakfast is included on this tour and space is limited to the first 35 registrants.

CHRM Network Conference continues

8:30 –3:45 pm

Post-Acute Care Feasibility Assessment 

8:00-12:00 pm

Description: Funded in part by a generous grant from Lutheran Services for the Elderly Endowment (LSEE), principals from the firm of CliftonLarsonAllen (CLA) will lead a facilitated session with the Senior Services Post-Acute Care working group to discuss and evaluate the  feasibility assessment and potential options for implementation. For more information, contact Alesia Frerichs, afrerichs@lutheranservices.org

LSA Disability Network (LSA-DN) Meeting  

9:00-12:00 pm

LSA DN Spring Meeting. By invitation (for LSA Disability Network Members Only)

For more information, contact Sarah Meek, smeek@lutheranservices.org.

Lunch & Plenary Session

12:00-2:30 pm

Kick off the conference with a seated lunch and keynote address on navigating change.

Session Title: Coming Together; Strengthening Communities

Speaker: Dan Cardinali, President of Communities In Schools, Inc.

Real change happens when networks are effectively mobilized.  Effectively scaling to achieve greater impact requires a common purpose, defined roles, and a flexible structure to support community needs. Discover how members aligned around a common purpose, sought continual improvement through the measurement and evaluation of programs, and established a voice in the national education debate.


2:30- 2:45 pm

Breakout Series A – 2:45-4:15 pm

Breakout Session # A1

Session Title: Exponential Fundraising – Building Your Philanthropic Network

Session Description: Transform your approach to philanthropy. Activate your board, staff, and stakeholders and together and make a difference.  Broaden the conversation to include the entire range of resources that organizations need to thrive and grow. Discover how to create a culture that embraces fundraising at all levels and how intentional fundraising can energize and even help focus an organization. Join speaker McCrea (known as "The Billionaire Whisperer") and panelists with established fundraising track records in an active discussion on the topic.

Jennifer McCrea, Senior Research Fellow at the Hauser Center for Nonprofit Organizations at Harvard University and the founder of Exponential Fundraising  
Gene Kaseman, President of Dakota Boys & Girls Ranch  
Dr. Richard E. Herman, President of Wheat Ridge Ministries

Breakout Session # A2

Session Title: Prescription for Change: Convergence in health care and community development

Session Description: Hear how innovative community based models are using intersectoral collaboration to improve the overall health of communities. This session will explore the convergence among the spectrum of stakeholders. Learn how groups including banks, healthcare providers and community based services can align investments and interventions to improve the overall health of a community where health and social inequities are concentrated.

Moderator: Kevin Barnett, DrPH, MCP, senior investigator Public Health Institute
Sara Vernon Sterman, Vice President for Strategic Investments at The Reinvestment Fund
Kathy Hopkins, Senior Vice President, Community Based Programs at Lutheran Healthcare
Edward F. Gerardo, Director, Community Commitment and Social Investments at Bon Secours Health System

Breakout session #A3

Session Title: Advocating for Change – the Evolution of a Successful Policy Campaign

Session description: Effecting policy change through targeted advocacy is complex. From the launch of a campaign to its implementation and sustainability, hear from groups with experience in each of these distinct stages.  Learn how LSS of the South is building on its new identity and strategic focus to drive transformative change in breaking the cycle of child abuse. Examine a successful 2014 Minnesota initiative advocating rate increases for home and community based services, The 5% Campaign, and learn how advocates in Texas are working to sustain momentum around and support for the state's five-year Medicaid demonstration waiver - The Health Care Transformation and Quality Improvement Program - amid the ever-changing political landscape. This session covers the various approaches to and phases of a successful advocacy campaign, the lessons learned in each, and practical tips applicable to other states and initiatives.

Knox Kimberly, Vice President, Government and Corporate Relations at Lutheran Social Services of the South
Jeri Schoonover, Chief Services Officer at  Lutheran Social Service of Minnesota
Rosie Valadez McStay, Director, Government Relations & Community Benefits, Texas Children's Hospital
Moderator: Lindsey Copeland, Director of Public Policy and Advocacy at Lutheran Services in America

Breakout session #A4

Session Title: Mission Possible:  Game Changing Ways to Drive Transformation

Session description: Sometimes innovative approaches result in new solutions that dramatically transform lives, make good business sense and allow for more impact and scale.  These innovations have similar traits.  Guided by moderator Suzanne Smith, panelists will share their perspective on how true transformation can be achieved. 

Moderator: Suzanne Smith, founder of Social Impact Architects and co-founder of Flywheel: Social Enterprise Hub
Christie Hinrichs, President and CEO of Tabitha Health Care Services
Bryan Mauk, Director of Social Enterprise for Lutheran Metropolitan Ministries

Worship Service 

5:00-6:00 pm

Location: St. John's Evangelical Lutheran Church, 502 E Nueva St

Connect the Dots Reception 

6:30-8:30 pm

You're invited to celebrate the strength and vibrancy of the LSA network! Please join us for appetizers and refreshments and to mingle and network with friends and colleagues representing social ministry organizations from across the U.S. LSA will recognize our Networks, Working Groups and Communities of Practice during this relaxed social event.

Open to all conference and pre-conference attendees.


Annual Meeting & Breakfast

8:30-10:00 am

Join us for breakfast and the LSA 2015 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

Plenary Session

10:30 am-12:00 pm

Session Title: The New Paradigm: How non-profits navigate the collaboration to merger continuum

Speaker:  Bob Harrington, Partner, La Piana Consulting   

Session description: From assessing organizational readiness to establishing partnerships, to strategic restructuring, there are many options to consider when aligning with another organization. Join plenary speaker Bob Harrington, Partner La Piana Consulting as he highlights the spectrum of possibilities for how, whether and when to join forces with another as well as detailing emerging innovative partnership trends in the non-profit sector.

Taste of Texas Lunch Buffet 

12:00- 1:30 pm

CEO Roundtable & Luncheon 

12:00-1:30 pm

By invitation (for LSA member and associate member CEOs)

Lutheran Leadership Summit Networking Lunch

12:00-1:30 pm

By invitation.

Breakout Series B – 1:30-3:00 pm

Breakout Session #B1

Session Title: Working Partnerships – The LSA Member Perspective

Session Description: Keynote speaker Bob Harrington leads a panel discussion on how LSA members consider different partnership models and the framework used to help determine when a partnership is best for an organization. Panelists will describe how they determine when to partner, the many forms these partnerships can take and which partnership models they have used effectively.

Moderator: Bob Harrington, LaPiana Consulting   
Raye Nae Nylander, Interim Vice President, Affordable Housing at The Evangelical Lutheran Good Samaritan Society  
Jodi Harpstead, President & CEO of Lutheran Social Service of Minnesota  

Breakout session #B2 

Session Title: The Foundation Perspective: What Creates Meaningful Change? 

Session Description: Foundations and their grantees are both committed to change. Join senior leaders from three national foundations as they share how they view change in the health and human services world and the strategies, tactics and ideal partnerships to achieve their mission. 

Teresa Markowitz, Vice President, Center for Systems Innovation, Annie E. Casey Foundation
Christine Robinson, Senior Program Office in Human Services, The Kresge Foundation
Jane Isaacs Lowe, Senior Advisor for Program Development, Robert Wood Johnson Foundation
Moderator: Richard Tagle, CEO of Andy Roddick Foundation

Breakout session #B3

Session Title: Disability Network Open Forum – Opportunities for Innovation with Home and Community Based Services for People with Disabilities and Seniors

Session description: Join others in a discussion around Home and Community Based Services supporting people with disabilities and seniors. Learn and share approaches to shape state transition plans that can make reimbursement policies as favorable as possible, drive positive change and promote collaboration between providers.

Sharon Lewis, ACL Principal Deputy Administrator

Sean B. Burke, a Fellow at the Minnesota Disability Law Center

Breakout session #B4

Session Title: Making Bold Moves When Opportunity Knocks 

Session Description: Disruptive forces oftentimes create new opportunities. Bold moves can lead to big changes in a community. Hear panelists describe how they identified opportunities, funded initial development, evaluated success and scaled new programs.

Dr. Kurt Senske, Chief Executive Officer of Upbring (The New Lutheran Social Services of the South)
Christine Connell, Vice President of Agency Advancement at Lutheran Social Services of New York
Moderator: Angela Bovill, Chief Executive Officer of Ascentria Care Alliance 


3:00-3:30 pm

Breakout Series C – 3:30-5:00 pm

Breakout session #C1

Session Title: Never Let a Good Financial Challenge Go To Waste – Lessons Learned from the Field 

Session description: Financial crisis can hit any organization. In this session, several non-profit leaders discuss how they faced significant financial shortfalls head on and how their organizations emerged with stronger and more resilient business models.

Julie Swanson, President & CEO of Lutheran Family Services of Virginia  
Ted Goins, President & CEO of Lutheran Services Carolinas
Co-moderator: Marci Moore, Principal at Nonprofit Finance Pros
Co-moderator: Pam Williams, Principal at Nonprofit Finance Pros

Break out session #C2

Session Title: When Place-Based Initiatives Are Successful

Session description: Changing a community is no small task.  Learn about one increasingly common strategy - targeting resources to a particular place in order to compound their effect through well-coordinated action and by working with various partners. This session profiles several successful place based initiatives, their goals, funding models and the partnerships that made them successful. 

Moderator: Akilah Watkins-Butler, Associate Director at Center for Study of Social Policy
Mike Etienne, Director of EastPoint (multi-pronged San Antonio place based initiative)
Lori Vallelunga, President & CEO of Bethel New Life

Breakout session #C3

Session Title: Storytelling in the Digital Age

Session description: Telling the story of your organization is important, and when done well, can be extremely effective in helping you reach your goals – so why is it so challenging? Come talk with our panel of experts about how best to reach your audience, why you need to think about everyone as a potential storyteller, communicating change, and measuring success. We'll talk about trends and proven techniques for everything from social media to blogs to selfies. Don't know your Snapchat from your Instagram? Don't worry – this session offers something for everyone, whether you're a digital maven or just want to learn more about communications concepts and how you can apply them to your mission.  

Katherine McLane, Founding Partner, The Mach 1 Group
Brooke McMillan, Senior Digital Strategist, Gray Digital Group
Evan Moilan, Chief Mission Officer, Upbring (The New Lutheran Social Services of the South) 

Breakout Session #C4

Session Title: Social ministry in the ELCA

Session Description: Learn about and engage with the Evangelical Lutheran Church in America (ELCA) about issues of that have gained their attention and are a focal point for them heading forward.  

Josselyn Bennett, Director, ELCA Poverty and Justice Ministries 

Worship Service 

5:15-6:15 pm

Location: Hyatt Regency San Antonio 

Donor Reception 

6:30-7:30 pm

By invitation. LSA takes this opportunity to thank and recognize our generous supporters.


LSA Disaster Network Breakfast Meeting 

7:00-9:00 am

Description: The LSA Disaster Network subgroup will convene to review progress on 2015 objectives including external funding sources and partnerships, federal funding opportunities and foundation interests. For more information contact T.J. Cantwell, TCantwell@lutheranservices.org.


8:00-9:00 am

Plenary Session: 

9:00-10:30 am

Session title: The Present and Future Role of Evaluation in the Health and Human Services Sector

Speaker: Hallie Preskill, Managing Director at FSG

Session description: When evaluation is done well, it not only confirms what we think we know from experience, but it also challenges our assumptions, while generating insights and questions for making decisions and taking action. In this session, Hallie Preskill will discuss how evaluation can provide credible evidence that fosters a cycle of organizational learning, improve outcomes, and inform the allocation of resources. She will discuss how to build a strategy for evaluation that can increase the success of monitoring and evaluation activities, and how evaluations can be designed to adapt and respond to complex, multi-actor, and changing environments in the health and human services sector.


10:30-10:45 am

Breakout Series D – 10:45-12:15 pm

Breakout session #D1

Session Title: Health and Human Services: How, Why and When Do We Measure Success?

Session description: Where does your organization stand when it comes to measuring its progress and impact? Join a panel moderated by Hallie Preskill to explore how organizations define success, and effectively collect, evaluate and share data to improve services and inform their allocation of resources.

Moderator: Hallie Preskill - Managing Director at FSG
Mark Stutrud, CEO of Lutheran Social Services of Illinois
Dr. Laura Heintz, President and CEO of Stanford Youth Solutions 

Breakout session #D2

Session Title: Seismic Shifts in the Post-Acute Care Market

Session description: The Affordable Care Act and technology are two mega forces driving change in post-acute care. Managed care, shared risk, higher acuity patients and changing financial models affect how senior service organizations provide services and perform financially. Hear how others are evolving their business models in light of these changes.

Moderator: Kent Burgess, President & CEO of St John's Lutheran Ministries
Robert L. Rundle, Jr., President & CEO of SpiriTrust Lutheran
Kevin Brennan , Executive Vice President of Finance and Chief Financial Officer of Geisinger Health System
Linda Studer, National VP of Skilled/Rehab and Senior Living at The Evangelical Lutheran Good Samaritan Society 

Breakout session #D3

Session Title: When the Well Runs Dry – Tapping New Financing and Revenue Streams

Session description: Nonprofit financing tools are constantly evolving. Join a panel as they discuss innovative financial models that lead to greater organizational sustainability, creative uses of capital that help solve problems and what goes wrong when they fail. 

Moderator: Matt Kouri, CEO at Greenlights for Nonprofit Success and leader of Austin, TX's Pay For Success Task Force
Tod Marvin, President & CEO at Easter Seals Central Texas 
Kristin Siglin, Vice President, Policy, Housing Partnership Network

Breakout Session #D4

Session Title: Social Ministry in the LCMS

Session Description: 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 two initiatives related to youth ministry, in particular the emerging youth corps and new work in campus ministry via LCMSU.

Rev. Bart Day, Executive Director of the Office of National Mission
Rev. Mark Kiessling, Interim Director of LCMS Youth Ministry, Youth Corps
Rev. Marcus Zill, Director of LCMS Campus Ministry and LCMSU

LSA Annual Conference Concludes

12:15 pm

Optional Afternoon Activities: 

Behind the Brand Luncheons 

12:30-1:45 pm

LSA Children, Youth and Families Working Group 

12:30-5:00 pm

DescriptionDue to popular demand, this session has been expanded to meet member interest. Members of the LSA Children Youth and Family Working Group are invited to join Dr. Laura Heintz, CEO of Stanford Youth Solutions, as she shares the story of their own organizational transformation. Attendees will break into smaller peer learning cohorts, led by Sarah Morrison from the Center for the Study of Social Policy, and Dr. Heintz, to gain insight for assessing the effectiveness of their own organizational practices. This session is funded in part by generous support from The Provider Exchange supported by the Annie E. Casey Foundation and a grant from Lutheran Services for Children Endowment (LSCE). For more information contact Alesia Frerichs, afrerichs@lutheranservices.org.

San Antonio Missions & Market Square Tour 

San Antonio Market

2:00-5:30 pm

$45 per person – by reservation - please contact Tania Hernandez-Andersen to join the tour: thernandez-andersen@lutheranservices.org or 202-499-5846

Cost includes: first-class transportation, certified tour guide, applicable admission fees, taxes, gratuities. 

Extend your Annual Conference experience for an afternoon and explore the picturesque San Antonio Missions and Market Square shops for traditional Mexican handicrafts. 

The San Antonio area is renowned for its natural and cultural history. In addition to the Alamo, there are multiple historic missions that provide an opportunity to explore the heritage of our nation's Spanish Colonial past and the lives of the mission communities and the indigenous people who inhabited the area.  

Your tour includes: 

Tour of Mission San Jose, known as the "Queen of the Missions," this is the largest of the San Antonio missions and was almost fully restored to its original design in the 1930s by the Works Projects Administration. It is home to "Rosa's Window," considered one of the finest pieces of Spanish Colonial ornamentation in the country. 

Tour of San Juan Capistrano mission, which was originally founded in eastern Texas in 1716 and then transferred to its present location on the banks of the San Antonio River in 1731. 

Tour of Mission Concepcion (full name: Mission Nuestra Señora de la Purisima Concepción de Acuña), America's oldest unrestored stone church (pictured). This handsome stone church was established in 1731 and dedicated in 1755, and appears very much as it did more than two centuries ago. 

Cap your tour with a visit to Market Square, a traditional shopping district in downtown San Antonio and the largest Mexican shopping center in the city. Explore the wares at the many shops and stands and take in the sights, sounds and colors of this historic part of the city.  

San Antonio

You're welcome to stay as long as you like at Market Square, which is located not far from the Hyatt Regency, or return to the hotel on the bus. The bus is scheduled to return to the Hyatt by 5:30 p.m. 

Tour conducted by Destination: San Antonio.