[P1] Caminos Pre-Conference Workshop

Pre-registration is required for this optional event. You must select this event if you plan to attend.

[Opening General Session] Transforming Lives Through Housing featuring Jonathan Reckford, Chief Executive Officer, Habitat for Humanity International

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Adequate housing empowers individuals to become integral and vibrant members of their community, but more importantly allows them to recognize improved health, better education outcomes and a stronger economic future. Yet, we are in the midst of an affordability crisis, and 2.8 billion people currently lack adequate housing globally. Hear from the leader of Habitat for Humanity, a high-impact nonprofit, as he shares his insights on leading transformational change in the nonprofit sector.

Jonathan Reckford has served as chief executive officer of Habitat for Humanity International since 2005. Under his leadership, the global Christian housing organization has grown to help 13.4 million people last year build strength, stability, and self-reliance through shelter. A graduate of the University of North Carolina at Chapel Hill, Reckford earned his MBA from the Stanford University Graduate School of Business and went on to hold managerial positions at a variety of Fortune 500 companies. He also served as executive pastor of Christ Presbyterian Church in Edina, Minnesota. Named the most influential nonprofit leader in America in 2017 by The NonProfit Times, he is the author of Our Better Angels: Seven Simple Virtues That Will Change Your Life and the World.

[A1] Cultivate Connections that Strengthen Person-Directed Care

● Discuss approaches to disrupt loneliness and social isolation that can become barriers to well-being.
● Identify those people uniquely equipped to help clients share stories that create meaningful connections.
● Explore innovative technology that supports a more holistic approach to care.

Faculty: Dani Halbleib, Associate Director of Residential Living, UMFS; Karen Kagiyama, Director of Pastoral Care, Wesley Woods Senior Living; Lydia Nguyen, Principal Researcher, Lifeloop

[A2] Community Impact: Addressing Housing Insecurity

● Identify vulnerable populations among all generations served by UMA ministries at risk of homelessness.
● Dialogue with peers who are working to address housing insecurity in their communities in big and small ways.
● Explore ways UMA members can make a collective impact to support people transitioning out of homelessness.

Faculty: Boris Henderson, Chief Strategy Officer, Aldersgate; Allison Ashe, CEO, Wellroot Family Services; Barbara Certa-Werner, Clergy Assistant to the Bishop, Wisconsin Conference, UMC; Mark Oswanski, Vice President, Hampden Park

[A3] Rightsizing for Success in the Future of Skilled Nursing

● Discuss senior living market dynamics and data associated with reduced utilization of skilled nursing beds, including projections on future demand, staffing, and consumer preference.
● Explore a case study of a UMA member organization’s journey to right size skilled nursing to assure viability into the future.
● Outline the benefits and positive outcomes of providing skilled care in environments with improved clinical care, staff turnover, resident and family satisfaction, and financial outcomes.

Faculty: Lynn Daly, Executive Vice President, HJ Sims; Nicole Maag, Chief of Residential Services, Brio Living Services

[B1] Cultivating an Emotionally Intelligent Executive Team

● Examine the concept of emotional intelligence and its importance in executive leadership.
● Recognize the impact of emotionally intelligent leaders on organizational performance and employee well-being.
● Explore techniques for fostering empathy and strong interpersonal relationships within the executive team and across the organization.

Faculty: Matthew Kimmons, Chief Strategy Officer, Kentucky United Methodist Children’s Home; Rev. Julie Hager Love, President & CEO, KYUMH; Melinda Ryles-Smith, Vice President for Advancement, KYUMH; Carla Barr, Executive Vice President of Compliance & Quality Management, KYUMH

[B2] Investment Strategies to Grow Your Impact

● Analyze investment considerations through the lens of your organization’s mission and values.
● Examine sustainable investment that considers the impact of environmental, social, and governance (ESG) factors as they relate to investment management.
● Recognize how greater focus on investment approaches can increase an organization’s impact.

Faculty: Karen Manczko, Director of Institutional Relationships, Wespath; Nicole Maag, Chief of Residential Services, Brio Living Services; Ginger Mills, Director of Advancement, Cunningham Children’s Home

[B3] Investing in Your Workforce through Philanthropy

● Create three different, creative programs to benefit your employees.
● Prepare tools and resources to give back to your employees with limited impact on operational expenses.
● Recognize the value of providing volunteer hours for employees to serve other nonprofit organizations in their local community.

Faculty: Todd Partin, Vice President of Philanthropy and Engagement, Methodist Retirement Communities

[C1] The Future of Mental Healthcare

● Discuss strategies to integrate mental health support into healthcare services.
● Explore the implementation of mental health screenings, counseling programs, and emotional well-being initiatives among all ministries.
● Discuss how UMA members are addressing mental health challenges among the populations they serve.

Faculty: Chris Keith, Managing Partner, Lockton; Shayla Higginbotham, Principal, Healthcare Advisory Leader, Cohn Resnick

[C2] Fast Track to a World-Class Culture

● Examine key strategies and practices forward-thinking leaders can implement to cultivate a world-class culture that sets their organization apart.
● Explain the tangible benefits of fostering a strong and inclusive culture including greater employee morale, enhanced teamwork, and stronger business performance.
● Plan practical steps and actionable insights to build and sustain a thriving culture.

Faculty: Vanessa Brooks, Vice President, Operations, Drive; Ray Dickison, CEO, Wesley Manor Retirement Community

[C3] Proactive Succession Planning for Organizational Sustainability

● Recognize the value of proactive strategic planning for health and human service organizations.
● Examine best practices and pitfalls to avoid when planning for the next leader and others on the leadership ladder.
● Review examples of successful C-suite transitions and advanced planning.

Faculty: Jeremy Kauffman, Managing Director, MHS Consulting, Amy Castleberry, Managing Director, Ziegler

[General Session] Legacy, Leadership, Life: A Faith-Based Lens for the Future featuring David Gehm, Chief Executive Officer, Wellspring Lutheran Services

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Faith-based human care service organizations share a deep legacy of faith and service, many of them dating back to the 19th century. From generation to generation, their work has endured. Now is the time to reimagine these efforts. Service silos can give way to integrated approaches, back offices can discover new efficiencies, and intergenerational programming eagerly awaits fulfillment. Learn ways to honor this legacy while challenging the vision for the work we are called to deliver for the generations of today and tomorrow.

David M. Gehm has served as the president and chief executive officer of Wellspring Lutheran Services (previously Lutheran Homes of Michigan) since January 1994. A graduate of Wayne State University School of Pharmacy in Detroit, Gehm has served as LeadingAge board chair, treasurer, co-chair of various committees, and a Leadership Academy coach. He is also past chair of the Board of Directors of LeadingAge Michigan; and past co-chair of CAST (Center for Aging Services Technologies). He currently serves on the boards of directors of LeadingAge Michigan and The Michigan Federation for Children and Families, Lansing.

[D1] Top Employment Law Impacting Care Providers

● Distinguish between state and federal human resource regulations related to employee relations including EEOC, IDEA, DOL, NLRA, OSHA, FSLA, ADA, and FMLA.
● Identify how to hire and engage the workforce while mitigating legal risk.
● Discuss best practices when formulating and complying with HR policies and practices by reviewing case studies of common human resource challenges in the direct care industry.

Faculty: Kelli Michaud, Vice President of Compliance and General Counsel, ProCare

[D2] Living Forward: Tipping Points for Senior Living

● Review the process for evaluating older building stock and the true cost-benefit metrics of saving versus building new in senior living.
● Explore creative strategies for reinventing older building stock into new uses.
● Discuss strategies to improve first impressions for prospective residents and the community beyond.

Faculty: Lynn Daly, Executive Vice President, HJ Sims; Hoppy Sell, President, Tandem Senior Living Advisors; Greg Hensley, Senior VP, Plante Moran; Dan Godfrey, Partner, RLPS Architects

[D3] Moving Forward: Finding Stability Amidst United Methodist Church Disruption

● Discuss how evolving divisions within the church have affected the United Methodist Church.
● Review the pending church changes ahead and potential outcomes for General Conference 2024.
● Examine the terms of the Protocol for Reconciliation and Grace through Separation, particularly as it relates to affiliated organizations.

Faculty: Tony Prestipino, Director of Plan Sponsorships, Wespath; Carol McKinley, President and CEO, Simpson; Charles Harrell, Director of Pastoral Care, Asbury

[E1] Collaborations for a Radically Resilient Community

● Discover strategies to build bridges between public and private partners across a community to create an integrated behavioral health network of services and training for youth-serving professionals and families.
● Outline approaches to rally all sectors of a community to gain practical approaches and useful solutions in recognizing trauma and identifying a better path to healing, growth, and development.
● Examine ways to create a continuum of evidence-based learning experiences that help community members develop a shared understanding of trauma-informed care and strength-based language.

Faculty: Allison Ashe, President and CEO, and Christina Lennon, Chief Strategy Officer, Wellroot Family Services

[E2] Operational Assessment: What is Your Data Telling You?

● Conduct an operational assessment and how it can improve the financial health of an organization.
● Recognize key target areas, essential benchmarks, and key performance indicators available to compare to your performance.
● Learn how case study organizations benefited from conducting and implementing an operational assessment.

Faculty: Jeff Boland, Partner, and Desiree Mauriello, Manager, RKL

[E3] Navigating Church Disaffiliation for Fundraising and Church Relations

● Discuss ways fundraisers can manage the church disaffiliations in conversations with donors.
● Assess engagement strategies used by church relations staff when interacting with churches on both sides of the spectrum.
● Explore ways to manage communications with all parties while maintaining a position of neutrality.

Faculty: Elisabeth Gadd, Chief Development Officer, FUMFS

[F1] Successfully Recruiting and Retaining a Younger Frontline Workforce

● Discover new approaches to “hire right” when targeting Gen Y and Z employees.
● Explore key strategies that have proved effective in improving retention of frontline staff.
● Discuss a recruitment and retention process that incorporates interventions and can work for all human service agencies.

Faculty: Lori Gonzales, Chief Program Officer, Jamie Riojas, Vice President of Human Resources/Quality Improvement, Nickaila Sandate, President and CEO, EmberHope; and Jeffrey Bormaster, CEO, Bormaster Consulting

[F2] Master Planning: Stewardship to Serve and Grow Your Mission

● Summarize why master planning matters for organizations of all shapes and sizes to activate their missions by creating purposeful spaces and welcoming built environments.
● Discover facility assessment strategies that lead to informed decision making about existing infrastructure investment, then explore how market and financial assessments are key early steps on the path to success.
● Review real-world examples of how master planning has positive impacts on communities and hear lessons learned along the way.

Faculty: Malcolm Nimick, President, Ascension Capital Enterprises; Christopher Henderson, President and CEO, Pinnacle Living; Kevin Schwab, President and CEO, Givens Communities; Margaret Yu, Director of Client Experience, RLPS Architects

[F3] Embracing Complex Rebrands

● Handle rebranding challenges when faced with divided stakeholder audiences during a necessary rebrand.
● Determine how best to bring your leadership and board members along and manage competing perspectives.
● Discuss planning ahead, and how a strong process and clear messaging can successfully move a rebrand forward.

Faculty: Noreen Cahalane, Partner, Merz

[G1] Workforce Planning Strategies: A Collaboration for Effectiveness

● Recognize how to implement an effective workforce planning strategy that incorporates the entire staff in recruitment and retention strategies.
● Formulate a plan to engage your whole organization in executing a workforce plan including operational leaders, marketing, quality and compliance, and development officers.
● Describe how this collaborative effort can be measured and assessed using data.

Faculty: Michelle Henderson, Chief Human Resources Officer; James Kelly, Chief Strategic Marketing Officer; Missi Latter, Vice President of Quality and Compliance; and Nicole Maag, Chief Operations Officer, Brio Living Services

[G2] Preparing Your Organization for EAGLE Accreditation

● Outline how EAGLE’s ten principles are addressed in the self study and site visit.
● Discover how an organization’s faith-based mission is demonstrated across all aspects of operations including governance, strategic planning, client care, workforce, marketing, and fundraising.
● Examine best practices for completing the self-study narrative and ensuring readiness for the site visit.

Faculty: Emily Robbearts, Senior Director of EAGLE Accreditation, UMA

[G3] Creating Blended Gifts and Quiet Campaigns

● Adapt fundamental gift structures to meet immediate needs and challenges.
● Explore best practices and identify potential models for major gift development.
● Incorporate critical strategies and experiences that will lead to a successful campaign.

Faculty: William McMorran, President and CEO, Green Oak Consulting Group; Susan Sharp, Vice President of Mission Advancement, Simpson

[Closing General Session] It's Not About Birth Year: The Generational Story You’ve Never Heard featuring Cara Silletto, President and Chief Retention Officer, Magnet Culture

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Today’s workforce thinks and acts quite differently than previous generations, impeding employee engagement and retention. A deeper understanding of how Boomers, Xers, Millennials, and GenZ were each raised differently will help employees discover the uniqueness of each generation's upbringing. With a clearer understanding of the real issues on the T.A.B.L.E. (Technology, Authority, Balance, Loyalty, and Entitlement), participants can begin to bridge the generational divide, reduce judgement, and improve team relationships. Hear a strategic, practical, and compelling case for why leaders must evolve to attract and retain a talented workforce.

Cara Silletto, MBA, CSP is the founder of Magnet Culture and a leading generational expert and game-changer in workforce retention, equipping organizations to tackle turnover challenges head-on. She uses her hands-on experience and keen business insight to highlight the benefits of proficient workforce management. Featured in major publications including USA Today, Forbes, and Huffington Post, and recognized by Recruiter.com as a "Top 10 Company Culture Expert to Watch", Silletto is the author of Staying Power: Why Your Employees Leave and How to Keep Them Longer, providing real-world expertise and highlighting practical retention strategies.

Post-Conference Deep Dive

Pre-registration is required for this optional event. You must select this event if you plan to attend.