Lutheran Leadership Summit February 21 st 24 th, 2016, Carefree AZ The Leadership Balancing Act

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1 Lutheran Leadership Summit February 21 st 24 th, 2016, Carefree AZ The Leadership Balancing Act Explore the inherent balancing act between running the day-to-day business of a nonprofit organization and the need to innovate for the future, a polarity facing senior leaders in these dynamic and disruptive times. Gain a richer understanding of the dynamics of an organization s Lutheran roots in today s world and how this context informs the challenging decisions leaders must make. Sunday, February 21, :00 pm Welcome Reception an opportunity to meet new colleagues and reconnect with others in a relaxed, social networking atmosphere. Monday, February 22, :00-9:30 am Welcome and Introductions Alesia Frerichs, Vice President of Member Engagement, Lutheran Services in America 9:30-9:45 am Devotion 9:45 am-10:15 am The Leadership Balancing Act Dr. Alice Cahill, Senior Faculty, Organizational Leadership Solutions, Center for Creative Leadership Dr. Laura Quinn, Global Director, Organizational Leadership Solutions, Center for Creative Leadership Turning strategy into action and the careful balancing act required to run day-today operations while innovating for the future are the leadership challenges Dr. Laura Quinn and Dr. Alice Cahill, senior consultants with the Center for Creative Leadership, explore in this first session. The Center for Creative Leadership (CCL) is world-renowned for its high-impact executive leadership programs designed to build forward-thinking leaders and develop innovative organizational cultures. 10:15 am-10:50 am Senior Leader Case Study: Kari Olson, Chief Innovation and Technology Officer, Front Porch; President, Front Porch Center for Innovation and Wellbeing Front Porch developed a robust innovation center designed to advance and develop new approaches, methodologies and technology applications to meet community determined needs for people of all ages. Hear Kari Olsen discuss the Humanly Possible initiative, and how the Center for Innovation & Wellbeing s focus on innovation has transformed the Front Porch culture.

2 10:50 am-11:00 am Break 11:00am-12:25 pm The Leadership Balancing Act Dr. Alice Cahill, Senior Faculty, Organizational Leadership Solutions, Center for Creative Leadership 12:25-1:15 pm Lunch Dr. Laura Quinn, Global Director, Organizational Leadership Solutions, Center for Creative Leadership This session includes real-life case studies and representatives from peer organizations including Chris Card, President, Lutheran Services of Florida, and Joan Myers, Senior Vice President and COO, Liberty Lutheran. Hear how leaders inside and outside the social service sector are creating innovative organizations that address the funding and staffing challenges of today s nonprofit sector. Drs. Quinn and Cahill combine a broad spectrum of perspectives, with tangible takeaways that turn leadership principles into practice. The session will be interactive and will include small group peer discussions. 1:15-1:55 pm Senior Leader Case Study: The True Costs of Turnover: The Realities Facing Health and Human Services Providers Robin Dunbar Balck, Senior Vice President of Administration and Chief Strategy Officer, Ecumen 1:55-2:05 pm Break Attracting, developing, and especially retaining top talent in a tight and dynamic job market is a tough job. Robin Dunbar Balck shares how Ecumen, a leading senior services provider, leverages their brand promise to Innovate, Empower and Honor, to attract and retain top talent. Initiatives range from centralized leadership recruiting and on-boarding, career development tracks, a rigorous leadership development program, action learning projects and innovation boot camp sessions. 2:05-2:45 pm Senior Leader Case Study: Playing the Long Game Vickie Thompson-Sandy, President of Lutheran Social Services of Michigan (LSSM) With provisions in the Affordable Care Act and state budgets in a state of flux, planning for the future is more complicated than ever before. Vickie Thompson- Sandy discusses implementing a multi-layer strategic plan across LSSM and engaging the staff at all levels as a collective community devoted to shared goals and a new future based on anticipating trends. Hear what has worked and the adjustments needed along the way as LSSM has gone from defining to implementing a five-year strategic plan.

3 2:45-3:45 pm Wrap Up Drs. Quinn and Cahill facilitate an interactive discussion of the day s learnings. 3:45-4:00 pm Devotion and Reflection 6:00 pm Group Dinner Gather for a group networking dinner to celebrate the collective strength of the LSA network and to share food and fellowship with peers. Tuesday, February 23, :00-9:15 am Devotion 9:15am -10:30 am From Concept to Reality Putting Innovation Into Action Drs. Laura Quinn and Alice Cahill, Center for Creative Leadership 10:30 am-10:45 am Break In an organization focused on innovation and risk-taking, many ideas emerge, but the challenge is moving from concept to action. Join Dr. Quinn and Dr. Cahill in an interactive session on ideating and decision-making, trendspotting, testing and changing business models, workforce demographics, and the partnerships and collaborations that make change possible. Explore new ways to reframe existing business models and move your organization forward. 10:45 am-12:00 pm From Concept to Reality Putting Innovation Into Action (continued) Drs. Laura Quinn and Alice Cahill, Center for Creative Leadership 12:00-1:00 pm Lunch 1:00-3:05 pm The Lutheran Connection What Does It Mean? Dr. David Lose, President of the Lutheran Theological Seminary at Philadelphia 3:05-3:15 pm Break What does it mean to be a Lutheran social ministry organization in the 21 st century? Join Dr. David Lose in an interactive session that explores the relevance of an organization s Lutheran roots in today s world. What does it mean to be a Lutheran social ministry organization, and how does that enrich and inform the challenging decisions and choices of today s leaders? How does the faith-based context inform and inspire the way leaders manage and lead? 3:15-4:15 pm Panel Discussion: Leading a Social Ministry Organization in the 21 st Century

4 Hear from member panelists Brian Becker, Senior Vice President, Wheat Ridge Ministries; Stacy Martin, Chief Philanthropy Officer, Lutheran Services Florida; and Don Stiger, Senior Vice President, Mission and Spiritual Care, NYU Lutheran; as they share the ways their organizations have built upon the Lutheran call to serve and how the Lutheran value of collective responsibility has shaped decisions as their organizations merge, rebrand and grow. 4:15-4:30 pm Devotion: Dr. David Lose Free Evening Enjoy the nearby picturesque towns of Carefree and Cave Creek to enjoy some local flavor, including quaint restaurants and shops. LSA will coordinate informal Dutch treat dinner groups. Dutch Meet & Greet Wednesday, February 24, :00-9:15 am Devotion: Dr. David Lose 9:15 am-10:30 am Sparking Broader Organizational Change Susan Heath Hays, Human Services Consultant and Switch Trainer 10:30-10:45 am Break Susan Heath Hays shares learnings based on the popular best-selling book, Switch: How to Change Things When Change is Hard. Focused on the switch that innovative organizations have made to spark change in seemingly intractable environments, Heath Hays examines the changes that innovative leaders make to trigger transformational change. She provides concrete steps to encourage successful smaller iterative changes, which cause broader organizational change. Registrants will be mailed a copy of the book several weeks in advance in order to facilitate a more robust conversation. 10:45 am-12:00 pm Sparking Broader Organizational Change (cont.) Susan Heath Hays, Human Services Consultant and Switch Trainer 12:00-12:45 pm Lunch 12:45-1:45 pm Bright Spots and Sparking Change Panel Join peer leaders, including Knox Kimberly, Senior Vice President of Government and Corporate Relations at Upbring; Kirby Nickerson, CFO, Lutheran Services Carolinas; and Michael Sering, Vice President for Housing and Shelter, Lutheran

5 1:45-1:55 pm Break Metropolitan Ministries; as they share stories of innovation and interventions that have successfully sparked transformational change at their respective organizations. 1:55-2:15 pm Open Forum and Evaluation As the Academy draws to a close, participants will have the opportunity to share their observations, lessons learned, and practical applications to take home. 2:15-2:30 pm Closing Charlotte Haberaecker, President and CEO, Lutheran Services in America