Workshops

Thursday, March 24

10:00am – 11:00am

Strategic Positioning I: Identifying Strategies that Support and Advance your Mission – Jeremy Kauffman, MHS Consulting

There are many signs that the landscape is dramatically shifting, which has been brought on by several environmental factors, including the COVID-19 pandemic. Boards and senior leaders are trying to discern how this shifting landscape is going to change their business model and how they might need to change. The last few months have seen many different responses, including strategic alliances and partnerships, expansion of some services and programs and shrinking of others. How can boards and senior leaders make sense of the environment and make wise decisions about how to move their organization in the right direction?

The first in the series on strategic repositioning, this session will focus on the process of identifying an organization’s short and long-term priorities. Attendees will learn the basic elements of strategic planning and how these components can be used to uncover these priorities. The session will explore how their current or a revised mission statement can shape this process, the impact of using data and other information in determining future priorities, and the roles that various people play throughout the process.

Anabaptism for Everyday People – Glen Guyton, MC USA

What is everyday Anabaptism? This workshop explores Anabaptism from a lay person’s perspective. Think of this as Anabaptism 101 from a convinced Anabaptist. 

A Culture of Safety from Bedroom to Boardroom – Victor Lane Rose, ECRI and Phil Leaman, Resource Partners

The term “safety culture” has been defined by various organizations. In the simplest of terms, a safety culture is the combination of attitudes and behaviors toward patient safety that in the best cases, impact all of an organization’s key processes from planning to the allocation of resources to action in the form of decision making, communication, and problem solving. It creates a focus on error analysis and mitigation that is fundamental to the functions of risk management and ongoing performance improvement.

Numerous studies show a link between a positive safety culture (where safety is a shared priority) and improved patient safety within a healthcare organization. The evidence is so convincing that the National Patient Safety Foundation (NPSF) lists leadership support for a safety culture as the most important of eight recommendations for achieving patient safety. In other words, for a safety culture to impact care at the bedside, it must be a priority at the top.

11:30am – 12:30pm

Strategic Positioning II: Your Preferred Future – the Path Most Traveled or the Road Not Taken – Part 1 – Alisa Miller, Kairos Health System; Eric Krull, THW Design; Deedre Vriesman, Resthaven

Strategic planning is an interactive process that involves board and leadership engagement. The process occurs over several months and includes education, interpreting data, and visioning for the future. This process identifies a preferred future for the organization and a plan on how to achieve that future. The strategic plan is as much about how to move forward as it is about how to respond to the uncertainties in the future. Scenario planning is a tool used by organizations during the development of the strategic plan to help identify the assumptions on what the future is going to be and how to respond to a different reality. Financial scenario modeling is a critical aspect in identifying strategic initiatives and during the design and development process. 

This session (part 1 of 2) will present a case study of an organization’s strategic planning and project development process, the strategy and project development identified for growth through satellite campus expansion, and how scenario planning was used by the project development team (Leadership, Marketing Consultant, Architect, and Financial Consultant) to isolate the assumptions, define alternatives, evaluate scenarios, and approve the plan for a new campus. These 2 sessions will include presentations from the Financial Consultant, Architect, and the President & CEO of the organization. 

Beyond the Usual Employee Benefits: Meeting Recruitment and Retention Challenges – Bill Hartman, Leaonard Dow, George Finney, and Ron Peconge, Everence; Jill Seifer, Oaklawn

Employee recruitment and retention is more challenging than we’ve seen for years. This workshop will focus on creative benefit offerings to add additional value to your team. These solutions go beyond the usual health and savings tools that have been the bedrock of benefits plans. This panel will discuss ways to strengthen your employee benefit package from an experienced senior human resources leader and Everence specialists.  We will share ideas and unique offerings around retirement savings, medical and ancillary life/health products, financial wellness, employee loans and other offerings.

Transforming Polarized Thinking – Betty Pries, Credence & Co.

Transforming polarized thinking is challenging – especially when we miss the wisdom polarized perspectives are longing to reveal. This conversation considers the dynamics of polarities, and the risks of either-or thinking, while proposing a strategy (and a spirituality) for transforming deeply entrenched differences and embracing the power and possibility of both-and thinking.

2:30pm – 3:30pm

Strategic Positioning III: Your Preferred Future – the Path Most Traveled or the Road Not Taken – Part 2 – Alisa Miller, Kairos Health System; Eric Krull, THW Design; Deedre Vriesman, Resthaven

Strategic planning is an interactive process that involves board and leadership engagement. The process occurs over several months and includes education, interpreting data, and visioning for the future. This process identifies a preferred future for the organization and a plan on how to achieve that future. The strategic plan is as much about how to move forward as it is about how to respond to the uncertainties in the future. Scenario planning is a tool used by organizations during the development of the strategic plan to help identify the assumptions on what the future is going to be and how to respond to a different reality. Financial scenario modeling is a critical aspect in identifying strategic initiatives and during the design and development process. 

This session (part 2 of 2) will present a case study of an organization’s strategic planning and project development process, the strategy and project development identified for growth through satellite campus expansion, and how scenario planning was used by the project development team (Leadership, Marketing Consultant, Architect, and Financial Consultant) to isolate the assumptions, define alternatives, evaluate scenarios, and approve the plan for a new campus. These 2 sessions will include presentations from the Financial Consultant, Architect, and the President & CEO of the organization. 

Roundtable Discussion: Planning for Supply Chain Disruptions in 2022  – Scott Motyka and Cheryl Goodwin, Alliance Purchasing Network (APN)

The use of “just in time” manufacturing techniques combined with changes in demand due to Covid-19 has created a perfect storm for our supply chains. Current predictions are supply chains will continue to have problems through 2022 and possibly into 2023. Vendors in different product categories (nutrition, med surg, pharmacy, office supplies) will discuss the potential supply chain disruptions and how MHS members can plan to mitigate these disruptions.

How to Create a Technology Strategic Plan to Future-Proof your Mission – Amber Bardon, Parasol Alliance

Many organizations haved faced COVID-19 challenges related to staffing, security, workflow, communication, customer engagement and care. Business systems and communication technologies were put to the test as employees and residents needed new functionality to connect with families and external healthcare providers. 2020 produced one of the industries greatest tech booms and now providers are preparing to invest in technology and seeking a holistic approach to developing their technology strategy to achieve their business objectives. 

Having a comprehensive technology strategic plan in place is essential for organizations to succeed. This workshop will walk participants through how to create an actionable technology strategic plan and review the must-have components for any smart-aging community.

4:00pm – 5:00pm

Strategic Positioning IV: Is Being Independent Sustainable – Jeremy Kauffman, MHS Consulting Description coming soon.

Relationship Building for Major Gift Fundraising  – David T. Warren, Everence

Building great relationships with donors and potential donors is a requirement for building a great major gift fundraising program. But how do we do that? What do donors want and need from us? What strategies have the best chance of working? This session will offer concrete and actionable ideas for taking your major gift fundraising program to the next level. Whether you are just sticking your toes in the water, have some modest major gifts experience, or already have a thriving major gift program, this session will have something for you!

What Difference Does Faith Make? – Joe G. Landis, Joe Landis Consulting LLC, and John Martin, Retired, Ohio Department of Developmental Disabilities

This workshop explores the difference faith makes in the leadership and outcomes of not-for-profit faith-based organizations serving persons with intellectual disabilities and autism. Because of the nature of the question, the workshop is applicable to any organization that is faith based. We will premiere a video reviewing the perspective  11 different CEOs shared when asked how they involve faith in the culture and leadership of their organizations. This workshop assumes that it does make a difference and seeks to understand the CEOs perspectives on the question. It is our hope that this session will provide an opportunity for reflection and dialogue at both the organizational leadership and board level. If faith does not make a difference in the organization’s culture regarding CEO and board leadership, then one might ask why effort and financial resources continue to be invested in faith-based organizations.

Friday, March 25

10:00am – 11:00am

Succession Planning: Building Organizational Resilience – Jeremy Kauffman, MHS Consulting

The pandemic has upended many previously held assumptions about organizational resiliency, particularly in how to attract, build and retain top executive talent. What worked in the past to ensure longevity is no longer relevant. Leaders who understand succession planning as a value-building process will create succession planning strategies that provide for meaningful career pathways and developmental opportunities. Effective succession planning not only strengthens organizational culture but also provides for greater employee confidence and trust. By developing comprehensive succession plans, your ministry will not only be equipped to better navigate uncertain times, but also ensure resiliency over the long term.

Employee Retention and Recruitment I: Employee Experience at Friends House – Gary Johnson, Monarch Pathways and Center for Applied Research in Dementia; Phil Burkholder, Friends House

This workshop delves into the non-traditional techniques Friends House has used to navigate the new world of employee experience.  These techniques include: applying Montessori principles to the Gallup Q12 engagement survey; using Montessori techniques as an approach to risk management; and engaging in a journey to become a Montessori-inspired Gold Credentialed CCRC.

Overcome Your Post-Pandemic Marketing Challenges – Tim Bracken, Love & Company

The coronavirus pandemic brought about a fundamental shift in how older adults view senior living. These views will persist beyond the pandemic and could affect future occupancy and sales. This session will draw on data from national- and community-level resident surveys to illustrate pandemic-related marketing challenges and shed light on how communities can adapt their outreach to reach out to and build connections with prospective residents. Presenters will guide attendees in creating a community identity that can become a springboard for building consumer trust. Participants will gain insight into marketing approaches that can be most successful in changing times.

11:30am – 12:30pm

Do You Know What’s in Your Investment Portfolio? Values-based Investing for Mission-oriented Institutions – William Hartman and Chad Horning, Everence

As mission-oriented institutions, MHS members have long sought to integrate organizational values into their investment strategies and portfolios, sometimes in the face of skepticism from board members and donors. As the investment industry expands the number and type of investment strategies incorporating values and ESG (environment, social, and governance) factors, the options for institutions are growing. Many investment firms are offering ESG-themed investment vehicles and boutique firms continue to innovate, bringing new products to market. Not all these products address the values that many mission-oriented institutions care about, so understanding what you own and how it makes a difference is important. In this workshop, participants will explore the history of SRI/ESG investing, learn about the frontiers of ESG and values integration, and revisit best practices for stewarding institutional assets.  

Planning for the Unplanned: Mitigating Governance Challenges – Karen Lehman, MHS

Unexpected or unplanned events and situations can challenge even the most passionate, hard-working and dedicated boards.  Sometimes unpredicted and difficult situations can make or break board trust and can ultimately lead to negative perceptions and outcomes. No organization operates their business without a risk management or disaster plan.  The same should hold true for a board of directors. This workshop will discuss some present day scenarios, how they were or were not addressed by the board, and both the positive or negative impacts experienced. Pro-active strategies, policies and board processes will be presented along with tools and resources for strengthening board governance work.

Employee Retention and Recruitment II: Employee Experience at Sunnyside Village – Gary Johnson, Monarch Pathways and Center for Applied Research in Dementia; Alex Maliwacki, Sunnyside Village

Sunnyside Village works diligently to create an environment where employees are able to engage with purpose, autonomy and mastery. They have developed an organic employee experience that has deepened communication and collaboration through Montessori Principles. We will share about transformation of the Campus Department Heads meeting as well as other other communication structures as they work to become a Montessori Inspired Gold Credentialed CCRC.

2:30pm – 3:30pm

The Power of an Innovative Senior Services Board – Lynn Daly, HJ Sims; Beverly Asper, Baker Tilly; Evon Bergey, Landis Communities; and Allon Lefever, Landis Communities

Not-for-profit senior living management teams expect their boards to be forward-thinking, strategic and innovative. Innovation at the board level is a function of various elements, including a defined strategic direction and best practices in place. So, what does an effective board look like? What are some tools boards can use to remain focused on their organizations’ mission? ? Does the board or management create the strategic plan?            
                              
Join Baker Tilly and HJ Sims, together with the Board Chair and Chief Operating Officer of Landis Communities, for an informative an interactive discussion that will explore elements of an innovative board.ement and management.
 

Employee Recruitment and Retention III:  Managing Wage Challenges – Karen Lehman, MHS; Clark Roth, Bluestem Communities; Steve Lindsey, Garden Spot Communities; and Steve Keener, Jubilee Association of Maryland

A panel of MHS members will share their experiences with changing wage rates. Hear how their organization has responded to regional wage pressures along with the impact of wage changes on new employee recruitment.  Panel members will also discuss how they managed wage scale compression on current employees.  Participants will be invited to engage in the discussion.  

Including People with Disabilities in Church Life – Jeanne Davies, Anabaptist Disabilities Network

Even when congregations have good intentions, many people with disabilities face barriers to belonging. What are some of these barriers and how might we go about removing them? We’ll discuss different models of disability: medical, social, and relational. And then explore ways to welcome everybody in the Body of Christ, accommodating needs and employing gifts for the good of all. Some common disabilities and accommodations will be presented. Included will be information about the MC USA Accessibility Resolution coming before the delegate body in May, 2022.

 

4:00pm – 5:00pm

Employee Recruitment and Retention IV: Best Practices for Engagement – Karen Lehman, MHS; Clark Roth, Bluestem Communities; Steve Lindsey, Garden Spot Communities; and Steve Keener, Jubilee Association of Maryland

A panel of MHS members will share their experiences in working on increasing employee engagement strategies.  Panel members will share retention strategies that were tried and abandoned, as well as strategies that are working along with current impact.  Participants in this session will be invited to engage with the panel for an interactive session. 

How Single-Site Organizations Advance Through Partnerships – Amy Castleberry, Ziegler; Steve Lindsey, Garden Spot Communities; Dale Beiler, Garden Spot Communities

While the pandemic has increased not-for-profit affiliation activity across the country, many single-site Life Plan Communities remain committed to autonomy while pursuing growth and advancement. This session highlights the different ways that single-site organizations are partnering with each other across the country in structures that don’t include a formal affiliation.  Attendees will understand the framework that various partnerships take and gain exposure to the wide range of ventures happening nationwide.  In addition, senior leaders of The Colligo Group, a new venture formed among six not-for-profit senior living organizations in Pennsylvania and Virginia, will describe how these organizations have come together to form a robust collaboration to solve common industry and operational challenges. 

Saturday, March 26

9:00am – 10:00am

Developing Emotional Intelligence: An Opportunity to Connect and Lead More Effectively – Jeremy Kauffman, MHS Consulting

Are you looking for new ways to connect and lead people?  Do you want to be able to respond more effectively to situations you face in the workplace?  If so, join this session to learn more about emotional intelligence and develop an understanding for how you can use it to build better relationships.  

The session will be centered on DiSC’s Agile EQ assessment. Participants will learn about their DiSC style, emotional intelligence strengths, and potential growth opportunities.  In addition, participants will leave with a better understanding of how to read the emotional and personal needs of a situation and respond accordingly.

All participants will be required to complete the DiSC Agile EQ assessment prior to attending the session.  The cost of $50 will be billed separately to each attendee.  THE FIRST 10 TO SIGN UP FOR THE SESSION WILL RECEIVE A FREE ASSESSMENT, COMPLIMENTS OF MHS CONSULTING

Sistema de Salud Menonita:  A Compelling Growth Story – Ricardo Hernandez, Sistema de Salud Menonita

Hear the compelling story of how the Mennonite Health System in Puerto Rico developed from one clinic to a 5-hospital system. Learn about the strategies that led to this formidable development. Built on the values of Mennonite Church health care culture, the system continues to thrive while maintaining its core values.

Planning Out of Crisis: Implementation and Integration of Technology to Address Strategic Goals – Scott Motyka, Alliance Purchasing Network; Dr. Tana Luger, Covenant Health Network; Dr. Krishnakumar Sukumarakurup, Covenant Health Network

Labor shortages are everywhere. To succeed in the post-covid world we need to figure out how to do more with less people. In this workshop, we present a framework on how members can take stock of where their organization currently is, develop a strategic framework, then use technology to support their goals while overcoming labor challenges.