UMA Innovations Summit Education Sessions

Thursday, October 15, 2020 Friday, October 16, 2020 Pre-Recorded Sessions

Thursday, October 15, 2020

All times Eastern

Time Session
8:45-9:15 a.m. Coffee Chat: Older Adult / Developmental Disabilities Ministries

  • Bring your coffee and informally network with UMA Board Chair, Steve Fetyko and fellow colleagues.
9:15-9:30 a.m. Welcome and Introduction
9:30-10:45 a.m. The Transformative Power of Technology

  • Join a panel of tech experts to explore how technological advancements in robotics, data analytics, telehealth and artificial intelligence are driving solutions to meet the country’s most pressing workforce, social and health care needs.
  • Hear their take on Jack Uldrich’s assertion that organizations must unlearn old ways before they can successfully embrace new ways of doing business.
  • Recognize the potential threats and importance of cyber security as your organization looks to technology to answer simple and complex challenges.

Rob Kerr, Managing Director Health and Community Services Practice, Hartman Executive Advisors; John DiMaggio, CEO, BlueOrange Compliance; Sanjeev Shetty, Chief Global and Innovation Officer, Connected Living; Jack York, President/Co-Founder, iN2L; Larry Carlson, President and CEO, United Methodist Communities

10:45-11:00 a.m. Break
11:00-Noon Disruption Hits! Learn How to Develop a Pivot Plan to Drive Your Mission Forward

  • Build a cohesive action plan that ensures mission fulfillment during disruption and builds a collaborative team culture.
  • Ascertain tools to leverage cultivation and communication with stakeholders and learn creative options for financial planning and process.
  • Align and integrate programming, finance, fundraising, and marketing around mission fulfillment, and demonstrate a call to action for board members.

Michelle Cramer, CFRE, AFP Master Trainer, President and CEO, Cramer and Associates, Inc.; Gretchen Colón, MBA, CFRE, Senior Consultant, Cramer and Associates, Inc.; Dawn Robinson, Senior Consultant, Cramer and Associates, Inc.; Mike Schmidt, CFRE, Executive Vice President and Partner, Cramer and Associates, Inc.

NOON-1:00 p.m. Break
1:00-2:00 p.m. Transforming the Workplace in the COVID-19 Era

  • Create a safe physical work environment and maximize remote technologies.
  • Understand key policies, practices, and legal considerations to protect your workforce and clients.
  • Hear lessons learned from one multi-site organization and how it is using new technology platforms to rethink operations.

Henry Moehring, Senior Vice President, Health Care Services and Operations, Asbury Communities; J. Manuel Ocasio, Chief Human Resources and Compliance Officer, Asbury Communities; Jennifer Hilliard, Of Counsel, Arnall Golden Gregory LLP

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Friday, October 16, 2020

All times Eastern

Time Session
8:45-9:15 a.m. Coffee Chat: Children, Youth & Family / Developmental Disabilities / Community Service Ministries

  • Bring your coffee and informally network with UMA Board Vice Chair, Kitwana McTyer, the UMA Board of Directors and fellow colleagues.
9:15-9:30 a.m. Welcome and Introduction
9:30-10:45 a.m. Innovating in the New Reality: A Multi-Disciplinary Perspective

  • Understand the need to rethink the way your organization operates, and discover ways to adapt in the new evolving reality.
  • Learn strategies to position your organization for success in a post-Coronavirus world.
  • Dialogue with a multi-disciplinary panel of experts representing operations, development, design, marketing, and finance.

Aaron Rulnick, Managing Principal, HJ Sims; Dan Cinelli, FAIA, Principal, Perkins Eastman; Bobby Sumner, President and Co-founder of Retirement DYNAMICS, Inc.; Dana Wollschlager, Partner, Plante Moran

10:45-11:00 a.m. Break
11:00-Noon Exponential Partnerships: Growing Impact Together

  • Hear how three child and family serving agencies leveraged the UMA network to cooperatively serve unaccompanied children and meet their unique needs.
  • Learn how this initiative challenged each agency's board to think creatively to build a new structure to support Caminos Nacional, a program that serves to reunite children with families during their path to asylum.
  • Explore how their innovative approach and shared commitment to quality drove these providers to successfully meet the rigorous safe and secure placement standards to serve this critical need.

Laurie Ann Spagnola, President and CEO, Board of Child Care; Kelly Berger, Vice President of Special Operations, Board of Child Care; Marlin Livingston, President/CEO, Cunningham Children's Home; Kitwana McTyer, President and CEO, Florida United Methodist Children's Home

NOON-1:00 p.m. Break
1:00-2:00 p.m. Building a Resilient Culture Amid a Nation in Crisis

  • Discover ways leaders have gained a deeper understanding of their current organizational culture to provide timely support and address grief, fear and other emotions to build trust and resiliency.
  • Review research and pandemic data insights and results to cultivate a strong culture in the post-COVID setting.
  • Discuss lessons learned through cultural agility, as well as revolutionary and evolutionary approaches.

Nikki Rineer, Consultant, Greenstone Mosaic, Carol McKinley, Ph.D., President/CEO, Simpson; William Snyder, Vice President, Philanthropy and Community Engagement, Luthercare

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Pre-Recorded Sessions


Going Beyond Age and Income: Understanding Your Organization's Psychographic Profile

  • Recognize the importance of creating emotional connections with current and potential participants, clients, and residents.
  • Understand the differences between demographics and psychographics, and the relevance of each in marketing.
  • Implement techniques that connect your organization's story to potential participants and their needs.

Roberta Voloshin, Corporate Director of Marketing, United Methodist Communities; Derek Dunham, Vice President of Client Services, Varsity Branding

Maintaining Social Connectedness in a COVID-19 World

  • Gain an understanding of the importance of social connectedness within long-term care environments.
  • Recognize care delivery and housing models that are conducive to dimensions of social connectedness and wellness.
  • Gain new strategies and concepts that shift the paradigm and ensure social connectivity among elders.

Susan Ryan, Senior Director, The Green House Project; John Franklin, Managing Director, Pearl Creek Advisors

Insurance and Risk Management Considerations

  • Evaluate how the insurance market has changed since COVID-19 and the effects on providers.
  • Examine best practices and methods to prepare for emerging risks.
  • Discover innovative technology that lowers risk and attracts competitive insurance pricing.

Rafael Haciski, Vice President, Johnson, Kendall & Johnson

Attracting Compassionate Talent - What's Your Strategy?

  • Acquire an intentional and original approach to attract and sustain a mission-driven workforce.
  • Develop a workforce planning strategy for staff recruitment and retention practices.
  • Hear a member “case study” of best practices, successes, and lessons learned from a recruitment partnership.

Tony Coccitto, Vice President, Eklego Workforce Solutions; Jim Silkworth, Vice President of Human Resources, United Methodist Homes

Navigating the Sea Change of Insurance and Risk

  • Identify industry-validated market conditions and key considerations in structuring an optimal insurance program for the post-pandemic market.
  • Realize tips and insights for future planning through examination of best practices and case studies.
  • Discover an “unlearning” approach that will be critical to exploring new strategies and solutions.

Timothy Folk, Executive Vice President, Lockton Companies

Managing Medicare Advantage Special Needs Plans through Innovative Care and Payment Models

  • Analyze provider-owned Special Needs Plans (SNP), payment reform, and associated care models for the senior living and care sector.
  • Investigate virtual platforms, tools, and alternative thinking processes for creativity in healthcare delivery models.
  • Understand and apply an innovative mindset and a robust clinical infrastructure to adapt to new changes.

Lisa McCracken, Director, Senior Living Research, Ziegler; Amy Kaszak, President of Special Needs Plans, AllyAlign

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