J YEMPOWERED BY

S H E L L P O I N T R E T I R E M E N T C O M M U N I T Y • F O R T M Y E R S , F L

MAY 7–8, 2019

U M A A N N U A L M E E T I N G

Experience quality education relevant to diverse faith-based

ministries and delivered by experts in their field.

Meet others who share your passion and commitment for quality and

serving others.

Enjoy this unique UMA event with energy that fuels creative

collaboration, innovation and insights.

Pause with us - to gather together in fellowship and ref lect on the

spiritual fruit of joy.

J YEMPOWERED BY

Who Should Attend?

This two-day event is designed

for senior leadership teams,

community outreach ministries,

bishops, chaplains, United

Methodist-related foundations

and our business partners – all of

whom are committed to quality

service to diverse populations

including seniors,children, youth,

family and persons with emotional

or developmental disabilities.

What’s Inside?

Schedule of Events -------------Page 6

General Sessions ---------------Page 9

Education and EAGLE Table --- Page 11

Education Sessions -----------Page 13

Travel -----------------------------Page 17

1UMA ANNUAL MEETING • MAY 7– 8, 2019 E M P O W E R E D B Y J O Y

Dear Friends,

On behalf of the United Methodist Association of Health and Welfare Ministries (UMA), we are thrilled to invite you to our 2019 Annual Meeting to be held May 7-8 in Ft. Myers, FL. Shell Point Retirement Community, an EAGLE-accredited community, is gra-ciously hosting our meeting on their beautiful waterfront campus near Sanibel Island.

Our two-day conference, Empowered by Joy, is filled with inspi-ration, shared learning and networking experiences. The meeting features Douglas Abrams, who co-authored the Book of Joy: Lasting Happiness in a Changing World with his Holiness the Dalai Lama and Archbishop Desmond Tutu.

Joy is such a driver for your dedicated work on behalf of those you serve. Despite many challenges, you have shared that it is the everyday moments of joy that motivate you and your teams to continue to make a difference.

We are also fortunate to have more than a dozen business part-ners supporting our members’ work and sharing their expertise as speakers, sponsors and attendees. We invite everyone to gather with us on Tuesday evening at our Celebration of Excel-lence to recognize our newly re-accredited organizations and UMA Award winners. Lastly, we’ve made sure to designate time for peer networks to connect and share and for tours of Shell Point.

Come join us in sunny, southwest Florida for education and ca-maraderie in May. We look forward to seeing you!

All the best,

Mary Kemper, President and CEO UMA

2 UMA ANNUAL MEETING • MAY 7– 8, 2019E M P O W E R E D B Y J O Y

Welcome!

It is my distinct pleasure to welcome you to Shell Point Retirement Community for the United Methodist Association Annual Meeting in May 2019. As an EAGLE-accredited community, we are proud of our relationship with the UMA. For more than 50 years, Shell Point has been intentional to protect and promote its mission to be dedicated to the service of God and the care of His people. It is a privilege to minister to and care for, serve, and satisfy approximately 2,500 residents and

1,000 employees each day. We look forward to hosting you for this informative and inspirational event. Please enjoy your time on campus.

Regards,

Martin Schappell, President and CEOShell Point Retirement Community

Greetings!

It brings me great joy to see the renewed sense of energy and engagement that have taken place in our association in the past year. From the enthusiastic response to last year’s conference, to active participation in shared learning events such as our Transitioning Youth Summit, and affinity groups which are quickly gaining traction, you are embracing and affirming the value this association offers your ministries. Not only that, but you are bringing UMA deeper

into your organizations. As much as I enjoy connecting with long-time colleagues, I am especially encouraged by the new faces joining their senior leaders at our events who may be experiencing UMA for the first time.

I hope you and your team will help us continue to add to that momentum by joining us at this year’s conference. From the amazing keynote speakers, to top-notch learning sessions, and the chance to connect with those who, like you, understand both the joys and challenges that come from leading faith-based organizations, this conference is sure to leave you “Empowered by Joy.”

While I can’t guarantee that attendance at our conference will cause your stress to slip away like a Sanibel Sunset, I can assure you that the knowledge you will gain and the connections you will make at the conference will offer you new tools and perspectives to address the challenges before you. My thanks to Shell Point for hosting this year’s conference, and of course to our amazing staff and board for their commitment to making UMA a vital resource for you and your team.

Debbie Reed, UMA Board Chair, President and CEOChaddock, Quincy, IL

3UMA ANNUAL MEETING • MAY 7– 8, 2019 E M P O W E R E D B Y J O Y

Hello UMA Friends!

The Shared Learning Committee has worked to develop a top-notch educational program for this year’s meeting, “Empowered by Joy.”

Let us remember that Jesus himself prayed that we would experience joy in the work he sent us out to do (John 17:13). Our keynote speaker Douglas Abrams is a student of joy. His conversations with His Holiness the Dalai Lama and Arch-

bishop Desmond Tutu reveal how the true source of personal joy is found in selflessness and service to others.

But if you are like me, one of the biggest benefits of the UMA annual meeting is the opportunity to meet with peers and exchange ideas, challenges and successes in a relaxed, noncompetitive atmosphere. Each year I come back from the meeting with new ideas to improve our own mission and new contacts.

John ShadowensShared Learning Committee ChairPresident and CEOSpero Family ServicesMt. Vernon, IL

Dear Colleagues,

I have served on the EAGLE Accreditation Commission for ten years and as chair for the last four years. From my viewpoint, EAGLE is the foundation from which we actually demonstrate our faith-based missions. Many organizations call themselves faith-based or faith-driven, but how do they really know?

The EAGLE’s principles help an organization vet that question. It’s an informed process to help you discern the path to excellence and demonstrate to the public the ways in which you are living your faith-based traditions. Additionally, you validate that yours should be the ministry for which others want to contribute their time, give their resources, or be a part of your organizations.

I invite you to extend your service of ministry and sign up for Peer Review training on Thursday, May 9. As a peer reviewer, your professional expertise will help further another’s journey to excel-lence. Throughout my years with EAGLE, I have greatly appreciated those ventures – I have seen and learned more as a peer r eviewer than I would have otherwise. I hope to see all of you at our upcoming meeting!

Carol McKinley, Ph.D., EAGLE Commission ChairVP of OperationsUnited Methodist CommunitiesNeptune, NJ

4 UMA ANNUAL MEETING • MAY 7– 8, 2019E M P O W E R E D B Y J O Y

U M A A N N U A L S P O N S O R S

W E S L E Y L E V E L S P O N S O R

S O J O U R N E R T R U T H L E V E L S P O N S O R S

S P E C I A L T H A N K S T O O U R

John Wesley was the co-founder of Methodism. He was known for his tireless efforts and unselfish service to the poor and vulnerable people.

expenseconsulting

Sojourner Truth, an ex-slave, became a Methodist preacher who crusaded for abolition and women’s rights activist and the overall betterment of society.

5UMA ANNUAL MEETING • MAY 7– 8, 2019 E M P O W E R E D B Y J O Y

E X C E L M E M B E R S

Excel members help accelerate the mission and goals of UMA and EAGLE with contributions of 15% or more above their basic dues.

A L D E R S G A T E L E V E L S P O N S O R

In 1738, John Wesley attended an evening prayer meeting on Aldersgate Street in London, where he experienced assurance of his salvation.

6 UMA ANNUAL MEETING • MAY 7– 8, 2019E M P O W E R E D B Y J O Y

S C H E D U L E O F E V E N T S

7:00 a.m.

8:00 a.m.

9:00 a.m.

10:00 a.m.

11:00 a.m.

12:00 p.m.

1:00 p.m.

2:00 p.m.

3:00 p.m.

4:00 p.m.

5:00 p.m.

6:00 p.m.

7:00 p.m.

8:00 p.m.

MONDAY • MAY 6 TUESDAY • MAY 7 WEDNESDAY • MAY 8 THURSDAY • MAY 9

7:00

a.m

.–5

p.m

. Re

gist

ratio

n O

pen

7:30

a.m

.–3

p.m

. Re

gist

ratio

n O

pen

2:00

–5:0

0 p.

m.

Regi

stra

tion

Ope

n

7:00–8:00 a.m.

A CUP OF JOY

8:30–10:30 a.m.

OPENING GENERAL SESSION

Pillars of Joy featuring

Doug Abrams

10:15–11:45 a.m. Concurrent Ed Sessions

(D) x 3

12:15– 1:15 p.m. Lunch

1:30 -2:30 p.m. Concurrent Ed Sessions

(B) x 3

2:45–4:15 p.m. Concurrent Ed Sessions

(C) x 3

12:00–1:00 p.m. Lunch

Peer Reviewer Recognition

1:15–2:15 p.m. Concurrent Ed Sessions

(E) x 3

2:30–4:00 p.m. Concurrent Ed Sessions

(F) x 3

8:30–10:00 a.m. CLOSING

GENERAL SESSION

Joy Stories featuring Jack York

8:00 a.m.–Noon EAGLE

Peer Reviewer Training

1:30–4:30 p.m. Board Meeting

7:00–8:00 a.m. Peer Networking

Breakfast

11 a.m.–12:30 p.m. Shell Point

Tour 1

5:00–6:30 p.m. Meet ‘n Mingle

3:00–4:00 p.m. Shell Point

Tour 2

10:45 a.m.–12:15 p.m.Concurrent Ed Sessions

(A) x 3

5:00–6:30 p.m. Reception

CELEBRATION OF EXCELLENCE

DINNER ON YOUR OWN

4:00–5:30 p.m.

Shell Point Tour 3

7UMA ANNUAL MEETING • MAY 7– 8, 2019 E M P O W E R E D B Y J O Y

B O A R D O F D I R E C T O R S

E A G L E C O M M I S S I O N

Debbie Reed, ChairPresident & CEOChaddockQuincy, IL

Greg Peters, Past ChairChief Executive OfficerUMFSRichmond, VA

Doug Myers, Vice ChairPresident & CEOAsbury FoundationFrederick, MD

Larry Carlson, TreasurerPresident & CEOUnited Methodist CommunitiesNeptune, NJ

Alison Evans, SecretaryPresident & CEO The Methodist Home for Children & YouthMacon, GA

Kevin AndersonPresident & CEOWesley HomesDes Moines, WA

Steve FetykoVice President and CFOUnited Methodist Retirement CommunitiesChelsea, MI

Tim Johnson President & CEOFrasier Meadows Boulder, CO

Marlin LivingstonPresident & CEOCunningham Children’s HomeUrbana, IL

Kathy R. McCollumPresident & CEOWesley Glen MinistriesMacon, GA

Dr. Carol McKinleyVice President Operations United Methodist Communities Neptune, NJ

Kitwana McTyerPresident & CEOFlorida United Methodist Children’s HomeEnterprise, Florida

Jason MillerVice President of Operations Otterbein Homes Lebanon, OH

Suzanne PughPresident & CEOAldersgateCharlotte, NC

Laurie Anne SpagnolaPresident & CEOBoard of Child Care Baltimore, MDMacon, GA

Dr. Carol McKinley Commission ChairVice President Operations United Methodist Communities Neptune, NJ

Marlin Livingston President & CEOCunningham Children’s HomeUrbana, IL

Deborah ArmstrongVP of Quality & Information SystemsThe Baby FoldNormal, IL

John BelliniChief Development & Strategy Officer Hillcrest Family ServicesDubuque, IA

Joe BernardVice President of Administrative ServicesSpero Family ServicesMount Vernon, IL

Alan BrownChief Operating Officer Methodist Senior Services Tupelo, MS

Sue DaCamaraChief Operating Officer Asbury Communities Frederick, MD

Rev. Edith DeVilbissDirector of Pastoral CareLouisiana UM Children and Family ServicesRuston, LA

Gary WagnerPresident and CEORainbow AcresCamp Verde, AZ

Sheila WalkerChief Operating OfficerBurlington UM Family ServicesBurlington, WV

8 UMA ANNUAL MEETING • MAY 7– 8, 2019E M P O W E R E D B Y J O Y

John Shadowens Committee ChairPresident and CEOSpero Family ServicesMount Vernon, IL

Andrew AllenFood Service DirectorOtterbein SeniorLifeLebanon, OH

Rev. Mrs. Barbara Certa-Werner Executive DirectorHarbor House Crisis ShelterSuperior, WI

Gary DuncanChief Development OfficerUMFSRichmond, VA

Shawn ElbertSpiritual Life CoordinatorBoard of Child CareBaltimore, MD

Rev. Andrea JacobsDir., Spiritual Development & Agency ChaplainOhioGuidestoneBerea, OH

Melissa Latter Corporate Director of QualityUM Retirement CommunitiesChelsea, MI

Rob McMonagle Sr. Director of Learning & Organizational DevelopmentAsbury Communities Frederick, MD

S H A R E D L E A R N I N G C O M M I T T E E

Matt Obert Vice President of OperationsChaddockQuincy, IL

Cindy Pyles Resource Development ManagerBurlington UM Family ServicesKeyser, WV

Susan SharpVice President of Philanthropy United Methodist CommunitiesNeptune, NJ

A W A R D S C O M M I T T E E

Luke Allen, Committee ChairVice President of OperationsLouisiana Methodist Children’s HomeRuston, LA

Lisa GentileChief Development OfficerCopeland OaksSebring, OH

Brooks Shelley Director of MarketingAldersgateCharlotte, NC

Sharon ParverEducation Development ManagerLeadingAgeWashington, D.C.

Sheila WalkerChief Operating OfficerBurlington UM Family ServicesBurlington, WV

9UMA ANNUAL MEETING • MAY 7– 8, 2019 E M P O W E R E D B Y J O Y

GENERAL SESSION KEYNOTE SPEAKER

T u e s d a y M a y 7 • 8 : 3 0 – 1 0 : 3 0 a . m .

D O U G L A S C . A B R A M SCo-author, The Book of Joy

Pillars of JoyCourageously, UMA members encounter tremendous obstacles to

joy each day including stress, fear, grief, illness and even death. You

serve children, youth, families and seniors and our country’s most

vulnerable populations with compassion and dedication. In this

keynote presentation, we hope your life and work will be inspired by

the wisdom of two global spiritual leaders.

Nobel Peace Prize Laureates His Holiness the

Dalai Lama and Archbishop Desmond Tutu have survived more than

50 years of exile and the violence of oppression. De-

spite their hardships, they are two of the most joyful

people in the world. In April 2015, Archbishop Tutu

traveled to the Dalai Lama’s home in Dharamsala,

India, to celebrate His Holiness’s 80th birthday.

Douglas Abrams shares their stories and

gifts in The Book of Joy: Lasting Happiness

in a Changing World, which he co-authored

with them. An author, editor, and literary

agent, Abrams is the founder and president

of Idea Architects, a book and media agency

that works with visionaries to create a wiser,

healthier, and more just world. He is also the

co-founder with Pam Omidyar and Desmond

Tutu of HumanJourney.com, which works to

share world-changing ideas. Listen as he

shares the eight pillars of lasting happiness.

10 UMA ANNUAL MEETING • MAY 7– 8, 2019E M P O W E R E D B Y J O Y

J Ystories

G E N E R A L S E S S I O N KEYNOTE SPEAKER

W e d n e s d a y M a y 8 • 8 : 3 0 – 1 0 : 0 0 a . m .

We are all change agents. A simple act of kindness can make a world of difference for a neighbor next door or a stranger across the globe. In 2015, Jack met Frances Njuakom of Cameroon, founder and executive director of Community Development Volunteers for Technical Assistance (CDVTA), at the Global Aging Network Conference in Perth, Australia. His simple donation ignited a friendship, an adventure-filled trip across the United States and remarkable stories of joy, goats and impact along the way.

Jack York is co-founder and president of It’s Never 2 Late (iN2L), a company dedicated to helping older adults use the power of technology. With a 15-year background in the Silicon Valley, he saw that conventional technology was too difficult for many seniors to use in a meaningful way. In 1999, Jack retired as Vice President of Strategic Sales for Vishay Intertechnology to start a successful gerontechnology company, which now serves over 2,500 communities and enhances the lives of thousands of older adults.

Now Jack is a man on a mission to help spread the words and deeds of real humanitarians that inspire, educate and motivate. Join us as he relates his stories and some of our UMA members during this entertaining presentation.

11UMA ANNUAL MEETING • MAY 7– 8, 2019 E M P O W E R E D B Y J O Y

Below is an overview of our education program and related EAGLE principles.

A B C D E F

DATE Tuesday, May 7 Wednesday, May 8

TIME10:45 a.m.– 12:15 p.m.

1:30 – 2:30 p.m.

2:45 – 4:15 p.m.

10:15 – 11:45 a.m.

1:15 – 2:15 p.m.

2:30 – 4:00 p.m.

CARE &

SERVICES

A1

When it Happens:

The Path to Recovery

and Spiritual Growth

B1

Heart for Service:

Connecting Your

Passion with Community

Needs

C1

Trauma- Informed

Spiritual Care for Children and Youth

D1

The Road to EAGLE

Accreditation - One

Organization’s Journey

E1

Exploring the Impact of a

Way Forward on UM

Ministries

F1

Deter and Detect Drug Diversion in Healthcare Facilities

LEADERSHIP &

WORKFORCE

A2

Resilient Leadership:

Build Organizational

Strategy for the Future

B2

Where Angels Fear to Tread - Leading a Turnaround

C2

Protect the Mission with

Strategic Succession

Planning

D2

Stronger Together:

Lessons from an Affiliation

E2

Create Team Alignment: Leadership

Lessons from the Trenches

F2

Fostering an Employee-Centered

Workplace

OPERATIONS &

FINANCIAL MANAGEMENT

A3

Operational and Financial Considerations for Campus

Repositioning

B3

Ransomware and

Crypto- jacking in

Healthcare – Risk,

Prevention and

Response

F3

Marketing Strategies

to Advance Excellence

MARKETING &

PHILANTHROPY

C3

Discovery into the

Senior Living Middle Market

D3

Create a Culture of

Philanthropy

E3

Add Muscle to Your

Message: Use Data

to Tell Your Story

EDUCATION PROGRAM and EAGLE PATHWAYS

12 UMA ANNUAL MEETING • MAY 7– 8, 2019E M P O W E R E D B Y J O Y

PRINCIPLE 1

Christian Mission and Church RelationshipThe mission of an EAGLE accredited organization is one of Christian mission and service. Furthermore, the organization is clearly connected to a Christian church or denomination.

PRINCIPLE 2

Clients Served Through Holistic CareAn EAGLE accredited organization has clearly defined the clients it will serve and recognizes, understands, and properly responds to the individual needs of those clients by providing holistic care that addresses their social, emotional, physical, spiritual, intellectual, vocational and environmental well-being.

PRINCIPLE 3

Community InvolvementAn EAGLE accredited organization, in addition to those whom it directly serves, purposefully con-tributes to, advocates for, educates, and provides others with various forms of support or assistance that serve needy and under-served individuals and families within its community.

PRINCIPLE 4

Governance and LeadershipThe governing body of an EAGLE accredited orga-nization is a responsible, informed, inclusive, and accountable body whose key roles are policy making and functioning as a fiduciary to protect the inter-ests of the organization and its key stakeholders. It ensures the organization has a strategy for achieving the long-range mission of the organization. It re-cruits and selects the chief executive officer. It has independence in review and audit functions, as well as a performance evaluation function that monitors the performance of the organization and the chief executive officer.

PRINCIPLE 5

Commitment to ExcellenceAn EAGLE accredited organization strives for service excellence through structured, on-going method-ologies for assuring and improving the quality of its programs, services, facilities, and leadership. It also has formal internal processes in place to assure ethical and legal behavior in the governance system, throughout the organization, and in its interactions with clients, other publics, and stakeholders.

P R I N C I P L E S

PRINCIPLE 6

Workforce ExcellenceAn EAGLE accredited organization engages, man-ages, and develops its workforce to ensure all staff members are qualified, well-oriented and trained to perform their functions efficiently, effectively, and safely in support of the organization’s mission. Its work environment promotes dignity, encourages and provides opportunities for professional and personal growth, conveys a Christian orientation, and empha-sizes ethical relationships and interactions.

PRINCIPLE 7

Physical Resources ManagementAn EAGLE accredited organization exercises envi-ronmentally responsible stewardship over its land, facilities, and equipment, while treating applicable governmental health and safety standards as the minimum above and beyond which the organization will operate.

PRINCIPLE 8

Financial Resources ManagementAn EAGLE accredited organization has a moral and spiritual obligation to exercise responsible steward-ship over its assets, liabilities, and risks.

PRINCIPLE 9

Information Management and SecurityAn EAGLE accredited organization recognizes it has a moral and spiritual obligation to diligently protect the privacy and confidentiality of client and staff data and information. It collects data and information nec-essary for the efficient and effective operation of the organization, and uses such information in order to improve organizational performance. Its information management and security practices are consistent with all applicable laws and regulations.

PRINCIPLE 10:

Markets and ClientsAn EAGLE accredited organization has an integrated marketing and public relations program that effec-tively positions it to respond to the needs of target markets, and furthers the operational and strategic goals of the organization.

13UMA ANNUAL MEETING • MAY 7– 8, 2019 E M P O W E R E D B Y J O Y

Tuesday, May 7

10:45 a.m. – 12:15 p.m.

A1 When It Happens: The Path to Recovery and Spiritual Growth

• Recognize the challenges that disaster, crisis or trauma present for your clients, staff and families, especially unique individuals served within your ministry.

• Understand why the recovery phase of disaster presents tremendous opportunity for spiritual and emotional growth.

• Gain valuable tools and interventions to provide emotional support to those in your organization and the broader community.

FACULTY: David Mark Owens, Lead Chaplain, Otterbein Franklin SeniorLife Community, Franklin, IN

A2 Resilient Leadership: Build Organizational Strategy for the Future

• Learn a transformational method of seeing, thinking and leading that helps leaders better navigate the hidden dynamics of an organization.

• Explore an approach to everyday challenges that builds resilience in leaders and their teams.

1:30 p.m. – 2:30 p.m.

B1 Heart for Service: Connecting Your Passion with Community Needs

• Learn how to transform your organization through feedback garnered from the greater community.

• Explore community partnership ideas that allow your organization to strengthen community impact.

• Discover how philanthropy can improve community perception of your organizations and preserve your nonprofit status.

FACULTY: Nikki Rineer, President, Holleran Consulting, Wrightsville, PA

B2 Where Angels Fear to Tread – Leading a Turnaround

• Hear how to lead with laser focus despite competing problems of an established organization including dysfunction, burnout, skepticism and limited financial resources.

• Learn about tools and strategies one organization used to grow 50% and re-establish itself within three years.

• Discuss the key concepts of organizational culture to reset culture and commitment around a shared vision.

FACULTY: John Shadowens, President and CEO; Joe Bernard, Chief Financial Officer; and Michelle Moreno, Chief Operating Officer, Spero Family Services, Mount Vernon, IL

• Hear how Asbury Communities is using a resilient leadership model to redefine aging, serve as an employer and provider of choice, and build financial strength.

FACULTY: Doug Leidig, Chief Executive Officer; Sue DaCamara, Chief Operating Officer; Sandra Hegelein Lawson, Chief Strategic Alliances and Growth Officer; and Rob McMonagle, Senior Director Learning and Organizational Development, Asbury Communities, Frederick, MD; Doug Myers, President and CEO, The Asbury Foundation, Frederick, MD

A3 Operational and Financial Considerations for Campus Repositioning

• Evaluate key operating and financial considerations that impact the repositioning process.

• Review alternative financing structures to maximize the efficiency of the financing during repositioning.

• Hear case studies about operations and finance lessons learned from organizations undergoing campus repositioning projects.

FACULTY: Aaron Rulnick, Managing Principle, HJ Sims, Rockville, MD; Jeffrey Boland, Partner, Senior Living Services Consulting Group, RKL LLP; Steve Fetyko, Vice President and Chief Financial Officer, UMRC, Chelsea, MI

E D U C A T I N P R O G R A M

“All worldly joys are less than that one joy of doing kindnesses.”

—John Wesley

14 UMA ANNUAL MEETING • MAY 7– 8, 2019E M P O W E R E D B Y J O Y

B3 Ransomware and Crypto-jacking in Healthcare – Risk, Prevention and Response

• Recognize that ransomware and crypto-jacking have emerged as major threats to healthcare.

• Hear case studies of recent attacks that have led to business disruption, downtime and financial losses.

• Identify strategies and techniques for prevention, preparation and response to threats.

FACULTY: John DiMaggio, CEO, BlueOrange Compliance, Dublin, OH

2:45 p.m – 4 :15 p.m.

C1 Trauma- Informed Spiritual Care for Children and Youth

• Discuss ways to apply trauma-informed principles to design effective and meaningful spiritual life activities.

• Share and explore resources for developing spiritual life programming with children and youth.

• Understand how a strong trauma-informed culture of self-care, compassion and kindness can contribute to staff wellness.

FACULTY: Rev. Dr. Stacey E. Nickerson, Director of Church and Community Engagement, Board of Child Care, Baltimore, MD

C2 Protect the Mission with Strategic Succession Planning

• Realize why an organization’s fiduciary commitment to protect and foster its faith-based mission is becoming a greater challenge with current workforce demographics and expectations.

• Gain tools and processes for implementing successful organizational succession planning among leadership, board and staff.

• Discover how an organization-wide sense of responsibility, accountability, and shared vision and commitment can serve as a catalyst for successful succession planning.

FACULTY: Karen E. Lehman, President and CEO and Alisa Miller, Managing Director, MHS Consulting, Goshen, IN

C3 Discovery into the Senior Living Middle Market

• Hear how a market study launched Magnolia Manor’s efforts to expand and enhance their presence in the Columbus senior living middle market.

• Understand the relationship between market needs, master planning and the business case model for success.

• Explore the lessons learned and successful outcomes from this collaborative and multi-disciplinary process.

FACULTY: Mitchell S. Elliott, AIA, Principal, RDG Planning and Design, Omaha, NE; Mark Todd, President and CEO, Magnolia Manor, Americus, GA; Michael Starke, Managing Director, PMD Advisory Services, LLC, Hebron, KY; Tony Ewert, Principal, Aging Research Institute (ARI, Inc.), Lawrence, KS

E D U C A T I N P R O G R A M ( c o n t . )

C E C R E D I T H O U R SEducation Sessions 1.5 hours each (A, C, D, F)

1 hour each (B, E)

General Sessions 1 hour each (Tuesday and Wednesday mornings)

EAGLE Peer Reviewer Training 3 hours

Continuing Education credit for this event is pending approval by NAB and NASW.

#WeAreOurUMA

#W hyWeGather

#EmpoweredByJoy

15UMA ANNUAL MEETING • MAY 7– 8, 2019 E M P O W E R E D B Y J O Y

Wednesday, May 8

10:15 a.m. - 11:45 a.m.

D1 The Road to EAGLE Accreditation - One Organization’s Journey

• Discuss the importance of educating your board, residents and employees about EAGLE to prepare them for the accreditation process.

• Learn the strategic approach used by United Methodist Retirement Communities in Chelsea, Michigan to navigate its EAGLE self-study.

• Hear how this approach made their organization stronger and led it to successfully achieve EAGLE-accreditation with nine commendations.

FACULTY: Melissa Latter, Corporate Quality and Compliance Director; Courtnee Knepley, Director of Environmental Services; and Lori Potter, Senior VP and Chief Operating Officer, UMRC, Chelsea, MI

D2 Stronger Together: Lessons from an Affiliation

• Hear the story of a proactive, single-site United Methodist senior living organization that explored affiliation with a larger organization that shared their core values.

• Discuss the key considerations of an affiliation and the process, tools and timeline to evaluate this decision.

• Participate in a candid dialogue about the successes and missteps of the affiliation process.

FACULTY: Pamela Richmond, Chief Strategy Officer, Otterbein SeniorLife, Pemberville, OH; Keith Van Deman, Executive Director; and Rev. Bob Coleman, President of the Board, Otterbein Franklin, Franklin, IN; Jill Wilson, President and CEO, and Board Chair, Otterbein SeniorLife, Lebanon, OH

D3 Create a Culture of Philanthropy

• Understand why having a culture of philanthropy is essential to the health and growth of a non-profit organization.

• Realize how this strong culture team can advance opportunities to cultivate donors and solicit gifts while creating valuable internal relationships.

• Gain best practices and a simple action plan for establishing a philanthropic spirit within your organization.

FACULTY: Susan Sharp, VP Philanthropy, United Methodist Communities of New Jersey, Neptune, NJ

1:15 p.m. - 2:15 p.m.

E1 Exploring the Impact of a Way Forward on UM Ministries

• Hear an update on the work of a Way Forward Task Force following the February 2019 Special Session of the General Conference of the United Methodist Church.

• Understand the potential impact of proposed changes on UMA ministries including fundraising, branding and trusts.

• Dialogue about possible ways to prepare for these changes.

FACULTY: Greg Peters, President and CEO, UMFS, Richmond, VA, Andrew Hendren, General Counsel, Wespath Investment Benefits and Investments, Glenview, IL

E2 Create Team Alignment: Leadership Lessons from the Trenches

• Explore timeless leadership principles put to the test through the lens of the Battle of Gettysburg and other leadership case studies.

• Examine successful and unsuccessful attempts at build team alignment needed to achieve organizational success.

• Gain tactical and practical information for building team alignment and trust in your organization and leadership.

FACULTY: John Franklin, Managing Director, BB&T Capital Markets, Richmond, VA

E3 Add Muscle to Your Message: Use Data to Tell Your Story

• Understand how to evaluate data to better communicate successful outcomes and organizational expertise.

• Discover how to distill evidence-based, research data into communication tools to share internally and externally with key stakeholders.

• Realize how concrete data to support your organization’s narrative can better showcase the knowledge and experience and expertise of your staff.

FACULTY: Emily Robbearts, Director, Agency Impact, and Annette Nagy, Associate Director, Quality, Chaddock, Quincy, IL

E D U C A T I N P R O G R A M ( c o n t . )

16 UMA ANNUAL MEETING • MAY 7– 8, 2019E M P O W E R E D B Y J O Y

2:30 p.m. - 4:00 p.m.

F1 Deter and Detect Drug Diversion in Healthcare Facilities

• Recognize that the potency and availability of opioids led to a dramatic rise in their use despite the high risk of addiction and overdose.

• Discuss drug diversion and the medications most at-risk for diversion in healthcare organizations.

• Learn how to be alert to “red flags” and specific steps healthcare organizations can take to deter and detect diversion of controlled substances and high-cost medications.

FACULTY: Jean Turvey, Vice President, Lockton Companies LLC, Kansas City, MO

E D U C A T I N P R O G R A M ( c o n t . )

F2 Fostering an Employee-Centered Workplace

• Understand the factors and generational shifts challenging aging services providers’ ability to recruit and retain a quality workforce.

• Realize how the physical environment and staff amenities can decrease turnover, absenteeism and loss of productivity.

• Hear how to embrace workplace practices and benefit packages that attract and retain staff and cultivate employee engagement.

FACULTY: Jessie Santini, Senior Interior Designer, RLPS Interiors, Lancaster, PA; Steve Jeffrey, Chief Strategy and Innovation Officer, Garden Spot Communities, and Co-Founder/Guild Master, ForgeWorks, New Holland, PA

F3 Marketing Strategies to Advance Excellence

• Explore valuable market research and development strategies to enhance competitive positioning.

• Understand how effective branding and other marketing and sales resources can support operational excellence.

• Realize why operational assessment processes and capital planning are essential components of a comprehensive marketing plan, optimal operations and good stewardship.

FACULTY: Beverly Asper, Director, and Mark Ross, Partner and National Firm Leader – Healthcare Practice, Baker Tilly, Philadelphia, PA; Gary Gardner, Senior Vice President, United Methodist Homes, Binghamton, NY

Tour Shell Point Retirement Community, an EAGLE accredited organization. Our host will

be providing narrated bus tours of their beautiful campus before and after the annual meeting.

Shell Point was commended by EAGLE Peer Reviewers on several points, including its IT

security, volunteer program and staff orientation, wellness, and retention. Take a peek into

their world on this guided tour through the 5 neighborhoods that comprise the community,

the deep-water boating access, championship 18-hole golf course, decorated models, the

Creativity Center, Butterfly Habitat and much more. See page 6 for tour schedule. There is no

cost associated with this tour. Pre-registration is required.

EAGLE Peer Reviewer Training • Thursday, May 9, 8 a.m. – Noon • Sanibel Harbour Marriott

Peer reviewers must have a minimum of five years of experience in the field and commit to one review per year.

The online modules must be completed prior to attending the live training session. See our website for full details.

• Join other peer reviewers in gaining a deeper understanding of the history and value of EAGLE, its processes and ten principles.

• Understand through dialogue, role playing and sample case studies key considerations for an EAGLE review.

• Hear from experienced commissioners and peer reviewers “what to do” and “what not to do” when assessing an organization’s self-study and during a site visit.

17UMA ANNUAL MEETING • MAY 7– 8, 2019 E M P O W E R E D B Y J O Y

LOCATIONShell Point Retirement CommunitySIGN UP for a tour of the community when you register! Shell Point Boulevard Fort Myers, FL 33908(800) 780-1131Google Map

AIRPORT

RSW – SW Florida International Airport 21 miles

LODGING INFORMATIONSanibel Harbour Marriott Resort and Spa 17260 Harbour Pointe DriveFort Myers, Florida 33908

UMA has partnered with the Sanibel Harbour Marriott Resort and Spa for discounted rooms.

• $209 per night plus taxes• NO RESORT FEE! *• Rates are valid for our group May 2-11• Booking deadline 4/5/19

Use this link to reserve your room now and beat the crowd.

OR call 1-239-466-4000 and ask for the “UMA rate” for May 2-11.

*Note: the resort fee will appear on your hotelreservation confirmation, but will be removedwhen the final bill is settled.

TRANSPORTATIONAirport to Hotel

• Mobile App Services LYFT or UBER =$29-60 each way for varying levels ofservice

• Traditional taxis or limousine vendors arelisted on this page.

Hotel to Shell Point

• Shell Point shuttles will be available atstrategic times during the event. Thefinal schedule will be provided in the finalmeeting materials.

ANNUAL MEET ING

TRAVEL INFORMATION

REGISTER EARLY for discounted prices

using this LINK

Business Partner Experience Sponsor Prospectus

Opportunities for this event are available now. Review the details

and sign up using this LINK

Register before April 15 to qualify for these rates

Registration Fees Qty Member Non-Member Business Member Business Non-Member

Individual ☐ $675 each ☐ $775 each ☐ $875 each ☐ $1175 each

Teams of 2-4 ☐ $650 each ☐ $750 each

Teams of 5+ ☐ $600 each ☐ $700 each

Single Day Individual ☐ $425 each ☐ $425 each

Trustee ☐ $500 each For Board Members of UMA member organizations

Student ☐ $350 each Student ID required

Other Ticket Options

Spouse/Guest JoyPass ☐ $25 each Bring your spouse/guest to the Doug Abrams Session

Spouse/Guest Meal Pass ☐ $100 eachIncludes sessions at Sanibel Harbour Marriott: Meet n’ Mingle, 1st Timer’s Coffee, Celebration of Excellence, Networking Breakfast

JoyCast (A) ☐ $99 each1 streaming connection to include your community in the Doug Abrams General Session

JoyCast (B) ☐ $199 each 1 streaming connection for non-attending communities

JoyCast Excel ☐ $0JoyCast Excel is a value-added benefit for Excel Members and UMC Annual Conference members.

EAGLE Peer Reviewer Training ☐ $25 each

R E G I S T R A T I O N F O R MANNUAL MEETING MAY 7 – 8, 2019

Name of Attendee _________________________________________________________________________

First Name for Badge ______________________________________________________________________

Organization ______________________________________________________________________________

Title _____________________________________________________________________________________

Billing Address Line 1 ______________________________________________________________________

Billing Address Line 2 ______________________________________________________________________

City/State/Zip _____________________________________________________________________________

Email Address ____________________________________________________________________________

Mobile Phone # ___________________________________________________________________________

Other Phone # o Office o Other o Home ___________________________________________________

Dietary Restrictions

o Vegetarian o Vegan o Seafood Allergy o Nut Allergy o No Gluten o Other _________________

Please check payment type: o **Credit Card o Check Enclosed

Signature ____________________________________________ Date _______________________________

**For PCI Compliance purposes, we are unable to receive credit card payments via telephone. UMA will email you a link to the secure website once your registration form has been received and entered.

FOR OFFICE USE ONLY:

Registration Fees__________Discounts or Surcharges__________Total $__________ Invoice#________

Please return completed form to registrations@ourUMA.org or fax to 301.291.7385.

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