Schedule at a Glance

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Hover over workshop titles to see a description.

Tuesday, March 9

12:00 - 1:15 General Session I Keynote speaker: Laura van Dernoot Lipsky
1:15 - 1:30 Self-care Guided Session Mindfulness
1:30 - 1:45 Workshops
Developing Effective TeamsJeremy Kauffman, Consultant, MHS Consulting — Are the members of your teams getting along? Are they meeting their objectives and goals? Are they continually performing at their peak? If you answered no or are not sure the answer to any of these questions, join this session to hear ideas for assessing team performance and strategies for improving team performance.
The Value of EndowmentsEd Brubaker, CEO of Living Branches, Lansdale PA & Bill Hartman, Everence Vice president of Organization Services. — Endowment can be a powerful tool to help your organization advance their missions. Some MHS member organizations have endowments (or benevolent, care funds, etc.) and others don’t. Whether your fund is well established, struggling for traction or you are considering the need, this workshop will allow you to learn from Ed Brubaker, CEO of Living Branches, Lansdale PA and Bill Hartman, Everence Vice president of Organization Services. Ed and Bill will share their experiences in creating more sustainable and resourced organizations through the vision and execution of endowment funds.
1:45 - 2:00 Workshops
Hacks and Habits to Create a Culture of InnovationSteve Lindsey, Garden Spot Communities — We all know that innovation is critical to our future success and the uncertainly of the past year has made this priority all the more relevant. In spite of that, however, we all struggle to build an “innovation engine” into our organizations. This session will focus on some simple tips, hacks and habits that can help to integrate innovation into the culture of each of our organizations.
Why Employee Engagement?Eunice Culp, SPHR, SHRM-SCP, Everence Financial — Why should your organization focus on employee engagement? There is an adage that employees leave managers, not companies. Retention has consistently been important to MHS member organizations and in the age of the pandemic it has become increasingly more so. Organizations with engaged employees experience better outcomes. This workshop will focus on the essentials of how employee engagement surveys can be leveraged to develop managers into leaders of productive and engaged colleagues.
2:00 - 2:15 Workshops
Building Healthy Staff and Board RelationshipsKaren Lehman, MHS President/CEO and Valerie Rempel, MHS Board Chair — The boundaries between board and staff roles can be unclear and established organizational culture can make it difficult to discern role appropriateness. Learn how board policy and best governance practices can support a healthy and positive relationship with the board and executive leadership.
Transforming Conflict into Healing in Times Like These Don Tyson and Gloria Rhodes, EMU — In the best of times, healthcare organizations, leaders & staff experience significant stressors as they deliver quality care. The current environment of disruption and uncertainty caused by the global pandemic amplifies racial and political tensions, resource allocation, interpersonal relationships and other unaddressed problems that lead to even more stress.

How can leaders quickly assess what is causing tension or harm, determine appropriate steps to take in the short term, and address these problems in ways that will continue to be effective over time? Please join us for this introductory workshop that describes a simple framework for assessing and then addressing conflict or tension at personal, relational, structural, and cultural levels within an organization.
2:15 - 2:30 Question and Answer Break Out Room Q&A
2:30 - 3:00 Roundtable Discussion Peer Groups


Wednesday, March 10

12:00 - 1:15 General Session II

Keynote Speaker: Ted Swartz

1:15 - 1:30 Self-care Guided Session Yoga
1:30 - 1:45 Workshops
Mission Benefits for Working Toward Diversity, Equity and InclusionKaren Lehman, MHS President/CEO & Valerie Rempel, MHS Board Chair — Working to achieve diverse and inclusive cultures has numerous demonstrated benefits. Understanding what these benefits are and making a commitment to a process for greater learning and understanding are the most important first steps. Learn how the MHS Board and Staff are working on integrating diversity, inclusion and equity into strategic planning and setting priorities.
Communications in the Time of Pandemic: Lessons LearnedLarry Guengerich, Director of Organizational Communications & Church Relations at Landis Homes — Communicating clearly, consistently and concisely during times of great stress is very important. Hear how one organization's communications team worked to do all of this in 2020. The good, the bad and even the ugly of being in crisis mode for months.
1:45 - 2:00 Workshops
Roadmap to the Middle MarketDan Godfrey & Margaret Yu, RLPS Architects — High level identification of challenges and opportunities in planning for the middle market. Balancing the financial dynamics while considering size, density, construction costs. Examine ways to balance the middle market cost with other community offerings. Understand ways to offer services within an affordable framework.
Recruitment, Retention, and RewardsDeanna Kempinski, Baker Tilly — Understanding what motivates employees is critical to recruitment and retention initiatives. The creation of a meaningful total rewards package can be the difference between becoming an employer of choice or becoming the employer people choose to leave. A strategic approach to total rewards with a well-designed compensation philosophy and regular benchmarking efforts can help ensure your employees feel valued and remain engaged with the organization.
2:00 - 2:15 Workshops
Balancing Operations and StrategyJennifer Schwalm & Mark Ross, Baker Tilly — The pandemic has impacted operations and many organizations put strategic planning and future visioning on hold. Given the nonprofit outlook, we need to be more strategic now than ever before. Now is the time to make critical decisions for future viability and take advantage of the financial market outlook.
Growing Your Confidence with Planned GiftsDave Warren, Vice President of National Markets at Everence Financial — The sustaining power of a strong planned gifts program has been proven during the pandemic. As charitable organizations have seen margins squeezed and budgets affected by up and down current cash giving, those organizations with a strong planned gifts pipeline have been grateful for the opportunity to continue to see significant funds come their direction from planned giving tools.

Donor Advised Funds directed huge support to charities in 2020, and many donors using Qualified Charitable Distributions made year-end gifts to sustain the causes that are important to them. The organizations that were already comfortable asking for these gifts and educating donors on how to make them had a distinct advantage in 2020.

This session will provide simple descriptions and an easy to follow plan for getting comfortable with basic planned giving which allows your organization to strengthen the foundation under your fundraising plan.
2:15 - 2:30 Question and Answer Break Out Room Q&A
2:30 - 3:00 Roundtable Discussion Diversity, Equity and Inclusion


Thursday, March 11

12:00 - 12:45 General Session III Keynote Speaker: Philip Gulley
12:45 - 1:00 Self-care Guided Session Prayer
1:00 - 1:15 Workshops
Learnings From Executive TransitionsAlisa Miller, CFO/MHS and Managing Director, MHS Consulting — Executive transition is the most important work of a Board.

Hear from a Search Committee Chair and CEO about the Executive Transition process, best practices and learnings along the way.
Disruption as Opportunity: Engaging Stakeholders in Changing TimesChrista Held, Donor Engagement Manager & Juanita R. Nyce, Vice President of Mission Engagement with Peaceful Living — Discover new ways to tell your organization’s story and invite people to join your mission. The presenters will share real-life illustrations based on Peaceful Living’s experience during the pandemic. Learn how one organization leveraged its Anabaptist values, embraced disruption, and seized opportunities in order to engage stakeholders and expand its circle of support. The presenters will share strategies, tools and platforms, marketing and communications materials, and lessons learned along the way.
1:15 - 1:30 Workshops
Entrepreneurial Nonprofit Business InnovationAmanda Nugent Divine, CEO at Kings View Corporation & Jason Abodeely, President/CEO at Sunshine Communities — Does your organization have a business niche that may be in demand or are there any business development opportunities that could bring in additional revenue to support your ministry? Hear how two MHS member organizations capitalized on an opportunity to develop a new business venture and how those decisions are impacting the current and long term financial sustainability of each organization.
Plan for Success: Ask Consumers What They WantRob Love, President/CEO & Karen Adams, Vice President of Market Intelligence at Love & Company — It is critical to conduct thorough market research before undertaking master planning. One particular type of market research, conducted later in the master planning process, assures that, by the time your organization brings its new product to market, it will be one that senior living prospects will buy. This can be done by asking the prospects themselves for input and feedback on the project through consumer research events that capture both qualitative and quantitative data. In this session, you will learn: Why consumer research is critical to the master planning process; How consumer research can help to reveal the roots of prospect objections; How consumer research can provide insight into senior living prospects’ wishes, and drive future innovation.
1:30 - 1:45 Workshops
Simple Strategies for Improving Organizational PerformanceJeremy Kauffman, Consultant, MHS Consulting — Rising expectations from seniors, families and other stakeholders has created additional pressure on senior living providers. Amidst shrinking margins, staffing shortages, and other challenges, providers must optimize performance to meet these expectations. Based on work with multiple providers across the country, this presentation will focus on simple and often over-looked opportunities to improve performance.
Intentional Overtime and the Living WageKrista Sigler & Steve Keener at Jubilee Association of Maryland — Another inequity revealed by Covid: many of our staff members work 70+ hrs/wk for 2 or 3 employers without getting overtime pay from any of them. This is unjust, unhealthy, and even dangerous - not to mention how it affects performance and turnover. This workshop will explore how intentional overtime could enable an employee to earn a living wage by working 50-60 hrs/wk for 1 employer. Jubilee Association of Maryland Executive Director Steve Keener and HR Director Krista Sigler discuss how this paradigm shifting approach could be a financially sustainable strategy to pay more justly and enhance relationships with front line employees.
Understanding Indicators that May Signal Financial or Operational DistressAmy Castleberry, Managing Director at Ziegler — Every organization likely monitors various key metrics on an ongoing basis, whether daily, weekly, or monthly. Many organizations do a decent job of tracking these various metrics, but too often, the progress ends with the tracking and reporting. The real leadership and governance work begins with interpreting the data and using it to inform key decisions. This session will address the scenario whereby organizations do not give credence to their data and then struggle to develop a game plan to remedy the situation. With the additional COVID-19 pressures, there is less room for weak financial performance. Too many organizational leaders and board members wait too long to make hard decisions. The goal is to address these items and more.
1:45 - 2:00 Question and Answer Break Out Room Q&A
2:00 - 2:30 Roundtable Discussion Conference Favorites
2:30 - 3:00 General Session IV Closing Session


Mennonite Health Assembly is thrilled to have Everence as our co-sponsor for 2021.