F R A S I E R • 3 5 0 P O N C A P L A C E • B O U L D E R , C O L O R A D O

A P R I L 2 8 – 3 0 , 2 0 2 0

3R E A C H

W H A T ’ s I n s i d e ?Annual Sponsors .................................... 6

Schedule of Events ..................................... 8

General Sessions ........................... 11-12

Education Program

and EAGLE Pathways ...................... 14

Education Sessions ......................... 16

Travel .......................................... 22

REACH Meeting Pricing .................... 23

The UMA Annual Meeting is the best place

for professionals in diverse ministries to learn,

find inspiration for the work they do, and hear

from leaders in the field. Senior leadership,

trustees, community outreach ministries, faith

providers, and business partners – those

committed to quality service to diverse

populations including seniors, children, youth,

families, and persons with emotional or

developmental disabilities.

3 R e a s o n s Y o u M u s t A t t e n d

1. SPEAKERS. Hear from influential leaders

that are making an impact around thecountry.

2. COMMUNITY. Make connections withothers in your industry network and beyond.

3. SESSIONS AND EVENTS. Choose fromunique learning activities and events whereyou can invest in yourself and spark ideasto incorporate into your work.

B R I N G Y O U R T E A M ! WE’VE GOT SOMETHING FOR EVERYONE ON YOUR LEADERSHIP TEAM.

2 R E A C H

PHILANTHROPY17-A. Marketing Essentials and Dilemmas for Faith-

Based Organizations19-D. Telling Their Story: Dignity Through Technology21-F. Creating a Culture of Philanthropy16-G. Preparing for a New Way Forward22-H. Philanthropy Spring Summit

TECHNOLOGY12-B. Strategic Reposition for the Future of Senior Living13-D. A Proactive Approach to Cyber Threats in

Healthcare19-D. Telling Their Story: Dignity Through Technology

15-F. Managing Your Risk: Trends and Preventions inLong-Term Care

HUMAN RESOURCES7-B. Back to the Future: A Tactical Approach to

Preserving Heritage and Building Culture8-C. Getting it Right: Finding Your Next Pivotal Leader4-D. The Effects of Caring9-D. Leaning into Failure: Developing an Authentic

Learning Organization15-F. Managing Your Risk: Trends and Preventions in

Long-Term Care10-G. Culture Eats Strategy for Lunch and Here’s Why!

FINANCIAL MANAGEMENT11-A Reach for Exceptional Governance for a

Sustainable Future12-B. Strategic Reposition for the Future of Senior Living18-C. Developing and Operating Communities to Serve

Middle Income Seniors15-F. Managing Your Risk: Trends and Preventions in

Long-Term Care

HOUSING

1-A. Creating Community: The Evolution of SocialNeighborhoods

18-C. Developing and Operating Communities to ServeMiddle Income Seniors

20-E. Discovering a Diverse Perspective

Closing General Session: Realize that Everyone and Anyone Can Become Homeless

MARKETING1-A. Creating Community: The Evolution of Social

Neighborhoods17-A. Marketing Essentials and Dilemmas for Faith-

Based Organizations12-B. Strategic Reposition for the Future of Senior Living18-C. Developing and Operating Communities to Serve

Middle Income Seniors19-D. Telling Their Story: Dignity Through Technology

BOARD GOVERNANCE11-A. Reach for Exceptional Governance for a

Sustainable Future12-B. Strategic Reposition for the Future of Senior Living8-C. Getting it Right: Finding Your Next Pivotal Leader18-C. Developing and Operating Communities to Serve

Middle Income Seniors14-E. Compliance Duties and Oversight of Governing

Boards15-F. Managing Your Risk: Trends and Preventions in

Long-Term Care16-G. Preparing for a New Way Forward22-H. Philanthropy Spring Summit

HOLISTIC CARE AND COMMUNITY1-A. Creating Community: The Evolution of

Social Neighborhoods2-B. Using CQI to Increase Capacity to Meet

Spiritual Needs3-C. Families First: Keeping Focus in the New Normal4-D. The Effects of Caring19-D. Telling Their Story: Dignity Through Technology5-E. Attachment and Connection Across the Lifespan6-F. Ready Your Residential Care for Family First16-G. Preparing for a New Way Forward

4 5UMA ANNUAL MEETING • April 28—30, 2020R E A C H R E A C H

Dear Friends,

On behalf of UMA, we are thrilled to invite you to our 2020 Annual

Meeting, April 28-30 in Boulder, CO. We are fortunate that Frasier will

host our meeting on their stunningly beautiful campus, graced with

gorgeous views of the Rocky Mountains.

Our three-day conference has so much to offer your leadership team

including quality education, inspiring general sessions and numerous

networking experiences. The meeting features author and entertainer

Curtis Zimmerman whose keynote talk will inspire you to test your

talents to be your best. New this year, we’ve added a Philanthropy

Spring Summit, so extend your stay as long as possible and network

with your peers.

This year’s meeting theme is “REACH.” Throughout this year, we

will be exploring the many ways you can reach out to one another

to partner, grow your impact and stretch yourself and your mind-

set. You get the idea?!

We also are fortunate to have more than a dozen business

partners supporting our members’ work and sharing their

expertise as speakers, sponsors and attendees. We

invite everyone to gather with us on Wednesday

evening at our Celebration of Excellence to recognize

our newly reaccredited organizations and UMA Award

winners.

The City of Boulder sits 5,430 feet above sea level,

and reportedly enjoys 300 plus days of sunshine,

so we anticipate a sunny meeting. Join us for ed-

ucation and camaraderie. Plan to be a part of the

UMA Annual Meeting this spring. We look forward

to seeing you!

All the best,

Mary Kemper, CEO, UMA

Rob McMonagle and Susan Sharp, Co-Chairs

Shared Learning Committee

UMA ANNUAL MEETING • April 28—30, 2020

6 7UMA ANNUAL MEETING • April 28—30, 2020R E A C H R E A C H

A n n u a l S p o n s o r sW 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 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.

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

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.

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

8 9UMA ANNUAL MEETING • April 28—30, 2020R E A C H R E A C H

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 and CEO ChaddockQuincy, IL

Greg Peters, Past ChairChief Executive OfficerUMFSRichmond, VA

Steve Fetyko, Vice ChairPresident and CEOUnited Methodist Retirement Communities and Porter HillsChelsea, MI

Kitwana McTyer, TreasurerPresident and CEOFlorida United Methodist Children’s HomeEnterprise, FL

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

Kevin AndersonPresident and CEOWesley HomesDes Moines, WA

Larry CarlsonPresident and CEOUnited Methodist CommunitiesNeptune, NJ

Tim Johnson President and CEOFrasier Boulder, CO

Karen KilgoPresident and CEOFlat Rock Homes Flat Rock, OH

Marlin LivingstonPresident and CEOCunningham Children’s HomeUrbana, IL

Jason MillerSenior Vice President Otterbein SeniorLife Lebanon, OH

Brian PicchiniPresident and CEOUnited Methodist HomesBinghamton, NY

Suzanne PughPresident and CEOAldersgateCharlotte, NC

Laurie Anne SpagnolaPresident and CEOBoard of Child Care Baltimore, MD

Marlin Livingston, ChairPresident and CEO Cunningham Children’s Home Urbana, IL

Deborah ArmstrongVice President of Quality Improvement The Baby FoldNormal, IL

John BelliniChief Development and Strategy Officer Hillcrest Family Services Dubuque, IA

Joe BernardVice President of Administrative ServicesSpero Family ServicesMount Vernon, IL

Sue DaCamaraChief Operating OfficerAsbury CommunitiesFrederick, MD

Lori FurrDirector of Risk Management and SafetyAldersgate UMRCCharlotte, NC

David GlennVice President of Human ResourcesUnited Methodist CommunitiesNeptune, NJ

Doug MarshallPresident and CEOPresbyterian Home for ChildrenTalladega, AL

Sheila WalkerChief Operating OfficerBurlington UM Family ServicesBurlington, WV

7:00 AM

8:00 AM

9:00 AM

10:00 AM

11:00 AM

12:00 PM

1:00 PM

2:00 PM

3:00 PM

4:00 PM

5:00 PM

6:00 PM

7:00 PM

MONDAY • APRIL 27 TUESDAY • APRIL 28 WEDNESDAY • APRIL 29 THURSDAY • APRIL 30

9:00 AM –2:00 PM

UMABoard ofDirectors Meeting

9:00 AM –12:00 PM

Peer ReviewerTraining

7:45

AM

–5 P

M R

egis

trat

ion

Ope

n

7:45

AM

–4:3

0 PM

Reg

istr

atio

n O

pen

7:45

AM

–2:3

0 PM

Reg

istr

atio

n O

pen

Breakfast on Your Own at Hotels

Shuttles to Frasier

Breakfast on Your Own at Hotels

Shuttles to Frasier

Breakfast on Your Own at Hotels

Shuttles to Frasier

10:45 AM–12:15 PM Concurrent Education

Sessions (C) x 3

1:00–2:30 PM Concurrent Education

Sessions (A) x 3

1:30–2:30 PM Concurrent Education

Sessions (D) x 4

3:00–4:30 PM Concurrent Education

Sessions (B) x 3

4:30–6:00 PM Meet and Greet

Reception

12:15–1:15 PM Lunch

2:45–4:15 PM Concurrent Education

Sessions (E) x 3

8:30–1030 AM GENERAL SESSION

featuring Curtis Zimmerman

8:30–10:00 AM Concurrent Education

Sessions (F) x 3

10:15–11:45 AM Concurrent Education

Sessions (G) x 2

12:00–1:45 PM Closing General Session

and Lunch

2:00–4:30 PM Post Conference

Philanthropy Spring Summit3:00–

4:30 PM FRASIER TOUR 1

3:30– 5:00 PM FRASIER TOUR 2

12:00–1:00 PM New CEO and

Board of Directors Lunch (Invitation Only)

Dinner on Your Own

5:00–6:30 PM Celebration of Excellence

(Embassy Suites)

Shuttles to Hotels

Shuttles to HotelsShuttles to Hotels

Shuttles to Hotels andDinner on Your Own

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

All events are held at Frasier unless otherwise noted.

10 11UMA ANNUAL MEETING • April 28—30, 2020R E A C H UMA ANNUAL MEETING • April 28—30, 2020 R E A C H

S h a r e d L e a r n i n g C o m m i t t e e O p e n i n g G e n e r a l S e s s i o nRob McMonagle, Co-Chair Vice President for Talent Development and AcquisitionAsbury CommunitiesFrederick, MD

Susan Sharp, Co-ChairVice President of Philanthropy United Methodist CommunitiesNeptune, NJ

Andrew AllenFood Service DirectorOtterbein SeniorLifeLebanon, OH

Sheila Bundy, RN Director of Healthcare Service, Vice President,Quality and ComplianceWesbury United Methodist R.C.Meadville, PA

Gary DuncanChief Development OfficerUMFSRichmond, VA

Doug FlasherChief Operating OfficerSimpson Senior ServicesBala Cynwyd, PA

Maria HagadornDirector of Sales and DevelopmentAldersgateCharlotte, NC

Rev. Andrea (Renee) JacobsDirector, Spiritual Development and Agency ChaplainOhioGuidestoneBerea, OH

Karen KagiyamaDirector of Pastoral CareWesley WoodsAtlanta, GA

Matt ObertVice President of OperationsChaddockQuincy, IL

Cindy PylesResource Development ManagerBurlington UM Family Services, Inc.Keyser, WV

Nicole SmithExecutive Director of MD and DC ProgramsBoard of Child CareBaltimore, MD

Adalay WisonVice President of Community Based ServiesUMFSRichmond. VA

Wednesday, April 29 • 8:30 – 10:30 AM

Life at Performance LevelFeaturing Curtis Zimmerman

To thrive in today’s dynamic health and human service arena, leaders must strive to reach

their peak potential. We must stretch our vision and abilities to manage change, engage

clients and create a great culture. As individuals and organizations, the way to truly achieve

success is to continue to grow, learn and implement new ideas. That’s no easy feat. To do

so, we must act with intention, dream big and script new

goals and challenges to create the life we want.

Curtis Zimmerman is among the nation’s premier

speakers and entertainers. As an award-winning mime,

juggler, and fire-eater, Curtis sensitively balances the

connection between education and entertainment while

weaving together a highly interactive and life-

changing message. A frequent consultant

for corporations and educators, Curtis is

the author of several books including I

Believe...What do you Believe?, Keys to

Success in College and Life, and Life at

Performance Level.

Get ready for his profound insights in this

inspiring, high energy presentation.

It’s showtime!

12 13UMA ANNUAL MEETING • April 28—30, 2020R E A C H R E A C H

C l o s i n g G e n e r a l S e s s i o n a n d L u n c hPRINCIPLE 1

C h r i s t i a n M i s s i o n a n d C h u r c h R e l a t i o n s h i pThe 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

C l i e n t s S e r v e d T h r o u g h H o l i s t i c C a r eAn 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

C o m m u n i t y I n v o l v e m e n tAn EAGLE accredited organization, in addition to those whom it directly serves, purposefully contributes 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

G o v e r n a n c e a n d L e a d e r s h i pThe governing body of an EAGLE accredited organization is a responsible, informed, inclusive, and accountable body whose key roles are policy making and functioning as a fiduciary to protect the interests of the organization and its key stakeholders. It ensures the organization has a strategy for achieving the long-range mission of the organization. It recruits 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

C o m m i t m e n t t o E x c e l l e n c eAn EAGLE accredited organization strives for service excellence through structured, on-going methodologies 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.

PRINCIPLE 6

W o r k f o r c e E x c e l l e n c eAn EAGLE accredited organization engages, manages, 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 emphasizes ethical relationships and interactions.

PRINCIPLE 7

P h y s i c a l R e s o u r c e s M a n a g e m e n tAn EAGLE accredited organization exercises environmentally 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

F i n a n c i a l R e s o u r c e s M a n a g e m e n tAn EAGLE accredited organization has a moral and spiritual obligation to exercise responsible stewardship over its assets, liabilities, and risks.

PRINCIPLE 9

I n f o r m a t i o n M a n a g e m e n t a n d S e c u r i t yAn 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 necessary 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

M a r k e t s a n d C l i e n t sAn EAGLE accredited organization has an integrated marketing and public relations program that effectively positions it to respond to the needs of target markets, and furthers the operational and strategic goals of the organization.

E A G L E A c c r e d i t a t i o n P R I N C I P L E SThursday, April 30 • 12:00 – 1:45 PM

Realize that Everyone and Anyone Can become Homeless

UMA has a proud history of providing housing and care to our country’s

most poor and vulnerable. As early pioneers, our predecessors

founded the oldest orphanage in America in 1741 in the early colony

of Georgia and established the first home for aged persons in New

York City in 1850. Sadly, homelessness continues to afflict our

communities.

On any given day, more than half a million people in the United States

are homeless. From families living in tent cities in major metropolitan

areas to people sleeping on couches in rural towns or in their cars in

suburban neighborhoods, homelessness is a growing national crisis.

While anyone can become homeless, the populations we serve

remain among those at greatest risk. Statistics bear out that nearly

one-quarter of them are people with disabilities. The number of elders

on the streets increased nearly 50 percent over the past decade.

For youth aging out of foster care, 40-50 percent become homeless

within 18 months. How can we work together to make an impact?

Dialogue with our panel of experts about the causes for this national

crisis and discover innovative solutions that are beginning to make a

difference.

Beth Southorn Executive Director

LifeSTEPS, Inc."Sacramento Area, CA

Lindsay Moore Executive Director

Bridge of Hope Greater Denver

Denver, CO

Nikki Lewis Chief Financial Officer

Frasier Boulder, CO

14 15UMA ANNUAL MEETING • April 28—30, 2020R E A C H R E A C H

E d u c a t i o n P r o g r a m a n d E A G L E P a t h w a y s Below is an overview of our education program and related EAGLE principles.

DATETUESDAY WEDNESDAY THURSDAY

April 28 April 29 April 30

TIME 1:00–2:30 PM 3:00–4:30 PM 10:45 AM–12:15 PM 1:30–2:30 PM 2:45–4:15 PM 8:30–10:00 AM 10:15–11:45 AM

TRACK A (1.5) B (1.5) C (1.5) D (1.0) E (1.5) F (1.5) G (1.5)

HOLISTIC CARE AND

COMMUNITY

1-A

Creating Community:

The Evolution of Social

Neighborhoods

3, 10

2-B

Using CQI to Increase

Capacity to Meet

Spiritual Needs

5

3-C

Families First:

Keeping Focus in the

New Normal

2

4-D

The Effects

of Caring

2

5-E

Attachment and

Connection Across

the Lifespan

2

6-F

Ready Your

Residential Care

for Family First

5

WORKFORCE EXCELLENCE

7-B

Back to the Future: A

Tactical Approach to

Preserving Heritage

and Building Culture

1, 6

8-C

Getting it Right: Finding

Your Next Pivotal

Leader

4

9-D

Leaning into Failure:

Developing an

Authentic Learning

Organization

6

10-G

Culture Eats Strategy

for Lunch

and Here’s Why!

1, 6

GOVERNANCE, LEADERSHIP AND

STEWARDSHIP

11-A

Reach for Exceptional

Governance for a

Sustainable Future

4

12-B

Strategic Reposition for

the Future

of Senior Living

10

13-D

A Proactive Approach to

Cyber Threats in

Healthcare

9

14-E

Compliance Duties

and Oversight of

Governing Boards

4

15-F

Managing Your Risk:

Trends and Preventions

in Long-Term Care

7

16-G

Preparing

for a New Way

Forward

1

MARKETS AND CLIENTS

17-A

Marketing Essentials

and Dilemmas

for Faith-Based

Organizations

10

18-C

Developing and

Operating Communities

to Serve Middle

Income Seniors

3, 10

19-D

Telling Their Story:

Dignity Through

Technology

2, 9

20-E

Discovering a Diverse

Perspective

3

21-F

Creating a

Culture of Philanthropy

10

C = CHILDREN, YOUTH AND FAMILY FOCUSED = OLDER ADULT MINISTRIES FOCUSED

C C

16 17UMA ANNUAL MEETING • April 28—30, 2020R E A C H UMA ANNUAL MEETING • April 28—30, 2020 R E A C H

Tuesday, Apri l 281:00 – 2:30 PM

1-A. Creating Community:The Evolution of SocialNeighborhoods

• Learn how thoughtfully designedcommunities can promote socialinteractions.

• Discover how pocketneighborhood design strategiescan create a strong sense ofcommunity for older adults orpersons with disabilities.

• Hear real-world examples of theadaptability of these models tofit a variety of income levels.

FACULTY: Eric McRoberts, Partner, RLPS Architects, Lancaster, PA

17-A. Marketing Essentialsand Dilemmas for Faith-BasedOrganizations

• Analyze ways faith-basedsponsorship impacts yourorganization’s marketing andbrand image, both positively andnegatively.

• Develop strategies to marketmultiple versions of one brandmessage tailored to each sub-market and affinity group.

• Learn mistakes to avoid andbest practices to employ inmarketing to the sponsoringreligious organization and affinitygroup.

FACULTY: Tim Bracken, Vice President, and Lisa Pearre, Principal, Chief Client Services Officer, Love and Company, Frederick, MD

11-A. Reach for ExceptionalGovernance for a SustainableFuture

• Identify how your organizationcan create an enduring futureby optimizing performanceand establishing financialsustainability.

• Realize why organizations needto be intentional about stronggovernance practices includingfiscal stewardship, successionplanning and innovation to continueand grow their mission faithfully.

• Hear how Chicago MethodistSenior Services and its strategicboard have successfullyexpanded their reach throughstrong joint ventures andpartnerships.

FACULTY: April Murray, Director of Business Development, LeaderStat, Powell, OH; Bill Lowe, President and CEO, Chicago Methodist Senior Services, Chicago, IL; Jennifer Schwalm, Partner, Baker Tilly Virchow Krause, LLP, Chicago, IL

E d u c a t i o n P r o g r a m30-P. EAGLE Peer Reviewer TrainingTuesday, April 28, 9:00 AM – Noon • Frasier

This half-day event is relevant to new peer reviewers or experienced reviewers seeking a refresher. Leaders, emerging leaders and professionals identified in your organization to monitor quality systems are encouraged to attend. Serving as a peer reviewer contributes to the quality of health and human services while also offering valuable professional de-velopment.

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

• 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 anorganization’s self-study and during a site visit.

(Peer reviewers must have a minimum of five years of experience in the field and commit to participate in one EAGLE review per year. The online modules must be completed prior to attending the live training session. See our website for full details.)

3:00 – 4:30 PM

2-B. Using CQI to IncreaseCapacity to Meet SpiritualNeeds

• Understand and apply theCQI plan-do-act-check cycleto problems and issues in apractical way.

• Learn practical tools andtemplates to complete thiscritical planning step whenaddressing the spiritual needsof clients.

• Realize ways to improve thecapacity to provide spiritual lifeservices and how to measurethe progress towards a desiredchange.

FACULTY: Deborah Armstrong, Vice President of Quality Improvement, and Lara Raper, Quality Coordinator, The Baby Fold, Normal, IL

7-B. Back to the Future:A Tactical Approach toPreserving Heritage andBuilding Culture

• Recognize that stewardshipof culture must be a key driverfor organizational strategy andstrength.

• Design and implement toolsand tactics to influence cultureat all levels and move yourorganization toward the futurewhile preserving values andheritage.

• Measure the success ofthoughtful approaches toembed the desired culture in thebehavior of staff.

FACULTY: Rob McMonagle, Vice President for Talent Development and Acquisition, Asbury Communities, Inc., Frederick, MD

E d u c a t i o n P R O G R A M ( c o n t . )E d u c a t i o n P R O G R A M ( c o n t . )E d u c a t i o n P R O G R A M ( c o n t . )

12-B. Strategic Reposition forthe Future of Senior Living

• Understand the key trendsimpacting not-for-profit, faith-based senior living providerstoday including growth,consolidation, repositioning andtechnology.

• Identify essential, proactivestrategies that single and multi-site providers can implement toremain competitive.

• Hear examples from other peerorganizations throughout thecountry who are adapting tomeet the needs of the future.

FACULTY: Will Carney, Managing Director, Ziegler, Chicago, IL; David Slack, Chief Strategy Officer, Frasier, Boulder, CO

18 19UMA ANNUAL MEETING • April 28—30, 2020R E A C H UMA ANNUAL MEETING • April 28—30, 2020 R E A C H

Wednesday, Apri l 2910:45 AM – 12:15 PM

3-C. Families First: KeepingFocus in the New Normal

• Receive an overview of afamily systems approach thatcombines parenting groupsand family therapy to treatingtroubled adolescents.

• Learn five key strategies usedby the Parenting with Love andLimits (PPL) evidence-basedtreatment model to facilitatehealing.

• Discuss the challenges,successes and adaptationsused for family and communityengagement in servingfamilies with diverse culturalbackgrounds.

FACULTY: John Burek, Chief Executive Officer, and Ellen Souder, Vice President of Clinical Services, Parenting With Love and Limits, Inc., Savannah, GA

8-C. Getting it Right: FindingYour Next Pivotal Leader

• Examine how industry-validatedselection tools prevent bias andincrease accuracy of leadership.

• Discover the approaches thatensure that your organizationselects leaders who fit best withyour culture and values.

• Learn ways to buildaccountability and consensusamong managers in leadershiphiring.

FACULTY: David Fineran, National Accounts Executive, Insight Worldwide, Salem, OR; David Glenn, Vice President of Human Resources, United Methodist Communities, Neptune, NJ

18-C. Developing andOperating Communities toServe Middle Income Seniors

• Evaluate development strategiesand disciplines needed todevelop a moderate-incomeproject.

• Determine the best financingmethods and capital structuresfor these communities.

• Realize how changes totraditional business and pricingmodels are helping to attractmore seniors and manageoperating expenses.

FACULTY: Aaron Rulnick, Managing Principal, HJ Sims, Rockville, MD; Kevin Anderson, President and CEO, Wesley Homes, Des Moines, WA; David Buckshorn, President and CEO, Wesley Commons, Greenwood, SC; John Mehrkens, Principal, Bailé Senior Development, Maple Grove, MN

1:30 – 2:30 PM

4-D. The Effects of Caring

• Recognize the adverse impactof ongoing exposure to intensefeelings of the clients who haveexperienced trauma or adversechildhood experiences.

• Gain a deeper understandingof vicarious trauma andcompassion fatigue and theimpact on counselors andcaregivers.

• Explore strategies to assess andimprove self-care and combatburnout.

FACULTY: Joshua Carlson, Director of The Knowledge Center, Chaddock, Quincy, IL

9-D. Leaning into Failure:Developing an AuthenticLearning Organization

• Discover why investing inemployees’ learning is one of themost cost-effective and targetedmethods to achieve growth inyour personnel and organization.

• Realize how deep learning occurswithin healthy organizations thatembrace failure as a means togrow and innovate.

• Assess your organization’slearning culture and the actionsteps to create an authenticlearning culture.

FACULTY: Nancy Toscano, Chief Operating Officer and Lindsey Layne, Director of Strategy and Innovation UMFS, Richmond, VA

13-D. A Proactive Approach toCyber Threats in Healthcare

• Explore current and emergingcyber threats – a leading causeof privacy and security breachesin healthcare.

• Understand cybersecuritybasics, risk, and mitigation aswell as existing enforcementrequirements including HIPAAsecurity and privacy.

• Learn techniques for creating aproactive, prioritized approachfor protected information andpreventing and responding tocyber threats.

FACULTY: John DiMaggio, Co-Founder and CEO, BlueOrange Compliance, Dublin, OH

19-D. Telling Their Story:Dignity Through Technology

• Hear about the cross country“cruising and crooning” tourthat not only celebrated keymilestones, but the everydaylives of our members and thepeople they serve.

• Discover how today’s technologyhelps improve the health andwellbeing of older adults andhear their inspiring life stories.

• Find out how powerful ideas andmeaningful trips down memorylane can strengthen connectionsfor everyone involved.

FACULTY: Jack York, President and co-founder, iN2L, Greenwood Village, CO; Maria Hagadorn, Director of Sales and Development, Aldersgate, Charlotte, NC

2:45 – 4:15 PM

5-E. Attachment andConnection Across theLifespan

• Understand how connectionis an essential resiliency factorregardless of age.

• Hear scientific and real-life examplesof the value of meeting attachmentneeds across the lifespan.

• Demonstrate ways the fouressential qualities of rewardingrelationships can create safety andeven prevent and resolve trauma.

FACULTY: Karen Buckwalter, Director of Program Strategy, Chaddock, Quincy, IL; Michelle Robison, Executive Director, Artesia Christian Home, Artesia, CA

14-E. Compliance Dutiesand Oversight of GoverningBoards

• Gain a deeper understanding ofthe expectations of a governingbody related to complianceoversight responsibilities.

• Learn the fundamental structuresof a compliance program andeffective governance practices.

• Discover strategies tooperationalize successfulcompliance communications withthe board to reduce liabilities.

FACULTY: Karla Dreisbach, Vice President of Compliance, Friends Services Alliance, Blue Bell, PA

20-E. Discovering a DiversePerspective

• Learn about a 71-year-oldretirement community, situatedin an economically and culturallydiverse area, that embarked ona strategic journey to become amore diverse, inclusive community.

• Hear the business case forcreating and fostering diverse,caring communities whereeveryone has a voice and value.

• Discover tools and resources tosupport organizations striving toengage people of different thoughts,lifestyles, talents, skills, and means.

FACULTY: Suzanne Pugh, President and CEO, Veronica Calderon, Chief Diversity, Inclusion and Equity Officer, and Kathlene Hendrick, Director of Human Resources, Aldersgate, Charlotte, NC

E d u c a t i o n P R O G R A M ( c o n t . ) E d u c a t i o n P R O G R A M ( c o n t . )

22-H. Phi lanthropy Spring SummitEngage Your Board and Leadership in Fundraising Strategies

Thursday, April 30 • 2:00 – 4:30 PM • Frasier

Cultivating a fundraising mindset among your board of directors and leadership team is a critical step in implementing a strong culture of philanthropy. It’s only when your board members and leadership team truly embrace fundraising that you and your organization can fully reach your fundraising goals. The key to success is to make the tasks of donor cultivation, acknowledgment, and solicitation simple, fun and – second nature.

In this afternoon workshop, you will discover ways to engage your board along with your leadership team and arm them with tools, resources, and new skills to yield measurable results. Whether you are a team of one or 20 professionals, this event will not only offer you new strategies, but a chance to dialogue with experts and your peers who understand your work and ministry.

FACULTY: Robbe Healey, Vice President for Philanthropy, Simpson Senior Services, Bala Cynwyd, PA; Member Faculty TBD

2.25 CFRE credits pending

20 21UMA ANNUAL MEETING • April 28—30, 2020R E A C H R E A C H

Thursday, Apri l 308:30 – 10:00 AM

6-F. Ready Your ResidentialCare for Family First

• Comprehend the requirementsto become a QualifiedResidential Treatment Program(QRTP) under the Family FirstPrevention Services Act (FFPSA).

• Realize why organization-widequality practices need to betrauma-informed, evidence-basedand include strategies for familyengagement and effective aftercare.

• Understand the expectations ofeach approved accrediting bodyand how best to successfullyand proactively prepare foraccreditation.

FACULTY: Jennifer Flowers, Founder and CEO, Accreditation Guru, Inc., Mamaroneck, NY; Laurie Ann Spagnola, President and CEO, Board of Child Care, Baltimore, MD; Jill Myers, Director of EAGLE Accreditation, United Methodist Association of Health and Welfare Ministries, Frederick, MD

15-F. Managing Your Risk:Trends and Preventions inLong-Term Care

• Hear an underwriter’s view of thestate of risks and prevention inlong-term care.

• Look ahead to the loomingtrends for the coming decadeand the steps your organizationcan take to prepare.

• Learn about cutting-edgeartificial intelligence technologydesigned to prevent falls.

FACULTY: Rafael C. Haciski, Vice President of Healthcare, Johnson Kendall Johnson, Newtown, PA

21-F. Creating a Culture ofPhilanthropy

• Gain strategies to help yourleadership team share theimpact of philanthropy on yourorganization.

• Recognize ways your operationsteam can influence philanthropythrough storytelling andstewardship efforts.

• Realize how a diverse gifttoolbox can enhance thebenefit of philanthropy for yourorganization and donors.

FACULTY: J.D. Shuman, President and CEO, The Asbury Foundation, Frederick, MD

10:15 – 11:45 AM

10-G. Culture Eats Strategyfor Lunch and Here’s Why!

• Understand why culture is criticalto long-term organizationalsuccess and ways to accuratelyidentify it in your organization.

• Consider how culture awarenesscan be an effective tool forrecruitment and leadershipdevelopment strategies.

• Find out how a cultureassessment is supportingMississippi Methodist SeniorServices in attaining its visionand strategies.

FACULTY: Michele Holleran, Founder and CEO, Holleran, Wrightsville, PA; Steve McAlilly, President and CEO, Mississippi Methodist Senior Services, Tupelo, MS

16-G. Preparing for aNew Way Forward

• Receive an overview of theproposals to General Conference2020 about the future of TheUnited Methodist Church.

• Dialogue with UMA peers aboutthe impact on UMA ministries ofvarious proposals including theireffects on fundraising, brandingand trusts.

• Explore ways that UMAmembers can work together tosupport one another’s missionand continue to honor theirWesleyan values.

FACULTY: Andrew Hendren, General Counsel, Wespath, Glenview, IL; Member Faculty TBD

E d u c a t i o n P R O G R A M ( c o n t . )

f r a s I e r t o u r

C E C R E D I T H O U R S

Education Sessions 1.5 hours each (A, B, C, E, F, and G) 1 hour each (D)

General Sessions 1 hour each (Wednesday and Thursday mornings)

EAGLE Peer Reviewer Training 3.0 hours

Spring Philanthropy Summit 2.5 hours

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

Frasier is a Life Plan Community, offering seniors a full continuum of housing and care options. Located

in a residential area of Boulder, Colorado, Frasier is an independent, mission-driven retirement community,

founded by the Rocky Mountain Conference of the United Methodist Church on 20 acres of land donated

by Elmer and Mayme Frasier. Since opening in 1960 with 100 apartments, Frasier has grown to a staff of

300+ and care to more than 500 seniors. Enjoy a walking tour of the beautiful campus, showcasing the

new $90 million+ expansions that includes The Prairies – a new 98 resident independent living apartment

building, The Canyons Center, an expanded and renovated Wellness Center, and updated and new dining

venues. There is no cost associated with this tour; however, space is limited and pre-registration

is required.

22 23UMA ANNUAL MEETING • April 28—30, 2020R E A C H UMA ANNUAL MEETING • April 28—30, 2020 R E A C H

L O C A T I O NFrasier

SIGN UP for a tour of the community when you register!

350 Ponca PlaceBoulder, CO 80303303-499-4888

Google Map

A I R P O R TDEN - Denver International Airport41 miles8500 Peña Blvd, Denver, CO 80249

L O D G I N G I N F O R M A T I O NUMA has partnered with The Headquarters Hotels:

The Embassy SuitesTo reserve your room click here.2601 Canyon Boulevard Boulder, Colorado, 80302, USA1-303-443-2600 or 1-800-HILTONS$179-$209/per night

Hilton Garden InnTo reserve your room click here.2701 Canyon Boulevard, Boulder, Colorado, 80302, USA1-303-443-2200 or 1-800-HILTONS$174-$219/per night

T R A N S P O R T A T I O NAirport to Hotel

• Mobile App Services LYFT or UBER: $60 - $90 eachway for varying levels of service

• We recommend Green Ride shuttle service. GreenRide offers round-trip shuttle transportation to/fromDenver airport to Boulder hotels for under $100roundtrip with discounts for multiple riders.A reservation is required. Visit their website fordetails and to reserve your ride.

Hotels to Frasier

UMA will provide shuttles to/from Frasier at strategic times during the event. The daily shuttle schedule will be provided in the final meeting materials.

REGISTER EARLY for discounted prices here.

BUSINESS PARTNER EXPERIENCE SPONSOR PROSPECTUSOpportunities for this event are available now. Review the details and sign up using this LINK.

A N N U A L M E E T I N G T R A V E L I N F O R M A T I O NA N N U A L M E E T I N G T R A V E L I N F O R M A T I O N

Registration Fees Member Non-Member Single Day Rate Business MemberBusiness

Non-Member

Individual $675/$625 $775/$725 $400/$350 $750/$700 $1250/$1200

Teams of 2-4 $649/$599 $649/$699 N/A N/A N/A

Teams of 5+ $599/$549 $699/$649 N/A N/A N/A

Other Ticket Options

Trustee $550/$500

Spouse/Guest Meal Pass

$100Includes 2 receptions (Meet and Greet Reception and Celebration of Excellence) and 2 lunches (Wednesday and Thursday, only)

Student $400/$350 Student ID required

A N N U A L M E E T I N G P R I C I N GA P R I L 2 8 — 3 0 , 2 0 2 0

REGISTER: https://ouruma.site-ym.com/event/AM2020

FOR MORE INFORMATION: (ph) 301-556-1340 • (website) www.ouruma.org • (email) AM2020@ouruma.org

Early Bird Rate Discount (in orange) available through Friday, March 27. Beginning March 28 all regular rates will apply.