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J Y EMPOWERED BY SHELL POINT RETIREMENT COMMUNITY • FORT MYERS, FL MAY 7–8, 2019 UMA ANNUAL MEETING

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Page 1: UMA ANNUAL MEETING EMPOWERED BY J Y€¦ · Lessons from an Affiliation E2 Create Team Alignment: Leadership Lessons from the Trenches F2 Fostering an Employee-Centered Workplace

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

Page 2: UMA ANNUAL MEETING EMPOWERED BY J Y€¦ · Lessons from an Affiliation E2 Create Team Alignment: Leadership Lessons from the Trenches F2 Fostering an Employee-Centered Workplace

3 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.

Page 3: UMA ANNUAL MEETING EMPOWERED BY J Y€¦ · Lessons from an Affiliation E2 Create Team Alignment: Leadership Lessons from the Trenches F2 Fostering an Employee-Centered Workplace

4UMA ANNUAL MEETING • MAY 7– 8, 2019

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.

Page 4: UMA ANNUAL MEETING EMPOWERED BY J Y€¦ · Lessons from an Affiliation E2 Create Team Alignment: Leadership Lessons from the Trenches F2 Fostering an Employee-Centered Workplace

5 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

- Th

e Vi

llage

Chu

rch

7:30

a.m

.–3

p.m

. Re

gist

ratio

n-In

form

ario

n O

pen

- The

Clu

b

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

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.

2:45–4:15 p.m. Concurrent Ed Sessions

(C) x 3

1:15–2:15 p.m. Concurrent Ed Sessions

(E) x 3

8:30–10:00 a.m. CLOSING

8:00 a.m.–Noon EAGLE

Peer Reviewer Training

1:30–4:30 p.m. Board Meeting

Caloosa B, Marriott

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

10:45 a.m. - Shuttle Pickup at Marriott for Tour 1

Doug Abrams

Concurrent Ed Sessions (B) x 3

GENERAL SESSION

Joy Stories featuring Jack York

12:00–1:00 p.m. Lunch

Peer Reviewer Recognition

2:30–4:00 p.m. Concurrent Ed Sessions

(F) x 3

4:15–5:30 p.m. Shell Point Tour 3

SHELL POINT -THE VILLAGE CHURCH

MARRIOTT - CALOOSA

SHELL POINT - THE CLUB

MARRIOTT - CALOOSAIOTT

MARRIOTT - CALOOSA

MARRIOTT - AZALEA ROOM

MARRIOTT - GARDENS BALLROOM

Page 5: UMA ANNUAL MEETING EMPOWERED BY J Y€¦ · Lessons from an Affiliation E2 Create Team Alignment: Leadership Lessons from the Trenches F2 Fostering an Employee-Centered Workplace

6UMA ANNUAL MEETING • MAY 7– 8, 2019

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.

Auditorium, The Village Church at Shell Point

JOYCAST SPONSORED BY:

Page 6: UMA ANNUAL MEETING EMPOWERED BY J Y€¦ · Lessons from an Affiliation E2 Create Team Alignment: Leadership Lessons from the Trenches F2 Fostering an Employee-Centered Workplace

7 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.

B a n q u e t D i n i n g R o o m , T h e C l u ba t S h e l l P o i n t

Page 7: UMA ANNUAL MEETING EMPOWERED BY J Y€¦ · Lessons from an Affiliation E2 Create Team Alignment: Leadership Lessons from the Trenches F2 Fostering an Employee-Centered Workplace

8UMA ANNUAL MEETING • MAY 7– 8, 2019

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

A B C D E F

DATE Tuesday, May 7 - The Village Church Wednesday, May 8 - The Club

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 B2

Where Angels Fear to Tread - Leading aTurnaround

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

EDUCATION PROGRAM and EAGLE PATHWAYS

Chapel

Resilient Leadership:

Build Organizational

Strategy for the Future

Auditorium

Hospitality Room

Chapel Chapel

Auditorium Auditorium

Hospitality Room

Hospitality Room

Private Dining Room

Add Muscle to Your

Message: Use Data

to Tell Your Story

Private Dining Room

Banquet Dining Banquet Dining Banquet Dining

Fitness Room

Fitness Room

Fitness Room

Private Dining Room

Sponsored by

Sponsored by

Page 8: UMA ANNUAL MEETING EMPOWERED BY J Y€¦ · Lessons from an Affiliation E2 Create Team Alignment: Leadership Lessons from the Trenches F2 Fostering an Employee-Centered Workplace

9 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.

Page 9: UMA ANNUAL MEETING EMPOWERED BY J Y€¦ · Lessons from an Affiliation E2 Create Team Alignment: Leadership Lessons from the Trenches F2 Fostering an Employee-Centered Workplace

10UMA ANNUAL MEETING • MAY 7– 8, 2019

Tuesday, May 7

10:45 a.m. – 12:15 p.m.

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

• Recognize the challengesthat disaster, crisis or traumapresent for your clients, staffand families, especially uniqueindividuals served within yourministry.

• Understand why the recoveryphase of disaster presentstremendous opportunity forspiritual and emotional growth.

• Gain valuable tools andinterventions to provideemotional support to thosein your organization and thebroader community.

• Learn a transformationalmethod of seeing, thinkingand leading that helps leadersbetter navigate the hiddendynamics of an organization.

• Explore an approach toeveryday challenges that buildsresilience in leaders and theirteams.

1:30 p.m. – 2:30 p.m.

B1 Heart for Service: Connecting Your Passion with Community Needs

• Learn how to transform yourorganization through feedbackgarnered from the greatercommunity.

• Explore community partnershipideas that allow yourorganization to strengthencommunity impact.

• Discover how philanthropy canimprove community perceptionof your organizations andpreserve your nonprofit status.

• Hear how to lead with laserfocus despite competingproblems of an establishedorganization includingdysfunction, burnout,skepticism and limited financialresources.

• Learn about tools andstrategies one organizationused to grow 50% and re-establish itself within threeyears.

• Discuss the key conceptsof organizational culture toreset culture and commitmentaround a shared vision.

• Hear how Asbury Communitiesis using a resilient leadershipmodel to redefine aging, serveas an employer and providerof choice, and build financialstrength.

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 andfinancial considerations thatimpact the repositioningprocess.

• Review alternative financingstructures to maximize theefficiency of the financingduring repositioning.

• Hear case studies aboutoperations and finance lessonslearned from organizationsundergoing campusrepositioning projects.

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

FACULTY: David Mark Owens, Lead Chaplain, Otterbein Franklin SeniorLife Community, Franklin, INChapel, Shell Point A2 Resilient Leadership: Build Organizational Strategy for the Future

FACULTY: Nikki Rineer, President, Holleran Consulting, Wrightsville, PAChapel, Shell Point B2 Where Angels Fear to Tread – Leading a Turnaround

Auditorium, Shell Point

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

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, MIHospitality Room, Shell Point

Page 10: UMA ANNUAL MEETING EMPOWERED BY J Y€¦ · Lessons from an Affiliation E2 Create Team Alignment: Leadership Lessons from the Trenches F2 Fostering an Employee-Centered Workplace

11 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 ransomwareand crypto-jacking haveemerged as major threats tohealthcare.

• Hear case studies of recentattacks that have led tobusiness disruption, downtimeand financial losses.

• Identify strategies andtechniques for prevention,preparation and response tothreats.

• Discuss ways to apply trauma-informed principles to designeffective and meaningfulspiritual life activities.

• Share and explore resourcesfor developing spiritual lifeprogramming with children andyouth.

• Understand how a strongtrauma-informed culture ofself-care, compassion andkindness can contribute to staffwellness.

• Realize why an organization’sfiduciary commitment to protectand foster its faith-basedmission is becoming a greaterchallenge with current workforcedemographics and expectations.

• Gain tools and processesfor implementing successfulorganizational successionplanning among leadership,board and staff.

• Discover how an organization-wide sense of responsibility,accountability, and shared visionand commitment can serveas a catalyst for successfulsuccession 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 studylaunched Magnolia Manor’sefforts to expand and enhancetheir presence in the Columbussenior living middle market.

• Understand the relationshipbetween market needs, masterplanning and the business casemodel for success.

• Explore the lessons learnedand successful outcomes fromthis 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

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

C2 Protect the Mission with Strategic Succession Planning

Auditorium, Shell Point

FACULTY: John DiMaggio, CEO, BlueOrange Compliance, Dublin, OHHospitality Room, Shell Point2:45 p.m – 4 :15 p.m.

C1 Trauma- Informed Spiritual Care for Children and Youth Hospitality Room, Shell Point

Page 11: UMA ANNUAL MEETING EMPOWERED BY J Y€¦ · Lessons from an Affiliation E2 Create Team Alignment: Leadership Lessons from the Trenches F2 Fostering an Employee-Centered Workplace

12UMA ANNUAL MEETING • MAY 7– 8, 2019

Wednesday, May 8

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

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

• Discuss the importanceof educating your board,residents and employees aboutEAGLE to prepare them for theaccreditation process.

• Learn the strategic approachused by United MethodistRetirement Communities inChelsea, Michigan to navigateits EAGLE self-study.

• Hear how this approach madetheir organization stronger andled it to successfully achieveEAGLE-accreditation with ninecommendations.

• Hear the story of a proactive,single-site United Methodistsenior living organization thatexplored affiliation with a largerorganization that shared theircore values.

• Discuss the key considerationsof an affiliation and theprocess, tools and timeline toevaluate this decision.

• Participate in a candid dialogueabout the successes andmissteps of the affiliationprocess.

• Understand why havinga culture of philanthropyis essential to the healthand growth of a non-profitorganization.

• Realize how this strongculture team can advanceopportunities to cultivatedonors and solicit gifts whilecreating valuable internalrelationships.

• Gain best practices anda simple action plan forestablishing a philanthropicspirit within your organization.

• Hear an update on the workof a Way Forward Task Forcefollowing the February 2019Special Session of the GeneralConference of the UnitedMethodist Church.

• Understand the potentialimpact of proposed changeson UMA ministries includingfundraising, branding andtrusts.

• Dialogue about possible waysto prepare for these changes.

• Explore timeless leadershipprinciples put to the testthrough the lens of the Battleof Gettysburg and otherleadership case studies.

• Examine successful andunsuccessful attempts at buildteam alignment needed toachieve organizational success.

• Gain tactical and practicalinformation for building teamalignment and trust in yourorganization and leadership.

• Understand how to evaluatedata to better communicatesuccessful outcomes andorganizational expertise.

• Discover how to distillevidence-based, research datainto communication tools toshare internally and externallywith key stakeholders.

• Realize how concrete data tosupport your organization’snarrative can better showcasethe knowledge and experienceand expertise of your staff.

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

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, MIPrivate Dining Room, Shell Point

D2 Stronger Together: Lessons from an Affiliation

FACULTY: Emily Robbearts, Director, Agency Impact, and Annette Nagy, Associate Director, Quality, Chaddock, Quincy, ILPrivate Dining Room, Shell Point

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, Jason Miller, VP Operations,Otterbein SeniorLife; Lebanon, OHBanquet Dining Room, Shell PointD3 Create a Culture of Philanthropy

FACULTY: John Franklin, Managing Director, BB&T Capital Markets, Richmond, VABanquet Dining Room, Shell Point E3 Add Muscle to Your Message: Use Data to Tell Your Story

FACULTY: Susan Sharp, VP Philanthropy, United Methodist Communities of New Jersey, Neptune, NJFitness Room, Shell Point

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

E1 Exploring the Impact of a Way Forward on UM Ministries

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

E2 Create Team Alignment: Leadership Lessons from the Trenches

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13 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 potencyand availability of opioidsled to a dramatic rise in theiruse despite the high risk ofaddiction and overdose.

• Discuss drug diversion andthe medications most at-riskfor diversion in healthcareorganizations.

• Learn how to be alert to “redflags” and specific stepshealthcare organizationscan take to deter and detectdiversion of controlledsubstances and high-costmedications.

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 andgenerational shifts challengingaging services providers’ abilityto recruit and retain a qualityworkforce.

• Realize how the physicalenvironment and staff amenitiescan decrease turnover,absenteeism and loss ofproductivity.

• Hear how to embraceworkplace practices andbenefit packages that attractand retain staff and cultivateemployee 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 marketresearch and developmentstrategies to enhancecompetitive positioning.

• Understand how effectivebranding and other marketingand sales resources cansupport operational excellence.

• Realize why operationalassessment processesand capital planning areessential components of acomprehensive marketing plan,optimal operations and goodstewardship.

Tour Shell Point Retirement Community: Seats are limited to those who pre-registered for the tour online.

Monday Tour 1: Departs Marriott via shuttle at 10:45 a.m. Monday Tour 2: Departs Marriott via shuttle at 2:45 p.m Wednesday Tour 3: Departs The Club at Shell Point at 4:15 p.m.

EAGLE Peer Reviewer Training • Thursday, May 9, 8 a.m. – Noon • AZALEA ROOM, 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.

• Join other peer reviewers in gaining a deeper understanding of the history and value of EAGLE, its processesand 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” whenassessing an organization’s self-study and during a site visit.

FACULTY: Jean Turvey, Vice President, Lockton Companies LLC, Kansas City, MOPrivate Dining Room, Shell Point

Banquet Dining Room, Shell Point

FACULTY: Beverly Asper, Director, and Jennifer Schwalm, Partner, Baker Tilly, Philadelphia, PA; Gary Gardner, Senior Vice President, United Methodist Homes, Binghamton, NYFitness Room, Shell Point

Page 13: UMA ANNUAL MEETING EMPOWERED BY J Y€¦ · Lessons from an Affiliation E2 Create Team Alignment: Leadership Lessons from the Trenches F2 Fostering an Employee-Centered Workplace

14UMA ANNUAL MEETING • MAY 7– 8, 2019

LOCATIONShell Point Retirement Community 15101 Shell Point Boulevard Fort Myers, FL 33908 (800) 780-1131 Google Map

Sanibel Harbour Marriott Resort and Spa 17260 Harbour Pointe Drive

Fort Myers, Florida 33908

AIRPORTRSW – SW Florida International Airport 21 miles

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/Shell Point Shuttle Schedule Shell Point shuttles are available at these strategic times during the event. Monday, May 610:45 a.m. – Board Shuttle for Shell Point Tour 1 at Marriott outside lobby

2:45 p.m. - Board Shuttle for Shell Point Tour 2 at Marriott outside lobby

Tuesday, May 77:45 – 9:00 a.m. Shuttles pick up at Marriott outside lobby to Shell Point; 3 buses to alternate.

4:15-5:15 p.m. - Shuttles pick up at The Village Church to Marriott 3 buses to alternate.

Wednesday, May 87:45 – 9:00 a.m. Shuttles pick up at Marriott outside lobby to Shell Point; 3 buses to alternate.4:00-4:30 p.m. Shuttles pick up at The Village Church to Marriott.

4:15 p.m. - Board Shuttle for Shell Point Tour 3 at main entrance of The Club at Shell Point

5:15-5:30 p.m. - Tour Group 3 returns to Marriott.

ANNUAL MEET ING

LOGIST ICS

ATTIREBusiness Casual

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Take Notes

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SPECIAL THANKS TO OUR

ANNUAL MEETING SPONSORS

NAME BADGE SPONSOR TUESDAY LUNCH SPONSOR

CELEBRATION OF EXCELLENCE SPONSOR CELEBRATION OF EXCELLENCE SPONSOR

JOYCAST SPONSOR WEDNESDAY LUNCH SPONSOR

EDUCATION TRACK SPONSOR EDUCATION TRACK SPONSORJOYRIDE SPONSOR