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COURSE
DESCRIPTIONS
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REACHING OUR TIPPING POINT
ONE COURSE AT A TIME

 
Whether you’re working towards a Meals on Wheels Leadership Certificate, earning a Specialist Certificate or just looking to gain new knowledge and insights, Leadership Academy Conference courses provide everyone the opportunity to work in the major areas and disciplines that make our programs run successfully.

Explore the subject areas available by clicking each circle:

  • THOUGHT LEADERSHIP

    Extending your mastery over the big-picture emerging and strategic issues that most impact our field.
  • MANAGEMENT

    Learning to effectively lead or direct people and organize resources to effectively accomplish your program’s goals and objectives.
  • DEVELOPMENT AND FUNDRAISING

    Helping you build sustainable revenue streams for your organization.
  • COMMUNICATIONS

    Includes all strategic activities around fostering relationships, crafting messages, building a brand and spreading the word. 
  • NUTRITION

    Mastering a broad range of topics related to senior nutrition and food service operations.
  • VOLUNTEER MANAGEMENT

    Managing all aspects of running a volunteer program.
  • FINANCIAL MANAGEMENT

    Developing the skills needed to monitor your organization’s financial condition and to ensure the practice of good financial management.

COURSE DESCRIPTIONS

MONDAY, AUGUST 28

12:45 p.m. to 4:00 p.m. – National Resource Center for Nutrition and Aging Pre-Conference Workshop (Space is limited; Pre-Registration required)

thought
The Importance of Social Determinants of Health in Healthcare

 
Hosts: The National Resource Center on Nutrition and Aging and Meals on Wheels America 
Moderators: Jessica Oster and Lori Peterson
Presenters: Jeanne Blankenship, MS, RDNKeri Lipperini, Linda Netterville, RD, LD, Robert Schreiber, MD, and Charlie Teese, MED
Competency: Business Acumen
Track: Thought Leadership
Level: 101 Foundational
Credits: 3

Over the last few years, the healthcare environment has provided the Aging Network and senior nutrition programs new opportunities for engagement with healthcare payers that support positive health outcomes. While these relationships have focused largely on addressing food access, senior nutrition programs are also uniquely well-positioned to address the broader community-based approaches that address social, economic and environmental factors that influence health. There is a growing recognition of the impact of social determinants on health and well-being which gives senior nutrition programs more leverage with healthcare entities to better support seniors with complex needs and bridge the gap between clinical and community services. Challenges such as malnutrition, social isolation, transportation and home safety are increasingly being identified as key risks to a senior's continued independence. Led by subject matter experts and fellow programs, this Intensive Workshop will focus on leveraging emerging opportunities and overcoming barriers to integration.


TUESDAY, AUGUST 29

10:00 a.m. to 11:30 a.m. – Concurrent Sessions

thought
Structured Creative Problem Solving                                                         

Presenter: Gregg Fraley
Competency: Planning for the Future
Track: Thought Leadership
Level: 101 Foundational
Credits: 1

Do you or your organization have a current challenge you’re looking to solve? In this session, innovation expert  and Chief Solver Gregg Fraley will teach you to practice Creative Problem Solving (CPS) according to the powerful Osborn-Parnes model on a challenge of your choice. You'll walk away with tools for visioning, problem framing, research, ideation, idea development and action planning that you can apply to both your professional and personal lives. Equipped with these tried and true techniques, you’ll be exploring your challenge in new, effective ways in no time. This session promises to be fast paced, fun and intensive!

nutr
Assessing and Leveraging Food Insecurity and Malnutrition Across the Care Continuum

Presenters: Ucheoma Akobundu, PhD, RD, and Jeanne Blankenship, MS, RDN
Competency: Food Service Knowledge
Track: Nutrition
Level: 101 Foundational
Credits: 1

Food insecurity and malnutrition are associated with health complications such as impaired recovery, falls, and higher healthcare usage for both hospitalized and community-dwelling older adults. Clinical specialists in varied practice areas and aging network advocates are increasingly becoming aligned on this issue. This session will provide an update on how quality standards and clinical practices in healthcare have evolved in recent years to contend with and address food insecurity and malnutrition for older patients, both in and out of the hospital. Participants will learn how they can leverage these trends to develop partnership opportunities with healthcare systems.

manage
Sustainability: It's More Than Money                                                              

Presenter: Shelli Bischoff, MPA
Competency: Business Acumen
Track: Management 
Level: 201 Intermediate
Credits: 1

Organizational sustainability is not just about more money, more partners or more meetings! It’s about having the human, financial, technological and organizational resources to provide services to meet needs and attain results on an ongoing basis, independent of one-time grants or individuals.  In this session you will learn how to create a more potent and focused operation that articulates indispensable value and demonstrates tangible results through a proven systems approach for building a sustainable organization based on fundamental principles of planning, marketing and organizational development. This dynamic and interactive session will enhance your knowledge and understanding of sustainability for your program and provide tools and templates that you can immediately apply. 

sec
Financial Statement Changes for Nonprofit Organizations                                         

Presenter: Bob Kollar, CPA, CGMA
Competency: Fiscal Responsibility
Track: Financial Management 
Level: 201 Intermediate
Credits: 1
The Financial Accounting Standards Board (FASB) recently issued new financial reporting guidance for Not-for-Profit Entities and in addition issued new reporting standards for leases and revenue recognition. Both of these will have a significant impact on all organizations.  This session will review and discuss these new accounting rules that go into effect in 2018 and provide suggestions on how to prepare your program and your board for these major reporting changes.

dev
When They Say "No"...Getting Out of the Box                                              

Presenters: Jill A. Pranger, ACFRE, and Steven S. Smith, CFRE
Competency: Revenue Development
Track: Development and Fundraising 
Level: 201 Intermediate 
Credits: 1

What do you do when a prospective donor says “no?” Join us for a hands-on session that will help you develop the skills you need to overcome donor objections in a major gift ask. Come prepared to evaluate the readiness of your organization, your solicitor and the prospective donor for a major gift solicitation. We will focus on developing key words and phrases you will need to guide the solicitation conversation towards a positive outcome. Using a combination of presentation, Q&A and small group discussion, attendees will walk away with techniques and rationale designed to familiarize everyone – at all skill levels – with the process of turning a stalled conversation into a lucrative one.

volunteer
Crossing the Generational Divide                                                              

Presenter: Beth Steinhorn
Competency: Organizational Planning
Track: Volunteer Management
Level: 201 Intermediate
Credits: 1

For the first time in American history, we have four different generations working – and volunteering – side-by-side. Generational differences affect everything from recruitment and team building to how we engage and support volunteers, manage change, and acknowledge volunteer contributions. This session will focus on creating and maintaining a diverse volunteer corps that leverages the skills and talents of The Great Generation (Traditionalists), Boomers, Gen Xers and Millennials, to position your program well for the generations that follow.  Come prepared to learn about generational patterns in volunteering, strategies for generationally-relevant recruitment and recognition, and explore how you can support seasoned volunteers while investing in Generation Xers and Millennials.

comm
Sharpening Your Advocacy Toolbox: How to Up Your Engagement and Effectiveness in a New Era

Presenter: Erika Kelly
Competency: Relationship Building
Track: Communications 
Level: 201 Intermediate 
Credits: 1

In this hands-on session led by Meals on Wheels America’s Chief Advocacy and Government Affairs Officer, you’ll hear from peers and pros alike about how the legislative landscape evolves in Washington, D.C., and across the country. Best practices, tips and success stories from the field will be shared, and you’ll hear the latest on the #SaveLunch advocacy campaign before breaking into smaller groups for a series of roundtable discussions and role playing where you will cover topics such as storytelling, meetings with elected officials and media relations.


1:30 p.m. to 3:00 p.m. – Concurrent Sessions

thought
How Technology Can Transform What We Do and How We Do It                                 

Presenter: Stephen Johnston, MBA
Competency: Planning for the Future
Track: Thought Leadership 
Level: 101 Foundational 
Credits: 1

The pace of change in today's world is faster than any of us could have imagined and this can be attributed largely to advances in technology.  Innovations in technology have changed the way we live and hold tremendous promise for improving the quality of life for people as they age.  This interactive and engaging session will highlight advances in technology that are already being used to improve quality of life for seniors by innovators around the world, helping to keep them healthy, engaged, and as independent as possible.  

comm
Working with Many Generations of LGBT People                                                                

Presenter: Tim Johnston, PhD
Competency: Relationship Building
Track: Communications 
Level: 101 Foundational
Credits: 1

What makes an older LGBT person different from a Boomer, Gen Xer or Millennial? Join us for a discussion of the experiences and cultures of different generations of LGBT people. After reviewing some key terminology and answering your questions about the older LGBT community, we will look at generational differences around terminology, safety, willingness to self-disclose and attitudes toward being LGBT. We will end with best practices for attracting staff and volunteers from different generations, as well as tips to ensure that your staff and volunteers (both LGBT and non-LGBT) are working well and communicating effectively across different generations.  

nutr
Cooking Matters - Nutrition Education in Congregate Settings                                           

Presenters: Megan Bradley, RD, CC, and Drew Schelling, RD
Competency: Food Service Knowledge
Track: Nutrition  
Level: 101 Foundational
Credits: 1

Cooking Matters is a national nutrition education program that helps individuals shop for and cook healthy meals on a budget. It’s a great resource to implement in congregate settings to better support your senior clients who are still able to shop and cook for themselves. During this session, presenters will review best practices for effective nutrition education, discuss ways to leverage these free online resources, and explore recipes and activities that will enhance and complement your congregate offerings.  

sec
Improving the Financial Health of Your Nonprofit - Part 1                                                   

Presenter: Bob Kollar, CPA, CGMA
Competency: Fiscal Responsibility 
Track: Financial Management 
Level: 201 Intermediate
Credits: 3 (for attending Parts 1 and 2)

This two-part Intensive Workshop will focus on a variety of financing techniques that nonprofit organizations can use to raise capital and improve the financial health for long-term survival. Part 1 will focus on both traditional methods and innovative approaches to grow revenue, such as social impact bonds, and the trend toward outcomes-based financing. Part 2 will focus how you and your Board can monitor the financial health of your organization through financial ratios, key financial indicators, cost analysis, and other methods in identifying financial issues before they become major problems.

Part 2 of Improving the Financial Health of Your Nonprofit will take place on Tuesday, August 29 at 4:30 p.m.

dev
35 Ways to Maximize Your Fundraising                                                                       

Presenter: Allan Pressel
Competency: Revenue Development
Track: Development and Fundraising
Level: 101 Foundational
Credits: 1

Your website, social media and printed materials are assets with two strategic objectives: to inform potential supporters about your organization and its mission, and to inspire them to support your organization. In this session, you’ll explore how to leverage these assets with your fundraising goals in mind using leading-edge and easy-to-implement ways of driving more online traffic, increasing the quality of those leads, and converting them into donors, event attendees, and other supporters. There will also be an opportunity to analyze audience members’ websites in an objective way so you can see how to easily improve your site and social media. 

volunteer
Rewriting the Rules of Engagement - Part 1                                                                          

Presenter: Beth Steinhorn
Competency: Organizational Planning
Track: Volunteer Management 
Level: 201 Intermediate 
Credits: 3 (for attending Parts 1 and 2)

With the expectations of both volunteers and nonprofit leaders changing and advancing, how does one balance the foundations of engagement and proven best practices against emerging and more advanced strategies? In this two-part intensive session, you will explore the traditional rules of volunteer management and how you can lead your organization in rewriting them to leverage volunteer time and talent strategically. Presenters will focus on how to redefine volunteer roles, provide staff with tools to effectively support volunteers, measure volunteer impact and build organizational commitment through a strategic plan for engagement. You’ll walk away with case studies of real-life innovations, detailed metrics for success, and resources that you can begin to apply immediately. 

Part 2 of Rewriting the Rules of Engagement will take place on Tuesday, August 29 at 4:30 p.m.

manage
How Meals on Wheels Programs Can Ensure Client Safety in the Home                                 

Presenter: John White, MS
Competency: Business Acumen
Track: Management
Level: 101 Foundational
Credits: 1

For some Meals on Wheels programs, addressing clients’ holistic needs beyond meal delivery means enhancing safety and the ability to remain at home by providing home safety assessments and referrals for modifications or repairs. This session will be led by Rebuilding Together – a national organization that brings volunteers and communities together to improve the homes and lives of low-income homeowners – and will feature several local Meals on Wheels and Rebuilding Together programs on how they got started and expanded their home repair services over time.


4:30 p.m. to 6:00 p.m. – Concurrent Sessions

thought
Healthcare Integration Institute - Part 1 of 3                                                          

Moderator: Sharon Williams
Presenters: Karen Buck, MSBetsy Cox, MA, CVA, and Erica Snow, MPA, MSC
Competency: Business Acumen
Track: Thought Leadership
Level: 201 Intermediate
Credits: 4 (for attending Parts 1, 2 and 3) 

This three-part Intensive Institute is designed as a concentrated training session for senior nutrition professionals that have been participating in the Meals on Wheels basic healthcare integration education sessions over the last several years. The Institute is specifically designed for programs that are ready to take the next steps towards healthcare integration and learn strategies to help them further their efforts. Participants will gain clarity on what is happening now in the healthcare landscape, hear from peers who have been successful in getting a contract, from decision makers in specific healthcare organizations to understand their goals and needs, and discover how Meals on Wheels programs can create value and help healthcare entities reach their goals. 

Part 2 of the Healthcare Integration Institute takes place on Wednesday, August 30 at 9:00 a.m.
Part 3 of the Healthcare Integration Institute takes place on Wednesday, August 30 at 10:45 a.m. 
We strongly encourage attending all three parts for a complete learning experience.

comm
Building Trust with LGBT Communities                                                                              

Presenter: Tim Johnston, PhD
Competency: Relationship Building
Track: Communications 
Level: 201 Intermediate
Credits: 1

To be a truly healthy Meals on Wheels program, there must be trust between your organization and the entire community. In this session, you will explore how to build relationships between your organization and LGBT constituents within your community. You’ll learn some basic terminology and tips for culturally competent conversations, including how to have conversations about topics like sexual orientation, gender identity, and the relationships and family structures unique to LGBT populations. You’ll walk away with a better understanding of their unique needs, possible support services and tips to bring LGBT representation onto your staff, volunteer corps and board.

nutr
The Importance of Outcomes Collection for Nutrition Programs                                         

Presenters: Alison Foreman, Heather Hutchins-Wiese, PhD, RD, and Sarah Walsh, PhD, MPH 
Competency: Food Service Knowledge
Track: Nutrition 
Level: 201 Intermediate
Credits: 1

Community-campus partnerships are a popular concept in academic circles. In this interactive session, you will explore how partnering with a university in your area can benefit your program by creating a win-win-win scenario for seniors, faculty and students.  A case study from Ypsilanti Meals on Wheels in Michigan will be used to guide the discussion and engage the attendees as presenters define the principles of authentic community-academic partnerships, share the importance of rigorous data collection and enable you to apply their lessons learned.

manage
How to Run Your Program More Like a Business                                                 

Presenter: Allan Pressel
Competency: Business Acumen
Track: Management 
Level: 101 Foundational 
Credits: 1

The only thing that should be different about a nonprofit and a for-profit business is that one pays taxes, the other doesn’t.  However, some of the basic tenets of good financial and strategic management are often overlooked while Meals on Wheels programs pursue their mission.  Better management techniques and financial results can improve the ability of your organization to pursue its mission by creating greater awareness, reaching more people, delivering more programs and services, expanding outreach, and of course, raising more funds.  Attendees will walk away with an understanding of how to take some of the most powerful techniques used by businesses and leverage them for your program.

sec
Improving the Financial Health of Your Nonprofit - Part 2                                         

Presenter: Bob Kollar, CPA, CGMA
Competency: Fiscal Responsibility 
Track: Financial Management 
Level: 201 Intermediate
Credits: 3 (for attending Parts 1 and 2)

This two-part Intensive Workshop will focus on a variety of financing techniques that nonprofit organizations can use to raise capital and improve the financial health for long-term survival. Part 1 will focus on both traditional methods and innovative approaches to grow revenue, such as social impact bonds, and the trend toward outcomes-based financing. Part 2 will focus how you and your Board can monitor the financial health of your organization through financial ratios, key financial indicators, cost analysis, and other methods in identifying financial issues before they become major problems.

Part 1 of Improving the Financial Health of Your Nonprofit takes place on Tuesday, August 29 at 1:30 p.m.

dev
The Importance of Fund Diversification                                                          

Presenter: Tony Staser
Competency: Revenue Development 
Track: Development and Fundraising
Level: 201 Intermediate
Credits: 1

When it comes to funding sources, there is no golden egg, and a diversified revenue stream mitigates the risk of losing any single source of revenue. This session, led by the Chief Development Officer of the Meals on Wheels People in Portland, OR, will focus on strategies to establish a base of funding that’s reliable, flexible and varied. Hear firsthand how this Member program evaluates development plans and facilitates changes to various fundraising programs to support longevity and sustainability. Regardless of the size of your organization or amount of resources, you will leave with a roadmap to assist you with evaluating and diversifying fundraising strategies.

volunteer
Rewriting the Rules of Engagement - Part 2                                                                 

Presenter: Beth Steinhorn
Competency: Organizational Planning
Track: Volunteer Management 
Level: 201 Intermediate 
Credits: 3 (for attending Parts 1 and 2 )

With the expectations of both volunteers and nonprofit leaders changing and advancing, how does one balance the foundations of engagement and proven best practices against emerging and more advanced strategies? In this two-part intensive session, you will explore the traditional rules of volunteer management and how you can lead your organization in rewriting them to leverage volunteer time and talent strategically. Presenters will focus on how to redefine volunteer roles, provide staff with tools to effectively support volunteers, measure volunteer impact and build organizational commitment through a strategic plan for engagement. You’ll walk away with case studies of real-life innovations, detailed metrics for success, and resources that you can begin to apply immediately. 

Part 1 of Rewriting the Rules of Engagement takes place on Tuesday, August 29 at 1:30 p.m.


WEDNESDAY, AUGUST 30

9:00 a.m. to 10:30 a.m. – Intensive Workshops 

thought
Healthcare Integration Institute - Part 2 of 3                                                               

Moderator: Sharon Williams
Presenters: Monica Buhlig, MPHKimberly Delp, RN, BSN, Lakelyn Hogan, MA, MBA, and Greg Jones
Competency: Business Acumen
Track: Thought Leadership
Level: 201 Intermediate
Credits: 4 (for attending Parts 1, 2 and 3)

This three-part Intensive Institute is designed as a concentrated training session for senior nutrition professionals that have been participating in the Meals on Wheels basic healthcare integration education sessions over the last several years. The Institute is specifically designed for programs that are ready to take the next steps towards healthcare integration and learn strategies to help them further their efforts. Participants will gain clarity on what is happening now in the healthcare landscape, hear from peers who have been successful in getting a contract, from decision makers in specific healthcare organizations to understand their goals and needs, and discover how Meals on Wheels programs can create value and help healthcare entities reach their goals. 

Part 1 of the Healthcare Integration Institute takes place on Tuesday, August 29 at 4:30 p.m.
Part 3 of the Healthcare Integration Institute takes place on Wednesday, August 30 at 10:45 a.m.
We strongly encourage attending all three parts for a complete learning experience.

sec
The Future is Now: Creating the Business Case for Your Social Enterprise - Part 1

Presenter: Kishshana Palmer, CFRE
Competency: Business Acumen
Track: Financial Management
Level: 201 Intermediate 
Credits: 3 (for attending Parts 1 and 2)

Do you want your board and staff to get behind new ideas that will diversify your organization's revenue streams and add value in your community? During this two-part Intensive Workshop, you will explore how to make the business case for your big ideas and create a roadmap that involves community engagement.  You’ll walk away with the techniques that will bring your biggest, boldest and best social enterprise ideas to life. Join us as we create winning social enterprise concepts together!

Part 2 of The Future is Now: Creating the Business Case for Your Social Enterprise takes place on Wednesday, August 30 at 10:45 a.m.

manage
The Business Plan Blueprint: Design for Impact and Sustainability - Part 1               

Presenter: Shelli Bischoff, MPA
Competency: Organizational Planning
Track: Management
Level: 201 Intermediate
Credits: 3 (for attending Parts 1 and 2)

Like an architectural blueprint, a business plan blueprint defines how to build a solid foundation to support the program unit you need or desire. It uses a comprehensive, integrated approach to illustrate opportunities or constraints to growth. Most importantly, it ensures that all the parts connect, flow – and align for impact. During this work session, you will create the blueprint for your own organization or program, and you are encouraged to include your colleagues to make the best use of this time. You’ll walk away knowing how to better engage staff and board, increase financial support  and work toward more efficient and focused operations. Attendees will receive a Blueprint Guide and Workbook.

Part 2 of The Business Plan Blueprint will take place on Wednesday, August 30 at 10:45 a.m.

comm
Stale to Fresh: The Art and Craft of Developing a New, Powerful Pitch - Part 1                

Presenter: Greg Roth
Competency: Relationship Building
Track: Communications
Level: 201 Intermediate
Credits: 3 (for attending Parts 1 and 2)

Being able to pitch your ideas, your value, and your organization is a highly-valued skill in today’s marketplace. It’s also an art form that can be learned and mastered. In this two-part “lab-style” Intensive Workshop, you will learn by doing, applying lessons from neuroscience, negotiation practice and persuasion research, and putting them to use in a small group setting.  Attendees will walk away with an understanding of the 4 Principles (Ps) of constructing and delivering a winning pitch and the skills needed to become an engaging and magnetic messenger.

Part 2 of Stale to Fresh: Developing a Powerful Pitch will take place on Wednesday, August 30 at 10:45 a.m.

nutr
Menu Planning: The Key to Client-Focused Nutrition Services - Part 1                              

Presenters: Leighanna Konetski, RDN, Candace Johnson, RDN, CSG, Greg Matchett and Linda Netterville, RD, LD
Competency: Food Service Knowledge
Track: Nutrition 
Level: 201 Intermediate
Credits: 3 (for attending Parts 1 and 2)

The demand for ethnic foods, menu variety and modified diet requirements is always increasing. This two-part session will provide the specifics for developing menus that will please your clients and address their special dietary needs while creating appealing offerings on a budget. Attendees will learn from the State Nutritionist for Colorado that implemented a statewide menu analysis and will have the opportunity to share popular menu items with the group.

Part 2 of Menu Planning: The Key to Client-Focused Nutrition Services takes place on Wednesday, August 30 at 10:45 a.m.

dev
Case for Support: New Directions and the Traditional Approach - Part 1                       

Presenter: Michael J. Brodie, MSEd
Competency: Revenue Development
Track: Development and Fundraising
Level: 301 Advanced
Credits: 3 (for attending Parts 1 and 2)

Attend this two-part Intensive Workshop to learn about your Meals on Wheels program’s case for support and its importance to both your annual fund and/or campaign regardless of size. Learn how to develop and use key messages to engage your prospects and donors, and have an opportunity to learn the process of case development. You’ll examine the traditional case as well as new variations being used to engage prospects and donors. Attendees will walk away knowing the difference between the internal case for support and the external organizational narrative, and how both are used to tell your story. 

Part 2 of Case for Support: New Directions and the Traditional Approach will take place on Wednesday, August 30 at 10:45 a.m.


10:45 a.m. to 12:15 p.m. – Intensive Workshops 

thought
Healthcare Integration Institute - Part 3 of 3                    

Moderator: Sharon Williams
Presenters: Leslie May Chibani, LSW
Competency: Business Acumen
Track: Thought Leadership
Level: 201 Intermediate
Credits: 4 (for attending Parts 1, 2 and 3)

This three-part Intensive Institute is designed as a concentrated training session for senior nutrition professionals that have been participating in the Meals on Wheels basic healthcare integration education sessions over the last several years. The Institute is specifically designed for programs that are ready to take the next steps towards healthcare integration and learn strategies to help them further their efforts. Participants will gain clarity on what is happening now in the healthcare landscape, hear from peers who have been successful in getting a contract, from decision makers in specific healthcare organizations to understand their goals and needs, and discover how Meals on Wheels programs can create value and help healthcare entities reach their goals. 

Part 1 of Healthcare Integration Institute takes place on Tuesday, August 29 at 4:30 p.m.
Part 2 of the Healthcare Integration Institute takes place on Wednesday, August 30 at 9:00 a.m.
We strongly encourage attending all three parts for a complete learning experience.

sec
 The Future is Now: Creating the Business Case for Your Social Enterprise - Part 2              

Presenter: Kishshana Palmer, CFRE
Competency: Business Acumen
Track: Financial Management
Level: 201 Intermediate 
Credits: 3 (for attending Parts 1 and 2)

Do you want your board and staff to get behind new ideas that will diversify your organization's revenue streams and add value in your community? During this two-part Intensive Workshop, you will explore how to make the business case for your big ideas and create a roadmap that involves community engagement.  You’ll walk away with the techniques that will bring your biggest, boldest and best social enterprise ideas to life. Join us as we create winning social enterprise concepts together!

Part 1 of The Future is Now: Creating the Business Case for Your Social Enterprise takes place on Wednesday, August 30 at 9:00 a.m.

manage
The Business Plan Blueprint: Design for Impact and Sustainability - Part 2        

Presenter: Shelli Bischoff, MPA
Competency: Organizational Planning
Track: Management
Level: 201 Intermediate 
Credits: 3 (for attending Parts 1 and 2)

Like an architectural blueprint, a business plan blueprint defines how to build a solid foundation to support the program unit you need or desire. It uses a comprehensive, integrated approach to illustrate opportunities or constraints to growth. Most importantly, it ensures that all the parts connect, flow – and align for impact. During this Intensive Workshop, you will create the blueprint for your own organization or program, and you are encouraged to include your colleagues to make the best use of this time. You’ll walk away knowing how to better engaged staff and board, increase financial support  and work toward more efficient and focused operations. Attendees will receive a Blueprint Guide and Workbook.

Part 1 of The Business Plan Blueprint: Design for Impact and Sustainability takes place on Wednesday, August 30 at 9:00 a.m.

comm
Stale to Fresh: The Art and Craft of Developing a New, Powerful Pitch - Part 2                   

Presenter: Greg Roth
Competency: Relationship Building
Track: Communications
Level: 201 Intermediate
Credits: 3 (for attending Parts 1 and 2)

Being able to pitch your ideas, your value, and your organization is a highly-valued skill in today’s marketplace. It’s also an art form that can be learned and mastered. In this two-part “lab-style” Intensive Workshop, you will learn by doing, applying lessons from neuroscience, negotiation practice and persuasion research, and putting them to use in a small group setting. Attendees will walk away with an understanding of the 4 Principles (Ps) of constructing and delivering a winning pitch and the skills needed to become an engaging and magnetic messenger.

Part 1 of Stale to Fresh: The Art and Craft of Developing a New, Powerful Pitch takes place on Wednesday, August 30 at 9:00 a.m.

nutr
Menu Planning: The Key to Client-Focused Nutrition Services - Part 2                                 

Presenters: Leighanna Konetski, RDN, Candace Johnson, RDN, CSG, Greg Matchett and Linda Netterville, RD, LD
Competency: Food Service Knowledge
Track: Nutrition 
Level: 201 Intermediate
Credits: 3 (for attending Parts 1 and 2)

The demand for ethnic foods, menu variety and modified diet requirements is always increasing. This two-part session will provide the specifics of developing menus that will please your clients and address their special dietary needs while creating appealing offerings on a budget. Attendees will learn from the State Nutritionist for Colorado that implemented a statewide menu analysis and will have the opportunity to share popular menu items with the group. 

Part 1 of Menu Planning: The Key to Client-Focused Nutrition Services takes place on Wednesday, August 30 at 9:00 a.m.

dev
Case for Support: New Directions and the Traditional Approach - Part 2                           

Presenter: Michael J. Brodie, MSEd
Competency: Revenue Development
Track: Development and Fundraising
Level: 301 Advanced
Credits: 3 (for attending Parts 1 and 2)

Attend this two-part Intensive Workshop to learn about your Meals on Wheels program’s case for support and its importance to both your annual fund and/or campaign regardless of its size. Learn how to develop and use key messages to engage your prospects and donors, and have an opportunity to learn the process of case development. You’ll examine the traditional case, as well as new variations being used to engage prospects and donors. Attendees will walk away knowing the difference between the internal case for support and the external organizational narrative, and how both are used to tell your story. 

Part 1 of Case for Support: New Directions and the Traditional Approach takes place on Wednesday, August 30 at 9:00 a.m.

volunteer
Building Trust as a Leader                                                                                                   

Presenter: Mazarine Treyz
Competency: Organizational Planning
Track: Volunteer Management  
Level: 201 Intermediate
Credits: 1

Are you looking to more effectively manage your volunteers, colleagues and board?  Building trust is critical for operating a successful organization, and you can’t assume trust will form all by itself. This session will focus on how you can intentionally develop a plan to build and cultivate trust by studying the key elements of a trusting relationship and helpful phrases you can start using immediately to improve your interactions with colleagues. Program leaders and managers of staff or volunteers will walk away empowered to improve their organization’s dynamic.


2:15 p.m. to 3:15 p.m. – Lightning Learning Sessions 

How to Spot Elder Financial Abuse and What to Do
Presenter: Erin Scheithe, Content Specialist, Consumer Financial Protection Bureau
Learn how to recognize signs of elder financial abuse and more about the free resources available for your clients. 

Advocacy Building Blocks
Presenter: Crystal Espie, Public Policy Manager, Meals on Wheels America
Learn how to utilize free tools and best practices to support your advocacy work.

Generating Revenue through your Kitchen
Presenter: Mazarine Treyz, CEO, Wild Woman Fundraising
Learn how Meals on Wheels programs are leveraging their kitchens to generate income. 


Creating and Managing an Effective RFP Process
Presenter: Allan Pressel, CEO, PowerSite123
Learn the pros and cons of using a request for proposal (RFP) process and come away with a helpful checklist of do's and don'ts. 

Fall Prevention – Minimizing the Risk of Hospitalizations
Presenter: Lakelyn Hogan, Gerontologist and Caregiver Advocate, Home Instead Senior Care
Learn how to recognize the signs that a client may be at risk for falling and the practical solutions you can easily implement to reduce the risk of falls in the home. 

More Than a Meal: Demonstrating Value through Enhanced Service Delivery 
Presenters: Andrea Morris, Principal Investigator, West Health, and Linda Netterville, Vice President, Program Development and Impact, Meals on Wheels America
Learn how to enhance your meal delivery model to include safety and wellness monitoring that will enable you to create win-win partnerships with healthcare entities.

Establishing a Care Circle Network to Support Seniors and Their Caregivers 
Presenter: Tracy Hall, Director of Volunteer Relations, SeniorServ
Learn how an award-winning volunteer program is addressing the needs of seniors beyond nutrition to reduce social isolation among older adults and increase community involvement.

Got Meals on Wheels Brand?

Presenter: Karl Robillard, Director of Marketing & Communications, Meals on Wheels San Francisco
Learn how Meals on Wheels San Francisco improved their visibility, success and impact by adopting the national Meals on Wheels brand, and how your program can do the same.

Focusing Your Organization on the “Ingredients for Success”
Presenter: Dr. Brian Poplin, President and CEO, Elior North America
Learn how you can focus your organization on your unique “Ingredients for Success” to help guide strategy, enhance the client experience, build stronger teams and grow to meet the demands of your community. 


THURSDAY, AUGUST 31

8:15 a.m. to 10:15 a.m. – Communities of Practice

Communities of Practice Meetings will provide a forum for similar sized programs to network, share best practices, discuss common challenges and explore innovative solutions. 

Small Programs (senior nutrition operating budgets less than $500,000/year)
Mid-Size Programs (senior nutrition operating budgets between $500,000 and $2,000,000/year) 
Large Programs (senior nutrition operating budgets greater than $2,000,000/year) 

10:30 a.m. to 12:00 p.m. – Panel of Peers Sessions

comm
Community Outreach and Beyond                                                                                    

Presenters: Michelle Grasso, MPA, Anne Gross, PhD, and Marcie Kessel
Competency: Relationship Building
Track: Communication
Credits: 1

This Panel of Peers Session will highlight different aspects of communication used to raise awareness for Meals on Wheels programs, from the use of social media, to effective community outreach strategies and how to build effective relationships with key partners. 

dev
 How Meals on Wheels Can Make Money                                                                  

 
Presenters: Susie Akers, CFRE, Catriona Carlisle and Darla Olson
Competency: Revenue Development
Track: Development and Fundraising
Credits: 1

This Panel of Peers Session will highlight different approaches to raising money, from innovative fundraisers to creating an endowment. Learn how fellow programs have created successful new revenue streams that have resulted in financial stability and growth. 

thought
Bridging the Gap between Meals on Wheels and Healthcare                                    

Presenters:Stephanie Archer-Smith, MS, Chris Culak and LuAnn Oatman
Competency: Planning for the Future
Track: Thought Leadership
Credits: 1

This Panel of Peers Session will focus on how better nutrition and in-home support leads to better healthcare outcomes, particularly for at-risk seniors. Bridging the gap between community-based human services and healthcare requires patience, innovation and thought leadership. Learn how to use alternative funding streams and get your organizations on board to support your fresh ideas. 

manage
Successful Community Collaborations                                                                        

Presenters:Chuck Foster, EMBA, Dwight Rasmussen and Kristen Slawinski
Competency: Relationship Building
Track: Management
Credits: 1

This Panel of Peers Session will highlight three different approaches to developing effective partnerships and collaboration necessary to best serve your clients, from serving a large geographical area to expanding your service offerings through partnerships. 

nutr
Your Kitchen is a Valuable Asset                                                                         

Presenters: Holly Hagler, MM, Molly Haroz, MFA, Mike Krachmer, MALM, and Jane Roth, CPA
Competency: Food Service Knowledge
Track: Nutrition
Credits: 1

This Panel of Peers Session will provide real examples from programs that are fully utilizing their kitchens to provide added value. Join us to explore innovative ways to yield additional revenue, collaborate to solve structural challenges, recognize the need for shared leadership and create desirable client options in menu choices.

manage
Reducing Social Isolation                                                                            

Presenters: Eve Anthony, Jeanne Martin and Cathy Visser
Competency: Relationship Building
Track: Management
Credits: 1

This Panel of Peers Session will highlight three different program ideas designed to reduce the social distances between Meals on Wheels clients and the community by providing opportunities that enable the sharing of physical and social spaces to facilitate interaction and reduce isolation. 

12:15 p.m. to 12:45 p.m. – Member IdeasXchange 

Attendees may select one of the following areas of focus for small group discussion on related challenges, opportunities and innovations:

Rural Programs
Urban Programs
Suburban Programs
Congregate Programs
Healthcare-focused Programs
Privately Funded Programs

OUR 2017 SPONSORS


 
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PLATINUM
  • Bateman Community Living
  • Oliver Packaging & Equipment
  • Subaru of America, Inc.
  • The Home Depot Foundation
GOLD
  • Aetna
  • Mutual of America
  • Premier Inc.
SILVER
  • TrueSense Marketing
BRONZE
  • Delivery Concepts, Inc. 
  • Diversified Foods, Inc
  • Golden Gourmet
  • Meals on Wheels Fundraising Co-Op
  • Morgan Stanley
  • Sysco