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2014 Executive Conference for Small and Mid-Size YMCAs 1
BUILDINGCAPACITY
UNLOCKING
POTENTIAL2014ExecutiveConferencefor
SmallandMid-SizeYMCAs
ForCEOsandExecutiveStaff
February19-21,2014
SheratonSandKeyResort
CLEARWATERBEACH,FLA.
2 2014 Executive Conference for Small and Mid-Size YMCAs 2014 Executive Conference for Small and Mid-Size YMCAs 3
CONTENTS
Welcome	 3
ScheduleataGlance	 4
KeynoteSpeakers	 5
ConferenceKick-Starters	 6
Presentations	7
Workshops	 9
Presenters	11
SmallandMid-SizeYMCAs
CabinetandConferenceCommittee	 14
2014SponsorsandExhibitors	 15
WELCOME
Welcometothe2014ExecutiveConferencefor
SmallandMid-SizeYMCAs!
We are so very pleased you are joining us for this unique conference,
focused on BuildingCapacityandUnlockingPotential of our 750
small and mid-size YMCAs. This year’s theme reflects our shared
promise to increase the Y’s impact and create positive social change in
the communities we serve and strengthen.
At this conference, you will have opportunities to collaborate with
peers, learn from expert presenters and deepen your knowledge of
the key initiatives Ys are advancing. Our hope is that you leave the
conference feeling morecapablein your role as a champion for
your Y, moreconnected to the Y cause and morecommitted to
unlocking the potential of your Y.
Thank you for your ongoing commitment to the Y as a leading
nonprofit for youth development, healthy living and social
responsibility. We encourage you to meet as many colleagues as
you can, participate fully and have a great time here in Clearwater
Beach. If there is anything we can do to make your time with us more
rewarding, please don’t hesitate to ask.
YoursintheworkoftheY,
KyleCronk
Chair
2014 Conference Committee
Clallam County YMCA Inc. (Wash.)
TonyFragale
Vice President
Small and Mid-Size YMCAs
YMCA of the USA
4 2014 Executive Conference for Small and Mid-Size YMCAs
SCHEDULE AT A GLANCE KEYNOTE SPEAKERS
WEDNESDAY,FEBRUARY19
7a.m.-2p.m.	 GolfOutingatBellaireCountryClub,presented by PRECOR
1-4:30p.m.	 CONFERENCEKICK-STARTERS
	 • Organizational Leader Certification: Build Your Transcript
	 • Individual Analysis of Your Retirement Account
	 • Adding STEM Learning to Youth Programs
	 • Day Camp Program Upgrade
	 • Brand Standards
	 • Nationwide Campaign
	 • Togetherhood™
8a.m.-6p.m.	 ConferenceRegistration,presented by Technogym
2-9p.m.	 VendorExhibits
5-6p.m.	 WelcomeReceptionwithExhibitors
6-8p.m.	 OpeningDinnerandKeynotewithUlicePayne,Jr.,presented by Les Mills-Midwest
8-9p.m.	 DessertReceptionwithExhibitors
9p.m.	 CocktailPartyattheMainstayTavern,presented by NetVentures
THURSDAY,FEBRUARY20
7:30-9a.m.	 ContinentalBreakfastwithExhibitors,presented by Bank of America
9:15-11:30a.m.	 KeynotewithLauraHerman		
11:45a.m.-12:45p.m.	 LunchandSponsors’AwardsProgramwithAngelaWilliams,presented by NetVentures
1-2p.m.	 BuildYourConference:WorkshopI
2:15-3:15p.m.	 BuildYourConference:WorkshopII		
3:30-4:30p.m.	 BuildYourConference:WorkshopIII
4:30-5:30p.m.	 PoolsideReception,presented by Daxko	
FRIDAY,FEBRUARY21
7:30-8:30a.m.	 BreakfastandKeynotewithNeilNicoll,presented by Praesidium, Inc.
8:45-9:45a.m.	 BuildYourConference:WorkshopIV
10-11:45a.m.	 WorldCafé,presented by Matrix Fitness
11:45a.m.-Noon	 ClosingRemarks
ULICEPAYNE,JR.
Immediate Past Chair
YMCA of the USA Board of Directors
Ulice Payne, Jr. has served on the
YMCA of the USA Board of Directors
since 2005 and currently is Immediate
Past Chair. He also serves on the
YMCA of Metropolitan Milwaukee
Board of Directors.
Professionally, he is President of
Addison-Clifton, LLC, a global trade
compliance firm. He previously was the
Managing Partner of the headquarters
office of the Foley & Lardner LLP law
firm, where he also represented global
and domestic companies in cross-
border transactions as Chair of the
International Business Team. He is
a member and past Chair of the U.S.
Department of Commerce Wisconsin
District Export Council and is Co-Chair
of the China Business Council of the
Metropolitan Milwaukee Association
of Commerce.
Ulice received his bachelor’s degree
in business administration from
Marquette University and earned his
Juris Doctor from Marquette University
Law School.
LAURAHERMAN
Managing Director
Foundation Strategy Group
Laura Herman is a Managing Director
at Foundation Strategy Group (FSG)
with nearly 20 years of strategy
consulting experience. She leads the
Global Health practice, and her clients
include nonprofit organizations,
private foundations and corporations.
She has led work for the Bill and
Melinda Gates Foundation, LEGO
Foundation, Pfizer, Abbott, Nike,
Atlantic Philanthropies, Women’s World
Banking, Surdna Foundation, Skoll
Foundation and many others.
She is a frequent presenter on the
Collective Impact model, speaking to
groups from New York to Cartagena to
Los Angeles. She is currently authoring
FSG’s next article on Collective Impact,
examining its relevance to global
initiatives. Laura started her career at
Deloitte Consulting, focusing on large-
scale organizational change initiatives.
She holds a master’s degree with
a certificate in public management
from Stanford’s Graduate School
of Business, a master’s degree in
international policy from Stanford
University and a bachelor’s degree
in international business from the
University of Michigan.
NEILNICOLL
President and CEO
YMCA of the USA
Neil Nicoll was hired as President
and CEO of YMCA of the USA (Y-USA)
in May 2006 and is the 13th person
to lead the Y Movement in the United
States. He joined Y-USA following 14
years as President and CEO of the
YMCA of Greater Seattle. He previously
was the President and CEO of the
YMCA of Greater Worcester (Mass.)
for 12 years.
Neil began his 45-year Y career as
a Program Director at the Howard
County branch of the YMCA of Greater
Baltimore. He also served as Executive
Director of the Dorchester branch of
the YMCA of Greater Boston for three
years and the Prince George’s County
branch of the YMCA of Metropolitan
Washington, D.C., for six years. The
NonProfit Times has named Neil to its
“Power and Influence Top 50” every
year since 2010.
He earned a bachelor’s degree in
history from Eastern Nazarene College
and a master’s degree in education
from Springfield College.
2014 Executive Conference for Small and Mid-Size YMCAs 5
6 2014 Executive Conference for Small and Mid-Size YMCAs
CONFERENCE KICK-STARTERS PRESENTATIONS
BUILDINGYOURTRANSCRIPT
(Beach Room)
Y-USA’sTraining&LeadershipDevelopmentstaff
Drop by for an informal one-on-one tutorial with a senior
representative from Y-USA’s Training & Leadership
Development department. The experts can walk you through
your own YMCA transcript, showcase the new Learning &
Career Development Center, answer your questions and
brainstorm possible development opportunities.
RETIREMENTACCOUNTANALYSIS
(Conch Room)
TheYRetirementFundTeam
The YMCA Retirement Fund’s Bob Hastedt, the Fund’s
Director of Education, will be available to discuss the
retirement planning process, where you are with your
retirement savings and whether you’re on track to reach
your goals. Learn more about best practices for providing
this valuable benefit to Y staff.
STEMFUNDINGOPPORTUNITIES
(Gulf Room)
PamGarza,STEMProjectDirector,Y-USA
Grants will be available to help local Ys integrate STEM
(Science, Technology, Engineering and Math) into their
day camp, afterschool and other programs. Learn more
from Pam Garza, STEM Project Director for Y-USA, and
discuss advancing your efforts to provide STEM while also
increasing your capacity to raise funding at the local level.
NATIONWIDECAMPAIGN
(Palm Room)
RobynFurness-Fallin,SeniorVicePresidentandChief
DevelopmentOfficer,Y-USA
Excited about Nationwide Campaign? Want to maximize
your Y’s opportunity to strengthen fundraising? Learn more
WEDNESDAY,FEBRUARY19
Startyourconferenceexperiencewiththeseone-on-onelearningopportunitiesfrom
Y-USAstaff.
1 – 4:30 p.m.
WEDNESDAY,FEBRUARY19-THURSDAY,FEBRUARY20
about this important effort to grow philanthropy across the
Movement. The Nationwide Campaign team will be available
to answer questions, discuss ideas and so much more!
DAYCAMPPROGRAMUPGRADE
(Gulf Room)
JohnDuntley,SeniorCampingSpecialist,Y-USA
The national Day Camp Program Upgrade will bring
new vitality to one of the Movement’s largest youth
programs. A fresh approach to essential components
and the nine dimensions of well-being will form the base
for the upgrade. Learn more about a grant opportunity
for piloting day camp program curriculum, staff training
elements and other resources.
BRANDSTANDARDS
(Palm Room)
JonathanGiles,
SeniorBrandRelationsManager,Y-USA
Are you ready for your YMCA’s brand review? If not,
we’re here to help! Get answers to questions about brand
standards, one-on-one feedback on specific brand issues
and guidance for the brand review process. Bring any draft
marketing materials, signage drawings, etc., for a spot
review to ensure projects meet the Y’s brand standards.
TOGETHERHOOD™
(Palm Room)
EmilyHolthaus,NationalDirector,
SocialResponsibility,Y-USA
Y-USA recently launched the Member-Led Community
Service Signature Program, Togetherhood, to engage
YMCA members of all ages through volunteer projects with
the goal of instilling an ethic of volunteerism and meet
community needs beyond the Y’s walls. Hear the details
and learn about a grant opportunity for Y’s to implement
Togetherhood in 2014.
WEDNESDAY
OPENINGDINNERANDKEYNOTE
(Grand Ballroom)
6 – 8 p.m.
UlicePayne,Jr.,ImmediatePastChair,
Y-USABoardofDirectors
Introduction by Kent Johnson, EVP and Chief Operating
Officer, Y-USA, Presented by Les Mills – Midwest
Ulice Payne, Jr., Past Chair of the National Board of Y-USA,
will give his unique perspective on the role of small and
mid-size YMCAs in their communities and their potential for
building partnerships in cities and towns across the county.
A long-time leadership volunteer for the Y, Ulice believes
YMCAs can create great social change through collective
impact, and he will inspire you to take the lead in creating
these opportunities back home.
THURSDAY
KEYNOTEANDWORKSHOP:COLLECTIVEIMPACT:
AMODELFORVISIONING
(Grand Ballroom)
9:15 – 11:30 a.m.
LauraHerman,ManagingDirector,
FoundationStrategyGroup(FSG)
Introduction by Angela Williams, EVP, General Counsel and
Chief Administration Officer, Y-USA
Learn about FSG and its collective impact approach,
followed by an opportunity to experience what it is like
to work in a multi-sectoral partnership through a role-play
scenario. There will be an opportunity for participants to
imagine applying the collective impact approach to issues
in their communities.
SPONSORS’AWARDSLUNCHEON
(Grand Ballroom)
11:45 a.m. – 12:45 p.m.
HostedbyAngelaWilliams,EVP,GeneralCounseland
ChiefAdministrationOfficer,Y-USA
Presented by NetVentures
Our conference is supported by generous sponsors that
many of you know as partners in your work. The Sponsors’
Awards for Advancing Our Cause will be presented at this
luncheon by your emcee, Angela Williams. Four YMCAs
will each receive a $2,500 cash award from Y-USA and
our sponsors to celebrate and recognize their outstanding
work in their communities.
2014 Executive Conference for Small and Mid-Size YMCAs 7
8 2014 Executive Conference for Small and Mid-Size YMCAs 2014 Executive Conference for Small and Mid-Size YMCAs 9
PRESENTATIONS WORKSHOPS
FRIDAY
BREAKFASTANDKEYNOTE
(Grand Ballroom)
7:30 – 8:30 a.m.
NeilNicoll,PresidentandCEO,Y-USA
Introduction by Tony Fragale, VP, Small & Mid-Size YMCAs,
Y-USA, Presented by Praesidium, Inc.
Neil will present a summary of the recently approved 2014-
2017 strategic plan for Y-USA. Our executive conference is
the first gathering of YMCA professionals to hear about this
multi-level, comprehensive approach to delivering our cause.
The plan is the result of input from volunteer and staff
leaders from across the Movement. The National Board, on
the recommendation of its Strategic Planning Committee,
has just given its approval and you will be the first to hear
all about it.
WORLDCAFÉ
(Grand Ballroom)
10 –11:45 a.m.
KellieWardman,ResourceDirector,Y-USA
Presented by Matrix Fitness
Join your YMCA colleagues for a provocative, interactive
and highly engaging dialogue about a question determined
by conference attendees to be critical to the future of the
Y. You’ll gather in small groups to explore the question and
then share and develop ideas between groups. The World
Café will culminate in a large group discussion so you can
carry the best ideas home to explore further with your local
Y colleagues and other Y leaders in your region.
GROWINGTHECAPACITIESOFYOURBOARDS
(Beach Room)
GigiWoodruff,SeniorManager,
LeadershipDevelopment,TrainingandLeadership
Development,Y-USA
Learn more about a powerful new resource for
strengthening your YMCA boards. Gigi Woodruff will
introduce you to the Y’s Board Leadership Competency
Model®
(BLCM), designed to support the development
and performance of YMCA corporate board directors and
members. The BLCM features six competencies adapted and
customized from our staff Leadership Competency Model.
CEOSEARCH:NAVIGATINGTHEJOURNEY
(Gulf Room)
JasonHagensick,SeniorDirector,CEOSearch,Y-USA
A YMCA’s ability to place the right leader in its CEO position
is directly linked to its performance and sustainability.
Y-USA’s CEO Search Department is uniquely qualified to
assist boards with the important and complex task of CEO
transitioning. We are always eager to learn about talented Y
professionals with exceptional leadership potential, and we
have advice for Y leaders at different points in their careers.
SCALINGANDOPERATINGTHEYMCA’SDIABETES
PREVENTIONPROGRAM
(Palm Room)
JonathanLever,VicePresident,
HealthStrategy&Innovation,Y-USA
Learn more about the Diabetes Prevention Program (“DPP”),
Y-USA’s healthy living signature program. We’ll discuss
the history and science of DPP; operating DPP in a small/
mid-size Y; weight loss results; how small/mid-size Ys are
collaborating; challenges and opportunities; and how to
become a DPP provider. One or more CEOs from current
DPP providers will be part of the session.
FRIDAY,FEBRUARY21 THURSDAY,FEBRUARY20
BuildYourConference:Build your own conference experience by selecting the workshops that meet your specific
needs and interests. Please select one of the following sessions to attend during Thursday’s scheduled workshops.
WorkshopI: 1 – 2 p.m. WorkshopII: 2:15 – 3:15 p.m. WorkshopIII: 3:30 – 4:30 p.m.
CHILDSAFETYINITIATIVE
(Bay Room)
AnneCalvo,SeniorDirector,ChildSafety,Y-USA
Get an update on the Child Safety Program that launches
Movement-wide in the third quarter of 2014. Y-USA
and Praesidium staff, along with representatives from at
least one pilot Y, will share their experiences and insights.
Specifically, the presenters will speak about the training
of local staff leaders, conducting association-wide self-
assessments and beginning remediation work based on
their self-assessment.
STRATEGIESFORIMPLEMENTINGTHE
AFFORDABLECAREACT
(Sand Key)
SheilaTiemens,SeniorResourceSpecialist,
HR,Y-USA
The Affordable Care Act is here and proactive Y leaders
must plan now for implementation. The ACA creates both
challenges and opportunities for Ys and their employees.
This workshop will focus on leadership strategies, key
resources and practical considerations for implementing
healthcare reform.
10 2014 Executive Conference for Small and Mid-Size YMCAs 2014 Executive Conference for Small and Mid-Size YMCAs 11
WORKSHOPS PRESENTERS
INSPIRINGPEOPLETHROUGHSTORYTELLING
(Island II)
KathyKuras,Director,CareerDevelopment,
TrainingandLeadershipDevelopment,Y-USA
Storytelling is one of the most powerful methods for
communicating the Y’s cause and advancing critical
efforts in fundraising, engagement and building a cause-
driven culture. Learn how to heighten storytelling in
your Y to inspire people to give of their time, talent and
treasure. Kathy will share practical tips from both inside
and outside the Y and preview a project with Northwestern
University about engaging front-line staff and volunteer
leaders in storytelling.
CREATINGACULTUREOFENGAGEMENT
(Bay Room)
AprilBenetollo,SeniorVicePresidentof
MarketStrategy,Daxko
Daxko has spent the last few years analyzing Y
engagement issues and developing solutions to help
Ys solve engagement problems. April will explain the
trends and leave you with 10 practical things you can do
immediately to begin meaningful community engagement
to reduce attrition, improve the quality of retention and
raise more money.
INSPIRINGCOMMUNITIESTHROUGHCHANGE
(Cardita Room)
FreddieBrown,TechnicalAdvisor,Healthier
CommunitiesInitiatives,Y-USA
Discover how Ys and their community partners have
sought to improve the nation’s health and well-being
through Healthier Communities Initiatives, and explore the
connections between efforts to promote wellness for all,
help individuals manage health risks and enable victims of
chronic diseases to reclaim their health and well-being.
APRILBENETOLLO,DAXKO
April is SeniorVicePresidentofMarketStrategy
for Daxko. She leads marketing and sales teams and is
responsible for the development and communication of
company strategy. April joined Daxko in 2000 and has
provided leadership in sales, marketing and account
management. She previously served a Canadian commercial
property development firm in Florida and operated her
own consulting business, advising French companies on
distribution to U.S. markets. She earned a bachelor’s degree
in international relations from the University of Alabama.
FREDDIEBROWN,Y-USA
Freddie L. Brown, Jr., is ProjectManagerfortheHealthier
CommunitiesInitiatives at Y-USA, a signature initiative
that focuses on combating obesity and reducing chronic
disease rates. He provides coaching and technical assistance
to community teams participating in the Racial and Ethnic
Approaches to Community Health Initiative (REACH). He
earned a bachelor’s degree in business administration from
Berea College, Kentucky.
ANNECALVO,Y-USA
Anne is SeniorDirectorforChildSafety at Y-USA,
providing critical leadership to advance the Y’s top priority
of child safety. Anne is a Registered Nurse and has been an
officer in the British Royal Air Force, a director of nursing
in a private hospital and a head nurse on a medical ship
serving children in third-world countries. Most recently, she
worked for the Salvation Army, helping to create and lead a
comprehensive child and elder abuse prevention program.
JOHNDUNTLEY,Y-USA
John is SeniorCampingSpecialist at Y-USA. He has
over 30 years of YMCA camping career experience,
executive leadership and development consulting with
Ys across the nation. He advances best practices for day
and resident camping, outdoor education, conference
and retreat camp programs. John also fosters relevant
partnerships with national organizations that will keep
YMCA camping on the forefront of youth development,
healthy living and social responsibility.
STRENGTHENINGINCLUSION:
MEETINGCOMMUNITYNEEDS
(The Mainstay Tavern)
ChadNicoHiu,NationalSpecialistforDiversity
andInclusion,Y-USA
Come find out what Ys can do to meet the most pressing
needs of our communities. During an interactive and
inspiring conversation, we will discuss how to operationalize
diversity and inclusion, align with current strategic plans
and focus on six key areas of opportunity to strengthen
communities through inclusion.
MEASURINGIMPACTWITHSEERBASEMETRICS
(Sand Key Room)
LynneVaughan,SeniorVicePresidentandChief
InnovationOfficer,StrategicInnovation,Y-USA
Learn why impact is an important part of a larger
system of YMCA performance measurement and how
well-being is a holistic way to frame the impact we aim to
have on individual youth and adults. We will highlight how
measuring impact is coming alive in Ys through both data
and storytelling and what local Ys are doing to use their
data effectively.
ROBYNFURNESS-FALLIN,Y-USA
Robyn is SeniorVicePresidentandChiefDevelopment
Officer for Y-USA, leading the organization’s national
fundraising, strategic alliances and collaborative model
development. She previously served as chair for the
Large YMCA Chief Development Officers Network and is
a past chair of the North American YMCA Development
Organization (NAYDO). Robyn also held leadership roles
at YMCA of Silicon Valley (Calif.), YMCA of Metropolitan
Atlanta, YMCA of Santa Clara Valley (Calif.) and YMCA
of Central Maryland. She holds a bachelor’s degree from
McDaniel College, Maryland.
TONYFRAGALE,Y-USA
Tony is VicePresidentforCertificationand
MembershipStandardsandSmallandMid-SizeYMCAs
at Y-USA. He previously served as President and CEO of the
YMCA of Metropolitan Lansing (Mich.), CEO of the YMCA
of Greenwich (Conn.), and held multiple positions at the
Philadelphia Freedom Valley YMCA. He earned a bachelor’s
degree in health and physical education from West Chester
University of Pennsylvania, and a master’s degree in public
administration from Western Michigan University.
PAMGARZA,Y-USA
Pam is STEMProjectDirectorat Y-USA. Most recently,
she served as a consultant for both the Noyce Foundation
and the National Coalition for Science Afterschool. Prior
to that, Pam held positions with national youth-serving
organizations including Professional Development for the
National 4-H Council, National Youth Development Learning
Network for the National Collaboration for Youth/National
Human Services Assembly and Girls Incorporated.
JONATHANGILES,Y-USA
Jonathan is SeniorBrandRelationsManager at Y-USA,
assisting YMCAs as they transition to meet the Y’s new
brand standards. He previously served the Metro Atlanta
YMCA and Volusia Flagler Family YMCA associations,
supporting their marketing, public relations and brand
needs. Most recently, he was the marketing director for
LEGOLAND Discovery Center in Atlanta.
FRIDAY,FEBRUARY21
BuildYourConference:Build your own conference experience by selecting the workshop that meets your specific
needs and interests. Please select one of the following sessions to attend during Friday’s scheduled workshop.
WorkshopIV: 8:45 – 9:45 a.m.
12 2014 Executive Conference for Small and Mid-Size YMCAs
PRESENTERS
JASONHAGENSICK,Y-USA
Jason is SeniorDirectorforCEOSearch at Y-USA. He
supports local YMCA volunteers in recruiting cause-driven
individuals to lead YMCA associations. Previously, he served
as CEO for the YMCA of Greater Long Beach (Calif.) and
COO and Executive Director of the association’s Weingart-
Lakewood Family YMCA. He also served at the South Coast
YMCA branch of the YMCA of Orange County (Calif.), the
YMCA of Corpus Christi (Texas) and the YMCA of San
Antonio (Texas). He is a graduate of Texas A & M University.
BOB C.HASTEDT,YMCARETIREMENTFUND
Bob is DirectorofEducationoftheYRetirementFund
and is responsible for providing educational opportunities
and guidance to participants on their investments in the
fund. He is a Certified Financial Planner and a Certified
Retirement Counselor. He has served in various capacities
for the fund since 1981. Bob earned a bachelor’s degree
in economics and mathematics from Wagner College, New
York, and a master’s degree in finance from St. John’s
University, New York.
CHADHIU,Y-USA
Chad is NationalDiversity&InclusionSpecialist at
Y-USA, providing resources, training, capacity building
and support related to diversity, inclusion and global
engagement to ensure all segments of society feel welcome
at the Y. Previously, Chad served as Director of Operations
& Youth Exchanges for the International Branch of the
YMCA of Greater New York. He earned a bachelor’s degree
in human services administration and youth development
and is currently pursuing a master’s degree in organizational
management and leadership, all from Springfield College.
EMILYHOLTHAUS,Y-USA
Emily is NationalDirectorofSocialResponsibility for
Y-USA and will lead the implementation of the Signature
Program for Social Responsibility. She joined Y-USA’s
Training & Leadership Development team in 2008 as the
Senior Manager of Career Development and previously
served in leadership roles at YMCA of Greater Pittsburgh
and YMCA of Greater Saint Paul (Minn.). She earned a
dual teaching degree from Iowa State University and a
master’s degree in leadership management from Concordia
University, Minnesota.
SUEMACKEY,Y-USA
Sue is Senior Director,TalentManagement,Training&
LeadershipDevelopment at Y-USA. She leads the team
responsible for developing career development resources
and experiences including the Leadership Competency
Model and Leadership Certification, the Bridge Program,
recruitment resources and support for Campus YMCAs
and college and university partnerships. Sue previously
served as Executive Director at the Flushing YMCA Beacon
Center in the YMCA of Greater New York Association.
SHEILATIEMENS,Y-USA
Sheila is a SeniorResourceSpecialist at Y-USA and
supports local YMCAs in building their capacity in human
resources and developing and delivering resources,
information and best practices in HR. She previously served
as the Senior Vice President of Human Resources for the
YMCA of Greater Seattle. She earned a bachelor’s degree
from Washington State University and a master’s degree
in human services from Springfield College.
LYNNEVAUGHAN,Y-USA
Lynne is SeniorVicePresidentandChiefInnovation
Officer at Y-USA. She began her 35-year YMCA career as
a lifeguard and swim instructor at the Battle Creek Family
YMCA in Michigan. She also served Ys in Harrisburg, Penn.,
and Milwaukee, Wis. Lynne received her bachelor’s degree in
physical education from Western Michigan University.
KELLIEWARDMAN,Y-USA
Kellie is a ResourceDirector with Y-USA, serving
the YMCAs in New Hampshire, Maine and Vermont.
She previously served as Chief Operating Officer for the
YMCA of Greater Manchester (N.H.). Before the Y, she
worked in the field of systems thinking and organizational
learning. She received a bachelor’s degree from the
University of New Hampshire and a master’s degree
from Emerson College, Massachusetts.
KENTJOHNSON,Y-USA
Kent is ExecutiveVicePresidentandChiefOperating
Officer at Y-USA, leading assessment, strategy
development and implementation of services to local
associations. Previously, Kent held a variety of leadership
roles at the YMCA of Metropolitan Milwaukee, including
president and CEO. He also served at the YMCA
of Metropolitan Chicago and the Sheboygan County
YMCA (Wis.). Kent holds a bachelor’s degree from Eastern
Illinois University and is a participant in the nonprofit
executive education programs at both Northwestern
University’s Kellogg School of Management and Harvard
Business School.
KATHYKURAS,Y-USA
Kathy is SeniorDirectorofOrganizationalChange
Management at Y-USA, providing organizational-wide
leadership to the engagement strategy aimed at fostering
a national Movement of people who live our cause by
intentionally thinking, acting and communicating in ways
that strengthen community. Previously, she served as
Director of Career Development at Y-USA and as Vice
President of Member Experience at the YMCA of Greater
Charlotte (N.C.). She has a bachelor’s degree in music
from Loyola University in New Orleans and a master’s
degree in organizational management and leadership
from Springfield College.
JONATHANLEVER,Y-USA
Jonathan is VicePresidentforHealthStrategyand
Innovation, leading Y-USA’s healthy living work. Previously,
he was the founding CEO of the Nonprofit Center of
Northeast Florida, Inc. He also practiced nonprofit law in
Boston, was a program officer at the Jessie Ball duPont
Fund and a research associate at Harvard University’s
Hauser Center for Nonprofit Organizations. He has a
bachelor’s degree in religion from the College of William
and Mary, a master’s degree in education from Harvard
University and a law degree from Northeastern University.
ANGELAF.WILLIAMS,Y-USA
Angela is ExecutiveVicePresident,GeneralCounsel
andChiefAdministrationOfficer at Y-USA. Previously,
she was the Interfaith Liaison for the Bush-Clinton Katrina
Fund, served as Vice President and Deputy General Counsel
of Litigation and Government Relations for Sears Holdings
Corporation, and was Sears’ Chief Compliance and Ethics
Officer. She also served as Special Counsel on Criminal Law
to Sen. Edward M. Kennedy. She holds a bachelor’s degree
from the University of Virginia, a law degree from the
University of Texas School of Law and a Master of Divinity
from the Samuel DeWitt Proctor School of Theology, Virginia
Union University.
GIGIWOODRUFF,Y-USA
Gigi is SeniorLeadershipDevelopmentManager
forTraining&LeadershipDevelopment at Y-USA,
focusing on executive and volunteer development initiatives.
She previously served as a Leadership Consultant for the
YMCA University, Executive Director in Dallas and Conroe,
Texas, and Vice President for Program Development and
Training at the YMCA of Greater Houston. Gigi is a graduate
of Austin College, Texas.
2014 Executive Conference for Small and Mid-Size YMCAs 13
14 2014 Executive Conference for Small and Mid-Size YMCAs 2014 Executive Conference for Small and Mid-Size YMCAs 15
BrianBearor
Family YMCA of Glens Falls Area (N.Y.)
JeanBock
YMCA of the Shoals (Ala.)
MichaelBodenhausen
YMCA of Northwest Florida
HelenL.Breña
YMCA of Southern Maine
StevenCrone
Tiffin Community
YMCA Recreation Center Inc. (Ohio)
KyleCronk
Clallam County YMCA Inc. (Wash.)
KirkL.Eich
YMCA of West Central Florida
MarisaFink
Central Douglas County Family
YMCA (Ore.)
DorryFoster
Franklin/Grove City YMCA (Pa.)
StevenGraf
Aberdeen Family YMCA (S.D.)
KristinIrwin
Monroe Family YMCA (Mich.)
GwynMuto
McPherson Family YMCA (Kans.)
JimmyOzeata
YMCA of Orange (Calif.)
StacieAPeugh
Cape Cod YMCA (Mass.)
SherryRiddle
Pikeville Area Family YMCA (Ky.)
TonySparks
Mattoon Area Family YMCA (Ill.)
DerrickStewart–CommitteeChair
YMCA of Southwestern Indiana
BonnieWassmer
Greater Susquehanna Valley
YMCA (Pa.)
BrianBearor
Family YMCA of Glens Falls Area (N.Y.)
MichaelBodenhausen
YMCA of Northwest Florida
StevenCrone
Tiffin Community
YMCA Recreation Center Inc. (Ohio)
KyleCronk–
PlanningCommitteeChair
Clallam County YMCA Inc. (Wash.)
StevenGraf
Aberdeen Family YMCA (S.D.)
KristinIrwin
Monroe Family YMCA (Mich.)
TonySparks
Mattoon Area Family YMCA (Ill.)
DerrickStewart
YMCA of Southwestern Indiana
DanielleAnderson
Sr. Administrative Assistant,
CMS & SMY
JolleenClymer
Resource Director, Region III
TonyFragale
Vice President, CMS & SMY
LindiweLester
Sr. Resource Director, Region III
DanNewhouse
Resource Director, Region II
CharlesTrammell
Resource Director, Region III
KellieWardman
Resource Director, Region I
501(c) AgenciesTrust
TheActiveNetworkInc.
AmericanSafety&HealthInstitute
AssociationofYMCAProfessionals
(AYP)
CaliforniaFirstNationalBank
ChristensenComputerCompany
CrownUSA/ApparelStore
Cybex
eCardTransactions
Jules&Associates
LifeFitness
MacroleaseCorporation
MobileFit(AdaptiveTechnologies)
OctaneFitness
TheRedwoodsGroup
SeerAnalytics
SpringfieldCollege
StarTrac
T-Mobile
UniqueSystemsakaThinSoft
YMCABenefits
YMCARetirementFund
YMCAoftheUSAFinancial
Development
SMALLandMID-SIZEYMCACABINET
CONFERENCECOMMITTEE
Y-USASTAFF
EXHIBITORS
THANK YOU THANK YOU
ThankyoutothemembersoftheSmallandMid-SizeYMCACabinetandthe2014ConferenceCommitteefor
theirhardwork,dedicationandcreativeplanningtoensureasuccessfulexperienceforall.
Toour2014sponsorsandexhibitors,thankyouforyourgeneroussupportofthis
engagingconference.
SPONSORS
16 2014 Executive Conference for Small and Mid-Size YMCAs
YMCAOFTHEUSA
101 N Wacker Drive
Chicago IL 60606
800 872 9622
ymca.net 321303 02/14

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2014 SMYEC Onsite Guide

  • 1. 2014 Executive Conference for Small and Mid-Size YMCAs 1 BUILDINGCAPACITY UNLOCKING POTENTIAL2014ExecutiveConferencefor SmallandMid-SizeYMCAs ForCEOsandExecutiveStaff February19-21,2014 SheratonSandKeyResort CLEARWATERBEACH,FLA.
  • 2. 2 2014 Executive Conference for Small and Mid-Size YMCAs 2014 Executive Conference for Small and Mid-Size YMCAs 3 CONTENTS Welcome 3 ScheduleataGlance 4 KeynoteSpeakers 5 ConferenceKick-Starters 6 Presentations 7 Workshops 9 Presenters 11 SmallandMid-SizeYMCAs CabinetandConferenceCommittee 14 2014SponsorsandExhibitors 15 WELCOME Welcometothe2014ExecutiveConferencefor SmallandMid-SizeYMCAs! We are so very pleased you are joining us for this unique conference, focused on BuildingCapacityandUnlockingPotential of our 750 small and mid-size YMCAs. This year’s theme reflects our shared promise to increase the Y’s impact and create positive social change in the communities we serve and strengthen. At this conference, you will have opportunities to collaborate with peers, learn from expert presenters and deepen your knowledge of the key initiatives Ys are advancing. Our hope is that you leave the conference feeling morecapablein your role as a champion for your Y, moreconnected to the Y cause and morecommitted to unlocking the potential of your Y. Thank you for your ongoing commitment to the Y as a leading nonprofit for youth development, healthy living and social responsibility. We encourage you to meet as many colleagues as you can, participate fully and have a great time here in Clearwater Beach. If there is anything we can do to make your time with us more rewarding, please don’t hesitate to ask. YoursintheworkoftheY, KyleCronk Chair 2014 Conference Committee Clallam County YMCA Inc. (Wash.) TonyFragale Vice President Small and Mid-Size YMCAs YMCA of the USA
  • 3. 4 2014 Executive Conference for Small and Mid-Size YMCAs SCHEDULE AT A GLANCE KEYNOTE SPEAKERS WEDNESDAY,FEBRUARY19 7a.m.-2p.m. GolfOutingatBellaireCountryClub,presented by PRECOR 1-4:30p.m. CONFERENCEKICK-STARTERS • Organizational Leader Certification: Build Your Transcript • Individual Analysis of Your Retirement Account • Adding STEM Learning to Youth Programs • Day Camp Program Upgrade • Brand Standards • Nationwide Campaign • Togetherhood™ 8a.m.-6p.m. ConferenceRegistration,presented by Technogym 2-9p.m. VendorExhibits 5-6p.m. WelcomeReceptionwithExhibitors 6-8p.m. OpeningDinnerandKeynotewithUlicePayne,Jr.,presented by Les Mills-Midwest 8-9p.m. DessertReceptionwithExhibitors 9p.m. CocktailPartyattheMainstayTavern,presented by NetVentures THURSDAY,FEBRUARY20 7:30-9a.m. ContinentalBreakfastwithExhibitors,presented by Bank of America 9:15-11:30a.m. KeynotewithLauraHerman 11:45a.m.-12:45p.m. LunchandSponsors’AwardsProgramwithAngelaWilliams,presented by NetVentures 1-2p.m. BuildYourConference:WorkshopI 2:15-3:15p.m. BuildYourConference:WorkshopII 3:30-4:30p.m. BuildYourConference:WorkshopIII 4:30-5:30p.m. PoolsideReception,presented by Daxko FRIDAY,FEBRUARY21 7:30-8:30a.m. BreakfastandKeynotewithNeilNicoll,presented by Praesidium, Inc. 8:45-9:45a.m. BuildYourConference:WorkshopIV 10-11:45a.m. WorldCafé,presented by Matrix Fitness 11:45a.m.-Noon ClosingRemarks ULICEPAYNE,JR. Immediate Past Chair YMCA of the USA Board of Directors Ulice Payne, Jr. has served on the YMCA of the USA Board of Directors since 2005 and currently is Immediate Past Chair. He also serves on the YMCA of Metropolitan Milwaukee Board of Directors. Professionally, he is President of Addison-Clifton, LLC, a global trade compliance firm. He previously was the Managing Partner of the headquarters office of the Foley & Lardner LLP law firm, where he also represented global and domestic companies in cross- border transactions as Chair of the International Business Team. He is a member and past Chair of the U.S. Department of Commerce Wisconsin District Export Council and is Co-Chair of the China Business Council of the Metropolitan Milwaukee Association of Commerce. Ulice received his bachelor’s degree in business administration from Marquette University and earned his Juris Doctor from Marquette University Law School. LAURAHERMAN Managing Director Foundation Strategy Group Laura Herman is a Managing Director at Foundation Strategy Group (FSG) with nearly 20 years of strategy consulting experience. She leads the Global Health practice, and her clients include nonprofit organizations, private foundations and corporations. She has led work for the Bill and Melinda Gates Foundation, LEGO Foundation, Pfizer, Abbott, Nike, Atlantic Philanthropies, Women’s World Banking, Surdna Foundation, Skoll Foundation and many others. She is a frequent presenter on the Collective Impact model, speaking to groups from New York to Cartagena to Los Angeles. She is currently authoring FSG’s next article on Collective Impact, examining its relevance to global initiatives. Laura started her career at Deloitte Consulting, focusing on large- scale organizational change initiatives. She holds a master’s degree with a certificate in public management from Stanford’s Graduate School of Business, a master’s degree in international policy from Stanford University and a bachelor’s degree in international business from the University of Michigan. NEILNICOLL President and CEO YMCA of the USA Neil Nicoll was hired as President and CEO of YMCA of the USA (Y-USA) in May 2006 and is the 13th person to lead the Y Movement in the United States. He joined Y-USA following 14 years as President and CEO of the YMCA of Greater Seattle. He previously was the President and CEO of the YMCA of Greater Worcester (Mass.) for 12 years. Neil began his 45-year Y career as a Program Director at the Howard County branch of the YMCA of Greater Baltimore. He also served as Executive Director of the Dorchester branch of the YMCA of Greater Boston for three years and the Prince George’s County branch of the YMCA of Metropolitan Washington, D.C., for six years. The NonProfit Times has named Neil to its “Power and Influence Top 50” every year since 2010. He earned a bachelor’s degree in history from Eastern Nazarene College and a master’s degree in education from Springfield College. 2014 Executive Conference for Small and Mid-Size YMCAs 5
  • 4. 6 2014 Executive Conference for Small and Mid-Size YMCAs CONFERENCE KICK-STARTERS PRESENTATIONS BUILDINGYOURTRANSCRIPT (Beach Room) Y-USA’sTraining&LeadershipDevelopmentstaff Drop by for an informal one-on-one tutorial with a senior representative from Y-USA’s Training & Leadership Development department. The experts can walk you through your own YMCA transcript, showcase the new Learning & Career Development Center, answer your questions and brainstorm possible development opportunities. RETIREMENTACCOUNTANALYSIS (Conch Room) TheYRetirementFundTeam The YMCA Retirement Fund’s Bob Hastedt, the Fund’s Director of Education, will be available to discuss the retirement planning process, where you are with your retirement savings and whether you’re on track to reach your goals. Learn more about best practices for providing this valuable benefit to Y staff. STEMFUNDINGOPPORTUNITIES (Gulf Room) PamGarza,STEMProjectDirector,Y-USA Grants will be available to help local Ys integrate STEM (Science, Technology, Engineering and Math) into their day camp, afterschool and other programs. Learn more from Pam Garza, STEM Project Director for Y-USA, and discuss advancing your efforts to provide STEM while also increasing your capacity to raise funding at the local level. NATIONWIDECAMPAIGN (Palm Room) RobynFurness-Fallin,SeniorVicePresidentandChief DevelopmentOfficer,Y-USA Excited about Nationwide Campaign? Want to maximize your Y’s opportunity to strengthen fundraising? Learn more WEDNESDAY,FEBRUARY19 Startyourconferenceexperiencewiththeseone-on-onelearningopportunitiesfrom Y-USAstaff. 1 – 4:30 p.m. WEDNESDAY,FEBRUARY19-THURSDAY,FEBRUARY20 about this important effort to grow philanthropy across the Movement. The Nationwide Campaign team will be available to answer questions, discuss ideas and so much more! DAYCAMPPROGRAMUPGRADE (Gulf Room) JohnDuntley,SeniorCampingSpecialist,Y-USA The national Day Camp Program Upgrade will bring new vitality to one of the Movement’s largest youth programs. A fresh approach to essential components and the nine dimensions of well-being will form the base for the upgrade. Learn more about a grant opportunity for piloting day camp program curriculum, staff training elements and other resources. BRANDSTANDARDS (Palm Room) JonathanGiles, SeniorBrandRelationsManager,Y-USA Are you ready for your YMCA’s brand review? If not, we’re here to help! Get answers to questions about brand standards, one-on-one feedback on specific brand issues and guidance for the brand review process. Bring any draft marketing materials, signage drawings, etc., for a spot review to ensure projects meet the Y’s brand standards. TOGETHERHOOD™ (Palm Room) EmilyHolthaus,NationalDirector, SocialResponsibility,Y-USA Y-USA recently launched the Member-Led Community Service Signature Program, Togetherhood, to engage YMCA members of all ages through volunteer projects with the goal of instilling an ethic of volunteerism and meet community needs beyond the Y’s walls. Hear the details and learn about a grant opportunity for Y’s to implement Togetherhood in 2014. WEDNESDAY OPENINGDINNERANDKEYNOTE (Grand Ballroom) 6 – 8 p.m. UlicePayne,Jr.,ImmediatePastChair, Y-USABoardofDirectors Introduction by Kent Johnson, EVP and Chief Operating Officer, Y-USA, Presented by Les Mills – Midwest Ulice Payne, Jr., Past Chair of the National Board of Y-USA, will give his unique perspective on the role of small and mid-size YMCAs in their communities and their potential for building partnerships in cities and towns across the county. A long-time leadership volunteer for the Y, Ulice believes YMCAs can create great social change through collective impact, and he will inspire you to take the lead in creating these opportunities back home. THURSDAY KEYNOTEANDWORKSHOP:COLLECTIVEIMPACT: AMODELFORVISIONING (Grand Ballroom) 9:15 – 11:30 a.m. LauraHerman,ManagingDirector, FoundationStrategyGroup(FSG) Introduction by Angela Williams, EVP, General Counsel and Chief Administration Officer, Y-USA Learn about FSG and its collective impact approach, followed by an opportunity to experience what it is like to work in a multi-sectoral partnership through a role-play scenario. There will be an opportunity for participants to imagine applying the collective impact approach to issues in their communities. SPONSORS’AWARDSLUNCHEON (Grand Ballroom) 11:45 a.m. – 12:45 p.m. HostedbyAngelaWilliams,EVP,GeneralCounseland ChiefAdministrationOfficer,Y-USA Presented by NetVentures Our conference is supported by generous sponsors that many of you know as partners in your work. The Sponsors’ Awards for Advancing Our Cause will be presented at this luncheon by your emcee, Angela Williams. Four YMCAs will each receive a $2,500 cash award from Y-USA and our sponsors to celebrate and recognize their outstanding work in their communities. 2014 Executive Conference for Small and Mid-Size YMCAs 7
  • 5. 8 2014 Executive Conference for Small and Mid-Size YMCAs 2014 Executive Conference for Small and Mid-Size YMCAs 9 PRESENTATIONS WORKSHOPS FRIDAY BREAKFASTANDKEYNOTE (Grand Ballroom) 7:30 – 8:30 a.m. NeilNicoll,PresidentandCEO,Y-USA Introduction by Tony Fragale, VP, Small & Mid-Size YMCAs, Y-USA, Presented by Praesidium, Inc. Neil will present a summary of the recently approved 2014- 2017 strategic plan for Y-USA. Our executive conference is the first gathering of YMCA professionals to hear about this multi-level, comprehensive approach to delivering our cause. The plan is the result of input from volunteer and staff leaders from across the Movement. The National Board, on the recommendation of its Strategic Planning Committee, has just given its approval and you will be the first to hear all about it. WORLDCAFÉ (Grand Ballroom) 10 –11:45 a.m. KellieWardman,ResourceDirector,Y-USA Presented by Matrix Fitness Join your YMCA colleagues for a provocative, interactive and highly engaging dialogue about a question determined by conference attendees to be critical to the future of the Y. You’ll gather in small groups to explore the question and then share and develop ideas between groups. The World Café will culminate in a large group discussion so you can carry the best ideas home to explore further with your local Y colleagues and other Y leaders in your region. GROWINGTHECAPACITIESOFYOURBOARDS (Beach Room) GigiWoodruff,SeniorManager, LeadershipDevelopment,TrainingandLeadership Development,Y-USA Learn more about a powerful new resource for strengthening your YMCA boards. Gigi Woodruff will introduce you to the Y’s Board Leadership Competency Model® (BLCM), designed to support the development and performance of YMCA corporate board directors and members. The BLCM features six competencies adapted and customized from our staff Leadership Competency Model. CEOSEARCH:NAVIGATINGTHEJOURNEY (Gulf Room) JasonHagensick,SeniorDirector,CEOSearch,Y-USA A YMCA’s ability to place the right leader in its CEO position is directly linked to its performance and sustainability. Y-USA’s CEO Search Department is uniquely qualified to assist boards with the important and complex task of CEO transitioning. We are always eager to learn about talented Y professionals with exceptional leadership potential, and we have advice for Y leaders at different points in their careers. SCALINGANDOPERATINGTHEYMCA’SDIABETES PREVENTIONPROGRAM (Palm Room) JonathanLever,VicePresident, HealthStrategy&Innovation,Y-USA Learn more about the Diabetes Prevention Program (“DPP”), Y-USA’s healthy living signature program. We’ll discuss the history and science of DPP; operating DPP in a small/ mid-size Y; weight loss results; how small/mid-size Ys are collaborating; challenges and opportunities; and how to become a DPP provider. One or more CEOs from current DPP providers will be part of the session. FRIDAY,FEBRUARY21 THURSDAY,FEBRUARY20 BuildYourConference:Build your own conference experience by selecting the workshops that meet your specific needs and interests. Please select one of the following sessions to attend during Thursday’s scheduled workshops. WorkshopI: 1 – 2 p.m. WorkshopII: 2:15 – 3:15 p.m. WorkshopIII: 3:30 – 4:30 p.m. CHILDSAFETYINITIATIVE (Bay Room) AnneCalvo,SeniorDirector,ChildSafety,Y-USA Get an update on the Child Safety Program that launches Movement-wide in the third quarter of 2014. Y-USA and Praesidium staff, along with representatives from at least one pilot Y, will share their experiences and insights. Specifically, the presenters will speak about the training of local staff leaders, conducting association-wide self- assessments and beginning remediation work based on their self-assessment. STRATEGIESFORIMPLEMENTINGTHE AFFORDABLECAREACT (Sand Key) SheilaTiemens,SeniorResourceSpecialist, HR,Y-USA The Affordable Care Act is here and proactive Y leaders must plan now for implementation. The ACA creates both challenges and opportunities for Ys and their employees. This workshop will focus on leadership strategies, key resources and practical considerations for implementing healthcare reform.
  • 6. 10 2014 Executive Conference for Small and Mid-Size YMCAs 2014 Executive Conference for Small and Mid-Size YMCAs 11 WORKSHOPS PRESENTERS INSPIRINGPEOPLETHROUGHSTORYTELLING (Island II) KathyKuras,Director,CareerDevelopment, TrainingandLeadershipDevelopment,Y-USA Storytelling is one of the most powerful methods for communicating the Y’s cause and advancing critical efforts in fundraising, engagement and building a cause- driven culture. Learn how to heighten storytelling in your Y to inspire people to give of their time, talent and treasure. Kathy will share practical tips from both inside and outside the Y and preview a project with Northwestern University about engaging front-line staff and volunteer leaders in storytelling. CREATINGACULTUREOFENGAGEMENT (Bay Room) AprilBenetollo,SeniorVicePresidentof MarketStrategy,Daxko Daxko has spent the last few years analyzing Y engagement issues and developing solutions to help Ys solve engagement problems. April will explain the trends and leave you with 10 practical things you can do immediately to begin meaningful community engagement to reduce attrition, improve the quality of retention and raise more money. INSPIRINGCOMMUNITIESTHROUGHCHANGE (Cardita Room) FreddieBrown,TechnicalAdvisor,Healthier CommunitiesInitiatives,Y-USA Discover how Ys and their community partners have sought to improve the nation’s health and well-being through Healthier Communities Initiatives, and explore the connections between efforts to promote wellness for all, help individuals manage health risks and enable victims of chronic diseases to reclaim their health and well-being. APRILBENETOLLO,DAXKO April is SeniorVicePresidentofMarketStrategy for Daxko. She leads marketing and sales teams and is responsible for the development and communication of company strategy. April joined Daxko in 2000 and has provided leadership in sales, marketing and account management. She previously served a Canadian commercial property development firm in Florida and operated her own consulting business, advising French companies on distribution to U.S. markets. She earned a bachelor’s degree in international relations from the University of Alabama. FREDDIEBROWN,Y-USA Freddie L. Brown, Jr., is ProjectManagerfortheHealthier CommunitiesInitiatives at Y-USA, a signature initiative that focuses on combating obesity and reducing chronic disease rates. He provides coaching and technical assistance to community teams participating in the Racial and Ethnic Approaches to Community Health Initiative (REACH). He earned a bachelor’s degree in business administration from Berea College, Kentucky. ANNECALVO,Y-USA Anne is SeniorDirectorforChildSafety at Y-USA, providing critical leadership to advance the Y’s top priority of child safety. Anne is a Registered Nurse and has been an officer in the British Royal Air Force, a director of nursing in a private hospital and a head nurse on a medical ship serving children in third-world countries. Most recently, she worked for the Salvation Army, helping to create and lead a comprehensive child and elder abuse prevention program. JOHNDUNTLEY,Y-USA John is SeniorCampingSpecialist at Y-USA. He has over 30 years of YMCA camping career experience, executive leadership and development consulting with Ys across the nation. He advances best practices for day and resident camping, outdoor education, conference and retreat camp programs. John also fosters relevant partnerships with national organizations that will keep YMCA camping on the forefront of youth development, healthy living and social responsibility. STRENGTHENINGINCLUSION: MEETINGCOMMUNITYNEEDS (The Mainstay Tavern) ChadNicoHiu,NationalSpecialistforDiversity andInclusion,Y-USA Come find out what Ys can do to meet the most pressing needs of our communities. During an interactive and inspiring conversation, we will discuss how to operationalize diversity and inclusion, align with current strategic plans and focus on six key areas of opportunity to strengthen communities through inclusion. MEASURINGIMPACTWITHSEERBASEMETRICS (Sand Key Room) LynneVaughan,SeniorVicePresidentandChief InnovationOfficer,StrategicInnovation,Y-USA Learn why impact is an important part of a larger system of YMCA performance measurement and how well-being is a holistic way to frame the impact we aim to have on individual youth and adults. We will highlight how measuring impact is coming alive in Ys through both data and storytelling and what local Ys are doing to use their data effectively. ROBYNFURNESS-FALLIN,Y-USA Robyn is SeniorVicePresidentandChiefDevelopment Officer for Y-USA, leading the organization’s national fundraising, strategic alliances and collaborative model development. She previously served as chair for the Large YMCA Chief Development Officers Network and is a past chair of the North American YMCA Development Organization (NAYDO). Robyn also held leadership roles at YMCA of Silicon Valley (Calif.), YMCA of Metropolitan Atlanta, YMCA of Santa Clara Valley (Calif.) and YMCA of Central Maryland. She holds a bachelor’s degree from McDaniel College, Maryland. TONYFRAGALE,Y-USA Tony is VicePresidentforCertificationand MembershipStandardsandSmallandMid-SizeYMCAs at Y-USA. He previously served as President and CEO of the YMCA of Metropolitan Lansing (Mich.), CEO of the YMCA of Greenwich (Conn.), and held multiple positions at the Philadelphia Freedom Valley YMCA. He earned a bachelor’s degree in health and physical education from West Chester University of Pennsylvania, and a master’s degree in public administration from Western Michigan University. PAMGARZA,Y-USA Pam is STEMProjectDirectorat Y-USA. Most recently, she served as a consultant for both the Noyce Foundation and the National Coalition for Science Afterschool. Prior to that, Pam held positions with national youth-serving organizations including Professional Development for the National 4-H Council, National Youth Development Learning Network for the National Collaboration for Youth/National Human Services Assembly and Girls Incorporated. JONATHANGILES,Y-USA Jonathan is SeniorBrandRelationsManager at Y-USA, assisting YMCAs as they transition to meet the Y’s new brand standards. He previously served the Metro Atlanta YMCA and Volusia Flagler Family YMCA associations, supporting their marketing, public relations and brand needs. Most recently, he was the marketing director for LEGOLAND Discovery Center in Atlanta. FRIDAY,FEBRUARY21 BuildYourConference:Build your own conference experience by selecting the workshop that meets your specific needs and interests. Please select one of the following sessions to attend during Friday’s scheduled workshop. WorkshopIV: 8:45 – 9:45 a.m.
  • 7. 12 2014 Executive Conference for Small and Mid-Size YMCAs PRESENTERS JASONHAGENSICK,Y-USA Jason is SeniorDirectorforCEOSearch at Y-USA. He supports local YMCA volunteers in recruiting cause-driven individuals to lead YMCA associations. Previously, he served as CEO for the YMCA of Greater Long Beach (Calif.) and COO and Executive Director of the association’s Weingart- Lakewood Family YMCA. He also served at the South Coast YMCA branch of the YMCA of Orange County (Calif.), the YMCA of Corpus Christi (Texas) and the YMCA of San Antonio (Texas). He is a graduate of Texas A & M University. BOB C.HASTEDT,YMCARETIREMENTFUND Bob is DirectorofEducationoftheYRetirementFund and is responsible for providing educational opportunities and guidance to participants on their investments in the fund. He is a Certified Financial Planner and a Certified Retirement Counselor. He has served in various capacities for the fund since 1981. Bob earned a bachelor’s degree in economics and mathematics from Wagner College, New York, and a master’s degree in finance from St. John’s University, New York. CHADHIU,Y-USA Chad is NationalDiversity&InclusionSpecialist at Y-USA, providing resources, training, capacity building and support related to diversity, inclusion and global engagement to ensure all segments of society feel welcome at the Y. Previously, Chad served as Director of Operations & Youth Exchanges for the International Branch of the YMCA of Greater New York. He earned a bachelor’s degree in human services administration and youth development and is currently pursuing a master’s degree in organizational management and leadership, all from Springfield College. EMILYHOLTHAUS,Y-USA Emily is NationalDirectorofSocialResponsibility for Y-USA and will lead the implementation of the Signature Program for Social Responsibility. She joined Y-USA’s Training & Leadership Development team in 2008 as the Senior Manager of Career Development and previously served in leadership roles at YMCA of Greater Pittsburgh and YMCA of Greater Saint Paul (Minn.). She earned a dual teaching degree from Iowa State University and a master’s degree in leadership management from Concordia University, Minnesota. SUEMACKEY,Y-USA Sue is Senior Director,TalentManagement,Training& LeadershipDevelopment at Y-USA. She leads the team responsible for developing career development resources and experiences including the Leadership Competency Model and Leadership Certification, the Bridge Program, recruitment resources and support for Campus YMCAs and college and university partnerships. Sue previously served as Executive Director at the Flushing YMCA Beacon Center in the YMCA of Greater New York Association. SHEILATIEMENS,Y-USA Sheila is a SeniorResourceSpecialist at Y-USA and supports local YMCAs in building their capacity in human resources and developing and delivering resources, information and best practices in HR. She previously served as the Senior Vice President of Human Resources for the YMCA of Greater Seattle. She earned a bachelor’s degree from Washington State University and a master’s degree in human services from Springfield College. LYNNEVAUGHAN,Y-USA Lynne is SeniorVicePresidentandChiefInnovation Officer at Y-USA. She began her 35-year YMCA career as a lifeguard and swim instructor at the Battle Creek Family YMCA in Michigan. She also served Ys in Harrisburg, Penn., and Milwaukee, Wis. Lynne received her bachelor’s degree in physical education from Western Michigan University. KELLIEWARDMAN,Y-USA Kellie is a ResourceDirector with Y-USA, serving the YMCAs in New Hampshire, Maine and Vermont. She previously served as Chief Operating Officer for the YMCA of Greater Manchester (N.H.). Before the Y, she worked in the field of systems thinking and organizational learning. She received a bachelor’s degree from the University of New Hampshire and a master’s degree from Emerson College, Massachusetts. KENTJOHNSON,Y-USA Kent is ExecutiveVicePresidentandChiefOperating Officer at Y-USA, leading assessment, strategy development and implementation of services to local associations. Previously, Kent held a variety of leadership roles at the YMCA of Metropolitan Milwaukee, including president and CEO. He also served at the YMCA of Metropolitan Chicago and the Sheboygan County YMCA (Wis.). Kent holds a bachelor’s degree from Eastern Illinois University and is a participant in the nonprofit executive education programs at both Northwestern University’s Kellogg School of Management and Harvard Business School. KATHYKURAS,Y-USA Kathy is SeniorDirectorofOrganizationalChange Management at Y-USA, providing organizational-wide leadership to the engagement strategy aimed at fostering a national Movement of people who live our cause by intentionally thinking, acting and communicating in ways that strengthen community. Previously, she served as Director of Career Development at Y-USA and as Vice President of Member Experience at the YMCA of Greater Charlotte (N.C.). She has a bachelor’s degree in music from Loyola University in New Orleans and a master’s degree in organizational management and leadership from Springfield College. JONATHANLEVER,Y-USA Jonathan is VicePresidentforHealthStrategyand Innovation, leading Y-USA’s healthy living work. Previously, he was the founding CEO of the Nonprofit Center of Northeast Florida, Inc. He also practiced nonprofit law in Boston, was a program officer at the Jessie Ball duPont Fund and a research associate at Harvard University’s Hauser Center for Nonprofit Organizations. He has a bachelor’s degree in religion from the College of William and Mary, a master’s degree in education from Harvard University and a law degree from Northeastern University. ANGELAF.WILLIAMS,Y-USA Angela is ExecutiveVicePresident,GeneralCounsel andChiefAdministrationOfficer at Y-USA. Previously, she was the Interfaith Liaison for the Bush-Clinton Katrina Fund, served as Vice President and Deputy General Counsel of Litigation and Government Relations for Sears Holdings Corporation, and was Sears’ Chief Compliance and Ethics Officer. She also served as Special Counsel on Criminal Law to Sen. Edward M. Kennedy. She holds a bachelor’s degree from the University of Virginia, a law degree from the University of Texas School of Law and a Master of Divinity from the Samuel DeWitt Proctor School of Theology, Virginia Union University. GIGIWOODRUFF,Y-USA Gigi is SeniorLeadershipDevelopmentManager forTraining&LeadershipDevelopment at Y-USA, focusing on executive and volunteer development initiatives. She previously served as a Leadership Consultant for the YMCA University, Executive Director in Dallas and Conroe, Texas, and Vice President for Program Development and Training at the YMCA of Greater Houston. Gigi is a graduate of Austin College, Texas. 2014 Executive Conference for Small and Mid-Size YMCAs 13
  • 8. 14 2014 Executive Conference for Small and Mid-Size YMCAs 2014 Executive Conference for Small and Mid-Size YMCAs 15 BrianBearor Family YMCA of Glens Falls Area (N.Y.) JeanBock YMCA of the Shoals (Ala.) MichaelBodenhausen YMCA of Northwest Florida HelenL.Breña YMCA of Southern Maine StevenCrone Tiffin Community YMCA Recreation Center Inc. (Ohio) KyleCronk Clallam County YMCA Inc. (Wash.) KirkL.Eich YMCA of West Central Florida MarisaFink Central Douglas County Family YMCA (Ore.) DorryFoster Franklin/Grove City YMCA (Pa.) StevenGraf Aberdeen Family YMCA (S.D.) KristinIrwin Monroe Family YMCA (Mich.) GwynMuto McPherson Family YMCA (Kans.) JimmyOzeata YMCA of Orange (Calif.) StacieAPeugh Cape Cod YMCA (Mass.) SherryRiddle Pikeville Area Family YMCA (Ky.) TonySparks Mattoon Area Family YMCA (Ill.) DerrickStewart–CommitteeChair YMCA of Southwestern Indiana BonnieWassmer Greater Susquehanna Valley YMCA (Pa.) BrianBearor Family YMCA of Glens Falls Area (N.Y.) MichaelBodenhausen YMCA of Northwest Florida StevenCrone Tiffin Community YMCA Recreation Center Inc. (Ohio) KyleCronk– PlanningCommitteeChair Clallam County YMCA Inc. (Wash.) StevenGraf Aberdeen Family YMCA (S.D.) KristinIrwin Monroe Family YMCA (Mich.) TonySparks Mattoon Area Family YMCA (Ill.) DerrickStewart YMCA of Southwestern Indiana DanielleAnderson Sr. Administrative Assistant, CMS & SMY JolleenClymer Resource Director, Region III TonyFragale Vice President, CMS & SMY LindiweLester Sr. Resource Director, Region III DanNewhouse Resource Director, Region II CharlesTrammell Resource Director, Region III KellieWardman Resource Director, Region I 501(c) AgenciesTrust TheActiveNetworkInc. AmericanSafety&HealthInstitute AssociationofYMCAProfessionals (AYP) CaliforniaFirstNationalBank ChristensenComputerCompany CrownUSA/ApparelStore Cybex eCardTransactions Jules&Associates LifeFitness MacroleaseCorporation MobileFit(AdaptiveTechnologies) OctaneFitness TheRedwoodsGroup SeerAnalytics SpringfieldCollege StarTrac T-Mobile UniqueSystemsakaThinSoft YMCABenefits YMCARetirementFund YMCAoftheUSAFinancial Development SMALLandMID-SIZEYMCACABINET CONFERENCECOMMITTEE Y-USASTAFF EXHIBITORS THANK YOU THANK YOU ThankyoutothemembersoftheSmallandMid-SizeYMCACabinetandthe2014ConferenceCommitteefor theirhardwork,dedicationandcreativeplanningtoensureasuccessfulexperienceforall. Toour2014sponsorsandexhibitors,thankyouforyourgeneroussupportofthis engagingconference. SPONSORS
  • 9. 16 2014 Executive Conference for Small and Mid-Size YMCAs YMCAOFTHEUSA 101 N Wacker Drive Chicago IL 60606 800 872 9622 ymca.net 321303 02/14