2015 SMYEC Onsite Guide

2015 Executive Conference for Small and Mid-Size YMCAs 1

INN VATESTRENGTHENC NNECTExecutive Conference for Small and Mid-Size YMCAs For CEOs and Executive Staff

February 4 - 6, 2015Sheraton Sand Key ResortCLEARWATER BEACH, FLORIDA


CONTENTS

Welcome 4

Schedule at a Glance 5

Keynote Speakers 6

Featured Events and Programs 7

Conference Kick-Starters 9

Workshops 11

Presenters 13

Small and Mid-Size YMCAs Cabinet and Conference Committee 17

2015 Sponsors and Exhibitors 18

4 2015 Executive Conference for Small and Mid-Size YMCAs

WELCOME

Dear Colleagues,

Welcome to Clearwater Beach, Florida!

We are excited to offer you a unique conference opportunity specifically designed for Small and Mid-Size Y executives. The 2015 Conference Planning Committee has worked to ensure you have a meaningful and fulfilling experience here and that you return home energized, revitalized and equipped to build upon the work you do to strengthen your community.

With this year’s speakers, workshops and networking opportunities, we hope the conference will help you Innovate, Strengthen and Connect. We recognize that as leaders you are challenged to improve your YMCAs through innovative processes and programs. We realize that to remain relevant you must strengthen the core of what has made and will continue to make the Y successful. We know that connecting with peers is tremendously beneficial to every YMCA executive.

In addition, this year we have the unique opportunity to welcome Kevin Washington to his new role as President and CEO of YMCA of the USA (Y-USA). This is one of Kevin’s first official functions since assuming the position, and we look forward to hearing from him during his keynote address Friday morning.

We are certain that the general sessions, workshops, exhibitors and networking opportunities at this conference will make it a rewarding experience. General Assembly returns in 2016, which means we won’t hold another Executive Conference for Small and Mid-Size YMCAs until 2017. Let’s make the most of our time this year in Clearwater. Thank you for your commitment to the Y, and we hope you enjoy this year’s conference.

Yours in the Y,

Kristin Irwin Chair, 2015 Conference Planning Committee CEO, Monroe Family YMCA (Michigan)

Tony FragaleVP, Small and Mid-Size YMCAsYMCA of the USA


SCHEDULE AT A GLANCE

WEDNESDAY, FEBRUARY 4

8 a.m. Golf Outing at Belleair Country Club

9 a.m. Registration Opens

1 – 4:30 p.m. Conference Kick-Starters (Details on p. 9)

2 – 6 p.m. Vendor Exhibits

6 – 8 p.m. Opening Dinner and Keynote by Libby Gill (Details on p. 7)

8 – 9 p.m. Dessert Reception with Exhibitors

9 p.m. Social Time at the Mainstay Tavern

THURSDAY, FEBRUARY 5

7 – 9:15 a.m. Continental Breakfast with Exhibitors

9:30 – 11 a.m. World Café (Details on p. 7)

11:15 a.m. – 12:15 p.m. Workshop Session I (Details on p. 11)

12:30 – 1:30 p.m. Sponsors’ Awards Luncheon (Details on p. 8)

1:45 – 2:45 p.m. Workshop Session II (Details on p. 11)

3 – 4 p.m. Workshop Session III (Details on p. 11)

4 – 5 p.m. Hot Topics: Informal Round Table Discussions (Details on p. 8)

4:30 – 6 p.m. Poolside Reception (Details on p. 8)

FRIDAY, FEBRUARY 6

7:30 – 8:45 a.m. Breakfast and Keynote by Kevin Washington (Details on p. 8)

9 – 10 a.m. Workshop Session IV (Details on p. 12)

10:15 – 11:15 a.m. Workshop Session V (Details on p. 12)

11:00 a.m. Conference Closing


KEYNOTE SPEAKERS

LIBBY GILL Founder and CEO Libby Gill & Company

After nearly 20 years in senior leadership roles in communications at media giants Universal, Sony and Turner Broadcasting, Libby founded the executive coaching and consulting firm Libby Gill & Company in 2000. A sought-after international speaker, she guides established and emerging leaders to increase passion and productivity in their organizations.

Her clients include ABC-Disney, AMC Networks, Avery Dennison, CA Technologies, Cisco, Comcast, Deloitte, Eli Lilly, GoDaddy, Kellogg’s, Microsoft, Nike, Oracle, PayPal, Royal Caribbean Cruise Lines, Safeway, The Conference Board, Warner Bros., Wells Fargo and many more. A frequent media guest, Libby has shared her success strategies on CNN, NPR, the Today Show and in BusinessWeek, Time, The New York Times, Wall Street Journal and more.

Libby helps individuals and organizations “capture the mindshare” – that is, the heads and hearts – of customers, colleagues and communities. Her “Clarify, Simplify & Execute” process inspires people to drive workplace performance by maximizing their “Leadership DNA,” building high-passion/high-performance teams; and increasing employee engagement through authentic communication.

Her books include the best-selling Traveling Hopefully: How to Lose Your Family Baggage and Jumpstart Your Life; the award-winning You Unstuck: Mastering the New Rules of Risk-Taking in Work and Life; and her latest, Capture the Mindshare and the Market Share Will Follow: The Art and Science of Building Brands.

KEVIN WASHINGTON President and CEO YMCA of the USA

Kevin Washington became President and CEO of YMCA of the USA (Y-USA) on Feb. 1, 2015. He is the 14th person and first African-American to lead the Y Movement in the U.S. A 36-year Y professional, Kevin is a widely recognized and respected leader in the Movement and has a deep devotion to the Y’s mission, cause and core values.

He came to Y-USA from the YMCA of Greater Boston, where as President and CEO since 2010, he expanded membership, increased the Board of Directors’ diversity and engagement and implemented a childhood-education quality initiative. Previously, he served as President and CEO of the YMCA of Greater Hartford, 2000 - 2010, and Chief Operating Officer for the YMCA of Metropolitan Chicago, 1995 – 2000. He got his start in the Y as a Youth Program Director at the Philadelphia YMCA’s Christian Street branch in 1978.

Even before assuming his new position with Y-USA, Kevin played a central role in determining the national direction of the Y. He served as Chairman of the CEO Advisory Committee that guided the development of Delivering Our Cause, Y-USA’s strategic plan for 2014 - 2017. He also was a member of the Y-USA Board of Directors, 2004 – 2009, and previously provided leadership to Y-USA’s National Diversity Initiative, Aquatic Safety Task Force and National Mentorship Program.

Additionally, Kevin has served as Chairman of the YMCA North American Network, the North American Metro 30 and the North American Urban Group’s Chief Operating Officers group. A native of Philadelphia, he earned a bachelor’s degree in history from Temple University.


FEATURED EVENTS AND PROGRAMS

RETIREMENT ACCOUNT ANALYSISVanessa Boulous, Bob Hastedt and Laura Lombard, YMCA Retirement Fund

Staff from the YMCA Retirement Fund will meet with attendees to discuss the retirement planning process, where you are with your retirement savings and whether you’re on track to reach your goals. If you haven’t already scheduled an appointment, feel free to visit the Fund team to ask general questions or to learn how your Y can provide this valuable benefit to staff.


OPENING DINNER AND KEYNOTE (Grand Ballroom) 6 – 8 p.m.Presented by Les Mills – Midwest

IGNITING BOLD LEADERSHIP: CREATING A CULTURE OF HIGH PASSION AND HIGH PERFORMANCE

Libby GillFounder and CEO, Libby Gill & Company

Learn about powerful leadership strategies for igniting deep engagement and aggressive performance within your Y. With an emphasis on linking underlying beliefs (emotions) with ongoing behaviors (actions), we’ll connect the dots between personal accountability and organizational success. Attend this interactive presentation and gain practical solutions for making accountability part of your Y’s DNA.

SOCIAL TIME (Mainstay Tavern)9 p.m.Presented by MobileFiT

After dessert, keep the conversation going at the Sheraton’s Mainstay Tavern. Visit the MobileFiT booth for a drink ticket and enjoy some time socializing with your colleagues, sponsors, exhibitors and Y-USA staff.

THURSDAY, FEBRUARY 5WORLD CAFÉ (Grand Ballroom) 9:30 - 11 a.m.Presented by MATRIX Fitness

Kate ColemanEVP, Chief Strategy/Advancement Officer, Y-USAKellie WardmanResource Director, Region I, Y-USA

World Café offers a unique, small group setting for collaborative dialogue around critical questions related to the future of the Movement. This session will focus on Y-USA’s 2014-2017 strategic plan, Delivering Our Cause. Let’s discuss the big questions such as ‘How do we best translate the Movement’s national perspective into local action to address local needs? How far can we take a common vision for the Movement and apply it to the future of local YMCAs?’ The session will culminate in a large group discussion to share the most innovative ideas to bring home and put to work with stakeholders in your communities.


CONFERENCE REGISTRATION(Lobby)8 a.m. – 6 p.m.Presented by Bank of America

BAND TOGETHER While you’re here, we hope you’ll take advantage of the opportunity to discuss ideas and collaborate around ways we can work together to move the Movement forward. The wristbands available at the registration area are meant to help you connect with your colleagues. Wear the band that best describes you and look for others with whom you can compare experiences, solve problems and share successes.

RED: First two years in your CEO position

YELLOW: Executive at an association without branches

BLUE: Executive at an association with branches


FEATURED EVENTS AND PROGRAMS


SPONSORS’ AWARDS LUNCHEON(Island I & II) 12:30 - 1:30 p.m. Presented by Daxko

Hosted by Angela WilliamsEVP, General Counsel & Chief Administration Officer, Y-USA

Our conference is supported by generous sponsors that many of you know as partners in your work. The second year of our Sponsors’ Awards for Advancing Our Cause will be hosted by Angela Williams, and four YMCAs each will receive a $2,500 cash award from Y-USA and our sponsors in recognition of their outstanding work in their communities.

2014 Sponsors’ Awards Recipients Region I: Central Bucks Family YMCA (Pennsylvania) Region II: Racine Family YMCA (Wisconsin)Region III: YMCA of Greater St. Petersburg (Florida)Region IV: YMCA of Douglas County (Oregon)

HOT TOPICS: SHARING IDEAS, LESSONS AND SUCCESSES(Island I & II)4 – 5 p.m.

Meet informally with other CEOs to discuss a variety of topics that are of interest to you. Learn from and share information with colleagues through open dialogues on such topics as: Moving Members to Become Donors; Managing the Affordable Care Act; Developing Home-Grown Staff; and Strengthening the Board and CEO Relationship.

POOLSIDE RECEPTION4:30 – 6 p.m.Presented by the Sheraton Sand Key Resort

Join us for a casual gathering on the poolside lawn hosted by our conference partners, the Sheraton Sand Key Resort. Enjoy a complimentary drink and some hors d’oeuvres before venturing out to dinner at one of the many local restaurants in Clearwater Beach.

FRIDAY, FEBRUARY 6BREAKFAST AND KEYNOTE (Island I & II) 7:30 – 8:45 a.m.Presented by Technogym

COLLABORATION AND COLLECTIVE WILL: MOVING THE Y FORWARD

Kevin WashingtonPresident and CEO, Y-USA

During our final conference meal together, we’ll have the good fortune to hear from Y-USA’s new President and CEO just one week into his tenure. Kevin will share his first impressions of his new role and his outlook for the future of the Movement. This promises to be an insightful and inspirational keynote address as Kevin begins the next era of leadership for the Y.


CONFERENCE KICK-STARTERS

BRAND STANDARDS AND CERTIFICATION REQUIREMENTS

Juliet GarrardDirector, Brand Development and Compliance, Y-USA

The final Brand Certification deadline of Sept. 1, 2015, is fast approaching. If you’re not yet ready, we’re here to help. Juliet will be available to explain what your Y needs to do to gain certification, answer specific questions about brand standards and provide advice and feedback on any brand issues. Attendees are encouraged to bring draft marketing materials, signage drawings and plans, etc., prior to production to ensure projects meet the Y’s brand standards so that your Y can pass the review easily.

CHILD ABUSE PREVENTION

Anne CalvoSenior Director of Child Abuse Prevention, Y-USABritt Darwin-LooneyVP of Youth Development Services, Praesidium Inc.

At the Y, the safety and well-being of children in our care always has been a top priority. Consult with Anne and Britt to learn how enhanced abuse-prevention tools and resources available through Y-USA’s partnership with Praesidium can help your Y strengthen its capacity to prevent child sexual abuse and create even safer environments for kids.

C-TRAC: FREE, EFFICIENT FINANCIAL REPORTING

Nancy OwensInterim Chief Financial Officer, Y-USA

C-TRAC is a web-based financial reporting tool customized for Ys and available free of charge. Mirroring the IRS Form 990 and containing fields for the Page 5 financial data required as part of Annual Reporting, C-TRAC allows Ys to enter financial information just once to prepare and submit the 990 and Page 5. All Ys will be required to use C-TRAC beginning in 2016. Stop by and learn how to get started.

DAY CAMP UPGRADE: THE BEST SUMMER EVER!

John Duntley Senior Camping Specialist, Y-USA

Enhance the impact of your day camp program on youth at your Y. Become an adopter of this exciting new intentional focus on the essential impact areas of achievement, relationship and belonging. New tools and resources for planning, training and program are already being shared with early adopters, and Ys like yours can easily join the cause.

GRANT MAKING & STEWARDSHIP

Kathe Elwell Director, Grants & Stewardship, Y-USA

Sub-granting funds is an essential part of how Y-USA supports the local Y programs that strengthen community. Kathe will be available to help you find grant opportunities that match your Y’s needs and can guide you through the application process. She will also be available to discuss Y-USA stewardship and donor relations activities and help brainstorm creative ways to move the donor relations compass for your Y.


Start your conference with these one-on-one learning opportunities from Y-USA staff to hear about and discuss important initiatives and resources available to support the growth of both you and your Y.

Grand Ballroom 1 – 4:30 p.m. Presented by Active Network


CONFERENCE KICK-STARTERS

ORGANIZATIONAL LEADER CERTIFICATION: BUILDING YOUR TRANSCRIPT

Training & Leadership Development Staff, Y-USA

Drop by for an informal tutorial with senior representatives from Y-USA’s Training & Leadership Development department. The experts can walk you through your own YMCA transcript, showcase the Learning & Career Development Center, answer your training questions and brainstorm possible development opportunities.

STEM

Pam GarzaProject Director, STEM, Y-USA

STEM (Science, Technology, Engineering and Math) is a critical content area for youth and an extremely fundable program. Learn about resources that will be available in 2015 to assist your YMCA in implementing STEM into day camp, afterschool and other programs. Ask Pam about opportunities for your Y and hear success stories about integrating and funding STEM at other Small and Mid-Size YMCAs.

STRENGTHENING PHILANTHROPY ACROSS THE MOVEMENT

Courtney Weiland Senior Financial Development Resource Specialist, Y-USA

Do you have questions about how to involve your Y in Nationwide Campaign? Are you embarking on a new strategic plan that requires more contributed support to achieve your goals? Stop by for individual consultation to help your Y strengthen its development program and learn more about how Nationwide Campaign can help improve your fundraising effectiveness, engage more people and amplify our shared cause.

AFTERSCHOOL UPGRADE, CAMP AND AFTERSCHOOL READERS

Jackie Thurnau-Anderson Early Childhood & Afterschool Specialist, Y-USA

Launching this fall, the Afterschool Upgrade pilot aims to enhance the model to help Ys increase the impact on the youth development process and to be responsive to the interests of the current youth market. Along with this upgrade, Jackie will be available to discuss Camp and Afterschool Readers, a simple program with great impact that is easy to integrate and can help youth boost reading skills, increase reading confidence and learn that reading can be fun.


Start your conference with these one-on-one learning opportunities from Y-USA staff to hear about and discuss important initiatives and resources available to support the growth of both you and your Y.

Grand Ballroom 1 – 4:30 p.m. Presented by Active Network


WORKSHOPS

STRATEGIC PLANNING: INTEGRATING Y-USA’S FRAMES FOR ACTION INTO LOCAL Y WORK (Sand Key)

Kate ColemanEVP, Chief Strategy/Advancement Officer, Y-USA

We’ll discuss ways of integrating and utilizing elements of Y-USA’s 2014-2017 strategic plan, Delivering Our Cause, in local planning efforts. Topics will include how the plan can be used to stimulate discussion around community issues to be addressed; outcomes to be targeted; common elements that can be adopted locally; examples of ways Ys have used the plan in their planning processes; and templates of local strategic plans organized and formatted in ways that are compatible with Y-USA’s plan elements.

BUILDING EFFECTIVE TEAMS (Gulf)

Gigi WoodruffSenior Leadership Development Manager, Y-USA

Building an effective team can be taken for granted at the Y. The truth is many of our work groups have common goals but very few other traits of an effective team. In this interactive session, we’ll discuss critical steps for establishing an effective team-based culture, including co-creating a compelling, mission, vision with aligned goals; clarifying roles and functions; aligning competencies and strengths to match objectives; and more.

CREATING A YMCA FROM THE GROUND UP (Bay)

Virginia Kaczmarek CEO, Northfield Area FamilyYMCA (Minnesota)

Developing a YMCA presence in an underserved community is an opportunity that can come to us at any time. Hear a success story of how one small-town YMCA evolved from virtually nothing to grow into a major presence in its community. Learn the process, timelines, relationships and planning that can help you expand YMCA services to a community in need.

ONE YMCA: SHARED SERVICES STRATEGIES FOR YMCAS (Palm)

Larry RichardsonPresident & CEO, YMCA of York and York CountyLiam BehrensCEO, Hanover Area YMCA

During this session, we’ll discuss developing a shared services strategy that capitalizes on Ys working together, helping them to improve program quality, member service, financial performance and operational efficiency. Learn how these strategies can maximize resource, expand services, attract staff and volunteer leaders, diversify revenue and create cost efficiencies; and consider the steps your Y can take to share services, resources and talent with other YMCAs.

THE NEXT CLASS OF Y FACILITIES: DEVELOPMENT & DESIGN (Beach)

Rod GrozierPresident and CEO, Gro Development

Learn how YMCAs of all sizes serving communities across a broad range of demographics can better leverage their facility assets to impact lives and realize their mission. With an eye on meeting community needs and realizing potential, Rod—with the help of current YMCA clients—will share how local Y staff and volunteers can develop the right strategies and schemes in development and design of new and repositioned Y centers, including facility-focused partnerships and mixed-use development scenarios.


Build Your Conference: Build your conference experience by selecting the workshops that meet your specific needs and interests. Please choose three of the below sessions to attend, one for each of Thursday’s workshop times.

Workshop I: 11:15 a.m. – 12:15 p.m.Workshop II: 1:45 – 2:45 p.m.Workshop III: 3 – 4 p.m.

Break: 11 - 11:15 a.m.Break: 1:30 - 1:45 p.m.Break: 2:45 - 3 p.m.Presented by STAR-TRAC


WORKSHOPS

BASEMETRICS: INSIGHTS TO MOVE THE NEEDLE (Palm)

Laurie EllisVP of YMCA Support & Development, Seer AnalyticsAaron MuellerSales Manager, Seer Analytics

With more than a half million responses collected to date, BaseMetrics has become a powerful tool to drive Y performance. Seer staff will present the latest learnings from their analyses, and Y CEOs will share how they have used their results to improve operations and impact. This workshop will help you use BaseMetrics to make real positive change within your association.

CEO SEARCH: NAVIGATING THE JOURNEY (Sand Key)

Jason HagensickSenior Director, CEO Search, 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 have advice for Y leaders at different points in their careers.

CREATING A CULTURE OF ENGAGEMENT (Bay)

April BenetolloSenior VP of Marketing, Daxko

Take a fresh look at how wellness programs can drive new member sales, increase retention and show the kind of health improvement data that can generate thousands in grants and contributions. Learn more about tools and social networks being used in some of the most progressive Ys in the country and how leveraging corporate wellness and social networks can introduce thousands of people to the many ways the Y promotes healthy living.

TOGETHERHOOD™: INSPIRING MEMBERS TO IMPACT THEIR COMMUNITY THROUGH SERVICE (Gulf)

Zane Moore President and CEO, Central Bucks Family YMCA

Togetherhood™, the YMCA’s Signature Program for social responsibility, engages Y members of all ages in volunteer projects with the goal of instilling an ethic of service and meeting community needs beyond the Y’s walls. Launched to the Movement in 2015, learn about the program and hear practical tips for successful implementation based on a pilot Y’s experience. Zane will share specific examples of how the program can create significant impact on your members, community and Y operations.

Y-ADVOCACY: IT’S WORKING! A REPORT FROM THE FRONT LINES (Beach)

Neal DentonSVP, Chief Government Affairs Officer, Y-USA

We’ll discuss how advocacy through the work of state alliances is advancing the Y’s cause in Washington, D.C., and in state legislatures across the nation. During this interactive session, participants can share successful strategies for building relationships and community coalitions that influence public policy.

FRIDAY, FEBRUARY 6

Build Your Conference: Build your conference experience by selecting the workshops that meet your specific needs and interests. Please choose two of the below sessions to attend, one for each of Friday’s workshop times.

Workshop IV: 9 – 10 a.m. Workshop V: 10:15 – 11:15 a.m.

Breaks Presented by STAR-TRAC10 - 10:15 a.m.


PRESENTERS

LIAM BEHRENS, HANOVER AREA YMCA Liam Behrens is CEO of the Hanover Area YMCA (Pennsylvania). He began his 25-year Y career as a Fitness Director and Senior Director in Richmond, Virginia. He went on to serve as an Executive Director, VP and COO of the Greensboro YMCA (North Carolina) and COO of the Capital Area YMCA (Louisiana). He holds a bachelor’s degree in rehabilitation services from Virginia Commonwealth University.

APRIL BENETOLLO, DAXKO April Benetollo leads the teams that determine what market challenges they can solve for customers (marketing) and which pieces of their solution are right for each customer (sales.) She joined DAXKO in 2000 and has provided leadership in sales, marketing and account management. She is an active member of the Birmingham YMCA, a board member for the Daxko Foundation, a past VP of the Alabama Information Technology Association, and is involved with local marketing and technology initiatives. She holds a bachelor’s degree in international relations from the University of Alabama.

VANESSA BOULOUS, YMCA RETIREMENT FUND

Vanessa Boulous, COO at the YMCA Retirement Fund, works to maximize the Fund’s relationship with the Y Movement, acting as a representative of the Fund and advancing its mission in all Y circles. With the Y since 1985, Vanessa started her career at the YMCA of Philadelphia and has held many leadership positions at Ys in San Francisco; Palo Alto, California; Flemington, New Jersey; and Allentown, Pennsylvania. She also served as senior consultant at Y-USA, serving the Mid-Atlantic and Northeast states. Vanessa is a Certified Retirement Counselor (CRC) and holds a bachelor’s degree from the University of Delaware.

ANNE CALVO, Y-USA Anne Calvo, Senior Director for Child Abuse Prevention, joined Y-USA in 2013 to provide critical leadership and advance the strategic priority of child abuse prevention. Previously, Anne worked with The Salvation Army, served as a director of nursing in a private hospital, head nurse on a medical ship serving children in third-world countries, and as an officer in the British Royal Air Force. A native of London, Anne holds a bachelor’s degree in nursing from the University of Dundee, Scotland.

KATE COLEMAN, Y-USA Kate Coleman, EVP and Chief Strategy/Advancement Officer, joined Y-USA in 2007. She leads the Marketing Communications and Financial Development departments, Y-USA’s Strategic Initiatives Fund, as well as strategic and operational planning and the office of project management. Prior to joining Y-USA, Kate served as EVP of Financial Development, Marketing and Communications for the YMCA of Metropolitan Chicago. She earned a bachelor’s degree in biological sciences from Smith College in Northampton, Massachusetts.

BRITT DARWIN-LOONEY, PRAESIDIUM INC. Britt Darwin-Looney is VP of Youth Development Services with Praesidium Inc., where she conducts trainings, incident investigations and risk assessments for youth-serving organizations nationwide. She manages Praesidium’s youth development client-base of fitness centers, parks and recreation centers, resorts, camps, Boys & Girls Clubs, and YMCAs. She holds a bachelor’s degree in psychology from Texas Christian University and a law degree from Southern Methodist University’s Dedman School of Law.

NEAL DENTON, Y-USA Neal Denton, SVP and Chief Government Affairs Officer for Y-USA, leads Y-USA’s Government Relations and Policy Office in advocating for policies and funding at the federal level that are important to the Y’s cause of strengthening community, as well as supporting Y State Alliances and individual associations with their advocacy efforts. Prior to joining Y-USA in October 2012, Neal served as SVP, Government Relations and Strategic Partnerships for the American National Red Cross. He is a U.S. Army veteran and a graduate of Ohio University.


PRESENTERS

JOHN DUNTLEY, Y-USA John Duntley, Senior Camping specialist at Y-USA, has more than 30 years of Y 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.

LAURIE ELLIS, SEER ANALYTICS Laurie Ellis, VP of YMCA Support & Development with Seer Analytics, served the Y for 24 years before joining Seer in 2011, where she helps Ys use data to drive operational excellence and impact. After seven years as the COO of the Tampa Metropolitan Area YMCA, she left in 2008 to move to Nigeria, where she worked for the nonprofit Fantsuam Foundation. Thanks to the support of Y friends and family back home, Laurie was instrumental in starting a YMCA and building a primary school in her village.

KATHE ELWELL, Y-USAKathe Elwell, Director, Grants and Stewardship at Y-USA, is responsible for building Y-USA’s grant making capacity; directing the strategic and tactical implementation of all stewardship and grant making operations of Y-USA; establishing best practices for the stewardship, re-granting and risk management of contributed revenue; and coaching local Ys on their own grant writing and stewardship processes. She is also an active member of the North American YMCA Development Organization (NAYDO).

TONY FRAGALE, Y-USA Tony Fragale is VP for Certification and Membership Standards and Small and Mid-Size YMCAs at Y-USA. He previously served as President and CEO of the YMCA of Metropolitan Lansing (Michigan), CEO of the YMCA of Greenwich (Connecticut), 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 and a master’s degree in public administration from Western Michigan University.

JULIET GARRARD, Y-USA Juliet Garrard, Director of Brand Development and Compliance at Y-USA, is currently focused on leading the Brand Team’s work to support all Ys in gaining brand certification. She is also seeking ways to strengthen the Y brand across the Movement long term. Juliet has served the Y for almost 10 years; prior to joining Y-USA, she led the marketing department for a local association. In addition, she has entrepreneurial experience as a small-business owner and a background in community work.

PAM GARZA, Y-USA Pam Garza serves as the STEM Project Director at Y-USA. Most recently, she served as a consultant for both the Noyce Foundation and the National Coalition for Science Afterschool. Prior to that, she 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.

ROD GROZIER, GRO DEVELOPMENTRod Grozier, President and CEO of Gro Development, sets the vision and general direction for Gro’s service delivery in facility development, facility design and facility management services to its client base, some of the nation’s leading mission-based nonprofits. He has been involved in the development of more than 400 YMCAs and similar community-based facilities. Previously, he served in several capacities at Y-USA and also served on the Recreation Access Advisory Committee commissioned by the U.S. Department of Justice, which led to today’s ADA standards for recreation and sport facilities.

JASON HAGENSICK, Y-USA Jason Hagensick, Senior Director for CEO Search at Y-USA, 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 (California) 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 (California), the YMCA of Corpus Christi (Texas) and the YMCA of San Antonio (Texas). He is a graduate of Texas A & M University.


ROBERT C. HASTEDT, YMCA RETIREMENT FUND Bob Hastedt recently retired from the YMCA Retirement Fund where he provided guidance to participants in their investments in the Fund as well as focusing on participant education. He is a Certified Financial Planner and a Certified Retirement Counselor. He has served in various capacities for the fund since 1981. Bob graduated from Wagner College with a bachelor’s degree in economics and mathematics and earned a master’s degree in finance from St. John’s University.

KENT JOHNSON, Y-USA Kent Johnson, EVP and COO at Y-USA, leads 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 (Wisconsin). Kent holds a bachelor’s degree from Eastern Illinois University and completed nonprofit executive education programs at both Northwestern University’s Kellogg School of Management and Harvard Business School.

VIRGINIA KACZMAREK, NORTHFIELD AREA YMCA Virginia Kaczmarek, CEO of the Northfield Area YMCA (Minnesota), believes tenacity might be the strongest skill a leader can have when raising capital funds. She has been with the Y for 15 years, spending her first nine with the Twin Cities YMCA. Virginia worked on a master’s degree in economics at the University of Kansas and spent time in the U.S. Marine Corps.

LAURA M. LOMBARD, YMCA RETIREMENT FUND Laura Lombard, Senior Education and Training Specialist at the YMCA Retirement Fund, is responsible for providing educational opportunities, developing strategies for participant education and serving as a benefits resource expert. She has served in various capacities within the Y during her 23-year career, including 13 years with Y-USA. She holds a bachelor’s degree in business from the University of South Florida and a master’s degree in human services from Springfield College.

TOM LOWERY, Y-USATom Lowery, Director of Leadership & Volunteer Development, leads executive and board-volunteer development for Y-USA, as well as the management of courses and institutes that grow Cause-Driven Leadership®

competencies for leaders at all levels. He is an instructor for the Leading Change course and institute, and is the editor of the Y’s Journal of Community Strengthening. Tom holds a bachelor’s degree in political studies from Pitzer College in California and is pursuing a master’s degree from Claremont Lincoln University in California

SUE MACKEY, Y-USA Sue Mackey, Director of Career Development at Y-USA 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 of the YMCA of Greater New York.

ZANE MOORE, CENTRAL BUCKS COUNTY YMCA Zane Moore is President/CEO of Central Bucks Family YMCA (Pennsylvania), a position he’s held since 2011. He also serves on the Pennsylvania YMCA State Alliance Executive Committee, Public Policy Sub-Committee, and as a CEO representative on the Y-USA Region I Membership Standards Committee. He also was elected to the Y-USA Inaugural Leadership Symposium. Previously, Zane served as COO at Somerset Hills YMCA (New Jersey). He holds a bachelor’s degree in exercise physiology from West Chester University.

AARON MUELLER, SEER ANALYTICS Aaron Mueller is Sales Manager for Seer Analytics and has 15 years of experience working with YMCAs. In 2012, Seer and Y-USA set out to standardize measurements of impact across the Movement. This effort provided tremendous insight into important questions for the Y, such as, “What matters most when it comes to impacting the lives of adult members, kids and staff?” Previously, Aaron spent 15 years in marketing, market research and operations for the consumer package goods and retail industry.

PRESENTERS


PRESENTERS

NANCY OWENS, Y-USA Nancy Owens, Interim CFO at Y-USA, previously served as Senior Director of Finance and has been with Y-USA for 14 years. She provides leadership to serve the strategic needs of the Movement, overseeing the financial plans and policies of the organization. Prior to joining Y-USA, Nancy was SVP and CFO of PGI, a leading event production agency. She holds a bachelor’s degree in accounting and a master’s degree in business from Southern Illinois University at Carbondale.

LARRY RICHARDSON, YMCA OF YORK & YORK COUNTY Larry Richardson is President/CEO of the YMCA of York & York County (Pennsylvania), where he has served since 1994. He is also President of Y Community Development Corporation, the YMCA’s community development arm, and Chair of the State Alliance of YMCA’s Public Policy Committee. He holds a bachelor’s degree in psychology from Lafayette College and a master’s degree in education from Mansfield University, both in Pennsylvania.

JACKIE THURNAU-ANDERSON, Y-USA Jackie Thurnau-Anderson, Early Childhood and Afterschool Specialist at Y-USA, helps lead and advance the dissemination of youth and family projects to promote youth development and support the work of local Ys. Recent efforts include focusing on food insecurity issues and the implementation of Healthy Eating and Physical Activity (HEPA) Standards in youth programs. She has held a variety of local Y and Y-USA positions for 16 years, and she holds a bachelor’s degree in education.

KELLIE WARDMAN, Y-USA Kellie Wardman, Resource Director at Y-USA, serves YMCAs in New Hampshire, Maine and Vermont. She previously served as COO for the YMCA of Greater Manchester (New Hampshire). Before the Y, she worked in the field of systems thinking and organizational learning. She holds a bachelor’s degree from the University of New Hampshire and a master’s degree from Emerson College in Massachusetts.

COURTNEY WEILAND, Y-USA Courtney Weiland, Senior Financial Development Resource Specialist at Y-USA, brings experience in implementing a relationship-based, integrated approach to fund development efforts. She began her Y career with the YMCA of Greater Seattle in 2002 as Senior Director of Development. She also worked for the YMCA of Greater Tulsa in financial development and volunteer engagement and assisted Ys in assessing financial development efforts as an independent consultant. Courtney holds a bachelor’s degree from Northwestern University.

ANGELA F. WILLIAMS, Y-USA Angela Williams is EVP, General Counsel & Chief Administration Officer at Y-USA. Previously, she was the Interfaith Liaison for the Bush-Clinton Katrina Fund, served as VP 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.

GIGI WOODRUFF, Y-USAGigi Woodruff is Senior Leadership Development Manager for Training & Leadership Development 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 VP for Program Development and Training at the YMCA of Greater Houston. Gigi is a graduate of Austin College, Texas.


Brian Bearor Family YMCA of Glens Falls Area (New York)

Jean Bock YMCA of The Shoals (Alabama)

Michael Bodenhausen YMCA of Northwest Florida

Helen L. Breña YMCA of Southern Maine

Steven Crone Tiffin Community YMCA Recreation Center Inc. (Ohio)

Kyle Cronk Clallam County YMCA Inc. (Washington)

Kirk L. Eich YMCA of West Central Florida

Marisa Fink YMCA of Douglas County (Oregon)

Dorry Foster Franklin & Grove City YMCA (Pennsylvania)

Steven Graf Aberdeen Family YMCA (South Dakota)

Kristin Irwin Monroe Family YMCA (Michigan)

Gwyn Muto McPherson Family YMCA (Kansas)

Jimmy Ozaeta YMCA of Orange (California)

Stacie A Peugh Cape Cod YMCA (Massachusetts)

Sherry Riddle Pikeville Area Family YMCA (Kentucky)

Tony Sparks Mattoon Area Family YMCA (Illinois)

Derrick Stewart, Chair YMCA of Southwestern Indiana

Bonnie Wassmer Greater Susquehanna Valley YMCA (Pennsylvania)

Brian Bearor Family YMCA of Glens Falls Area (New York)

Michael Bodenhausen YMCA of Northwest Florida

Steven Crone Tiffin Community YMCA Recreation Center Inc. (Ohio)

Kirk L. Eich YMCA of West Central Florida

Marisa FinkYMCA of Douglas County (Oregon)

Dorry Foster Franklin & Grove City YMCA (Pennsylvania)

Steven Graf Aberdeen Family YMCA (South Dakota)

Kristin Irwin, Chair Monroe Family YMCA (Michigan)

Gwyn MutoMcPherson Family YMCA (Kansas)

Tony Sparks Mattoon Area Family YMCA (Illinois)

Derrick Stewart YMCA of Southwestern Indiana

Danielle Anderson Sr. Administrative Assistant

Tony Fragale Vice President, CMS & SMY

Lindiwe Lester Region III, Sr. Resource Director

Dan Newhouse Region II, Resource Director

Charles Trammell Region III, Resource Director

Kellie Wardman Region I, Resource Director

SMALL and MID-SIZE YMCA CABINET

CONFERENCE PLANNING COMMITTEE

Y-USA STAFF

THANK YOU

Thank you to the Small and Mid-Size YMCA Cabinet and the 2015 Conference Planning Committee for their hard work, dedication and creative planning.


501 (c) Agencies Trust

ACTIVE Network

APPAREL STORE by Crown USA

Christensen Computer Company

Cybex International

Doc Morgan Inc.

Hillyard Inc.

Interactive Fitness

Iron Grip Barbell Company

JetPay

Les Mills Midwest

Level Seven

Life Fitness & Hammer Strength

Matrix Fitness

MobileFiT

PRECOR

Seer Analytics

Springfield College

Technogym

The Redwoods Group

Thinsoft

Verified Volunteers

WATERinMOTION

YMCA Employee Benefits

YMCA Retirement Fund

EXHIBITORS

THANK YOU

Thank you to our 2015 sponsors and exhibitors for their generous support.

SPONSORS

Technogym

The Redwoods Group

Thinsoft

Verified Volunteers

WATERinMOTION

YMCA Employee Benefits

YMCA Retirement Fund

The General Assembly is a national celebration designed to inspire, rejuvenate and affirm each person’s passion for the Y cause. Ensure your Y’s participation by reserving funds early. For more information, including budget strategies from fellow Y leaders, visit yexchange.org/ga.

SAVE THE DATE!

“ Every committed professional and volunteer should make a real effort to participate in the General Assembly in 2016. There is simply no other event within the organization where you will find so many resources under one roof.”

- Joe E. Paslay, Jr.President/CEO

Cleveland County Family YMCA (Oklahoma)

UNITING AND INSPIRINGTM

2016 General Assembly of YMCAs July 14-17 KANSAS CITY, MO


YMCA OF THE USA101 N Wacker DriveChicago IL 60606800 872 9622

ymca.net 321404 12/14

Documents

2015 SMYEC Onsite Guide