Elevate: Day 1 Sessions

https://www.calsae.org/ed-events/calendar/elevate/education/ss-day-2


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Day 1 Agenda: Monday, April 25



10:00am – 11:45am

Opening General Session, Awards Ceremony, and Keynote: Achieving Organizational Wellness


Sponsored by


The past two years have been an emotional roller coaster. Globally, there has been a significant rise in reported feelings of social isolation, anxiety, stress, and emotional exhaustion. Because of these challenging times, we must recognize that emotional wellness extends beyond self-care. It is now a workplace issue and, thus, a leadership issue. Ignoring the mental health of our employees is a risk, today’s leaders simply cannot take. Failure to tap into the emotional well-being of your staff and unite your team will only exacerbate the problems. At the same time, leaders must also tend to their own emotional wellness. Dr. Gladney will share techniques and strategies to help you achieve personal wellness, find better balance, alleviate stress, and attain emotional health both personally and within your organizations.

Dr. Lawana Gladney
CEO, Emotional Wellness

Dr. Lawana Gladney, Ph.D., speaker, trainer, author, and media personality is the premiere emotional wellness doctor. She is the CEO of Gladney Enterprises and 24 Carat Speakers. Her Ph.D. in Instructional Psychology and Technology focuses on emotional wellness and the science of the mind. This degree not only focuses on human behavior, but how the brain processes information that will lead to change. Having that expertise and background, coupled with years of research, Dr. Gladney has developed several programs and systems that when applied, are guaranteed to change the perspectives, attitudes, and behaviors of individuals.

Dr. Gladney has shared her message and expertise to organizations, churches, schools, fortune 500 companies including, IBM, Aetna, Raytheon, Texas Instruments, and the Pentagon. She is a media expert and has been featured on national radio and TV programs and magazines and has reached over 35 million. She has served on many boards, including the National Speaker's Association and Meeting Professionals International, and won numerous awards: Dallas Business Journal Women in Business and Quest for Success from Dallas Black Chamber, Rising Star and Supplier of The Year. She is the author of 6 books and co-author of four books. Her bestseller is titled "If You Are in the Driver's Seat, Why Are You Lost? A Roadmap to an Amazing Life", has helped thousands of people to take control and regain personal identity by learning how to manage emotions, stress, health, and create the life that is desired.



2:00pm – 3:00pm

Creating a Growth Culture Mindset to Ensure Longevity


To ensure the longevity of your association, you must learn to differentiate your organization by building a relationship with prospective and existing members beyond traditional methods. In this engaging presentation, you will be challenged to change your mindset and embrace the concept that everyone in the association has a "promotion" responsibility to ensure the success of the organization. Gain actionable tools to increase revenue by attracting new members, and learn new methods to retaining and engaging existing members. Hear how to implement a "reframe-reword-rework" process at your organization that supports a growth culture that serves members, and takes time to intentionally engage them, in order to sustain the association.

Jan Spence
CEO, Jan Spence & Associates

Jan Spence is a Certified Speaking Professional, author, and consultant. With contagious charisma and a zest for life which make her an excellent motivator and leader, this TEDx speaker has used her vast knowledge in sales, communications, finances, and employee engagement to help numerous clients including Pillsbury, Walmart, and Frito-Lay. As a member of the National Speakers Association, Jan uses her experience to inspire people to make a difference through "Cheer Leadership®." Known for her highly interactive, entertaining, and inspirational style, she recently taught in Panama, Romania, Switzerland, Uganda, Australia, and Bahrain.


DEI: Bridges to Understanding


To create and sustain an inclusive workplace, organizations must build the skill, will and knowledge of the people within the organization to understand, appreciate and communicate respect for others. This means that leaders must examine their organizational culture, policies, practices and procedures to uncover and discover the things that create disparities and inequity in the workplace. Learn the communication strategies and the skills needed to address inappropriate behavior in the workplace and what it takes to genuinely nourish a healthy and diverse working environment.

Daryl Dixon
Director of Equity and Inclusion, Cascade Employers Association

Daryl brings more than 20 years of experience in the area of Diversity, Equity and Inclusion. Daryl has led this work in organizations ranging from small non-profits to Fortune 500. Daryl is also a certified EEO Investigator. An award-winning diversity practitioner, Daryl has presented at the national SHRM Diversity Conference and was cited in HR Magazine for his expertise in the area of workforce diversity.


The No BS Guide to Digital Transformation


Digital Transformation has been a hot topic for a decade, and yet associations still struggle to make it happen, to get beyond "digitizing" and truly "go digital." Why is that? The research is clear: the key to lasting, responsive digital transformation is intentional and focused culture change. This session will share findings from a new whitepaper, The No BS Guide to Digital Transformation: How Intentional Culture Change Can Propel Associations Forward, and will delve deeply into what makes association culture unique and how culture change particularly impacts associations. Learn what true digital transformation is, how to reduce the transactional friction that slows associations down, and how to identify and fix the association culture patterns that block digital transformation.

The session will also include case studies of associations that have embraced digital transformation on behalf of their members and their industry and detail the specific steps you need to take to effect digital transformation in your association.

Elizabeth Weaver Engel, M.A., CAE
Chief Strategist, Spark Consulting LLC

Elizabeth Weaver Engel, M.A., CAE, is Chief Strategist at Spark Consulting. For more than twenty years, Elizabeth has helped associations grow in membership, marketing, communications, public presence, and especially revenue, which is what Spark is all about. She speaks and writes frequently on a variety of topics in association management. When she's not helping associations grow, Elizabeth loves to dance, listen to live music, cook, and garden.


Banish Burnout: Move from Stress to Success


While all attempts to manage stress, such as meditation, sleep, exercise, and a social life, are important, Janice's Banish Burnout methodology offers a unique solution for preventing burnout. Walk through a step-by-step journey of untangling your negative stress patterns to effect real behavior change for life by recognize signs of burnout and setting up healthy boundaries both personally and professionally.

Janice Litvin
Workplace Wellness Speaker, Facilitator, Trainer, JaniceLitvin.com

Janice Litvin is on a mission to help leaders and teams banish burnout in their organizations. She does this through keynotes, workshops and accountability groups. Her new book, Banish Burnout Toolkit, takes readers through the journey of untangling their behavior patterns so they can learn to modulate their emotions and change their behavior.

What makes Janice unique is her 20 years in technology recruiting, 10 years in IT, study of Psychology, and a lifetime of working on her own behavior to become a calmer, happier person.



3:30pm – 4:30pm

Pillars of Successful Board Development, Recruitment, and Succession Planning


How do you ensure that your association's volunteer leadership is representative of your industry? How can you build your leadership bench? At what point should you begin the Board recruitment process? Board development, recruitment and succession planning is a key component of effective governance and leadership, and to building organizational culture. Done right, recruitment is a year-round process that cultivates leaders, ensures diversity, and contributes to the success of the association. Build your bullpen with a succession planning and leadership collaboration model that identifies gaps, improves the recruitment process, and attracts the right talent and skill set to your Board.

Alison Hart
Partner, Goldes & Hart Facilitation

Alison Hart has nearly 30 years of experience leading and developing organizations. As a former CEO in the association industry, Alison has rich experience with facilitation (virtual and live), strategic planning, program development, stakeholder engagement, and marketing. She has engaged with associations, business alliances, chambers of commerce, and small businesses for many years. She is living her passion of helping leaders sharpen their focus, evolve the conversation, drive consensus, and ensure lasting change. Alison is a former CAE and is a graduate of Western Society of Chamber Executives Academy program.

Dan Goldes, IOM
Partner, Goldes & Hart Facilitation

Dan Goldes, IOM, helps association Boards and CEOs become focused on their organization's future through strategic planning, Board development, and Leadership training. Dan has spent nearly 35 years in association management and not-for-profit organizations, including 15 years with the San Francisco Travel Association, 5 of those as Chief Strategy Officer. Dan is a former Certified Association Executive (CAE) and Chaired the Northern California Network of ASAE – The Center for Association Leadership.


Design Shift: How You Can Influence Change


You want to help people do things differently. Your members want to help their members do things differently. To achieve this, your learning programs must extend beyond workshops and webinars. By tapping into how people learn, behave, and remember, you have the power to shift how you design programs so the people you serve do things differently and achieve better results over time. In this session, you will explore your inner teacher and gain a deeper understanding of adult learning, behavior change, and habits. Leave this session with practical skills to help you help others – and yourself—change how you design programs with their success in mind.

Nancy Bacon
Founder, Nancy Bacon Consulting

Nancy Bacon creates learning programs that help nonprofit people—no matter their role or prior experience—successfully serve their organizations and communities. She designed and delivered countless times a core curriculum on nonprofit finance and law in Washington State. Nancy is a teacher, instructional designer, and learning strategist known for creating nonprofit learning experiences that move people to action. A former teacher who served nonprofits as Executive Director, program director, board member, and volunteer, she has made a career of creating and leading learning programs, including one that won the Golden Apple Award. She has trained thousands of people speaking on learning and leadership. Her books and blogs cover topics at the intersection of learning and nonprofits.


Ethics for the Association Professional


In an era of increasing distrust in societal structures, ethics is becoming more and more important for associations and the professionals who run them. This session will provide an introductory overview of ethics for the association professional. In this session, attendees will recognize the difference between ethical, legal, and moral issues. Three examples of ethical challenges in association management will be reviewed. Finally, attendees will learn at least 3 strategies for managing ethical issues. This session is intended to meet the one hour ethics requirement for association professionals seeking or renewing their CAE.

Nabil El-Ghoroury, PhD, CAE
Visionary Association CEO and Collaborative Leader

Nabil El-Ghoroury, PhD, CAE, recently completed four years as the Executive Director of the California Association of Marriage and Family Therapists (CAMFT). He earned his PhD in clinical psychology at Binghamton University. Prior to CAMFT, he directed the graduate student office at the American Psychological Association.Nabil was recognized as an emerging association leader by the American Society of Association Executives (ASAE) when he was invited into the Diversity Executive Leadership Program (DELP; 2016-2018 cohort). In 2018 he earned the CAE credential. He recently completed a term as Co-Chair of the CalSAE DEI Task Force and one year as Chair of the ASAE Ethics Committee. Nabil is currently serving on the ASE Board of Directors. Nabil has spoken at a number of ASAE and other association events. His topics of expertise include self-care for the CEO, ethics in association management, and innovative strategies with chapters/components. He is bilingual (English/Spanish) and has spoken on five continents.


Membership Recruitment & Communications Strategies


In this collaborative and facilitated discussion, you will explore the ever-evolving world of membership recruitment and what new communications strategies associations can implement to reach members in an engaging manner. Come together to identify challenges, exchange ideas, and discover new solutions to attract a more inclusive and representative membership. You are encouraged to join this session ready to engage in conversation and share your experiences, insights and ideas to build relationships with members, communicate more efficiently and support your organization's overall reach.

Laurel Nava
Director, Education & Partnership, CITE (California IT in Education)

Laurel Nava serves CITE as Director of Education & Partnerships. In this role, she oversees all education programs, including the flagship Chief Technology Officer (CTO) Mentor Program. Additionally, Laurel is responsible for the Annual Conference and all other events, along with advocacy efforts and sponsor partnerships. Previously, Laurel served as a Program Associate for the California Comprehensive Center at the nonprofit organization WestEd, where she provided the California Department of Education (CDE), State Board of Education (SBE), and local educational agencies with professional development, process improvement/implementation, and evaluation services.