CWLA Leadership Development Institute

Executive Leadership Retreat (September 12-14, 2012 - Gettysburg, PA)

"Leading In The Future By Learning From The Past"

omWith shrinking budgets, new financing models, and changing regulations, child welfare executives are facing unprecedented challenges. But to effectively tackle the challenges of today, we need to look at leadership lessons from the past...

This annual event, hosted by OPEN MINDS, is the only executive meeting that examines the current industry challenges through a historical lens. CWLA Leadership Development Institute attendees will have the opportunity to learn leadership from the experts by exploring timeless lessons from the Battle of Gettysburg.

This three-day retreat features unique case studies on the military leaders that shaped the Battle of Gettysburg, including an analysis of Colonel Joshua Chamberlain’s leadership style as he defended the Union’s position on Little Round Top and a study of General Robert E. Lee’s strategic decision making process during Pickett’s Charge. These case studies, presented in an engaging, interactive format, include Battlefield tours narrated by actual Gettysburg Battlefield Guides.

Just as the generals of Gettysburg determined the fate of the battle, the leaders in our field will determine the fate of our child welfare system and their organization's place within the market...

Preliminary Agenda

September 12, 2012: Roundtable Discussions & Member Workshops

9:00 am – 9:30 am
Welcome Remarks
Faculty: Christine James-Brown, President & CEO, Child Welfare League of America; Monica E. Oss, Chief Executive Officer, OPEN MINDS

As Christine and Monica welcome you to the event they will set the stage for the day's discussions with a brief overview on the state of child welfare.

9:30 am – 10:00 am
Tour The Leadership Institute Website
Faculty: Tim Snyder, Vice President, Marketing, OPEN MINDS
Jennifer Koropsak, Research Analyst, OPEN MINDS

In this brief review Tim will answer any questions you have on the exclusive website your membership provides. He will show you what the site has to offer and how it can be used to get the most from your membership.

10:15 am – 11:45 am
Positioning For Success: Programming And New Agency Roles In The Child Welfare Marketplace
Faculty: Christine James-Brown, President & CEO, Child Welfare League of America; Howard Shiffman, Senior Associate, OPEN MINDS

We have never been in a more competitive marketplace and payers are interested in outcomes oriented, evidence based programming. Funding is being prioritized for specific types of services and new roles are emerging for agencies providing services. In this session we will present several programs that are in demand and can help your organization to better position itself to compete. We will discuss:

• Trauma-Informed Care & Trauma Specific Treatment
• Co-Occurring Disorders
• Transitioning Services
• Comprehensive Residential Family Treatment (RFT)

11:45 am – 1:15 pm: Lunch On Your Own

1:15 pm – 2:45 pm
Major Challenges CEOs Are Facing With Their Financial Situations (Round Table Discussion)
Faculty: Christine James-Brown, President & CEO, Child Welfare League of America; Howard Shiffman, Senior Associate, OPEN MINDS

CEOs are facing an extremely challenging economic environment and many are experiencing major financial losses. In this solution oriented session we will discuss:

• How to create a budget that works
• Why you should consider stretching your mission
• Ways to create new revenue streams
• Why niche programming can help your organization
• How far to cut expenses and how to make smart expenditures
• Techniques to afford new technologies such as Electronic Health Record software
• Helping your leadership team to care about the organizational financial bottom-line
• Techniques for managing stress, both yours and your team's

3:00 pm – 4:30 pm
Understanding The Concept Of Return On Investment (ROI)
Faculty: Monica E. Oss, Chief Executive Officer, OPEN MINDS

In today’s fiscal environment organizations must justify to their boards, payers and philanthropic supporters the return on investment for specific areas or purchases, operations and programs. This workshop will discuss the following:

• Why is ROI important in today's fiscal environment
• How to calculate an ROI
• Practical examples on how you apply it to your service lines, marketing program and technology purchases

September 12, 2012 (Evening): Private Museum Viewing & Networking Reception

Starting at 6:00 pm
After the day's discussions, members will enjoy an after-hours viewing of the Gettysburg National Military Park Museum and Visitor’s Center. The museum will provide you with an introduction to the Battle of Gettysburg and help you to prepare for Thursday’s case study sessions. The museum book store/gift shop will also be open throughout the evening.

Courtesy of the museum and visitor’s center, an exclusive private viewing of the film A New Birth of Freedom will be given. The Gettysburg cyclorama painting will also be displayed during this time—providing a backdrop for the next two days of sessions.

To close out the first day's activities, OPEN MINDS and CWLA will host a networking reception where attendees can relax, enjoy refreshments, and network with colleagues from around the country.

September 13, 2012: Understanding Today's Challenges By Looking To The Past

7:30 am – 8:00 am: Networking Breakfast

Start the morning with a light breakfast and a chance to network with colleagues and faculty.

8:00 am – 8:30 am: Opening Session
The Challenges & Opportunities Facing Leaders In The Health & Human Service Field

Faculty: Monica E. Oss, Chief Executive Officer, OPEN MINDS

To grow and thrive in an ever-challenging business climate, an understanding of the market is a critical first step for leaders. Join Monica E. Oss, Chief Executive Officer of OPEN MINDS, as she kicks off the institute with an executive briefing on the challenges, opportunities, and innovations that are shaping the health care market.

8:30 am – 12:00 pm: Breakout Sessions

Using Transformational & Transactional Leadership Strategies: Chamberlain At Little Round Top
Faculty: John F. Talbot, Ph.D., Executive Vice President, OPEN MINDS; Terry Fox, Licensed Battlefield Guide

Colonel Joshua Lawrence Chamberlain and his 20th Maine regiment’s defense of Little Round Top is perhaps one of the most famous confrontations of the Battle of Gettysburg. This session will examine the leadership challenges facing Colonel Chamberlain at Little Round Top on day two of the Battle. We will utilize Colonel Chamberlain's own battlefield experience to examine transactional and transformational leadership styles and the varying roles that each style of leadership plays in any given situation.

Charter Bus to Little Round Top, Gettysburg National Military Park

From atop this famous hill, we will share Colonel Chamberlain's perspective as he looked over the battlefield and reflect upon the actions he took that ensured success for the Union army and gave him a revered place in history.

Positioning For Strategic Advantage: Buford & The High Ground
Faculty: Monica E. Oss, Chief Executive Officer, OPEN MINDS; Robert Prosperi, Licensed Battlefield Guide

General John Buford played a critical role in the first day of the battle of Gettysburg; his defense of the “high ground” set the stage for the Union’s eventual victory over the Confederate army. Through group discussion and a case study, this session explores how General Buford, when facing a superior force, was able to make quick decisions under pressure to allow Union troops the time to gain a foothold at strategically important positions. In his presentation, we will analyze General Buford’s anticipatory leadership style and the challenges of decision making under pressure.

Charter Bus to Little Round Top, Gettysburg National Military Park

The group will travel by charter bus to see the situation General Buford faced on the first day, and to understand how his actions and leadership saved the “high ground” for the Union army.

12:00 pm – 1:00 pm: Lunch Provided by OPEN MINDS

1:00 pm – 4:30 pm: Breakout Sessions

Strategic Decisionmaking In Times Of Crisis: Lee & Longstreet At Pickett’s Charge
Faculty: William Organek, Senior Associate, OPEN MINDS; Robert Prosperi, Licensed Battlefield Guide

Pickett’s Charge may be the most infamous incident at the Battle of Gettysburg. This session takes a close look at the roles of the leader and followers and their effect on a leader's decisions through a case study and group discussions. We will bring to life both General Robert E. Lee’s and General James Longstreet’s critical decision making styles as they led the South's valiant last stand at Gettysburg. Through this historical event, you will learn more about the distinctive styles of these leaders, their decision making process, and how their choices affected their organizations.

Charter Bus to the Site of Pickett’s Charge, Gettysburg National Military Park

We will travel by charter bus to retrace the steps of General Robert E. Lee and General James Longstreet as they made the decisions that would ultimately determine not only the outcome of the Battle of Gettysburg, but possibly the ultimate outcome of Civil War.

Leadership In Time Of Dissension: Lincoln & The Civil War
Faculty: Rejean Carlson, President, OPEN MINDS; Terry Fox, Licensed Battlefield Guide

In 1863, just four months after the Battle of Gettysburg, Abraham Lincoln delivered what has become one the most frequently quoted speeches in American history – In less than ten sentences, President Lincoln invoked the principles of human equality espoused by the Declaration of Independence, and used the Battle of Gettysburg as the context to create a vision for a unified nation and "a new birth of freedom” that would bring true equality to all of its citizens. Through this informative session, you will learn how President Lincoln used leadership and language to create a new vision and inspire the nation.

Charter Bus to the Gettysburg National Cemetery, Gettysburg National Military Park

We will first walk across the street to the home of David Wills who invited President Lincoln to say “a few appropriate remarks” in dedication of the soldier’s cemetery. We will then travel by charter bus to the Gettysburg National Cemetery to review the significance of Lincoln’s words.

4:30 pm – 5:00 pm: Leadership Roundtable Discussion

War is always fought with the newest technology, but also with the strategies and tactics of the past. In this end-of-day wrap-up we will review the key lessons learned from the military leaders in the Battle of Gettysburg and discuss how these lessons can help to shape your strategy to deal with the new realities of the health care market. Bob Prosperi, a Licensed Battlefield Guide at Gettysburg National Military Park, will field your questions and provide the context for using the information from the day's sessions within your own organization.

5:00 pm – 6:30 pm

OPEN MINDS Executive Networking Reception

Join your peers and colleagues for this end-of-day executive networking reception. Take this time to debrief, share your experiences, and make plans to further develop your professional network.

September 14, 2012: Leadership Lessons For Today & Beyond

7:30 am – 8:30 am
Executive Networking Breakfast Sponsored By Clark Hill, PLC

Start off the morning with a hot breakfast. Use this time to reconnect with colleagues and faculty and to discuss your experiences from the Battlefield.

8:30 am – 9:30 am
Enhance Your Leadership Style: Building Management Skills In A Chaotic Market

Faculty: John F. Talbot, Ph.D., Executive Vice President, OPEN MINDS

The leadership of Colonel Joshua Lawrence Chamberlain during the infamous conflict at Little Round Top has become legendary. His ability to utilize both transactional and transformational leadership to motivate and direct his troops earned him accolades from his peers during the battle’s immediate aftermath and from historians today. To navigate the difficulties of the current health and human services market, executives must also utilize different leadership styles to motivate and manage their employees. During this session, Dr. John Talbot will discuss what we can learn from Colonel Chamberlain and how you can build your own skills to become a stronger leader.

9:30 am – 10:30 am
Command Your Troops: Managing A Successful Team During Turbulent Times

Faculty: Rejean Carlson, President, OPEN MINDS

One of our most admired and often-quoted presidents, Abraham Lincoln, led our nation through one of its greatest crises with his decisive and inspirational leadership. With the health and human service industry in a state of turbulence, we can learn from this type of strong leadership and teambuilding. After reviewing Thursday’s session on Abraham Lincoln, Mr. Carlson will discuss how you can assemble and manage a successful team in the midst of the current market turmoil, and explore how we can apply the leadership philosophies of President Lincoln to today’s unprecedented leadership challenges.

10:30 am – 11:30 am
Looking Forward: Management & Strategic Decision-Making In Times Of Crisis

Faculty: William Organek, Senior Associate, OPEN MINDS

Pickett’s Charge is often held up as the beginning of the end of the Confederacy’s fight in the Civil War. Perhaps the greatest irony of this futile final stand at Gettysburg is that its failure was predicted by General James Longstreet, and that his objections went unheeded by General Robert E. Lee. Often as executives, we are faced with these types of decisions that will forever alter our organization’s path; and in these moments, it can be difficult to predict how our actions will impact the long-term future of our organizations. During this engaging discussion session, Mr. Organek will review best practices in strategic decision making and explore how today’s decisions will not only affect the day-to-day management of your organization, but also your long-term future.

11:30 am – 12:30 pm
Position For Success: Developing A Strategy For A Shifting Market

Faculty: Monica E. Oss, Chief Executive Officer OPEN MINDS

In a move that has now become legendary, General John Buford decided at the outset of the Battle of Gettysburg that in order for the Union to win, he needed to position his troops to hold the “high-ground” on the battlefield. Just as General Buford was able to look ahead and position his troops for success, leaders in health and human services must be able to look forward and strategically position their organization for what lies ahead. In this closing session, after reviewing Thursday’s case study on General Buford, Monica Oss will explore how the decisions of leaders in any context can shape the future—whether it is the future of a battle or the future of an organization.