Governance Training
Registration is closed
Specially designed for your Board of Directors
Participate in six, one-hour sessions, all occurring on Wednesdays at 11:00 AM.
LeadingAge PA's virtual, six-part governance training series offers an in-depth exploration of essential governance principles crucial for both leaders and board members. This engaging series delves into key concepts with comprehensive coverage, ensuring participants gain a thorough understanding and practical application
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Throughout the sessions, experts will discuss effective strategies to bolster boards in implementing robust governance practices. From navigating merger, acquisition, and affiliation strategies to enhancing capital planning, participants will uncover ways to fortify their organizations' foundations.
The series will also highlight the board's pivotal role in strategic planning, emphasizing its significance in aligning organizational direction with industry trends. Discussions will also encompass workforce and succession planning, vital for organizational continuity and growth.
In addition, the series will explore the integration of innovation and technology into governance frameworks.
Don't miss out on this interactive training experience! Connect with fellow board members, exchange best practices, and elevate your governance expertise.
Did you participate last year? No problem - all of 2024's sessions are unique to this year's training.
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PRICE
- Full registration – Member Community (for all six sessions): $215
- Full registration – Non-Member Community (for all six sessions): $485
Registration is by community, not individual. A link will be provided to each of the board members you invite to attend the morning of the training.
Training
DAY 1: July 24
Diane Diane Burfeindt, Trilogy and Tommy Brewer, Ziegler
Merger, Acquisition and Affiliation Strategy
This kick-off session to the governance series will focus on current issues boards are dealing with and effective methods for bringing critical issues of growth, sustainability and partnership to the forefront and aligning direction. In this session, we’ll discuss how board and leadership conversations and processes are evolving to help move organizational strategies forward; how partnerships and affiliations are shaping the future of senior living; and how board and leadership can work together to ensure the long-term success of the organization.
Training
DAY 2: July 31
Jane Mack, President and CEO of Friends Services
Board Governance and Engagement
A Board that understands and engages in its work is a necessity in today’s rapidly changing environment. This program will provide:
An overview a governing board’s responsibilities of oversight, insight, and foresight.
A high-level review of structures and practices that promote board engagement;
Provide tools for supporting the engagement of board members in critical discussions.
Training
DAY 3: August 7
Jennifer Schwalm and Beverly Asper, Baker Tilly
Board’s Role in Strategic Planning
This session will focus on the Board's role in strategic planning. We will cover the latest approach to strategic planning including development of a strategic framework for effective management of the strategic plan and related communications. Learn the intersection of master planning and strategic planning, and how to incorporate both of these aspects into your organization's future planning process.
Training
DAY 4: August 14
Mary Jo Medura, Fulton Bank and Chad Himel, Ziegler
Capital Planning
Not for Profit Senior Living providers enjoy access to capital across multiple markets, including the commercial banking and tax-exempt bond markets. While each has its pros and cons, it is important to understand the differences in how the two markets differ in their evaluation of financial feasibility. In this session, we will discuss how banks and bond underwriters evaluate financial feasibility and size project financings.
Training
DAY 5: August 21
Alisa Miller, Kairos Health Systems
Workforce and Succession Planning
Your CEO is leaving… someday. How should your Board prepare for a CEO transition?
Boards need to prepare well in advance of a CEO transition. A succession plan allows for smooth transition of leadership, maintains organizational stability, and ensures the mission of the organization continues effectively. This governance session will include the critical on-going work of a Board that supports future transitions. Answers the question, “What is a succession plan and what is it not”? The session will provide the steps a board should take in preparing for their most important work.
Training
DAY 6: August 28
Hartman Advisors
IT Governance in Senior Living: Essential Insights for Forward-Thinking Leaders
In today’s fast-paced world, technology plays a pivotal role in ensuring senior services organizations remain competitive, secure, efficient, and responsive to ever-evolving resident, staff and board demands. For leaders navigating this landscape, it is abundantly clear that technology is not a one-size-fits-all solution. To make effective technology choices that deliver the best return on impact, organizations need a strategic approach to aligning available resources with business goals, objectives, growth, and priorities. This is where IT governance comes into play, acting as a roadmap, guiding decision-makers through the complexities of prioritizing and then managing multiple ongoing projects. This session will review how a senior services organization can develop the governance framework to evaluate and prioritize IT initiatives, ensuring that they are well-defined, well-structured, and well-managed, leading to more successful adoption and outcomes.
All education and training programs are provided by the LeadingAge PA Foundation.