CHHSM Annual Meeting 2010

Speakers and Highlights

Plenary Speakers

Keynote Speaker Kathryn Jo Lincoln
Kathryn Jo Lincoln is Chair of the Lincoln Institute of Land Policy, Cambridge, MA, a leading non-profit resource for key issues related to the international use, regulation, economics and taxation of land. Through high-quality education, research and demonstration projects, the Institute works to improve public dialogue and decisions about land policy. Ms. Lincoln's expertise includes marketing for both non-profit and for-profit corporations, asset allocation and program development. She has played a crucial role in the strategic direction of the Institute, has developed educational programs and worked extensively with impact measurement.

Ms. Lincoln is associated with her family's corporation, The Lincoln Electric Company, Cleveland, Ohio, a progressive, national leader in sustainability, and is a member of the Lincoln Electric Holdings Board of Directors. She is a Trustee of the Chautauqua Institution, a Director of the Chautauqua Foundation, and serves on the Board of the Lincoln Center for Applied Ethics at Arizona State University. She also is a member of the Board of the International Center for Land Policy Studies and Training in the Republic of China, which has honored her for her land policy work twice in the past four years.

Ms. Lincoln is a graduate of Hollins University and she received her MBA from the College of William and Mary. Her interests include singing professionally. She lives in Paradise Valley, Arizona, with her two children.

Riess Potterveld
Dr. Riess Potterveld began as the tenth president of Lancaster Theological Seminary and Professor of Religion on July 1, 2002. He is an ordained minister in the United Church of Christ and has standing in the Lancaster Association of the Penn Central Conference of the UCC.

Dr. Potterveld teaches courses in transformational leadership and the practical skills of ministry. He preaches and speaks widely throughout the Middle Atlantic region on issues of church and society and offers workshops on the interface between spirituality and art.

Under Dr. Potterveld's leadership, Lancaster has developed an ecology of theological education that offers learning opportunities to youth, lay leaders, congregations, newly ordained pastors, and seasoned pastors in addition to persons enrolled in regular degree programs. Over 2,500 persons from North Carolina to New York study in LTS' special programs each year.

Prior to LTS, Riess served for ten years as Vice President and Dean of Pacific School of Religion, a seminary of the United Church of Christ in Berkeley, California. He previously served as senior minister of The Congregational Church of Northridge, California for 18 years and was the co-founder and president of The Valley Shelter, a large multi-service shelter for homeless people in the San Fernando Valley for three years beginning in 1986.

Riess graduated from Trinity College in Hartford, Connecticut, where he earned a B.A. in religion. After being named a Booth Ferris Fellow by the Rockefeller Theological Foundation, he attended Yale University Divinity School. He holds a Master of Divinity degree from Yale, and M.A. and Ph.D. degrees from Claremont Graduate University in philosophy of religion.

Riess is married to Tara Potterveld, a sign language interpreter for the Deaf and sculptor and they share four adult sons.

Amy Hayman, Managing Director, Cain Brothers
Amy, who joined Cain Brothers in 1998, brings more than 20 years of corporate and investment banking experience to her clients. During her tenure as an investment banker in senior living, Amy has completed over 65 long-term care transactions totaling over $2.5 billion in par value. Amy has experience in the management, structuring, and financial analysis of a variety of senior living transactions, including enhanced and unenhanced issues, multi-facility system obligated group financings, bond tenders, advanced refundings, restructurings, repositionings, start-up and expansion project financings, as well as structuring interest rate swaps. Amy also has experience completing valuations of senior living providers and is active with mergers, acquisitions and sales within the senior living industry. Amy is a frequent speaker at health care conferences across the country. Amy is currently is a member of the Financial Advisory Panel for CARF/CCAC.

Before joining Cain Brothers, Amy served as Vice President at B.C. Ziegler and Company, specializing in senior living finance. Prior to that, Amy spent seven years in corporate banking.

Amy grew up in Madison, Wisconsin. She received a Bachelor of Business Administration degree from the University of Wisconsin, Madison.

Joe Mulligan, Managing Director, Cain Brothers
Joe Mulligan, managing director in Cain Brothers St. Louis office, joined Cain Brothers' Senior Health and Housing Group in 2008 and is located in the firm's Saint Louis office. Prior to joining the firm, Joe worked as an investment banker for A.G. Edwards & Sons, Inc. and Wachovia Securities, where he coordinated their senior living finance practice nationally. In addition to his banking and origination experience at A.G. Edwards, Joe sat on their Derivatives Committee and also helped establish that firm's underwriting criterion, bond marketing processes, and surveillance procedures for senior living financings nationally.

During his tenure as an investment banker, Joe has raised more than $2.5 billion in tax-exempt and taxable transactions for clients in 29 states. He has a diverse clientele that includes single-site CCRCs; multi-site CCRC systems; stand alone skilled nursing, assisted living, dementia and senior housing providers; mental health organizations; long-term acute care hospitals; rehabilitation hospitals; sub-acute care facilities; acute care hospitals; specialty hospitals; and human service providers.

Joe grew up in Saint Louis and received a BS and an MBA from Saint Louis University.

Concurrent Case Study Sessions

Thursday, March 4, 3:30 pm
Drawing on Riess Potterveld's Opening Plenary, leaders from two CHHSM members will share how their ministries have addressed stewardship and sustainability. What challenges have they faced and how have they responded? Have their efforts been successful, good for business, and vital to their mission?

Brooklawn Child and Family Services, Louisville, KY

• David Graves, President & CEO
• Greg Cardwell-Copenhefer, Vice President & CFO

Beatitudes Campus of Care, Phoenix, AZ

• Peggy Mullan, President & CEO
• Cammy Clevenger, Controller
• Tara Bethell, Director of Human Resources and Risk Management

Concurrent Sessions

Friday, March 5, 10 am
Our concurrent sessions will offer interactive workshop opportunities to explore specific topics related to the three dimensions of our sustaining stewardship theme: people, money and God's creation.

A. Inspiring Change with a Green Audit Lara Webster
What is an effective framework for a green audit? How can you assess areas that need improvement and devise strategies to create sustainability? How can a green audit inspire change and commitment to sustainability?

Lara Webster is Sustainability Manager at Pilgrim Manor in Grand Rapids, which was the first long-term care facility in the state to receive the Clean Corporate Citizen designation from the Michigan Department of Environmental Quality. Lara received her BS in Sustainable Business from Aquinas College and regularly presents on topics of sustainability, including recently at the Health Care Association of Michigan. She is a LEED-AP, a certification associated with the green building movement.

B. Using the Energy of the Room Daniel Pryfogle
How do you facilitate successful and inspiring meetings? By tapping the energy already present in the room - sustainable human resources of memory, passion and insight. Participants will learn practices that make meetings effective and energizing.

Daniel Pryfogle is CHHSM's Director of Consulting Services and principle of The Signal Hill Company, a leadership and communications consultancy.

Friday, March 5, 3:15 pm

C. Sustaining a Spirit-Filled Work Force Allan Kramer-Moyer
What is the value of nurturing a workplace ethos that values respect and compassion for employees and volunteers and how can it be created? Come explore new approaches to addressing staff morale, "faith in action" initiatives, leadership development and culture change. Participants will also be invited to share innovative programs in their own ministries.

Allan Kramer-Moyer has served as Vice President for Pastoral Care Services at Phoebe Ministries in Allentown, PA since 1996. Allan received the Julius W. Varwig Award from UCC Professional Chaplains and Counselors and CHHSM in 2005.

D. More Money for Mission Mike Readinger & Guests
CHHSM's Business Services can save money, increase your bottom line and uncover additional resources to enhance and expand your ministry. At this session, you'll hear success stories from current customers, talk with representatives from UCC partners and vendors, and learn best practices that can help you make the most of benefit of CHHSM membership.

Mike Readinger is CHHSM's Vice President for Business Services. Guest leaders will include CHHSM Board members, representatives of UCC Partners and Business Services vendors.

Saturday, March 6, 9:15 am

E. Why Going Green is Better than Bingo Dan Peerless
Experience has shown that going green can fight climate change, save money and activate residents in retirement communities. Learn how to start a greening program and implement your ministry's sustainability programming to engage and empower your residents.

Dan Peerless is Associate Director of Gray Is Green - the National Senior Conservation Corps. He received his BA from Hanover College and a Master of Environmental Management degree from the Yale School of Forestry and Environmental Studies. He has worked with a variety of environmental non-profits, including The Nature Conservancy, at the local, national and international levels.

F. Making Diversity and Inclusion a Long and Fulfilling Journey Claude Robinson and Zack Schrantz
Embracing and integrating diversity and inclusion is vital to serving children and families, but is a priority that too often gets neglected or avoided. Learn more about one organization's journey toward diversity with clients, employees, leadership and external constituents, and about how spiritual formation can support success and inclusion.

Claude Robinson is executive vice president of external affairs and diversity at UCAN, a progressive child welfare agency that heals trauma, educates families and prevents violence for more than 12,000 youth each year. He holds a B.A. in psychology from the University of Wisconsin at Whitewater and was co-captain of the school's 1989-1990 NCAA Division III men's basketball championship team. He also holds an M.S. in Counseling from Chicago State University.

Zack Schrantz is executive vice president and chief operating officer at UCAN. He has been with the agency since 1990, serving as a caseworker, controller, vice president of finance and operations and chief financial officer before being promoted to his current post in 2005. Zack holds a B.A. in economics and computer applications from the University of Notre Dame and an M.S. in social work from the University of Illinois at Chicago.

Mayor Heartwell's Welcome Reception
Prior to Thursday evening's Keynote Dinner, the Rev. George Heartwell, Mayor of Grand Rapids and CEO & President of Pilgrim Manor Retirement Community, will host a reception. Plan to attend Mayor Heartwell's welcome to "the Grand City of Michigan's West Coast."

A Grand Night in Grand Rapids
On Friday evening, Annual Meeting participants will be able to enjoy the varied and enjoyable night life of beautiful downtown Grand Rapids. You can organize a group and dine with colleagues at one of the many restaurants within walking distance of the hotel: learn about restaurants and make reservations in advance here.

Service of Worship and Consecration
CHHSM's congregation will worship together on Saturday morning at Park Congregational UCC in downtown Grand Rapids. Dr. Riess Potterveld, President of Lancaster Theological Seminary, will preach, and 11 members of the 2010 Class of Diakonal Ministers will be consecrated. Following worship, we'll celebrate the Diakonal Ministry program and greet the newly consecrated leaders at a luncheon at the church.

Site Visits
Site visits will take place on Saturday afternoon.

Pilgrim Manor, the only UCC-related long-term care community in Western Michigan was founded in 1963. It began as a retirement home and has evolved into a residential long-term care and skilled nursing community. Pilgrim Manor's resident-centered program and staff provide quality care and service that is creative and flexible to meet and meets the changing needs of the senior community. Pilgrim Manor residents are accepting and tolerant, quick to embrace diversity, affirming and eager to learn from the experiences and traditions of one another.

Porter Hills was founded in 1970 by Presbyterians to provide the aging with a continuum of high quality living environments and services in a caring, Christian atmosphere. In 2009, Porter Hills opened two LEED-certified Green House homes, each of which can accommodate 10 residents. Designed to de-institutionalize long-term care by eliminating large nursing facilities and creating warmer, social settings that are truly homes, the Green House model alters facility size, interior design, staffing patterns and methods of delivering skilled professional care.

Buses to the site visits will depart from First Park Congregational UCC at 1:15 p.m. on Saturday, March 6. Bus 1 will go to Porter Hills. Buses 2 and 3 will go to Pilgrim Manor. Space on each bus is limited; for safety, all riders must be seated. Buses will return to the JW Marriott by 3:30 p.m.