Navigating Strategic Planning ~ January 13, 2022
This session will discuss the board’s role in Strategic Planning: what are the keys to ensuring a successful process and questions all boards should be asking in our new reality.
Reflect on the Board’s role with the changing landscape and to understand the survival mode of communities.
Discern what trends are happening of which Board Members should be aware – and how to navigate the strategic development process with an eye towards changes in the environment that might influence decisions and strategies.
How to insert reflection and resources for the Board to understand those changes on the horizon before the community jumps into strategic planning.
Melissa Andrews, President & CEO, LeadingAge Virginia, and Dana Wollschlager, Practice Leaders & Partner, Plante Moran Living Forward
Strategic Planning Hot Topics ~ January 27, 2022
This session will address important topics to incorporate into Strategic Planning such as leadership’s and Board’s roles in work force, living wages, future of nursing care, how culture drives operational outcomes, and technology categories that drive differentiation and add value.
Melissa Andrews, President & CEO, LeadingAge Virginia, and Greg Hensley, Senior VP, Plante Moran Living Forward
Governance Through Transitions ~ February 10, 2022
In this dynamic time of change for nonprofit organizations, leadership and governing boards must ready themselves for leadership and landscape changes that will impact their organizations. The fast pace of change dictates that boards and leadership have ongoing frank conversations about succession planning, partnerships, organizational structure, and how best to work together.
Understanding crucial Board conversations especially how a community responds to circumstances and relaying that a community’s structure will not always look the same.
Exploring what succession planning looks like, and how boards need to prepare and work with leadership changes.
Preparing new CEOs to understand what they need to know and how to work with Board Members from the outset.
Discussion on affiliations, acquisitions and mergers and how to get the Board comfortable with these opportunities.
Tom Bowden, VP, HJ Sims, and Greg Hensley, Senior VP, Plante Moran Living Forward
Cultivating Diversity in Nonprofit Board Rooms ~ February 24, 2022
Diversity of expertise, experience and perspective on nonprofit boards can strengthen an organization’s ability to make good decisions and to plan for the future. Strategic work – including transparency, culture, and curiosity – to achieve diversity, equity, and inclusion is a renewed priority for organizations seeking sustainability and improved overall performance. This session will focus on the deep, critical, and intentional work that boards can take to develop a more diverse, equitable, and inclusive board that reflects the community served.
strengthen organizations’ ability to make good decisions and plan for the future.
Explore the deep, critical, and intentional organizational work that must occur to develop more diverse, equitable and inclusive Boards that reflect the communities they served.
Understand the importance of language, transparency, culture and curiosity to nurture and build a healthy Board.
Mary Kemper, President & CEO, United Methodist Assn. of Health & Welfare Ministries, Boris Henderson, Chief Strategy Officer, Aldersgate Life Plan Services, and Melinda Jordan Payne, Retired
For more information, contact Karen Contrenchis, President, LeadingAge Gulf States, at firstname.lastname@example.org or 504.442.0483
Melissa Andrews, President & CEO, LeadingAge Virginia
Melissa Andrews joined the LeadingAge Virginia staff as President & CEO in 2016 after 14 years with LeadingAge (national). LeadingAge Virginia is an association of not-for-profit aging services providers, serving the entire continuum, expanding the world of possibilities for aging. Their vision of positive aging for each Virginian is one they seek to attain through advocacy, education, and establishing a leadership position within the Commonwealth.
Prior to joining the LeadingAge Virginia team, Melissa served as the Vice President, Board Development & Member Relations at LeadingAge (national), facilitating board development retreats and strategic planning processes around the country. Melissa continues to serve as a governance resource in her current role, facilitating leadership retreats/processes nationally focused on the role of the board, the relationship between board and staff leadership, strategic planning, mission/vision/values redevelopment and board structure, composition and practices.
Melissa is a frequent speaker at conferences, educational events and has been featured in media interviews about dementia and aging/older adult services issues.
Melissa was a class of 2010 LeadingAge Larry Minnix Leadership Academy fellow. In 2012, she received the BoardSource© Certificate of Nonprofit Board Education, and in 2013, Melissa received The Coalition for Leadership in Aging Services? Certified Aging Services Professional national certification.
Melissa holds a Bachelor of Arts degree in Art History from Boston College. She lives in Richmond, VA with her husband, daughter, stepchildren and French Bulldog. Her ?why?s? in life are her family and positively impacting the aging experience both in Virginia and across the nation.
Tom Bowden, Vice President, HJ Sims
Tom joined Sims in May of 2019 after seven years serving not-for-profit senior living organizations at BB&T Capital Markets (now Truist Securities). Tom oversees the development and growth of the Firm?s practice in the southeast, and approaches engagements with clients as an advocate. To date, Tom has financed over $2 billion for the development, acquisition, expansion and refinancing of Life Plan Communities.
Tom has spoken at numerous LeadingAge Conferences on a variety of topics from refinancing to moderate priced housing. Tom earned a B.S. in Accounting and Business Administration from Washington and Lee University where he was elected to the Honor Council and played on the Varsity Golf Team.
Boris Henderson, Chief Strategy Officer, Aldersgate Life Plan Service Inc.
Boris Henderson is a graduate of Davidson College and earned a Master of Business Administration degree from Wake Forest University in 2006. He is currently a doctorate student at the Hood Theological Seminary with a concentration in community advocacy and social justice.
Currently, Boris is the Chief Strategy Officer for Aldersgate Life Plan Service Inc. where he primarily focuses on growth initiatives, which include a master site plan (includes an affordable housing component). Previously, Boris was the Vice President of Commercial Real Estate Development and Special Projects at Charlotte-Mecklenburg Housing Partnership. His primary focus was mixed income housing, commercial development and economic development initiatives. Upon graduating from Davidson College, Boris held various real estate credit risk management and underwriting roles at Wells Fargo, Wachovia Corp. and Wachovia Securities, which spanned a 13-year period. Boris has a deep financial, real estate development (all product types), multifamily housing and economic development background.
Boris remains deeply involved within Charlotte and the broader community. He currently serves as a Johnston YMCA board member, he is a past chair of the board of Habitat for Humanity Charlotte Region, and he currently serves as a Board Director for Habitat for Humanity International.
Greg Hensley, Senior VP, Plante Moran Living Forward
As a relationship manager at Plante Moran Living Forward, Greg helps strategically position new and existing senior living communities as desirable homes for current and future residents. Greg offers more than 30 years of project design and construction experience, with the last 16 years working predominately on the owner?s side as an operations? executive in large senior living communities.
Greg?s expertise is in strategic repositioning. As an operations? executive, he has overseen operating budgets of more than $25 million per year while transforming campuses through repositioning plans. He has led dozens of master planning design charrettes to create an exciting new future for residents, staff, and visitors to senior living communities. He has overseen the development of more than $400 million in new construction and renovations in the last 30 years. He is especially talented at helping executive teams and boards effectively conceptualize the future of their community before spending resources on costly design and construction documents. He inspires administrators to understand how to lead an organization through change from both a design and an operational perspective.
Formerly, Greg worked with several large non-profit senior living providers in Ohio and served as a vice president of the 15th largest life plan community in the country. He also worked as a designer and project manager for a national leader in the design of senior living campuses across the country. Greg received his bachelor?s degree in architectural engineering from Oklahoma State University. He is a professional engineer in Virginia, Oklahoma, and Kansas; Certified Aging Services Professional (CASP); and Certified Executive for Assisted Living (Ohio CEAL®).
Mary Kemper, President & CEO, United Methodist Association of Health & Welfare Ministries
Mary has served as President and CEO of UMA since 2016, and brings more than 30 years of association management expertise to UMA. This national, faith-based association represents more than 70 organizations overseeing more than 300 campuses and programs serving seniors, children, youth, and families, persons with disabilities, Mary is passionately dedicated to UMA?s mission to promote, inspire recognize and empower excellence in human services ministries.
As part of that mission, she also oversees the EAGLE-accreditation program, which is the only faith-based accrediting body in the country. She enjoys cultivating networks, best practices and strategic alliances among UMA?s spirit-driven ministries to support their work to better the lives of people and communities.
Prior to serving UMA, Mary served as Director of Education at LeadingAge and worked with more than 100 national keynote speakers, developed key programming for two national conferences and lead the development of education programming for the LeadingAge PA Annual Conference. She was among only ten national participants of the 2016 LeadingAge Leadership Educator Program.
Melinda Jordan Payne
Melinda Jordan Payne is one-year into retirement as Director of Economic Development for the City of Salem, a job she held for 20 years. Prior to joining Salem, Ms. Payne served as interim director and an Economic Development Specialist for the City of Roanoke. For nearly 25 years she worked as a journalist, recruiting and training manager, customer service manager, circulation manager and single copy sales manager at The Roanoke Times. Ms. Payne's professional career also includes a stint at WDBJ-TV where she worked as a reporter and weekend anchor. Before joining the City of Roanoke, Ms. Payne operated her own consulting firm, MJP Consulting, which focused on customer service, team management, diversity, business writing, marketing, and other needs of those in the business arena.
Ms. Payne is a graduate of Hollins College, where she attended DEI Training at the Fetzer Institute in Kalamazoo, MI. She also served as a DEI trainer for the Virginia Press Association for many years.
A number of organizations throughout Southwest Virginia has recognized Ms. Payne for her contributions to the community. The honors include the YWCA of Roanoke Valley Woman of Achievement for her contributions in the field of government and politics; Gamma Alpha Chapter Fraternity as Citizen of the Year; the Southern Christian Leadership Conference (SCLC) Martin Luther King Drum Major for Justice; the Silver Beaver Award, the highest civilian honor awarded by the Boy Scouts. During 2001, she received the Military Patriotism Award for leading the charge to return the pledge of allegiance to the daily start of school in Roanoke City. Ms. Payne served as Campaign Chair of the United Way of Roanoke Valley, being the first and only African American to hold that position. Her year in that post also marked a record level of giving as the United Way raised the most money in its history, a esteem honor she still holds. Next year, Ms. Payne will become chair of the United Way board. She has been recognized twice as a distinguished president of the Salem Kiwanis Club. She is a founding member of Literacy Volunteers of Roanoke Valley. Her community involvement is extensive. She is a past chair of the Roanoke City School Board, having served on that board for nine years. She currently serves as an active member of the boards of Harrison Museum of African American Culture, Health Focus of Southwest Virginia, Freedom First Credit Union, Richfield Retirement Community, Botetourt County Wide League, the Altruist Club of Roanoke, and several others. She serves as the clerk at her church, Blue Ridge Baptist in Botetourt County.
Ms. Payne is the proud mother of Jamie, who is in charge of Fedstar Federal Credit Union, now InFirst in the Salem/Roanoke Valley, and son-in-law Raysean Priest, a lieutenant in the Roanoke City Fire Department. She has two grandchildren, Olivia, eight, and Sean Jaxson, five. She also has four siblings: Alvin Jordan, Merle King, Mary Jordan and Marsha Jordan Akers, all of whom live in the Roanoke Valley.
Dana Wollschlager, Practice Leader & Partner, Plante Moran Living Forward
As the national senior living development practice leader, Dana specializes in advising senior living owners and operators on development and operational best practices. This includes strategic planning, market feasibility, financial feasibility, regulatory compliance, project management, construction oversight, and operational efficiencies.
With more than 30 years? experience in the industry, Dana has overseen the development of more than half a billion in new construction including 2,400 units of senior housing and skilled nursing within the last 5 years. Her development projects have been comprised of a variety of senior communities in urban and rural settings, as well as significant campus expansions and remodeling projects. Her experience also includes green design and construction, congregational senior housing, hospital campus senior housing, nursing home campus repositioning, collegiate senior housing and complex remodeling projects. Prior to joining Plante Moran, Dana was a regional director of housing operations at Ecumen and later joined the new business development team. There she led the organization in the single largest expansion in the firm's history of both owned and managed senior housing communities as well as skilled nursing home repositioning projects.
Dana attended the University of Minnesota and is a certified occupancy manager, residential manager, and assisted housing manager.
Continuing Education Credits
This educational offering has been reviewed by the National Continuing Education Review Services (NCERS) of the National Association of Boards of Examiners of Long-Term Care Administrators (NAB) and approved for 6 clock hours and 6 participant hours. The approval number is: 20230112-6-A80843-DL. Issuing State: Virginia.
This program has been approved by LeadingAge Gulf States for 6.0 continuing education credit hours for ARCP Directors/Direct Care Staff.