Nonprofit Leadership Summit
The People Who Power Our Nonprofits: Cultivating Your Talent– Board, Staff, and Volunteers

 October 18 |  Case Western Reserve Tinkham Veale University Center
8:00 AM to 12:00 PM

Strategies and approaches for attracting, retaining, and engaging our most valuable assets: PEOPLE

Over the past 2+ years, it’s been our people- staff, board, and volunteers – who have helped our nonprofits survive. But at what cost? Burnout, turnover, lack of clarity in our work, the war for talent. For our organizations to come through and thrive, we need clear strategies and approaches for attracting, retaining, and engaging our most valuable assets. Join us for a ½ day of learning focused on how we can support the people that power our nonprofits.

 

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Registration is $50 for BVU members and $100 for nonmembers.

The business disruptions in 2020 gave us many opportunities to find the good – even in the most difficult of circumstances. Although it sometimes doesn’t feel like it, many “gifts” resulted from the pandemic. The challenge is to look for and find the good.

In this fun and engaging keynote, you’ll see the difference that having a gratitude strategy – or Grategy – can make for you as a leader. Using research, anecdotes, personal stories, and experiences, Lisa gives you simple tools to create a culture of appreciation in your workplace to keep your best employees from becoming someone else’s. In the process, you’ll also give yourself the gift of self-care today for a better tomorrow.

By attending this program, you will:

·        Discover how gratitude changes your perspective and strategies that “rewire” your brain for a more positive outlook on life. 

·        Realize the health benefits of gratitude and learn how to activate them for a stronger heart, a more robust immune system, and sounder sleep. 

·        You’ll understand how gratitude improves relationships – at home and in the workplace. You’ll learn real-world ideas that you can use immediately to connect with and engage your team.

You will leave this program with specific ideas that produce dramatic and positive results in your health, wealth, and happiness.

Presenter: Lisa Ryan, Grategy

Lisa Ryan has more than 20 years of experience in marketing, training, and sales. She has worked in a variety of industries, including manufacturing, healthcare, and executive recruiting. She is President and Founder of Grategy®, a Cleveland based firm specializing in employee engagement, retention, and recognition using gratitude strategies (Grategies) for personal and professional development.

Lisa’s work experience and research in employee engagement and cultural transformation give her a unique perspective for retaining top talent. An active member of The National Speakers Association, Lisa has been featured in Speaker Magazine as an expert advisor, writes articles for several newsletters and online publications, and speaks regularly for several colleges and universities.

 

Local trends, policies, and practices to attract and retain your staff

Now more than ever employers need to focus on making their organization a great place to work! What’s important to employees continues to evolve, and employers need to stay abreast of the trends. Join us as we share creative solutions and practical initiatives for making your workplace culture more appealing. We will share insights regarding what has become ‘table stakes’ as well as ideas for how to set your organization apart. We will cover a range of categories including policies, onboarding, employee well-being, development and growth, and much more. We will also look at survey data around what top performers want and unique value propositions for engaging and retaining your top talent.

Featuring:

Susan Pyles, Vice President, Professional Development at ERC

An award-winning human resource leader, Susan is ERC’s Vice President of Professional Development. In her role, she oversees delivery of all client service solutions. Susan brings more than 20 years of achievements in talent management and assessment, performance management, employee experience, HR analytics, leadership development, coaching, and workforce planning. She has leadership experience in many industries, including manufacturing, retail, financial services, health care, and academia.

Previously, as Director, Global Talent Management & HR Business Partner at MTD Products, a worldwide leader in outdoor power equipment, Susan was responsible for talent acquisition, planning, and development, HR analytics, and employee engagement. In addition, she served as HR Business Partner for several C-suite executives. Susan led a variety of global initiatives at MTD, including an annual talent review, coaching and succession planning for senior leadership, implementation of a leadership competency model and 360 assessment, transformation of performance management, the configuration of a suite of talent modules in Workday, and the launch of an online learning solution.

Prior to MTD, Susan was Manager, Talent Development at Invacare, a global leader in the manufacture and distribution of home and long-term care medical products. There, she led and facilitated the annual, global talent review process. Susan also built a talent scorecard, implemented a talent management cycle, and redesigned the individual development plan model and process.

A familiar face to the ERC family, Susan served as an ERC Practice Leader & Senior Consultant prior to Invacare. In this role, she led a variety of initiatives for ERC clients and members, including performance management and career development systems, selection processes and tools, leadership development and executive coaching programs, talent assessments, and organizational design and strategic planning projects.

Before originally joining ERC, Susan spent a decade in the nationally acclaimed learning and performance department of Ohio Savings/AmTrust Bank, ultimately leading the department as Vice President. Under her leadership, Ohio Savings was a multi-year recipient of ERC’s NorthCoast 99 Award and Training magazine’s Top 100 Award.

Susan holds a Master of Arts degree in communication studies from Kent State University and a Bachelor of Business Management degree, with a minor in communications, from Ohio University. She is a member of the Society for Human Resource Management (SHRM) and carries nearly a dozen certifications, including:

• Myers–Briggs Type Indicator® (MBTI®): Step I™ & Step II™

• DiSC

• Registered Corporate Coach (Worldwide Association of Business Coaches)

• 360 Leadership Assessment (Zenger Folkman)

• Emotional and Social Competency Inventory (The Hay Group)

• Predictive Index

• Crucial Conversations (Vital Smarts)

Susan achieves balance in her life by prioritizing family time with her husband and son, and following a weekly yoga practice.

 

Real-world examples from your peers

Panelist:

 

Kelly Keefe, SHRM-SCP
President
ERC

An award-winning business leader and human resource professional, Kelly is the first female president in ERC’s 101-year history.

A pioneer in making a flexible work arrangement a success, Kelly knows that great workplaces value both results and people. Under her leadership, ERC has helped organizations locally and nationally shift the paradigm and become more people-centric.

Since joining ERC in 2004, Kelly has been a member of ERC’s management team. She has led multiple departments, and she has held various leadership roles, including Director, Training and Events; Director, Training Services; and Vice President, Training, Consulting & Coaching Services. In 2018, after nearly 15 years in leadership positions, Kelly was selected president by ERC’s Board of Directors.

Kelly reports to ERC’s Board and takes an active role in recruiting and selecting Board members. Together, they meet quarterly to ensure our business objectives are achieved. In partnership with both the Board and ERC’s management team, Kelly leads the strategic direction of the organization and oversees all operations, including financials, business development, performance, compliance, policies, staffing, employee compensation and benefits, technology, and more. Kelly also guides ERC’s leadership team and meets regularly with practice leaders to ensure that organizational initiatives and decisions are sound and consistent with ERC’s mission and values.

Keeping a constant pulse on our clients’ needs and industry trends, Kelly sets the vision and overall strategy for all business lines in ERC and ERC Services Inc., including training, HR consulting and support, coaching and assessments, and research services. She oversees ERChealth, an Ohio health insurance program for midsize employers, and NorthCoast 99, our annual recognition program and event that honors 99 great Northeast Ohio workplaces for top talent.

Through the NorthCoast 99 program, Kelly and her team are making a major impact on the Northeast Ohio economy by assisting regional employers in attracting, developing, and retaining high-performing individuals. Kelly manages the NorthCoast 99 program from conception to execution. She creates and communicates the vision, builds sponsorships, and implements best practices. She also serves as the master of ceremonies at the event which attracts over 900 guests each year.

By initiating innovative business opportunities and developing strategic partnerships, Kelly drives ERC’s growth. In her 17-year tenure with the company, she is credited with expanding ERC’s Training Services into a national practice and modifying our Supervisory Training Series curriculum.

A relational and heart-centered leader, Kelly believes that people are an organization’s most valuable asset, and each person needs the right tools and training to be successful. She lives out this belief daily by providing our staff with coaching, counseling, and skill assessment.

An active volunteer and philanthropist, Kelly is heavily involved in various nonprofit organizations, committees, and community programs. She volunteers for Meals on Wheels, is a mentor for College Now, and sits on the Board of Make-a-Wish. Previously, she served on the Board of Directors for Notre Dame-Cathedral Latin School (NDCL), and she was a founding member of the NDCL Alumni Association. Kelly also volunteered as president of the Parent Teacher Organization at St. Paschal Baylon School, and she was a member of their Strategic Planning Committee. Kelly is a graduate of the 2020 Leadership Cleveland program.

Kelly holds a bachelor’s degree in communications from the University of Dayton. She is a Senior Certified Professional by the Society for Human Resource Management (SHRM-SCP).

 

 

Jazmin Long, MSSA, MNO
President and Chief Executive Officer
Birthing Beautiful Communities

Jazmin Long is a dedicated and passionate young community leader with a proven track record of developing strategic relationships and leading teams to produce great outcomes that drive community impact. As President and Chief Executive Officer of Birthing Beautiful Communities (BBC), Jazmin is focused on achieving positive birth outcomes for Black families that are in stark contrast to the racial disparities in maternal and infant health that exist throughout Cuyahoga County. For more than a decade, Cuyahoga County has had some of the worst infant mortality rates in the nation. Jazmin seeks to change that.

 

At BBC, Jazmin leads a team of nearly 50 Perinatal Support Doulas dedicated to transforming the lives of expectant and new mothers through the perinatal period, labor and delivery, and into postpartum by providing social support through culture, education, advocacy, support, and engagement. Jazmin believes that if our babies and mothers aren’t doing well, our communities aren’t doing well, and these beliefs drive her leadership and vision. Recognizing that many poor birth outcomes are 20 percent clinical and 80 percent social, Jazmin has been instrumental in developing strategic partnerships and programs to reduce the internalized stresses caused by problems with employment, housing and education.

 

As Northeast Ohio’s only Black Doula agency, BBC has grown in the last few years to serve more than 500 mothers and families with life-changing and life-saving support to ensure that mothers and their babies not only survive but thrive.

 

Jazmin’s passions are fueled by her lived experiences, and under her leadership BBC has secured more than $3.5M in funding; partnered with three Managed Care Organizations to provide reimbursement for doula services; brought Our Wellness Network under the BBC umbrella; added a second location to service Summit County, a county stricken with high infant mortality; and embarked upon a campaign to fund and build what will soon be Ohio’s only Black owned free-standing birth center.

 

Outside of BBC, Jazmin is very involved in supporting the philanthropic efforts of arts and civil service organizations throughout Greater Cleveland. Jazmin is President of the Board of Trustees at Near West Theatre and serves on the executive committee of First Year Cleveland and the African American Philanthropy Committee. She was also appointed by Cleveland Mayor Justin Bibb’s Transition Team to serve on the health task force. Jazmin has been recognized by the Cleveland NAACP as a Rising Leadership Award Honoree and Radio One Cleveland as a 2022 Future History Maker.

 

She was also a member of Cleveland Leadership Center’s Campus Cleveland Program (2013) and the Advanced Leadership Institute (2018). She has also participated in a number of panels and discussions on birth justice and women’s rights, and will soon be a keynote speaker at the City Club of Cleveland for an upcoming conversation about the state of women’s reproductive rights.

 

Jazmin earned Masters’ Degrees in Social Administration and Nonprofit Management from Case Western Reserve University’s Mandel School of Applied Social Sciences. She is also a graduate of Connecticut College. She recently became an adjunct professor at Case Western Reserve University.


Earl Pike
Executive Director
University Settlement

 


Dalithia Smith, MBA, SPHR, CCP, SHRM-SCP
Senior Vice President and Chief Human Resources Officer
Oatey Company

The Board’s Role in Talent Management

The board’s role in talent management with tangible take-aways including board assessments, succession planning, and volunteer appreciation with BVU experts Elizabeth Voudouris and Julie Clark.

Featuring:

Elizabeth Voudouris, President and CEO, BVU

Since 1993, Elizabeth has provided consulting, training and executive coaching services to hundreds of nonprofits. Her work focuses on strengthening the governance and management of nonprofit organizations, facilitating mergers and strategic plans. She provides governance and board leadership training to over 450 individuals annually. She serves on the Board of the Akron Zoological Park, the Cleveland Museum of Natural History, and the Greater Cleveland Partnership Equity and Inclusion Board of Advisors. She has a Bachelor of Arts in History from Trinity College in Hartford, Connecticut and a Master of Arts in History from Kent State University.

 

Julie Clark, Vice President, Nonprofit Engagement

Julie provides guidance and consulting to nonprofit board and staff in the areas of governance/board development, succession planning, strategic planning, and organizational capacity assessments. For more than 10 years, she led BVU’s board matching program, where she prepared, trained, and matched business professionals to nonprofit board opportunities. She serves as President of the Board of The Treehouse Ohio and as Secretary of the Board of South Suburban Montessori School. Julie holds a Bachelor of Arts in Communications from Baldwin-Wallace College and a Master of Arts in Communications Management from John Carroll University.

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