UMA ANNUAL MEETING EMPOWERED BY J Y€¦ · Lessons from an Affiliation E2 Create Team Alignment:...
Transcript of UMA ANNUAL MEETING EMPOWERED BY J Y€¦ · Lessons from an Affiliation E2 Create Team Alignment:...
J YEMPOWERED BY
S H E L L P O I N T R E T I R E M E N T C O M M U N I T Y • F O R T M Y E R S , F L
MAY 7–8, 2019
U M A A N N U A L M E E T I N G
3 UMA ANNUAL MEETING • MAY 7– 8, 2019E M P O W E R E D B Y J O Y
U M A A N N U A L S P O N S O R S
W E S L E Y L E V E L S P O N S O R
S O J O U R N E R T R U T H L E V E L S P O N S O R S
S P E C I A L T H A N K S T O O U R
John Wesley was the co-founder of Methodism. He was known for his tireless efforts and unselfish service to the poor and vulnerable people.
expenseconsulting
Sojourner Truth, an ex-slave, became a Methodist preacher who crusaded for abolition and women’s rights activist and the overall betterment of society.
4UMA ANNUAL MEETING • MAY 7– 8, 2019
E X C E L M E M B E R S
Excel members help accelerate the mission and goals of UMA and EAGLE with contributions of 15% or more above their basic dues.
A L D E R S G A T E L E V E L S P O N S O R
In 1738, John Wesley attended an evening prayer meeting on Aldersgate Street in London, where he experienced assurance of his salvation.
5 UMA ANNUAL MEETING • MAY 7– 8, 2019E M P O W E R E D B Y J O Y
S C H E D U L E O F E V E N T S
7:00 a.m.
8:00 a.m.
9:00 a.m.
10:00 a.m.
11:00 a.m.
12:00 p.m.
1:00 p.m.
2:00 p.m.
3:00 p.m.
4:00 p.m.
5:00 p.m.
6:00 p.m.
7:00 p.m.
8:00 p.m.
MONDAY • MAY 6 TUESDAY • MAY 7 WEDNESDAY • MAY 8 THURSDAY • MAY 9
7:00
a.m
.–5
p.m
. Re
gist
ratio
n O
pen
- Th
e Vi
llage
Chu
rch
7:30
a.m
.–3
p.m
. Re
gist
ratio
n-In
form
ario
n O
pen
- The
Clu
b
2:00
–5:0
0 p.
m.
Regi
stra
tion
Ope
n
7:00–8:00 a.m.
A CUP OF JOY
8:30–10:30 a.m.
OPENING GENERAL SESSION
Pillars of Joy featuring
10:15–11:45 a.m. Concurrent Ed Sessions
(D) x 3
12:15– 1:15 p.m. Lunch
1:30 -2:30 p.m.
2:45–4:15 p.m. Concurrent Ed Sessions
(C) x 3
1:15–2:15 p.m. Concurrent Ed Sessions
(E) x 3
8:30–10:00 a.m. CLOSING
8:00 a.m.–Noon EAGLE
Peer Reviewer Training
1:30–4:30 p.m. Board Meeting
Caloosa B, Marriott
7:00–8:00 a.m. Peer Networking
Breakfast
11 a.m.–12:30 p.m. Shell Point
Tour 1
5:00–6:30 p.m. Meet ‘n Mingle
3:00–4:00 p.m.
Shell Point Tour 2
10:45 a.m.–12:15 p.m.Concurrent Ed Sessions
(A) x 3
5:00–6:30 p.m. Reception
CELEBRATION OF EXCELLENCE
DINNER ON YOUR OWN
10:45 a.m. - Shuttle Pickup at Marriott for Tour 1
Doug Abrams
Concurrent Ed Sessions (B) x 3
GENERAL SESSION
Joy Stories featuring Jack York
12:00–1:00 p.m. Lunch
Peer Reviewer Recognition
2:30–4:00 p.m. Concurrent Ed Sessions
(F) x 3
4:15–5:30 p.m. Shell Point Tour 3
SHELL POINT -THE VILLAGE CHURCH
MARRIOTT - CALOOSA
SHELL POINT - THE CLUB
MARRIOTT - CALOOSAIOTT
MARRIOTT - CALOOSA
MARRIOTT - AZALEA ROOM
MARRIOTT - GARDENS BALLROOM
6UMA ANNUAL MEETING • MAY 7– 8, 2019
GENERAL SESSION KEYNOTE SPEAKER
T u e s d a y M a y 7 • 8 : 3 0 – 1 0 : 3 0 a . m .
D O U G L A S C . A B R A M SCo-author, The Book of Joy
Pillars of JoyCourageously, UMA members encounter tremendous obstacles to
joy each day including stress, fear, grief, illness and even death. You
serve children, youth, families and seniors and our country’s most
vulnerable populations with compassion and dedication. In this
keynote presentation, we hope your life and work will be inspired by
the wisdom of two global spiritual leaders.
Nobel Peace Prize Laureates His Holiness the
Dalai Lama and Archbishop Desmond Tutu have survived more than
50 years of exile and the violence of oppression. De-
spite their hardships, they are two of the most joyful
people in the world. In April 2015, Archbishop Tutu
traveled to the Dalai Lama’s home in Dharamsala,
India, to celebrate His Holiness’s 80th birthday.
Douglas Abrams shares their stories and
gifts in The Book of Joy: Lasting Happiness
in a Changing World, which he co-authored
with them. An author, editor, and literary
agent, Abrams is the founder and president
of Idea Architects, a book and media agency
that works with visionaries to create a wiser,
healthier, and more just world. He is also the
co-founder with Pam Omidyar and Desmond
Tutu of HumanJourney.com, which works to
share world-changing ideas. Listen as he
shares the eight pillars of lasting happiness.
Auditorium, The Village Church at Shell Point
JOYCAST SPONSORED BY:
7 UMA ANNUAL MEETING • MAY 7– 8, 2019E M P O W E R E D B Y J O Y
J Ystories
G E N E R A L S E S S I O N KEYNOTE SPEAKER
W e d n e s d a y M a y 8 • 8 : 3 0 – 1 0 : 0 0 a . m .
We are all change agents. A simple act of kindness can make a world of difference for a neighbor next door or a stranger across the globe. In 2015, Jack met Frances Njuakom of Cameroon, founder and executive director of Community Development Volunteers for Technical Assistance (CDVTA), at the Global Aging Network Conference in Perth, Australia. His simple donation ignited a friendship, an adventure-filled trip across the United States and remarkable stories of joy, goats and impact along the way.
Jack York is co-founder and president of It’s Never 2 Late (iN2L), a company dedicated to helping older adults use the power of technology. With a 15-year background in the Silicon Valley, he saw that conventional technology was too difficult for many seniors to use in a meaningful way. In 1999, Jack retired as Vice President of Strategic Sales for Vishay Intertechnology to start a successful gerontechnology company, which now serves over 2,500 communities and enhances the lives of thousands of older adults.
Now Jack is a man on a mission to help spread the words and deeds of real humanitarians that inspire, educate and motivate. Join us as he relates his stories and some of our UMA members during this entertaining presentation.
B a n q u e t D i n i n g R o o m , T h e C l u ba t S h e l l P o i n t
8UMA ANNUAL MEETING • MAY 7– 8, 2019
Below is an overview of our education program and related EAGLE principles.
A B C D E F
DATE Tuesday, May 7 - The Village Church Wednesday, May 8 - The Club
TIME10:45 a.m.– 12:15 p.m.
1:30 – 2:30 p.m.
2:45 – 4:15 p.m.
10:15 – 11:45 a.m.
1:15 – 2:15 p.m.
2:30 – 4:00 p.m.
CARE &
SERVICES
A1
When it Happens:
The Path to Recovery
and Spiritual Growth
B1
Heart for Service:
Connecting Your
Passion with Community
Needs
C1
Trauma- Informed
Spiritual Care for Children and Youth
D1
The Road to EAGLE
Accreditation - One
Organization’s Journey
E1
Exploring the Impact of a
Way Forward on UM
Ministries
F1
Deter and Detect Drug Diversion in Healthcare Facilities
LEADERSHIP &
WORKFORCE
A2 B2
Where Angels Fear to Tread - Leading aTurnaround
C2
Protect the Mission with
Strategic Succession
Planning
D2
Stronger Together:
Lessons from an Affiliation
E2
Create Team Alignment: Leadership
Lessons from the Trenches
F2
Fostering an Employee-Centered
Workplace
OPERATIONS &
FINANCIAL MANAGEMENT
A3
Operational and Financial Considerations for Campus
Repositioning
B3
Ransomware and
Crypto- jacking in
Healthcare – Risk,
Prevention and
Response
F3
Marketing Strategies
to Advance Excellence
MARKETING &
PHILANTHROPY
C3
Discovery into the
Senior Living Middle Market
D3
Create a Culture of
Philanthropy
E3
EDUCATION PROGRAM and EAGLE PATHWAYS
Chapel
Resilient Leadership:
Build Organizational
Strategy for the Future
Auditorium
Hospitality Room
Chapel Chapel
Auditorium Auditorium
Hospitality Room
Hospitality Room
Private Dining Room
Add Muscle to Your
Message: Use Data
to Tell Your Story
Private Dining Room
Banquet Dining Banquet Dining Banquet Dining
Fitness Room
Fitness Room
Fitness Room
Private Dining Room
Sponsored by
Sponsored by
9 UMA ANNUAL MEETING • MAY 7– 8, 2019E M P O W E R E D B Y J O Y
PRINCIPLE 1
Christian Mission and Church RelationshipThe mission of an EAGLE accredited organization is one of Christian mission and service. Furthermore, the organization is clearly connected to a Christian church or denomination.
PRINCIPLE 2
Clients Served Through Holistic CareAn EAGLE accredited organization has clearly defined the clients it will serve and recognizes, understands, and properly responds to the individual needs of those clients by providing holistic care that addresses their social, emotional, physical, spiritual, intellectual, vocational and environmental well-being.
PRINCIPLE 3
Community InvolvementAn EAGLE accredited organization, in addition to those whom it directly serves, purposefully con-tributes to, advocates for, educates, and provides others with various forms of support or assistance that serve needy and under-served individuals and families within its community.
PRINCIPLE 4
Governance and LeadershipThe governing body of an EAGLE accredited orga-nization is a responsible, informed, inclusive, and accountable body whose key roles are policy making and functioning as a fiduciary to protect the inter-ests of the organization and its key stakeholders. It ensures the organization has a strategy for achieving the long-range mission of the organization. It re-cruits and selects the chief executive officer. It has independence in review and audit functions, as well as a performance evaluation function that monitors the performance of the organization and the chief executive officer.
PRINCIPLE 5
Commitment to ExcellenceAn EAGLE accredited organization strives for service excellence through structured, on-going method-ologies for assuring and improving the quality of its programs, services, facilities, and leadership. It also has formal internal processes in place to assure ethical and legal behavior in the governance system, throughout the organization, and in its interactions with clients, other publics, and stakeholders.
P R I N C I P L E S
PRINCIPLE 6
Workforce ExcellenceAn EAGLE accredited organization engages, man-ages, and develops its workforce to ensure all staff members are qualified, well-oriented and trained to perform their functions efficiently, effectively, and safely in support of the organization’s mission. Its work environment promotes dignity, encourages and provides opportunities for professional and personal growth, conveys a Christian orientation, and empha-sizes ethical relationships and interactions.
PRINCIPLE 7
Physical Resources ManagementAn EAGLE accredited organization exercises envi-ronmentally responsible stewardship over its land, facilities, and equipment, while treating applicable governmental health and safety standards as the minimum above and beyond which the organization will operate.
PRINCIPLE 8
Financial Resources ManagementAn EAGLE accredited organization has a moral and spiritual obligation to exercise responsible steward-ship over its assets, liabilities, and risks.
PRINCIPLE 9
Information Management and SecurityAn EAGLE accredited organization recognizes it has a moral and spiritual obligation to diligently protect the privacy and confidentiality of client and staff data and information. It collects data and information nec-essary for the efficient and effective operation of the organization, and uses such information in order to improve organizational performance. Its information management and security practices are consistent with all applicable laws and regulations.
PRINCIPLE 10:
Markets and ClientsAn EAGLE accredited organization has an integrated marketing and public relations program that effec-tively positions it to respond to the needs of target markets, and furthers the operational and strategic goals of the organization.
10UMA ANNUAL MEETING • MAY 7– 8, 2019
Tuesday, May 7
10:45 a.m. – 12:15 p.m.
A1 When It Happens: The Path to Recovery and Spiritual Growth
• Recognize the challengesthat disaster, crisis or traumapresent for your clients, staffand families, especially uniqueindividuals served within yourministry.
• Understand why the recoveryphase of disaster presentstremendous opportunity forspiritual and emotional growth.
• Gain valuable tools andinterventions to provideemotional support to thosein your organization and thebroader community.
• Learn a transformationalmethod of seeing, thinkingand leading that helps leadersbetter navigate the hiddendynamics of an organization.
• Explore an approach toeveryday challenges that buildsresilience in leaders and theirteams.
1:30 p.m. – 2:30 p.m.
B1 Heart for Service: Connecting Your Passion with Community Needs
• Learn how to transform yourorganization through feedbackgarnered from the greatercommunity.
• Explore community partnershipideas that allow yourorganization to strengthencommunity impact.
• Discover how philanthropy canimprove community perceptionof your organizations andpreserve your nonprofit status.
• Hear how to lead with laserfocus despite competingproblems of an establishedorganization includingdysfunction, burnout,skepticism and limited financialresources.
• Learn about tools andstrategies one organizationused to grow 50% and re-establish itself within threeyears.
• Discuss the key conceptsof organizational culture toreset culture and commitmentaround a shared vision.
• Hear how Asbury Communitiesis using a resilient leadershipmodel to redefine aging, serveas an employer and providerof choice, and build financialstrength.
FACULTY: Doug Leidig, Chief Executive Officer; Sue DaCamara, Chief Operating Officer; Sandra Hegelein Lawson, Chief Strategic Alliances and Growth Officer; and Rob McMonagle, Senior Director Learning and Organizational Development, Asbury Communities, Frederick, MD; Doug Myers, President and CEO, The Asbury Foundation, Frederick, MD
A3 Operational and Financial Considerations for Campus Repositioning
• Evaluate key operating andfinancial considerations thatimpact the repositioningprocess.
• Review alternative financingstructures to maximize theefficiency of the financingduring repositioning.
• Hear case studies aboutoperations and finance lessonslearned from organizationsundergoing campusrepositioning projects.
E D U C A T I N P R O G R A M
“All worldly joys are less than that one joy of doing kindnesses.”
—John Wesley
FACULTY: David Mark Owens, Lead Chaplain, Otterbein Franklin SeniorLife Community, Franklin, INChapel, Shell Point A2 Resilient Leadership: Build Organizational Strategy for the Future
FACULTY: Nikki Rineer, President, Holleran Consulting, Wrightsville, PAChapel, Shell Point B2 Where Angels Fear to Tread – Leading a Turnaround
Auditorium, Shell Point
FACULTY: John Shadowens, President and CEO; Joe Bernard, Chief Financial Officer; and Michelle Moreno, Chief Operating Officer, Spero Family Services, Mount Vernon, ILAuditorium, Shell Point
FACULTY: Aaron Rulnick, Managing Principle, HJ Sims, Rockville, MD; Jeffrey Boland, Partner, Senior Living Services Consulting Group, RKL LLP; Steve Fetyko, Vice President and Chief Financial Officer, UMRC, Chelsea, MIHospitality Room, Shell Point
11 UMA ANNUAL MEETING • MAY 7– 8, 2019E M P O W E R E D B Y J O Y
B3 Ransomware and Crypto-jacking in Healthcare – Risk, Prevention and Response
• Recognize that ransomwareand crypto-jacking haveemerged as major threats tohealthcare.
• Hear case studies of recentattacks that have led tobusiness disruption, downtimeand financial losses.
• Identify strategies andtechniques for prevention,preparation and response tothreats.
• Discuss ways to apply trauma-informed principles to designeffective and meaningfulspiritual life activities.
• Share and explore resourcesfor developing spiritual lifeprogramming with children andyouth.
• Understand how a strongtrauma-informed culture ofself-care, compassion andkindness can contribute to staffwellness.
• Realize why an organization’sfiduciary commitment to protectand foster its faith-basedmission is becoming a greaterchallenge with current workforcedemographics and expectations.
• Gain tools and processesfor implementing successfulorganizational successionplanning among leadership,board and staff.
• Discover how an organization-wide sense of responsibility,accountability, and shared visionand commitment can serveas a catalyst for successfulsuccession planning.
FACULTY: Karen E. Lehman, President and CEO and Alisa Miller, Managing Director, MHS Consulting, Goshen, IN
C3 Discovery into the Senior Living Middle Market
• Hear how a market studylaunched Magnolia Manor’sefforts to expand and enhancetheir presence in the Columbussenior living middle market.
• Understand the relationshipbetween market needs, masterplanning and the business casemodel for success.
• Explore the lessons learnedand successful outcomes fromthis collaborative and multi-disciplinary process.
FACULTY: Mitchell S. Elliott, AIA, Principal, RDG Planning and Design, Omaha, NE; Mark Todd, President and CEO, Magnolia Manor, Americus, GA; Michael Starke, Managing Director, PMD Advisory Services, LLC, Hebron, KY; Tony Ewert, Principal, Aging Research Institute (ARI, Inc.), Lawrence, KS
E D U C A T I N P R O G R A M ( c o n t . )
C E C R E D I T H O U R SEducation Sessions 1.5 hours each (A, C, D, F)
1 hour each (B, E)
General Sessions 1 hour each (Tuesday and Wednesday mornings)
EAGLE Peer Reviewer Training 3 hours
Continuing Education credit for this event is pending approval by NAB and NASW.
#WeAreOurUMA
#W hyWeGather
#EmpoweredByJoy
FACULTY: Rev. Dr. Stacey E. Nickerson, Director of Church and Community Engagement, Board of Child Care, Baltimore, MDChapel, Shell Point
C2 Protect the Mission with Strategic Succession Planning
Auditorium, Shell Point
FACULTY: John DiMaggio, CEO, BlueOrange Compliance, Dublin, OHHospitality Room, Shell Point2:45 p.m – 4 :15 p.m.
C1 Trauma- Informed Spiritual Care for Children and Youth Hospitality Room, Shell Point
12UMA ANNUAL MEETING • MAY 7– 8, 2019
Wednesday, May 8
10:15 a.m. - 11:45 a.m.
D1 The Road to EAGLE Accreditation - One Organization’s Journey
• Discuss the importanceof educating your board,residents and employees aboutEAGLE to prepare them for theaccreditation process.
• Learn the strategic approachused by United MethodistRetirement Communities inChelsea, Michigan to navigateits EAGLE self-study.
• Hear how this approach madetheir organization stronger andled it to successfully achieveEAGLE-accreditation with ninecommendations.
• Hear the story of a proactive,single-site United Methodistsenior living organization thatexplored affiliation with a largerorganization that shared theircore values.
• Discuss the key considerationsof an affiliation and theprocess, tools and timeline toevaluate this decision.
• Participate in a candid dialogueabout the successes andmissteps of the affiliationprocess.
• Understand why havinga culture of philanthropyis essential to the healthand growth of a non-profitorganization.
• Realize how this strongculture team can advanceopportunities to cultivatedonors and solicit gifts whilecreating valuable internalrelationships.
• Gain best practices anda simple action plan forestablishing a philanthropicspirit within your organization.
• Hear an update on the workof a Way Forward Task Forcefollowing the February 2019Special Session of the GeneralConference of the UnitedMethodist Church.
• Understand the potentialimpact of proposed changeson UMA ministries includingfundraising, branding andtrusts.
• Dialogue about possible waysto prepare for these changes.
• Explore timeless leadershipprinciples put to the testthrough the lens of the Battleof Gettysburg and otherleadership case studies.
• Examine successful andunsuccessful attempts at buildteam alignment needed toachieve organizational success.
• Gain tactical and practicalinformation for building teamalignment and trust in yourorganization and leadership.
• Understand how to evaluatedata to better communicatesuccessful outcomes andorganizational expertise.
• Discover how to distillevidence-based, research datainto communication tools toshare internally and externallywith key stakeholders.
• Realize how concrete data tosupport your organization’snarrative can better showcasethe knowledge and experienceand expertise of your staff.
E D U C A T I N P R O G R A M ( c o n t . )
FACULTY: Melissa Latter, Corporate Quality and Compliance Director; Courtnee Knepley, Director of Environmental Services; and Lori Potter, Senior VP and Chief Operating Officer, UMRC, Chelsea, MIPrivate Dining Room, Shell Point
D2 Stronger Together: Lessons from an Affiliation
FACULTY: Emily Robbearts, Director, Agency Impact, and Annette Nagy, Associate Director, Quality, Chaddock, Quincy, ILPrivate Dining Room, Shell Point
FACULTY: Pamela Richmond, Chief Strategy Officer, Otterbein SeniorLife, Pemberville, OH; Keith Van Deman, Executive Director; and Rev. Bob Coleman, President of the Board, Otterbein Franklin, Franklin, IN; Jill Wilson, President and CEO, and Board Chair, Otterbein SeniorLife, Jason Miller, VP Operations,Otterbein SeniorLife; Lebanon, OHBanquet Dining Room, Shell PointD3 Create a Culture of Philanthropy
FACULTY: John Franklin, Managing Director, BB&T Capital Markets, Richmond, VABanquet Dining Room, Shell Point E3 Add Muscle to Your Message: Use Data to Tell Your Story
FACULTY: Susan Sharp, VP Philanthropy, United Methodist Communities of New Jersey, Neptune, NJFitness Room, Shell Point
1:15 p.m. - 2:15 p.m.
E1 Exploring the Impact of a Way Forward on UM Ministries
FACULTY: Greg Peters, President and CEO, UMFS, Richmond, VA, Andrew Hendren, General Counsel, Wespath Investment Benefits and Investments, Glenview, ILFitness Room, Shell Point
E2 Create Team Alignment: Leadership Lessons from the Trenches
13 UMA ANNUAL MEETING • MAY 7– 8, 2019E M P O W E R E D B Y J O Y
2:30 p.m. - 4:00 p.m.
F1 Deter and Detect Drug Diversion in Healthcare Facilities
• Recognize that the potencyand availability of opioidsled to a dramatic rise in theiruse despite the high risk ofaddiction and overdose.
• Discuss drug diversion andthe medications most at-riskfor diversion in healthcareorganizations.
• Learn how to be alert to “redflags” and specific stepshealthcare organizationscan take to deter and detectdiversion of controlledsubstances and high-costmedications.
E D U C A T I N P R O G R A M ( c o n t . )
F2 Fostering an Employee-Centered Workplace
• Understand the factors andgenerational shifts challengingaging services providers’ abilityto recruit and retain a qualityworkforce.
• Realize how the physicalenvironment and staff amenitiescan decrease turnover,absenteeism and loss ofproductivity.
• Hear how to embraceworkplace practices andbenefit packages that attractand retain staff and cultivateemployee engagement.
FACULTY: Jessie Santini, Senior Interior Designer, RLPS Interiors, Lancaster, PA; Steve Jeffrey, Chief Strategy and Innovation Officer, Garden Spot Communities, and Co-Founder/Guild Master, ForgeWorks, New Holland, PA
F3 Marketing Strategies to Advance Excellence
• Explore valuable marketresearch and developmentstrategies to enhancecompetitive positioning.
• Understand how effectivebranding and other marketingand sales resources cansupport operational excellence.
• Realize why operationalassessment processesand capital planning areessential components of acomprehensive marketing plan,optimal operations and goodstewardship.
Tour Shell Point Retirement Community: Seats are limited to those who pre-registered for the tour online.
Monday Tour 1: Departs Marriott via shuttle at 10:45 a.m. Monday Tour 2: Departs Marriott via shuttle at 2:45 p.m Wednesday Tour 3: Departs The Club at Shell Point at 4:15 p.m.
EAGLE Peer Reviewer Training • Thursday, May 9, 8 a.m. – Noon • AZALEA ROOM, Marriott Peer reviewers must have a minimum of five years of experience in the field and commit to one review per year.
The online modules must be completed prior to attending the live training session.
• Join other peer reviewers in gaining a deeper understanding of the history and value of EAGLE, its processesand ten principles.
• Understand through dialogue, role playing and sample case studies key considerations for an EAGLE review.
• Hear from experienced commissioners and peer reviewers “what to do” and “what not to do” whenassessing an organization’s self-study and during a site visit.
FACULTY: Jean Turvey, Vice President, Lockton Companies LLC, Kansas City, MOPrivate Dining Room, Shell Point
Banquet Dining Room, Shell Point
FACULTY: Beverly Asper, Director, and Jennifer Schwalm, Partner, Baker Tilly, Philadelphia, PA; Gary Gardner, Senior Vice President, United Methodist Homes, Binghamton, NYFitness Room, Shell Point
14UMA ANNUAL MEETING • MAY 7– 8, 2019
LOCATIONShell Point Retirement Community 15101 Shell Point Boulevard Fort Myers, FL 33908 (800) 780-1131 Google Map
Sanibel Harbour Marriott Resort and Spa 17260 Harbour Pointe Drive
Fort Myers, Florida 33908
AIRPORTRSW – SW Florida International Airport 21 miles
TRANSPORTATIONAirport to Hotel• Mobile App Services LYFT or UBER =
$29-60 each way for varying levels ofservice
• Traditional taxis or limousine vendors arelisted on this page.
Hotel/Shell Point Shuttle Schedule Shell Point shuttles are available at these strategic times during the event. Monday, May 610:45 a.m. – Board Shuttle for Shell Point Tour 1 at Marriott outside lobby
2:45 p.m. - Board Shuttle for Shell Point Tour 2 at Marriott outside lobby
Tuesday, May 77:45 – 9:00 a.m. Shuttles pick up at Marriott outside lobby to Shell Point; 3 buses to alternate.
4:15-5:15 p.m. - Shuttles pick up at The Village Church to Marriott 3 buses to alternate.
Wednesday, May 87:45 – 9:00 a.m. Shuttles pick up at Marriott outside lobby to Shell Point; 3 buses to alternate.4:00-4:30 p.m. Shuttles pick up at The Village Church to Marriott.
4:15 p.m. - Board Shuttle for Shell Point Tour 3 at main entrance of The Club at Shell Point
5:15-5:30 p.m. - Tour Group 3 returns to Marriott.
ANNUAL MEET ING
LOGIST ICS
ATTIREBusiness Casual
Take Notes
SPECIAL THANKS TO OUR
ANNUAL MEETING SPONSORS
NAME BADGE SPONSOR TUESDAY LUNCH SPONSOR
CELEBRATION OF EXCELLENCE SPONSOR CELEBRATION OF EXCELLENCE SPONSOR
JOYCAST SPONSOR WEDNESDAY LUNCH SPONSOR
EDUCATION TRACK SPONSOR EDUCATION TRACK SPONSORJOYRIDE SPONSOR