2019 ADA Management Conference July 22-24, 2019 ADA Headquarters 211 E. Chicago Ave. Chicago, IL Updated as of June 27, 2019 (All sessions are located in the 2nd floor Hillenbrand Auditorium unless otherwise noted) Monday, July 22nd Ancillary Meetings & Welcome Reception 7:30 am - 12:30 pm Dental Philanthropy Network (DPN) – Room: D/E 8:00 am - 2:30 pm Collaborative Counsel Workshop (CCW) – Boardroom 12:45 pm - 5:30 pm Association of Component Society Executives (ACSE) – Room: B/C 2:30 pm - 5:30 pm American Society of Constituent Dental Executives (ASCDE) - Boardroom 5:30 pm - 7:00 pm Joint Reception The ADA Foundation is hosting a joint reception for Presidents-Elect and Management Conference attendees at the MCA Museum. Mix, mingle and network with Conference attendees. Tuesday, July 23rd Joint Session: Presidents-Elect and Management Conference 7:15 am – 8:15 am Optional Dues Streamling Discussion 2nd floor Hillenbrand Auditorium Breakfast provided 8:00 am - 8:30 am Badge Pickup and Breakfast 2nd floor Hillenbrand Auditorium Foyer Leadership & Board Governance 8:30 am – 9:15 am Welcome / ADA Strategic Plan Kathleen T. O’Loughlin, DMD, MPH, Executive Director, ADA Ask the ADA Chad P. Gehani, DDS, ADA President-Elect Jeffrey M. Cole, DDS, ADA President Kathleen T. O’Loughlin, DMD, MPH, Executive Director, ADA 9:15 am – 10:15 am Leading-Edge, Effective Strategic Planning Dean A. West, FASAE, President, Association Laboratory Inc. An effective strategic plan provides a roadmap guiding staff implementation and volunteer leader oversight. Together, this partnership between staff and volunteer leaders, outlined in paper, represents a common framework for achieving the Mission-based and business goals of the 1 association. Success requires each participant to understand their roles, trust the process and commit to long term, sustainable implementation. This session, using successes and failures from a variety of strategic planning engagements will be a no holds barred, authentic look at how staff and volunteer leaders can work together effectively on strategic planning. 10:15 am – 10:30 am Networking Break 10:30 am – 11:15 am Blending Work Styles for Successful Teamwork – Using DISC Profiling to Discover Your Work Style Jane Long, Ed. D, Staff Development Consultant, ADA (Prior to the session, participants will complete the DISC assessment online which will generate individual reports). This highly interactive session will walk participants through the interpretation of their individual DISC profiles. Participants will learn about their own styles and more importantly how to work with those whose styles are vastly different than them. 11:15 am – 11:50 am ADA Practice Transitions: Working Together to Solve Real Problems for Our Members Bill Robinson, President & CEO, ADA Business Innovation Group Suzanne Ebert, DMD, VP Dental Practice & Relationship Management Bree Simmers, Projects, Operations & Administration Update on ADA Practice Transitions pilot. Key learnings so far and plans to expand to other states. How to leverage the wisdom of volunteer leaders and staff to implement innovative ideas on behalf of our members 11:50 am – Noon Wrap-Up for Joint Session Noon Presidents-Elect Conference is Complete 12:00 pm – 1:00 pm Networking Lunch for Management Conference Attendees Strategy, Planning & Evaluation 1:00 pm – 2:15 pm 360 Review – The Environment Facing Associations Dean A. West, FASAE, President, Association Laboratory Inc. Associations operate in a complex and dynamic environment. Knowing what will work and will not work moving forward is critical. This session highlights information collected from more than 200 association CEOs by Association Laboratory through, Looking Forward™, the nation’s most comprehensive and sophisticated environmental scan of the association strategy environment. The study assesses more than 50 environmental factors in five domains and more than 50 implications on association strategy. From workforce and technology to economic implications and the changing role of government, you will learn about the most substantial factors impacting association members and how these changes are influencing association membership, meetings, education and government affairs strategy. 2:30 pm – 3:45 pm Break-Out Sessions – Attendees to Choose One Creating and Sustaining Strategic Leaders in the Association (Room B) Dean A. West, FASAE, President, Association Laboratory Inc. Great volunteer leaders don’t suddenly appear at the Board. They are the product of a conscious attempt by the association to identify, vet and orient the best people for their future roles as professional leaders and advocates. 2 This session examines some of the common challenges to finding the best people to join your leadership team and highlights solutions to identifying and retaining the emerging leaders your association will need to be successful. From their first volunteer experience to their time as past president, the presentation provides a holistic view of the leadership funnel and how to fill it with the best people. People you will need to be successful in a challenging and dynamic environment. How to Create Association Cultures that Promote Innovation and Teamwork (Room D/E) John Davidoff, Chief Mission-Driver, Davidoff Mission-Driven Business Strategy Jacki Davidoff, Principal and Senior Consultant, Davidoff Mission-Driven Business Strategy One of the main obstacles to generating new ideas is a fear among staff that peers will ridicule their ideas. It’s not an idle fear, staff members have been known to prevent ideas that threaten their power or status. Drama is a block to individual and team effectiveness, innovation, risk- taking, vulnerability and overall performance. Participants will understand how to read people and increase their social and emotional intelligence, contributing to their personal and professional growth and satisfaction. Learn how to establish more genuine, cohesive teams in which individuals take risks, generate purposefully, celebrate wins, and learn from mistakes. Legal Issues (Room C) Staff of the ADA Legal Division This Workshop will feature a discussion of a broad range of legal issues of interest to dental association counsel and executive directors. Planned topics include: • Overview of antitrust issues • Specialty recognition • Hot topics emerging from Contract Analysis Service • Frequently-asked employment questions • Developments in anti-discrimination laws 3:45 pm – 4:15 pm Networking Opportunity with BMO Harris Bank (Please make your way to the Auditorium for cocktails and horderves sponsored by BMO Harris Bank) Power of Three 4:15 pm – 5:00 pm Cocktails and Conversations Round Robin (Three Topics / 15 minutes each) HPI Trends: Marko Vujicic, PhD Chief Economist & VP; Adriana Menezes, Senior Manager Operations, Health Policy Institute, ADA; Cassandra Yarbrough, MPP Lead Public Policy Analyst, HPI Third Party Payer: Dennis McHugh, Manager, Third Party Payer Advocacy Center for Dental Benefits; Sarah Tilleman, Senior Manager, Credentialing and Third Party Payer Advocacy Dental Licensure Portability & Dental Licensure OSCE: Tony Ziebert, DDS, MS Senior Vice President, Education and Professional Affairs, ADA; Dr. Joseph Crowley, DDS ADA Past President & chair of the Coalition for Modernizing Dental Licensure ADPAC: Sarah Milligan, Director Political Affairs, American Dental Political Action Committee (ADPAC) Power of 3 – Collaboration Drives Membership Outcomes: April Kates-Ellison, Senior Director, Member and Client Services Update on Action for Dental Health: Michael A. Graham, Senior V.P., Government and Public Affairs, ADA; Chad Olson, Director, State Government Affairs ADA Jeff Troupe, Senior Legislative Liaison, State Government Affairs Government Affairs Jane Grover, DDS, MPH, Director, Council on Advocacy for Access and Prevention Marcelo, Araujo, DDS, MS, PhD Vice President, Science Institute 3 ADA Practice Transitions: Bill Robinson, President & CEO, ADA Business Innovations Suzanne Ebert, DMD, VP Dental Practice & Relationship Management Bree Simmers, Projects, Operations & Administration ADABEI & BMO Harris Bank: Kirk Dewart, Senior Program Manager, BMO Harris Bank, Andrea Metzger, Marketing Coordinator, ADABEI Evening Free – enjoy Chicago! Wednesday, July 24th 7:30 am – 8:00 am Breakfast 2nd floor Hillenbrand Auditorium Foyer Power of Three 8:00 am – 9:30 am Hackathon Jamie Murdock, Experient, Vice President of Sales Molly Witges, Experient, Director Strategic Solutions Hackathons are quickly becoming the most talked about conference experiences, as they deliver on two key attendee expectations for events: Learning and Networking. In this session, participants will utilize proven techniques for tapping the collective wisdom to create potential solutions for challenges that effect all associations. 9:30 – 9:45 Networking Break Membership & Member Focus Marketing & Communications 9:45 am – 10:55 am Membership Trends / New Dentist Segments / ADA Dues Streamlining April Kates-Ellison, MS, CAE, Senior Director, Client Services, ADA Robert Quashie, Vice President, Business Operations and Strategy, ADA Steve Horne, Senior Manager, Research Insight, ADA 11:05 am – 12:05 pm Break-Out Sessions – Attendees to Choose One Converting Challenges to Solutions Using an Innovation Incubator (Room B/C) Addy Kujawa, Chief Executive Officer, American Alliance of Orthopaedic Executives Vicki Sprague, American Alliance of Orthopaedic Executives Many associations have innovative ideas for products