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Conference Schedule: #HFHINConference Crowne Plaza Hotel in Indianapolis N o ve m b e r 1 4 - 1 6 , 2 0 1 6 I n d i a n a S t a t e C o n f e r e n c e

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Page 1: Conference Schedule: #HFHINConference Program - Copy.pdf · 2017-01-04 · to grow. Learn how a Board Build can help your board get engaged in fundraising and help create excitement

Conference Schedule: 1#HFHINConference

Crowne Plaza Hotel in Indianapolis

November 14 - 16, 2016

Indiana State Conference

Page 2: Conference Schedule: #HFHINConference Program - Copy.pdf · 2017-01-04 · to grow. Learn how a Board Build can help your board get engaged in fundraising and help create excitement

Conference Sponsors2

Local Decisions

Local Service

Local Bank

Delivering expertise in:

Business Lending

Cash Management

Private Wealth Advisory

2015

1 . 8 0 0 . 2 0 5 . 3 4 6 4 | w w w. f i r s t m e r c h a n t s . c o m

Serving Indiana for Over 120 Years.

For more than a century, your neighbors at First Merchants have focused on delivering strength and service to our communities, making them better places to live, work and bank. From managing money day-to-day, saving for the future, borrowing responsibly, to protecting your assets and

valuables, our experts can help you build a complete financial picture. Stop in to experience true community banking: local, one-on-one guidance for all your financial decisions.

BIZBNK-ADPR-Habitat-1016

Investment Management solutions provided by First Merchants Private Wealth Advisors may not be FDIC insured, are not deposits of First Merchants Bank, and may lose value. Investments are not guaranteed by First Merchants Bank and are not insured by any government agency.

Proud to be your

Learn more at Vectren.com

SILVER HAMMER

GOLD HAMMER

Page 3: Conference Schedule: #HFHINConference Program - Copy.pdf · 2017-01-04 · to grow. Learn how a Board Build can help your board get engaged in fundraising and help create excitement

Table of Contents 3

Conference Sponsors

Conference Vendors

Track Information at-a-Glace

Detailed Conference Schedule Monday Tuesday Wednesday

Course Descriptions Monday Tuesday

Post Conference

Notes

4

5

6-7

8-9

10-11

11

12-14

15-18

19

21

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Conference Sponsors4

First Merchants Bank

Vectren

Credit Plus

Federal Home Loan Bank

Habitat for Humanity International

Indiana Builders Association

Indiana Housing and Community Development Authority

Indiana Mortgage Bankers Association

Thank you to all of our wonderful sponsors! Without their continued generosity, we would not be able to host this event.

Page 5: Conference Schedule: #HFHINConference Program - Copy.pdf · 2017-01-04 · to grow. Learn how a Board Build can help your board get engaged in fundraising and help create excitement

Conference Vendors 5

American Paint RecyclersBloomerang

Crash 31Credit Plus

Federal Home Loan BankFirst Merchants Bank

HFHI: Disaster ResponseHFHI: FlexCAP

HFHI: Home Builders BlitzHFHI: Home Preservation

IFFIndiana Builders Association

IHCDAIU School of Fundraising

Koinonia FarmsMeridian Title

The Source CompanyServe Indiana

USDA Rural DevelopmentBe sure to visit our vendor tables near and in Illinois Ballroom and attend our vendor

reception on Monday evening to discuss partnership opportunities.

Page 6: Conference Schedule: #HFHINConference Program - Copy.pdf · 2017-01-04 · to grow. Learn how a Board Build can help your board get engaged in fundraising and help create excitement

Conference Tracks: At-a-Glance6

Breakout 112:45PM - 2:15PM

Breakout 22:15PM - 3:45PM

Breakout 33:45PM - 5:15PM

Breakout 19:30AM - 11:00AM

Breakout 211:00AM - 12:30PM

Breakout 31:15PM - 2:45PM

Breakout 43:00PM - 4:30PM

TU

ES

DA

Y

Development(New York)

ReStore (B&O)

Construction(B&O)

Funding and Planning Start-ups &

Expansions

ReStore Safety

Stocking your Store: Procurement and

Purchasing

Introduction to Fortified Homes

ConstructionRound Table

A Guide to Construction

Administration

Costs, Pricing, and Payment for Repairs

IHCDA Funding Opportunities

USDA Funding Partnerships

Leveraging your Portfolio through

FlexCAP

Fundraising with the New Branding

Materials

Comprehensive Campaigns:

A Case Study

Network for Good Fundraising Tutorial

Habitat Home Investment Funding

Opportunity

MO

ND

AY

Page 7: Conference Schedule: #HFHINConference Program - Copy.pdf · 2017-01-04 · to grow. Learn how a Board Build can help your board get engaged in fundraising and help create excitement

Conference Tracks: At-a-Glance 7

Leadership(Milwaukee)

Family Services(Nickel Plate)

Operations(C&O)

Finding the Right Families

Understanding TRID Tolerances &

Timelines

Legal Requirements for Loan Servicing

How to Prepare Your Loans for 3rd Party

Servicing

Understanding the New Trended Data

Credit Reports

ECOA Phase and Fair Housing

Q&A with Experts in Selection and

Servicing

Best Board Engagement

Strategies

Discernment Practices for Boards

Succession Planning for Affiliate

Leadership

Overcoming Board Objections to NR

Board Campaigns that Work

Building to the Visitability Standard

Rural Affiliate Sustainability

More than a Budget:Cash Flow Forecasting

Affiliate Financial Check-Up

Disaster Resiliency Lab

NR Works in Indiana: A Case Study

MO

ND

AY

TU

ES

DA

Y

Advanced Calyx Training

Harvard Experience for Executive

Directors

Are We Ready to Start a ReStore?

Tracks are only suggestions. Feel free to pick any and all classes that interest you and fi t the needs of your affi liate!

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Conference Schedule: Monday

8:00AM – 9:00AM Exhibitor Move-In

9:00AM Registration Opens for Conference Attendees

10:00AM – 10:30AM Welcome: Devotion and Updates (Illinois Ballroom)

10:30AM – 11:30AM Plenary Keeping God at the Center Joe Gatlin, Director of US Field Operations with Habitat International

11:30AM – 12:30PM Lunch Presentation Listening Circle Update: From Concerns to Collective Solutions Gina Leckron, Habitat for Humanity of Indiana

12:45PM– 2:15PM Breakout Session 1:

ReStore: Funding and Planning Start Ups & Expansions Steve Bricker, IFF, and Bob Johnson & Dan Klein, HFH of NW IN

Development: IHCDA Funding Opportunities for Rehabs, Ramps, and Repairs Dani Miller, IHCDA

Family Services: Finding the Right Families Rebecca Mankowski, Monroe Co. & Jena Ashby, Greater Muncie HFH

Leadership: Board Campaigns that Work Jim Morris, Greater Indy HFH

Operations: Building to the Visitability Standard Kim Paarlberg, Int’l Code Council & Deb McCarthy, Back Home IN Alliance

2:15PM – 3:45PM Breakout Session 2:

ReStore: ReStore Safety Mark Little, HFHI

Development: USDA Funding for New Construction, Repairs, & Rehabs Steve Ballard, USDA

Family Services: Understanding TRID Tolerances and Timelines Sue Chenevert, HFH of Louisiana

Leadership: Best Board Engagement Strategies Bryan Orander, Charitable Advisors

Operations: Rural Affi liate Sustainability Gina Leckron, HFH of Indiana

8

Page 9: Conference Schedule: #HFHINConference Program - Copy.pdf · 2017-01-04 · to grow. Learn how a Board Build can help your board get engaged in fundraising and help create excitement

Conference Schedule:

3:45PM – 5:15PM Breakout Session 3:

ReStore: Stocking Your Store: Procurement and Purchasing Mark Little, HFHI

Development: Leveraging Your Portfolio through the FlexCap Program Daniel Gura, HFHI

Family Services: Legal Requirements for Loan Servicing Tera Doak, HFHI

Leadership: Discernment Practices for Boards Joe Gatlin, HFHI

Operations: Disaster Resiliency Lab Autumn Lotze, Saint Bernard Project, & Kristin Wright, HFHI

5:15PM – 6:15PM First Merchants Partnership Launch Party with Sponsored Cocktail Hour and Vendor Reception (Illinois Ballroom)

6:15PM Dine Around Groups Gather and Leave for Restaurants Dine Around Topics & Table Leaders: - Veterans Build with Dan Klein at Ram Restaurant - Board Issues with Tom McArthur at Napolese - Committees with LeeAnn Wilbur at The Old Spaghetti Factory - ReStores with Jim Williams at Nada - Converting Volunteers to Donors with Beth Folz at YardHouse

Please choose from one of the above and plan to meet your table leader in the lobby of the Crowne Plaza at 6:15PM to travel to the restaurant together. Limit 10 people per topic. If you have any questions, be sure to fi nd Beth Resler or Emily Fox.

Conference Schedule: Monday 9

Page 10: Conference Schedule: #HFHINConference Program - Copy.pdf · 2017-01-04 · to grow. Learn how a Board Build can help your board get engaged in fundraising and help create excitement

Conference Schedule: 10

8:00AM Exhibit Hall Open Continental Breakfast Registration Open (Illinois Ballroom)

8:15AM – 8:30AM Welcome & Announcements from Habitat Indiana (Illinois Ballroom)

8:30AM – 9:25AM Plenary A Better Way to Share our Story: Habitat’s New Branding Guidelines

Chris Clarke, Senior VP of Communications and Marketing, HFHI

9:30AM – 11:00AM Breakout Session 1:

Construction: Introduction to Fortifi ed HomesRuss Griffi th, HFHI

Development: Fundraising with the New Branding MaterialsKristen Sand, HFHI

Family Services: How to Prepare Your Loans for 3rd Party ServicingLiz Qua, HFH of Boone Co. & Deb Rynearson, First Merchants Bank

Leadership: Succession Planning for Affi liate LeadershipJoe Gatlin, HFHI

Operations: Affi liate Financial Check-UpTodd Fox, HFHI

11:00AM – 12:30PM Breakout Session 2:Construction: A Guide to Construction Administration

Russ Griffi th, HFHI

Development: Comprehensive Campaigns: Learning from Evansville’s $6.4M CampaignBeth Folz, Jane Michele McClure, & Gail Knight Williams, Evansville HFH

Family Services: Understanding the New Trended Data Credit ReportsAnthony Ruiz, Credit Plus

Leadership: Overcoming Board Objections to Neighborhood RevitalizationDoug Taylor, HFH Lafayette, Lindsey Arthur, Greater Muncie HFH, Tom Moore, Vectren

Operations: Are We Ready to Start a ReStore?Mark Little, HFHI

12:30PM – 1:15PM Lunch (Illinois Ballroom)

Conference Schedule: Tuesday10

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Class Descriptions: Tuesday

1:15PM – 2:45PM Breakout Session 3:

Construction: Construction Round TableRuss Griffi th, HFHI

Development: Network for Good Fundraising TutorialEmily Fox and Beth Resler, HFH of Indiana

Family Services: ECOA Phase and Fair HousingTera Doak, HFHI

Family Services: Advanced Calyx Training (Milwaukee)Sue Chenevert, HFH of Louisiana

Operations: More than a Budget: Cash Flow Forecasting for Affi liatesTodd Fox, HFHI

2:45PM – 3:00PM Afternoon Snack Break

3:00PM – 4:30PM Breakout Session 4:Construction: Costs, Pricing, and Payment for Repairs

Walter Fields, HFHI

Development: Habitat Home Investment Funding OpportunityGina Leckron, HFH of Indiana

Family Services: Q&A with the Experts in Selection and ServicingTera Doak, HFHI and Sue Chenevert, HFH of Louisiana

Leadership: The Harvard Experience for Executive DirectorsJim Williams, HFH of St. Joe Co. and Jim Morris, Greater Indy HFH

Operations: Neighborhood Revitalization Works in Indiana: A Case StudyRay Montagno and Jena Ashby, Greater Muncie HFH

7:30AM – 8:30AM Breakfast

8:30AM – 5:00PM Post Conference Classes Planned Giving: Getting the Proper Start (Victoria Station A)

Phil Purcell, The Fund Raising School-Lilly Family School of Philanthropy

Bridges out of Poverty: Strategies for Professionals and CommunitiesKaren Kallenberg, Habitat Colorado (Victoria Station B)

12:00PM – 1:00PM Lunch (Victoria Station CD)

11

WEDNESDAY: POST CONFERENCE

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Breakout Sessions: Monday

Funding and Planning Start Ups and Expansions (B&O)Steve Bricker, IFF, and Bob Johnson & Dan Klein, Habitat of Northwest Indiana

This class will cover the planning, research, and funding needed to get your store or expansion off the ground with a case study of opening the 2nd store in NW Indiana. Hear from the Board President, the Executive Director, and the lender that worked to open that store that is now breaking records in sales.

IHCDA Funding Opportunities for Rehabs, Ramps, and Repairs (New York)Dani Miller, Indiana Housing and Community Development Authority (IHCDA)

Learn about the many funding opportunities at the state that can help you build ramps, make small repairs, and do rehab work in your community. Find out how to access the funding and meet requirements for these projects. Habitat’s programs match well with the requirements for IHCDA funds. Using these funds can help both the state and our local communities meet our shared goal of serving more low income families.

Finding the Right Families (Nickel Plate)Rebecca Mankowski, Monroe Co. Habitat & Jena Ashby, Greater Muncie Habitat

Learn best practices on family outreach and recruiting from two veteran affi liate experts. Find out the best referral partnerships and advertising strategies as well as how they begin their applicant screening process. Find out how to execute a plan for recruitment while still following all the complex mortgage laws and in the end, fi nding a great group of family partners!

Board Campaigns that Work (Milwaukee) Jim Morris, Greater Indy Habitat

Getting the board involved in fundraising is always diffi cult but needed for affi liates to grow. Learn how a Board Build can help your board get engaged in fundraising and help create excitement at your affi liate. Find out how to overcome objections, provide help to members raising funds, and keep the board on task. Get real-world perspectives from an affi liate that is currently working on a successful board campaign.

Building to the Visitability Standard (C&O)Kim Paarlberg, International Code Council & Deb McCarthy, Back Home Indiana Alliance

Being able to age in place is a huge benefi t to our homeowners. Learn how to easily adapt Habitat’s plans to this standard and make our homes more visitor friendly to anyone with mobility issues. Any affi liate using the Habitat Home Investment Fund will have to meet this standard. With small, inexpensive changes to our existing plans, we can empower our families to age in place.

12

SESSION ONE 12:45PM – 2:15PM

Page 13: Conference Schedule: #HFHINConference Program - Copy.pdf · 2017-01-04 · to grow. Learn how a Board Build can help your board get engaged in fundraising and help create excitement

ReStore Safety (B&O)Mark Little, Habitat International

This program is based off of our Insurance Safety audit reports. Learn key elements of what the safety professionals are looking for during inspections. We’ll be discussing custom, workforce, and building safety and many other OSHA rules to live by. OSHA? If you have a registered business, OSHA probably applies to your business, so come and fi nd out more on this subject.

USDA Funding Partnerships for New Construction, Repairs, & Rehabs (New York)Steve Ballard, USDA

Learn about ways that rural communities can partner with their local USDA offi ce to receive funds for new construction, rehabs, and repairs. Find out the requirements and learn about our new referral program with USDA to help fi nd qualifi ed families to partner with. Learn from a veteran instructor who has served on the board of a local affi liate as well as the director of a local USDA fi eld offi ce. It really is the perfect partnership for our rural affi liates!

Understanding TRID Tolerances and Timelines (Nickel Plate)Sue Chenevert, Habitat Louisiana

Understanding the new TRID forms can be diffi cult but this class should help clarify any concerns. Learn the timelines for executing the Loan Estimate and the Closing Disclosure and what the adjusted timelines are if there is a re-disclosure. Certain items on the TRID have tolerances that cannot be exceeded in each category; fi nd out what they are and how you can comply with these. Find out where each fee goes on the form and how to discuss these documents with your title company.

Best Board Engagement Strategies (Milwaukee)Bryan Orander, Charitable Advisors

Sometimes it is hard to get a board fully engaged in the work of the affi liate. Find out ways to boost attendance and participation in your meetings. Learn about best practices for board meetings, board committees, and board roles. Get help engaging members in fundraising. Attendees should leave with strategies to improve their board’s engagement and performance!

Rural Affi liate Sustainability (C&O)Gina Leckron, Habitat Indiana

Learn strategies to help rural affi liates build capacity when resources and time are scarce. Consider ways to reduce the workload through outsourcing, shared services, and working together with neighboring affi liates. Find a list of partnerships that are exclusively for rural affi liates and which ones might be a good match for your affi liate. Learn strategies to help you plan more proactively rather than reactively to issues that arise from day to day.

Breakout Sessions: Monday 13

SESSION TWO 2:15PM – 3:45PM

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Conference Schedule: Monday14

SESSION THREE 3:45PM – 5:15PM

Stocking Your Store: Procurement and Purchasing (B&O)Mark Little, Habitat International

Learn the best ways to fi nd great merchandise and discover which items are best to purchase. Discover how to partner with potential donors that can make repeat gifts and market for more merchandise in your service area. Learn how to improve decision making about which items to accept or decline.

Leveraging Your Portfolio through the FlexCAP Program (New York)Daniel Gura, Habitat International

How can mortgage leveraging help my affi liate? Are we ready to leverage our mortgages? How many mortgages would be safe to leverage for our affi liate? Find out the answers to these questions and more in this presentation. Learn the details of the HFHI FlexCAP Program and how it has helped fi nance affi liate growth through leveraging.

Legal Requirements for Loan Servicing (Nickel Plate)Tera Doak, Habitat International

No part of Habitat's work is immune to the changes in mortgage regulations. Servicing requires careful administration of escrow accounts and specifi c, timely communication with homeowners. Learn how and when to do escrow analysis and when to send communications to homeowner families and how often.

Discernment Practices for Boards (Milwaukee)Joe Gatlin, Habitat International

How can we invite God to be a part of our decision making? What is God asking our affi liate to do? Are there ways that we can listen and be aware of God’s leadings in our work at the board level? We believe the answer is yes! Using the new booklet “Good Habits for Meeting, Discerning, and Deciding”, boards now have a workbook and a guide to begin making decisions in this way. Learn about this new resource and how to use it at your affi liate.

Disaster Resiliency Lab (C&O)Kristin Wright, Habitat International & Autumn Lotze, Saint Bernard Project

Purdue researchers believe that tornado alley is shifting in the US and will now include more of Indiana; are you ready if a disaster hits? This great lab will teach you how to prepare your offi ce, fi les, and personal information against all potential natural disasters. If you can fully understand how to be resilient by mitigating risks before disasters, the suff ering and damage disasters cause can be greatly reduced.

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Conference Schedule: Tuesday 15

SESSION ONE 9:30AM – 11:00AM

Introduction to Fortifi ed Homes (B&O)Russ Griffi th, Habitat International

Habitat is committed to building stronger, more durable, disaster-resistant homes. This session will cover important information to better protect families and reduce life-cycle costs in the face of increasing natural disasters. Learn about Habitat Strong and the Institute for Business and Home Safety FORTIFIED Home program, review successful affi liate case studies, and discover benefi ts for affi liates and homeowners. This session will focus on the numerous ways we can build our homes stronger and better starting with no additional costs.

Fundraising with the New Branding Materials (New York)Kristen Sand, Habitat International

Learn how to use all the new branding materials to create a beautiful and cohesive plan to solicit funds for your affi liate. The new templates and materials make it easy for you to put together presentations and share our story with donors in a professional and sophisticated way. Learn strategies and best practices for the use of these terrifi c new materials.

How to Prepare Your Loans for 3rd Party Servicing (Nickel Plate)Liz Qua, Habitat of Boone County and Deb Rynearson, First Merchants Bank

Wondering how you can prepare your loans to participate in our new partnership with First Merchants? Liz Qua from our Boone County affi liate and Deb Rynearson from First Merchants discuss how they successfully transferred the Boone County mortgages and what you can do to prep your current mortgage portfolio for 3rd party servicing.

Succession Planning for Affi liate Leadership (Milwaukee)Joe Gatlin, Habitat International

The workshop will cover why having a succession plan for key leadership transitions is prudent and helpful. We will address what’s needed in an emergency, quick transition scenarios and what should be done for a planned succession. Be proactive in transition planning, not reactive.

Affi liate Financial Check-Up (C&O)Todd Fox, Habitat International

This session will help attendees understand their fi scal responsibilities for every position and every role. We will also review fi nancial reports learn how to identify the key points. Attendees will be challenged to take the affi liate checklist survey as well as work with a partner to share experiences. Lastly, all will be challenged to implement an affi liate fi nancial check-up that can be completed annually.

Page 16: Conference Schedule: #HFHINConference Program - Copy.pdf · 2017-01-04 · to grow. Learn how a Board Build can help your board get engaged in fundraising and help create excitement

Conference Schedule: Tuesday16

SESSION TWO 11:00AM – 12:30PM

A Guide to Construction Administration (B&O)Russ Griffi th, Habitat International

This course will cover the basics of running a successful construction project. Need help with contractors, estimating volunteer numbers, or adjusting your build plan? This class is for you. No affi liate has perfected the build process yet, but you can get one step closer with this session on best practices from HFHI.

Capital Campaigns: Learning from Evansville's $6.4M Campaign (New York)Beth Folz, Sister Jane Michele McClure, & Gail Knight Williams, Evansville Habitat

There is no mystery to capital campaigns, but there are fundamentals and "best practices" that allow campaigns to be successful. Learn what it takes to start one and what it takes to be successful by hearing the story of Evansville’s amazing $6.4M capital campaign.

Understanding the New Trended Data Credit Reports (Nickel Plate)Anthony Ruiz, Credit Plus

It is no longer business as usual when pulling credit reports. There is a new format in the trended data report and they can be diffi cult to understand. This presentation by Anthony Ruiz of Credit Plus will help you understand the new format and how to best interpret the new reports.

Overcoming Board Objections to Neighborhood Revitalization (Milwaukee)Doug Taylor, Habitat Lafayette, Lindsey Arthur, Greater Muncie Habitat, & Tom Moore, Vectren

Neighborhood Revitalization work is a shift from the way most affi liates operate. Getting buy in from the board is essential but sometimes hard to execute. Learn from two affi liates working through this and how they overcame their boards' concerns. Also learn why NR is such a powerful community development approach.

Are We Ready to Start a ReStore? (C&O)Mark Little, Habitat International

Most affi liates want to start a ReStore but most aren't ready. Learn about critical infrastructure needed at your affi liate to ensure a successful start up. A business plan is a must. Knowing your market potential is essential to building a successful ReStore operation in your service area. Learn how to analyze your service area to strategically determine where to locate a store, and fi nd out if your affi liate is truly ready to open a store.

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Conference Schedule: Tuesday 17

SESSION THREE 1:15PM – 2:45PM

Construction Round Table (B&O)Russ Griffi th, Habitat International

A session designed to allow construction-based staff and volunteers to question, comment, advise, network, and solve related challenges. Find out how other affi liates are handling similar challenges. Learn new methods and ideas, and get answers.

Network for Good Fundraising Tutorial (New York)Emily Fox and Beth Resler, Habitat Indiana

Learn how to use the new tools for fundraising available to affi liates through the Network for Good. Set up your own campaign page and directly link it to your affi liate website. Learn how to mobilize your volunteers to do peer-to-peer campaigns using the software and fi nd out how to promote more donor engagement through your social media channels. Affi liates of all sizes can benefi t from this tool.

ECOA Phase and Fair Housing (Nickel Plate)Tera Doak, Habitat International

New regulations require us to change our practices in our family selection phase and in our interaction with potential partner families. This course will cover the rules and how they change the way we advertise, market, and interact with partner family applicants. This is a must-attend class for everyone involved in Family Selection.

Advanced Calyx Training (Milwaukee)Sue Chenevert, Habitat Louisiana

This hands-on training session will help affi liates learn to use Calyx more effi ciently. We will cover how to customize a fi le for your affi liate, create a Cardex database, and how to automatically download fl ood certifi cates, credit reports, and links to the work number for reference checks. This is beyond the basics and a deeper dive into the software capabilities. Participants should bring their laptops with the installed software to enhance the learning experience.

More Than a Budget: Cash Flow Forecasting for Affi liates(C&O)Todd Fox, Habitat International

Understanding the diff erence between cash fl ow budgeting and cash fl ow forecasting is important for affi liate leaders. Find out what tools are available to help affi liates with this and how to create reports for your board. Better budget planning will help the affi liate grow.

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Conference Schedule: Tuesday18

SESSION FOUR 3:00PM – 4:30PM

Costs, Pricing, and Payment for Repairs (B&O)Walter Fields, Habitat International

In this session, we will look at the policies needed to determine the full price of the repairs, how to price, what to charge, and how to get paid for the repair services you provide. We’ll also touch on State and Federal regulations for repair loans. After this class, affi liates will be able to start or adjust their repair activity to be (more) successful. Participants will leave with an understanding of why we charge for repairs, how to determine cost of repairs, the 4 recommended pricing models and how they work.

Habitat Home Investment Funding Opportunity (New York)Gina Leckron, Habitat Indiana

Learn how you can participate in the half loan/half grant partnership set up with IHCDA and Habitat for Humanity. Find out the requirements, the timelines, and the objectives of the partnership. Applications for more funding will be taken at the beginning of the year. You don’t want to miss out on these funds that can help us serve more families in Indiana!

Q&A with the Experts in Selection and Servicing (Nickel Plate)Tera Doak, Habitat International, and Sue Chenevert, Habitat Louisiana

Habitat leaders in MPAR will answer your frequently asked questions and address common problems that they’ve seen in the fi eld. This class will allow for attendees to get their questions addressed and hear best practices.

The Harvard Experience for Executive Directors (Milwaukee)Jim Williams, Habitat of St. Joeseph County, and Jim Morris, Greater Indy Habitat

Based on Harvard Business School's case study model, join diverse groups of executive directors to discuss leadership with an emphasis on practical application to leading a Habitat affi liate. The basis of discussion will be on the Harvard article by Clayton M. Christensen on Identifying and Developing Capable Leaders. Learners will receive study materials before the conference so they can prepare and maximize the eff ectiveness of group discussions and problem solving. Only 15 Executive Directors/CEOs may participate and must complete pre-work.

Neighborhood Revitalization Works in Indiana: A Case Study (C&O)Ray Montagno and Jena Ashby, Greater Muncie Habitat

Representatives from the Greater Muncie affi liate will be discussing how they implemented and maintain a successful Neighborhood Revitalization program at their affi liate. The conversation includes benefi ts and best practices as well as possible pitfalls. Learn about how this work has recharged the community and brought many blessings to its residents.

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Conference Schedule: Wednesday 19

POST CONFERENCE SESSIONS

Planned Giving: Getting the Proper StartPhil Purcell, The Fund Raising School - Lilly Family School of Philanthropy8:30AM - 5:00PM in Victoria Station A

$136 trillion will be transferred from traditionalists to baby boomers and the younger generations in the next 35 years, and a signifi cant share of this wealth is available for donation to the charitable sector. Respond to this opportunity by learning how to talk with current and potential donors about planned gifts that produce benefi ts now and in the future. IU Fund Raising School experts will teach you the ins and outs of planned giving through wills and bequests, appreciated property, charitable lead trusts, life insurance, retirement plans, charitable gift annuities, and remainder trusts. You’ll learn the technical aspects of these items as well as strategies for building a program that successfully markets and matches the right gift instrument to the right donor.

Class fee includes breakfast, lunch, and workbook for the course. This is a must-attend class for development directors and executive directors who want to build sustainability for their affi liate by capturing some of that $136 trillion.

Bridges out of Poverty: Strategies for Professionals and CommunitiesKaren Kallenberg, Habitat for Humanity of Colorado8:30AM - 4:30PM in Victoria Station B

This workshop is a comprehensive approach to understanding the dynamics that cause and support individual and systemic poverty. Bridges out of Poverty provides concrete tools and strategies to alleviate, reduce, and prevent poverty by looking through a socioeconomic lens.

Participants will review research, examine a theory of change, and analyze poverty through the prism of the hidden rules of class, family structure, language, and resources. Participants will hear overall concepts as well as specifi c strategies to improve outcomes for people living in poverty.

Learn about proven concepts, strategies, and approaches. This training has been used to assist employers, community organizations, social service agencies, and individuals gain insight and strategies. Karen Kallenberg, our certifi ed Bridges Trainer, is the Director of Capacity Building for Habitat Colorado and can help transfer these concepts to our Habitat world with concrete action steps for affi liates to better reach and understand our families.

Class fee includes breakfast, lunch, and a book for the course. This is a must attend class for any staff or volunteer that interacts with Habitat families on a regular basis, especially those involved in family selection and coaching.

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