Service Week Program Guide 2017

Zen Leadership: The Inner Work and Outer Skills to Bring Your Vision to Reality

Two-day workshop on Tuesday 9/5/17 and Wednesday 9/6/17
NB extended hours 8:30 am-5:00 pm both days (1 hour for lunch, 12-1 pm). Participants must commit to the whole workshop.

This 2-day immersion experience transforms your own body for leadership and gives you the centeredness, energy and agility to lead in disruptive times. Participants are asked to come with a specific leadership challenge, which will be a focus for applying the new inner condition and skills developed in these two days. You’ll discover in yourself four energy patterns that map to 4 essential modes of leadership and how to physically shift into any energy as needed. You’ll come away with concrete practices for: (1) shifting from reacting to transforming situations, (2) managing your energy and using the right energy at the right time, (3) influencing others and getting them moving with you, (4) discerning the opportunities in challenges, (5) improving your decision making amidst paradox, and (6) bringing your vision to reality. Moreover you’ll learn a physical form of Zen training, including meditation, that works with the body-mind as one and uniquely supports leadership presence, resilience and performance. This is not watered-down Zen or leadership light, but a full-strength combination taught by experts in both that will leave you better resourced to lead your organization toward its purpose.

ginny-whitelaw

Ginny Jiko Whitelaw is the founder of the Institute for Zen Leadership, a Zen Master in the Chozen-ji line of Rinzai Zen, as well as President of Focus Leadership. She is a recognized expert in leadership development and executive coaching and has authored 4 books, including The Zen Leader. She holds a Ph.D. in biophysics, combining a rich scientific background with senior leadership experience integrating NASA’s Space Station program, and more than 20 years developing global leaders. She led the development of FEBI® to measure 4 mind-body patterns of personality, and trains practitioners worldwide in using FEBI in their work. She has served as adjunct faculty to Columbia University’s senior executive program and developed leaders in top companies and not-for-profits primarily in healthcare, technology and education. She also teaches from firsthand experience leading two not-for-profit organizations herself.

Alex-Greene

Alex Greene, ordained as a Zen priest in 2008, and spent 3 years as a live-in trainee in the Chozen-ji line of Rinzai Zen under Yokoyama Roshi. He has more than 10 years of business experience, having run his own company in specialty woods and construction and is currently the owner of Red Beard Bodywork and structural integration. He holds numerous certifications in somatic practices, including in Zen bodytherapy, Integral bodywork, and TRE. He is a faculty member and bodywork coordinator for the Institute for Zen Leadership, having taught in numerous programs, and developed and led the BodyZen program.

Fundraising From the Heart

Full day intensive (Tuesday morning and Tuesday afternoon). Participants must commit to the whole workshop.

Does the idea of asking for money intimidate you? Does a reluctance to fundraise prevent your organization from fulfilling its mission? Do you long for a robust and enthusiastic fundraising team? You can shift what may seem like the “necessary evil” of fundraising into the most exciting and fulfilling expression of your organization’s mission. Anyone with a passion for their cause can be effective in asking others for money. You can learn to design compelling, irresistible conversations about your work that inspire donors to contribute.

In this workshop you will examine your preconceived notions of what it means to ask for money and be empowered to share your organization’s vision and mission in an inspirational and motivational way. You will not only learn how to channel your passion into successful fundraising strategies that truly express and fulfill your organization’s highest mission but how to do so with greater confidence and efficacy.

Boards of Directors, Executive Directors, Development Directors and volunteers of social profits who want a breakthrough in their capacity to raise money will discover innovative new strategies to achieve extraordinary fundraising results. As a result of this workshop you will:

  • Design successful fundraising conversations.
  • Discover the essence and heart of your organization’s mission.
  • Learn how to build an effective, inspired and winning fundraising team.Strengthen your ability to sustain long-term donor relationships.
  • Become grounded in the principles of effective generative fundraising.

Lynne_Twist

For more than 40 years, Lynne Twist has been a recognized global visionary committed to alleviating poverty, ending world hunger and supporting social justice and environmental sustainability. Lynne Twist is the author of the best-selling book, The Soul of Money, which examines our attitudes toward money and offers compelling insight into our lives and the essence of prosperity. From working with Mother Teresa in Calcutta, to serving in refugee camps in Ethiopia, and preserving the threatened rainforests of the Amazon, Lynne’s on-the-ground work has brought her a deep understanding of the social tapestry of the world and our current historical landscape. Lynne was recently interviewed by Oprah Winfrey for the show Super Soul Sunday, which will air on April 23, 2017.

Sara_Vetter

Sara Vetter is currently the Business Development Director at the Soul of Money Institute, where among other things she works closely with the Nobel Women Peace Prize Laureates in funding their work globally. Sara has traveled to the DRC (Democratic Republic of Congo), Dharmsala, Liberia and Ethiopia for a delegation in support of a worldwide campaign to end violence against women and girls as tools of war.

Sara also does speaking engagements and co-leads Fundraising workshops with Lynne Twist.

In addition, she is the Major Gifts Officer for Pachamama Alliance, where she leads immersion trips into the Amazon rainforest to educate philanthropists, business owners, executives and entrepreneurs in the culture of the indigenous people of Ecuador.

Reboot Intensive

Full day intensive (Tuesday morning and Tuesday afternoon). Participants must commit to the whole workshop.

During this day-long intensive participants will experience a transformative dive into their authentic selves through radical self-inquiry, shared experiences, and reflective dialogue. The outcome of this workshop will be connecting more deeply to your true leadership capacity and doing so in a way that fits deeply with who you really are. The workshop will be a condensed version of the renowned “CEO Reboot Bootcamp” led for founders and leadership teams in the tech world and beyond.

JerryColonna

“The best way to overcome the inevitable loneliness of life at the top may be to connect and mindfully attend to the process that’s already underway – the unconscious sharing that undergirds every relationship.” –Jerry Colonna

Jerry Colonna is an executive coach who uses the skills he learned as a venture capitalist to help entrepreneurs. He draws on his wide variety of experiences to help clients design a more conscious life and make needed changes to their career to improve their performance and satisfaction. (Read Jerry’s thoughts on coaching & speaking here.) Previously he was a partner with JPMorgan Partners (JPMP), the private­ equity arm of JP Morgan Chase. He joined JPMP from Flatiron Partners, which he launched 1996 with partner, Fred Wilson. Flatiron became one of the most successful, early­stage investment programs in the New York City area. At Flatiron, Jerry was responsible for a wide range of the firm’s investments including Geocities Inc., Gamesville Inc., Vertical One Inc., and The New York Times Digital.

Khalid-Halim

There is fundamental shift happening in the way people view work. It’s not just a job or a paycheck anymore. Our work is the expression of our natural gifts intersecting with the needs of the world. This is the purest realization of human potential.” -Khalid Halim

Khalid Halim is a certified professional coach and founder of Reboot.io. Clients praise Khalid’s insight and empathy, as well as his ability to transform complicated webs of story into simple strings of actionable steps. He works with founders and leadership teams looking to move through change and growth purposefully. His guiding purpose is to empower the people who will build the organizations he wants to see in the world his children will grow up in. Khalid has over ten years experience working in startups, both as a founder and turnaround CEO.

Strategic Planning – A case study

Tuesday morning 9/5 -three hours
Repeated on Wednesday morning 9/6 – three hours
Repeated Friday morning 9/8 – 2 and 1/2 hours

Have you ever wondered if there is a better way to do strategic planning than meeting one day for a few hours? There is! Please join us for a case study of the Center for Excellence in Nonprofits strategic planning process which included multiple strategic board discussions, research, board retreat that all culminated into their new strategic plan.

Get a roadmap on how to lead an in-depth strategic planning process of your own.

Amari-Romero-Thomas

Prior to creating Mosaic, Amari Romero Thomas spent over 20 years in the non-profit and corporate sectors as a Senior Consultant, Executive Director, Philanthropy executive, VP of Sales, Human Resources Manager, and numerous other managerial positions. Most recently she was Senior Consultant for La Piana Consulting, Senior Vice President for Community Building and Impact for the United Way of Silicon Valley and Executive Director for Sacred Heart Community Services. She also held consulting positions at CompassPoint Nonprofit Services, Drake Beam Morin Consultancy, and the Covey Leadership Center.

Amari’s warm and effective style allows her to build rapport easily and quickly with all levels of employees. This is essential in working with groups, on issues of culture and re-alignment as well as individual coaching. She brings her years of business, consulting, and coaching experience to bear on issues in a thoughtful and practical way.

An Introduction to Conflict Mastery

Tuesday 9/5 at 10:00 for 2 hours

This workshop introduces an overview of a set of deeply illuminating and empowering practices — the Disciplines of Conflict Mastery — that allow people to embrace the profound wisdom of moving beyond the typical approaches toward conflict.

Jennifer Goldman

Dr. Jennifer Goldman-Wetzler is an organizational psychologist and the Founding Principal of Alignment Strategies Group. For two decades, Jennifer has consulted to senior leaders at global corporations in a wide range of industries as well as at large non-profit and governmental institutions.

In the corporate arena, Jennifer helps senior executives and their teams lead change, specializing in four sectors: technology, pharmaceutical, and financial and professional services.  In the technology sector, a partial list of clients includes: Advantest, IBM, Intel, and Laird; in the pharmaceutical sector: Abbott Laboratories, Bayer, Eli Lilly, Millennium, Novartis, and Vertex Pharmaceuticals; and in financial services: Bank New York Mellon, Barclays, Citigroup, GE Capital, and Moody’s.

In the public sector, Jennifer has consulted to large non-profit and governmental institutions including:  the American Association of Museums, the Financial Women’s Association, Jazz at Lincoln Center, the Keystone Center, the New York City Department of Education, Oxfam America, and the United Nations.

Eden Abrams

Eden Abrams is a dynamic executive coach who draws on her professional development expertise and business acumen to help individuals, teams and organizations achieve their goals. She is skilled at building highly collaborative relationships with people from diverse backgrounds and cultures.

Eden has partnered with senior executives and emerging leaders from a wide variety of fields and companies including A+E Networks, Broadridge, BuzzFeed, Columbia University, Diageo, Food Network, Khan Academy, Loews Hotels and Resorts, The New York Public Library, Reddit, UCLA and The Walt Disney Company. She enjoys mentoring up-and-coming talent as well, which she does as a coach and facilitator at New York University’s Stern School of Business. She is also an instructional consultant for adjunct professors in Stern’s Teaching Effectiveness Program (STEP) and facilitates peer learning groups for leaders from high growth, VC-backed technology companies.

Jo Ilfeld

An executive leadership coach, Jo Ilfeld Ph.D. works with C-suite leaders, executives and high potential managers to create more impact and influence in their organizations. She works with individuals, teams and organizations on 4 core areas of leadership development: Jo has successfully coached executives and managers, including CEOs, CFOs, Directors and Senior Managers, especially in the field of technology. Her coaching process includes identifying key strengths, creating a clear vision and strategic plan, engaging others in your vision, and key learning through action-taking, with Jo’s ongoing feedback, troubleshooting and accountability.

Jo works with leaders to shift how they manage time, tasks and people for maximum impact and effectiveness. This may include personal productivity, training staff to make their own decisions, building a culture of motivation and loyalty, or learning how to delegate effectively.

Individual leaders and leadership groups need to get things done. Jo helps fast track the habits, communication skills and interpersonal fluency required to move others to action and get great work done.

Leadership presence and powerful body language communicate a strong message. Jo’s focus is on helping leaders effectively communicate with others, both verbally and without saying a word.

Authentic Leadership, Trust Building in Teams

Tuesday 9/5/17 morning – 3 hours
Repeated Wednesday 9/6/17 morning– 3 hours

In this workshop, we will explore what it means to be an authentic leader, and to take responsibility for being the initiator of trust on your team. The value of trust, and the rewards it brings to a team committed to building strong relationships with each other, and shared understanding of purpose, will be developed and discussed, with exercises to demonstrate practices you can take back to your organizations.

Scott-kriens

Scott Kriens, co-Founder of 1440 Multiversity and chairman and former CEO of Juniper Networks, has been in the technology industry for more than 35 years. Holding early sales and operations roles at Burroughs Corp and Tandem, Kriens moved to EVP of Sales and Operations at StrataCom before helping found Juniper Networks in 1996. During his tenure, he served as chairman and CEO, growing the company to more than 10,000 employees in over 100 countries worldwide and $4 billion in revenue, and remains chairman today.

Passionate about authenticity in relationships, in 2010 Kriens and his wife Joanie founded 1440 Foundation and are now building 1440 Multiversity, a state-of-the-art immersive learning destination opening in May 2017 in Santa Cruz County, CA. The 75-acre campus will offer weekend and 5-day courses taught by world-class faculty, house up to 375 guests and support individuals in leading more integrated lives.

Unleash the Power of VISUAL NOTE TAKING

Tuesday morning 9/5/17 – 3hours
Repeated Thursday afternoon 9/7/17 – 3 hours

Long before the computer or telephone or even the written word, humans shared ideas with pictures. It’s our most basic language, and even today it’s still one of our most effective ways to communicate.

So what is visual note taking? Quite simply, it’s the process of capturing and organizing information using a combination of words and images. It’s a technique that will allow you to maximize the effectiveness of your meetings, and harness the “group genius” in the room.

Why is visual note taking important for you and your colleagues?

  • Visual imagery holds the attention of the participants
  • Using visual metaphors allows brain to “fill in the gaps”
  • Changes thinking patterns and language
  • Creates common understanding
  • Organize, simplify and synthesize information
  • Allows for new perspectives

Studies have shown that people were better at remembering a list of words when they made simple, quick drawings.
We call it the rule of thirds in memory retention:

  • Words only 10%
  • Pictures only 35%
  • Words and pictures 65%

Do you need to be an artist to be a visual note taker? NO! In fact in many ways, the simpler the imagery, the more effective the message is! Like all things in life it does take practice, but with the fundamentals you’ll learn in this workshop, you will be a visual note taker by the time we’re done!

Orion-Simprini

Orion Simprini is a Multi-Media Artist born and raised on the beautiful shores of New Jersey. Orion discovered his talent for Graphic Facilitation partly by mistake… Responding to a Craigslist ad, staffing a corporate event, he was given some white-board makers and asked to take notes during a meeting. Who would have guessed that all those years of doodling in English class would finally pay off??
Today Orion travels the globe helping Business Leaders, Entrepreneurs, and Social Advocates illustrate their thoughts and present big ideas to their colleagues. His clients include fortune 500 companies specializing in Health, Science, Energy and Technology as well as Leading Non-Profit organizations committed to Entrepreneurship and Education.

Fundraising Excellence

Tuesday morning 9/5/17 – 3 hours
Repeated Thursday morning 9/7 – 3 hours
Repeated Friday morning 9/8 – 2 and ½ hours

This workshop is for those nonprofit staff and board members who want to increase their understanding and effectiveness in the all-important realm of fundraising. This may include everyone! Diane’s 25 years of experience will help those who attend get a better understanding of the relationships between organizations and donors, and will help board members learn how they can best help their organizations in the fundraising effort. So often fundraising is seen as a necessary evil or something to be avoided whenever possible. This workshop will help you understand how to make fundraising a more enjoyable and effective use of your time and you will also learn very specific approaches and best practices that all successful fundraisers use. You’ll come out of this workshop with new insights methods you can use immediately in your organization.

Diane-Parnes

Diane Parnes is Principal of Parnes Philanthropic Consulting specializing in Board Governance & CEO Coaching. She has supported the growth and development of the Silicon Valley region’s social and philanthropic sectors for the last 25 years. Her professional career spans the private, public and independent sectors including work in the fields of arts and education, health and human services, affordable housing, children’s literacy, civic and corporate volunteer engagement as well as capacity building for nonprofit and philanthropic institutions.

Diane’s leadership roles have included professional fundraiser, marketing officer and executive director of four regional nonprofits, high-tech global corporate grantmaker and employee engagement director, family foundation executive (Sobrato Family Foundation and now Sunlight Giving Foundation), donor partner of a venture philanthropy giving circle (Silicon Valley Social Venture Fund-SV2), and social impact philanthropy advisor to local and national nonprofits and foundations. Her consulting practice, Parnes Philanthropic Consulting, specializes in Board Governance and CEO Coaching.

Difficult Conversations

Tuesday morning 9/5/17 – 3 hours
Repeated Wednesday morning 9/6/17 – 3 hours

One of the most challenging aspects of our personal and professional lives is having difficult conversations. This workshop will help you prepare for your own difficult conversations – starting with before they occur, how to work through them and then following up.

Kathy-Burke

Kathy Burke has been providing executive coaching and consulting services to executives, managers, teams, and individual contributors at organizations in the business, educational, and social sectors since 1999. Clients include Stanford University, HP, Agilent, Novartis, Kaiser, and Charles Schwab. Clients also include Executive Directors, managers, and Boards of non-profit organizations in the areas of health, human services, arts, environment, and education including Pacific Autism Center for Education (PACE), the YMCA, and Family Supportive Housing.

A senior manager with Hewlett-Packard for over 18 years, Kathy managed and led teams as well as programs and projects in Customer Relationship Management, Finance, IT, Global Diversity, and Corporate Staffing. She also designed and delivered employee training programs and workshops on subjects ranging from effective communications, finance for non-financial managers, and change management, to online customer privacy.

Strengthening Social Impact: A Workshop on Scaling Your Nonprofit

Tuesday afternoon 9/5/17 – 3 hours
Repeated Wednesday afternoon 9/6/17 – 3 hours
Repeated Thursday afternoon 9/7/17 – 3 hours

This workshop presents academic research and frameworks for considering a nonprofit’s social impact and options for strengthening or scaling impact. There will be substantive table-group work to apply this research to individual choices about growth ahead. There is some advance reading and participants are encouraged to represent their nonprofits in teams of two or more for maximum impact.
At each stage of organizational growth, good nonprofits ask themselves:
“What is my unique contribution to society?”
“How do I frame and consider my value equation… called the bang for the buck?”
“What choices do I make in terms of scaling impact deeper or broader?”

In this workshop, participants consider research-based frameworks and will develop or refine their theories of change, explore organizational “hedgehogs”, learn to measure their impact, and address risk and readiness factors for scaling impact either deeper or broader. Participants will develop plans for future board-staff discussions about topics that frame strong strategic plans.

Carol Gray

Carol Burke is a consultant helping nonprofit and foundation leaders evolve strategies for social impact and grant making. As founder of seven initiatives with award-winning local and national impact Carol has thirty years’ experience in social sector networks across fields of education, poverty, children-youth-and-families, and the environment. Carol is also an experienced facilitator of strategic planning, design-thinking and program development for all-size organizations. Carol is a connector of practitioners to each other and to academic research and provides leadership coaching for executives; focus includes growing impact and change management.

Overview Talk on Mindful Leadership

Tuesday afternoon 9/5/17 – 2 hours
Repeated Thursday morning 9/7/17

Within each of us is the potential to lead with excellence and influence in ways that make positive differences in our organizations, our families, and our communities.
But it’s hard to reach our potential for excellence when we are so busy trying to stay current that there is no time to focus on the big picture. As we scurry through back-to-back meetings, fend off constant “emergency” interruptions, and scramble to react to change, we also lose our ability to respond with clarity, creativity, and compassion.
In this daylong workshop, you will learn to cultivate the innate abilities of your mind, and approach everyday situations with greater authenticity and focus. The Mindful Leadership Institute’s day-long training has been successfully used with organizations around the world for more than a decade.
Using the curricula described in Janice Marturano’ s international best-selling book, Finding the Space to Lead, you will leave the workshop with the tools to help you incorporate mindful leadership training at work, at home, and in every aspect of life.

Carol-Hyman

Carol Hyman, a project manager, writer, teacher, coach, and consultant, comes to the Institute for Mindful Leadership drawing on expertise garnered in a variety of professional fields. She is a Senior Instructor at the Institute for Mindful Leadership. From her time as a business owner, a manager in social services, the director of a non-sectarian meditation program, and a project manager she has gained a great deal of entrepreneurial experience.

Carol has consulted in conflict resolution and enhanced communications ranging from one-on-one mediation to facilitating board retreats. Her project management skills have served numerous non-profit groups and for the past fifteen years have been in the service of the estate and family of Charles and Anne Morrow Lindbergh. A practitioner of mindfulness and other contemplative disciplines for almost four decades, Carol has taught these practices extensively throughout the United States and Canada and as far away as New Zealand, to groups large and small including professional organizations, non-profit boards, and college students. Having recently served as editorial project manager for a previously unpublished collection of the writings of Anne Morrow Lindbergh, she is presently working on her own book, Salvaging Sanity. Carol lives in Vermont with her husband Patton.

Practical Ways to Do Great Work and Have a Life, too!

Tuesday afternoon 9/5/17 – 3 hours

RENEWing is for people willing to wonder and quest, people willing to think and explore.
“What are the results? Lives, relationships, communities, companies and organizations with increased tensile strength and resilience.”

We will explore all dimensions of change such as opportunity, risk, and decision making, along with the option to choose our own attitudes. Tough transitions, losses, rituals, and data-based suggestions for health maintenance also provide subject matter. Learning how to say “No” and how to gather or re-gather allies, mentors, and other healthy relationships are high on the agenda as well. Self-awareness and self-advocacy, of course, are key.

Linda-Hawes-Clever

Dr. Linda Hawes Clever is President of RENEW, a not-for-profit aimed at helping busy, devoted people, including leaders, manage their competing commitments and sustain (or regain) their enthusiasm, effectiveness and purpose. She is founding Chair of the Department of Occupational Health at California Pacific Medical Center, a member of the Institute of Medicine of the National Academy of Sciences, Clinical Professor of Medicine at UCSF and a former editor of the Western Journal of Medicine. Dr. Clever received undergraduate and medical degrees from Stanford University. She has written numerous papers, chapters, articles, and editorials. Her areas of special interest include personal and organizational renewal; the interactions of life, work and health; and leadership. Dr. Clever served on the Stanford University Board of Trustees, chaired the Board of KQED, and is past president of the Western Association of Physicians.

Systems Entrepreneurship: A How-To Guide for a New Action Paradigm

Tuesday afternoon 9/5/17 – 90 minutes
Repeated Wednesday morning 9/6/17 – 90 minutes

The problems we seek to solve—from failed school systems to infectious disease—are too big and tangled for any single organization to address, no matter how innovative or well-funded. We need “systems entrepreneurs” who see large-scale problems require close collaborations across sectors–including governments, nonprofits, and businesses. This workshop will introduce the concept of systems entrepreneurship as an approach to drive large-scale change. We’ll hear case studies of systems entrepreneurs at work, and you’ll discuss with peers successful methods to repair unjust systems.”

Jeff Walker

Jeff Walker is Chairman of New Profit, a social change investment fund and is Vice Chair in the United Nations Envoy’s Office for Health Finance and Malaria. He also currently serves on the Boards of The University of Virginia, Berklee College of Music, The Miller Center, Grammys Music Education Coalition, Just Capital, AmpUP, AMP for Health and University of Virginia’s Undergraduate Business School, where he was President for ten years. He is a partner in Bridge Builders investment fund. Jeff is Co-Founder and Co-Chairman of The Quincy Jones Musiq Consortium, was Chairman of The Council of Foundations at University of Virginia (UVA), serves on the Dean’s Board of Advisors and was on the Visiting Committee at the Harvard Business School and is on the Advisory Boards of MIT Media Lab, Center for Contemplative Sciences at UVA (which he chairs), Harvard School of Public Health, Brookings Metropolitan Council, and the Blue School.

Lessons from the Front Lines: Creating Long-lasting Change for Good

Tuesday afternoon 9/5/17 – 3 hours

Details to follow

Conflict Free: Mastering Difficult Conflicts

2pm Tuesday – 5 pm Thursday
NB: this workshop can only accommodate 16 people due to its intensive nature and participants must commit to the entire workshop

This workshop introduces a set of deeply illuminating and empowering practices — the Disciplines of Conflict Mastery — that allow people to embrace the profound wisdom of moving beyond the typical approaches toward conflict. Using a combination of interactive lectures, experiential exercises, mindfulness practices, and small- and large-group discussions, you will discover the power within to master even the toughest conflicts– at work, in the community, and at home—and to help others do the same. You will increase your awareness of how you typically respond to conflict, explore the characteristics that all difficult conflicts have in common, and apply the Disciplines of Conflict Mastery to sustainably transform a conflict situation that is important to you.

In this experiential workshop, you will learn how to:

  • Map out complex conflict
  • Accept the Three Realities of difficult conflict
  • Transform difficult, and even taboo, emotions
  • Identify your ideal and shadow values
  • Imagine and reality-test Optimal Outcomes
  • Develop the courage required to bring lasting change to difficult conflicts.

You will leave empowered to successfully address your own and others’ difficult conflicts with newfound freedom and ease. This workshop places as much emphasis on learning a new methodology as it does on applying the concepts to conflict situations from real life. The entire purpose of the workshop is to equip you with the mindsets, practices, tools and skills to personally transform the relationships, teams, communities and world around you.

Jennifer Goldman

Dr. Jennifer Goldman-Wetzler is an organizational psychologist and the Founding Principal of Alignment Strategies Group. For two decades, Jennifer has consulted to senior leaders at global corporations in a wide range of industries as well as at large non-profit and governmental institutions.

In the corporate arena, Jennifer helps senior executives and their teams lead change, specializing in four sectors: technology, pharmaceutical, and financial and professional services.  In the technology sector, a partial list of clients includes: Advantest, Amdocs, CSC, Cyrus Innovation, General Dynamics, IBM, Intel, and Laird; in the pharmaceutical sector: Abbott Laboratories, Actelion Pharmaceuticals, Bayer, Eli Lilly, Millennium, Novartis, Shire, and Vertex Pharmaceuticals; in financial services: Bank New York Mellon, Barclays, Citigroup, GE Capital, and Moody’s; and in professional services: Cornerstone Research, Innosight, KPMG, Lexis Nexis, and Navigant.  In the public sector, Jennifer has consulted to large non-profit and governmental institutions including:  the American Association of Museums, the Financial Women’s Association, Jazz at Lincoln Center, the Keystone Center, the New York City Department of Education, Oxfam America, and the United Nations.

Eden Abrams

Eden Abrams is a dynamic executive coach who draws on her professional development expertise and business acumen to help individuals, teams and organizations achieve their goals. She is skilled at building highly collaborative relationships with people from diverse backgrounds and cultures.

Eden has partnered with senior executives and emerging leaders from a wide variety of fields and companies including A+E Networks, Broadridge, BuzzFeed, Columbia University, Diageo, Food Network, Khan Academy, Loews Hotels and Resorts, The New York Public Library, Reddit, UCLA and The Walt Disney Company. She enjoys mentoring up-and-coming talent as well, which she does as a coach and facilitator at New York University’s Stern School of Business. She is also an instructional consultant for adjunct professors in Stern’s Teaching Effectiveness Program (STEP) and facilitates peer learning groups for leaders from high growth, VC-backed technology companies.

Jo Ilfeld

An executive leadership coach, Jo Ilfeld Ph.D. works with C-suite leaders, executives and high potential managers to create more impact and influence in their organizations. She works with individuals, teams and organizations on 4 core areas of leadership development: Jo has successfully coached executives and managers, including CEOs, CFOs, Directors and Senior Managers, especially in the field of technology. Her coaching process includes identifying key strengths, creating a clear vision and strategic plan, engaging others in your vision, and key learning through action-taking, with Jo’s ongoing feedback, troubleshooting and accountability.

Jo works with leaders to shift how they manage time, tasks and people for maximum impact and effectiveness. This may include personal productivity, training staff to make their own decisions, building a culture of motivation and loyalty, or learning how to delegate effectively.

Individual leaders and leadership groups need to get things done. Jo helps fast track the habits, communication skills and interpersonal fluency required to move others to action and get great work done.

Leadership presence and powerful body language communicate a strong message. Jo’s focus is on helping leaders effectively communicate with others, both verbally and without saying a word.

Finding Your Leadership Mojo – Orchestrating Excellence

Tuesday afternoon 9/5/17 – 3 hours
Repeated Tuesday night 9/5/17 7:30-9:30pm – 2 hours
One of the most gratifying and important aspects of being an effective leader is coming up with creative, innovative ideas that are inspiring and successful. This program focuses on enhancing creativity and improving group-dynamics by leveraging the power of play—music making, improvisational theatre, and storytelling—in order to optimize your capacity to lead, collaborate, and navigate uncertainty.

This hybrid method, created by musician, executive coach, and experience designer Gary Muszynski, uses rhythm and music to diagnose and harmonize group dynamics and collective intelligence. Using instruments from around the world, movement, theater games, improvisation, journaling, discussion, and sharing of insights, musicians and non-musicians alike will learn:

  • Tools for auditioning talent and putting together effective work “ensembles”
  • Games for engaging groups using rhythm and music
  • To connect with an audience by creating resonant stories
  • Three distinct ways to navigate uncertainty
  • Skills to share your vision authentically with others.

Discover uplifting and unique ways to cultivate a collaborative spirit and deeper engagement among groups and audiences in ways that will bring meaningful connection to all areas of your life. Have fun, boost your brain’s capacity to solve problems, and experience personal and professional renewal.

gary-muszynski

Gary Muszynski, much sought after as a keynote speaker, consultant, and executive coach, is a recognized leader in the application of music and the performing arts to leadership, collaboration, and workplace innovation.

An educator, facilitator, instructional designer, and musician, Gary is chief engagement officer for Orchestrating Excellence, a global consulting and learning firm committed to helping individuals, groups, and organizations with collaboration and out-of-the-box thinking by leveraging the power of music. Throughout the past 27 years, the firm‰’s curricula and programs have impacted more than 100,000 leaders, managers, and individuals worldwide. In addition to having worked for Xerox PARC as the lead research consultant, and serving many top Fortune 500 companies including Genentech, Wells Fargo, Pixar, Cisco, Starbucks, and Disney

David Worm

A native of Oakland, California, David Worm began his singing career in 1985 with the Bay Area groups Jazz Mouth and Vocal Front. In 1989 he became a founding member of Bobby McFerrin’s Voicestra and has remained a regular performer with McFerrin, featured on recordings, videos, and touring internationally. Most recently, David performed with McFerrin at the San Francisco debut of McFerrin’s Vocabularies with the Pacific Mozart Ensemble.

David is also a founding member of the a cappella group, SoVoSo, an internationally acclaimed vocal ensemble which has released six albums and tours worldwide. Other current performing projects include touring and teaching in the innovative improvisational trio, WeBe3, where he teams up with dear friends and vocal powerhouses Rhiannon and Joey Blake, collaborating with spoken word artist PC Munoz and his band Left Hook, and singing and performing with the Bay Area’s Miribai Ensemble. David has over fifty recording credits as a session singer, vocal percussionist, and writer, and his original music has been recorded by groups both nationally and internationally.

Tony Glazer and Band concert

Tuesday evening 9/5/17 – 7:30 – 9:30pm

Tony GlazerInternational touring and recording artist, Tony Glaser, is a funky bass playing, high-energy frontman with an impressive knack for getting the audience to do his bidding. Fortunately, his bidding is dancing, smiling, feeling the moment, singing, rocking out, and sharing a unique experience together. It is hard to stand still at his shows, since they are funky dance parties that totally rock, and rest assured he’ll find a way to engage each and every person in the crowd.

Based out of San Francisco, CA, he has played all over the world. Some highlights include performing for the troops in Iraq, playing for orphans in Bali, getting funky in Tokyo clubs, guerrilla playing the Super Bowl and U.S. Capital, rocking the upright bass with G.Love, and his band opening up for the Rock & Roll Hall of Famers, Cheap Trick.

He is a sought after bass player for studio and live performances, and currently is touring with the Tony Glaser Band.

PRESS:
I got to tell you, you sounded great, really great. Different you know, but appealing to I think masses. You don’t see guys like you guys around, you know? You got good songs, good melodies, and that’s cool.
Robin Zander – Lead Singer of Cheap Trick, 2016 Rock And Roll Hall of Fame Inductee

There’s no denying that Glaser’s fat bass grooves and staccato melodies turn frowns upside down and get a body moving. These tunes turn a regular night into a full-on dance party.
Amy Bee – Sacramento’s News & Entertainment Weekly

Tony Glaser’s bass is like a portable dance party, whether in a living room or on a stage, he starts to play, you want to dance.” – BrokeAssStuart.com

The Giving Code: Presentation & Interactive Workshop on Silicon Valley Nonprofits & Philanthropy

Tuesday Evening 9/5/17 – 2 hours
Repeated Wednesday evening 9/6/17 – 2 hours
Repeated Thursday evening 9/7/17– 2 hours

Why are Silicon Valley community-based organizations struggling to meet demand in one of the wealthiest and most sophisticated regions in the world? Why aren’t more Silicon Valley philanthropists directing their dollars toward local organizations and issues—in addition to national or global causes—and why hasn’t more entrepreneurial ingenuity been harnessed to solve local problems? What is the cause of these disconnects, and how might we help bring these two groups together in service of shared community?

These are questions we set out to answer in a new report The Giving Code: Silicon Valley Nonprofits and Philanthropy. Funded by The David and Lucile Packard Foundation, and supported by 13 partners and 19 advisors, this report reflects a year of research and analysis, and conversations with more than 300 community stakeholders—from high net worth individuals and their advisors, to leaders of community-based organizations.

The Giving Code builds on work that others have done, but also breaks new ground, providing a holistic portrait of the region’s nonprofit and philanthropy ecosystems—their size and shape, how they operate, where and why they do or do not intersect. In it, we examine and challenge Silicon Valley’s emerging “giving code,”—an implicit approach to philanthropy embodied by new hi-tech donors—exploring the divides that exist between local philanthropists and community-based nonprofits, and sharing ideas for how to bridge the gaps.

Heather-Mcleod-Grant

Heather McLeod Grant is the co-founder of Open Impact and a social entrepreneur, author, and consultant with 25 years of experience in social change. She is coauthor of the bestselling Forces for Good: The Six Practices of High-Impact Nonprofits, named a Top Ten Book of the Year by The Economist, and numerous case studies, articles, and other publications. Previously she was the principal of McLeod-Grant Advisors. Heather helped lead the nonprofit practice at Monitor Institute and served as a McKinsey & Company consultant. She began her career as an Echoing Green Fellow when she cofounded Who Cares, a national magazine for young social entrepreneurs published from 1993 to 1999. She is a Venture Partner with Draper-Richards-Kaplan and has served on numerous local, national, and global nonprofit boards. She holds an MBA from Stanford University and an AB from Harvard University.

Alexa Cortes Culwell

Alexa Cortes Culwell is the co-founder of Open Impact and a longtime philanthropy advisor, speaker, and facilitator. For the past 25 years she has built and managed foundations and philanthropic initiatives for successful entrepreneurs, including serving as the founding CEO of the Charles and Helen Schwab Foundation. She recently completed a four-year appointment as a visiting practitioner at Stanford University’s Center on Philanthropy and Civil Society. Prior to Open Impact, Alexa founded the strategic advisory firm Philanthropy Futures in 2011. She has served on the Center for Effective Philanthropy’s board for more than a decade, and has been a long-standing board member of New Door Ventures. Her work has been cited in Harvard Business Review and Stanford Social Innovation Review. Alexa earned her undergraduate degree from UC Berkeley and a Master of Nonprofit Administration from the University of San Francisco.

Board Recruiting and Retention

Wednesday morning 9/6/17 – 3 hours

One thing is constant – our organizational needs and boards are always changing. An effective nonprofit board recognizes this (and plans for it!) by developing processes to ensure an ongoing, healthy board. In this workshop, you will learn to match board recruiting strategies to your organization’s mission. We will explore tactics for effectively identifying what board talent your organization needs to achieve your impact goals, offer practical ways to find and develop these board candidates, and discuss strategies to keep them engaged once they’ve joined the board. We recommend your ED and board member(s) attend this workshop together.

Outcomes:

  • Learn the nine key steps to finding, recruiting, and engaging nonprofit board members
  • Identify ideas and resources for improving the composition and effectiveness of your board
  • Leave with templates to board agreements and work plans to transform your board into a strategic asset
  • Develop a “recruiting map” to identify who you need on the board and how to find them (including LinkedIn and other recruiting tools)

Jennifer-Simmons

Jennifer Simmons has over 20 years of experience in the public, high tech and non-profits sectors. In June 2014 she became a BoardSource Certified Governance Trainer and now works with local nonprofit boards through the Center for Excellence in Nonprofits Governance House Calls program. Most recently Jennifer has worked with Habitat for Humanity Silicon Valley as their Executive Director and in 2012; she led the organization through a strategic merger. Prior to joining Habitat, Jennifer worked at Infineon Technologies and for local County and State elected officials. Jennifer is a 2010 graduate of CEN’s Leadership Institute and in 2012 she was named one of the “100 Women of Influence in Silicon Valley” by the San Jose Business Journal. Jennifer is currently a member of the San Jose Downtown Rotary Club. Jennifer holds a Bachelor’s Degree from the University of Santa Cruz in Political Science.

Developing a High Performing Nonprofit Team

Wednesday morning 9/6/17 – 3 hours

An effective team is a great asset to your organization; an ineffective one can damage productivity and morale, and can be detrimental to your long-term organizational health. Teams are made up of individuals with different work experience and backgrounds, each with his or her own working style and expertise. Learn how to use an understanding of individuals’ social styles and values to create better teams, leverage assets, and help existing teams work together more effectively. Participants will discover ways to identify barriers, such as implicit vs. explicit agreements, explore how to use team charters to set up your team for success, as well as tips for great team meetings. You must register in groups of at least two team members … we encourage full team participation for maximum impact!

Donna-Wies

As a Senior Consultant at the Center for Excellence for Nonprofits (CEN), Donna Wies provides training, consulting, and facilitation services to our nonprofit clients. Prior to joining CEN, Donna was an independent consultant working with nonprofit organizations and water utilities in the areas of board governance, strategic planning, performance measurement, facilitation, succession planning and organizational effectiveness. She has over 15 years of experience helping government and community benefit organizations achieve their missions. Donna holds a Bachelor’s degree from University of California Berkeley, Certificates in Nonprofit Management, and Quality Management, and is a BoardSource Certified Governance Trainer.

The Happy, Healthy Nonprofit: Self-Care for Nonprofit Professionals

Wednesday morning 9/6/17 -3 hours
Repeated Friday morning 9/8/17 – 2 and ½ hours
It’s time you start taking care of yourself! An organization’s work may be mission-based, but its people are mission critical. If you are burned out, you can’t serve your stakeholders, or succeed in your career … or more importantly, deliver your nonprofit’s mission.

Nonprofits are operating in a climate of uncertainty and limited resources which requires resilience for high performance. The passion that we as nonprofit professionals feel for our work is a double-edged sword. On the one hand, that fervor helps us keep going in the face of difficult challenges. On the other hand, we can be so driven that we don’t stop to refuel, smell the proverbial roses, or even notice that we are experiencing symptoms of burnout. Join us for a session with Beth Kanter and learn how to break this detrimental cycle. This interactive workshop is based on her new book, The Happy Healthy Nonprofit: Strategies for Impact Without Burnout.

*Take a self-assessment to determine burnout symptoms and opportunities to create self-care habits
*Discuss and share tips and methods for self-care activities that go beyond physical health
*Make a commitment to implementing one small self-care activity post workshop

Beth Kanter

Beth Kanter is a well-established international leader in nonprofits’ use of networks, data, and learning. Her first book “The Networked Nonprofit,” introduced the sector to a new way of thinking and operating in a connected world. Her second book, “Measuring the Networked Nonprofit,” is a practical guide for using measurement and learning to achieve social impact.   She published her third book “Happy, Healthy Nonprofit: Strategies for Impact without Burnout” in 2016.   She is the author of Beth’s Blog where she writes about networks, data, learning, training and facilitation techniques and self-care, one of the longest running and most popular nonprofit blogs.

Beth has over 35 years working in the nonprofit sector in technology, training, and capacity and has facilitated trainings for nonprofits on every continent in the world (except Antarctica).  Named one of the most influential women in technology by Fast Company and one of the BusinessWeek’s “Voices of Innovation for Social Media,” Beth was Visiting Scholar at the David and Lucile Packard Foundation 2009-2013.

The Nonprofit Experience

Wednesday afternoon 9/6/17 – 2 hours
Repeated Thursday morning 9/7 – 2 hours

Vu is an experienced keynote speaker and nonprofit leader who talks about a variety of subjects: Nonprofit funding, challenges, the Overhead Myth, the Sustainability Myth, equity, diversity, the Nonprofit Hunger Games, collaboration, collective impact, zombie apocalypse, community engagement, organizational culture, why we are nonprofit peeps are so awesome, how to stave off burnout, lessons nonprofits can learn from various TV shows, etc. He brings humor, insight, and probably five or more references to unicorns to every keynote he gives. He hates dry, boring speeches and strives to make each one unique to the audience. Sometimes this includes pictures of baby animals.

Vu Le

Vu Le (“voo lay”) is a writer, speaker, vegan, Pisces, and the Executive Director of Rainier Valley Corps, a nonprofit in Seattle with the mission of developing and supporting leaders of color to strengthen the capacity of communities-of-color-led nonprofits and foster collaboration between diverse communities to effect systemic change.

Vu’s passion to make the world better, combined with a low score on the Law School Admission Test, drove him into the field of nonprofit work, where he learned that we should take the work seriously, but not ourselves. There’s tons of humor in the nonprofit world, and someone needs to document it. He is going to do that, with the hope that one day, a TV producer will see how cool and interesting our field is and make a show about nonprofit work, featuring attractive actors attending strategic planning meetings and filing 990 tax forms.

Financial Leadership

Wednesday afternoon 9/6/17 – 3 hours

Gaining a true understanding of your organization’s financials and making strategic decisions thus can increase your long-term impact more than any other leadership skill. In this class, we will explore the basic elements of common nonprofit financial statements and will identify tips to better understand what they mean and how they can be used to determine the health of an organization. Participants will also learn ways to use this information to make strategic decisions.

Outcomes:

  • Understanding basic nonprofit financial statements
  • Understanding the difference types of nonprofit income
  • Learn how to set up your cost accounting to more accurately track costs
  • How to interpret nonprofit financial statements
  • What other factors to consider when making strategic financial decisions

Jennifer-Simmons

Jennifer Simmons has over 20 years of experience in the public, high tech and non-profits sectors. In June 2014 she became a BoardSource Certified Governance Trainer and now works with local nonprofit boards through the Center for Excellence in Nonprofits Governance House Calls program. Most recently Jennifer has worked with Habitat for Humanity Silicon Valley as their Executive Director and in 2012; she led the organization through a strategic merger. Prior to joining Habitat, Jennifer worked at Infineon Technologies and for local County and State elected officials. Jennifer is a 2010 graduate of CEN’s Leadership Institute and in 2012 she was named one of the “100 Women of Influence in Silicon Valley” by the San Jose Business Journal. Jennifer is currently a member of the San Jose Downtown Rotary Club. Jennifer holds a Bachelor’s Degree from the University of Santa Cruz in Political Science.

Resilience as a Foundation for Leadership

Wednesday afternoon 9/6/17
Previously on Tuesday morning, Tuesday afternoon 9/5/17
Friday morning, 9/8/17

NB This is a multi-day workshop and Participants must commit to the whole workshop

Building Restoration into Social Change One Breath at a Time
When the times get tough, we’re told the tough get going – do more, lean in, and step up our game. Baked into this mentality is that the more heart, time, energy we put in, the more well be able to do for others. While hard work plays a key role in social change, focusing exclusively on effort to the exclusion of mental and emotional restoration isn’t serving leaders or organizations well. The burnout we see with social activist and nonprofit leaders suggests the need for a middle path. To that end, this program offer by TLEX Institute will give an opportunity for non-profits leaders to recharge and learn emphatically validated and practical tools for non-profit work and for life.

Uma Berlin

For the past ten years, Uma Berlin has taught meditation and breath-based wellness and leadership programs to thousands of NGO leaders and students across the country. A graduate of Harvard University (’01, ’04), Uma brings 130,000 training person hours of experience into adapting resilience-building and personal transformation programming to suit unique social contexts and needs, including designing curriculum for IAHV’s Iraqi women’s empowerment program and winning a $1 million grant from US Department of State. Uma founded and directed Nouvelle Vie Haiti, developing youth leaders for community transformation in Haiti. In addition to being a volunteer trainer with TLEX, Uma is a Program Officer for Racial Equity and Community Engagement at the W.K. Kellogg Foundation.

Johann Berlin

Johann Berlin is currently serving as CEO of TLEX Institute, which is committed to building personal and social connect for organization to transform . Prior to his role at TLEX Johann scaled boutique triple bottom line and social sector companies from concept to high-impact with a special focus on: innovative and disruptive wellness, innovation initiatives with project being mentioned in Harvard Business Review, New York Times, Washington Post and Wharton Journal, and is a contributor writer  at Real Leaders, Thrive Global, and Huffington Post. Johann is regular trainer including session at: TEDx London, Stanford Center for Compassion, Harvard Executive MBA Alumni Summit, Wharton School of Business, Yale School of Management. Johann holds a B.A. in Business from Maharishi University of Management . He holds certifications in Coaching from Integral Coaching,  In Inspiring and Motivating Individuals, Managing Talent from the Ross School of Business, and is a certified Happiness trainer through the Art of Living Foundation. He has held board positions on both community and global non-profits focused on business incubation, local economies, the environment and education.

Art and Practice of Network Leadership

Wednesday afternoon 9/6/17 – 3 hours
Repeated Thursday morning 9/7/17 – 3 hours

Based on fifteen years of research on successful networks across a range of fields and contexts, and more than two centuries of collective experience of network leaders themselves, these counter-intuitive principles are the norms that effective networks have in common. They challenge us to examine the characteristics of our own collaborations and they provide guidance on how to ensure that the impact of our collective work is dramatically greater than the sum of the individual parts. This workshop will focus on how to implement the Four Network Leadership Principles at your own organization.
1: Focus on mission before organization
2: Manage through trust, not control
3: Promote others, not yourself
4: Build constellations, not stars

This session will explore Art and Practice of Network Leadership. Our goal will be to consider the following guiding questions:

  • How might network thinking enhance my ability to lead in the communities to which I belong?
  • What old assumptions and behaviors might become obstacles to the health of my networks?
  • How might I lead differently to better influence my network/s?
  • How might I become a more strategic and intentional leader in my networks and in the community?

Jane Wei-Skillern

Jane Wei-Skillern is an adjunct associate professor at UC Berkeley’s Haas School of Business and previously served on the faculty at the Stanford Graduate School of Business and Harvard Business School. For the past 15 years, she has conducted research on trust-based networks for social impact and taught graduate level courses on network leadership and culture, social entrepreneurship, and nonprofit strategy.

Aligned Worklife

Wednesday afternoon 9/6/17 – 3 hours
Repeated Thursday afternoon 9/7/17 – 3 hours

This talk and interactive workshop will introduce you to the best ways to align your personal life, work life and your way of giving back. Learn what scientists and sages tell us about leading a happy, healthy, mindful and compassionate life and walk away with practical tools that you can use in life and at work.

cory_smith

Cory Smith is the co-founder and CEO of Wisdom Labs. Wisdom Labs delivers science-based mindfulness, resilience and wellness solutions to help employees thrive in organizations such as Facebook, Starbucks, Ford, Workday, Kaiser and Salesforce.

Previously, Cory was the CEO of Impact Hub Bay Area, CEO of the Social Capital Markets Conference, the first Innovation Fellow for the SF Mayor’s Office, CEO of Webcast Solutions (Acquired by StarMedia/France Telecom) and Co-founder of MediaCast, the first on-location webcast company.

Sustaining Your Organization Through Executive and Staff Transitions

Wednesday afternoon 9/6/17 – 3 hours

Sustaining Your Organization Through Executive and Staff Transitions
covers two important areas in nonprofit succession planning. The first will focus on preparing for smooth staff transitions, at all levels, and the second will be a comprehensive look at how the board and key staff should plan and manage an executive leadership change.

Developing Succession Plans for the CEO/ED and other Key Staff: Is your nonprofit prepared for the departure (short-term, long-term, or permanent) of your executive director or other key staff members? If not, you’re not alone. In this workshop, you will learn how to identify and minimize the negative impact of planned and unexpected separations. The training will offer tools and resources to plan for a smooth transition of roles by assessing potential risks/deficits and matching them with strategies to ensure continuity and sustainability for your organization.
Outcomes:

  • Understand why succession planning is a critical strategic process that affects the whole organization
  • Learn the 6 steps to developing an effective succession plan throughout your organization
  • Take home templates and tools to help you develop your own individualized plans
  • Gain a clear understanding of the board’s role before, during, and after transitions
  • Take home an outline for how to plan for and effectively manage an executive transition period
  • Strategies to identify and hire a candidate that enhances capacity and impact

Donna-Wies

As a Senior Consultant at the Center for Excellence for Nonprofits (CEN), Donna Wies provides training, consulting, and facilitation services to our nonprofit clients. Prior to joining CEN, Donna was an independent consultant working with nonprofit organizations and water utilities in the areas of board governance, strategic planning, performance measurement, facilitation, succession planning and organizational effectiveness. She has over 15 years of experience helping government and community benefit organizations achieve their missions. Donna holds a Bachelor’s degree from University of California Berkeley, Certificates in Nonprofit Management, and Quality Management, and is a BoardSource Certified Governance Trainer.

Finding the Space to Lead – A Practical Guide to Mindful Leadership© Workshop

Thursday morning and Thursday afternoon 9/7/17 full day retreat
NB 9:00-12:00 and 2:00-5:00 both morning and afternoon sessions. Participants must commit to the entire retreat and attend the whole day.

Within each of us is the potential to lead with excellence and influence in ways that make positive differences in our organizations, our families, and our communities.
But it’s hard to reach our potential for excellence when we are so busy trying to stay current that there is no time to focus on the big picture. As we scurry through back-to-back meetings, fend off constant “emergency” interruptions, and scramble to react to change, we also lose our ability to respond with clarity, creativity and compassion.
In this daylong workshop you will learn to cultivate the innate abilities of your mind, and approach everyday situations with greater authenticity and focus. The Mindful Leadership Institute’s day long training has been successfully used with organizations around the world for more than a decade.
Using the curricula described in Janice Marturano’ s international best-selling book, Finding the Space to Lead, you will leave the workshop with the tools to help you incorporate mindful leadership training at work, at home, and in every aspect of life.

This workshop will cover:

  • An in-depth exploration of Mindfulness and Mindful Leadership
  • How training the mind cultivates leadership excellence
  • Mindfulness meditation instruction
  • How to take a Purposeful Pause in the midst of a busy day
  • How to Mindfully Communicate
  • How to use the book Finding the Space to Lead as a resource for going forward

After taking this workshop all participants will be invited to attend our free monthly online Alumni Sessions where we will continue to explore the philosophy and practices of mindful meditation.

Carol-Hyman

Carol Hyman, a project manager, writer, teacher, coach, and consultant, comes to the Institute for Mindful Leadership drawing on expertise garnered in a variety of professional fields. She is a Senior Instructor at the Institute for Mindful Leadership. From her time as a business owner, a manager in social services, the director of a non-sectarian meditation program, and a project manager she has gained a great deal of entrepreneurial experience.

Carol has consulted in conflict resolution and enhanced communications ranging from one-on-one mediation to facilitating board retreats. Her project management skills have served numerous non-profit groups and for the past fifteen years have been in the service of the estate and family of Charles and Anne Morrow Lindbergh. A practitioner of mindfulness and other contemplative disciplines for almost four decades, Carol has taught these practices extensively throughout the United States and Canada and as far away as New Zealand, to groups large and small including professional organizations, non-profit boards, and college students. Having recently served as editorial project manager for a previously unpublished collection of the writings of Anne Morrow Lindbergh, she is presently working on her own book, Salvaging Sanity. Carol lives in Vermont with her husband Patton.

The Science of Managing Stress & Building Resilience

Thursday morning at 9:00-12:00 9/7/17
Repeated Thursday afternoon at 2:00-5:00 9/7/17

The latest neuroscience and behavioral research suggests that certain mental habits systematically train the brain to respond effectively to stress. This workshop is specifically designed to help participants build the stress buffering, resilience and mental agility skills that promote mental and emotional well-being and sustainable high performance in everyday work and life.

This science-based stress management and resilience workshop enhances the capacity of busy professionals to navigate stress and have lasting impact in fast paced, complex, high performance environments. Participants learn science-based methods based on mindfulness, self- and social awareness, mental and emotional agility, and personal and team resilience. This workshop also specifically addresses methods to deal with experiences of overwhelm, anxiety, and burnout. Participants can expect to walk away from this session with:

  • The core mental training tools to manage stress and develop greater resilience, mental clarity and mental agility
  • Techniques for disruption of thinking errors that create undue stress
  • Understanding the neuroscience and evidence-based techniques to optimize mental functioning when experiencing change, complexity and overall chaos
  • A primer on the application of mindfulness to transform and buffer stress
  • Stress and Resilience Action Plan; Integrating useful mental habits into daily work and leadership
  • Practice applying the Mental Habit Toolkit for Stress and Resilience

Participants can expect to improve their ability to build resilience and reduce chronic and acute stress. Science-based, highly practical tools bolster the capacity for:

  • Cultivating success mindsets
  • Recovering from and leveraging setbacks and adversity
  • Emotional intelligence skills including self-awareness and mental agility
  • Transforming stress and leveraging of core strengths during challenges
  • Identifying personal and team triggers and how to manage them

Rich Fernandez

Rich Fernandez is Co-founder and President of Wisdom Labs, a company that focuses on the art and science of thriving by delivering evidence-based learning solutions to promote wellbeing, resilience, and productivity in the workplace. Before launching Wisdom Labs, Rich was the head of executive education at Google, responsible for leadership development content, tools, and programs for senior leaders. He also led efforts focused on employee wellbeing at Google. Previously, Rich was head of learning and organization development at eBay, and a learning and leadership development executive at Bank of America and J P Morgan Chase & Co. Rich was trained as a psychologist and received his Ph.D. in Counseling Psychology and M.A. in Organizational Psychology both from Columbia University. He received his undergraduate degree from the University of California at San Diego, where he majored in surfing and minored in extended walks on the beach. He still avidly practices these arts today.

Sleep Management

Thursday Morning 9/6 – 2 hours
Repeats Friday morning 9/7 – 2 hours
NB: Begins at 8:30 ends at 10:30

How much sleep do you really need to be productive? Understand your sleep pattern, learn some great hacks to improve its quality and wake up feeling like a champ.

Jay-Chodagam

Jay Chodagam is a meditation teacher, TEDx speaker and producer of Peace in the Park festival and SPIRIT Summit. While getting his master’s degree in Engineering at the University of Texas at Austin, Jay came to the realization that a life of fulfillment trumps a life of achievement. Since then, he has been a proponent of meditation training and “being” before “doing” at workplaces, schools, prisons and hospitals.

As a student and teacher with the Raja Yoga meditation for over 16 years, Jay regularly leads retreats and workshops around the world.

Dialogue and Mindfulness: Using a culture of mindfulness to further effective dialogue

Thursday afternoon 9/7/17

American Leadership Forum Silicon Valley’s Chief Impact Officer Jenny Niklaus will the lead the group in creating a deeper understanding of how the tenets of mindfulness can be used to further the leadership development and culture of an organization. In addition the process for creating a container for effective and meaningful dialogue will be presented. Participants are encouraged to come in teams and to bring real world issues to discuss and use for dialogue practice.

Jenny Niklaus

Passionate, mission driven, innovative, empathetic and fun loving are just some of the words that have been used to describe Jenny Niklaus’ approach to her life and work in the nonprofit sector in Santa Clara County for the last 20+ years.

Jenny began her career at Community Solutions with women and children who were victims of violence, continuing that work for a decade, first with the YWCA of Santa Clara County and then Support Network for Battered Women. Jenny still considers this work some of the most powerful and personally impactful of her career.

After having a tremendous impact in the field of ending violence against women and children, Jenny moved to working with those living in poverty by becoming part of leadership staff at Sacred Heart Community Service and Catholic Charities. This work eventually led to her becoming the CEO of HomeFirst where she led the agency for a total of six years.

Thinking Outside the Box – Can You Add Earned Income to Your Revenue Model?

Thursday afternoon 9/7/17 – 3 hours

One of the best ways to assure your financial sustainability is to diversify your income sources. Have you thought about earned income? In this workshop, we will analyze your opportunities and readiness for adding earned income to your revenue model.

  • Assess the organization’s readiness for earned income.
  • Choose an enterprise that fits the mission.
  • Identify the opportunity.
  • Find sources of capital.
  • Achieve a “double bottom line.

Jennifer-Simmons

Jennifer Simmons has over 20 years of experience in the public, high tech and non-profits sectors. In June 2014 she became a BoardSource Certified Governance Trainer and now works with local nonprofit boards through the Center for Excellence in Nonprofits Governance House Calls program. Most recently Jennifer has worked with Habitat for Humanity Silicon Valley as their Executive Director and in 2012; she led the organization through a strategic merger. Prior to joining Habitat, Jennifer worked at Infineon Technologies and for local County and State elected officials. Jennifer is a 2010 graduate of CEN’s Leadership Institute and in 2012 she was named one of the “100 Women of Influence in Silicon Valley” by the San Jose Business Journal. Jennifer is currently a member of the San Jose Downtown Rotary Club. Jennifer holds a Bachelor’s Degree from the University of Santa Cruz in Political Science.

Luc Reynaud and the Lovington Band concert

Thursday evening 9/7/17 – 7:30 -9:30 pm

Luc ReynaudLuc and the Lovingtons are a World-Soul-Reggae band who uses a multi-sensory approach to fuse the colors of love with the musical notes that move the soul. The band is known for their high-energy live shows, live painting and their authentic and powerful message. Their songs cut to the core in the likes of artists such as Bob Marley, Stevie Wonder and India Arie. They come with a sincerity and class that leaves all listeners touched with an undeniable feel-good-ness. Rich vocal harmonies embedded in a jambalaya of Roots Reggae, Afro Pop, Motown and Soul, Luc and the Lovingtons are truly an inspiring and refreshing group that has sent their love around the world and back, and continues to receive the love and warmth of fans from all walks of life.

..one of my new favorite groups, I think they’re one of the most heart-centered bands out there today.” – Jason Mraz

Nonprofit Board Essentials

Friday morning 9/8/17 – 8:00-10:30 2and ½ hours

Most nonprofit board members and staff never receive an orientation to their basic roles and responsibilities. Thus, you have amazing volunteers who want to help but don’t know how and staff that doesn’t understand why their board doesn’t do more. In this workshop, we will go over the 10 basic responsibilities of board members and how to maximize their support of your mission as well as covering the essentials of board staff relations.

  • Gain a clearer understanding of roles and responsibilities of nonprofit boards and board service
  • Understand the role and responsibilities of individual Board members
  • Learn how to move your board beyond basic oversight to governance as leadership

Jennifer-Simmons

Jennifer Simmons has over 20 years of experience in the public, high tech and non-profits sectors. In June 2014 she became a BoardSource Certified Governance Trainer and now works with local nonprofit boards through the Center for Excellence in Nonprofits Governance House Calls program. Most recently Jennifer has worked with Habitat for Humanity Silicon Valley as their Executive Director and in 2012; she led the organization through a strategic merger. Prior to joining Habitat, Jennifer worked at Infineon Technologies and for local County and State elected officials. Jennifer is a 2010 graduate of CEN’s Leadership Institute and in 2012 she was named one of the “100 Women of Influence in Silicon Valley” by the San Jose Business Journal. Jennifer is currently a member of the San Jose Downtown Rotary Club. Jennifer holds a Bachelor’s Degree from the University of Santa Cruz in Political Science.