2007 / 2008 CFO Central Program
Program Description
- Four lectures and case-study symposia
- Two donor cocktail events
- Access to special lecture events
- Events – 8:30 a.m. to 12:00 p.m. includes breakfast
- Invitation only; limited number of participants
- Open to CFOs of nonprofits only and not transferable; no substitutions accepted for any program day
- Participants are strongly encouraged to not miss more than one program day during the year
Download the CFO Central Application
2007 – 2008 Symposia Schedule
December 6, 2007
8:30 a.m. to 12:00 p.m.
50 Hurt Plaza, Suite 1045
The Leader as Coach: Creating a coaching culture in your organization from the top down!
Lee Ellis, Vice President, RightPath Resources
Come learn how to merge cutting edge leadership development with creating a coaching culture in your organization. This session offers a practical guide to accomplishing both – at once! The Leader As Coach concept employs the ancient wisdom of “If you desire to learn something well, then teach it!” You will learn about tools, assessment and coaching techniques that will enable you not only to implement this powerful concept in your organization but to do it from the top down. Starting "at the top" allows you to integrate a coaching culture through out your whole organization faster and with lasting results. In this session we will use actual case studies to interactively produce a leadership development plan in small group exercise so you can experience The Leader As Coach for yourself.
Key take aways and objectives:
• Research based challenges and obstacles to overcome for success
• Coaching Wiring – How you and others are uniquely wired to coach
• How The Leader As Coach allows you to replicate your best leaders and improve the other ones
• EQ –Emotional Intelligence’s role in merging leadership development and a coaching culture
• Using assessment – behavior, EQ, 360’s – in creating a coaching culture
• The foundations of a coaching culture – Results, Relationship, EQ and Trust
• Creating a Leadership Development Plan that produces real and lasting change in leaders
• How succession planning and leadership development overlap for your organization’s future success
Jerry Mabe is president/CEO and co-founder of RightPath Resources, Inc., a leadership and talent development company. RightPath has a vision for leading individuals and organization to align people, passions and positions to achieve maximum performance.
Jerry brings a unique blend of his own diverse personal experience as a Fortune 500/1000 executive and a successful entrepreneur along with a passion for life purpose and calling to his work with clients. In addition to serving as a senior executive consultant, he has been a keynote and conference speaker at various trade and professional associations across the U.S. His personal work areas (and speaking topics) include: using behavior and assessments in executive coaching, leadership, EQ (Emotional Intelligence), team building, career development, benchmarking, succession planning and selection.
Previously, he was co-owner and senior vice president of A One Service Personnel for 10 years. Prior to being acquired by an international firm, this Atlanta based full-service staffing company grew into a three-branch operation, including an accounting specialty division, which provided jobs annually to over 3000 people. Prior to this staffing venture, Jerry had 16+ years experience in various corporate officer and executive management, marketing, and sales positions in Fortune 500 and 1000 companies. He has previously served on the executive or management teams of ABF Freight System Inc., Roadway Services Inc. and Hanes Corporation.
February 21, 2008
8:30 a.m. to 12:00 p.m.
50 Hurt Plaza, Suite 1045
Leading Assets: Process driven financial management
Sandra Champion, President of Champion Partners
When an organization receives money from donors, either large or small, having a decision making process away from the folds of market noise leaves the donors with a better sense that their dollar is being exploited to capacity. CFO’s of charitable organizations, both public and private benefit from the simple rules of the road as they apply in the state of Georgia. Dedicated dollars are managed to maximum efficiency through a process driven approach.
Sandra J. Champion is the President of Champion Partners, a nationally recognized professional services firm dedicated to advancing philanthropy and those involved in giving through education and mentoring. Champion Partners has independently provided direction and objective planning for a variety of eleemosynary organizations, private families and their advisors since 2002.
Prior to founding Champion Partners, Ms. Champion spent more than twenty years working with families of wealth, both as an educator and an investment professional. As a result of her work she became much aware of the financial issues facing nonprofits and the lack of understanding of those issues by the financial services industry. In the mid nineties she began to focus her work specifically on 501(c) (3) organizations.
Champion Partners, created in 2002, initially focused on two primary areas: 1) providing guidance and fiduciary education to the philanthropic community and 2) providing education and support to the financial professionals (banks, trust companies, brokers and consultants) engaged in the nonprofit sector. Over the course of the last several years we have worked with private family foundations, public charities, hospital foundations and
community foundations, as well as UBS Financial Services, Merrill Lynch, BB&T, the investment firms of Thornburg and MFS as well as industry associations and nonprofit support groups.
Today, Sandra Champion is considered a nationally recognized expert regarding foundations, endowments and eleemosynary organizations. She is published and has been an acknowledged as a leader in the financial service industry.
April 17, 2008
8:30 a.m. to 12:00 p.m.
Leading Strategic Performance and Management: What’s behind the dashboard?
Deon Locklin, Director of the Public Performance and Management Group and adjunct faculty member at Georgia State University.
Metrics, dashboards, benchmarks.... All of these are excellent tools for organizational performance measurement. But come hear why adopting these tools does not equate to performance improvement. In this session, we will answer the question "What's Behind the Dashboard?" Join the discussion and learn how to avoid common pitfalls in performance measurement as well as practical tips for performance management. The session covers basic or introductory concepts.
Deon Locklin is Director of the Public Performance and Management Group and an adjunct faculty member at Georgia State University. She brings extensive experience delivering technical assistance, executive coaching, instruction, and applied research within the public sector. She has conducted over 500 seminars, presentations, and guest lectures. Locklin has created and managed numerous development programs for emerging leaders in the public and nonprofit sectors. She assists organizations with market-driven strategic management, the design and implementation of leadership succession programs, and organizational performance evaluation. In addition, she has conducted multiple field-based research projects in needs analysis, customer satisfaction assessment, and performance measurement. Locklin received her master’s degree from Auburn University and is ABD for a doctorate in Organizational Leadership.
June 5, 2008
8:30 a.m. to 12:00 p.m.
Topic: Leading Strategic Influence
Speaker: TBD
Donor Cocktail Event:
Relax and network over cocktails with some of Atlanta’s finest philanthropic leaders.
February 28, 2008: 5:30 until 7:30 p.m.
Margaret Mitchell House and Museum; Atlanta, Georgia
June 18, 2008
Leading Community
4pm – 7pm
A great city is only as great as its people. This highly acclaimed panel of esteemed leaders will discuss their thoughts on some of the toughest and most important issues facing our community today. They will also offer their insight on what this year’s class of CEO and CFO Central leaders can do to enhance the capacity of community leaders in order to help Atlanta stay strong and great for decades to come.
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