Work Your Business Plan

WHAT:  June CEO Retreat

WHEN: June 12, 2014

WHERE: Tim Ryan Construction; Poulsbo

June is our Members Only ~ Work Your Business Plan CEO Retreat 

We will meet at Tim Ryan Construction; 19307 8th Avenue NE, Ste A, Poulsbo WA 98370

Click here for Google Directions

New Habits, New Solutions: Strategies for Systemic Change

WHAT: May CEO Tools Workshop
WHEN: Thursday May 8, 2014
WHERE:  Pacific Northwest Title

In this experiential workshop participants will be introduced to systems thinking concepts, habits, and tools and will practice inquiry to increase understanding of human systems.

MEMBERS:

Members arrive at 7:45am for breakfast and Member check-in.

Please RSVP to Michele Bosworth by April 30, 2014 if you will be bringing employee guests or Member Candidates.

MEMBER CANDIDATES:

Member Candidates are invited to attend the event from 7:45am-12pm as their schedule permits. 

• Breakfast at 7:45am
• Check-in at 8:00am
• Workshop from 9:00am- 10:45am 
• Member issues from 11:00am- 12:00pm 

Please RSVP to Michele Bosworth by April 30, 2014, regarding your attendance. Please include what portion of the meeting you will attend so we can make arrangements for breakfast and materials.

EMPLOYEE GUESTS:

Employee Guests are invited to the workshop from 9:00am - 10:45am (please arrive by 8:50am and wait in the lobby to be brought into the room.)

HOST:

Chris Rieland of Pacific Northwest Title

WHERE WE WILL MEET:

Pacific Northwest Title; 2021 NW Myhre Rd #300, Silverdale WA 98383

The Workshop will be held in the Third Floor Boardroom.

There is plenty of parking available on site.

Click HERE for a map and Google Directions

TITLE OF WORKSHOP:

New Habits, New Solutions: Strategies for Systemic Change

AGENDA:

Click HERE or the Agenda

QUESTIONS CEO'S SHOULD BE ASKING

• What is a system?  What is systems thinking?
• How will systems thinking help me and my organization address adaptive challenges
• How might I ask questions in a more effective way so that I help others gain insights in to the challenges they are facing?
• Where are the points of greatest leverage in my organization?

 TAKEAWAYS

• Understand why systems thinking is an essential leadership skill.
• Learn which habits of a systems thinker you rely on and which ones you can further develop.
• Engage in inquiry that is much more effective and yields a deeper understanding of the current reality.

PREPARATION

•  Come ready to fully participate.

PRESENTER:  COLLEEN PONTO, Ed.D.

Colleen Ponto is Associate Academic Dean and Faculty of the Organization Systems Renewal (OSR) Graduate Program at Pinchot University in Seattle, Washington. Grounded in systems and design, OSR offers a Master of Arts degree in Organizational Leadership.  Systems thinking and leadership development is at the heart of Colleen's teaching and consulting and she specialized in helping clients develop their systems thinking skills and leadership capacities in order to address complex organization issues and opportunities.  Colleen also leads a nonprofit organization in her community dedicated to environmental education for children and their families.  Before beaching a professor and consultant, Colleen worked as a pulp and paper engineer and production manager for the Weyerhaeuser Paper Company.  She received her doctorate in Educational Leadership from Seattle University, her master's degree in Whole Systems Design from Antioch University Seattle, and her bachelor's degree in Paper Science and Engineering from the University of Washington. She lives with her husband and three children near Seattle, Washington. You can reach Colleen at cponto@ponto.com  or 425-489-0549.

The Power of Resilience in Complex Times

WHAT: April CEO Tools Workshop
WHEN: Thursday April 10, 2014
WHERE:  Kitsap Bank, Port Orchard

Globalization coupled with the ongoing increase in uncertainty and complexity is fueling the need for new strategies and ways of thinking if a company hopes to survive and thrive in these turbulent times. This is impacting all types of companies - big and small - regardless of industry or geographic location. Most experts agree that increasing resilience in individuals and organizational cultures is one of the best ways to combat an unknown future. Fortunately, resilience can be taught and learned as you will see from the many examples we will discuss during our workshop. It starts with leadership modeling the way and showing others how to embed this competitive advantage into the culture of an organization.

MEMBERS:

Members arrive at 7:45am for breakfast and Member check-in.

Please RSVP to Michele Bosworth by March 28, 2014 if you will be bringing employee guests or Member Candidates.

MEMBER CANDIDATES:

Member Candidates are invited to attend the event from 7:45am-12pm as their schedule permits. 

• Breakfast at 7:45am
• Check-in at 8:00am
• Workshop from 9:00am- 10:45am 
• Member Challenges & Best Practices from 11:00am- 12:00pm 

Please RSVP to Michele Bosworth by March 28, 2014, regarding your attendance. Please include what portion of the meeting you will attend so we can make arrangements for breakfast and materials.

EMPLOYEE GUESTS:

Employee Guests are invited to the workshop from 9:00am - 10:45am (please arrive by 8:50am and wait in the lobby to be brought into the room.)

HOST:

Tony George of Kitsap Bank

WHERE WE WILL MEET:

Kitsap Bank; 619 Bay Street, Port Orchard Washington 98366

Click HERE or a map and Google Directions

TITLE OF WORKSHOP:

The Power of Resilience in Complex Times

AGENDA:

Click HERE or the Agenda

QUESTIONS CEO'S SHOULD BE ASKING

1. How will a focus on resilience make it easier for you and your organization to cope with continuous change?
2. Sooner or later your organization will probably need to transform itself in response to market shifts, customer demands or new technologies. How will you respond as a senior leader?
3. Do you see resilience as a core leadership competency worthy of your time and attention?

 TAKEAWAYS:

1. Understand what resilience is and how to maximize it in response to continual change and increased global complexity.
2. Recognize the importance of resilience as a competitive advantage both personally and professionally.
3. Learn three proven ways to embed more resilience into your organization, starting tomorrow.

PREPARATION:

1. Reflect on the past five years and list the significant changes you have experienced both personally and professionally.
2. Take the one page resilience self-assessment and bring it with you for our discussion

 Click HERE to view the Self-Assessment pre-work

PRESENTER:  Dora Summers-Ewing

Dr. Summers-Ewing is a business psychologist and executive coach who specializes in developing the professional competencies of individuals and teams. She is the Managing Partner of EXIDEO Consulting, a firm dedicated to ensuring their clients have the leadership capacity  needed to deliver results and achieve their strategic objectives. EXIDEO is based in the Seattle area but also provides services across North America, Europe and Asia through its affiliates and partners.

With over 20 years of experience, Dora’s industry expertise is broad and diverse and has spanned over four continents. She has worked with Fortune 500 clients in High Tech, Professional Services, Retail, Biotech, Financial Services, Energy, and Hospitality enterprises.  She has also worked with start-up organizations, family businesses, educational institutions, and nonprofit enterprises to build the needed capacity to sustain and grow their organizations. A well-known authority on leadership issues, she is a frequent speaker at international conferences on Executive and High Potential Talent Development and Strategic Change Management. Prior to joining EXIDEO, Dora was a corporate learning officer for a publically traded company, where she designed and implemented enterprise-wide programs to support Executive and Leadership Development, Succession Planning, Employee Engagement and Talent Management. In addition, Dora spent 13+ years as a business psychologist for two global management consulting firms where she partnered with clients to translate their strategic challenges into desired results, both as a consultant and coach.

Locally, she has served on the Board of Directors of Executive Service Corps, the Alzheimer’s Association of Western WA and two regional Humane Societies. She is a graduate of Leadership Kitsap and currently serves on their Board. Time permitting, she still volunteers for 501 Commons, which provides management consulting services to improve the effectiveness of nonprofit organizations. 

Dora Summers-Ewing

Managing Partner- EXIDEO Consulting

Office: 206.842.5032

Mobile: 206.696.6601

www.exideoconsulting.com

Leadership: The Need for Vulnerability to Create Trust in your Company

WHAT: March CEO Tools Workshop

WHEN: Thursday March 13, 2014

WHERE: The Inn at Port Ludlow

What is professional vulnerability and how does it relate to trust? Why do vulnerability and trust lead to accelerated results? In this CEO Tools Workshop Steve Schaefer, Vice President of Finance for Virginia Mason Medical Center will share the story of vulnerability and trust within his company, revealing how these two critical “soft skills” are being leveraged to transform health care. Using the books “Daring Greatly” by Brene Brown, “Five Dysfunctions of a Team” by Patrick Lencioni and “The Speed of Trust” by Stephen M.R. Covey, Steve will reveal how vulnerability leads to trust which leads to teamwork, which ultimately leads to speed…..all which are vital to sustaining success in a complex and ever changing business marketplace.

Shannon Bruce, Excell Kitsap Group Leader will partner with Steve to facilitate the discussion and provide participants with a practical tool to create a culture of vulnerability and trust in your company. The take way will support leadership development for the Exec and his/her team, acting as a foundation for improved relationships and enhanced performance and results.

MEMBERS:

Members arrive at 7:40am for breakfast and Member check-in.

Please RSVP to Michele Bosworth by February 28, 2014 if you will be bringing employee guests or Member Candidates.

MEMBER CANDIDATES:

Member Candidates are invited to attend the event from 7:40am-12pm as their schedule permits. 

• Breakfast at 7:45am
• Check-in at 8:00am
• Workshop from 9:00am- 10:45am 
• Member issues from 11:00am- 12:00pm 

Please RSVP to Michele Bosworth by February 28, 2014, regarding your attendance. Please include what portion of the meeting you will attend so we can make arrangements for breakfast and materials.

EMPLOYEE GUESTS:

Employee Guests are invited to the workshop from 9:00am - 10:45am (please arrive by 8:50am and wait in the lobby to be brought into the room.)

HOST:

Diana Smeland of Port Ludlow Associates

WHERE WE WILL MEET:

The Inn at Port Ludlow; One Heron Road, Port Ludlow WA 98365.

Click HERE for a map and Google Directions

TITLE OF WORKSHOP:

Leadership: The Need for Vulnerability to Create Trust in your Company

AGENDA:

Click HERE or the Agenda

QUESTIONS CEO'S SHOULD BE ASKING

1. What drives our fear of being vulnerable?
2. What price are we paying when we shut down and disengage?
3. How do we own and engage with vulnerability so we can create a culture of trust in our teams and companies?

 TAKEAWAYS:

1. An understanding as to why workplace vulnerability is critical to building a culture of trust.
2. A personal mindset shift around what it means to be more vulnerable as a leader.
3.  Practical strategies on how to create a culture of vulnerability and trust in your organization to improve both top and bottom line result in an ever complex and changing business climate.

PREPARATION:

1. On a scale of 1-10, with 1 being “none” and 10 being “high” how would you currently rate the level of VULNERABILITY present in yourself, your team and your organization. Circle the number that number that best applies to the following categories at this moment in time.

• Yourself 1…..2….3…..4…..5…..6…..7…..8…..9…..10
• Your Team             1…..2….3…..4…..5…..6…..7…..8…..9…..10
• Your Organization   1…..2….3…..4…..5…..6…..7…..8…..9…..10

2.    On a scale of 1-10 with 1 being “none” and 10 being “high” how would you currently rate the level of TRUST present in yourself, your team and your organization. Circle the number that number that best applies to the following categories at this moment in time.

• Yourself 1…..2….3…..4…..5…..6…..7…..8…..9…..10
• Your Team              1…..2….3…..4…..5…..6…..7…..8…..9…..10
• Your Organization   1…..2….3…..4…..5…..6…..7…..8…..9…..10

PRESENTER:  Steve Schafer

Steve Schaefer is Vice President of Finance for Virginia Mason Medical Center in Seattle, Washington. In his role at Virginia Mason, Steve oversees many of the functions that support direct patient care.

Steve has received his certification to lead Lean workshops, and is one of a handful of employees at Virginia Mason who has graduated from the Kaizen Fellowship Program. As a result, Steve has spoken on VMPS throughout the company, to hospitals around the country and in Canada and to clinics around the world who come to Seattle to learn more about VMPS. He also speaks regularly on leadership topics intended for the growth and development of the VM management team.  Some of the topics he has presented are:  Leading Like Shackleton, Corporate Politics, Reflection and Leadership, The Need for Vulnerability, and The Five Functions of a Team.

As an adjunct professor at Northwest University, Steve teaches the senior level Business Ethics class. He is also on Board of The Center Foundation and Puget Sound Christian Clinic, in addition to being on the Finance Committee of NeighborCare Clinic.

Engaging and Retaining Employees Across The Generations

WHAT: February CEO Tools Workshop

WHEN: Thursday February 13th, 2014

WHERE: Tim Ryan Construction, Poulsbo

Good talent is tough to come by for small businesses; and once we have them, we have to work hard to keep them.  To do so, many companies implement innovative policies such as flex time, telecommuting, and perks to make the work environment more fun.  What are the pros and cons of such policies and what risks do they present to the business?   

MEMBERS:

Members arrive at 7:45am for breakfast and Member check-in.

Please RSVP to Michele Bosworth by January 31st, 2014 if you will be bringing employee guests or Member Candidates.

MEMBER CANDIDATES:

Member Candidates are invited to attend the event from 7:45am-12pm as their schedule permits. 

• Breakfast at 7:45am
• Check-in at 8:00am
• Workshop from 9:00am- 10:45am 
• Member issues from 11:00am- 12:00pm 

Please RSVP to Michele Bosworth by January 31st, 2014, regarding your attendance. Please include what portion of the meeting you will attend so we can make arrangements for breakfast and materials.

EMPLOYEE GUESTS:

Employee Guests are invited to the workshop from 9:00am - 10:45am (please arrive by 8:50am and wait in the lobby to be brought into the room.)

HOST:

Dan Ryan of Tim Ryan Construction

WHERE WE WILL MEET:

Tim Ryan Construction; 19307 8th Avenue NE, Ste A, Poulsbo WA 98370

Click HERE for a map and Google Directions

TITLE OF WORKSHOP:

Engaging and Retaining Employees Across The Generations

AGENDA:

Click HERE for the Agenda

QUESTIONS CEO'S SHOULD BE ASKING:

• Recent studies show that 70% of employees are "disengaged," which is very costly to companies.   CEOs must take action to create engagement among their employees to retain them.  These actions must be authentic to the company culture and meaningful to the employees. 
• Written policies are necessary to provide clear guidelines to employees as well as to mitigate risk to the employer.  CEOs must think broadly about what risks these "perks" create for the company.

 TAKEAWAYS:

• Understand the differences among employee groups’ perception of the work place based on their generational demographics.
• Share and learn what other “perks” other group members offer and their effectiveness among different employee groups.
• Understand key risks in non-traditional “perks” programs and the importance of clear documentation to mitigate these risks
   

PREPARATION:

1.  Inventory your employees and break them into generational categories based on birth year:   

• Traditionalist (1922-1945)    
• Boomers (1946-1964)     
• Gen X (1965-1980)
• Millennials (1981-2000)

2.     Inventory what policies and benefits you have implemented to attract and retain employees including traditional (PTO, benefits, 401k) and non-traditional (flex time, telecommuting, casual Fridays, parties, volunteer time)

3.     Review and bring your policies regarding non-traditional perks or benefits for discussion

PRESENTER:  Michelle Bomberger

Michelle Bomberger is the Founder and Managing Attorney at Equinox Business Law Group, a law firm that provides general counsel services to businesses.  Michelle’s background includes experience as a businesswoman, entrepreneur, and attorney across Fortune 500 companies and startups, giving her the depth and breadth in business to help her clients start, grow, and exit their businesses successfully.  Michelle provides pro-bono services to local businesses and non-profit organizations through Seattle University's Community Development and Entrepreneurship Clinic and Washington Attorneys Assisting Community Organizations.  Michelle is also a member of the Advisory Board for the Entrepreneurship Center at Seattle University and serves on the Board of Directors for the Center for Advanced Manufacturing Puget Sound (CAMPS) and The Forty (the alumni association of the PSBJ’s 40 Under 40).  In addition to her J.D. from Northwestern University School of Law (cum laude) and M.B.A. from the Kellogg Graduate School of Management, Michelle also holds a B.S. in Finance and Computer Applications from the University of Notre Dame (cum laude).