NCE Annual Report 2018

NATIONAL CONFERENCEOF EXECUTIVESANNUALREPORT2017

Hello Friends! NCE has been and continues to be a wonderful resource for leaders within The Arc. Every Executive Director/Greetings from Music City, USA! As my first year as Chair CEO of a chapter of The Arc is automatically a member ofof the NCE Steering Committee concludes, I want to thank NCE free of charge. Yet it still amazes me that so many ofeach of you for all that you do every day to support the our leaders are not aware of NCE or the resources (bothmission and values of The Arc. It has been a challenging tangible and intangible) available.year – federal programs that people with I/DD dependupon have been attacked incessantly. Natural disasters In 2018, I challenge each Executive Director/CEO to takeimpacted many local chapters, the individuals and families a few moments to learn what a valuable resource NCE canthey support, and the direct support professionals that be. I realize that everyone is busy. I realize that for manyprovide the services. But it is often during the most of you, the idea of getting involved in NCE is just “onechallenging times when we rediscover that The Arc is truly more thing” on a never-ending to-do list. But the morea family – and families stick together and support each people that get involved, the stronger and more vibrantother. we will be. Visit the NCE section of The Arc website at thearc.org/NCE. Support the leadership developmentWe fought the “fight of our lives” to preserve Medicaid – of others in your chapter by purchasing a gold pass. Myand each time we thought we lost the battle, our collective personal challenge for 2018 is to check in with at least oneefforts prevailed. That fight is likely to continue for the Executive Director/CEO each month and ask what NCEforeseeable future. When Hurricane Harvey hit, NCE can do to improve its resources and benefits.members were quick to check in with chapters potentiallyimpacted and provide updates. The Arc activated its The NCE Steering Committee is always open to feedbackdisaster relief fund, which became even more important as on how we can improve. You can reach me by email atadditional hurricanes and then wildfires ensued. The NCE [email protected] or by phone at 615.248.5878 x14.Steering Committee voted unanimously to donate 10% ofthe proceeds of the silent auction to disaster relief. On behalf of the NCE Steering Committee, its dedicated Vice-Chairs Karen Shoemaker and ChrisIt is during these difficult days that I often find NCE the Stewart, and myself, we look forward to workingmost valuable. Many times this past year, I found myself with everyone to make 2018 an unforgettableemailing a question to the State and/or Local Execs year!Google group and being flooded with responses. I calledtrusted colleagues after a particularly stressful day and Sincerely,their support reassured me and reminded me why I dothis work. I reconnected with long-time colleagues and Carrie Hobbs Guidenleaders new to The Arc at Summer Leadership Institute Chair, NCE Steeringand Professional Development Seminar. Through these Committee | 2017 – 2018encounters, my motivation to keep fighting for the rightsof people with I/DD to have the same opportunities aspeople without disabilities remains strong and constant.

The National Conference of Executives of The Arc (NCE) is a dynamic peermembership organization of ExecutiveDirectors and management staff. NCE creates opportunities for exchanging ideas, provides training essential in professional development, and offers support and mentoring for successful leadership. Members work collaboratively to better serve their organizations and their constituents. Learn more at thearc.org/nce.

A Year of Grassroots Mobilization –Raising the Profile of Disability Rights2017 was a year of powerful grassroots advocacy! Throughoutthe year, NCE chapter leaders organized advocates in theirstates to act on key policy issues impacting people withdisabilities and their families, including major Medicaidvictories, state budget advocacy, DSP wages, and more.Chapter leaders worked closely with self-advocates and familymembers to share their stories, attend rallies, meet and calltheir legislators, host lobby days, talk to the media, and attendtown hall meetings. As a result, The Arc’s grassroots advocacypower has grown and we are even better positioned for thechallenges ahead.

NCE Google Groups – State Chapter inquiries included: o ABLE documents in SpanishWhat Do You Want To Know? o Potential conference speakers o CMS waivers and entitlements o Examples of collaborations The NCE State Executives and Local Executives Google Groups o The Arc position on Cabinet with state DD councils have become the go-to place for Appointments (Secretary of Education) o Managed care implementation stories answers to the tough questions. o Question on creating a respite network Throughout the year, executives o Day Care Options for kids with I/DD have reached out to their peers for emergencies across the country looking for o Merger protocols between non-profits o Legislative testimony insight, advice, and best practices, o DOJ database on individuals with I/DD ranging from requests for sample o Continued existence of Quality o State and local minimum wage legislation to policies to strengthen Review Teams HR and administration practices requirements within their organizations. o States taking the Medicaid expansion o Administrative costs and time required and the impact on their HCBS waiting list when billing increments for services o Employment First legislation Local chapter inquiries included: o Bring your own device/cell phone policy o Use of accessible sample ballots for o Investment portfolio performance people with I/DD o Business plan samples o Criminal background checks for o Looking for new Executive Directors volunteers o Rate Studies conducted o RFP for transportation services o Resources on the use of advanced o Chapter serving as a “permanent” paid advocate technology o Advocacy training materials o Local chapter onboarding o Abuse and molestation policies for staff o For states with legal medical marijuana o Policy on professional boundaries o Direct Bill for I/DD Services for DSPs o State Chapter Execs bylaws o Accounting software recommendations o State General Funds and required reporting o Abuse and molestation policy and procedures for staff o Board composition o Corporate Sponsorship levels / organizational member structure o Guidelines for safe eclipse viewing

NCE Benefits - With The Right Tools Come TheBest Solutions!Professional Developmento The Arc Connectiono Special Interest Groups (SIGs)o Relias Learningo The DSP ToolkitChapter Growth & Engagemento Standards for Excellenceo The Nonprofit Technology Network (NTEN)Research & Data Collectiono The Arc Focus Groupso The Arc SurveysNetworking & Engagemento NCE Newslettero NCE Task Groupso NCE Google Groupso NCE Events: Discounted registration rateso NCE Scholarships

Leadership & Professional Development The core of NCE is leadership and professional development. Providing opportunities for chapter staff members to build skills, enhance their knowledge, engage with peers, and become immersed in The Arc and its mission drives the work we do. In addition to our events, several initiatives are available to meet the learning needs of NCE and chapter staff across The Arc network. Relias Learning Partnership The partnership between The Arc and Relias Learning has blossomed over the last two years to provide quality online learning and training opportunities to providers and professionals in the I/DD sector. Relias Learning offers chapters of The Arc specialized rates on its I/DD Training Library, which contains over 200 courses on community-based support, autism support, customized employment, health and safety, and more. The Arc Academy In 2017 we saw the launch of The Arc Academy! The Arc Academy lets you and your staff sample individual course offerings, including free content created by national staff. Whether you want more knowledge on criminal justice, health and wellness, or a general orientation to The Arc and the disability community, you can now find it at The Arc Academy. The Academy is ideal for onboarding new employees or just deepening your knowledge. Build a customized training curriculum based on the issues facing your chapter, constituents/clients, and your unique community. The DSP Toolkit With an average turnover rate for direct support professionals hovering at 45%, chapters need to act. Leveraging more than three decades of research the RTC at the University of Minnesota has developed evidenced-based tools that assist providers and families in finding, choosing, and retaining committed and talented DSPs. Partnering with The Arc, the products in the electronic DSP workforce development toolkit are customized and branded for The Arc and includes the following products: a Realistic Job Preview Video, Public Service Announcements, a Structured Interview Questionnaire, DSP Targeted Marketing Flyers and Job Announcements, a Turnover Calculator, Retention, Wage and Benefit Electronic Survey, and DSP and Frontline Supervisor Competency Sets.



TESTIMONIALSummer Leadership InstituteSt. Louis welcomed the 2017 NCE Summer Leadership Institute andshowed us why this historic location was the ideal spot to discuss thechanges ahead. Over 185 attendees engaged in discussion on howwe work, and what we need to do to ensure continued growth andsuccess. SLI 2017 had something for everyone. Thank you, St. Louis! “This was my first time attending the NCE Leadership Institute. The networking opportunities were phenomenal and I met others from all over the US. Sharing ideas and experiences gave me many insights into new ideas and/or actions to include in my program. The facilities, topics of programs, evening activities and bonding time all were first class.”Professional Development SeminarAppreciation! Excitement! Enthusiasm! The Engagement ClinicOpened in San Diego!Chris Littlefield, TEDx Speaker and AcknowledgementWorksFounder, brought The Engagement Clinic to San Diego, allowingchapter leaders to find solutions to keeping staff engaged, excitedand enthusiastic about the work they do.Our staff are the reason we can do the great work we do. Thework they do keeps our clients safe, happy, and involved inthe community. Appreciating our staff means being a present,confident, and available leader; providing growth opportunities;giving staff autonomy; being clear and transparent; giving toolsfor success; fostering a team environment; walking-the-talk; andacknowledging and appreciating!Chris challenged us all to step away from our never-ending to-do listand make time to take care of our biggest asset… our staff.

NCE AwardsThe 2017 NCE Award winners once again exemplified what it means to be a leaderin The Arc network and in the disability community. Our award winners rangedin tenure from 3 to 43 years and the awards ceremony gave us an opportunity toappreciate the strength of character that brought them all into this work, and feelexcited about what the future will bring.This year we received 17 nominations! We are grateful for the spirit of recognitionamong our chapter network.2017 Recipients Executive Excellence Award Kim Dodson, Executive Director, Rising Star Award The Arc of Indiana, IN Rob Malone, Executive Director, The Arc of Prince George’s County, MD Thomas Kendziorski, Executive Director, The Arc of Oakland Program Innovation Award County, MI Mary Van Haneghan, Executive Director, Exemplary Mentor The Arc of the Capital Area, TX Penny Spillman, Executive Director, Y.E.S. The Arc, AZ Diversity and Cultural Competence Award Exemplary Career Leadership Award John Nash, Executive Director, The Arc Marijo Rymer, Executive Director, of North Carolina, NC The Arc of Colorado, CO Outstanding Professional Achievement NCE Chair’s Exemplary Leader Award Award Tim Hornbecker, Director, Kevin Crosley, Executive Director, Business and Resource Development, The Arc Herkimer, NY The Arc of Alameda County, CA Lifetime Achievement Award Mary Gonzales, Founder, Gamaliel Foundation, IL

Introduced in 2017: The NEW NCE Emeritus Awardprovides recently retired or soon to retire executives/senior managers within The Arc’s chapter networkwith a lifetime honorary membership with emeritusstatus in NCE in addition to other great benefits. TheLatin definition of Emeritus is literally ‘veteran soldier’!Thus, we are recognizing our veteran members whileensuring their knowledge and passion continue toinform and inspire.2017 Emeritus Award Winners: David Schneider(22 years) President & CEO, The Arc of San Diego, CA;Michael McGinnis (23 years) Executive Director,The Arc of Butte County, CA; Christine Marchand(30 years) Executive Director, The Arc of Maryland;Marsha Blanco (38 years) President & CEO, ACHIEVA,PA Robert D. Gray (42 years) Executive Director,The Arc of Owensboro, KY; Steve Morgan (45 years)Executive Director, The Arc Baltimore, MD

Silent Auction: Bigger! Better! More!The 2017 NCE Silent Auction exceeded it’s $10,000goal by bringing in $13,967, a 71% increase from 2016!Thank you to all the wonderful individuals and organizationswho donated items to the auction and to those who bidon and won items. We look forward to seeing what‘Bigger! Better! More!’ looks like in 2018!Scholarships -The 2017 scholarship fund of $8,145 allowed us to bring 14 NCEmembers to the 2017 Summer Leadership Institute and ProfessionalDevelopment Seminar.“As a recipient of the 2017 NCE Scholarship, I want to thankNCE for funding this scholarship. It made a differencein the expense cost to my organization while offeringthe opportunity to meet and share ideas with thecurrent and future leaders of The Arc. Thank you!”Funmi Korede, Northeast Arc.

NCE Membership 2015 TOTALNCEMEMBERS 944 GROWTH IN GOLD PASS 12 We become stronger as a chapter CHAPTERS WITH PASSES 61 network with each individual who engages with The Arc community. 2016 TOTALNCEMEMBERS 1,097 Go For The Gold and spread GROWTH IN GOLD PASS 15 the benefits of NCE to your CHAPTERS WITH PASSES 64 entire chapter. 2017 TOTALNCEMEMBERS 1,354 GROWTH IN GOLD PASS 20 CHAPTERS WITH PASSES 65



Looking Ahead to 2018 The devastating impact of the potential cuts to or the elimination of critical programs and services that support people with I/DD to live healthy, safe, and fully-included lives in their communities elevated our collective advocacy efforts to a level of intensity not seen in recent years. The advocacy “forecast” for 2018 points to another year of engaging in the “fight of our lives.” NCE will continue its work of providing outstanding professional development for leaders of chapters of The Arc, but with an added “lens” of what it takes to further activate our grassroots networks and build strong coalitions. NCE will continue: • Its in-depth “think tank” discussions that shape the activities of The Arc and NCE; • Offering leadership development and networking opportunities through the Summer Leadership Institute(SLI) in Philadelphia and Professional Development Seminar (PDS)in Nashville that help leaders adapt to change and thrive during challenging times • To raise money through the silent auction to offer scholarships to current and next-generation leaders; • To develop useful content for training purposes through The Arc Connection; • To offer ways to connect with other chapter leaders through the Google groups and other online platforms; and • To explore new ways to engage chapter leaders and provide mentorship opportunities. The year ahead will be full of challenges. Together, we can weather the storm and emerge a stronger and more unified force for advancing the rights of people with I/DD. NCE is committed to providing chapters leaders with the tools they need to thrive even during difficult times. Take a chance and see what NCE has to offer for your staff – you won’t be disappointed!

NCE Steering Committee – 2017-2018CHAIR: REGIONAL REPRESENTATIVE 4: MEMBER AT LARGE:Carrie Hobbs Guiden, Executive Director, Kevin Fish, Executive Director, Melanie Soto, Assistant ExecutiveThe Arc of Tennessee, TN The Arc of Sedgwick County, KS Director, Y.E.S. The Arc, AZ1ST VICE CHAIR: REGIONAL REPRESENTATIVE 5:Karen Shoemaker, Executive Director, Robert Malone, Executive Director, MEMBER AT LARGE:The Arc of Lehigh and Northampton The Arc of Prince George’s County, MD Nancy Murray, Executive Director,Counties, PA The Arc of Greater Pittsburgh, PA REGIONAL REPRESENTATIVE 6:2ND VICE CHAIR: Lori Ropa, Executive Director, MEMBER AT LARGE:Chris Stewart, President/CEO, The Arc of Jefferson, Clear Creek & Tanya Regli, Executive Director,The Arc of Jefferson County, AL Gilpin Counties, CO The Arc of Philadelphia, PAIMMEDIATE PAST PRESIDENT: MEMBER AT LARGE: MEMBER AT LARGE:Tim Hornbecker, Director of Business Frank Adu, Executive Director, Wilfred Romero, Executive Director,and Resource Development, The Arc Middlesex County, NJ The Arc of the Pikes Peak Region, COThe Arc of Alameda County, CA MEMBER AT LARGE: THE ARC BOARD REPRESENTATIVE:REGIONAL REPRESENTATIVE 1: Lori Opiela, Vice President for Day and Ron Brown, Dallas, TXJohn Nash, Executive Director, Employment Services,The Arc of North Carolina, NC UCP Seguin, IL THE ARC CEO: Peter Berns, Washington, DCREGIONAL REPRESENTATIVE 2: MEMBER AT LARGE:Kathleen Stauffer, Executive Director, Jean Phelps, Chief Executive Officer,The Arc of New London County, CT LifeLinks/The Arc of Greater Lowell, MAREGIONAL REPRESENTATIVE 3: MEMBER AT LARGE:Kim Dodson, Executive Director, Jon Meyers, Executive Director,The Arc of Indiana, IN The Arc of Arizona, AZ

FINANCIAL REPORT REVENUE EXPENSES SURPLUS (DEFICIT) 2016 ACTUAL 2016 ACTUAL $196,352 ($427,949) 2016 ACTUAL 2017 ACTUAL ($231,597) $214,252 2017 ACTUAL ($377,335) 2017 ACTUAL ($163,083)

Sponsors & DonorsThe ability of NCE and The Arc to provide quality events, speakers, and ongoing learningis facilitated by the generous support of organizations and individuals who believe in theimportance of professional development in building strong, mission-driven chapters.We appreciate and thank our 2017 sponsors, donors, and in-kind donors.Sponsors In-Kind Donors Dan Stewart The Arc Fresno andAnthem Alpha Resource Center Madera CountiesCentene Bradley & Associates, C.P.A. The Arc ColoradoElegant Clinical (Ruby) Ann Curl The Arc IndianaMass Mutual SpecialCare Kim Dodson The Arc Jefferson CountyMedisked Gaylord Opryland Resort & The Arc Lehigh andMercer Convention Center Northampton CountiesMutual of America Karyn Gregorius The Arc New London CountyPEX Carrie Hobbs Guiden The Arc PennsylvaniaRelias Learning Gary Horner The Arc Prince George’s CountySt. Louis Arc, MO JennyLU Designs The Arc OtsegoTherap Betsy Katz The Arc Ventura CountyWealthEngine LifeLinks/The Arc of The Enrichment Center Greater Lowell Timothy HornbeckerDonors Lord & Taylor UCP Seguin of Chicago Joe Mancini Western DigitalAnonymous Donor, IL Elise McMillan Carol WheelerAngela Katz, FL Barry Meyer Wyndham ResortsMark Keeley, MO Nashville Convention & Zingerman’sRichard Fitzmaurice, CA Visitors BureauJon Meyers, AZ NewseumKimberly Olson, CA Doe O’ConnorKaren Shoemaker, PA Tanya RegliErik Smith, IN Renaissance Washington DC HotelThe Arc of North Carolina, NC Fred RobinsonThe Arc of Pikes Peak Region, CO Lori RopaThe Arc of Westchester, NY Darcy Rosenbaum Robin Shaffert Sheraton San Diego Hotel & Marina



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