Sponsors





Presented By


ascendant logo
Agenda-at-a-Glance

Pre-Summit Workshops: Wednesday, March 4, 2009
7:45am
Continental Breakfast and Summit Registration
8:30am
WORKSHOP A:
Getting Started with the Balanced Scorecard
WORKSHOP B:
Getting Started with the Balanced Scorecard – Non-Profits
WORKSHOP C: Leadership Development and Employee Coaching
12:00pm
Networking Luncheon
1:00pm
WORKSHOP D:
Making Performance Reporting Effective through Management Meetings
WORKSHOP E:
Strategic Initiatives:  Launching the Strategy into Action
WORKSHOP F:
Strategic Planning for Non-Profit Organizations
4:00pm – 5:30pm
Pre-Summit Reception


Day One: Thursday, March 5, 2009
7:45am
Continental Breakfast and Workshop Registration
8:30am
Welcome and Introductions
THEME 1:
Integrate Strategic Planning and Operational Execution to Drive Organizational Performance
8:45am
KEYNOTE SESSION: Creating a Strategy Execution Premium for Your Organization
Dr. Robert S. Kaplan
Co-Creator of the Balanced Scorecard
9:45am
Using the Balanced Scorecard to Effect Major and Lasting Change
Dr. Jon Meliones
Richard Ballard
Duke Children’s Hospital
10:45am
Morning Break
11:00am
Integrating Strategy into Day-to-Day Operations
Tiziana Dearing-Catholic Charities of Boston
12:00pm
Networking Luncheon
THEME 2:
Aligning Your Organization to Execute Strategy
1:00pm
Aligning Organizational Units and Employees
Allen S. Grossman-Harvard Business School
2:00pm
Performance Breakouts
Track A:
Aligning the Workforce to Organizational Strategy
David Schlendorf
Federal Bureau of Investigation (FBI)
Track B:
Attracting and Training the Next Generation of Leaders in Non-Profits and the Public Sector
Track C:
Using Your Balanced Scorecard To Drive Fundraising Success
Sue Dahling Sullivan Citi Performing Arts Center
3:00pm
Afternon Break
4:00pm
Performance Breakouts
Track A:
Creating Alignment between Foundations, Donors, and Grantees 
Ron Bialek
Public Health Foundation
Track B:
Succession Planning: Filling the Void of Retiring Baby-Boomers
Jeff Risinger U.S. Securities and Exchange Commission
Track C:
Financial Performance Panel
4:15pm  
PANEL DISCUSSION: Maximizing Program Effectiveness and Seizing Opportunities for Executing Strategy
Dr. Robert S. Kaplan Co-Creator of the Balanced Scorecard
Laura Downing Ascendant Strategy Management Group
4:45pm 
–6:15pm
Networking Reception


Day Two: Friday, March 6, 2009
7:45am
Continental Breakfast and Workshop Registration
THEME 3:
Linking Strategy and Operations to Driving Results
8:30am
KEYNOTE SESSION: Management Meetings to Monitor, Learn, and Adapt
Dr. Robert S. Kaplan
Co-Creator of the Balanced Scorecard
9:30am
Driving Transformational Change with the Balanced Scorecard
Dr. Michael Arthur
University of Leeds
10:30am
Morning Break
11:15am
Performance Breakouts
Track D:
Performance Reporting and Analysis		 Track E:
Change Management		 Track F:
Community Engagement
Establishing and Implementing a Comprehensive Performance Reporting System
Communicating and Implementing Organizational Change
Robert Egger
DC Central Kitchen
Engaging Your Community with the Balanced Scorecard
Fulton County Schools
Debbie Jaffe, Chief Planning Officer, Fulton County Schools
12:15pm

Networking Luncheon
1:15pm
Managing Organizational Capacity and Growth
Jane Donahue, Vice President, Deaconess Foundation
THEME 4:
Organizing to Generate Results
2:15pm

Establishing an Office of Strategy Management (OSM)
to Facilitate the Execution of Strategy
Mark Langley,
Executive Vice President & Chief Operations Officer
Project Management Institute (PMI)
3:15pm
Q&A with Dr. Kaplan and Speakers
3:35pm
Summit Adjourn