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Wednesday, July 23



Evening Activity: Take me out to the Ball Game (Ticketed Event)
Enjoy the company of your NCE colleagues, peanuts, and crackerjack while watching the Cubs vs. San Diego at Wrigley Field. The cost is $63.84 per ticket. To reserve and purchase your tickets, please contact Dan Stewart at dans@achievaresources.org by April 30th. 

Wednesday July 23, 2014 7:05pm - 11:00pm
Wrigley Field 1060 W Addison St, Chicago, IL 60613
Thursday, July 24



Welcome Reception
Refreshments will be served to welcome you to the NCE Summer Leadership Institute

Thursday July 24, 2014 1:00pm - 1:30pm
Buckingham Ballroom Foyer The Warwick Allerton Hotel


Succession Planning: Plan for it before you need it!

This session will focus on the need that all organizations have for implementing a Succession Plan for their leadership, management and key positions. Special attention will also focus on preparing a Succession Plan for a Board of Directors as well as any non-paid contributors.  

This interactive presentation will talk about key success factors to Succession Planning from Plan development through Plan implementation and beyond. Approaches to Plan communication and measurement of success will be identified. 


  1. Understanding the Business reasons for Succession Planning
  2. The steps to designing, implementing and measuring an effective Succession Plan


John Newton

Founder of John and Newton and Associates, Adjunct Faculty member at NIU, and Instructor at DePaul University

Thursday July 24, 2014 1:30pm - 2:45pm
Frank Lloyd Wright Room The Warwick Allerton Hotel


We are The Arc: A Sharing Session for New Execs & Senior Leadership

The Arc’s chapter network is a diverse tapestry representing different regions, providing a wide variety of services, and serving diverse communities in rural and urban areas nationwide. Differences aside, we share the same mission statement that makes us all a part of The Arc. We have guiding principles and expectations that we want all chapters to strive for as we represent the name and core values across the country. 

This session will host a mixed panel of new and experienced chapter leaders from large and small organizations who will share what they get out of being involved with NCE, how to use certain resources, and great ideas that have been successful for their chapter that can be replicated in other chapters. This session will also include a Q&A Session. 


  • Learn about the many benefits of NCE membership
  • Chapter leaders will learn from other chapters how they can leverage their NCE involvement to optimize chapter success
  • Learn successful strategies from other chapters that can be replicated   


avatar for Wilfred Romero

Wilfred Romero

Executive Director, The Arc of the Pikes Peak Region
I have been in the nonprofit world for over close to 30 years. I truly believe that my mission in life is to help other succeed as a coach and mentor. I am passionate about leading high quality programs that stay focused on their mission while developing future leaders.


Kevin Fish

Executive Director, The Arc of Sedgwick County
The Arc of Sedgwick County serves thousands annually through hundreds of social, recreational, educational, advocacy and mentoring events and activities.
avatar for George Suess

George Suess

C E O, The Arc of Delaware County
George Suess, M.S. has worked with people intellectual and developmental disabilities for over 40 years. He has been employed by The Arc of Delaware County, NY (Delarc) for 35 years and has served as CEO for the past 28. Delarc supports over 300 children and adults daily and another 100 annually through an array of day and residential services. Delarc has published 3 best-selling books by Mr. Suess.  Shift Happens . . . Making the Shift to... Read More →

Jodi Woessner

Vice President, Belle Children’s Services of St. Louis Arc

Thursday July 24, 2014 1:30pm - 2:45pm
Buckingham Ballroom The Warwick Allerton Hotel


Charting the Future of Services and Supports – The Role of The Arc’s Leadership in Shaping the Future

For teams and organizations to be truly effective, everyone must be coordinated and everyone must trust each other. This session will examine a variety of concrete, practical actions that leaders can take to create better coordination and more trust and, as a result, be more effective. The session will be active, including a hands-on exercise as well as ample time for discussions and Q&A.  



  • Strategies to build coordination and trust in your chapter staff
  • Practical actions that will improve chapter effectiveness
  • Discussion and Q&A that will allow chapters to learn from one another


Derrick Dufresne

President, CRA Consulting, Inc.

Thursday July 24, 2014 3:00pm - 6:00pm
Buckingham Ballroom The Warwick Allerton Hotel


Evening Activity: A Night on The Town (Mexican Appetizers & Second City Comedy Show, Ticketed Event)

Cost for Cocktail Reception & Comedy Show $75/person 

Pre-theater Cocktail Reception

Since opening in 2000, Adobo Grill has create mucho buzz and muy loyal following. From tableside guacamole to unique margaritas and traditional en Adobo delicioso food, this festive authentic Mexican experience is unmatched.

Plentiful passed appetizers:

  • Chips y Salsa (corn tortilla chips with homemade salsa)
  • Guacamole (Adobo’s famous guacamole, prepared tableside)
  • Empanadas Potosinas (Corn masa turnovers stuffed with 3 cheeses, corn, poblano rajas, and tomatillo salsa)
  • Tostaditas de Ceviche (little tostadas topped with marinated tilapia, olives and avocado)
  • Skewers (marinated flank steak skewers basted with morita quemado salsa)
  • Tamales (chicken tamales steamed in a corn husk, basted in tomato morita salsa and sour cream)
  • Salbutes (little tostadas topped with achiote marinated chicken, pickled onions, black beans, and sour cream)

One cocktail included (select from):

  • Adobo’s Margarita
  • Mexican Beers
  • Red/White Wine

The Second City Comedy Club

The Second City is the world’s premier comedy club/theater and school of improvisation. The Second City specializes in sketch comedy and improv and has been delighting audiences for over 50 years. We have comedy shows seven nights a week on our stages; the shows consist of short scenes, songs, and improvised comedy sketches. Cocktails and food are available throughout the show.

The Second City has been the training ground for a host of famous alumni including John Belushi, Mike Myers, Bill Murray, Gilda Radner, John Candy, Catherine O’Hara, Tina Fey, Steve Carell, Stephen Colbert, and over 500 more. Read more about the history of The Second City.

Featuring: Second City’s 102nd Revue, Depraved New World 8:00 pm show time  

Ever wonder what people are really thinking? Maybe it’s positive and sweet. Maybe it’s weird and dirty. From musical orgies, blind dates and the innocent beginning of an international email scam, “Depraved New World” takes you on a wild ride to see what’s happening behind the eyes of the beholder. 

NOTE: Bus transportation from The Allerton Hotel leaving at 6:15 pm 

Thursday July 24, 2014 6:15pm - 11:00pm
Adobo Grill 1616 N Wells St. (next door to The Second City Comedy Club)
Friday, July 25


Continental Breakfast

Friday July 25, 2014 8:00am - 8:45am
Buckingham Ballroom The Warwick Allerton Hotel


The Arc & CareerBuilder Workforce Solutions Pilot Program

Learn how CareerBuilder and The Arc are teaming up to provide cutting-edge technology that is empowering to individuals with I/DD to enter the workforce through comprehensive online skills assessment, job readiness training, and job application process.


  • Utilization of online technology to access, train, and create job opportunities for clients
  • How to connect with employers and their workforce needs
  • Optimize analytical software to strengthen job development outcomes




Kelly Berardelli

Director of Consumer Services, SouthSTAR Services, local chapter of The Arc

Jonathan Lucus

Managing Director, Employment & Transition Services, The Arc
Jonathan Lucus is the Managing Director of Employment and Transition Services at The Arc of the United States. He received his MPA from the UNCG and certification of Russian language and culture from Lomonosov Moscow State University. Jonathan brings over fifteen years of program administration experience that has supported marginalized populations. Before coming to The Arc, he oversaw a national technical assistance program for the U.S. Office... Read More →
avatar for Stephanie Scharaga

Stephanie Scharaga

Major Account Executive, CareerBuilder

Friday July 25, 2014 8:30am - 9:45am
Buckingham Ballroom The Warwick Allerton Hotel


Developing The Arc into a More Powerful Organization by Increasing Collaboration, Coordination and Community Organizing

To become a more powerful organization, the chapters of The Arc need to cultivate leadership from people with disabilities and their families, and reduce "disability silos" by collaborating with non-traditional partner organizations. Following the presentation by Mary Gonzales, a panel of State and Local Executive Directors will respond to her remarks and discuss how their chapters' advocacy has impacted their elected officials and community.

  • Creating relationships – the pre-requisite to effective community building
  • Moving from "maintaining an agency" to 'creating a powerful community"
  • Defining elements of a Power Organization 

avatar for Tony Anderson

Tony Anderson

Executive Director, The Arc California
Tony Anderson joined The Arc California in 2003 and serves as Executive Director and principle lobbyist. In this capacity, he serves on numerous state and national boards and commissions, and is the past national President for the executive directors of The Arc. He has worked in the leadership for the Napa County Department of Health and Human Services and was appointed to serve as Deputy Director for Governor Gray Davis responsible for Policy... Read More →

Jim Baldwin

President/CEO, Bakersfield ARC
I have a Banking background. I was on the Board of Directors of BARC for 8 years before becoming President of the organization.

Kim Dodson

Associate Executive Director, The Arc of Indiana
Kim Dodson joined The Arc of Indiana in 1998 as Director of Government Relations and became Associate Executive Director in 2006. In 2013, she was named Executive Director of Arc Innovations, Inc. and The Arc of Indiana Foundation, two entities with that focus on employment opportunities for people with disabilities. She has over 20 years of work experience in the field of public policy and government affairs. She has worked for a United States... Read More →


Mary Gonzales

Gamaliel Foundation

Friday July 25, 2014 10:00am - 12:00pm
Buckingham Ballroom The Warwick Allerton Hotel


Lunch on your own
Friday July 25, 2014 12:00pm - 1:30am


Integrating Major and Planned giving Into Your Agency’s Development Plan
Learn how to diversify and sustain significant agency funding support by integrating major and planned giving into your comprehensive development plan. Speakers will present this material in a scalable way which agencies with both larger and smaller budgets can incorporate incrementally

  • The benefits of major and planned giving fundraising for your agency
  • How to establish a comprehensive development plan which includes major and planned gifts
  • How to turn your annual donors into major and planned giving donors

avatar for Michael David-Wilson

Michael David-Wilson

Chief Executive Officer, The Arc of Atlantic County
Mr. David-Wilson is a Certified Fund Raising Executive (CFRE) who has raised nearly $30 million for not-for-profit health and human services agencies and educational foundations. He also has a total of 16 years of experience in senior management of health and human services related not-for-profits and has served in many board and committee leadership capacities. He has led successful capital and endowment campaigns and is an accomplished... Read More →
avatar for David Tinker

David Tinker

Vice President of Development, ACHIEVA
Mild mannered VP of Advancement, Arc exec, @YNPNPgh Board President, Adjunct Professor of Informatics, Author & Speaker, OFRE Awardee, Muskie & IUPUI alum

Friday July 25, 2014 1:30pm - 2:45pm
Buckingham Ballroom The Warwick Allerton Hotel


Breakout Session: Recruiting, Hiring, & Retaining DSP Workforce

It is widely recognized that the Long-term Services and Support System is experiencing a workforce crisis. The I/DD network historically and currently experiences a high level of direct support professionals (DSP) turnover. The demand for DSPs is growing and the traditional pool of candidates is shrinking.  

The Research and Training Center at the University of Minnesota has developed a number of tools to support agencies and leaders in the recruitment, retention and training of quality DSPs.  In this session, you will learn about these tools and the outcomes of a recent online training intervention study.  You will also hear from The Arc of Mississippi about their experience using the College of Direct Support online training.  


  • Identify at least three workforce development strategies you can use to improve the tenure and competency of your DSPs
  • Learn how to implement a quality, competency-based online training curriculum
  • Discover first-hand how this training curriculum has impacted the chapters and agencies that use the College of Direct Support 



Lisa Burck

Direct Support Professional Opoortunity (DSPO) Project Director, The Arc of Mississippi
past president of National Alliance of Direct Support Professionals

Lori Sedlezky

Director of Knowledge Translation, Research and Training Center on Community Living, University of Minnesota

Friday July 25, 2014 3:00pm - 4:15pm
Frank Lloyd Wright Room The Warwick Allerton Hotel


Breakout Session: Strengthening Chapter Governance & Board Development

This session will present tools used by Chapters to build and support the elements of the Standards for Excellence in everyday work of the board. 


  • Creating a culture of self examination
  • Develop learning environments for board skill development
  • Using self evaluation to strengthen governance and corporate compliance
  • The use of bylaws and board policies to strengthen board governance


avatar for Peter V. Berns

Peter V. Berns

Chief Executive Officer, The Arc
Peter V. Berns has been the Chief Executive Officer of The Arc of the United States since 2008. Prior to coming to The Arc, he had been Executive Director of the Maryland Association of Nonprofit Organizations since 1992. In addition, he served as Chief Executive Officer of the Standards for Excellence Institute since its inception in 2004. Previously held positions include Deputy Chief of Consumer Protection in the Maryland Attorney... Read More →

Ric Swierat

Executive Director, Arc Westchester

Friday July 25, 2014 3:00pm - 4:15pm
Buckingham Ballroom The Warwick Allerton Hotel


Breakout Session: Supporting Aging Caregivers of Adults with I/DD: Strategies across the States

Over 75% of adults with I/DD are supported at home by family members with no other ancillary supports.  Many of these family members are aging and have no plan for the future support of their loved one.  Join us for this informative session about The Arc’s new Center for Future Planning and a panel discussion on strategies being implemented across states to support aging caregivers.


  • Participants will learn more about the issue of aging caregivers of adults with I/DD and the challenges they face
  • Participants will learn about projects/initiatives from chapters of The Arc that are addressing the issues aging caregivers face
  • Participants will learn tips for developing/replicating these projects/initiatives in your state


avatar for Robin Shaffert

Robin Shaffert

Senior Executive Officer, Individual and Family Support, The Arc
Before joining The Arc, Robin was the Policy Director for the Caring Across Generations campaign, which is a coalition of over 200 diverse organizations committed to reforming long term services and supports for seniors and people with disabilities. Robin also served as Senior Director of Corporate Social Responsibility for the American Association of People with Disabilities (AAPD), where she led AAPD’s participation with Workforce... Read More →

avatar for Karen Grady

Karen Grady

Executive Director, The Arc of Lehigh & Northampton Counties

Kim Keprios

Chief Executive Officer, The Arc Greater Twin Cities

Lori Ropa

Executive Director, The Arc – Jefferson, Clear Creek & Gilpin Counties
Lori Ropa has served as Executive Director of The Arc Jefferson, Clear Creek & Gilpin Counties in Colorado for just over four years. Becoming a part of The Arc family was the realization of her dream to fully utilize her skills in an organization that embraces and respects every person, and strives to create a world that reflects the values she holds close to her heart. In 2012, she was presented with NCE’s Rising Star Award at The... Read More →

Ellen Stone

Executive Director, The Arc Community Advocates

John Voit

Executive Director, UCP Seguin of Greater Chicago

Friday July 25, 2014 3:00pm - 4:15pm
Olmstead Room The Warwick Allterton Hotel


Getting Down to Business!
Moving towards inclusive employment and confronting regular funding crises present many challenges.  They also produce opportunities.  Join chapter leaders and learn about the businesses they created to provide inclusive employment opportunities for individuals and generate revenue for their chapters.  Developed in response to a question about business ventures submitted through the NCE Local Executive listserv, this session features a panel of chapter leaders that are working towards the goal of starting a business or have been running successful businesses at their chapter.  The panel will briefly discuss their ventures and then field questions developed through the NCE Business Development listserv and field questions from the audience.

  • Identifying the advantages to launching a business to generate revenue and provide inclusive employment 
  • Assessing the challenges to creating a business 
  • Learn from chapters who are in the process of setting up businesses and are running successful businesses at their chapters 


Jennifer Lassiter

Executive Director, The Arc of Loudoun
avatar for Steve McDonell

Steve McDonell

Vice President of Information Technology, ACHIEVA, Inc.


Charles Brewer

Executive Director, ARC Gateway
avatar for Cliff Doescher

Cliff Doescher

Executive Director, The Arc of Greater New Orleans
Cliff has over 35 years of experience in the habilitation field with expertise in vocational and employment services, as well as extensive experience with social enterprises. Following Hurricane Katrina in 2005, his agency underwent a conversion of services focusing on employment, health and fitness, and community involvement and participation. He has served as the Executive Director of Arc of Greater New Orleans since 1993, and has held... Read More →

Kevin MacDonald

Executive Director, The Arc Los Angeles and Orange Counties

Ken Singer

Executive Director, Berkshire County Arc
Kenneth W. Singer has served as Executive Director of Berkshire County Arc since 1994, and currently oversees a $24 million budget, 600 staff, and a large number of services including residential, day, vocational, clinical and family support. He is a member of the National Council of Executives of The Arc, and has received the “Outstanding Professional Achievement Award” from the National Council of Executives of The Arc. He holds a... Read More →

Friday July 25, 2014 4:30pm - 6:00pm
Buckingham Ballroom The Warwick Allerton Hotel


Evening Activity: Spirit of Chicago Dinner Cruise (Ticketed Event)

Cost for Cruise $75/person

Spirit of Chicago

Boarding time:  7:30 pm     Cruise time:  8:00 – 11:00 pm

Cruise along the lakefront on a cruise ship designed for fun – and comfort. Spirit of Chicago’s ready to show you the city. Enjoy the topside open-air rooftop deck, three climate controlled interior decks with panoramic windows, “Chopped” champion and celebrity chef Eric LeVine’s cooked up some fun new dishes for your culinary pleasure – featuring a delicious buffet menu with vegetarian and gluten-free options, listen and dance to the live DJ on the spacious dance floors and enjoy the full service bars. 

So come aboard for a few hours of food, music and skyline views. Here’s what you can expect on this 3 hour sail around Lake Michigan.

NOTE:  Transportation is not provided. We recommend small groups taking a cab to and from The Allerton Hotel to the Navy Pier. Staff from The Arc will be on location to assist as needed.


Friday July 25, 2014 7:30pm - 11:00pm
Navy Pier 600 E Grand Ave, Chicago, IL 60611
Saturday, July 26


Morning Coffee
Saturday July 26, 2014 8:30am - 9:00am
Tip Top Ballroom The Warwick Allerton Hotel


Round table discussions: Speed learning with NCE

Join Chapters for a series of brief but knowledge-packed round table discussions about issues important for supporting people with I/DD and flourishing in the nonprofit world. You will have 20 minutes for each topic—facilitated by a colleague—and will come away with useful information and resources for your chapter.


  • Learn about The Arc’s Diversity and Cultural Competence Program and the National Center for Criminal Justice and Disability
  • Get up to date on hot topics in our field: guardianship, health care, supports for kids with Autism, and more
  • Useful ideas for innovative approaches to fundraising and organizational development

Saturday July 26, 2014 9:00am - 10:15am
Tip Top Ballroom The Warwick Allerton Hotel


Closing Brunch: Community & CMS—what’s it all about?

Enjoy our closing brunch while listening to keynote speakers and a panel discussion about state implementation of new rules about community based long term services and supports from the Center for Medicare and Medicaid Services. Ric Swierat (The Arc of Westchester, NY) and Marijo Rymer (The Arc of CO) will moderate a panel discussion—with lots of time for questions—among Marty Ford, Senior Executive Officer of Public Policy at The Arc; Terry Macy, Department of Developmental Services, Commissioner--CT and Dave Richards, Behavioral Health and Developmental Disabilities Service, Deputy Secretary—NC. Terry and Dave are long time NCE members.


  • Learn about new CMS requirements
  • Learn how states are implementing the requirements
  • Learn how the requirements affect chapters


Marijo Rymer

Executive Director, The Arc of Colorado
Marijo Rymer has been Executive Director of The Arc of Colorado since 2207. She has served on the Board of the National Council of Executives of The Arc, on the Committee on the Future of The Arc, and was awarded the NCE Executive Excellence Award in 2012. She is a gubernatorial appointee to the Colorado Community Living Advisory Group and co-chairs the CO Waiver Simplification Committee. Ms. Rymer has received numerous awards including "Foot... Read More →

avatar for Marty Ford

Marty Ford

Senior Executive Officer, Public Policy, The Arc
Marty Ford leads the five person Public Policy team represent¬ing The Arc on Capitol Hill and before federal agencies. With 29 years of experience, Ford is a recognized leader in federal policy issues affecting people with disabilities, particularly long term services and supports, Medicaid, and Social Security dis¬ability issues, and has testified numerous times before Congress. She served three years as Chairperson of the Consortium for... Read More →

Terry Macy

Commissioner, The Department of Developmental Services (DDS)
former NCE Member

Dave Richard

Deputy Secretary, Behavioral Health and Developmental Disabilities Services
former NCE Member

Saturday July 26, 2014 10:30am - 12:30pm
Tip Top Ballroom The Warwick Allerton Hotel