May 12-14, 2015
The Florida Hotel & Conference Center
1500 Sand Lake Road
Orlando, Florida 32809
DRAFT AGENDA
Tuesday, May 12, 2015
10:00 am – 6:00 pm
Registration Open
11:45 am – 12:45 pm
Lunch with Board of Directors
12:45 – 1:00 pm
Move to Sessions
1:00 – 6:00 pm
NAO Board of Directors – Strategic Planning Meeting
1:00 – 6:00 pm
Pre-Summit Grant-Writing Workshop – How to Write a Top-Notch Federal, State and
Foundation Grant
($75.00 Additional Fee Required)
Presenters: Mary Craig, President Erie Niagara Area Health Education Center, Inc; Tricia
Harrity, M.S., Executive Director, Northwest Connecticut AHEC; Elyse Perweiler, MPP, RN,
Director, New Jersey State AHEC Program
3:00 – 3:30 pm
Afternoon Break with Board of Directors
Evening on own
Wednesday, May 13, 2015
7:00 am – 7:00 pm
Registration Open
7:30 – 8:30 am
Networking Breakfast
8:30 – 8:45 am
Welcome – Rob Trachtenberg, CEO and Marty Schaller, NAO President
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The NAO 2015 Business Summit workshops are designed to provide participants with
essential hands-on tools and skills to directly sustain and grow their centers or program
offices, thereby building program delivery capacity. The Summit workshops have been
selected by the organizing committee based on their vital role in creating sustainable
organizational growth. Each session will be presented in a workshop format using participantcentered existing/emerging applications, and providing specific tools as useful resources.
Updated: 04/24/2015
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Morning Workshops
8:45 – 10:15 am
1. Tools and Techniques for Effectively Managing Significant Loss of Grant
Funding
Presenters: Marilyn Mesh, M.Ed, M.Ac., Suwannee River AHEC, Executive Director;
Mary Craig, MSHC, President, Erie Niagara Area Health Education Center, Inc.
This session provides information, tools and instruction useful for preparing an AHEC
center for possible loss of funding, with emphasis on bridging from a singular funding
model to a diversity of funding sources leveraged for sustainability and growth.
Participants will be able to:
1. Assess and build staff strategically
2. Develop Boards of Directors strategically
3. Build sustainability strategically
Participants will receive:
1. SWOT Analysis templates designs specifically for each of the three learning
objectives
2. Enterprise selection criteria worksheets
10:15 – 10:45 am
10:45 am – 12:15 pm
Morning Break
2. Information and Access to Capitalize on Partner, Business and Program
Opportunities at a National Level
Presenter: Robert M. Trachtenberg, M.S., Chief Executive Officer, National AHEC
Organization
This session will provide an overview of existing NAO national-scale projects and will
provide tools and resources for identifying potential national-scale AHEC/NAO
projects and a process by which potential projects & opportunities might be pursued
Participants will be able to:
1. Identify the five specific criteria required for creating/transitioning to fee-based
business to business arrangements.
2. Employ the strategic partner template to craft specific business to business
arrangements that provide financial margin.
Participants will:
1. Understand past and existing national-scale NAO projects
2. Understand the notion and value of thinking of the NAO/AHEC network as a
national force for improving health in communities across the country
3. Identify specific steps to assess potential initiatives via the NAO/national
network
Participants will receive:
1. Broad-based resources & information for exploring national-scale funding
opportunities
2. A process by which potential opportunities may be pursued & evaluated
Updated: 04/24/2015
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12:30 – 1:45 pm
Lunch with Keynote Speaker – Debra Solt, Director Workforce Training & Economic
Development, Desert Meadows AHEC, Las Vegas, NV
“Re-thinking Sustainability . . . a New Vision and Program Model for Nevada’s AHEC
System.”
A story of linked missions, and the launch of Desert Meadows AHEC, a Service of Las Vegas
PBS where common goals align and how this partnership can be replicated for success and
lead to program revenues and sustainable income for operations.
Afternoon Workshops
2:00 – 3:30 pm
1. Tools and Resources for Developing Social Enterprise Practices
Presenter: Richard K. Merchant. CEO, Health WorkForce New York
This session will initiate social enterprise planning, and will provide tools and
resources for identifying, vetting and launching social enterprise ventures in an AHEC
setting.
Participants will be able to:
1. Identify and select various social enterprise opportunities for their organization
2. Initiate vetting of the selected venture using specific criteria.
3. Initiate planning for launch of a selected social enterprise venture.
Participants will receive:
1.
2.
3.
4.
5.
6.
3:30 – 4:00 pm
4:00 – 5:30 pm
Social Enterprise Ideation Resource Guide
Social Enterprise Selection Worksheet and Calculator
Social Enterprise Feasibility Schematic and Evaluation Template
Social Enterprise Business Plan Template
Social Enterprise Launch Checklist
Social Enterprise Evaluation Guidebook and Best Practices
Afternoon Break
2. Three-Level Financial Instructions and Resources on Operating a Non-Profit
Presenter: Anita Merrill, Center Director, Northern Area Health Education Center
This session provides specific instructions, templates, and best practice examples of
bookkeeping, financial management of multiple contracts, and revenue-generating
models for AHECs.
Participants will be able to:
1. Demonstrate basic budgeting and accounting for AHECs
2. Manage multiple grants and contracts
3. Set-up and manage Social Enterprise (venture-based) budgeting,
accounting and reporting
Updated: 04/24/2015
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5:30 – 7:30 pm
Networking Reception
The 2015 NAO Business Summit Networking Reception is a relaxed, intimate time for AHEC
professionals to engage with each other both socially and with the opportunity to share and
discuss exciting new program and business activities. The Networking Event will offer music,
drinks and hor d'oeuvres. It is a unique occasion for you to encounter and interact with
colleagues who share a focus on developing their organizations and the National AHEC
Organization to further our collective mission in healthcare workforce development. We look
forward to seeing you there!
Thursday, May 14, 2015
8:00 am – 12:00 pm
The Marketplace
The Marketplace is an exciting, interactive and engaging venue for networking and sharing of
best practices. It provides the opportunity for AHECs to sell, share, promote, and receive
feedback on their ideas and good work to/from other AHECs from around the country. If you
and your community partners are finding value in the work you are doing, you should share it
with your colleagues. This can include many things such as training/educational curricula,
innovative program designs, program materials/equipment, technology applications, grant
opportunities, strategic partnerships and business arrangements, organizational/board
development initiatives, marketing strategies, and any other program, product or servicerelated information or tools and resources you think would be of value to your AHEC
colleagues. Don't miss out on this fantastic opportunity being made available to all AHEC's
and your valued partners, so secure your free booth now! For more information, see below.
Exhibitor Booths
Do you have a program, product or service that you think other AHEC Centers and Program
Offices around the country may be interested in knowing about? If you do, the 2015 NAO
Business Summit is hosting an AHEC Marketplace on May 14, 2015 from 8:00 AM through
12:00 PM. The Marketplace is a large venue designed for AHECs from around the country to
set up a booth to exhibit and promote their programs, products and services. The Marketplace
is a perfect opportunity for AHEC’s to view best practices, access transferable programs,
products and services, and initiate partnerships and ventures with other AHECs and Program
Offices from across the country. The Marketplace serves to advance the national AHEC
network as a dynamic and integrated aggregation of health workforce development systems.
Reserve your booth now for the NAO 2015 Business Summit. You can have the opportunity to
make your program, product or service go national. Don’t miss out!
Updated: 04/24/2015
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