Change in the world starts in Texas What is Your Story? Featuring Bridget Brandt, who will do a three part speech on connections to each other, the community, and donors and volunteers.
Lone Star Summit 2016 AUGUST 7-10 EMBASSY SUITES • SAN MARCOS, TEXAS
Lone Star Summit 2016
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WHEN YOU BUILD WITH NATURAL GAS, HOMEOWNERS BENEFIT • Lower energy bills • More comfort and convenience • Half the carbon footprint of an all-electric home
Learn more at CenterPointEnergy.com/NaturalGasBenefits or contact Tommy Fikac at 830-643-6926.
©2016 CenterPoint Energy 162639
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Habitat for Humanity Texas
WELCOME TO THE LONE STAR SUMMIT 2016
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elcome to the Lone Star Summit 2016 – the annual conference for Habitat affiliates in Texas. This year at Habitat Texas, we’ve really been focusing on using our voices to speak up for others. That might mean speaking up for homebuyers as they learn to be homeowners, maybe at the appraisal district or with insurance companies. It might mean using our voices to speak to elected officials on behalf of a homeowner. It might even mean speaking up for your Habitat family in the legislature. There are lots of reasons why you might speak up. It’s about telling volunteers during breaks on the construction site about why Habitat is important. It might mean telling customers in the ReStore how their purchase supports our work. It
Chas Massey
Amy Ledbetter Parham
most definitely means telling a compelling story to donors and supporters in your community. And that’s one of the main reasons you are here. This year’s summit is really about story-telling. Our stories are powerful. Our voices are powerful. Even our faith says so. “For where two or three are gathered together in my name, there am I in the midst of them.” (Matthew 18:30). There
are different interpretations of this verse, but it is clear that joining together is powerful. It serves as partnership, witness, support of one another in our work; and a recognition that together we can do more than we can do individually. That’s why we gather; that’s why we serve. That’s our ministry. And Habitat is a ministry. We believe in God’s call to “Build houses and live in them; plant gardens … and work for the peace of the community where I have sent you … Pray to the Lord on its behalf.” (Jeremiah 29: 5, 7). We work with people of all faiths and no faiths because our calling is bigger than us, bigger than Habitat. Sometimes our calling seems too big. There is too much need and too much work, but that’s again why we are here together. Not only do we need the opportunity to
improve our work, we need the fellowship of our Habitat family – to be with people who share your calling, your sense of vocation and the understanding of the joys and bruises (the literal and figurative bruises) our work brings. We could not do this without the exhibitors and sponsors who are with us. Please take a moment to thank them for coming and find out more about what it is that brings them here. Use their services if you can. We hope you will find a place here – we want to hear your story. We are glad you are here! Chas Massey, Conference Chair, Amarillo Habitat for Humanity Amy Ledbetter Parham, Executive Director, Habitat for Humanity Texas
Thank you to our Board of Directors and our Conference Planning Committee Habitat Texas Board of Directors
Gage Yager, President Jack Wilson, VP-Governance Lu Montondon, VP-Finance Chas Massey, VP-Affiliate Affairs David Bills, VP- Strategy and Alliances Beaman Floyd, Bruce Gibson, Carmen Graf, Steven Leggett, Miki Lynn, Laurie Mealy
Conference Planning Committee
Tommy Fikac, CenterPoint Energy Jessica McPherson, McCoy’s Building Supply Cindy Staley, Golden Crescent Habitat Katy Walterscheidt, Golden Crescent Habitat Austen Zoutewelle, Habitat for Humanity Texas
Lone Star Summit 2016
Inside Agenda at a Glance..............5-9 Detailed Conference Agenda.........10-13 Speakers Bios .....................14-19 3
2016 Lone Star Summit Exhibitors • Amerinational • inKind • International Liquidation • Huterra Targeted group emails & SMS are easy Flexible construction and ReStore scheduling
• Better Impact • Grounded Solutions • Habitat for Humanity International • Koinonia Farm • Center for Nonprofit Studies • Firespring
STILL COUNTING. The Federal Home Loan Bank of Dallas has awarded more than $8 million in Affordable Housing Program (AHP) grants to Habitat for Humanity Texas projects since 1990. That adds up to 1,450 Habitat homeowners assisted in the Lone Star State — with more to come in 2016.
For more information, call 800.362.2944 or visit fhlb.com. 4
Habitat for Humanity Texas
AGENDA AT A GLANCE Sunday, August 7, 2016 2:00-5:00 p.m.
Pre-Conference Advocacy Focus Group
Location: San Marcos River Rooms A&B Moderators: Beaman Floyd
5:30-7:30 p.m.
Opening Night Reception
Location: Bobcat Stadium at Texas State University Moderators: Beaman Floyd, David Case Sponsors: Wells Fargo
Monday, August 8, 2016 7:00-8:30 a.m.
Exhibit Hall Opens
Location: Veramendi Salon E Type: General
8:30-10:00 a.m.
Opening Plenary & Devotional
Room: Veramendi Salon E Type: Plenary
10:00-10:30 a.m.
Vendor Spotlight, Networking, Munchies
Room: Veramendi Salon E Type: General
Community/Volunteer Engagement Construction Finance Fund Development
10:30 a.m.-noon
Homebuyer Services Large Affiliate Leadership Restore
Power of the Inbox for Nonprofits
Room: Veramendi Salon B Type: Community/Volunteer Engagement Speaker: Toni Harris Sponsor: Constant Contact
Construction Team - The First Line in Advancing the Mission
Room: Veramendi Salon C Type: Construction Speaker: Tiffani Irwin
Homeowner Selection and Mortgage Origination: ECOA phase
Room: Chatauqua Room Type: Finance Speaker: Sonia Lee
Convert Supporters with Powerful Landing Pages
Room: Spring Lake C Type: Fund Development Speakers: Jay Wilkinson Sponsors: Firespring
Life After Closing: Healthy Boundaries for Continued Family Support
Room: Veramendi Salon D Type: Homebuyer Services Speakers: Michele Burns
Large Affiliate - Houston - Construction Placido
Room: Conference Room Type: Large Affiliate Moderators: John Zaborowski
To Exempt or Not to Exempt Employment Issues
Room: Veramendi Salon A Type: Leadership Moderators: Natalie Griffith Speakers: Natalie Rougeux
Top Strategies to Increase ReStore Donations
Room: San Marcos River Room Type: ReStore Speakers: William Stockton, Michael Willard
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Monday, continued 12:00-1:30 p.m.
1:45-3:15 p.m.
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Plenary & Lunch: Spirit of Community
Room: Veramendi Salon E Type: Plenary Sponsors: CenterPoint Energy
Better Safe Than Sorry: Working with Volunteers
Room: Veramendi Salon B Type: Community/Volunteer Engagement Speakers: Don Hartle
International Residential Code - Part 1
Room: Veramendi Salon C Type: Construction Speakers: John Tomlin Sponsors: Apple Energy Group
Moving from Oversight to Sustainability
Room: Chatauqua Room Type: Finance Speakers: Sonia Lee Sponsor: TSAHC
Poverty Unmasked
Room: Veramendi Salon D Type: Home Buyer Services/ Community/Volunteer Engagement Speakers: Barbara Bridgewater, Nancy Gatlin
Large Affiliate - Dallas - Facilitated Development and Volunteer
Room: Private Dining Room, Rocky River Grille Type: Large Affiliate Moderators: Cobi Gray
Large Affiliate - Trinity - Facilitated Family Services
Room: Placido Conference Room Type: Large Affiliate Moderators: Michelle Kennedy
What E.D.s Wish Their Board Knew - and Vice Versa
Room: Veramendi Salon A Type: Leadership Speakers: Frank Gorman Sponsor: Center for Nonprofit Studies
Using Data and Research to Motivate Community Change
Room: Spring Lake C Type: Leadership Moderators: Julie Gunter Speakers: Don Baylor, Emily Ryder Perlmeter Sponsors: Federal Reserve Bank
Tools to Market Efficiently for ReStores
Room: San Marcos River Room Type: ReStore Speakers: Sarah Arredondo
Habitat for Humanity Texas
Monday, continued 3:15-3:45 p.m.
3:45-5:15 p.m.
6:00-8:00 p.m.
Vendor Spotlight, Networking, Munchies
Room: Veramendi Salon E
International Residential Code - Part 2
Room: Veramendi Salon C Type: Construction Speakers: John Tomlin Sponsors: Apple Energy Group
Homeowner Selection and Mortgage Origination: RESPA phase
Room: Chatauqua Room Type: Finance Speakers: Sonia Lee
Who’s in Your Line-Up: Steps to Building a High Performing Development Team
Room: Spring Lake C Type: Fund Development Speaker: Deanna Ackerman
What To Do When Life Happens
Room: Veramendi Salon D Type: Homebuyer Services Speaker: Michele Burns Sponsor: Thrivent
Large Affiliate - CFO - San Antonio
Room: Placido Conference Room Type: Large Affiliate Moderators: Susan Ablaya Sponsors: San Antonio Habitat
Organizational Goal Setting & Uniting Staff behind Goal Achievement through Incentive Compensation
Room: Veramendi Salon A Type: Leadership Speakers: Natalie Griffith
Restore Safety: Targeted for ReStore Managers, Employees, Volunteers or E.D.s
Room: San Marcos River Room Type: ReStore Speakers: Don Hartle
Buffet and Vendors’ Reception
Room: Veramendi Salon E
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Tuesday, August 9, 2016 7:00-8:30 a.m.
Exhibit Hall Opens
Room: Veramendi Salon E Type: General
8:30-9:30 a.m.
Plenary Session: Spirit of Volunteerism
Room: Veramendi Salon E Type: Plenary
Working with Young People as Volunteers
Room: Veramendi Salon B Type: Community/Volunteer Engagement Speakers: Chuck McDaniel, Brenda Shuttlesworth, Lucy Thompson Sponsors: Waco Habitat for Humanity
Habitat Strong - Fortified Building
Room:Veramendi Salon C Type: Construction Speakers: Kevin Gobble Sponsors: Habitat for Humanity International
How to Establish a Healthy Financial Picture at Your Affiliate
Room: Veramendi Salon D Type: Finance Speakers: Todd Fox
Engaging Local Businesses and Corporate Donors: Building a Culture of Giving
Room:Spring Lake C Type: Fund Development Speakers: Erin Samson Sponsors: Austin Habitat for Humanity
Large Affiliate: Austin - Facilitated ReStore
Room: Placido Conference Room Type: Large Affiliate Moderators: Carly Yansak, William Stockton
Time, Talent AND Treasure at the Board Level
Room:Veramendi Salon A Type: Leadership Speakers: Mary Beth Harrington
Conflict Resolution - Part 1
Room: Chatauqua Room Type: Construction/Home Buyers Speakers: Tommy Prince
ReStore = Risky Business: Keeping Your ReStore Out of Trouble
Room: San Marcos River Room Type: ReStore Speakers: Michael Willard
9:30-11:00 a.m.
12:00-2:30 p.m. 8
Vendor Spotlight, Networking, Munchies
Habitat for Humanity Texas
Room: Veramendi Salon E Type: General
Transforming Volunteers into Donors
Room: Veramendi Salon B Type: Community/Volunteer Engagement Speakers: Phllis Snodgrass
How to Build a Safe Room
Room: Veramendi Salon C Type: Construction Speakers: John Bourdeau, Jr.
Affiliate Financial Check-Up: Understanding Affiliate Financial Reports and Fiscal Health
Room: Veramendi Salon D Type: Finance Speakers: Todd Fox Sponsor: ABIP CPA
One Man Band: Tips for Small Development Shops
Room: Spring Lake C Type: Fund Development Speakers: Alason Moorhead
Planned Giving Basics
Room: Placido Conference Room Type: Large Affiliate Speakers: Ellen Jones
How to Prioritize When Everything is a Priority
Room: Veramendi Salon A Type: Leadership Speakers: Mary Beth Harrington
Conflict Resolution - Part 2
Room: Chatauqua Room Type: Construction/Home Buyers Speaker: Speakers: Tommy Prince
ReStore Roundtable
Room:San Marcos River Room Type: ReStore Moderators: Mary Ellen Thomas Speakers: Don Griffith, Cody Hamilton
11:30 a.m.-1:00 p.m.
1:00-3:30 p.m.
Plenary and Lunch: Spirit of Habitat, Facilitated Luncheon & Roundtables
Room: Veramendi Salon E Type: Plenary
3:30-3:45 p.m.
Wrap-up to go
Room: Veramendi Salon E Type: General
Wednesday, August 10, 2016 Build Strong for Less: A Look at the IRC and Fortified Building without Breaking the Bank
Location: TBA Type: Post-Conference Intensive Speakers: Kevin Gobble
Calyx Mortgage Origination Software - An In-Depth Look
Location: TBA Type: Post-Conference Intensive Speakers: Stephen Breden
9:00 a.m.-5:00 p.m.
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DETAILED CONFERENCE AGENDA AUGUST 7, 2016 2-5 p.m. – Pre-conference Advocacy Focus Group Type: General Speaker: Beaman Floyd Location: San Marcos River Rooms A&B 5:30-7:30 p.m. – Opening Night Reception Type: General Moderators: Beaman Floyd, David Case Sponsor: Wells Fargo
AUGUST 8, 2016 7-8:30 a.m. – Exhibit Hall Opens Type: General Location: Veramendi Salon E 8:30-10 a.m. – Opening Plenary & Devotional Type: Plenary Location: Veramendi Salon E 10-10:30 a.m. – Vendor Spotlight, Networking, Munchies Type: General Location: Veramendi Salon E
10:30 a.m.-Noon Breakout Sessions
To Exempt or Not to Exempt Employment Issues
Type: Leadership Description: Effective December 1, 2016, U.S. affiliates with paid employees must comply with new changes to the Fair Labor Standards Act (FLSA) which regulates wage and hour law compliance nationally. These changes specifically affect the threshold level of pay required before an employee can be exempt from receiving overtime pay for all hours over 40 worked in a given week. This presentation will walk affiliates through the new requirements of the law, steps they need to take to comply with these changes and several options for managing their employees’ pay and hours going forward. Speaker: Natalie Rougeux Moderator: Natalie Griffith Location: Veramendi Salon A
Power of the Inbox for Nonprofits
Type: Community/Volunteer Engagement Description: What is the first
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impression you give as a nonprofit when your audience sees you in their email inbox? And when they see you there, what do they do? This powerful seminar takes you step-by-step through the keys to effective email marketing: what it really is (and isn’t); what it can do for your business; and the 5 easy steps you must take to harness the power of the inbox. This includes how to 1) Grow a healthy list, 2) Create great content, 3) Customize a beautiful, mobilefriendly template that matches your brand, 4) Get your emails opened, and 5) Track your results. From revealing why regular email doesn’t work, to insider tips and techniques like automated list building tools and the design elements that work (and those that don’t!), this seminar will give you the keys to the most effective marketing you can do – email marketing. Speaker: Toni Harris Sponsor: Constant Contact Location: Veramendi Salon B
Construction Team - The First Line in Advancing the Mission
Type: Construction Description: The work accomplished on a Habitat job site defines Habitat in the lives of partner families, volunteers and communities. The balance of mission, service and stewardship takes diligence, awareness and commitment. This session addresses not only the “nuts and bolts” of how affiliates build most effectively, but how the decisions of construction leadership carry the mantle of the mission out into the world. Make sure your job site is not only the face of Habitat, but the heart as well. Speaker: Tiffani Irwin Location: Veramendi Salon C
Life After Closing: Healthy Boundaries for Continued Family Support
Type: Homebuyer Services Description: You have helped them with their application, watched while they struggled to work their sweat equity, counseled them and possibly taught them about financial management and budgeting, and finally got them to closing. What now? Does the relationship stop once your partner family becomes a homeowner
family? You want them to be independent and successful, and yet Habitat is oftentimes the only family they can turn to for guidance. This presentation will attempt to answer those questions and help you set a healthy boundary for the homeowner family. Please join us for a candid discussion of how to support and even nurture your families so that they are not just surviving, but thriving. Speaker: Michele Burns Location: Veramendi Salon D
Convert Supporters with Powerful Landing Pages
Type: Fund Development Description: When prospective donors are directed to your website, do you grasp them firmly and get them to commit? According to a study conducted by NonprofitHub.org in 2013, you probably don’t. The report reveals a major chasm between the importance of landing pages and a NPO’s ability to create them. MarketingSherpa says that 44% of clicks are directed at homepages rather than a relevant landing page. It’s time to solve the problem. Learn why to use them and how to build them. In this fast-paced session suitable for all levels of expertise, Jay Wilkinson will navigate through landing page landmines and share dozens of real-world, nonprofit landing pages that get results. Participants will leave the session with practical tips, and action steps that can be implemented right away. You won’t want to miss this engaging and informative session led by Jay Wilkinson, one of America’s top-rated speakers. Speaker: Jay Wilkinson Sponsor: Firespring Location: Spring Lake C
Top Strategies to Increase ReStore Donations
Type: ReStore Description: Practical and creative ideas that any ReStore Manager can use to increase the revenue from your donations. These concepts have been tried in ReStores and other thrift stores to get the best value from your donated inventory. Speakers: Michael Willard, William Stockton Location: San Marcos River Room
Habitat for Humanity Texas
Homeowner Selection and Mortgage Origination: ECOA phase Type: Finance Description: Participants will be guided through federal regulations and best practices during the following phases of the loan application process: marketing/outreach, applicant assessment and partnership approval. This session will also include a discussion on loan originator qualifications, antimoney-laundering policies, and fair lending. Location: Sonia Lee Chatauqua Room
Large Affiliate - Houston - Construction
Type: Large Affiliate Description: This moderated session on Construction is open only to extra large affiliates who pay $25,000 in SOSI fee. Speaker: John Zaborowski Location: Placido Conference Room
Noon-1:30 p.m. – Plenary & Lunch: Spirit of Community Type: Plenary Sponsor: CenterPoint Energy Location: Veramendi Salon E
1:45 - 3:15 p.m Breakout Sessions
What E.D.s Wish Their Board Knew - and Vice Versa
Type: Leadership Description: The relationship between Executive Directors and Boards of Directors can run from “harmony to dysfunction.” This relationship ultimately impacts the success of the affiliate. As affiliates grow and mature organizationally, staff and board often find it difficult to clarify roles and responsibilities thus creating tension in the organization. Through an interactive discussion, attendees will understand the functional responsibilities of staff and board allowing each to manage the relationships effectively. Speaker: Frank Gorman Location: Veramendi Salon A
DETAILED CONFERENCE AGENDA Training Volunteers as Leaders
Type: Community/Volunteer Engagement Description: Targeted for any crew leader or manager that works on the construction site. Key elements of this program are a brief discussion of why safety is important, followed by the psychology of safety when working with a range of workers. Included in this program are key differences between seniors and youth on the construction site. You’ll learn how to deal with safety issues by making safety personal and not becoming the safety cop. Open discussions and perhaps a little role play if time permits. Speaker: Don Hartle Location: Veramendi Salon B
International Residential Code, Part 1
Type: Construction Description: Part one of two: This workshop, in two parts, will focus on the newly adopted energy code for the state of Texas. This course is designed to educate and train builders on the 2015 International Energy Conservation Code. The workshop will highlight changes to the code, new energy code legislation and provide tools and strategies for compliance. Speaker: John Tomlin Sponsor: Apple Energy Group Location: Veramendi Salon C
Poverty Unmasked
Type: Homebuyer Services, Community/Volunteer Engagement Description: A time to explore some crossroads between the cultures of poverty and wealth: seeking to understand both ourselves and others as we communicate and work together towards our common goal of providing simple, decent housing. We will conclude with some specific next steps that could be used in your local affiliate. Speakers: Barbara Bridgewater, Nancy Gatlin Location: Veramendi Salon D
Using Data and Research to Motivate Community Change
Type: Leadership, Fund Development Description: Emily will present
findings from the Dallas Fed’s new Community Outlook Series, which has a special focus on the affordable housing needs of Texas including our rural areas. Don will present “insights for organizations using data” from the book, What Counts for America: Harnessing Data for America’s Communities published by the Urban Institute and the San Francisco Fed. Speaker: Don Baylor, Emily Ryder Perlmeter, Julie Gunter Sponsor: Federal Reserve Bank Location: Spring Lake C
Tools to Market Efficiently for ReStores
Type: ReStore Description: San Antonio Habitat for Humanity has built one of the strongest ReStores (called Home Centers) in the U.S., with low budget marketing. In this class, Sarah will be speaking about marketing with low to no budget and being able to raise awareness, donorship and a customer base. There will be free tools that everyone can take back and implement immediately and be shown how to use these tools to their benefit. This class will be open to discussion as there may be tools others have and are using that could be shared with everyone else. Speaker: Sarah Arredondo Location: San Marcos River Room
Moving from Oversight to Sustainability
Type: Finance Description: It’s a new world, with significant new government regulations impacting the “mortgage business” of affiliates. This workshop teaches that the traditional board approach of financial oversight and focusing on past results is insufficient for responding to the challenges confronting affiliates. Participants will learn to recognize signs of financial trouble that goes undetected by traditional financial tools and what it takes to be financially sustainable. Additionally, participants will understand the impact of delinquencies on your finances, capacity and ability to raise more funds. Speaker: Sonia Lee Sponsor: Texas State Affordable Housing Corporation Location: Chatauqua Room
Large Affiliate - Dallas - Facilitated Development and Volunteer
Type: Large Affiliate Description: This moderated session for Development and Volunteer Management Directors is open only to extra large affiliates who pay $25,000 in SOSI fee. Speaker: Cobi Gray Location: Private Dining Room of Rocky River Grille
Large Affiliate - Trinity - Facilitated Family Services
Type: Large Affiliate This moderated session on Family Selection and Homebuyer Services is open only to extra large affiliates who pay $25,000 in SOSI fee. Speaker: Michelle Kennedy Location: Placido Conference Room
3:15 – 3:45 p.m. – Vendor Spotlight, Networking, Munchies Location: Veramendi Salon E
3:45– 5:15 p.m. Breakout Sessions
Organizational Goal Setting & Uniting Staff Behind Goal Achievement through Incentive Compensation
Type: Leadership Description: Establishing clear, measurable, and objective goals is a key responsibility of the Board of Directors. Achieving those goals is a key responsibility of the staff. This session will cover Habitat for Humanity of San Antonio’s proven model of Board established productivity goals that are mission focused, can easily be monitored throughout the year and updated annually, and also be a good tool to correctly and objectively measure staff and executive director performance. Also covered is how the use of an incentive pay system related to goal achievement can help keep staff individually and collectively motivated and united behind goal achievement. This session should be attended by Board leadership and senior level management staff only. Speaker: Natalie Griffith Location: Veramendi Salon A
Lone Star Summit 2016
ReStore Safety: Targeted for ReStore Managers, Employees, Volunteers or E.D.s
Type: ReStore Description: This program is based off of our Insurance Safety audit reports. Key elements of what the safety professionals are looking for in safety while visiting your store during inspections. We’ll be discussing customer safety, workforce safety, building safety, and many other OSHA rules to live by. OSHA? If you have a registered business OSHA probably applies to your business, so come and find out more on is subject. Assuming your ReStore dollars go towards building homes and serving families, don’t forget about your Construction crews and OSHA too. But we’ll save the construction discussion for another program. Speaker: John Tomlin Sponsor: Apple Energy Group Location: Veramendi Salon C
What to Do When Life Happens
Type: Homebuyer Services Description: Foreclosure, bankruptcy, death in family are all life events that affiliates will experience with their homeowners. Be proactive in having policy and procedures in place and family support courses that will help prepare homeowners for life’s challenges. This session will share best practices from affiliates. Speaker: Michele Burns Location: Veramendi Salon D
Who’s in Your Line-Up: Steps to Building a High Performing Development Team Type: Fund Development Description: Success in fundraising comes down to one word: team. Just look at any big campaign. It wasn’t just one person who raised $3 billion for the University of Texas Austin campaign. It took a dedicated team of volunteers and development professionals to make it happen. So just what does it take to build a dream team that can rise to the occasion? In this workshop we’ll cover the steps to building a strong team and discuss how through teambuilding and focused fundraising you can maximize your development team’s efforts. Speaker: Deanna Ackerman Location: Spring Lake C
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DETAILED CONFERENCE AGENDA The Nuts and Bolts to Running a ReStore Without Running Yourself Ragged
Type: ReStore Speaker: Don Hartle Location: San Marcos River Room
Homeowner Selection and Mortgage Origination: RESPA phase Type: Finance Description: Participants will be guided through federal regulations and best practices during the following phases of the loan application process: initial and closing disclosures, mortgage documentation, house pricing, and loan financing. Speaker: Sonia Lee Location: Chatauqua Room
Large Affiliate - CFO - San Antonio
Type: Large Affiliate Description: This moderated session is open only to extra large affiliates who pay $25,000 in SOSI fee. Speaker: Susan Ablaya Sponsor: San Antonio Habitat Location: Placido Conference 6-8 p.m. – Buffet and Vendors’ Reception Type: General Location: Veramendi Salon E
people.” Regardless of age, every person helps make the vision and mission of Habitat for Humanity a reality. Based on the writing of the Apostle Paul to young Timothy (1 Timothy 4:12), Waco Habitat for Humanity Staff and Baylor University champions will share what works for them. Waco Habitat for Humanity offers opportunities for people of all ages to engage in ministry. One unique relationship rests with Baylor University, which serves as the first Campus Chapter of Habitat for Humanity. This partnership strives to engage individual students, service organizations, fraternities, sororities, departments, faculty and staff. This interactive session offers participants opportunities to increase ways to engage young adults in ministry opportunities that last a lifetime. Speakers: Brenda Shuttlesworth, Chuck McDaniel, Lucy Thompson Sponsor: Waco Habitat for Humanity Location: Veramendi Salon B
Habitat Strong - Fortified Building
Type: Construction Description: The Habitat Strong program is designed to promote the building of homes that are more durable, resilient, and physically stronger. The need for stronger homes has become increasingly apparent, and through AUGUST 9, 2016 Habitat Strong’s fortified codesplus building practices we are able 7-8:30 a.m. – Exhibit Hall Opens to strengthen homes’ building Type: General Location: Veramendi Salon E envelopes which enable them to better withstand natural disasters 8:30-9:30 a.m. – Plenary Session: in every region of the country. Spirit of Volunteerism This program was developed Type: Plenary specifically for the Habitat model Location: Veramendi Salon E to be affordable and volunteer friendly, while offering benefits to partner families that will last for 9:30-11 a.m. years to come. Based on these Breakout sessions principles, we believe that building homes Habitat Strong is the right thing to do! Speaker: Kevin Gobble Time, Talent AND Treasure at Sponsor: Habitat for Humanity the Board Level Internationa Type: Leadership Location: Veramendi Salon C Speaker: Mary Beth Harrington Location: Veramendi Salon A
Working with Young People as Volunteers Type: Community/Volunteer Engagement Description: Legendary coach Pat Summitt lived her life by the motto: “You win in life with
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How to Establish a Healthy Financial Picture at Your Affiliate
Type: Finance Description: A healthy affiliate is more than a profitable ReStore. This session reviews the resources each affiliate needs to explore in order to gain strong financial
diversification while being completely accountable and transparent. Speaker: Todd Fox Location: Veramendi Salon D
Engaging Local Businesses and Corporate Donors: Building a Culture of Giving
Type: Fund Development Description: This session is designed to inspire Habitat affiliates to engage local businesses and corporate donors in their work. Austin Habitat for Humanity will share best practices in establishing new partnerships, cultivating existing donors, and working alongside large and small corporate partners to maximize impact. This session will also highlight both Austin Habitat’s culture of philanthropy and how that is mirrored in our corporate donors’ culture of giving. Co-presenters from Realty Austin, a homegrown real estate company turned Austin empire, will share their story about how they have created a culture of giving that extends beyond their company – into their individual agents, title companies, clients, and lending companies. The strategies employed by Jonathan & Yvette Boatwright of Realty Austin are replicable across Texas in both small and large real estate companies. Furthermore, these best practices can extend beyond real estate and into other local businesses. Speaker: Erin Samson Sponsor: Austin Habitat for Humanity Location: Spring Lake C
ReStore = Risky Business: Keeping Your ReStore Out of Trouble
Type: ReStore Speaker: Michael Willard Location: San Marcos River Room
Conflict Resolution - Part 1
Type: Leadership, Construction, Homebuyer Services Description: Sign up for both parts: Part 1: Conflict is a natural occurrence in the life of an affiliate. Conflict can prevent the affiliate from being as effective in eliminating poverty housing as it would like to be. Practicing some simple conflict management skills can help you improve your working relationships and increase your effectiveness. This session will
Habitat for Humanity Texas
help you recognize the three things necessary for resolving conflict effectively: your mindset about conflict, your communication skills and a collaborative process. Speaker: Tommy Prince Location: Chatauqua Room
Large Affiliate: Austin - Facilitated ReStore
Type: Large Affiliate Description: This moderated session for ReStore Directors is open only to extra large affiliates who pay $25,000 in SOSI fee. Speakers: Carly Yansak, William Stockton Location: Placido Conference Room
11-11:30 a.m. – Vendor Spotlight, Networking, Munchies Type: General Location: Veramendi Salon E
11:30 a.m. - 1 p.m. Breakout Sessions
How to Prioritize When Everything is a Priority
Type: Leadership Description: During this workshop, participants will learn that self-management is a critical competency to be a successful people leader. Learners will explore the importance of a mental reset to positive thinking and describe how to establish their value in their organization. Participants will practice selfmanagement techniques to become more productive in their workplace. As a result of having attended this workshop, managers and supervisors will be able to describe how using selfmanagement practices can make a positive impact on their team and their career. Speaker: Mary Beth Harrington Location: Veramendi Salon A
Transforming Volunteers into Donors
Type: Community/Volunteer Engagement Description: This webinar covers the intersection between giving and volunteering, the importance of creating a positive volunteer experience, and strategies for transforming volunteers into donors. Topics covered include collaborating internally, knowing your volunteers, orienting volunteers, holding focus groups,
AGENDA CONT. conducting peer/wealth screening, recognizing donor-volunteers, using crowdsourced fundraising, sharing cost information, turning Millennials into donors, and asking for financial support. Speaker: Phyllis Snodgrass Location: Veramendi Salon
Affiliate Financial CheckUp: Understanding Affiliate Financial Reports and Fiscal Health Type: Finance Description: This session will help attendees understand their fiscal responsibilities. For every position, every role. We will also review financial reports and be able to look at these various reports and identify the key points. Attendees will be challenged to take the affiliate checklist survey. As well as working with a partner on a pair and share project. Lastly, all will be challenged to implement an affiliate financial check-up that can be completed annually. Speaker: Todd Fox Location: Veramendi Salon D
One Man Band: Tips for Small Development Shops
Type: Fund Development Description: Fund development is challenging in itself, but especially in a small development shop. If you are a team of volunteers or on a small fundraising staff, this session is for you. Learn time management techniques, how to prioritize your work, delegation, and about topics specific to our work in Habitat. Speaker: Alason Moorhead Location: Spring Lake C
ReStore Roundtable
Type: ReStore Description: Join ReStore Managers as they discuss their biggest opportunities, challenges, and the questions they most often hear from other ReStores in Texas and around the nation. You’ll have an opportunity to ask lots of questions, too! Speaker: Cody Hamilton, Don Griffith, Mary Ellen Thomas Location: San Marcos River Room
How to Build a Safe Room
Type: Construction Description: In 2013, a tornado struck a Habitat neighborhood in Granbury, Texas, damaging or destroying more than 50 Habitat homes. Since then, there have been questions about how to build
Safe Rooms that can withstand tornadoes. Speaker: John Bourdeau Jr. Location: Veramendi Salon C
Conflict Resolution - Part 2
Type: Leadership, Construction, Homebuyer Services Description: Sign up for both parts: Part 2: Conflict is a natural occurrence in the life of an affiliate. Conflict can prevent the affiliate from being as effective in eliminating poverty housing as it would like to be. Practicing some simple conflict management skills can help you improve your working relationships and increase your effectiveness. This session will help you recognize the three things necessary for resolving conflict effectively: Your mindset about conflict, your communication skills and a collaborative process. Speaker:Tommy Prince Location: Chatauqua Room
Better Impact
Planned Giving Basics
Type: Large Affiliate, Fund Development Description: Planned gifts are often the largest gift an individual can make. Learn the three most common types of planned gifts, how to begin discussions with donors about planned giving and how to integrate planned giving into your messaging/marketing. Speaker: Ellen Jones Location: Placido Conference Room
Plenary and Lunch: Spirit of Habitat, Facilitated Luncheon & Roundtables Type: Plenary Location: Veramendi Salon E 3:30-3:45 p.m. – Wrap-up to go Type: General Sponsor: USDA Location: Veramendi Salon E
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Financial Associate North Texas Associates 222 W. Las Colinas Blvd, #845E Irving, TX 75039
AUGUST 10, 2016 9 a.m.-5 p.m. – Calyx Mortgage Origination Software - An indepth look Type: Post-Conference Intensive Speaker: Stephen Breden 9 a.m.-5 p.m. – Build Strong for Less: a look at the IRC and Fortified Building without breaking the bank Type: Post-Conference Intensive Speaker: Kevin Gobble
Thrivent Financial was named one of the “World’s Most Ethical Companies” by Ethisphere Institute 2012–2016.
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“World’s Most Ethical Companies” and “Ethisphere” names and marks are registered trademarks of Ethisphere LLC. Insurance products issued or offered by Thrivent Financial, the marketing name for Thrivent Financial for Lutherans, Appleton, WI. Not all products are available in all states. Securities and investment advisory services are offered through Thrivent Investment Management Inc., 625 Fourth Ave. S., Minneapolis, MN 55415, a FINRA and SIPC member and a wholly owned subsidiary of Thrivent. Thrivent Financial representatives are registered representatives of Thrivent Investment Management Inc. They are also licensed insurance agents/producers of Thrivent. Investment advisory services, including fee-based financial planning services, are available through qualified investment advisor representatives only. For additional important information, visit Thrivent.com/disclosures. 20328 R9-15 Appleton, Wisconsin • Minneapolis, Minnesota • Thrivent.com • 800-847-4836
Lone Star Summit 2016
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THIS YEAR’S SPEAKERS Deanna Ackerman Email: deanna@deannaackerman.com Company: Advanced Development Executives Position: CFRE Fundraising Executive Location: Las Vegas, NV Description: Deanna Ackerman is the founder of Advanced Development Executives – a consulting firm that provides expert advice and development services to support charities in reaching their fundraising goals. She is a Certified Fundraising Executive, an AFP Certified Master Trainer, and has presented at national conferences around the country. Through her consulting work, Deanna has raised more than $52 million for her clients, who have included Habitat for Humanity, Paralyzed Veterans of America, United Way, Ronald McDonald House Charities®, and many others. Deanna is an Air Force veteran and a graduate of the University of Texas San Antonio. Website: www.adefundraising.com
Sarah Arredondo Email: homecenter@habitatsa.org Company: San Antonio Habitat for Humanity Location: San Antonio, TX Description: Sarah has been with HFHSA for 9 years, beginning as a cashier. Over time, she worked up to becoming the Habitat Home Center Marketing Associate. Sarah is currently finishing an A.A.S. degree in Information Security and Assurance and has a certification from UIW in Social Media Communications. Sarah serves as an Ambassador at both the San Antonio Chamber of Commerce and North Chamber of Commerce in order to educate the public about our stores and our mission.
Don Baylor Email: DBaylor@urban.org Company: Urban Institute Position: Senior Associate Location: Dallas, TX Description: An eighth-generation Texan, Don is a founding member of the Urban Institute’s Policy Advisory Group, an emerging practice to accelerate the adoption and implementation of evidence-based policymaking at the state and local level across Urban’s portfolio. His projects include Cities of Learning, a multicity, youth digital badging initiative,
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an assessment of JP Morgan Chase Foundation’s investments in Detroit and financial capability, and an effort to create a strategic framework for state and local economic development policy in partnership with the Laura and John Arnold Foundation. He is also leading a inclusive policies workgroup for the US Partnership for Economic Mobility, a joint effort between Urban and the Gates Foundation. Baylor’s policy background includes asset building, higher education, economic development, social services and the workforce system. From 2004-2014, he worked at the Center for Public Policy Priorities as a lobbyist, policy analyst, and director of OpportunityTexas, a statewide initiative to increase income and financial stability, create pathways to good jobs, and promote savings. He published numerous reports and studies to expand economic opportunity through better policies on economic incentives, consumer financial protection, career pathways, household savings, and labor markets. Baylor successfully advocated and designed state legislation to expand college savings, curb predatory lending, integrate K-8 math with financial education curriculum, increase transparency for economic incentives, and create a statewide endowment to improve household economic security. He also created the Texas Regional Opportunity Index, a county and regional-based tool to measure educational attainment, economic mobility and financial security. He currently serves on the Consumer Advisory Board for the Consumer Financial Protection Bureau and as a senior adviser to the Insight Center for Community Economic Development and the United Way for Greater Austin. He is a current founding board member of RAISE Texas and the Texas Match the Promise Foundation. His prior positions include legislative director for New York ACORN and senior consultant for KPMG’s Public Sector Consulting’s State and Local practice. He earned a Bachelor of Arts in Psychology from Georgetown University and a Master of Arts in African American Southern History with honors from The University of Wisconsin at Madison.
John Bourdeau, Jr. Email: John.Bourdeaujr@fema.dhs.gov Company: FEMA Program Specialist/ Building Science POC Location: Denton, TX Description: John has developed a diverse background in Risk Reduction efforts involving extensive research in Loss Avoidance Methodology following both tornado and storm surge/ flooding events. In 2011 John led a team that completed the first ever
Loss Avoidance Study (LAS) for a tornado event. In 2012, immediately following Hurricane Isaac, John led a team of engineers, building science specialists and geospatial specialists who developed the first LAS for a storm. When John is not deployed to a hazard event, his steady state responsibilities involve project management of RiskMAP updates for the State of Arkansas, watershed Discovery efforts along the Brazos River and providing Building Science guidance for FEMA Region VI. Recently, John received the Department of Homeland Securities Secretaries Award for Excellence. This National Award was for his work providing Risk Reduction efforts following the Moore tornado in 2013. Prior to John’s FEMA career, he built custom homes along the barrier islands of South Carolina where specialized construction methods were required to reduce risk from potential hurricane storm surge, extreme winds and seismic activity. Academic degrees include a Bachelor of Science in Industrial Technology, a Master of Arts in Biblical Studies and advanced courses in Business and Accounting.
Bridget Brandt Email: bridgetlbrandt@gmail.com Company: Leander Chamber of Commerce Position: CEO Location: Leander, TX Description: Bridget Brandt has been working with nonprofit and governmental organizations for many years. Her background includes for profit and not-forprofit organizations. She is the current President & CEO of the Leander Chamber of Commerce. She has presented sessions on creating loyalty through experience, social media, and nonprofit management at the Nonprofit Day at the Direct Marketing Association’s Annual Conference, the Association of Fundraising Professionals, Charity Channel, and the Bridge conference. In addition to many local nonprofits and foundations dedicated to the nonprofit sector. Her witty, in your face honesty exposes the truths of non-profit management and helps executives and marketers realize their full potential. She holds a Bachelor of Business Administration degree in Finance, with additional coursework in management and marketing, from The Red McCombs School of Business at The University of Texas at Austin, and an MBA from Texas State University-San Marcos. In addition, she was the founder of Support Behind the Badge. She has also had the honor of being selected as one of the Top 50 Women in Business by the Austin Business Journal. She has won numerous marketing awards, including two Best in Show awards.
Habitat for Humanity Texas
She very passionate about the nonprofit sector and helping non-profits increase awareness, consideration, and donations! Website: conference.habitattexas. org/wp-content/uploads/2014/04/ Bridget.jpg
Stephen Breden Email: stephen.breden@gmail.com Company: Texafirma LLC Position: Principal Description: Stephen Breden has background and career in international marketing and technology consulting preceded entry into the mortgage industry in 1989. He became licensed in California as a Broker in 1990 and founded Terra Firma Group in 1991 in Sacramento, a mortgage brokerage that is still active today. He started technology consulting for mortgage professionals in 1995. In 2000, he became a full time consultant and trainer to the mortgage industry. He became licensed in Texas in 2000 in first group of new licensees as licensing came into Texas. He is a self taught IT and networking professional with Microsoft Certified Systems Engineer + Internet credential earned in 1999. He maintains an active Broker licenses in both California and Texas. Contributing editor to Mortgage Originator Magazine, including cover articles on technology written in annual technology issues in August 2008, 2006, and 2004. (Contributing Editor from 2001 until magazine ceased publication in 2009). He conceptualized and wrote training materials for several mortgage industry classes in Calyx Point, including Point for the IT Professional and Managing FHA Loans. He is a founding member of Professional Services Group and functioned as a Trainer and Consultant for Calyx from 2000 to 2015. He is now an independent industry consultant with heavy concentration on non-profit organizations, and compliance consulting through efficient software integration techniques.
Barbara Bridgewater Email: bpbridgeh2o@hotmail.com Location: Waco, TX Description: Barbara Bridgewater comes from Waco, where she has been involved in volunteer work with Habitat for many years. She continues to work with homeless families at a local shelter and immigrant families as a teacher of English in her work in Waco. Barbara is married to Phillip Bridgewater, who is on staff with HFHI, and has two children.
THIS YEAR’S SPEAKERS Michele Burns Email: mseymour@habitatmidland.org Company: Midland Habitat for Humanity Position: CFO Location: Midland, TX Description: Michele Seymour is the current Financial Director of Midland Habitat for Humanity, having served there for 11 years. Her background includes over 30 years in all aspects of Mortgage Loan Servicing, 6-plus years of Loan Origination, and 25 years of management experience. Her experience prior to entering the mortgage workplace included seven years in Commercial Banking. She was an Investment and Securities Officer for a bank, and she opened a new bank charter through the Comptroller of the Currency. She currently manages all financial aspects of her affiliate, including the mortgage servicing of over 120 loans. She teaches her affiliate’s Homeowner College course, and is also responsible for all grants related to down payment assistance and Bootstrap Loans. Michele holds a Bachelor of Science from Texas Women’s University. She is a National Mortgage Loan Originator, a Certified Homebuyer Counselor, has completed Certification in PrePurchase Homeownership Education and recently obtained her Non-Profit Executive Leadership Certificate. In her spare time, she is the President of her local PEO Chapter, a member of the KNOWTime Investment Club, sings in her church choir and serves as a Financial Liaison to the Board of Directors of the Midland Gem and Mineral Society.
Todd Fox Email: tfox@habitat.org Company: Habitat for Humanity International Position: Senior Fiscal Analyst Location: Williamsport, PA Description: Since pursuing a career change to impact lives in 2007, Todd Fox has focused his expertise in working with affiliates across the USA as a Senior Fiscal Analyst for the Risk Prevention Response Unit of Habitat for Humanity International, Inc. Recognized as a subject matter expert and seasoned presenter on a variety of financial matters, Todd uses his 17 years of banking and finance experience to help influence the importance of true accountability and transparency. Todd also brings 4 years of Executive Director affiliate experience in guiding a oncefailing affiliate with severe debt and delinquency to becoming a stable,
recognized faith-based housing partner that became debt free, raising over two million in funds, opened its first ReStore and reached over 40 families before moving into his current position with HFHI. Todd earned his degree in Business Management from Penn College (Penn State University affiliate), is a Certified Nonprofit Accounting Professional (CNAP) as well as earning certifications from Central Atlantic School of Banking, American Institute of Banking, The Center of Philanthropy at Indiana University and the Williamsport Leadership Lycoming program. Todd remains active in various volunteerism opportunities, Habitat advocacy, making memories with his family and enjoying coffee all across the US! Todd resides in Williamsport PA with his wife and three daughters. Website: www.linkedin.com/in/toddfox-3b2b1b10 conference.habitattexas.org/wpcontent/uploads/2014/07/Todd-Fox. jpg
Nancy Gatlin Email: joenancygatlin@gmail.com Location: Waco, TX Description: Nancy Gatlin, raised in Montevideo, Uruguay, has used her bilingual/bicultural life experience as well her elementary education certificate and her passion for the body of Christ to help found church communities in Chicago and Waco, as well as educate children in both cities. She and her husband Joe moved to Waco, Texas, in 1986 to help start Waco Habitat for Humanity. Nancy served on Waco HFH’s family selection and support committees for 23 years, as well as a stint on the board of directors. Website: conference.habitattexas.org/ speaker/nancy-gatlin/nancy-gatlin/
Kevin Gobble Email: kgobble@habitat.org Company: Habitat for Humanity International Position: Weatherization and Sustainable Building Specialist Location: Atlanta, GA Description: Kevin Gobble, CR, CGP, LEED AP, Green Rater, BPI Building Analyst, has a diverse background and education at Virginia Tech with an emphasis in Engineering and Design and also spent time abroad studying in Switzerland with the College of Architecture. As a third generation builder, Kevin has gathered applied knowledge in the fields of residential building science. He has furthered his education to include many industry certifications including Earthcraft,
NAHB certified green professional, NARI certified remodeler and continues to work closely with green building programs, Energy Star and HERS ratings. Kevin has spent over 20 years in construction management, building more sustainable homes. Website: conference.habitattexas.org/ wp-content/uploads/2015/06/KevinGobble.jpg
Frank Gorman Email: fgorman@habitat.org Company: Habitat for Humanity International Position: Field Operations Manager Location: Beavercreek, OH Description: Since October 2009, Frank Gorman has served as Field Operations Manager, State Support Organizations, for HFHI. In this role, Frank is responsible for oversight and increasing the capacity of the 30 state support organizations throughout the US. Prior to this role, Frank served as an Organizational Development Consultant with HFHI’s US Office from 2006 until 2009. Prior to joining the US Office Staff, Frank served as Executive Director in Dayton Ohio from 20012006. Additionally, Frank was on the charter board for HFH Ohio and served as interim Executive Director until October 2006. Frank currently serves on the HFH Ohio board as Treasurer. Frank retired from active duty with the US Air Force in 1998 at the rank of Lieutenant Colonel after serving 22 years. He held various leadership positions in both operational flying and support units. He is a 1976 graduate of Ohio University with a BS in Geology and received a MA in Management from Webster University in 1982. He currently resides in the Dayton, Ohio area. Website: conference.habitattexas.org/ wp-content/uploads/2015/05/FrankGorman.jpg
Don Griffith Email: don@habitatsa.org Company: San Antonio Habitat for Humanity Position: Vice President Location: San Antonio, TX Description: Don Griffith has been with Habitat since 1997, originally as the ReStore and facility manager, and over the course of almost 20 years has come to be Executive VP of HFHSA. Don was in retail lumberyard management for 15 years prior to coming to Habitat and has experience with many construction material lines. In addition to supervising three Habitat stores with 44 employees in San Antonio he oversees the procurement of most of the material
Lone Star Summit 2016
used in building HFHSA’s 50+ homes each year, as well as procurement of the goods sold in the stores. Don also oversees the deconstruction work performed by the affiliate’s Wrecking Crew. Additionally Don is responsible for the maintenance and improvements to 15 acres of real estate with 240,000 square feet of office, retail, and warehouse space owned by HFHSA, including an additional 6,000 square foot warehouse presently under construction at the affiliate’s third store. Don believes the potential for growth at any Habitat affiliate is enormous if all the players maintain a team attitude and aren’t afraid to reach outside their comfort zones.
Natalie Griffith Email: natalie@habitatsa.org Company: San Antonio Habitat for Humanity Position: CEO Location: San Antonio, TX Description: Natalie Griffith, President and CEO, Habitat for Humanity of San Antonio (HFHSA) has more than 28 years of nonprofit management and accounting experience. She has been employed by HFHSA for more than 22 years. Her management philosophy is to make hard work and smart work coincide as much as possible. At the time Natalie started with HFHSA, it was a small, mostly-all-volunteer organization with a paid staff of 2½ people, a $70,000 budget deficit, and a build history of 57 homes in its entire lifetime trying to get by in one of the poorest urban cities in the country. Natalie has been instrumental in growing the ministry in the years since by serving as staff accountant, CFO, COO, and President and CEO. During her tenure, San Antonio has remained one of the poorest urban cities, and HFHSA has remained highly mission focused. Presently, HFHSA consistently builds 50 to 60 homes every year utilizing over 14,000 volunteers (completing 972 homes to date), has an effective home owner readiness training program for partner families resulting in responsible home owners with minimal mortgage delinquencies, owns and operates three very successful building material thrift stores which cover all of HFHSA’s fund raising, general, and administrative costs in addition to most of its building support programs, employs a staff of 70 full and part time employees, utilizes 51+ local subcontractors and pumps millions of dollars each year into the local economy. Natalie has implemented effective management and HR strategies that have resulted in the development of a top-notch staff with minimal turn-over and long tenures in key positions. Natalie’s focus is to make sure HFHSA adapts to societal changes while remaining a highly productive, effective, efficient, mission-focused organization, with a strong, cohesive, and results-oriented Board of Directors and staff.
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THIS YEAR’S SPEAKERS Cody Hamilton Email: cody.hamilton@trinityhabitat. org Company: Trinity Habitat for Humanity Position: ReStore Director Location: Fort Worth, TX Description: Cody Hamilton is the Senior Director of ReStores for Trinity Habitat for Humanity. He has worked for Habitat for over 13 years. Prior to coming to work for Habitat, his background was managing Ace Hardware stores. In his time with Habitat, they have expanded their ReStore program from one store with gross sales less than $300k annually, to four locations grossing over $2.3M combined.
Mary Beth Harrington Email: mbharrington@ nonprofitpassion.com Company: 501 C 3 - Taking nonprofits to the third power Position: Principal Location: Dallas, TX Description: The past 20+ years, Mary Beth Harrington has severed in several capacities at a variety of nonprofits throughout Texas. She has served as Director of Curriculum & Development at the San Antonio Area Foundation, Executive Director of the Austin Public Library Foundation, Director of Agency Relations at the Volunteer Center of North Texas (VCNT), Volunteer Coordinator at the Dallas Public Library, Director of Marketing at BloodCare, Information Specialist at the Dallas Zoo and most notably as Director of Community Outreach at the Texas Association of Nonprofit Organizations (TANO). Hired as the first employee at TANO, in three years Harrington was able to grow the organization from no members to a membership of 1000 organizations and communicate on a regular basis with over 12,000 nonprofit leaders throughout Texas via TANOgram. An enthusiastic speaker, Mary Beth has spent these past years advocating for the nonprofit sector throughout Texas and the nation, articulating the issues facing our nonprofit community and how nonprofits need to work together to be more effective and sustainable. Prior to her experience in nonprofit management, Mary Beth spent the first ten years of her career in the public relations and advertising field where she promoted both national and local clients - everything from a building implosion to cinnamon rolls. Website: www.mbharrington501c3. com
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Toni Harris Email: Toni@ToniHarris.com Description: Toni Harris, business extraordinaire, coach and speaker, is the Turnaround Queen®. Harris’ abiding passion mixed with her dynamic and energetic speaking encourages her audiences to achieve extraordinary results while encouraging them to step outside of their comfort zone. With over 25 years experience as an entrepreneur, including 14 years as a financial advisor and manager, Toni’s unique strategies help her clients to thrive! Toni brings a level of professionalism and expertise to organizations, continuously producing “Drastic Results.” As a Constant Contact Solution Provider, she received the company’s very first “Rookie of the Year” award for her outstanding performance and currently is the #1 Solution Provider in North America proving that Toni knows sales! She recently released her fourth book, “Soar 2 Success with Sales and Marketing – 78 Tips for D.R.A.S.T.I.C. Results! She also received the Top 100 Small Business Influencer Award. She also received the Top 100 Small Business Influencer Award. Website: www.ToniHarris. com
Don Hartle Email: dhartle@habitat.org Company: Habitat for Humanity International Description: Don began his career as a residential carpenter in the mid 70s, and later worked as an electrician in the residential and light industrial communities. Later in his career he began working as a foreman for a commercial contractor. About one year later Don was offered a position as the company safety & training director, which he gladly accepted. Within five years his company was awarded with a first place national safety award. Don has also been invited as a guest speaker during the national safety director’s conference. Compliance magazine also wrote an article about Dons’ success in safety. In February 2011 Don accepted a position with HFHI out of Atlanta as the U.S. Safety Specialist, and will be helping both Construction & ReStore operations implement their safety programs. In his new role he will be creating safety guides, documents, programs, plus traveling around the country, performing safety training, site specific training, and include
a few safety inspections to help improve the local affiliate’s safety needs. Don’s philosophy as a safety consultant: If I only save one life during my entire safety career, then it’s all been worth it.
Tiffani Irwin Email: tirwin@habitat.org Company: Habitat for Humanity International Position: Senior Specialist, Construction Technologies Location: Atlanta, GA Description: Tiffani Irwin found herself on a Habitat for Humanity job site 25 years ago, and has been engaged with the mission ever since. She has over 20 years of handson experience in home construction and served as a general contractor with Habitat affiliates for over 14 years. Since 1990, Tiffani has worked on homes with dozens of affiliates, domestically and internationally, and overseen construction of over 100 Habitat homes. As a student of building science and home performance, Tiffani’s leadership helped insure that many of those homes certified to a sustainable program. She has been with Habitat for Humanity International since 2009, and currently serves as a Senior Specialist in the Construction Technology department. In this role, Tiffani supports the work of affiliates to employ best practices for sustainable construction and repairs, Universal Design and resource stewardship. Website: conference.habitattexas. org/wp-content/uploads/2016/06/ Tiffani-Irwin.jpeg
Ellen Jones Email: ejones@habitat.org Company: Habitat for Humanity International Position: Development Officer Location: Atlanta, GA Description: Ellen Jones has been helping non-profits raise philanthropic support for 14 years, with the last four focused on major and planned gifts. She currently serves on the Board of Directors for the Georgia Planned Giving Council and is pursuing her Certified Financial Planner designation. She holds a bachelor’s degree in communications from the University of Georgia and a master’s degree in public administration from Kennesaw State University. Ellen joined the Habitat for Humanity International team in the fall of 2014 and feels blessed to
Habitat for Humanity Texas
have the opportunity to grow future gifts for future Habitat families. Ellen and her husband, Mitch, live in Atlanta. They have two children (who have flown the nest) and four-legged child (who rules the nest). Website: conference.habitattexas. org/ellen-jones
Sonia Lee Email: slee@habitat.org Company: Habitat for Humanity International Position: Director, Affiliate Financial Services Location: Atlanta, GA Description: Sonia joined HFHI August 2012, after spending 30+ years as a financial services professional. She brings with her experience in internal audit, mortgage operations, and vendor management. Affiliate Financial Services focuses on assisting affiliates with mortgage compliance. She is a part of the MPAR working team and manages the ABA online compliance training program. Sonia works closely with the legal team to provide resources to the affiliate community. Website: www.linkedin.com/in/ sonia-lee-0275307 conference.habitattexas.org/ speaker/sonia-lee/sonia-lee-2/
Chuck McDaniel Email: Charles_McDaniel@Baylor. edu Company: Baylor University Position: Baylor University Interdisciplinary Core faculty Location: Waco, TX Description: Charles McDaniel joined the Baylor Interdisciplinary Core faculty in 2008 and teaches Social World I and II as well as World Cultures IV. He also teaches courses in the areas of church history, religion and law, and Christian social thought through Baylor’s J. M. Dawson Institute. McDaniel has numerous publications in books and scholarly journals on subjects ranging from the Protestant Reformation to Christian and Muslim economic thought. His book, “God and Money: The Moral Challenge of Capitalism,” was published by Rowman and Littlefield in 2007. McDaniel serves as Book Review Editor for the Journal of Church and State. McDaniel has served on the Board of Directors of Waco Habitat for Humanity and currently serves as faculty advisor to the Baylor University Campus Chapter of Habitat for Humanity.
THIS YEAR’S SPEAKERS Alason Moorhead Email: alason.moorhead@amahfh.org Company: Amarillo Habitat for Humanity Position: Director of Development Location: Amarillo, TX Description: Alason Moorhead has worked in the non-for-profit world since 2008, with experience in membership-based fundraising, grant writing, and general fund development. She has worked in multiple nationallybased organizations including PBS and Girl Scouts and most recently Habitat for Humanity. She is currently the Assistant Executive Director of Amarillo Habitat for Humanity and has served on the Association of Fundraising Professional - Texas Plains Chapter Board of Directors for several years. Moorhead is a proud graduate of Texas A&M University with a Bachelor of Arts of Communication and resides in Amarillo with her husband Jed and daughter Avery. Websites: www.linkedin.com/in/ alason-moorhead-5453a425 conference.habitattexas.org/wpcontent/uploads/2016/07/AlasonMoorhead-1.jpg
Emily Ryder Perlmeter Email: Emily.Perlmeter@dal.frb.org Company: Federal Reserve Bank Location: Dallas, TX Description: Emily Ryder Perlmeter is the Community Development Analyst at the Federal Reserve Bank of Dallas, where she conducts research on issues relating to consumer finance, small business and the impact of public policies on low- and moderateincome communities. She earned an MPA from New York University in 2011, concentrating in econometrics and policy analysis. Emily has previously worked for Single Stop USA, the National Council for Research on Women and the American Bar Association. Her prior areas of research include community colleges retention programs, nonprofit program evaluation, and the impact of corporate spending on democracy. She also holds a BA from the George Washington University.
Tommy Prince Email: tprince@habitat.org Company: Habitat for Humanity International Location: Atlanta, GA Description: Tommy Prince joined
Habitat for Humanity International in July 2007. He currently He lives in Alpharetta, GA. He is responsible for the development and coordination of learning opportunities for affiliates and HFHI staff, the facilitation of learning experiences, and supporting the training efforts of 30 Habitat state associations. Before joining HFHI, Tommy was extensively involved with Alternative Dispute Resolution (ADR) as a practitioner of mediation, facilitation, and mentoring/ coaching and as a trainer in mediation, conflict resolution and facilitation. He is the founder and President of The Atlanta Center for Reconciliation Inc. Tommy completed his Th.D. in Pastoral Counseling from Emory University. Areas of work include: 1. Leadership development with U.S. affiliate leaders through the New Affiliate Leader Orientation (NALO) and the new Executive Directors’ mentoring program. 2. Planning and coordinating professional development classes offered for HFHI staff; usually 5-8 classes offered every 6 months on a rotating basis. 3. Consulting with other HFHI departments and programs in the areas of team building and facilitating meetings for other HFHI departments and programs.
Natalie Rougeux Email: nrougeux@rougeuxpllc.com Company: Rougeux & Associates Position: Attorney Location: New Braunfels, TX Description: Natalie C. Rougeux is the lead attorney at Rougeux & Associates, where their attorneys defend business owners in a wide variety of employment litigation, partner with clients to develop strategic responses to their employment law needs, and provide management with the tools needed to achieve sustained economic growth Website: www.rougeuxpllc.com/index. php
Erin Samson Email: esamson@ahfh.org Company: Austin Habitat for Humanity Position: Director of Development Location: Austin, TX Description: Erin Samson, Vice President of Development, has over 10 years of fundraising experience in the higher education,
Client Accounting Services Ke e p i n g y o u f o c u s e d o n w h a t y o u d o b e s t Supplement In-House Accounting O u t s o u r c e 1 0 0 % o f Yo u r A c c o u n t i n g Audit Preparation Cleanup Fr a c t i o n a l C o n t r o l l e r s h i p A u d i t & Ta x S e r v i c e s
GIVE EFFECT
ABIP CPA San Antonio | Houston
Lone Star Summit 2016
www.abipadvisors.com
(210) 341-2581
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THIS YEAR’S SPEAKERS health & human services, and consulting sectors. While Erin initially came to Austin Habitat to serve as the Community Outreach Manager, her demonstrated abilities in fundraising and donor relations quickly took her to the role of Development Manager and, finally, Vice President of Development. As VP of Development, Erin is responsible for managing a development staff of five and overseeing fundraising of over $3.6M annually. Erin holds a Bachelor of Arts in Communications from McMurry University and is an active member of the Association of Fundraising Professionals. Erin is scheduled to take the CFRE exam in Fall 2016. Website: www.linkedin.com/in/erinsamson-046b0411
Brenda Shuttlesworth Email: brenda@wacohabitat.org Company: Waco Habitat for Humanity Position: Executive Director Location: Waco, TX Description: Brenda Shuttlesworth serves as Executive Director of Waco Habitat for Humanity. Brenda and her husband, Bill, relocated from Conroe in 2013 and love being back home in Waco. Brenda earned her undergraduate degree in Social Work from Baylor University and a Masters in Christian Education from Southwestern Baptist Theological Seminary. Brenda has served exclusively in not-for-profit and church organizations. She served 14 years in community mental health and mental retardation centers in Denton and Conroe, eight years on church staff in Conroe, three years with Buckner Children and Family Services, and most recently with Waco Habitat for Humanity. She is actively engaged in the Waco community, serving on several Boards and civic organizations, including the Rotary Club of Waco, Waco Housing Coalition, Prosper Waco, the Greater Waco Interfaith Conference, and the Chamber LEAD mentoring program. Brenda teaches a course on the Habitat model of ministry in the Department of Philanthropy and Public Service at Baylor University. She also serves as a Field Instructor for the Diana Garland School of Social Work at Baylor University. Website: www.linkedin.com/in/ brenda-shuttlesworth-09b3a785
Phyllis Snodgrass Email: psnodgrass@ahfh.org Company: Austin Habitat for Humanity Position: Executive Director Location: Austin, TX Description: Phyllis Snodgrass is CEO of Austin Habitat for Humanity. Austin Habitat seeks to eliminate poverty housing through the power
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of home ownership. Through faith in action, Austin Habitat for Humanity builds homes, communities and hope. Phyllis most recently served as COO of the Austin Chamber of Commerce. Her business experience, desire to support a thriving business economy, and her passion for service took her from a consulting role in the business community to Executive Leadership positions at five Chambers of Commerce across the state of Texas. Specialties: Business Consulting, Nonprofit Management, Membership Development, Sponsorship Development, Membership Retention, Volunteer Engagement Strategies, Program Development and Collaboration, Strategic Planning, Organization Management, Budgeting and Financial Forecasting, Event Planning, Fundraising.”
William Stockton Email: wstockton@ahfh.org Company: Austin Habitat for Humanity Position: VP of Retail and Deconstruction Operations, Habitat for Humanity Location: Austin, TX Description: William Stockton has over ten years of non-profit knowledge and leadership. His background includes nine years with Goodwill Industries of Central Texas, where he held several positions and became knowledgeable in retail, procurement, recycle, donation acquisition and ecommerce. His experience with other non-profits has provided him with the insight to grow donor counts, create metrics, generate programs that grow revenue and build community partners. Website: conference.habitattexas.org/ william-stockton/
Mary Ellen Thomas
Email: maryellenbthomas@gmail.com Company: Director Emeritus of Habitat Location: Georgetown, TX Description: Mary-Ellen recently retired as Executive Director of Habitat for Humanity of Southern Brazoria County (HFHSBC) after serving seven years and moved to Georgetown. Prior to that she founded and managed their ReStore which opened in 1994. In another life, she was a nurse-practitioner and retains that license. She is a graduate of the University of Mississippi Medical Center and holds a Certificate with Distinction in Non-Profit Leadership from Rice University. HFHSBC currently builds five houses & repairs several roofs annually for a service area of 99,000 people. HFHSBC is an
all-volunteer affiliate with five full time staff, none of whom are paid. They rank among the highest producing allvolunteer affiliates in the United States. HFHSBC was recognized by FEMA after Hurricane Ike as the cover story of their national newsletter for expertise in building hurricane-safe houses. They are the sole Energy Star home builder in their service area, which covers seven cities.
Lucy Thompson Email: lucy@wacohabitat.org Company: Waco Habitat for Humanity Position: Coordinator of Community Engagement, Baylor Student Location: Waco, TX Description: Lucy Thompson serves as Coordinator of Community Engagement at Waco Habitat for Humanity. She is also a senior at Baylor University and will graduate in May 2017. Lucy serves as staff liaison to the Baylor University Campus Chapter of Habitat for Humanity, the first campus chapter in the nation. She helps students learn the value of homeownership to individuals, families, communities and our greater world. Lucy was an Olympic caliber figure skater and brings her work ethic and commitment to excellence to Waco Habitat and the Waco community.
John Tomlin Email: jtomlin@appleenergygroup.com Company: Apple Energy Group Position: Training Manager Location: Austin, Texas Description: John Tomlin is a trainer in building science for the Texas Weatherization Assistance Program, Governors Energy Office, Smart Energy Program, GOE State of Georgia, BPI, and RESNET/HERS. He has 20 years experience in building construction, project management, training and consulting. Website: www.appleenergygroup.com
Jay Wilkinson Email: lori.kadavy@firespring.com Company: Firespring Position: Founder/CEO Location: Lincoln, NE Description: Jay Wilkinson is an entrepreneur and innovator who has started 22 corporations, acquired 16 companies, been an angel investor in 25 startups and founded, co-founded
Habitat for Humanity Texas
or helped start seven nonprofit organizations. As a philanthropist, Jay has raised millions of dollars for nonprofits. Today, Jay focuses on his role as the founder and CEO of Firespring – a B Corporation based in Lincoln, Nebraska. He also sits on several nonprofit boards and is an avid supporter of programs that provide leadership and enrichment training for America’s youth. Jay has been among the highest ranking speakers at conferences all over the United States for two decades. He has informed and educated more than a million people with his empowering messages to nonprofit professionals and his inspired encouragement of business leaders to adopt a purpose-driven business model. In 2014, Jay led his company, Firespring to become the first B Corporation in Nebraska. HisTEDx talk on company culture has more than 1 million views. A graduate of MIT’s Entrepreneurial Masters Program, Jay has appeared on CNN and other national news outlets discussing the important role nonprofits play in the U.S. economy. In his spare time, Jay can be found on adventures with his wife traveling to far-flung destinations on a quest for the perfect scuba diving location.
Michael Willard Email: willardconsulting@gmail.com Company: Willard Consulting Position: President Austin, Texas Description: Michael Willard has over 20 years of experience in leading nonprofit organizations including Habitat for Humanity and Goodwill. Through his experience he knows that nonprofit organizations with a strong “earned income” model are more stable and sustainable. He has also tried a number of things that have failed, and he doesn’t want other ReStores to make the same mistakes. Website: www.linkedin.com/pub/ michael-willard/2/634/416
Carly Yansak Email: cyansak@ahfh.org Company: Austin Habitat for Humanity Location: Austin, TX Description: Carly Yansak is the Communications Manager at Austin Habitat for Humanity. Previously, she worked as Austin Habitat’s Grants Associate. With writing experience from Cox Media, Dangatorium, encore Magazine, and Insider’s Guide. Carly is a graduate in Communication Studies from The University of North Carolina at Wilmington.
Committed to the future of rural communities
www.USDA.gov
Pictured left to right: TSAHC President David Long, State Senator Lois Kolkhorst, Golden Crescent Habitat for Humanity Executive Director Cynthia Staley and Board Member Laura Kaspar.
Proud Supporter of
Texas Habitat for Humanity Affiliates and the 2016 Lone Star Summit
www.tsahc.org
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When a group of people comes along who have thethe courage andand vision When a group of people comes along who have courage vision to turn dreams into reality, they make thethe future bright forfor everyone. to turn dreams into reality, they make future bright everyone. Little by by little wewe cancan dodo a lot. Small is Huge℠ Little little a lot. Small is Huge℠ Habitat forfor Humanity of of Texas, wewe celebrate your achievements. Habitat Humanity Texas, celebrate your achievements.
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