Evidence Based Coaching (EBC) Conference and Alumni Reunion Program

Evidence Based

COACHING CONFERENCE & ALUMNI REUNION Friday, May 10 & Saturday, May 11, 2019 Hyatt Centric 1111 East Cabrillo Boulevard Santa Barbara, California, 93103

Welcome 2019 EBC Conference Participants!

EBC Conference & Alumni Reunion 2019

We are very excited to launch Fielding’s inaugural EBC Conference and Alumni Reunion. We have an exciting lineup of nine powerful workshops with global leaders in coaching ready to share their research, theories, and best practices and to facilitate meaning dialogue with us. You are invited you to connect with old friends and to network with over 80 participants in this year’s conference. We hope you will also relax and take advantage of beautiful Santa Barbara during your visit. This event is one of the many new ways Fielding is connecting scholar-practitioners in our Coaching Community of Practice (CCoP). If you haven’t yet joined the CCoP, we encourage you to explore all the ways you can stay connected with coaching at Fielding at ccop.fielding.edu.

Warmly, Dr. Terry H. Hildebrandt, Director, Evidence Based Coaching

FEATURED SPEAKERS

Terry H. Hildebrandt, PhD, MCC, MCEC How to Effectively Choose and Use Assessments

Leni Wildflower, PhD, PCC Coaching to Create Meaning in Life and Work

Jenny Rogers, MA Developing and Sustaining a Coaching Practice (via ZOOM)

CONCURRENT TRACK WORKSHOP OPTIONS

Laura Hauser, PhD, MCC, MCEC Coaching Teams for Enterprise-Wide Impact: A Case Study

Carrie Williams, PCC Eyes on the Prize!

Rewiring Your Brain for Goal Achievement

Kathy Norwood, EdD, PCC Unleashing the Transformative Potential of Appreciative Inquiry/Coaching

Erek J. Ostrowski, PhD, PCC Group Coaching for Meaningful Learning and Change in Entrepreneurs

Desiree Briel Rodi, MBA Leveraging EQ and Active Listening to Move from the “What” to the “Who”

Marjorie Woo, PhD & James Warner, PhD, and Keystone Alumni: Coaching in China: Lessons of Experience in Transforming Self, Others, and Organizations

FIELDING GRADUATE UNIVERSITY

SCHEDULE AT A GLANCE EBC Conference & Alumni Reunion 2019 DAY 1 – FRIDAY, MAY 10 ROOM: EL CABRILLO

4:00 pm

Registration check in opens

5:00 - 7:00 pm

Welcome reception with Fielding President Katrina Rogers, PhD

DAY 2 – SATURDAY, MAY 11 ROOM: EL CABRILLO

7:00 am Registration chek in opens Continental breakfast and networking PROGRAM 8:00 am

Welcome by Director of Evidence Based Coaching Terry H. Hildebrandt

8:15 - 9:45 am

Jenny Rogers, MA

Developing and Sustaining a coaching practice (via ZOOM)

Break

10:00 - 11:00 am

Leni Wildflower, PhD, PCC

Coaching to Create Meaning in Life and Work

11:00 am - 12:00 pm

Terry H. Hildebrandt, PhD, MCC, MCEC

How to Effectively Choose and Use Assessments

12:00 pm - 1:30 pm

Lunch on your own

CONCURRENT TRACK WORKSHOP OPTIONS 1:30 - 5:00 PM Session 1A: 1:30 - 2:30 pm

Session 2A: 2:45 - 3:45 pm

Session 3A: 4:00- 5:00 pm

ROOM: VISTA 3

ROOM: VISTA 1

ROOM: VISTA 3

Laura Hauser, PhD, MCC, MCEC Coaching teams for enterprisewide impact: A case study

Erek J. Ostrowski, PhD, PCC Group Coaching for Meaningful Learning and Change in Entrepreneurs

Kathy Norwood, EdD, PCC Unleashing the Transformative Potential of Appreciative Inquiry/Coaching

Session 1B: 1:30 - 2:30 pm

Session 2B: 2:45 - 3:45 pm ROOM:

Session 3B: 4:00 - 5:00 pm

ROOM: VISTA 1

VISTA 3

ROOM: VISTA 1

Carrie Williams, PCC, Evidence-based Coach, Author Eyes on the Prize! Rewiring Your Brain for Goal Achievement

Desiree Briel Rodi, MBA Leveraging EQ and Active Listening to Move from the “What” to the “Who”

Marjorie Woo, PhD, James Warner, PhD, and Keystone Alumni Coaching in China: Lessons of Experience in Transforming Self, Others, and Organizations

6:00 - 7:00 pm

EBC Cohort 35 Graduation Ceremony

ROOM: VISTA 3

7:00 - 9:00 pm

Closing Reception Dinner and Dancing

ROOM: EL CABRILLO

FIELDING GRADUATE UNIVERSITY

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PRESENTATION DESCRIPTIONS EBC Conference & Alumni Reunion 2019

Jenny Rogers, MA Developing and Sustaining a Coaching Practice (via ZOOM) Coaching skills are central to what coaches do. However, coaches also need to learn how to run a coaching business; how to identify a niche; how to market; what to charge clients; and how to sustain a business practice. In conversation with Leni Wildflower, Jenny will review the ten critical components for developing a successful business practice, the tasks involved and the possible pitfalls, and will answer questions from participants.

Through a structured conversation, Jenny will explain the ten components essential to building a successful business. Participants will be invited to ask questions, raise concerns about the business challenges faced by coaches, and share insights.

Learning Objectives: • Consider the importance of attending to business challenges as a self-employed coach.

• Discover more about what is involved in building a coaching business.

• Reflect on whether the business model is for you.

Jenny Rogers’ book, Building a Coaching Business:10 Steps to Success, has recently been revised and reissued. To learn more about Jenny, visit: jennyrogerscoaching.com.

Leni Wildflower, PhD, PCC Coaching to Create Meaning in Life and Work How to perform work that has meaning and to create a meaningful life has become a popular topic. Dr Wildflower will review the psychologists and philosophers who have researched the process of meaning-making in recent history, considering how their ideas can contribute to our work and practice as coaches. She will invite discussion on how we can assist our clients in their search for greater clarity and direction in creating more meaningful lives both professionally and personally.

We will begin with a review of some major contributors to our understanding of meaning-making, and will go on to consider why these theoretical threads are important and what they contribute to our understanding of meaning-making as coaches. Participants will be invited to share their thoughts on practical ways to work with clients who want to create more meaningful lives.

Learning Objectives : • Review selected researchers, psychologists and philosophers who have studied the concept of meaning making.

• Discuss why this concept of meaning making has become increasingly important.

• Involve participants in an exploration of ways we can incorporate these ideas in our coaching.

To learn more about Leni, visit: wildflower-consulting.com.

Terry H. Hildebrandt, PhD, MCC, MCEC How to Effectively Choose and Use Assessments Assessments have become a standard and expected practice in many coaching engagements. Dr. Hildebrandt demystifies the complexity of instruments by using integral theory to understand when and how to choose the best assessment for any coaching engagement. He also discusses how assessments can add value to your clients and to your coaching business.

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PRESENTATION DESCRIPTIONS EBC Conference & Alumni Reunion 2019

We will begin with an overview of how assessments and tools are currently used in many settings.

Integral theory will be used as a framework to create a map of how we can understand the landscape of assessments and how they are used in coaching. We will cover why coaches should use instruments and when they are most effective. We also will cover the types of clients and settings suited to different instruments. We will discuss the two main types of individual assessments and considerations for choosing an assessment. We will cover popular assessments used in leadership and executive development. Terry will take questions from the audience and have a dialogue about assessments. Attendees will also receive codes from vendors to receive their own selected assessments at no charge.

Learning Objectives: • Explore the value of instruments to your clients and your business.

• Understand the landscape of instruments and assessments.

• Understand when and how to choose the best instrument for any coaching occasion.

To learn more about Terry, visit: terryhildebrandt.com.

Laura Hauser, PhD, MCC, MCEC Coaching teams for enterprise-wide impact: A case study Join Fielding alum and EBC faculty Dr. Laura Hauser, who will give you the real story behind a complex team coaching engagement from beginning to end. Hear how she navigated the twists and turns during the evolution of this coaching engagement that resulted in enterprise-wide change. Explore the implications for the growing practice of coaching teams in the workplace.

Coaching teams in the context of organizations is rapidly expanding as a powerful tool for creating enterprise-wide change. Research and practical experience tell us that, in today’s complex and volatile global organizational environment, successful teamwork is of critical importance, especially when linked to the larger issue of team and organizational performance.

According to Dr. Laura Hauser and other contemporary team coaching experts, coaching teams is considerably more complex than coaching individuals. The implication for coaches is significant, because coaching teams requires additional competencies, knowledge, skills, and tools. The implication for organizations is also significant, because an intervention at any level of the system will in some way influence all the other levels of the organizational system for better or worse.

During this interactive presentation, you will learn how the coach navigated the twists and turns of a complex team coaching engagement, including the challenge of partnering with multiple stakeholders, dealing with issues of confidentiality, and orchestrating effective interventions that resulted in enterprise-wide change.

Learning Objectives: • Recognize the complexity of coaching teams compared to coaching individuals.

• Identify additional competencies and knowledge bases required to coach in the context of coaching work teams.

• Explore implications for expanding your own set of knowledge, skills, and competencies required to coach teams and make enterprise-wide impact.

To learn more about Laura, visit: leadership-strategies.com.

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PRESENTATION DESCRIPTIONS EBC Conference & Alumni Reunion 2019

Carrie Williams, PCC, Evidence-Based Coach Eyes on the Prize! Rewiring Your Brain for Goal Achievement Every generation of goal-setters has its own unique set of beliefs, values and motivations. Yet the standard of goal setting, S.M.A.R.T. goals, has remained virtually unchanged for four decades. Evidence based coach Carrie Williams shares her G.R.E.A.T. Goals program, designed to include the elements necessary for successful 21st century goal achievers.

Is it possible to train your mind, body and heart to achieve your goals? For decades, S.M.A.R.T. Goals (Specific, Measurable, Achievable, Reachable, Timely) have been the gold standard for goalsetting in education and business. However, goals without sustained purpose and passion are rarely obtained. Ultimate success depends on an individual’s ability to consistently leverage their entire person – mind, body and heart – to make their goals a reality. In this session, author and certified professional coach Carrie Williams will share her G.R.E.A.T. Goals framework and unveil tried and true daily practices that actually have the power to rewire your mind to work systematically toward your goals. This interactive workshop – developed especially for coaching and HR professionals – features real-time exercises from Carrie’s book Eyes on the Prize: A Kick-Ass Guide to Setting and Achieving G.R.E.A.T. Goals that will have you working toward your goals immediately. Learn the techniques of the G.R.E.A.T. Goals program first-hand from the creator of this ground-breaking program.

Together we will learn to: • Identify and clarify your own G.R.E.A.T. Goal.

• Shift your mindset to insure success.

• Integrate practices to sustainably motivate yourself.

• Elevate goals from S.M.A.R.T. to G.R.E.A.T.!

• Dream big and live “bigger” in business and life.

Learning Objectives: • A unique and proven framework for resetting your brain for goal achievement.

• Hands-on learning to identify your own G.R.E.A.T. Goal.

• Tips for making the shift from S.M.A.R.T. to G.R.E.A.T. • Practices for staying motivated as you move toward your goal.

• Pointers for sharing the G.R.E.A.T. framework with your clients and team members.

To learn more about Carrie Williams, visit: rainshadowcoaching.com.

Erek J. Ostrowski, PhD, PCC Group Coaching for Meaningful Learning and Change in Entrepreneurs Learning in entrepreneurial firms hinges on social interaction, yet many entrepreneurs lack opportunities to engage with peers in meaningful reflection and learning. Drawing on key insights from his doctoral research, Dr. Ostrowski will describe the social and experiential learning processes inherent in group coaching that help foster meaningful learning and change in entrepreneurs.

The unique challenges of entrepreneurship make learning fundamentally important to entrepreneurs.

Many entrepreneurs, however, lack opportunities to engage with peers in ways that promote meaningful reflection and learning. Group coaching can provide these opportunities. In this workshop, Erek will detail the social and experiential learning processes inherent in group coaching that help foster learning and change in entrepreneurs. The workshop begins with a brief overview of the kinds

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PRESENTATION DESCRIPTIONS EBC Conference & Alumni Reunion 2019

of challenges that entrepreneurs face, which make learning necessary and important. Erek will distinguish between coaching in unaffiliated group settings and coaching in intact work teams, highlighting important differences between these two practice environments. Then, using a series of brief case studies from his dissertation research, Erek will outline two types of process moves that unfold through group coaching—moves that involve learning vicariously and moves that involve learning from feedback.The moves illustrate both lower-level (adaptive) learning and higherlevel (transformative) learning in the lives and businesses of participant entrepreneurs.The session concludes with a discussion of implications for research and practice.

Learning Objectives: • Develop a deep understanding of how group coaching can support learning and change in entrepreneurial clients, rooted in a learning theory perspective • Gain awareness of the experiential and social learning processes that can unfold through group coaching, as well as the potential products or results of this learning • Gain an understanding of the fundamental differences between group and dyadic (one-onone) coaching, as well as how these differences shape practice in these two settings To learn more about Erek visit: vervecoaching.com.

Desiree Briel Rodi, MBA Leveraging EQ and Active Listening to Move from the “What” to the “Who” This workshop will provide a first-hand experience of the value and power of active listening, and the foundational connection between EQ and coaching. In addition, you will learn skills to improve your coaching, move from the “what” to the “who” and deepen your client’s awareness to empower them to create change.

Good coaching improves EQ. A coach partners with the client to journey through the four pillars of emotional intelligence - building their self-awareness, empowering them to self-manage, developing social awareness, and allowing them to take ownership towards change through relationship management. Active Listening is a quintessential connection between EQ and coaching. With increased Active Listening skills, the coach can build and manage their own awareness, while developing a greater capacity to partner with the client to build awareness and empower them to take action towards change.Through Active Listening, the coach has the power to help the client move from the “what” to the “who” and take the engagement to a deeper level of discovery.

This workshopwill build a foundation in EQ, its connection to coaching, and practice the art of Active Listening to: • Build awareness, presence and mindfulness.

• Improve the ability to listen for themes and opportunities to paraphrase, ask powerful questions, and create awareness.

• Listen for and track feelings in the client and simultaneously track feelings in oneself.

• Understand the connection between coaching and EQ. Learning Objectives: • Build skills in active listening – creating awareness, improving ability to paraphrase themes, to hold and manage own feelings and thoughts while listening for and tracking the feelings of the client, and to use this information to go deeper into the “who.”

• Build awareness in the coach as well as the client, and further the possibilities for “Use of Self.”

To learn more about Desiree, visit: brielrodiconsulting.com.

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PRESENTATION DESCRIPTIONS EBC Conference & Alumni Reunion 2019

Kathy Norwood, EdD, PCC Unleashing the Transformative Potential of Appreciative Inquiry/Coaching How do we awaken someone’s soul to launch bold imaginings and creative actions? Drawing on her own research, Dr. Norwood will introduce the transformative potential of working with the interplay between light and shadow in Appreciative Coaching. We will explore how to access a heart-coherent state where apparent resistance emerges as a deeper level of wisdom and insight.

While theorists claim that AI engenders transformational changes more readily than other change methods, research has found only a handful of studies that attained that result (Bushe & Kassam, 2005; Bushe, 2013). Achieving the transformative potential of Appreciative Inquiry/Coaching requires two critical elements. First, coaches must use their knowledge of the research on what elements enhance transformational shifts to guide their intentionality. Second, coaches must assimilate AI’s underlying values so deeply that they embody its essence. They move into a state of “heart coherence” with clients that inspires profound insights and wisdom. This harmonious connection evokes heart-felt empathy that bypasses AI’s paradoxical dismissal of clients’ sincere concerns. As coaches listen deeply to their clients, they “invite and work with resistance and shadow in a way that releases energy for positive movement” (Johnson, 2013, p. 192).

Learning Objectives: • Gain a greater awareness of the transformational elements of Appreciative Coaching drawn from AI research.

• Discover the potential value of heart coherence to coaching and experience a basic technique to achieve heart coherence.

• Learn how to enrich your work as Appreciative Coaches by “work[ing] with resistance and shadow in a way that releases energy for positive movement” (Johnson, 2013, p.192).

To learn more about Kathy, visit: linkedin.com/in/kathy-norwood-ed-d-pcc-bb2a783/.

Marjorie Woo, PhD, James Warner, PhD, and Keystone Alumni Coaching the Dragon: Lessons of Experience in Transforming Self, Others, and Organizations This workshop will briefly explore the continued growth of coaching and coach certification in China and Asia Pacific; provide several examples of how coaching has supported the transformation of Chinese leaders, organizations and individual coaches; and consider why coaching and rigorous coaching certification programs enable Chinese leaders to be professional coaches and better leaders in this rapidly changing business environment.

Participants acquire a realistic and current picture of what clients are looking for when seeking coaches for Chinese executives, and a better understanding of changes in the coaching landscape in China and the transitions Chinese coaches are facing.

Factors affecting the growing demand for coaching certification in China: 1. Chinese executives have moved rapidly into senior leadership roles, often without adequate developmental planning or effective role models. These leaders want to be better leaders and see coaching as a means to this goal.

2. Human Resource Professionals seek credentials to differentiate themselves, and to prepare for mid-life transition and wanting to plan a second career. On average it takes 3-5 years (10 years at MCC level) to get training and transform to a new career at a professional coach level.

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PRESENTATION DESCRIPTIONS EBC Conference & Alumni Reunion 2019

3. Search and consulting firms are going through certification so they can be certified and offer these services to round up their portfolio.

4. Chinese have great respect for specialized training and certification programs. There are a growing number of providers in China, many focusing on technical orientation and skills practice without a strong theoretical foundation. As a result, of the thousands who have attended coach training, recent data shows there to be over 500 ACC’s, 200PCC’s, and 3 MCC’s with ICF credentials in the last 3 years in addition to certification by ICA and others.

Different coaching outcomes expected by Asia Pacific & Chinese executives: Western, multinational companies have different expectations of coaching for their executives with outcomes closely aligned with the skill and career progression of the individual. In Chinese companies, the coach role is seen more as a business consultant or personal advisor.

Chinese private-owned companies have a strong winner-take all, beat the competition culture.

A coaches in one of these companies need to be financial guru, business strategist, marketing consultant and close personal confidant – all in one – and available whenever the coachee calls.

In state-owned enterprises, maintaining harmony within the organization is a critical topic of coaching. Coaches in these organizations often serve as mentors and help coachees navigate the arcane labyrinth set out by central planning or Political and Party career moves.

Gender diversity in China coaches is about 3 to 1 female to male. Perception and comfort level are fairly even. Female coaches are well accepted and sometime preferred in transition coaching, development coaching, or communication. In other Asian countries, e. g. India and Indonesia, male coaches are preferred.

Individual transformation: China has had a renaissance since the Great Opening in the early 1980s. The speed and scope of change and the sheer size of population has placed great pressure on people to succeed in areas in which they have not had prior experience. Many of the early business leaders feel burnt out and are seeking mid-life transition to second careers.

Younger generations growing up under the One-child Policy are expected to take on leadership roles. They are going through individual and career transitions rapidly and with little preparation.

Ten years of Keystone research finds coaching a key component of the transformation process, resulting in significant individual transformation.

Learning Objectives: • Recognize trends in coaching and coaching certification in China.

• Differentiate coaching approaches required to effectively coach in China.

• Determine which EBC theories have relevance for typical coaching situations in China.

To learn more about Marjorie, visit: keystonegroup.cn/en/ and James, visit: linkedin.com/in/james-warner-phd-4173a55/.

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INFORMATION

EBC Conference & Alumni Reunion 2019

Welcome to Santa Barbara

Local Attractions:

• State Street: Wander the streets of uptown and downtown Santa Barbara, where you’ll find boutiques, trusted name-brand stores, locally owned restaurants and cafés, and a generous dose of culture.

• Santa Barbara Mission: Marvel at the Franciscan–Spanish architecture of the old Santa Barbara Mission. You’ll find artifacts and documents from old missionaries, a still-operating chapel, and the mission’s impressive and well-kept grounds.

• The Santa Barbara Museum of Art: 1130 State St. Features an extensive collection of European, American and Asian art, and plays host to some world-class exhibitions. Founded in 1941, this is one of the nation’s outstanding regional museums that features a combination of special and permanent exhibits.

• Santa Barbara County Courthouse: Built in 1929 and the grandest building in the town. A working courthouse, this Spanish-Moorish castle has frescoes, murals and Tunisian tilework.

• The Waterfront: Cabrillo Blvd. ranges from Leadbetter Beach, past the Harbor, West Beach, Stearns Wharf, Chase Palm Park, the Zoological Gardens and to East Beach. Along this stretch of incredible coastline you will find restaurants, shops, artists, and a bike trail.

• Stearns Wharf: 219 Stearns Wharf. A center of activity, the structure is over 130 years old and has been the home of much of Santa Barbara’s early history when immigrants and supplies had to come primarily from the sea. A popular attraction is the Ty Warner Sea Center - a fun, engaging, interactive marine education facility located on Stearns Wharf.

• Other attractions: Santa Barbara Zoo, Museum of Natural History, Wine Tours, Botanic Gardens.

Local Dining:

Hotel Dining: • Marbella: Spanish cuisine and tapas while showcasing California’s fresh local seafood, greens, and meats. Breakfast served 6:30-11am (weekends til 12pm); Dinner served every day 5:00-10:00 pm.

• Mar Vista: Indoor and outdoor lounge overlooking the sparkling pool. The menu features Spanishinfused cuisine and tapas made from locally sourced produce, all served alongside house made cocktails and local craft beers. Opens at 12:00 pm (11:00 am Sat/Sun) and closes at 11:00 pm (12:00 am Fri/Sat).

Within Walking Distance: • East Beach Tacos: 226 S. Milpas St, (805) 770-2761: Serves gourmet tacos, cold beer and local wine.

• Fish House: 101 East Cabrillo Blvd. (805) 966-2112: Oceanside seafood spot with sunny patio.

• The Habit: 216 S. Milpas St, (805) 962-7472: Char-grilled burgers, fresh albacore, marinated tri-tip & chicken sandwiches, salads and shakes.

• Los Agaves Restaurant: 600 N Milpas St, (805) 564-2626: Mexican restaurant & bar for enchiladas, chile relleno & more in a casual, hacienda-style space.

• The Palace Grill: 8 E Cota St, (805) 963-5000: Upbeat eatery serving Cajun-Creole favorites as well as cornbread muffins & jalapeño martinis.

• The Lark: 131 Anacapa St, (805) 284-0370: Urban eatery in a former fish market offers New American fare in wood-lined quarters with a patio.

• La Super-Rica Taqueria: 622 North Milpas Street, (805) 963-4940: Famously lauded by the legendary Julia Child as one of her favorite places to eat. Most famous for their tacos, the other specialties on their menu are equally as enticing. Cash only.

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INFORMATION

EBC Conference & Alumni Reunion 2019

Hyatt Centric Santa Barbara

1111 East Cabrillo Boulevard Santa Barbara, California, 93103, USA Tel: +1 805 882 1234 Internet Access: Complimentary wireless internet access is available in the meeting rooms.

Parking: Valet parking available is 24 hours a day ($10/day, $28/overnight).

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2020 De la Vina Street Santa Barbara, CA, 93105 fielding.edu