Executive Leadership 2020 V1

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Managing Yourself Wednesday, January 15 & 29, 2020

The Executive Leadership Program is designed for mid- to senior-level managers and entrepreneurs seeking advanced leadership and communications skills to move their careers and organizations forward. Executive directors, sole proprietors, and high-potential early career managers who are being developed for senior roles will also find value in this program.

2020 PROGRAM INFORMATION

The program is organized into five modules that are scheduled between January and May. Each module consists of two half-day sessions that run from 8 AM to noon and are held at locations throughout the Hudson Valley. These sessions will cover a set of interrelated topics that are critical to the success of individuals in organizations of all kinds, including large and small for-profit companies, governmental agencies, healthcare, and not-for-profit organizations. Each module is led by executives with many years of senior-level, real-world experience. Sessions employ a variety of tools and activities to engage participants, including reading assignments, presentations, individual and group exercises, panel discussions, and, in the case of the Executive Communication module, recording and individual coaching. The five modules are: 1. Managing Yourself: January 15 & 29 2. Strategic Planning and Execution: February 12 & 26 3. Executive Communication: March 11 & 25 4. Managing for Success: April 14 & 29 5. Human Resources in Today’s Environment: May 13 & 27

Taking Executives to the Next Level

Sal and Steve provide an excellent framework for all business executives to improve their personal and professional goals, strategies and tactics. I, personally, have a renewed appreciation for the process of building and improving existing ideas as well as more efficient ways to incubate new ideas. Many of my everyday struggles as a business owner and operator were addressed, and I now have more tools to tackle them more efficiently. – Chris Quinby, Vice President and CFO of Warlock Athletics

Using the framework made famous by Stephen Covey’s “7 Habits of Highly Effective People,” Sal Calta and Steve Lant will discuss their personal approaches to managing yourself. Participants will work on their personal mission statement. A panel of regional executives will offer their own lessons and techniques for personal effectiveness. The session will conclude with a keynote address by a prominent executive.

Strategic Planning and Execution Wednesday, February 12 & 26, 2020

Steve Lant will present the key steps in creating and executing a strategic plan, including mission and vision statements, a SWOT analysis, core competencies, and goal setting. Participants will learn how to communicate plans to different audiences and will understand how to measure and communicate progress. Participants will present a strategic initiative relevant to their business, receive feedback from the group, and share experiences with peers. A diverse panel will share their thoughts about how they approach strategic planning.

Executive Communication Wednesday, March 11 & 25, 2020

Sal Calta and Steve Lant will share their techniques for effective executive communication. Participants will prepare and deliver a succinct presentation on a topic of importance to their organization. This presentation will be recorded, and each participant will receive constructive feedback from their peers and personal coaching from Sal and Steve. At the next session, participants will present again, incorporating the feedback and coaching from the first session to hone their message for maximum persuasion and impact.


Managing for Success

Tuesday, April 14 & Wednesday, April 29, 2020 Sal Calta will cover a variety of important executive skills that drive success, including building and managing teams, mentoring and coaching employees in a variety of situations, identifying key performance indicators, and measuring and communicating them effectively. Sal will discuss how to handle the inevitable variations and surprises every organization faces as it attempts to achieve its budget or plan. He will discuss quality management systems, and how to use them to achieve objectives.

Human Resources in Today’s Environment Wednesday, May 13 & 27, 2020

Steve Lant will discuss his tested approach to hiring the right people, managing the talent development process, and will focus on the development of high-potential employees for future leadership roles. He will also discuss compensation systems that motivate and reward employees for performance that drives organizational success. Janet Giannetta and Pam Porath will discuss relevant best practices for building a healthy workplace environment in today’s world. Themes include talent retention through onboarding and coaching, the importance of diversity and inclusion, and accountability. They will highlight best practices and essential policies for dealing with topics such as performance improvement, retaliation, and termination. Pam and Janet’s overall emphasis will be the strategic partnership between senior leadership and human resources.

Program Presenters Sal Calta, Jr.

Sal launched Calta Consulting LLC in Feb 2016 - helping both small and large businesses transform for growth and efficiency. Previously, Sal was a Senior Executive at IBM, retiring in 2015 after a successful 36 year career that included Product Development, Supply Chain, Business Transformation and Information Technology. He most recently was the company’s VP of business transformation, helping IBM re-invent itself in the era of Agile and Cognitive technologies. Sal then served as GuideWell and Florida Blue’s interim Chief Information Officer from May to November 2015, applying years of business transformation experience to help GuideWell/Florida Blue advance it’s Health Care Innovation Journey. This 6-month role serves as a model for Sal’s new consulting business, helping any company navigate a challenging business transition. Sal previously served on the Board of the Dutchess County Regional Chamber of Commerce, and currently serves on the board of Peckham Industries.

Janet Giannetta

Advisory Committee

Salvatore A. Calta, Jr., Calta Consulting LLC - Chair William A. Brenner, CPA, Citrin Cooperman & Company, LLP Kathleen Lynch Cartine, Westchester Medical Center William Francis, Fortress Financial Advisory LLC Carol Gordon, Carol Gordon Consulting LLC Steven Lant, Retired Executive Pam Porath, Willowpath Consulting LLC Daniel Szpiro, Marist College Thomas Weddell, RBT CPAs, LLP

Sponsored by

Janet Giannetta, SPHR, SHRM-SCP is a Partner in Visions Human Resources Services, LLC, an affiliate of RBT CPAs, LLP. Janet most recently was Chief Human Resources Officer at RBT CPAs where she was responsible for all HR activities within the Firm. Janet is a senior-level human resources professional who has served in a wide range of industries, including health care, finance and manufacturing. Over the course of her career, she has mastered the balance of employee advocacy and the business needs of organizations – the most challenging aspect of compliance and managing human resources. Prior to joining RBT, Janet was the Corporate Compliance Officer and Vice President of Human Resources at Elant, Inc and was the Regional Human Resources Director at Wingate Healthcare in Needham, Mass. Janet’s license and certifications include Certified Senior Professional in Human Resources, Human Resource Certification Institute; and Certified Senior Certified Professional, Society of Human Resource Management.

Steven Lant

Steve was employed by Central Hudson Gas and Electric Corp. from 1980 until retirement in 2014. He served in a number of leadership roles including Chief Financial Officer, Chief Operating Officer, and Chief Executive Officer. He also served as Chair of the Board and CEO of Central Hudson’s parent company, CH Energy Group, Inc., a publicly traded diversified energy company, from 2004 until its acquisition by Fortis Inc., in 2013. Steve has also served in leadership positions with a number of non-profit corporations including as chair of HealthQuest (now part of Nuvance), United Way of Dutchess-Orange Region, Rehab Programs, and Hudson Valley Economic Development Corporation. He is currently on the board of Peckham Industries, Inc., and Nuvance Health and the Marist-Nuvance School of Medicine.

Pam Porath

Pam Porath, Ph.D. is an independent consultant who started her own consulting firm, Willow Path Consulting, in 2001. Her work focuses primarily on large-scale organizational change, leadership development and executive coaching as well as the cultural and human side of acquisition integration.

Tuition & Registration Info Tuition is $2,500 and covers all sessions, materials, and meals. Tuition for non-profit organizations and small businesses with 20 employees or less is $2,000. Applicants will be required to complete a candidate profile and acceptance into the program will be determined once all are reviewed. Enrollment is limited. Deadline to apply: Friday, December 13 Sign up today! Call 845.454.1700 x 1000 or visit chamberfdn.org/leadership-programs For questions regarding the Executive Leadership Program, call Nicholas Shannon, Executive Director of The Chamber Foundation, Inc. at 845.454.1700 x 1026 or email nick@chamberfdn.org A Signature Leadership Program of:

With over 30 years of corporate and non-profit experience, Pam has consulted both domestically and internationally in multiple industries. Before starting Willow Path Consulting, Pam was employed at the General Electric Company where she served in leadership roles involving training and development, leadership development, and organizational culture change. Previous to that, Pam was employed in the non-profit sector where she led numerous adult education initiatives.

Executive Leadership Class of 2019 with program committee members

Pam holds a BA in Social Work from the University of Michigan, MA in Adult Education and Adult Spirituality from Regis University, MA in Organizational Development from the Fielding Graduate Institute, and Ph.D. in Human and Organizational Systems from the Fielding Graduate University. Pam is a member of WBECS.com (World Business Executive Coaches) and volunteers with EthicalCoach.org.

ChamberFDN.org


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