CEO’s & COO’s Agenda

Thank you for joining us at the Top 45 Symposium. CEO’s and COO’s can find this week’s agenda below. For a downloadable option, click the button below.

Download Agenda (PDF)

Sunday, November 14th

5:00 PM

3 Hours

Welcome & Opening Reception

  • Location | Sheraton Sand Key, Outside Next to Swimming Pool
  • Host | Mike Sutton, President & CEO of Habitat Pinellas & West Pasco
  • Check-in & Pick-up Conference Packets & Name Tags
  • Mix & Mingle

8:00 PM

Free Time

  • Late Snack
  • Mix & Mingle on your own

Monday, November 15th

7:30 AM

60 Minutes

Breakfast

  • Location | Sheraton Sand Key Resort Grand Ballroom (1st Floor)

8:20 AM

15 Minutes

Morning Devotion

  • Led by EJ Thomas (Habitat Mid Ohio)

8:35 AM

95 Minutes

Welcome & Affiliate Intro

  • Moderator & Host | Mike Sutton (Habitat PWP)
  • 2 Minutes per affiliate | Name, Title of Attendees, COVID Successes & Negative Impacts

10:10 AM

10 Minutes

Morning Break

10:20 AM

15 Minutes

Message from Title Sponsor – Covey Financial

10:35 AM

85 Minutes

Using CHDOs, Mortgage Companies, and CDFIs to Expand Capacity

  • Moderator | Erin Rank (Habitat Greater Los Angeles)
  • Panelists | Robyn Bipes-Timm (Twin Cities), Patricia Burch (Greater Birmingham), Mike Criner (Metro Denver)

12:00 PM

75 Minutes

Group Lunch

  • Prayer lead by Rob Locke (Habitat Metro Louisville)

1:15 PM

90 Minutes

Mergers, Collaborations and Partnerships

  • Mergers & Regional Approach, Affiliate Partnerships, Other Non-Profit Partnerships
  • Moderator | Jim Morris (Greater Indy)
  • Panelists | Danny Herron (Nashville), Mike Sutton (Pinellas & West Pasco), Amanda Brewer (Omaha)

2:45 PM

10 Minutes

Message from Supporting Sponsor – Blackbaud

2:55 PM

15 Minutes

Afternoon Break

3:10 PM

70 Minutes

Innovation Champions & Amplifying Production (ADUs & Other Innovations)

  • Moderator & Panelist | Gage Yager (Trinity)
  • Panelists | Bill Ahern (Wake County), Amanda Brewer (Omaha), Sam Young (Pensacola)

5:30 PM

Group Dinner

  • Bus Tour of Habitat Pinellas & West Pasco Administrative HQ and Education Center & dinner at Big Storm Brewery.
  • Dinner at Big Storm Brewery (Click for Menu)
  • Prayer led by Dave Crawford (Dallas)

Tuesday, November 16th

7:30 AM

60 Minutes

Breakfast

  • Location | Sheraton Sand Key Resort Grand Ballroom (1st Floor)

8:20 AM

15 Minutes

Morning Devotion

  • Led by Charles Moore (Birmingham)

8:35 AM

85 Minutes

Subdivision Development, Single Family Rentals, & Multi-Family Construction

  • Moderator | Natalie Griffith (San Antonio)
  • Panelists | Mike Taylor (San Antonio), Ken Rush (Pinellas & West Pasco), John Weyenberg (Fox Cities)

10:10 AM

10 Minutes

Morning Break

10:20 AM

60 Minutes

Avenues to Affordability

  • Shared Appreciation/Equity, Affordability Covenants, Various Mortgage Vehicles, Fixed Pricing, Subsidy, Density
  • Moderator | Lisa Lefkow (Collier County)
  • Panelists | Steve Messinetti (Portland), Laura Belcher (Charlotte), Heather Lafferty (Denver)

11:35 AM

10 Minutes

Message from Supporting Sponsor – Freewill

11:45 AM

75 Minutes

Lunch

  • Prayer led by Jason Barlow (Central AZ)

1:00 PM

10 Minutes

Message from Supporting Sponsor – Bloomerang

1:10 PM

75 Minutes

Retaining Staff, Diversity, Continuing Ed/Leadership Development

  • Hiring & Retaining Best Staff, Increasing Diversity, Developing Next Generation of Leaders, Continuing Education, Succession Planning
  • Moderator & Panelist | Mike Sutton (Pinellas & West Pasco)
  • Panelists |¬†Beth Lechner (East Central Ohio), Dave Crawford (Dallas)

2:25 PM

10 Minutes

Afternoon Break

2:35 PM

90 Minutes

Vision, Habitat 2.0, COM Update, National/Reckford Prep

  • Submit Questions for tomorrow’s National/Reckford Q&A
  • Moderator | Jim Morris (Greater Indy)
  • Panelists |Erin Rank (Los Angeles), Ed Lee (Cincinnati),¬† Steve Messinetti (Portland)

4:05 PM

5 Minutes

Afternoon Break

4:10 PM

65 Minutes

CFO Recap & Best Practice Roundtable

  • CFO Moderator / Reporter | Dean Kacos (Collier County) – Top Takeaways
  • Best Practice Moderator | Patricia Burch (Birmingham)

6:00 PM

Group Dinner

Wednesday, November 17th

7:30 AM

60 Minutes

Breakfast

  • Location | Sheraton Sand Key Resort Grand Ballroom (1st Floor)

8:20 AM

60 Minutes

Morning Devotion

  • Led by Lisa Lefkow (Collier County)

8:35 AM

70 Minutes

HFHI Updates & Q&A with Jonathan Reckford, HFHI CEO

  • Moderator | Jim Morris (Greater Indy)
  • Panelist | Jonathan Reckfod, HFHI

9:45 AM

15 Minutes

Morning Break

10:15 AM

60 Minutes

HFHI Updates & Q&A (Continued)

  • Moderator | Jim Morris (Greater Indy)
  • Panelist | Jonathan Reckfod, HFHI

11:15 AM

45 Minutes

Symposium Wrap Up & 2022 Venue Announcement & Thoughts

  • Moderator | Mike Sutton (Pinellas & West Pasco)
  • CEO/COO Feedback & General Thoughts
  • Next Year’s Host & Location | Jim Morris & Indianapolis
  • 2023 Host & Location | Jason Barlow & Phoenix (Central AZ)
  • Closing by Mike Sutton (Pinellas & West Pasco)

12:00 PM

10 Minutes

Closing Prayer & Box Lunch To Go

  • Thank You & Prayer led by Natalie Griffith (San Antonio)