Registration Opens in Lobby

• Check in, pick up welcome packet/name tag

Welcome & Opening Cocktail Reception at the Sheraton Sand Key Resort

• Host: Mike Sutton, President & CEO, Habitat for Humanity of Pinellas & West Pasco Counties

Breakfast

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

Morning Devotion

• Courtney Brown, Habitat East Central Ohio

Welcome & Affiliate Intro

• Moderator & Host: Mike Sutton, President & CEO, Habitat Pinellas & West Pasco Counties
• 2 Minutes per affiliate | Introduce team members – Name, Title, Years with Habitat
• Highlight 1 or 2 best practices at your Affiliate

Morning Break

Message from Title Sponsor – Covey Financial

• Introduction by Jim Morris, Habitat Greater Indianapolis

Building a Culture Focused on Growth & Impact – LivingHR

• More about LivingHR – livinghr.com

Lunch

• Prayer by Jim Morris, Habitat Greater Indianapolis

Scaling For Growth

• Jason Clement – Founder & CEO of Sports Facilities Companies & Former Board Chairman of Habitat for Humanity of Pinellas & West Pasco Counties

Message from Title Sponsor – Affiliate Mortgage Services

• Introduction by Nancy Robin, Habitat Broward

Afternoon Break

Introduction Open Forum Q&A

• Elevator Speech – About You – Expectations of time together
• 1 minute introduction by each affiliate

New Markets Tax Credits

• Nancy Ridenour, CPA – Habitat Pinellas & West Pasco Counties

End of Monday Sessions

Jolly Trolly pick-up on East Side of Hotel

Dinner, Fellowship, and Clearwater Beach Sunset – 3 Daughters Brewing Rooftop

Breakfast

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

Morning Devotion

• Lisa Lefkow, Habitat Collier

IT/Cyber Security Technology Update

• David Spire, Entech

Group Check in / Feedback / Questions

Morning Break

Habitat 2.0 & the Future Habitat

• More Details to Come

Lunch

• Prayer by Jennifer Thomason, Habitat Greater Palm Beach County

FASB / Financial Reporting / Single Audits

• Brian Carter, Mauldin & Jenkins CPA

Afternoon Break

Long Term Budgeting & Planning

• “Traction” Discussion / Video
• Budgeting > 1 year: Who is doing it and how
• Strategic Plans: Who has one / how is it working
• Other Longer term budgeting / planning tools

Wrap-Up; National Conference; Follow-up Questions / Tasks

End of Tuesday Sessions

Busses Depart for tour of Habitat Pinellas & West Pasco’s Tellor Estates Community – a former mobile home park transitioned into 70+ single family homes

Busses Depart for tour of Habitat Pinellas & West Pasco’s Tellor Estates Community – a former mobile home park transitioned into 70+ single family homes

Breakfast

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

Morning Devotion

• Danny Herron, Habitat Greater Nashville

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

• Jonathan Reckford – President & CEO, HFHI
• Bo Miller – Chair of US Council, HFHI
• Facilitated by Jason Barlow, Habitat Central Arizona

Morning Break/Hotel Check-Out

HFHI Updates & Q&A (Continued)

Symposium Wrap Up & 2025 Venue Announcement & Thoughts

• 2024 – No Symposium – Gathering at HFHI Conference, to be announced 2025 Host & Location: Jason Barlow (Arizona)
• 2023 Host & Location | Jason Barlow & Phoenix (Central AZ)

Closing Prayer & Box Lunch To Go

• Thank You & Prayer led by Mike Sutton