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CHSA Manager & Director Institute
Theme: Managing through Tough Times
San Diego, CA
July 27 & 28, 2011
Opening Keynote Speaker

Yvonne Randle, Ph.D.
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Yvonne Randle, who joined Management Systems in 1983, has served as a consultant to companies of all sizes – from entrepreneurships to members of the Fortune 500. She also has extensive experience working with non-profit organizations. Her expertise includes facilitating strategic planning, helping companies manage their corporate cultures, and assisting organizations in developing effective organizational structures and performance management systems. She is also a skilled management development trainer and has served as a lecturer at the Anderson School at UCLA.
Dr. Randle is the co-author of Growing Pains (4th Edition), The Inner Game of Management, Changing the Game: Managing Organizational Transformations of the First, Second, and Third Kinds, Leading Strategic Change, and Corporate Culture: The Ultimate Strategic Asset. |
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Manager & Director Institute - Preliminary Agenda
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Wednesday, July 27
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8:00 am
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Registration and Continental Breakfast
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8:00-6:00 pm
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Exhibitors & Corporate Sponsors
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9:00-10:30 am
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Welcome: Rudolph A. Johnson, III President and CEO, Neighborhood House Association
Keynote Speaker: Yvonne Randle, Vice President, Management Systems
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10:45-4:30 pm
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Seminar Strands
- Fiscal Management
- School Readiness and Current Issues for the Head Start Classroom
- Monitoring, Compliance and Grant Management
- Building Sustainably Successful Organizations
- New Manager and Director HS/EHS 101
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| Afternoon |
Lunch (lunch will be on your own; presenters will choose the time of your lunch break)
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4:306:00 pm
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Networking Reception
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Thursday, July 28
(BREAKFAST ON YOUR OWN)
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9:15-11:45 am
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Training Seminars continued (see above)
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12:002:30 pm
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Closing Session: Membership Meeting & Update Lunch: Lunch – Sponsored by Acelero Learning
Keynote:Jason Kotecki, Co-Founder, Curing Adultitis™ |
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Closing Keynote Speaker

Jason Kotecki
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Jason Kotecki, known as "The Champion of Childhood," is an engaging speaker, entertaining author, and creator of the internationally known comic strip, Kim & Jason. He is an expert at helping individuals and organizations "Escape Adulthood," becoming more productive by turning stress into laughter and having more fun every day.
His book Escape Adulthood: 8 Secrets From Childhood for the Stressed-Out Grown-Up, outlines simple ways for adults of all ages to reconnect with the qualities that come naturally to children in order to reduce stress and live more fun and fulfilling lives. Jason is passionate about sharing his message that there is more to life than the hectic busyness, cynical melancholy and overwhelming stress that is typical of most modern lives.
Before it was an idea, Kim & Jason started out as a simple love story. Jason first drew his lovable characters for his girlfriend Kim sometime before the turn of the century. The couple shared a kindred childlike spirit, and Jason used the drawings, which represented the couple as children, on many homemade (aka cheap) gifts designed to win her heart. Luckily for him, this downright sappy ploy helped him to not only win her heart, but also her hand in marriage. The characters took on lives of their own and in 2000, the real Kim and Jason decided to build a company to share the comic strip and its inspiring message.
Get a sneak peak by visiting his website: www.KimandJason.com |
Two-Day Seminar Strands
Fiscal Management
Whether you are new to Head Start Fiscal Management or a seasoned veteran, there is always opportunity to learn new information, to be reminded of rules and regulations you don't deal with everyday but are still important to your work, and to be encouraged that you really are doing your work the right way. This year's Fiscal Track features a potpourri of fiscal topics, including cost allocation, non-federal share, allowable costs, post-award changes, fiscal issues for the governing body, internal controls, and a special alternate session on important issues for facilities.
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| Trainer: David L. Foreman, Office of Head Start's National Center on Program Management and Fiscal Operations |
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Mr. Foreman is a Certified Public Accountant with over twenty years of experience in non-profit financial management, and served as the fiscal director for a Head Start grantee in northern California. Prior to joining the National Center on Program Management and Fiscal Operations, Mr. Foreman was a Fellow at the Office of Head Start in Washington, D.C.
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Trainer: Perry Davis, Office of Head Start's National Center on Program Management and Fiscal Operations |
Mr. Davis specializes in the areas of Fiscal, Program Design & Management and Eligibility Recruitment Selection Enrollment and Attendance. In addition, he's conducted workshops at the National, Regional and State Head Start Association as well state and local Community Action Agency Association meetings. Also, he's worked as program manager at one of the largest Head Start program's in the country.
He has a BS degree in Management and Master in Business Administration with emphasis in Finance from Jackson State University, Jackson, Mississippi.
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School Readiness and Current Issues for the Head Start Classroom
Training areas will include: No matter where you are on the road to having a plan for school readiness, this session will provide information and resources to help support the journey. Topics will include:
- School Readiness – definition, components, goals
- Alignment – California State Standards, Early Learning Foundations, Curriculum & Classroom Practices
- Ongoing Assessment – Roles of Curriculum, Assessment, & Learning
- Using Data – Improve teaching/learning, ensure program quality
- Having a plan – Determine goals, Outline plan, Develop next steps
Trainers: Head Start Training & Technical Assistance Network
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Trainers Bios:
- Rebecca Votaw, MA, has worked in the field of early childhood education, early intervention and infant mental health for 20 years; providing training and technical assistance to Early Head Start and Head Start programs, and worked as a Disabilities Coordinator for an EHS/HS program in the Bay Area. Rebecca spearheaded the CA Inclusion Collaborative in the fall of 2007. The Inclusion Collaborative continues to enhance working relationships between Head Start programs and their LEA partners and Early Head Start programs and their Regional Centers in the development toward ongoing partnerships and collaboration to better meet the mandates for successful inclusionary practices.
- Kai Kaiser provides training and coaching to early care and education professionals to support California's statewide implementation of the CSEFEL pyramid model for teaching children with challenging behaviors and other special needs. She serves as a Technical Assistance Specialist in WestEd's Center for Child & Family Studies. Additionally, Kaiser is a certified PITC trainer and has served as a special education teacher, college instructor, early intervention director, and training/technical assistance provider for Early Head Start and Head Start programs.
- Judy Brummel has worked in the field of early childhood education for more than 20 years providing consulting services to Head Start/Early Head Start programs as well as Zero to Three National Center. She has been a Director and Program Manager of Head Start/Early Head Start programs and a Grantee TA Specialist. Judy has a BA in Child and Family Studies and is a graduation of the Head Start - J & J Management Fellows Program.
- Lora Hunter has a Master of Education degree in Elementary and Early Childhood Education and a Master of Art degree in Educational Leadership & Policy Studies. She has worn many hats during her time in Head Start at both the program and National levels including working with the National Head Start Family Literacy Center.
- Therese Snyder has extensive experience working to support comprehensive approaches and practices that support meaningful family engagement and enhance learning and development with children. She is a former Head Start special education teacher, elementary teacher, and educational specialist. Therese has a Master's Degree in Early Childhood Special Education and a Master's Degree in Leadership and Policy Studies.
- Marcie Bugera has extensive experience with the ongoing cycle of child assessment and planning for continuous improvement. She is a former Head Start teacher, site supervisor, and education/disabilities manager. Marcie has Master's Degree in Early Childhood Education and has completed Training of Trainers for CLASS Reliability and Understanding the CLASS Framework
- Rob Colombini has been working in Head Start since 1993 and has held a variety of positions including teacher, Education Coordinator, Manager, Transition Manager, and Director. He has worked as a Training and Technical Assistance Provider in both Regions X (Alaska, Idaho, Oregon and Washington) and IX (Arizona, Nevada, California, Hawaii and the Outer Pacific). Rob has a BA in Early Childhood Education.
- Lori Vivas has worked in the field of early childhood development for 20 years including Early Head Start and Head Start as a parent, Teacher Assistant, Teacher, Site Supervisor, Education Specialist, Education Manager, Program Administrator, and as Federal Reviewer of Early Head Start and Head Start programs. She is a graduate from Cal State University of Bakersfield with a BA in Child Development, and at this time, is pursuing a Master Degree in Public Policy Administration.
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Issues with Monitoring and Compliance
This strand is composed of two separate, complementary trainings -- an invaluable strand for new programs and anyone anticipating a federal review.
Day 1 Critical Issues Impacting Quality Services in HS Programs: A Dialogue with OHS – Region 9 Staff Office of Head Start Region IX Office-- Federal staff will provide an overview of current Head Start/Early Head Start issues and share national and regional data on the most prevalent monitoring findings. This is an opportunity to engage in conversation with the Region 9 OHS staff in a group setting as well as obtain critical direction and guidance on emerging issues in Head Start/Early Head Start programs.
Day 2 Head Start Directors Panel for Ongoing Monitoring Systems: A panel of program directors and compliance managers will discuss the evolution of their monitoring systems and how their systems kept them in compliance and successfully prepared them for their Federal reviews. Critical elements of monitoring systems will be reviewed and electronic tracking of monitoring data will be shared.
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| Day 1 Facilitator: Jan Len |
Jan Len is the Region 9 Program Manager Department of Health and Human Services Administration for Children and Families. |
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| Day 2 Facilitator: Jerry Gomez |
Jerry Gomez is a management consultant and former Associate Director for Head Start in the Administration for Children and Families. Jerry has over 34 years experience in Head Start administration and technical assistance.
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Building Sustainably Successful Organizations
Based on a combination of research and practical experience, Dr. Yvonne Randle will help participants understand and develop strategies for effectively managing organizational "growing pains" and organizational transitions. She will provide participants with a "proven" framework for building successful organizations over the long-term and with practical tools for using this framework to improve their organization's effectiveness.
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| Trainer: Yvonne Randle, Ph.D., Executive Vice President Management Systems Consulting Corporation |
Dr. Randle's expertise includes facilitating strategic planning, helping companies manage their corporate cultures, and assisting organizations in developing effective organizational structures and performance management systems. She is also a skilled management development trainer and has served as a lecturer at the Anderson School at UCLA.
Dr. Randle has been a faculty member of the Johnson & Johnson/UCLA Head Start Fellows program at UCLA since its inception in 1991.
Dr. Randle is the co-author of The Inner Game of Management, Changing the Game: Managing Organizational Transformations of the First, Second, and Third Kinds, Growing Pains (4th Edition), and Leading Strategic Change. Her most recent book (co-authored) is Corporate Culture: The Ultimate Strategic Asset.
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New Manager and Director HS/EHS 101
New Directors and Managers will learn how strong Head Start management systems support the delivery of high quality services. Through interactive discussions and activities participants will gain hands-on knowledge of how these critical systems relate to and support their day-to-day work. Participants will receive information, tools, and resources to assist them in meeting Head Start regulations and implementing comprehensive, integrated service delivery for Head Start and Early Head Start programs.
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| Trainers: |
Cindy Torrence is currently a Management Specialist for the National Center on Program Management and Fiscal Operations. She has over 20 years of experience as a Early Childhood Educator, Administrator and consultant. She has worked with new Head Start grantees as they begin to build their systems and with established programs to enhance their organizations; she has also provided intensive support to Grantees who are working to come into compliance with federal and state regulations. She has been a Director, Manager, and Teacher in Head Start programs. She holds as a Masters Degree in Organizational Management.
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Rita Schwarz is currently an Associate Director for the National Center on Program Management and Fiscal Operations. She has a 40 year history of working with Head Start at both the regional and national levels as Federal staff and as a member of the Head Start TA Network. Previously she directed the EHS Start-Up Planner Project at Zero to Three. She also worked for the TA Network in Region IX as Director of the AZ State-Based Office and as a local grantee training specialist in AZ and CA. Prior to that, she worked at the Head Start Bureau in the Program Management and Operations Branch on Head Start policy issues and was a Head Start program specialist and a supervisor in the Philadelphia Regional Office. Her areas of expertise in Head Start are program and organizational management and she has broad knowledge of Head Start requirements and practice in all content areas. She has a BA in Sociology and a Masters in Public Administration with a focus on management.
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| Gail Elleby is currently a Management Specialist for the National Center on Program Management and Fiscal Operations. She holds a Master's Degree in Public Administration and Sports Administration. Her work experience includes non-profit board development and training, collaboration training, strategic planning, ERSEA, volunteer program development, recruitment and training, program evaluation, program monitoring, non-profit agency relations, and corporate philanthropy. She has also served on various workgroups with the Head Start Bureau. Gail has provided technical assistance and training to the Head Start community since 1998 and has consulted with other clients including United Way, State of California, Bay Area Urban League, Marin Community Foundation, City of East Palo Alto, San Francisco Unified School District Even Start Family Literacy, and a variety of community agencies and corporations. Gail's recent work has focused on family literacy, orientation for new directors, conflict resolution, and systems approaches to program management. |
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| 1107 9th Street, Suite 810, Sacramento, CA 95814, (916) 444-7760, Fax (916) 444-2257 |
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© 2011 California Head Start Association
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