September 15 – Leadership Retreat

Who should attend? CEOs, experienced staff, director level staff (please note this event is offered exclusively for association professionals )

Date: Friday, September 15, 2017

Time: 9 a.m.–4 p.m. Full Schedule

Location: Shepard Exposition Services, 6101 W. 80th Street, Indianapolis, IN 46278 Map

Cost: $125 members/$175 non-members Register Now

Domain: TBD

CAE Hours: 6

We all have the ability to be strategic leaders. This two-part, one-day retreat will help you break through the minutiae of daily tasks and embrace strategic thinking for your organization.

In the morning session, you’ll learn how to connect the day-to-day with your organization’s vision, and how to harness your own leadership strengths to provide strategic influence from all levels (CEO, VP, Director). We’ll discuss strategic thinking and how it can relate to all aspects of the association. As a bonus, all participants will have an opportunity to participate in a personal StrengthsFinder assessment.

For CEOs, in the afternoon you’ll discuss how to provide engaging and meaningful work for your staff. We’ll talk about empowering your staff, breaking down silos for better collaboration and overcoming the challenge of lack of advancement opportunities to keep your staff happy.

For non-CEOs, in the afternoon you’ll participate in small group facilitated discussions on topics geared toward honing your leadership skills to maximize your career potential no matter what your professional goals may be. You’ll leave with valuable insight on a variety of leadership topics and professional connections with your other small-group members.

Attend this one-day retreat to connect with and learn from other Indiana association leaders.


Facilitator/Speaker: Gary Bolinger, CAE, President & CEO of the Indiana CPA Society

Gary Bolinger, CAE began his career with the Indiana CPA Society in 1984. His responsibilities initially included chapter management, relations with educators, the Educational Foundation and legislative relations. He was named executive director in April 1990. Accounting Today named Bolinger one of the “Top 100 Most Influential” people in the accounting profession in 2015 and 2016. In October of 2014, Bolinger received the Sagamore of the Wabash, one of the highest distinctions an Indiana governor can present. In 2001, Bolinger was named Association Executive of the year by the Indiana Society of Association Executives.


Speaker: Jay T. Dziwlik, MBA, CAE, Assistant Executive Director of the Indiana Dental Association

Jay Dziwlik, CAE has more than 20 years of experience in not for profit association business. He is a nationally recognized Certified Association Executive (CAE), earned his MBA in 1997, and was awarded the Indiana Association Staff Professional of the Year by the Indiana Society of Association Executives in 2005. Jay is most proud of his darling wife, Martha and being married happily for 26 years. He delights in his three children, Samuel (19), Mary (17), and Thomas (16).  Jay is usually reading multiple books at the same time.  He works out on a C2 indoor rower and is attempting to row virtually around the world.  He just passed 13 million meters, over a 1/4th of the way.  Jay teaches business classes with Indiana Wesleyan University, leads and teaches at Traders Point Christian Church and volunteers with the Boy Scouts at Troop 202 in Carmel, IN.


Speaker: Ellen Shertzer, Educational Consultant

Ellen Shertzer is an educator who is finishing her master’s degree in school counseling at Butler University. Shertzer has completed a graduate degree in higher education administration from Iowa State University and has worked within the field for the last nineteen years. Most recently, serving as the director of leadership development for six years at Delta Tau Delta Fraternity. She is passionate about StrengthsFinder and how this tool can help individuals and teams advance and achieve common goals. Ellen has lead retreat for hundreds of college students utilizing Strengths and has recently started working with United Way of Central Indiana and the National Panhellenic Conference to include Strengths in their volunteer development programs. Her five themes include empathy, maximizer, belief, responsibility, and developer. Ellen and her husband, John Shertzer, live in Zionsville with their children, Jack, Luke and Ben.



8:30-9 a.m. Registration/Networking

9-11:30 a.m General Session (including application of your own personal StrengthsFinder results)

11:30 a.m. -12:30 p.m. Lunch

12:30-3 p.m. Small Group Sessions

  • CEO Roundtable facilitated by Gary Bolinger, CAE, Indiana CPA Society
  • Advance Your Career and Forge Your Personal Path, Sandi Ballard, Growing Forward
  • Value of Professional Certifications & Grad School & How to Find the Time and Money, Amanda Cecil, PhD, CMP, IUPUI School of Physical Education & Tourism Management
  • Your Personal Brand, Neal Taflinger, Borshoff
  • Delta Your Life: Three Steps to Making Change, Robert Riggs, CAE, Phi Kappa Theta Fraternity

3:15-4 p.m. Discussion recap


Special Thanks to Our Premier Event Partner

As a CAE Approved Provider educational program related to the CAE exam content outline, this program may be applied for 6 credits toward your CAE application or renewal professional development requirements.

Note: This program is not endorsed, accredited, or affiliated with ASAE or the CAE program. Applicants may use any program that meets eligibility requirements in the specific time frame towards the exam application or renewal. There are no specific individual courses required as part of the applications – selection of eligible education is up to the applicant based on his/her needs.

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