Institute for Experienced Chiefs of Staff: Improving Your Processes, Communications, and Relationships

Institute for Experienced Chiefs of Staff: Improving Your Processes, Communications, and Relationships

June 5 - 7, 2019 | New Orleans, LA

 

Register

Improve your processes and relationships to ensure success in the chief of staff role.

The role of chief of staff looks very different at each institution and requires a unique skill set for continued success. During this three-day workshop, we will look at how you can maintain a balance in your professional life while managing a varied and often unpredictable role. We have assembled one current and two former chiefs of staff to help you:

  • Manage and communicate your role to your constituents
  • Mitigate stress, maintain energy, and keep a positive attitude
  • Establish and maintain critical internal and external relationships
  • Handle crises with confidence

This program is designed for current chiefs of staff who have been in the role three or more years. If you are a current chief of staff and are looking to explore options for your future career path, we recommend also attending our post-conference workshop.

Pre-Conference Workshop: Ensuring Smooth Presidential Transitions

As a Chief of Staff, you will often be looked to for providing calm consistency during presidential transitions. The incoming President will likely look to you as he or she acclimates to a new environment, while your colleagues will rely on you to convey the new President’s priorities. Learn how you can best serve in your role during these times of change. In this workshop, you will hear from two current Chiefs of Staff who have served through several presidential transitions. Max will share his processes, strategies, and tips for helping organizations stay focused during these times of transition.

Post-Conference Workshop: Career Paths for Chiefs of Staff

This post-conference program will focus on paths you may take after you have served as Chief of Staff. Presented by Alex Whitaker, a college President who was formerly a Chief of Staff, and Josh Jacobs, Vice President of Advancement & Alumni Relations and former Chief of Staff, we will discuss transferable skills, options, and furthering your development for success.

Who Should Attend

This program is designed for those with a higher level of experience (3 or more years) in the position. Those who are new or emerging chiefs of staff who have been in the role for 3 years or less, as well as professionals aspiring to the chief of staff position, will benefit from our sister training: Fundamentals for Chiefs of Staff: Understanding Your Role and Ensuring Success from the Start.

If you have questions about which level is right for you, please reach out to our Senior Program Manager, Elizabeth Ross Hubbell.

Follow Through With Success Coaching

Have you ever gone to a training only to find that you came back with great ideas but don’t have the time, support, or skills needed to make the changes?

Academic Impressions has produced thousands of trainings and we have learned that utilizing a coach after attending a conference helps provide accountability and bridges the training with the on-the-ground work of getting the job done.

As a result, we are now offering success coaching on select conferences.

  • Purchase this training + 3 one hour follow up success coaching calls
  • Work with an assigned coach who has extensive experience in higher ed.
  • Get individualized support to help you follow through on what you’ve learned.
  • Workshop your plans, run your ideas by someone and get additional help/practice.

To learn more, contact Patricia Sandler at patricia@academicimpressions.com or purchase the Premium Pass with success coaching below.

Agenda

Your registration for the event includes full access to all conference sessions and materials, the networking reception on Wednesday, breakfast and lunch on Thursday, breakfast on Friday, as well as refreshments and snacks throughout the conference.

Pre-conference attendees will be provided breakfast and lunch on Wednesday.

Post-conference attendees will receive lunch on Friday.

Day 1 | June 5, 2019

Pre-conference Workshop: 8:30 a.m. to 1:00 p.m.

Main Conference: 1:00 to 5:30 p.m.

 

Pre-Conference Workshop: Ensuring Smooth Presidential Transitions

As a Chief of Staff, you will often be looked to for providing calm consistency during presidential transitions. The incoming President will likely look to you as he or she acclimates to a new environment while your colleagues will rely on you to convey the new President’s priorities. Learn how you can best serve in your role during these times of change. You will hear from two current Chiefs of Staff who have served through several presidential transitions. Max will share his processes, strategies, and tips for helping organizations stay focused during these times of transition.

 


 

Main Conference Registration
 


 

Welcome and Introductions

In this opening activity, you will meet your facilitators and engage in an activity to define your current challenges and what you most hope to get out of this conference.

 


 

Articulating Your Role on Campus

One of the most frustrating challenges for Chiefs of Staff is helping constituents better understand his or her role. By helping others on campus to know the role you play as you work with the President, you can help to manage expectations, delineate your voice vs. when you are speaking for the President, and help others know when they can come to you with questions or concerns.

 


 

Strategies to Meet Your President’s Goals

As the Chief of Staff, you are often faced with implementing changes and initiatives set by the President, Board, and Executive Cabinet. This role can be challenging as those around you express concerns and questions regarding changes. By utilizing key negotiation and communication strategies, you can help implement these initiatives while also hearing and addressing concerns of staff and faculty.

 


 

Working Session/Day 1 Close

In this final session, you will have an opportunity to discuss what you have learned in Day 1, strategies you plan to adapt or adopt, and share with colleagues for feedback.

 


 

Networking Reception

 


 

Day 2 | June 6, 2019

8:30 a.m. to 4:30 p.m.

 

Five Paths to Leadership: Understanding How You Manage Stressful Situations

One of the keys to success is having an awareness of how you manage stress, being prepared for your strengths and challenges during stressful situations, and being aware of how your President and close co-workers manage stress. In this session, you will use the results from an assessment you will complete on-site to engage in a discussion on how you act when under stress and how to manage potential pitfalls.

 


 

Spotting Trends and Issues

One of your hardest, yet most critical, roles is to be an “ear to the ground” so that you are aware of emerging trends and issues on and outside of campus. By noticing trends, you can capitalize on them early and help your constituents to be proactive in preparing for emerging developments. By being able to spot potential issues, you can be a catalyst in mitigating a situation before it becomes a crisis. You will learn ways other Chiefs of Staff have successfully connected themselves across campus so that they have a hyper-awareness of happenings.

 


 

Challenging Situations: Managing Internal Conflicts and External Crises

In spite of your best efforts of mitigating issues, you will likely be faced with a conflict or crisis on campus during your tenure as Chief of Staff. Managing internal conflicts requires you to work with parties with different opinions while maintaining focus on initiatives set by the President. Crisis management requires key communication skills with both external and internal audiences and close collaboration with the President to ensure your messages are in sync. The lessons provided will help you prepare for these challenges and give you resources for when you need them.

 


 

Working Session/Break

In this session, you will have an opportunity to reflect on and discuss what you have learned and begin outlining action steps to take once you return to campus.

 


 

Breakout Session

In this session, you will have an opportunity to break into two groups, depending on your needs.

  • Option 1: Serving Someone Other than the President

Not all Chiefs of Staff serve a University President. We will give you strategies for working within your department while also connecting across campus.

  • Option 2: Working with your Board and Executive Cabinet

Gain strategies and tips for best working with your Board and Executive Cabinet. Setting clear expectations, leading productive meetings, and establishing clear communication guidelines will be discussed.

 


 

Day 2 Wrap Up

 


 

Day 3 | June 7, 2019

Main Conference: 8:30 a.m. to 12:00 p.m.

Post-conference Workshop: 12:00 to 4:00 p.m.

 

Presidential/Executive Panel

In this session, we have invited local Presidents and those at the executive level to join us for a panel discussion. You will have an opportunity to ask questions to gain insights on working with Presidents and others on the panel.

 


 

Panel Discussion: Handling the Workload

You will have a chance to hear from all speakers on their strategies for maintaining balance with their professional and personal lives while performing at their best on a daily basis.

 


 

Final Working Session

In this final working session, you will have an opportunity to set goals and actions for your return to campus.

 


 

Conference Wrap Up

 


 

Post-Conference Workshop: Career Paths for Chiefs of Staff

Many Chiefs of Staff wonder what career paths are open to them after they have served. In this post-conference event, you will have a chance to hear from a current President and current Vice President for Advancement & Alumni Relations who moved into their roles after serving as Chiefs of Staff. Alex and Josh will discuss their career paths and how they capitalized on their duties as Chief of Staff to succeed in their current roles. You will leave with action items to help you successfully make your transition from Chief of Staff to your next role, whether in the short-term or future plans.

June 5 - 7, 2019 | New Orleans, LA

Conference Hotel Information

Royal Sonesta New Orleans
300 Bourbon St
New Orleans, LA 70113
504.586.0300

Room Rate: $179, plus applicable tax.

Room Block Dates: nights of June 4, 5 and 6, 2019.

Rate Available Until: May 14, 2019.

Reserve Your Room: Call 504.586.0300 to make your reservations and indicate that you are with the Academic Impressions group to receive the group rate. Please book early - rooms are limited and subject to availability.

Speakers

Sept. 27, 2016 - Max Allen, chief of staff at Clemson University.
-- Maxwell Allen -- 
maallen@clemson.edu
JOB TITLE: Administrator
Office Of The President
(864) 656-3413

Max Allen

Vice President and Chief of Staff, Clemson University

Since his arrival at Clemson University in June 2015, Max Allen has helped strengthen the overall national reputation and awareness of the Clemson brand. He serves as the chief advisor to President Clements and is the primary liaison with the vice presidents and other direct reports to the president. Under his leadership, he has helped design and implement the Clemson Forward strategic plan, coordinated a strategic reorganization of the campus diversity efforts, served as the primary liaison with key community leaders and partners, served as a member of the university’s crisis decision team, and helped with the successful completion of the $1 billion “Will to Lead” capital campaign.

Read Max's full bio here.

Dr.JoshuaJacobs

Josh Jacobs

Vice President, Advancement & Alumni Relations, Central Methodist University

Jacobs serves as the Vice President for Advancement at Central Methodist University in Fayette, MO. He and his team focus on developing committed relationships and creating lasting opportunities that link the passions alumni and friends with the mission of Central. Jacobs has oversight of the annual fund, corporate and foundation relations, prospect research, major gifts, planned giving, comprehensive and capital campaigns, and alumni and constituent relations. Jacobs previously served as Chief of Staff to Murray State University President Randy J. Dunn. He was responsible for the daily operations of the institution and worked closely with campus constituency groups to advance the mission of the institution.

Read Josh's full bio here.

Alexander Whitaker

Alex Whitaker

President, King University

Alexander Whitaker became president of King University in August 2016, bringing with him strong academic and professional credentials, broad experience in higher education and law, and a long history of successful leadership in his professional, church, and civic endeavors. President Whitaker came to King from Berry College, where he was a senior officer of the college for nearly a decade. He was chief of staff and board secretary and in charge of Berry's public relations, religious life, historical assets, and governmental relations. Previously he oversaw Berry's major gift fundraising and planned giving. The Berry College board of trustees granted him emeritus status upon his departure for King.

Read Alex's full bio here.

KarentWhitney

Karen Whitney

President Emerita, Clarion University

Karen is a speaker for our June conference only.

Dr. Karen Whitney has held many leadership positions throughout her 37 year career in higher education and is a nationally recognized organizational and leadership development writer, speaker, and consultant. Whitney was president of Clarion University from 2010-2017. During this time, she lead the university through a period of great operational challenge and change including a transformational reorganization of colleges, departments and academic priorities.

Read Karen's full bio here.

Features

  • Main Conference Materials

  • Meals During the Conference

  • Networking Reception

  • Pre-Conference Workshop:
    Ensuring Smooth Presidential Transitions


  • Post-Conference Workshop:
    Career Paths for Chiefs of Staff


  • Three Success Coaching Sessions


Conference Pass


  • -



  • -


  • -

  • $1,495

    through May 17 $1,595


Conference Plus Pass





  • -

  • $1,895

    through May 17 $1,995


Premium Pass





  • $2,695

    through May 17 $2,795


Conference Pass

  • Main Conference Materials

  • Meals During the Conference

  • Networking Reception

  • .


  • .


  • .

  • $1,495

    through May 17 $1,595


Conference Plus Pass

  • Main Conference Materials

  • Meals During the Conference

  • Networking Reception

  • Pre-Conference Workshop:
    Ensuring Smooth Presidential Transitions

  • Post-Conference Workshop:
    Career Paths for Chiefs of Staff

  • .

  • $1,895

    through May 17 $1,995


Premium Pass

  • Main Conference Materials

  • Meals During the Conference

  • Networking Reception

  • Pre-Conference Workshop:
    Ensuring Smooth Presidential Transitions

  • Post-Conference Workshop:
    Career Paths for Chiefs of Staff

  • Three Success Coaching Sessions

  • $2,695

    through May 17 $2,795


Questions About the Event?

Elizabeth Hubbell, Academic Impressions

Elizabeth Hubbell
Senior Program Manager, Academic Impressions

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