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Thursday, June 21
 

11:00am CDT

Managing Liquidity
Limited Capacity seats available

Starting in 2019, new FASB regulations will require a restructuring of financial statements that will document an organization's liquidity. Hear from an audit expert about the future of these changes and learn how colleagues are working to anticipate the adjustments and improve their cash positions.

Speakers
avatar for Elizabeth Knysak, CPA

Elizabeth Knysak, CPA

Managing Director, BKD
avatar for Jeremiah  Marks

Jeremiah Marks

Chief Financial Officer, Opera Philadelphia
Jeremiah Marks has been with Opera Philadelphia as Chief Financial Officer since 2015. A veteran in the nonprofit industry, Jeremiah is a frequent speaker at the OPERA America Leadership intensive and at performing arts conferences across the country. Prior to Opera Philadelphia... Read More →
avatar for Marc A. Scorca

Marc A. Scorca

President/CEO, OPERA AMERICA
Marc A. Scorca joined OPERA America in 1990 as president and CEO. Under his leadership, the OPERA America membership has grown from 120 opera companies to nearly 2,500 organizations and individuals. The organization has also administered two landmark funding initiatives in support... Read More →

Sponsors
avatar for Genovese Vanderhoof & Associates

Genovese Vanderhoof & Associates

Sponsor: Trustee Network
Margaret Genovese and Dory Vanderhoof are management consultants in the arts with an unparalleled record of success in assisting their clients in executive search, effective organizational planning, capital campaign, successful facility development and dramatic improvement to contributed... Read More →
avatar for Schuler Shook

Schuler Shook

Sponsor: General Director sessions, Schuler Shook Theatre Planners | Lighting Designers
Schuler Shook is an internationally recognized theatre planning and consulting firm with extensive experience in opera facility planning.  Our clients include Lyric Opera of Chicago, Sydney Opera House, Santa Fe Opera, Sarasota Opera, Cincinnati Opera, Seattle Opera, Portland Opera... Read More →


Thursday June 21, 2018 11:00am - 12:15pm CDT
Sterling 5, 2nd Floor, Hyatt Regency 315 Chestnut Street, St. Louis, MO 63102

2:00pm CDT

Roundtable: Trustees
Limited Capacity filling up

These network-specific sessions are the place for open, frank dialogue that addresses the issues facing particular disciplines within the field of opera.

Moderators
avatar for Evan Hazell

Evan Hazell

Trustee, Pacific Opera Victoria

Speakers
RO

Ruth Orth

Trustee, Pensacola Opera

Sponsors
avatar for Genovese Vanderhoof & Associates

Genovese Vanderhoof & Associates

Sponsor: Trustee Network
Margaret Genovese and Dory Vanderhoof are management consultants in the arts with an unparalleled record of success in assisting their clients in executive search, effective organizational planning, capital campaign, successful facility development and dramatic improvement to contributed... Read More →


Thursday June 21, 2018 2:00pm - 3:15pm CDT
Sterling 2, 2nd Floor, Hyatt Regency 315 Chestnut Street, St. Louis, MO 63102
  Roundtable, Org Members

3:30pm CDT

Four Essential Balances
Opera Boards are practiced at reviewing financial statements. Surpluses and deficits, however, rarely result from accounting practices.  Other company dynamics drive financial performance, but are rarely discussed. Explore the other essential balances associated with a company's overall health and discuss strategies for developing metrics to assess them.

Speakers
avatar for Marc A. Scorca

Marc A. Scorca

President/CEO, OPERA AMERICA
Marc A. Scorca joined OPERA America in 1990 as president and CEO. Under his leadership, the OPERA America membership has grown from 120 opera companies to nearly 2,500 organizations and individuals. The organization has also administered two landmark funding initiatives in support... Read More →

Sponsors
avatar for Genovese Vanderhoof & Associates

Genovese Vanderhoof & Associates

Sponsor: Trustee Network
Margaret Genovese and Dory Vanderhoof are management consultants in the arts with an unparalleled record of success in assisting their clients in executive search, effective organizational planning, capital campaign, successful facility development and dramatic improvement to contributed... Read More →
avatar for Schuler Shook

Schuler Shook

Sponsor: General Director sessions, Schuler Shook Theatre Planners | Lighting Designers
Schuler Shook is an internationally recognized theatre planning and consulting firm with extensive experience in opera facility planning.  Our clients include Lyric Opera of Chicago, Sydney Opera House, Santa Fe Opera, Sarasota Opera, Cincinnati Opera, Seattle Opera, Portland Opera... Read More →


Thursday June 21, 2018 3:30pm - 5:00pm CDT
Regency Ballroom B, 2nd Floor, Hyatt Regency 315 Chestnut Street, St. Louis, MO 63102
 
Friday, June 22
 

9:00am CDT

How to Talk Shop
Limited Capacity seats available

Production staff often do not have the vocabulary or experience to engage trustees in meaningful discussion about the production process and interrelated financial, technical and artistic issues. This session will feature insight from production personnel and board members who have been successful in connecting the work that is central to their mission to trustees and the governance process.

Moderators
avatar for Katie Preissner

Katie Preissner

Director of Production, Opera Colorado
Katie Preissner is the Director of Production for Opera Colorado in Denver. Originally from the Washington, DC area, Katie spent much of her youth involved in musical pursuits, including county and all-state choirs, piano lessons, and voice lessons before enrolling in The Catholic... Read More →

Speakers
avatar for Marsha LeBoeuf

Marsha LeBoeuf

Costume Director, Washington National Opera
Marsha M. LeBoeuf has over 35 years of experience in costume design and management, and has been the costume director for Washington National Opera since 1988. In addition to her work at WNO, Marsha is a lecturer at University of Maryland Opera Studio, and has been a has been a guest... Read More →
avatar for Karen Quisenberry

Karen Quisenberry

Production Director, Minnesota Opera
Karen Quisenberry joined Minnesota Opera as Production Director in August 2013. Since her arrival she has had the privilege of working on a number of world premiers including The Manchurian Candidate, The Shining, and Dinner at Eight, while helping to develop creative design teams... Read More →
JT

John Toia

Director of Production, Opera Philadelphia

Sponsors
avatar for Genovese Vanderhoof & Associates

Genovese Vanderhoof & Associates

Sponsor: Trustee Network
Margaret Genovese and Dory Vanderhoof are management consultants in the arts with an unparalleled record of success in assisting their clients in executive search, effective organizational planning, capital campaign, successful facility development and dramatic improvement to contributed... Read More →
avatar for LiveNote

LiveNote

Technical/Production Network and Under 35 Mixer Sponsor, InstantEncore
LiveNote® - The Philadelphia Orchestra and InstantEncore have combined forces to introduce LiveNote® - an interactive performance guide for your mobile app. With LiveNote, your audience can view translations, program notes, and images smoothly in real time via any internet conn... Read More →
avatar for Schuler Shook

Schuler Shook

Sponsor: General Director sessions, Schuler Shook Theatre Planners | Lighting Designers
Schuler Shook is an internationally recognized theatre planning and consulting firm with extensive experience in opera facility planning.  Our clients include Lyric Opera of Chicago, Sydney Opera House, Santa Fe Opera, Sarasota Opera, Cincinnati Opera, Seattle Opera, Portland Opera... Read More →


Friday June 22, 2018 9:00am - 10:15am CDT
Regency Ballroom E, 2nd Floor, Hyatt Regency 315 Chestnut Street, St, Louis, MO 63012
  Open Session

9:00am CDT

Implication of Tax Code Revisions
With the passage of time, a clearer understanding of the new IRS tax rules governing deductions, caps and other provisions is emerging. In this session, we will learn about the potential impact of US tax reform on donors and their giving as well as on working arts professionals and the expenses they incur in the course of their work.

Speakers
avatar for Susan W. Jones, J.D, CFP

Susan W. Jones, J.D, CFP

Partner, BKD
Susan is the St. Louis leader for BKD’s Private Client Services (PCS) tax team and a leader of BKD Family Office (BKDFO).  Susan provides sophisticated income, gift and estate tax compliance, consulting and planning services to individuals, families, fiduciaries, private foundations... Read More →
avatar for Jeremiah  Marks

Jeremiah Marks

Chief Financial Officer, Opera Philadelphia
Jeremiah Marks has been with Opera Philadelphia as Chief Financial Officer since 2015. A veteran in the nonprofit industry, Jeremiah is a frequent speaker at the OPERA America Leadership intensive and at performing arts conferences across the country. Prior to Opera Philadelphia... Read More →
avatar for Marc A. Scorca

Marc A. Scorca

President/CEO, OPERA AMERICA
Marc A. Scorca joined OPERA America in 1990 as president and CEO. Under his leadership, the OPERA America membership has grown from 120 opera companies to nearly 2,500 organizations and individuals. The organization has also administered two landmark funding initiatives in support... Read More →

Sponsors
avatar for Genovese Vanderhoof & Associates

Genovese Vanderhoof & Associates

Sponsor: Trustee Network
Margaret Genovese and Dory Vanderhoof are management consultants in the arts with an unparalleled record of success in assisting their clients in executive search, effective organizational planning, capital campaign, successful facility development and dramatic improvement to contributed... Read More →
avatar for Schuler Shook

Schuler Shook

Sponsor: General Director sessions, Schuler Shook Theatre Planners | Lighting Designers
Schuler Shook is an internationally recognized theatre planning and consulting firm with extensive experience in opera facility planning.  Our clients include Lyric Opera of Chicago, Sydney Opera House, Santa Fe Opera, Sarasota Opera, Cincinnati Opera, Seattle Opera, Portland Opera... Read More →


Friday June 22, 2018 9:00am - 10:15am CDT
Regency Ballroom F, 2nd Floor, Hyatt Regency 315 Chestnut St., St. Louis, MO 63102
  Open Session

3:30pm CDT

Moving Toward an Equitable Organizational Culture
Limited Capacity filling up

Opera’s homogeneity is increasingly out of place in a country that is ever-more diverse.  Motivated by increased self-awareness, external expectations and the potential for increased artistic richness and relevance, companies are striving to improve equity in hiring, programming, casting and community engagement.  To be successful, new practices must be rooted in changed organizational cultures.  Learn from leaders who have succeeded in guiding organizational cultures to achieve greater equity.

Speakers
avatar for Kira Hudson Banks

Kira Hudson Banks

Associate Professor of Psychology, Saint Louis University
Dr. Kira Hudson Banks is an Associate Professor of Psychology at Saint Louis University and focuses on race, racial identity and intergroup relations. She has worked in the field to improve intergroup relations since 1998 through research, community outreach, and school-based interventions... Read More →
avatar for Roberto Bedoya

Roberto Bedoya

Cultural Affairs Manager (and Minister of Belonging on USDAC Cabinet), City of Oakland
Roberto Bedoya is Cultural Affairs Manager for the City of Oakland, CA, overseeing the Cultural Affairs Unit, housed in the City's Department of Economic and Workforce Development. He previously served as executive director of the Tucson Pima Arts Council, overseeing grant making... Read More →
avatar for Julie Grady Heard

Julie Grady Heard

Director of Diversity, Equity and Inlcusion, Cincinnati Opera
I am passionate about embracing Diversity, Equity and Inclusion's implementation and sustained presence in our Mission, Vision and every step of our strategic priorities.
avatar for Andrew Jorgensen

Andrew Jorgensen

Director of Artistic Planning and Operations / General Director Designate, Washington National Opera / Opera Theatre of Saint Louis
Andrew Jorgensen will become the fourth General Director of Opera Theatre of Saint Louis on July , 2018. He is currently the Director of Artistic Planning and Operations at Washington National Opera at the Kennedy Center (WNO), where this season he has also been acting as Interim... Read More →
avatar for Melanie Powell-Robinson

Melanie Powell-Robinson

Executive Director, Diversity Awareness Partnership
Melanie Powell-Robinson is the Executive Director of Diversity Awareness Partnership. She serves the St. Louis region through her dedication to community service and advocacy for inclusion and equity both professionally and socially.Melanie’s dedication to community advocacy began... Read More →

Sponsors
avatar for Fisher Dachs Associates

Fisher Dachs Associates

Sponsor: Equity Theme, Fisher Dachs Associates
Fisher Dachs Associates is dedicated to creating performing arts spaces that work brilliantly for all constituents; the artists, the audience, management and staff. Our expertise is in planning and designing intimate, dynamic, technically superb and highly functional theatres, opera... Read More →
avatar for Genovese Vanderhoof & Associates

Genovese Vanderhoof & Associates

Sponsor: Trustee Network
Margaret Genovese and Dory Vanderhoof are management consultants in the arts with an unparalleled record of success in assisting their clients in executive search, effective organizational planning, capital campaign, successful facility development and dramatic improvement to contributed... Read More →
avatar for LiveNote

LiveNote

Technical/Production Network and Under 35 Mixer Sponsor, InstantEncore
LiveNote® - The Philadelphia Orchestra and InstantEncore have combined forces to introduce LiveNote® - an interactive performance guide for your mobile app. With LiveNote, your audience can view translations, program notes, and images smoothly in real time via any internet conn... Read More →
avatar for Schuler Shook

Schuler Shook

Sponsor: General Director sessions, Schuler Shook Theatre Planners | Lighting Designers
Schuler Shook is an internationally recognized theatre planning and consulting firm with extensive experience in opera facility planning.  Our clients include Lyric Opera of Chicago, Sydney Opera House, Santa Fe Opera, Sarasota Opera, Cincinnati Opera, Seattle Opera, Portland Opera... Read More →


Friday June 22, 2018 3:30pm - 5:00pm CDT
Regency Ballroom B, 2nd Floor, Hyatt Regency 315 Chestnut Street, St. Louis, MO 63102
  Open Session

3:30pm CDT

Trustee Roundtable: General Director Evaluations
Limited Capacity full
Adding this to your schedule will put you on the waitlist.

Reviews are not limited to what occurs on stage. Thoughtful evaluation should be an organizational priority. A panel of consultants and company leaders will share their expertise in defining performance expectations, establishing measurable outcomes and communicating with the general director.

Moderators
avatar for Marc A. Scorca

Marc A. Scorca

President/CEO, OPERA AMERICA
Marc A. Scorca joined OPERA America in 1990 as president and CEO. Under his leadership, the OPERA America membership has grown from 120 opera companies to nearly 2,500 organizations and individuals. The organization has also administered two landmark funding initiatives in support... Read More →

Speakers
avatar for Evan Hazell

Evan Hazell

Trustee, Pacific Opera Victoria
avatar for Gina Hoagland

Gina Hoagland

Chairman & Principal, Collaborative Strategies, Inc.
Gina Hoagland has led strategic planning engagements for more than 500 companies and not-for-profit agencies in her tenure with CSI. She brings a results-oriented pragmatism to planning, coaching and execution. Her abiding commitment to partnering with clients has helped them elevate... Read More →
avatar for James Wright

James Wright

Field Consultant, For-Profit Organization
After leading Vancouver Opera for 17 years James Wright retired from the company in June 2016.He currently sits on the Nature Conservancy of Canada BC board of directors and The TELUS Vancouver Community Board; he has just completed a two-year term on the Vancity Community Foundation... Read More →

Sponsors
avatar for Genovese Vanderhoof & Associates

Genovese Vanderhoof & Associates

Sponsor: Trustee Network
Margaret Genovese and Dory Vanderhoof are management consultants in the arts with an unparalleled record of success in assisting their clients in executive search, effective organizational planning, capital campaign, successful facility development and dramatic improvement to contributed... Read More →


Friday June 22, 2018 3:30pm - 5:00pm CDT
Sterling 6, 2nd Floor, Hyatt Regency 315 Chestnut Street, St. Louis, MO 63102
  Roundtable, Org Members
 
Saturday, June 23
 

11:00am CDT

Don't Start, Stop!
Discussion about improving diversity inevitably begins with ideas for new efforts, but many established company practices reinforce barriers that inhibit progress and counteract new initiatives. In this session, participants will be invited to reflect on the actions and activities that should be stopped in order to make newcomers feel more welcome.

Speakers
avatar for Marc A. Scorca

Marc A. Scorca

President/CEO, OPERA AMERICA
Marc A. Scorca joined OPERA America in 1990 as president and CEO. Under his leadership, the OPERA America membership has grown from 120 opera companies to nearly 2,500 organizations and individuals. The organization has also administered two landmark funding initiatives in support... Read More →

Sponsors
avatar for Fisher Dachs Associates

Fisher Dachs Associates

Sponsor: Equity Theme, Fisher Dachs Associates
Fisher Dachs Associates is dedicated to creating performing arts spaces that work brilliantly for all constituents; the artists, the audience, management and staff. Our expertise is in planning and designing intimate, dynamic, technically superb and highly functional theatres, opera... Read More →
avatar for Genovese Vanderhoof & Associates

Genovese Vanderhoof & Associates

Sponsor: Trustee Network
Margaret Genovese and Dory Vanderhoof are management consultants in the arts with an unparalleled record of success in assisting their clients in executive search, effective organizational planning, capital campaign, successful facility development and dramatic improvement to contributed... Read More →
avatar for Schuler Shook

Schuler Shook

Sponsor: General Director sessions, Schuler Shook Theatre Planners | Lighting Designers
Schuler Shook is an internationally recognized theatre planning and consulting firm with extensive experience in opera facility planning.  Our clients include Lyric Opera of Chicago, Sydney Opera House, Santa Fe Opera, Sarasota Opera, Cincinnati Opera, Seattle Opera, Portland Opera... Read More →
avatar for SD&ampA Teleservices

SD&A Teleservices

Sponsor: Marketing/PR Network
Committed to making the world a better place, SD&A works exclusively with nonprofit organizations to help them raise money for a wide variety of worthy causes. This is our sole mission, and we've been doing it successfully for 35 years. Known for our flexible approach to campaign... Read More →


Saturday June 23, 2018 11:00am - 12:15pm CDT
Regency Ballroom A, 2nd Floor, Hyatt Regency 315 Chestnut Street, St. Louis, MO 63102
  Open Session

1:15pm CDT

Roundtable: Trustees
Limited Capacity seats available

Speakers
avatar for Evan Hazell

Evan Hazell

Trustee, Pacific Opera Victoria
RO

Ruth Orth

Trustee, Pensacola Opera
avatar for James Wright

James Wright

Field Consultant, For-Profit Organization
After leading Vancouver Opera for 17 years James Wright retired from the company in June 2016.He currently sits on the Nature Conservancy of Canada BC board of directors and The TELUS Vancouver Community Board; he has just completed a two-year term on the Vancity Community Foundation... Read More →

Sponsors
avatar for Genovese Vanderhoof & Associates

Genovese Vanderhoof & Associates

Sponsor: Trustee Network
Margaret Genovese and Dory Vanderhoof are management consultants in the arts with an unparalleled record of success in assisting their clients in executive search, effective organizational planning, capital campaign, successful facility development and dramatic improvement to contributed... Read More →


Saturday June 23, 2018 1:15pm - 2:30pm CDT
Sterling 4, 2nd Floor, Hyatt Regency 315 Chestnut Street, St. Louis, MO 63012

2:45pm CDT

Maintaining Board Member Engagement
Whether your company has a "working board" or a "governing board," motivating board members to fulfill their varied roles and responsibilities is a common challenge. Learn about successful strategies for maintaining engagement even as the balance shifts between direct service and oversight.

Speakers
avatar for Peggy Kriha Dye

Peggy Kriha Dye

General and Artistic Director, Opera Columbus
Artistic Director Peggy Kriha Dye is responsible for all production staff, and Opera Columbus’ programming, including mainstage productions, Opera on the Edge productions and education and community outreach programs.Also a professional opera singer, Peggy played the title role... Read More →
avatar for Marc A. Scorca

Marc A. Scorca

President/CEO, OPERA AMERICA
Marc A. Scorca joined OPERA America in 1990 as president and CEO. Under his leadership, the OPERA America membership has grown from 120 opera companies to nearly 2,500 organizations and individuals. The organization has also administered two landmark funding initiatives in support... Read More →
RT

Robert Tancer

Development Committee/Immediate Past Board Chair, Arizona Opera Company

Sponsors
avatar for Genovese Vanderhoof & Associates

Genovese Vanderhoof & Associates

Sponsor: Trustee Network
Margaret Genovese and Dory Vanderhoof are management consultants in the arts with an unparalleled record of success in assisting their clients in executive search, effective organizational planning, capital campaign, successful facility development and dramatic improvement to contributed... Read More →
avatar for Schuler Shook

Schuler Shook

Sponsor: General Director sessions, Schuler Shook Theatre Planners | Lighting Designers
Schuler Shook is an internationally recognized theatre planning and consulting firm with extensive experience in opera facility planning.  Our clients include Lyric Opera of Chicago, Sydney Opera House, Santa Fe Opera, Sarasota Opera, Cincinnati Opera, Seattle Opera, Portland Opera... Read More →


Saturday June 23, 2018 2:45pm - 3:45pm CDT
Regency Ballroom F, 2nd Floor, Hyatt Regency 315 Chestnut St., St. Louis, MO 63102