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Meets-Archives 01-02<

Leadership Forum 2001
Agenda At-A-Glance 





1:00 p.m. – 1:20 p.m.

Welcome & Orientation

Betty Hale, Pres., IEL & Hunter Moorman, Director, EPFP

(Seating in State Teams)


1:20 p.m. – 1:45 p.m.

“The Poetry of Leadership”

Susan Payne, VA-CLP & Carol Sawyer, CA-EPFP

1:45 p.m. – 2:00 p.m.



2:00 p.m.– 3:30 p.m.


“Public Leadership for Extraordinary Times” 

3:30 p.m. – 3:45 p.m.



3:45 p.m. – 5:45 p.m.

“Leading Amidst Diverse Worldviews: Beyond the Limits of Culture and Competing Belief Systems—Part I” 

Mark Gerzon, President, Mediators Foundation & Maureen Silos, Director, Moiwana ’86 Human Rights Organization, Paramaribo-Suriname, and Global Dialogue Partners

(Seating in Community Teams—Teams will meet for final half hour of session)


5:45 p.m. - 6:00 p.m.




6:00 p.m. - 7:30 p.m.

Informal Reception and Networking


6:30 a.m. – 7:30 a.m.

Body & Mind Experience (Optional)

Art Koga, MELE Associates

7:00 a.m. - 8:00 a.m.

Continental Breakfast


8:00 a.m. – 9:30 a.m.

“Leading Amidst Diverse Worldviews: Beyond the Limits of Culture and Competing Belief Systems—Part II”

Mark Gerzon & Maureen Silos


9:45 a.m. – 12:00 Noon

“New Skills, New Perspectives” (Concurrent Sessions, Repeated)


12:00 Noon – 1:00 p.m.

Community Team Book Clubs (box lunch)


1:15 p.m. -  4:00 p.m.

“Ellen Schall & the Department of Juvenile Justice”

Ellen Schall, Wagner School of Public Policy, New York University

(Seating and Breakouts in State Groups)


4:00 p.m. – 4:15 p.m.



4:15 p.m. – 5:30 p.m.

“New Skills, New Perspectives” (Concurrent Sessions and Workshops)

5:30 p.m. – 7:00 p.m.

Free Time and Body & Mind Experience  (Optional)

Art Koga, MELE Associates

7:00 p.m. - 9:00 p.m.

Buffet Dinner

6:30 a.m. – 7:30 a.m.

Body & Mind Experience (Optional)

Art Koga, MELE Associates

7:00 a.m. - 8:00 a.m.

Continental Breakfast


8:00 a.m. – 9:30 a.m.

“Demographics and Public Policy Implications”

Oliver Kerr, Miami-Dade County Department of Planning and Zoning 


9:30 a.m. - 9:45 a.m.


9:45 a.m. – 11:00 a.m.

Concurrent Panels:

(1) “A Shared Agenda for Schools and Mental Health Agencies”

Joanne Cashman, NASDSE with TBA


(2) “Digital Technologies, the Digital Divide,  and Leadership ”


11:00 a.m. – 12:00 Noon

Community Teams


12:00 p.m. - 1:30 p.m.

Lunch & Panel

“Urban Education Leadership and Governance”


1:30 p.m. - 1:45 p.m.



1:45 p.m. – 3:15 p.m.

“Brief the Chief  (Exec.)”


3:15 p.m.  On

Free Time, Body & Mind Experience (Optional)

Art Koga, MELE Associates


State Site Dinners

6:30 a.m.– 7:30 a.m.

Body & Mind Experience (Optional)

Art Koga, MELE Associates

7:00 a.m. - 8:00 a.m.

Continental Breakfast


8:00 a.m. – 11:00 a.m. Project Planning Exercise

Ben Perez, Principal, Transformations, Inc

Betty Hale, President, IEL


8:00 - 8:30    Plenary

8:30 - 9:45    Groups

9:45 - 11:00  Plenary


(Work in State Teams)


11:00 a.m. – 11:45 a.m.

Poetry of Leadership Presentations


11:45 a.m. – 12:00 Noon

Closing Remarks

Betty Hale, Pres., IEL & Hunter Moorman, Director, EPFP


12:00 Noon





Michigan's Economic Outlook

November 19, 2001
12:00 p.m. - 5:00 p.m.
Kellogg Center, MSU

During this session the Fellows will have an opportunity to discuss the status of the Michigan economy and current economic forecasts with State Treasurer Dr. Douglas Roberts.


Session A:  Establishing Learning Teams

Resource Persons: Coordinators and Fellows

During the 2001-02 program year the Michigan Fellows will participate on one or more Learning Teams and gain experience working in a virtual learning community. The Learning Teams will be responsible for planning a series of future EPFP sessions on a set of topics which have been identified by this year's participants. During this session the Fellows will review and refine the set of proposed topics identified to date, establish diverse cross boundary teams, and develop strategies for effective team participation.


Session B:  Michigan's Economic Outlook

Resource Person:

Dr. Douglas B. Roberts
Michigan Department of Treasury

Dr. Douglas B. Roberts returned to the position of State Treasurer as of May 1, 2001. As State Treasurer, he directs a department with a broad range of responsibilities. His responsibilities include administration of the state’s tax system, all state government banking functions, regulation and oversight of local financial operations, and management of the investment of the state’s $50 billion pension system. In addition to the duties as State Treasurer, he is a Special Policy Advisor to Governor John Engler. Dr. Roberts previously held the position of State Treasurer from January 1991 to November 1998.

Beginning his career as a legislative staff aide, Dr. Roberts continued to make meaningful contributions to public policy as he moved between the legislative and executive branches of government. During his 28-year tenure in state government, he has brought his personal integrity to positions as both Deputy Director and Acting Director of the Department of Management and Budget, as Deputy Superintendent of Public Instruction, as Director of the Senate Fiscal Agency, and as State Treasurer.

As an economist, Dr. Roberts received his doctor’s and master’s degrees from Michigan State University. He received his undergraduate degree in business administration from the University of Maryland.

Dr. Roberts played a leading role in developing sweeping school finance reform in Michigan. Under Governor Engler’s leadership, Dr. Roberts authored the report Our Kids Deserve Better! which dramatically reformed the way public schools are financed in Michigan. Many of the proposals contained in this report were put into place with the passage of a constitutional amendment in March 1994.


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Establishing a Policy Framework

October 29, 2001
12:00 p.m. - 5:00 p.m.
Kellogg Center, MSU

This session will focus on concepts and strategies for creating a policy framework. Fellows will explore both the practical and theoretical aspects of how public policy is developed and implemented. Several policy issues of current concern to Michigan citizens will also be examined.


Session A Resource Person: Mayor David Hollister

Following a teaching career which began in 1965 and after six years of public service as a county commissioner, David Hollister was elected to the position of State Representative from Lansing's 57th District (now the 69th District) in 1974 and served until December 1993. He was elected Mayor of Lansing in November of 1993, and was re-elected to a second four-year term which began on January 1, 1998. In November, 2001, Mayor Hollister was elected to a third term of office.

As a State Legislator, Mr. Hollister served as a member of the House Appropriations Committee where he co-chaired the Subcommittees on Social Services and Mental Health. In addition, he served on the Appropriation Subcommittees of Public Health, School Aid/Department of Education, and Transportation. Mr. Hollister also was a member of the Task Force for Investment Budgeting and Michigan's Future, and chaired the Job Academy Subcommittee of this Task Force.

In his legislative role, Mr. Hollister was active in working on public health issues concerning indigent health care, AIDS, long-term care, certificate-of-need and cost containment for hospitals and nursing homes, organ transplantation, toxic waste, infant mortality, substance abuse, domestic violence, emergency shelter and food. In the area of social services, Mr. Hollister played a key role in the Michigan Legislature on issues such as child care, homelessness, energy assistance and weatherization programs for low income and public assistance recipients, and employment and training programs for welfare recipients. In the area of mental health, he was a leader and advocate in the shift from institutional to community care.

Mayor Hollister has been invited to speak to the Michigan EPFP Fellows for the past 15 years and is consistently rated as one of our most popular and important policy resources. He was awarded the Institute for Educational Leadership's National Leadership Award at the 2000 Michigan EPFP Alumni Seminar.

Fellows should refer to the Michigan EPFP 'Links and Publications' page to review Mayor Hollister's WebBook, "On Organizing."

Session B: Resource Persons: Coordinators and Fellows

Policy Perspectives: We will provide an overview and discussion of the concepts which underlie three models of policy development. Fellows will be asked to evaluate these models in terms of their own policy experiences and identify current policy issues which support these models.

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Assessing Leadership Styles

October 17, 2001
9:00 a.m. - 4:00 p.m.
Kellogg Center, MSU

Fellows will debrief and interpret both the Myers-Briggs Type Inventory (MBTI) and the FIRO-B instruments and examine how different styles and behaviors can conflict with individual and organizational goals. Through group discussions, we will explore how these styles impact various work settings.


Session A Resource Person: Ben Perez

Argelio B. Perez is a consultant affiliated with a number of private and public organizations including University Associates Consulting and Training Services and the Institute for Educational Leadership. He has a diverse background in public administration with substantial experience in supervision, fiscal management, legislation/regulatory monitoring, staff development, planning and reorganization.

He is also principal of Transformations, a Lansing-based consulting firm, specializing in leadership development, organizational change, team-building and facilitation.

Ben has been a senior executive in urban school districts (Detroit and Lansing), city government (Lansing), and state government (Michigan Department of Education) for thirty years. He is affiliated with the Institute for Educational leadership as a senior consultant in Leadership programs and Governance and has served, for the past 24 years, as Coordinator of the Michigan EPFP.

He earned a B.A. in education from Justin Morrill College, Michigan State University, and a M.A. in Classroom Teaching from the College of Education, Michigan State University. In 1991, he was awarded the Institute for Educational Leadership's National Leadership Award.

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