* Sessions and events for both Board Members and Board Administrator staff

Saturday, July 30

TIME (all times Mountain)
2:00 PM – 6:00 PM Registration*
2:30 PM – 3:30 PM TBA Business Meeting
5:30 PM – 6:15 PM Welcome to APTA – A New Member Orientation*

Whether you are a seasoned APTA member or completely new to the association, join this session to get (re-)acquainted with APTA’s role as an association, what services and resources are available to you and how you can become engaged. Meet with the leadership of APTA and the APTA Transit Board Members and Administrators Committees and bring your questions and ideas.

6:30 PM – 7:30 PM Welcome Reception*

Mix it up, renew friendships, and network with new colleagues at this high-energy gathering that is sure to set the tone for learning more about public transportation and continuing to develop your leadership style.

7:30 PM – 9:00 PM Board Administrator Dutch-Treat Dinner

Sunday, July 31

TIME (all times Mountain) Today’s Presiding Officer – Board Administrator:

Jennifer Ellison, Board Corporate Secretary, Washington Metropolitan Area Transit Authority, Washington, DC

7:00 AM – 12:00 PM Registration*
7:30 AM – 8:30 AM Continental Breakfast*
8:30 AM – 9:15 AM Opening Session – Setting the Stage for Success*
(joint TBM/TBA session)Welcome Remarks

  • Jeff Nelson, APTA Chair; CEO/Managing Director, Rock Island County Metropolitan Mass Transit District (MetroLink), Moline IL
  • Paul Skoutelas, President and CEO, APTA, Washington DC
  • Doug Tisdale, Chair, APTA Transit Board Members Committee, Board Director, Regional Transportation District, Denver, CO
  • Kathryn Smith, Chair, APTA Transit Board Administrators Committee; Board Liaison, Jacksonville Transportation Authority, Jacksonville, FL

Utah Transit Authority Board of Trustees and Leadership Round Table

As Utah Transit Authority welcomes you to Salt Lake City, the Board of Trustees will lead a round table discussion about the agency’s governance structure, unlike any other across the nation. Here from the board, executive director and a local elected official as they discuss how the governance structure is re-shaping relationships with local governments, the state, and even changing the agency internally.

  • Carlton Christensen, Chair, UTA Board of Trustees
  • Beth Holbrook, UTA Board of Trustees
  • Jeff Acerson, UTA Board of Trustees
  • Jay Fox, UTA Executive Director
  • Mayor Jeff Silvestrini, Millcreek City
9:15 AM – 10:30 AM APTA Advocacy Update – A View From Washington*
(Joint TBM/TBA Session)This session will provide an overview of the current political climate and outlook for federal transit funding, including how to ensure the promise of the Infrastructure Investment and Jobs Act is honored. Experts will review how APTA engages on the Hill as the primary advocate for the transit industry, how to best communicate key advocacy priorities at this time, and how transit board members can play an instrumental role as the voice of the industry.Moderator: Beth Holbrook, Chair, TBM Legislative Subcommittee; Board Trustee, Utah Transit Authority, Salt Lake City, UT

  • Ward McCarragher, Vice President, Government Affairs and Advocacy, APTA, Washington DC
  • Dan Renberg, Partner, Arentfox Schiff LLP, Washington DC
  • Ray Melleady, Chair, APTA Research, Communications and Advocacy Council; Executive Vice President, USSC, Exton, PA
10:30AM – 10:45 AM Networking Break
10:45 AM – 12:00 PM Succession Planning

This session will outline the foundation and elements for planning, constructing, and implementing a succession plan that aligns with your agency’s vision and goals. The session will give you the tools to identify and develop a framework that will cultivate strong hiring practices for key positions and developing a culture of highly motivated and empowered team members. Each of your plans will be different based on the structure of your agency, the size of your teams and your specific talent requirements. The outline and tools defined here will help build a cohesive infrastructure that can be developed into a high performing, fine-tuned Board office team. The session will be segmented with specific speakers and examples of agencies’ lessons learned with a question-and-answer session that will help you refresh, or jump start an engaging plan.

Presenters:

  • Barbara McManus, Executive Manager, Board of Directors, Regional Transportation District (RTD), Denver, CO
  • Nancy Johnson, Retired Director of the Office of Board Support, Dallas Area Rapid Transit (DART), Dallas, TX
  • Suzanne Reyes, Transit Board Administrator/ Office Manager, Solano County Transit, Vallejo, CA

Facilitator:  Araceli Barajas, Sr. Executive Assistant to the CEO/Clerk of the Board, Omnitrans, San Bernardino, CA

12:00 PM – 1:00 PM Working Lunch & Group Discussions by System Size
1:00 PM – 2:15 PM Electronic Records Management

Electronic Records Management Systems go beyond simply scanning documents and storing them within your agency’s computer files. This session will cover how an electronic records management system can assist with agency-wide record keeping, key features these systems include, and the value and benefits of utilizing an electronic records management system. This session will include demos presenting what an effective electronic records management system might look like, provide valuable insight on how to achieve agency-wide adoption of these systems, what to consider in records management policies and procedures, procurement considerations, transitioning/migrating to an electronic records management system, and provide other groundwork components that could help ensure successful implementation.

Presenters:

  • Auty Dahlquist, Records Manager, Utah Transit Authority (UTA), Salt Lake City, UT
  • Luis Ramos, Commission Secretary/Sr. Executive Administrator, Hampton Roads Transit, Hampton, VA

Facilitator:  Sabrina Muhne, Board Support Services Coordinator, Foothill Transit, West Covina, CA

2:15 PM – 2:30 PM Break
2:30 PM – 3:45 PM Board Retreats, Workshops and Development: The Keys to Success

The Board of Directors retreat’s primary goal is to set agency priorities. It also enhances Board cohesion and engagement, provides Board training, and is viewed as an opportunity for agency executives to highlight current initiatives and discuss future trends. In this interactive session, learn what a successful retreat or workshop entails to ensure your Board is leading, engaged, enriched and informed, as well as what elements to consider when you are tasked with putting a Board retreat in place for your agency.

Presenters:

  • Jennifer Ellison, Board Corporate Secretary, Washington Metropolitan Area Transit Authority, Washington, DC
  • Jenese (“Jen”) Flores, Board Secretary, Long Beach Transit, Long Beach, CA

Facilitator:  Araceli Barajas, Sr. Executive Assistant to the CEO/Clerk of the Board, Omnitrans, San Bernardino, CA

3:45 PM – 4:00 PM Break
4:00 PM – 5:00 PM Challenges & Opportunities Roundtable Discussion

A roundtable discussion among participants on the issues you face and the tools you have or lack. Meet with your peers to hear new ideas, learn new skills, refine current practices, and strengthen board support and administrators’ competencies that create success in the board office (or board room), including board meeting planning, governance, communication, and finding resources.

Facilitators:

  • Rosa Diaz, Director of Board Support, Metropolitan Transit Authority of Harris County (Houston Metro), Houston, TX
  • Katie Smith, Board Administrator/Executive Office Manager, Jacksonville Transportation Authority, Jacksonville, FL
6:30 PM – 9:00 PM UTA Host Event
(Joint TBM/TBA Event)Location:  Rice-Eccles Stadium, University of Utah

Ride the TRAX light rail line to Rice Eccles Stadium at the University of Utah campus, which provides sweeping views of Salt Lake City and the entire valley at sunset. Join the UTA Board of Trustees and leadership for appetizers and drinks, dinner and live music by a local Jazz/Blues band.

Meet in the hotel lobby by 6:30 p.m. to walk to the TRAX Library Station (approximately 2 ½ blocks).

Sponsored by UTA and Stadler.


Monday, August 1

TIME (all times Mountain) Today’s Presiding Officers – Board Administrator:

Araceli Barajas, Sr. Executive Assistant to the CEO/ Clerk of the Board, Omnitrans, San Bernardino, CA

7:00 AM – 8:00 AM Continental Breakfast*
8:00 AM – 8:05 AM Welcome and Daily Run Down
8:05 AM – 9:30 AM Board Governance: The Power of a Supporting Cast –
Developing a Constructive Leadership Environment for the Board

(Joint TBM/TBA Session)It is no secret that times have and are continuing to change like never before due to post pandemic effects, demographic and economic shifts, a changing workforce and new board & staff development and retention needs. According to Forbes magazine, organizations are being forced to conduct business differently from resource allocation to data-based decision making to unlocking innovation and creativity and ultimately better understanding customers’ evolving needs. Developing a constructive leadership environment for the Board and transit executive leadership is more important than ever.This interactive keynote address will provide the opportunity for thought provoking engagement for transit board members and administrators. Key areas of focus will include:

  •  Defining your new normal
  • Tools to strengthen effective two-way communication
  • The importance of supportive change management processes
  • Best practices to work together as one

Guest Speaker: Dr. Kenston Griffin, CEO, Dream Builders Communication, Inc., Huntersville, NC

Facilitator:  Kevin Holzendorf, Vice-Chair, APTA; Immediate Past Chair – Board of Directors, Jacksonville Transportation Authority, Jacksonville, FL

9:30 AM – 9:45 AM Break
9:45 AM – 11:45 AM Understanding and Flexing Your Leadership Style – Session I

Transit Board Administrators and board support staff have central roles in their agencies that allow for opportunities to interact with many different personality types at any given time. Whether you view yourself currently in a traditional leadership role or not, growing in your ability to influence and guide others through effective communication is important to success and advancement in any TBA or board support role. This interactive session will briefly introduce the different leadership styles. Then, together we will work through varying scenarios that arise within our organizations that could benefit from an improved leadership communication style.

Guest Speaker: Dr. Kenston Griffin, CEO, Dream Builders Communication, Inc., Huntersville, NC

11:45 AM – 12:30 PM Working Lunch & Group Discussions by System Size
12:30 PM – 1:45 PM Understanding and Flexing Your Leadership Style – Session II

Calling all Transit Board Administrators, board support staff or others that operate in this role! You will not want to miss this action paced professional development session. Whether you are new to your role or have a seasoned approach to the work, the time has come to learn, share, innovate and be motivated to the next level of leadership. It is no secret that boards, chiefs, executive officers and senior staff are all important. But the question is, “who holds all this together?” Maybe it’s…you.

This interactive session will review the previous session take aways. It will focus on the power of managing, affective and effective two-way communication and planning with a project management train of thought.

Guest Speaker: Dr. Kenston Griffin, CEO, Dream Builders Communication, Inc., Huntersville, NC

1:45 PM – 2:00 PM Break
2:00 PM – 2:20 PM Travel to UTA
2:20 PM – 3:45 PM Roberts Rules Refresher at UTA

Robert’s Rules of Order holds the keys to having more successful, effective, and productive meetings.  This refresher will help you better understand proper procedures and standardize your organization’s parliamentary procedures.

Presenter: Timothy G. Merrill, Assistant Attorney General, Utah Transit Authority, Salt Lake City, UT

Facilitator: Jennifer Ellison, Board Corporate Secretary, Washington Metropolitan Area Transit Authority, Washington, DC

3:45 PM – 4:00 PM TBA Break/Travel Across the Street to Salt Lake Central Station
4:00 PM – 6:30 PM UTA Tour: Commuter Rail, BRT and All-Electric Buses

Join UTA on a multi-modal tour from Salt Lake City north to Ogden City. Buses will take you to Salt Lake Central Station to board FrontRunner, UTA’s commuter rail system, to Ogden. After a brief welcome by Ogden City officials, board UTA’s new all-electric vehicles that will serve the agency’s second bus rapid transit project, the Ogden Express (OGX), which is still under construction. The tour will follow the route along Ogden’s historic 25th Street and show how the new route connects key destinations in the community, including Weber State University.

Meet in the hotel lobby at 4 p.m.

Note the tour will conclude at the location of the reception.

7:00 PM – 10:00 PM UTA Host Event
(Joint TBM/TBA event)Location: Garden Patio and Grand Ballroom, Weber State University

Enjoy an evening of drinks and dinner in the Garden Patio and Grand Ballroom at Weber State University. Mingle and network to the live bluegrass music provided by popular local band Molly in the Mineshaft.

Following dinner, UTA buses will provide transportation directly back to the Marriott hotel

Sponsored by Stacy & Witbeck


Tuesday, August 2

TIME (all times Mountain) Today’s Presiding Officers:

Sabrina Muhne, Board Support Services Coordinator, Foothill Transit, West Covina, CA

7:30 AM – 8:30 AM Continental Breakfast
8:30 AM – 10:00 AM Interactive Session – Stepping in When the Boss Steps Out/Open Mic/Table Talk

Practice public speaking and build leadership skills during this engaging session. Continue gaining confidence and comfort speaking to groups and responding to on-the-spot inquiries.

Facilitators:

  • Rosa Diaz, Director of Board Support, Metropolitan Transit Authority of Harris County (Houston Metro), Houston, TX
  • Katie Smith, Board Administrator/Executive Office Manager, Jacksonville Transportation Authority, Jacksonville, FL
10:00 AM – 10:30 AM Break
10:30 AM – 11:30 AM Take-Aways/ 2023 Program Topic suggestions

Facilitator:  Katie Smith, Board Administrator/Executive Office Manager, Jacksonville Transportation Authority, Jacksonville, FL

11:30 AM – 12:00 PM Open Discussion

Facilitator: Katie Smith, Board Administrator/Executive Office Manager, Jacksonville Transportation Authority, Jacksonville, FL

12:00 PM – 12:15 PM Closing
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