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2018 DTA Leadership Institute

Building Leadership Skills for Professional Success

Event Date: 
June 3, 2018 to June 6, 2018
Hyatt Regency O'Hare, Chicago, IL
Registration Fee: 
$1,950 per participant

Hotel Information:     The group rate at the Hyatt Regency O'Hare is $200 per night. Reservation deadline is May 21. Reservations can be made online by using this link:

Join us on June 3-6 for DTA’s Leadership Institute. This educational program is a unique opportunity for DTA member employees to develop and enhance the critical leadership and management skills necessary to succeed in today's competitive business environment. Designed for senior staff and high-potential managers preparing for their next role, the purpose of the DTA Leadership Institute is to empower individuals as effective leaders to drive their organizations forward.

The DTA Leadership Institute is modeled after the best practices of leading business schools’ Executive Management programs, at a fraction of their tuition costs. The Institute’s curriculum provides practical learning experiences in areas critical to leading a successful business. Attendees will learn how to take strategic planning, management, innovation, finance, and sales and marketing lessons from other industries. In addition to presentations, the Institute uses relevant case studies from other industries, role playing, and planning activities so participants can go back to their job and immediately apply the lessons they've learned. Involvement with the Institute doesn’t stop there though, as attendees will have access to online, on-demand learning resources to enhance their professional development throughout the year.

See below for the program agenda and information about the facilitators.


Leadership Institute Agenda (click to expand)

Sunday, June 3, 2018
Welcome and Introductions

5:30 pm

Registration opens

6:30 pm


7:00 pm

Welcome and Dinner

7:45 pm

Getting to Know Your DTA Leadership Institute Colleagues and Instructors

  • Review the DTA Leadership Institute agenda
  • Engage with other participants about their goals for participating in the Institute
  • Participate in a team building activity

8:30 pm


Monday, June 4, 2018
Theme:  Personal and Interpersonal Skills for Leadership

7:00 am


7:45 am

Actualizing Your Leadership Potential: The Myers-Briggs® Type Indicator and Leadership

  • Assess one’s personal preferences for taking in information and making decisions
  • Describe one’s unique leadership style using the MBTI model Step II Interpretative Report
  • Identify action steps to improve one's contributions as a leader and team player in the work environment

9:45 am


10:00 am

Building High Performance Teams

  • Apply MBTI Type theory to team dynamics
  • Describe the 5 characteristics of highly functional teams
  • Identify ways to make team meetings more productive
  • Develop action steps to improve your skills for engaging individual members and motivating the entire team



12:45 pm

(includes breaks)

The 9 Virtues of Exceptional Leaders

  • Identify personal purpose and values as leadership motivators
  • Describe how to create habits (virtues) that contribute to the success of the business
  • Discuss the application of virtues (e.g., courage, hope, justice) to specific leadership responsibilities

2:45 pm

Coaching Employees to Improve Productivity and Results

  • Diagnose the causes of performance problems
  • Apply techniques for giving feedback that is specific, timely, and focused on behavior change
  • Create a plan to involve employees in developing solutions to improve their performance

5:00 pm


6:30 pm

Reception and Dinner

Tuesday, June 5, 2018
Theme:  The Leader as Strategist and Change Agent

7:00 am

Grains and Brains (Breakfast and Dialogue) 

  • Guided discussion about how participants will apply learning from Day 1

8:00 am

   Financial Management for Nonfinancial Managers

  • Understand the balance sheet basics and P&L responsibilities
  • Apply standard techniques of analysis, including overhead, capital budgeting, cash flow, valuation, and risk analysis
  • Explain how to develop budget projections, performance goals and incentives and use diagnostic and interactive control systems to achieve those objectives

10:15 am


10:30 am

   Financial Management for Nonfinancial Managers - Continued



12:45 pm

Applied Strategic Planning

  • Apply the four-frames model to understanding businesses
  • Understand the process for developing an applied strategic plan
  • Describe how to integrate human and financial resources into execution strategy

2:15 pm


2:30 pm

Leading Change

  • Assess one’s personal style of approaching change
  • Develop strategies for getting others committed to the change process
  • Describe practices to manage one’s emotions when under pressure

4:15 pm


4:30 pm

Peer Coaching, Round 1

  • Apply a 3-phase model for group problem solving
  • Receive feedback from peers on real challenges/opportunities that you face at your company

5:45 pm


6:45 pm


Wednesday, June 6, 2018

Theme:  The Leader as Facilitator and Innovator

7:00 am

Grains and Brains (Breakfast and Peer Coaching, Round 2) 

  • Guided discussion about how participants will apply learning from Day 2

8:15 am

Winning Negotiation Strategies

  • Understand the 5 stages of negotiation processes
  • Identify barriers to bargaining and how to overcome them
  • Practice a model for win-win negotiation

10:15 am


10:30 am

Winning Negotiation Strategies, continued

11:30 am


12:15 pm

Creativity and Innovation: What Box?

  • Examine and discuss characteristics of innovative companies
  • Practice techniques and tools to promote your and your team’s creative thinking
  • Describe approaches for producing, evaluating and implementing new ideas

1:45 pm

Wrap up and Next Steps

2:00 pm


Leadership Institute Facilitators

Karl is the founder and President of AAL. A consulting and professional development firm, AAL has worked with over 125 U.S. and international higher education institutions, associations, and businesses through professional development programs and consulting services. His areas of expertise include leadership development, organizational change, team building, and strategic planning. As an entrepreneur, Karl has established three successful companies ranging from consulting to informatics. Previous to starting AAL in 2005, Karl served as Associate Executive Director and Director of the Center for Educational Policy and Research at the American Dental Education Association (ADEA). For 16 years, he directed the ADEA Leadership Institute, a premier leadership development program in health professions education. He has authored or coauthored over 80 published articles and monographs.  Karl is the author, along with AAL Fellow Rob Jenkins, of The 9 Virtues of Exceptional Leaders: Unlocking Your Leadership Potential (Deeds, 2015). Dr. Haden is a Fellow (Hon.) of the American College of Dentists and a Fellow of the Center for the Study of the Great Ideas. Karl was recognized by the ADEAGies Foundation as the 2017 recipient of the Gies Award for Achievement-Public or Private Partner. Karl holds degrees in business management, religious studies, and humanities, plus a Ph.D. in Philosophy.

James (Jim) Walling is a Senior Consultant with AAL and Principal, Walling & Associates, Inc. Jim has consulted internationally across a diverse range of organizations, including both private sectors and public sectors. His clients represent an equally wide variety, from start-up entrepreneurs to Fortune 100 companies. Over the last two decades, Jim has focused on executive leadership development and coaching, primarily with moderate-sized business owners and executives. Prior to founding Walling & Associates, Inc., Jim was a founding partner in a full-line insurance firm. Before this entrepreneurial experience, Jim had a progressively successful corporate career with a Fortune 1,000 company, as Manager of Training and Development, Director of Human Resources, Director of Corporate Strategic Planning, and Regional Manager over a state-wide network of Field Sales Agents. Prior to entering business, he served as a university administrator and faculty member. Jim holds a Doctorate Degree in Psychology and Communications, a Master’s Degree in Personnel Administration in Higher Education, and is a certified Organizational Development Consultant.

Thomas More Smith holds a Ph.D. in economics from the University of Illinois at Chicago. He is considered an expert in the areas of labor economics, pricing, sports economics and finance, the economics of the entertainment industry, the economics of the health care industry and film finance. He is an Associate Professor in the Practice of Finance at the Goizueta Business School at Emory University in Atlanta, GA. He regularly appears as an expert on national television and radio programming (CNN, NPR, Huffington Post) and is frequently quoted in popular press regarding trends in unemployment, inflation, trade and other macroeconomic trends.