Manager-Director Forum

Fifteenth Annual Manager-Director Forum
Monday, June 13, 2016
Trump National Golf Club
Charlotte, NC

Registration is now closed. 

To inquire about availability for Monday, please contact Patricia Calder, CCM, CCE at [email protected].

The Carolinas Chapter Board of Directors is excited for this year's fifteenth annual event to be hosted by Trump National Golf Club in Mooresville, NC.  As the name suggests, this event provides the opportunity for managers to bring their club director(s) to gather with other club leaders for a day of education, networking and golf.

This year, the Chapter is honored to continue a successful tradition of having Kurt Kuebler, CCM, serve as the Forum's moderator.  Kurt will lead a panel consisting of several General Managers from the Carolinas Chapter of CMAA and their respective Club Presidents through a discussion of the relationship between a General Manager / COO and Club President, best practices of Board & Committee Orientations and the Evaluation Process for a General Manager / COO.

Meeting Agenda

Registration Information
Forum Cost: $40/person
Forum and Golf Cost: $85/person

*Additional Golf & Networking Opportunity

Sunday, June 12
Trump National Golf Club invites you to Complementary Golf, Lunch and Dinner
12:00 noon - Lunch
1:00 p.m. - Available Golf Tee Times (starting at 1:00 p.m.)
After play - Dinner; specialty stations,

Please RSVP to General Manager, Gavin Arsenault at [email protected].  Reservations will be accepted on a first-come, first-serve basis. 

Include the following information with your RSVP:
*Will you attend Lunch
*How many will golf
*Will you stay for dinner

Attire

Sunday - Country Club Golf (no denim or cut offs) (no need to change for dining and golf)
Monday - Country Club / Business (for education); Country Club Golf (pants or shorts)

Host Club Information
Trump National Golf Club
120 Trump Square
Mooresville, NC 28117
704-799-7300
www.trumpnationalcharlotte.com

Accommodation Information
The Hampton Inn & Suites - Mooresville/Lake Norman in Mooresville, NC will serve as the host hotel for the Forum.  The Chapter has a room block set up at $114/per night.  The hotel is located at 119 Gallery Center Drive, Mooresville NC 28117.  To make a reservation, please call the hotel at 704-660-7700 and ask for the Carolinas Chapter CMAA rate. The hotel is located ten minutes from the Club, five minutes off of I-77, exit 36. 

Panel Information
"President & General Manager / COO: Developing a Strong and Mutually Beneficial Relationship to the Club's Overall Success!"

Moderator:
Kurt Keubler, CCM, Partner, Kopplin & Keubler

Kurt has served as President of the Florida Chapter Club Managers Association of America (CMAA) and was a National Director for the CMAA, along with a number of Chapter and National Committee assignments. Kurt's unique background and experience working for both member-owned and private developer clubs, as well as having successfully managed country, golf and yacht clubs along with homeowners' associations and support amenities gives him a distinctive perspective on both the club industry and executive search work within it.

Our Distinguished Panel will include:

Jill Philmon, CCM, CCE, General Manager / COO, Ballantyne Country Club

Jill R. Philmon, CCM, CCE, has served as General Manager and Chief Operating Officer of Ballantyne Country Club in Charlotte, NC since 2010. She was elected President of the Club Managers Association of America Board of Directors at this year's conference in San Diego.

Previously, she managed Columbia Country Club and Catawba Country Club and held management positions at Old Town Club, Grandover Resort and Golf Club and Charlotte City Club.  Philmon joined CMAA in 1993 and has served as a member or Chairman on many National Committees before being elected to the CMAA National Board of Directors in 2009.  She became a Certified Club Manager in 2000, a member of CMAA's Honor Society in 2008 and received her CCE designation in 2010. 

Active on the chapter level, Philmon has held various committee, task force and service positions in the Carolinas Chapter. She completed her term on the Carolinas Chapter Board as Past President in 2009, after first being elected in 2003.  She has also served on the Board of Directors for the Carolinas Club Foundation and currently serves on the Club Foundation Board.  She attained membership in 2008 to the Carolinas Chapter CMAA Millennium Club by earning more than 1,000 credits. In 2008, she was chosen as the Carolinas Chapter CMAA Club Manager of the Year.

Heather Nagle, Immediate Past President, Ballantyne Country Club

Heather Nagle has been involved in the club business since 1986. After graduating with a BS in Hotel Restaurant Management, she worked at The Standard Club of Chicago and was a member of The University Club of Chicago. Heather recently served as Ballantyne Country Club's Board President. She was honored this year with the prestigious 2015 Distinguished Club President of the Year Award from BoardRoom magazine along with the current President, Paul Basquin. She has served on the Board of Directors since 2009 and on 11 club committees since 2005. Heather helped transition the club's committee governance and structure from a corporate owned club to a member owned club. She credits the club's solid committee structure and management leadership in successfully passing a $7.4M Maintenance and Capital Improvement Plan during her Presidency in 2014. The Maintenance and Capital Improvement Plan was delivered on time and within budget in 2014 and 2015.

David Dew, CCM, CCE, General Manager / COO, Belfair

David is the General Manager/COO at Belfair in Bluffton, SC.  This award winning private golf club community is a place where residents experience an artful blend of world class amenities in a setting of natural coastal splendor.  Prior to his role at Belfair, David was the President & CEO of the Lake Toxaway Company, where he oversaw the country club operation and the hotel company, as well as the real estate development company. David worked at Lake Toxaway for a total of 25 years before moving to Belfair this past November. 

David is the current president of the Carolinas Chapter CMAA, and through the years he has served on several other non-profit boards.  In addition to being a highly regarded club manager, David is also an ordained minister and has served as a youth pastor in two churches, and as an interim pastor for three different church congregations, all of which he says provide him yet another unique perspective on volunteer leadership. 

David is a graduate of the University of North Carolina at Chapel Hill.  He has served on several national CMAA committees through the years, including the Certification Committee for the last 3 years, and he currently serves on the new Professional Development Committee.  During his career, he has been involved in numerous construction and remodel projects including hotel construction, restaurant construction, fitness center construction, clubhouse construction, a golf learning center project, and a $10M golf course renovation project.  He is currently overseeing the renovation of Belfair's golf learning center and working with the Board to develop a complete facilities master plan.

Doug Adamson, President, Belfair 

Doug Adamson was elected President of the Belfair Property Owners' Association in December of 2015.  He's been a member of Belfair since 2005 and has lived there full-time since the fall of 2010.  Adamson retired in 2010 after a 40-year career in the banking industry.  He held executive management positions in a community bank and large regional bank before joining the American Bankers Association in Washington, DC, where he served for 24 years as Executive Vice President. In addition to his 40 years of business management experience he holds degrees in business and marketing, 25 years of community and professional non-profit board experience, and 10 years of board and leadership positions in property owners' associations.

John Schultz, CCM, CCE, General Manager, Carmel Country Club

John M. Schultz, CCM, CCE, is the General Manager of Carmel Country Club, a 36-hole member-owned club in Charlotte, North Carolina. He has led Carmel to national recognition as one of the country's most progressive, family-oriented private clubs. Recognized in 2009 with the "Excellence in Club Management" award, John's twelve-year tenure at Carmel has seen the club enjoy notable growth in both members and amenities. Major facility improvements include: introduction of the resort-style pool complex in 2008; the largest U.S. golf course renovation in 2009/10 (architect Rees Jones/Carmel's South Course); 2012 USTA award-winning Tennis Complex renovation; 2015 clubhouse renovation and implementation of multiple "destination dining" options (The Johnson Studio); and the current renovation of the North Course, to be completed in September, 2016 (architect John Fought). In addition to these high profile club improvements, by focusing with equal intent on ancillary facility improvements, human resources initiatives, and elevation of the member culture and governance structure, John Schultz has worked closely with the club's board to consistently elevate the daily member experience and overall value of membership at Carmel Country Club. 

John Schultz's 30 years in the hospitality business also include five years as General Manager of the historic Country Club of Little Rock. He holds a B.S. in Business from Louisiana State University, "Home of the Fighting Tigers", and served honorably as a Staff Sergeant in the United States Marine Corps.

Dan Richardson, President, Carmel Country Club

Dan Richardson is the 2016 Club President of Carmel Country Club and has also served in leadership roles on the Golf, Green, Communication, and Outreach/Scholarship Committees. His 2016 initiatives include oversight of the current $8 million renovation of Carmel's North Course, elevation of the member culture through the "Carmel Cares" program, and expansion of the Staff Scholarship program of which he is a founding member. During his tenure on the Carmel CC board of directors Dan has been actively involved in enhancing the openness and transparency of the club's governing body. The Carmel Cares program, begun during Dan's freshman year on the board, focuses on increasing the awareness of all members about club rules and the membership's role as owners of their club. Carmel is a 36-hole member-owned private club in Charlotte. Since 2008 Carmel has provided its membership with over $40 million in facility improvements which touch all aspects of the member experience.

Dan holds a BBA in Marketing from the University of Georgia and is a principal with HFCB, the country's premier provider of corporate disability income insurance strategies. Carmel members since 2001, Dan and his wife Eaddy are the proud parents of three children. In addition to enjoying time at their club, Dan and his family are active in the Charlotte community through service work and their "Life for Lila Foundation" which works to provide support and ultimately a cure for individuals suffering from mitochondrial disease.

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