IOA 2026 Conference Schedule
Schedule-At-A-Glance
The IOA Conference Planning Committee is excited to produce an engaging virtual program for #IOA2026. We encourage you to take a moment to review the schedule-at-a-glance and detailed session descriptions. Times shown in the schedule are Pacific Time. Need help finding your local time? Use the time converter. Keep checking back as details are added!
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Monday
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8:00 AM - 2:00 PM PT |
| Tuesday |
8:00 AM - 2:00 PM PT |
| Wednesday |
8:00 AM - 1:00 PM PT |
Monday | 13 April
| 8:00 AM – 9:05 AM |
Welcome and Introduction
Opening Keynote: Something Clinical Is Missing | M. Gerard (Jerry) Fromm
The phrase, “Something clinical is missing”, belongs to an experienced international mediator, who felt that his work was regularly derailed by the irrationality and intense feelings carried by the groups he was trying to help. The pain behind those feelings is what he meant by “clinical”. From his perspective, that pain had to do with the ways that trauma had shaped the large-group identities and societal contexts of those he was working with.
Does this mediator’s plight link to the organizational challenges IOA members face today? In this presentation, I will explore that question by first outlining a framework for thinking about organizations as dynamic systems with enormous potential for creativity or pain-engendering dysfunction. I will then consider some of the lessons learned in the International Dialogue Initiative’s efforts to bring psychological understanding to societal conflict and how those might apply to the stresses – and efforts to deal with them – in today’s organizations.
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| 9:05 AM – 9:10 AM |
Break |
| 9:10 AM – 9:55 PM |
Breakout Session 1
CS 1A: Achieving and Maintaining Ombuds Embeddedness and Effectiveness | Chuck Doran and Bruce J. MacAlllister
In this presentation, ombuds Bruce MacAllister and Chuck Doran will explore what it means for an ombuds to be embedded, how it leads to ombuds effectiveness, and a way for ombuds to demonstrate their value to the organization. In addition to exploring the components and approaches to achieving embeddedness, and greater effectiveness within and value to the organization, the presenters will share ideas and possible approaches to how these competencies can be achieved. They will then encourage attendees to share examples of how they have achieved embeddedness at their organization.
CS 1B: Building the Nimble Ombuds Office: Approaching the SOPs from what you can do Introducing the Concept of Affordance in office design and Standards of Practice Application | Lisa Yamagata-Lynch and Ellen Miller
In the field of design, the concept of affordances plays a central role in shaping how people interact with objects, systems, and environments (Norman, 2013). Affordances are the characteristics of an object, space, or process that suggest its possible uses or functions to a user. A well-designed affordance makes the potential action immediately clear—for example, a handle on a door communicates that it can be pulled, while a flat plate suggests pushing. Ultimately, good affordances contribute directly to positive user experience by reducing ambiguity and enabling effective engagement.This same framework can be applied beyond the design of physical objects. For ombuds offices and programs, the affordance lens provides a fresh perspective on how to structure offices, processes, and procedures in ways that signal ombuds to use an empowered approach for what they can do while complying with our SOPs. This session introduces participants to the affordance framework and invites them to use it as a constructive lens for reimagining their own practice. The goal is not to abandon rigor or structure, but rather to highlight the ways in which standards can act as mechanisms for empowerment rather than restriction. By reframing standards through the lens of “the possible,†ombuds can discover new ways to create environments that enable trust, access, and effectiveness.Attendees will work in small groups and in larger discussions to identify ways that the affordance framework can be applied within their own offices and contexts. By the end of the session, attendees will have an understanding of the affordance framework to reimagine their approach to office design, SOP interpretation, and day-to-day practice. Ultimately, the affordance lens empowers ombuds to view their standards not as restrictions, but as resources that help their programs and practices thrive.
CS 1C: From Uncertainty to Agency: Ombuds Best Practices for Empowering Undergraduate Students | Loralee Hoffer, Susan Lin, and Scott Deyo
In 2024, a new partnership between the UNC Charlotte Ombuds office and the Organizational Science doctoral program resulted in a novel qualitative study of Ombuds who serve undergraduate students - a population rarely examined in the field. Through interviews with 16 Certified Ombuds, the project identified strategies that build trust, foster student agency, and strengthen institutional responsiveness. This interactive session highlights evidence-based practices, illustrated with practitioner quotes, and concludes with practical recommendations participants can apply directly in their own Ombuds work.
CS 1D: The Conflict That Won't Go Away: Using DST to Unlock Stubborn Conflicts | Lexi Wolfe and Isar Mahanian
Why do some organizational conflicts refuse to budge, no matter how much effort or intervention is poured in? In this session, we'll explore how Ombuds can use Dynamical Systems Theory (DST) to make sense of and create movement in these seemingly intractable situations. Participants will gain a clear overview of the DST model, a practical framework for spotting when a conflict is for this approach, and the chance to work through a real-world case that drew national attention. Come ready to engage with new tools and open up fresh possibilities for shifting even the most persistent organizational conflicts.
CS 1E: From Empathy at the Core: Advancing User-Centric Innovation in Ombuds Service | Alexandre St-Jean and Evariste Salndjoukou
In this presentation, we will explore how we use empathy-based approaches to adapt our services to optimize the visitor experience. We will share our journey, highlight gaps hindering inclusivity, and present an innovative three-step strategy to bridge these gaps. Our approach has already driven high demand for our services. Participants will be invited to share their best practices to foster visitor-centric services.
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| 9:55 AM –10:00 AM |
Break |
| 10:00 AM – 10:45 AM |
Breakout Session 2
CS 2A: Standards as Strategic Assets: Navigating Jurisdictional Currents | Mark Patterson and Ellen Miller
This session reframes external political, economic, and legislative pressures as strategic opportunities for the ombuds profession. Experienced practitioners will engage in a rapid, scenario-based consultation to map these real-world challenges to the IOA Standards of Practice. The focus is developing clear, jargon-free "60-Second Value Statements" that proactively and persuasively articulate how the Standards function as vital strategic assets that benefit the entire organization and its jurisdiction. Participants will collaboratively generate an actionable resource for the IOA Advocacy Committee.
CS 2B: Exploring Rapid Ethnography for Ombuds Practice | Matthew L. P. Ricke
Organizational ombuds professionals often observe patterns of conflict and systemic issues without a structured method to analyze them. This interactive workshop introduces Rapid Ethnographic Assessment (REA), a condensed qualitative research approach that complements traditional ombuds practice. Participants will learn practical techniques - rapid interviews, observation, and document review - to uncover hidden patterns, assess organizational culture, and inform systemic recommendations, all while maintaining confidentiality and neutrality. Through discussion and sharing, attendees will gain actionable tools to enhance their organizational insight and impact.
CS 2C: But, He's a Narcissist: Navigating Conflict When Visitors Doubt It's Possible | Geoffrey Adelsberg
This session examines strategies for addressing grandiosity in workplace relationships. Drawing on Terrence Real's framework, participants will learn to distinguish confident leadership from dismissive, entitled behavior and support visitors in expressing difficult truths while preserving dialogue. Using discussion and a participant-generated case, the session highlights techniques for naming relational dynamics compassionately, fostering relational equality, and coaching for clarity and courage. Attendees will gain practical tools for helping visitors navigate grandiosity with compassion, clarity, and hope.
CS 2D: Community-Centered Collaboration System (C3S): A Systems Framework for Organizational Ombuds Practice | Scott Deyo
This presentation introduces the Community-Centered Collaboration System (C3S), a comprehensive framework that helps ombuds professionals assess and strengthen collaborative cultures within their organizations. The session will explore how C3S integrates three core elements—Community, Collaboration, and Systems—and how these align with ombuds practice.The presentation will cover:1. Framework Overview: Introduction to C3S philosophy and its three grounding frameworks (Community, Collaboration, and Systems), including the four community dimensions: Living, Belonging, Contributing, and Thriving.2. Individual-Level Application: How ombuds can use C3S reflective questions to help visitors gain deeper insights into their organizational experiences and identify root causes of dissatisfaction or conflict.3. Systems-Level Assessment: Techniques for using C3S to analyze organizational patterns, identify systemic barriers to collaboration, and develop data-driven recommendations for leadership.4. Leadership Engagement: Strategies for presenting C3S concepts to organizational leaders as a diagnostic tool for assessing cultural health and designing interventions.5. Practical Integration: How to incorporate C3S language and concepts into ombuds practice, including intake conversations, trend reporting, training programs, and consultation with leadership.
CS 2E: Beyond Surface Solutions: The Seven Levels Framework for Transformative Organizational Conflict Resolution | Ian Renaud
This interactive 45-minute session introduces organizational ombuds to the Seven Levels framework - a revolutionary approach that transforms workplace conflicts from problems to solve into opportunities for profound organizational growth. Moving beyond traditional dispute resolution, participants explore how addressing physical, emotional, identity-based, relational, communicative, intuitive, and spiritual dimensions of conflict creates lasting transformation rather than temporary fixes. Through hands-on case study analysis and practical tool application, attendees learn diagnostic techniques to identify root causes across all human experience dimensions. The session combines structured learning with experiential practice, including small group breakouts analyzing real organizational scenarios and hands-on practice with specific intervention techniques. Participants gain enhanced assessment skills to quickly identify which levels need attention in any conflict, expanded intervention options beyond traditional mediation, improved referral decision-making capabilities, and organizational consulting insights about cultural patterns revealed through conflict trends. Key takeaways include the Seven Levels Assessment Matrix for diagnostic use, Organizational Conflict Intelligence Audit tools, templates for difficult conversations, and access to an online resource library with additional practice guides. This framework offers ombuds a comprehensive, evidence-based approach that elevates practice from conflict management to conflict transformation, creating sustainable positive change for individuals and organizations by treating conflicts as catalysts for growth rather than problems to eliminate.
CS 2F: Common Reading | Shannon Burton
Survey Session:
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| 10:45 AM – 11:15 AM |
Snack Break
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| 11:15 AM – 12:15 PM |
Mini Sessions
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| Round 1: 11:20 AM – 11:35 AM |
Words That Heal
Indigenous Conflict Perspectives
The Value of Reach Out Initiatives
TBA
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| Round 2: 11:40 AM – 11:55 AM |
Demonstrating ROI and Success of Ombuds Programs: Making the Invisible Visible A Shared Ombuds Service Model Confidentiality in Tech-Enable Ombuds Work: Tools and Frameworks
Ombuds Leadership in Crisis: Supporting Your Organization Through Workforce Reduction |
| Round 3: 12:00 PM – 12:15 PM |
Navigating the Dual Roles of the Collateral Ombuds: A Duoethnographic Reflection by Two Faculty Ombuds
Assessing Organizational Readiness for an Ombuds Office
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| 12:15 PM – 12:20 PM |
Break
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| 12:20 PM – 1:05 PM |
Breakout Session 3
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CS 3A: Ombudsing in Complex Environments | Fred Wright
In an era marked by change, challenge and complexity, the role of the Organizational Ombuds is more vital and more vulnerable than ever. This presentation explores the increasing demands placed upon practitioners and programs. It argues for the importance of role clarity, and advocates for the profession to cultivate a knowledge base that underpins effective practice in today’s world. Drawing on personal experience and professional reflection, the presentation will highlight the importance of being able to draw from a foundational set of theories that provide essential tools for navigating the emotional and systemic dynamics of contemporary organizational life. It will argue that theory informed practice supports Ombuds to make meaning of complexity, maintain role clarity, and avoid being caught up in and overwhelmed by the very dynamics they are tasked with addressing. It further argues that a comprehensive knowledge base can deepen practice, moving it from transactional conflict management to the transformative facilitation of systemic insight. This presentation offers a contribution to the important conversation about what contains, sustains and advances Ombuds practice and it advocates important next steps in the evolution of the profession, to enable practitioners to meet the increasingly complex demands of these times.
CS 3B: Moving into the Ombuds Role: Strategies for Entering into and Advancing in the Profession | Mitchell Friedman, Scott Cantor, and Amanda Dean
This panel will bring together the perspectives of different ombuds to explore their unique career trajectories. How they landed their first positions in the field, and the lessons that new and aspiring ombuds can draw from them, will be common themes across individual panelist presentations. Attendees at this panel presentation will leave with strategies for positioning themselves competitively as ombuds, understanding employer expectations, and leveraging transferable skills. In so doing, this session aspires to address a gap in professional development resources, as traditional career guidance rarely addresses how to enter the ombuds profession. More broadly, this panel presentation aims to catalyze a discussion in IOA of how to best serve aspiring ombuds and how to support early-career ombuds in their efforts to advance their careers.
CS 3C: "Trust-Mapping" -- Using Conflict Mapping in Trust-Centric Conflict Coaching | Tricia Suzanne Jones
Trust is endangered in workplace relationships. As organizations experience erosion of conventional protections, workers are experiencing low trust and higher distrust in institutions, leaders, and coworkers. Many conflicts with critical trust issues can be effectively supported by conflict coaching -- and even more so by conflict coaching designed for deep trust analysis and trust visioning. The trust-centric model of conflict coaching developed by Conflict Coaching MattersLLC, a leader in conflict coaching since 2008, provides this innovation and combines it with conflict mapping processes yielding "trust mapping" -- a means of helping a visitor "map" relationships in terms of trust components and help visitors envision a desired change in trust relationships and trust conditions. Trust-mapping also supports the identification and planning of trust negotiation and trust repair strategies.
CS 3D: Explaining Ombuds with Theory | Mohammad Rahanur (Shovon) Alam and Lisa Yamagata-Lynch
Participants will apply systems analysis to an ombuds case. We will briefly present the literature on systems theory. Then we will share how we applied systems theory to interpret and visually express ombuds systemic influence on an organizational partnership. The case entails a situation where the ombuds office worked collaboratively with multiple formal offices to develop an educational approach to an observed systemic trend. Participants will have time to evaluate ways to integrate insights from the session into their program operations, to improve organizational effectiveness. Our discussion will take place within the higher education setting; however, ideas introduced in this presentation are intended for audiences from all sectors.
CS 3E: From Raw Data to Real Value | Dana Hinojosa
Ombuds know the power and impact of their work, but translating that value into language and metrics that resonate with organizational leaders can be a challenge. This session offers a strategic approach to data collection and storytelling that goes beyond checking boxes. Participants will explore how to align their "why" with the priorities of their organization, and learn how to present data in ways that build trust, expand influence, and secure their seat at the table. Through interactive scenario-based discussions and a practical toolkit, attendees will learn how to tailor their messaging to different leadership styles and organizational missions. Whether you're navigating shifting priorities or seeking to deepen engagement, this session will equip you with the tools to turn reporting into relationship-building and make your impact unmistakably clear.
CS 3F: Practice Session | Tim Hedeen, Hector Escalante, Mary Rowe, and Jennifer Schneider
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| 1:05 PM – 1:15 PM |
Break
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| 1:15 PM – 2:00 PM |
Ombuds Stories
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Tuesday | 14 April
| 8:00 AM |
Welcome
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| 8:05 AM – 9:05 AM |
Introduction and Mary Rowe Keynote: Paul Sotoudeh
Leaving the Sandbox – Building a Definition Across Models of What It Means to be an Ombuds: In praise of looking outward by defining the ombuds role, in a way that includes all models of practice, so that we can start to clearly explain it to a public that, for the most part, has little idea what we do.
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| 9:05 AM – 9:10 AM |
Break
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| 9:10 AM – 9:55 AM |
Breakout Session 4
CS 4A: Leveraging Educational Partnerships as a Strategy for Building Organizational Effectiveness | Duren Thompson and Lisa Yamagata-Lynch
As a frame for exploring the session objectives, we will highlight our experiences engaging in proactive collaborative educational program development with other units. Specifically, we will present our work in developing a workshop addressing the importance of developing and maintaining mentoring relationships to foster high-quality research in higher education. Our experience will serve as a Case for session participants to analyze and explore its implications for their own ombuds practice.Outline:I. Introductions & Case context - After a summary of why and how we sought partners to help addressing our identified organizational theme of: “mentoring issues†for graduate students, faculty, and staff. Pausing at a key decision point, we will send participants to breakout rooms to answer the question: How would you move forward at this point? - with group ideas captured via Padlet online collaborative tool. In the following large group debrief/summary, we will highlight assumptions about perceived IOA Standards constraints in ombuds proactively partnering with others to provide educational programming.II. Partner Collaboration Process - After an overview of our year-long design process between staff from the ombuds office, research integrity office, and office of postdoctoral affairs, participants again enter breakout rooms to share their own strategies and ideas for proactively contributing to Building Organizational Effectiveness - capturing ideas on the same Padlet. Again followed by large group debrief/summary.III. Outcomes & Plans - After sharing Case outcomes and the future plans from each collaborating office, we will encourage participants to discuss & create a plan for their own ombuds practice based on their key session takeaways.A Case Summary & Key Questions handout will be uploaded prior to the session for optional pre-reading. We will also provide access to the mentoring workshop materials for participant use in their own practice.
CS 4B: Our First Chapters: Stories of Learning, Adapting, and Leading as New Ombuds | Bradley Davis and Jen Amano
Stepping into the Ombuds role can be both rewarding and challenging, especially in the early stages. In this session, two early-career Ombuds will share candid reflections from their first years in practice, offering insights into what helped them succeed, and what they wish they had known sooner. Through storytelling, practical examples, and open discussion, participants will explore best practices, common pitfalls, and strategies for building confidence and competence in the role. Whether you're new to the field or considering a transition into Ombuds work, this session offers a supportive and informative space to learn, reflect, and grow.
CS 4C: Be the Change You Want to See: Facilitating Self-Agency with our Visitors | Michael N. Herrington, Elisa Ortega-Schultz, MS, MA, LMSW, and Hector Escalante
Fostering self-agency in our visitors is both an ongoing challenge and a critical aspect of our impact, as ombuds. This interactive session will delve into how locus of control, self-awareness, and acceptance contribute to empowering visitors. Panelists will share practical strategies - ranging from cognitive framing to mindfulness exercises - that help visitors to develop a growth mindset. By identifying common barriers and leveraging shared ombuds experiences, attendees will discover actionable tools and resources to add to their professional toolkit and enhance their practice.
CS 4D: Listening to Ombuds' Voices: An Interactive Discussion of Findings from a Study of Identity-Related Perceptions and Self-Care Strategies in Ombuds Work | Karen M. O'Brien, Mashanda Y. Mosley, Esq., Nazish M. Salahuddin, PhD, and Karoline J. Travato
The presentation will highlight the following topics to educate ombuds about the findings of our study, to encourage ombuds to reflect on how identities play a role in their work, and to discuss self-care strategies for practicing ombuds.I.Overview of findings related to the role of identities in ombuds workII.Participant discussion: How do ombuds and visitor identities play a role in your work? What goals do you have for enhancing identity awareness in yourself, among your colleagues, and in our profession?III.Overview of findings related to the self-care strategies employed by ombuds in this study IV. Participant discussion: What ideas do you have for self-care based on the study findings? V.Participant case application exercise: Apply awareness of identities and understanding of self-care strategies to an identity-related ombuds case.
CS 4E: AI as Your Communications Partner: Simple Strategies to Boost Ombuds Outreach | Elizabeth Hill and Teresa Ralicki
Ombuds must be visible to be effective, but outreach often feels overwhelming. Many ombuds struggle with limited time, lack of communications expertise, or uncertainty about what will resonate with employees, leaders, boards, or students. Yet outreach is not just about visibility; it's about trust. Trust is the foundation of dispute resolution, and consistent, thoughtful outreach builds that trust long before an issue arises. This session reframes outreach as a pathway to trust and access and shows how AI can make the process far less daunting. Through live demonstrations and hands-on practice, participants will learn to transform bland updates into engaging messages and visuals while staying aligned with ombuds principles. Special emphasis will be placed on key guardrails, protecting confidentiality, maintaining neutrality, ensuring accuracy, and preserving authenticity, so participants can confidently use AI to support outreach in ways that build trust and uphold their role.
CS 4F: Common Reading
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| 9:55 AM – 10:00 AM |
Break
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| 10:00 AM – 10:45 AM |
Breakout Session 5
CS 5A: Radical Hope: Promoting Hope and Healing as Ombuds | Dr. Nadia Ferrara
What does it mean to be a hope giver, in a system that so often erodes it? In this presentation, Dr. Nadia Ferrara, Ombuds at Indigenous Services Canada and the Privy Council Office, will explore hope as a relational practice - one that calls on us to listen deeply, hold space for each other, and meet people where they are at. Rooted in Cultural Humility and trauma and resilience-informed practice, Dr. Ferrara will bring forward her own experience and background as a therapist, hope giver, and Federal Public Servant to discuss our critical need to feel, care, and connect with our compassion and empathy in a system disconnected from humanity
CS 5B: Leading with Courage and Clarity: Story-Driven Strategies for Ombuds in a Complex World | Aleya Harris
Ombuds professionals are uniquely positioned to guide organizations through conflict, uncertainty, and change. This interactive keynote equips participants with actionable strategies to lead with courage and clarity in today's complex environment. Through the use of story-driven communication, adaptive leadership tools, and resilience frameworks, attendees will learn how to build trust across diverse stakeholders, navigate conflict with empathy and authority, and inspire inclusive organizational cultures.
CS 5C: Coaching Skills for Ombuds: Time-Tested Tools to Help Visitors Gain Insight, Solve Problems, and Build Resilience in Conflict | Julie Weber and Tracey Brant
Are you curious about how coaching techniques can deepen your impact as an ombuds? Would you like some new practical tools that could help your visitors shift from feeling stuck and overwhelmed to taking empowered action? In this interactive 45-minute workshop, we'll explore and practice essential coaching tools that help visitors clarify what matters most, reframe challenges, and take meaningful steps forward. Whether you're working online, in person, or in hybrid environments, these tools can strengthen your confidence and skill in helping visitors navigate conflict with insight and resilience. This session isn't about adding more to your plate - it's about equipping you with simple, powerful tools you can integrate immediately into your ombuds practice
CS 5D: Tools for Practice: Insights from Counseling Theories for Ombuds Work | Laura Umphrey, Ph.D.
The Organizational Ombuds (1st edition) suggests the need to expand theory as it relates to the field of Ombuds work. This workshop seeks to address that gap by exploring how key ideas and assumptions from counseling theories can inform and enrich Ombuds practice. Drawing on approaches such as existential theory, person-centered theory, and gestalt theory, the presentation will highlight major contributors, central philosophical assumptions, and defining concepts of each framework. It will also consider the goals of these theories and discuss practical ways they can be applied to Ombuds work.
CS 5E: Living the Ombuds Ideals--The Four Tenets of the IOA Standards of Practice in Challenging Cases | John Baugus
The presentation will be focused on the findings of my recently completed doctoral dissertation titled Living the Ombuds Ideals: Independence, Impartiality, Informality, and Confidentiality in the Practice of the Organizational Ombuds. The study positioned ombuds work as a form of alternative dispute resolution and was comprised of interviews with 14 organizational ombuds practicing in colleges and universities. The purpose was to determine how ombuds navigate the four central tenets of the IOA - independence, impartiality, informality, and confidentiality - in challenging cases. Using thematic analysis as a tool, the study identified five themes. The presentation will focus on those themes and will also include findings related to the status of the ombuds profession, as the dissertation drew on extensive literature in the sociology of professions to consider the development of the ombuds field over time and the degree to which it can be appropriately described as a profession.
Research Update (RNA)
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| 10:45 AM – 11:30 AM |
Snack Break
Discussion Circles
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| 1:30 PM – 2:30 PM |
Break
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| 11:30 AM – 12:30 PM |
Introduction and Keynote Presentation 2
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| 12:30 PM – 12:35 PM |
Break
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| 12:35 PM – 1:20 PM |
Breakout Session 6
CS 6A: Starting New! Starting with Children and Youth! | Judi Fairholm, Dona Houansou, Nandisa Tilayi, and Pierre Cazenvae
Through an interview process, this presentation will look at: The need for an Ombuds Office within SOS Children's Villages; The role of children and youth in determining the need and their participation in every aspect of designing, recruiting, building awareness and monitoring their National Ombuds; The uniqueness of the SOS Children's Villages Ombuds model; The success and challenges of the ground-up approach by highlighting the three pilot National Ombuds and the growth process in Africa, Asia, Americas and Middle East.
CS 6B: A Pluralistic Approach to Conflict | Kristine Paranica and Amy Hartman
This workshop will consist of four steps: defining the opening commitments and rules of the workshop, emphasizing the ethos of pluralism, conduct facilitated exercises, and discussion.
CS 6C: What Crossing the Himalayas on a Motorcycle Taught Me About Conflict, Connection, and Dialogue and How What I learned Can Change Your Ombuds Practice | Henry Yampolsky
This presentation will introduce the participants to four principles of conflict transformation, namely: tuning inward, observation without evaluation, expansion, and exploration. It will share the captivating story of riding a motorcycle across the Himalayas which inspired the author to develop these principles and will discuss how practices stemming from these principles can make the ombuds practice more restorative and transformative for all involved, including the ombudsperson.
CS 6D: |
CS 6E: The Weekly Checklist: An SOP-friendly Metric for Collecting Operationally-Useful Value and Effectiveness Data | Tim Hedeen and Mary Rowe
Organizational ombuds recognize our contemporary realities: host organizations seek quantifiable and operationally useful metrics to measure the value of ombuds offices - in a world where value is always in the eye of the beholder, and no data recorded electronically is ever fully secure. SOP-friendly, brief, checklist data can assist ombuds to respond to all three of these realities. Some practitioners have been trying them out in recent months. This session will introduce a customizable template, share a few examples, and support attendees in consideration and design of their own checklist.
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| 1:20 PM – 1:25 PM |
Break
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| 1:25 PM – 2:00 PM |
Optional Happy Hour
Optional Affinity Group Breakouts in Gathertown
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Wednesday | 15 April
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8:00 AM – 8:45 AM
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Practice Edge
The Practice Edge is intended to raise critical questions related to the edge of practice of organizational ombuds for discussion. This session continues Howard Gadlin’s encouragement to "push the envelope” in a way that challenges us to openly discuss difficult practice issues in a critically supportive manner. This is an opportunity to rethink the settled foundations of ombuds practice. Practice Edge is intended for intermediate and advanced practitioners.
Mentoring Session
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8:45 AM – 9:00 AM
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Closing
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9:00 AM – 10:00 AM
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Social Event Cross-Over with ABA
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10:00 AM – 1:00 PM
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Cross-Over Sessions with ABA
ABA Session Track A: Train the Trainer: Facilitating a Conflict Management Workshop with Impact
Jenna Silver - Training Director, CCR Nathalie Thompson - Ombuds, Architect of the Capitol
This interactive 3-hour session equips trainers, mentors, and coaches with practical tools to design and deliver impactful conflict management workshops. Participants will explore strategies for teaching conflict theory and practice through inclusive, engaging methods; learn to evaluate outcomes; and navigate ethical challenges such as AI use and power dynamics. Leave with ready-to-use templates, best practices, and a toolkit for creating meaningful, effective learning experiences across remote, hybrid, and in-person settings.
ABA Session Track B: Theory in Action — Deepening Your Skills for Multi-Party and Organizational Team Disputes
Richard Birke - SVP & Executive Director, JAMS Institute at JAMS Andrew Thomas - Divided Community Project, Ohio State University Moritz College of Law Fred Wright - Workplace Conciliator, Department of Environment, Land, Water & Planning
This interactive 3-hour workshop helps experienced conflict management professionals strengthen their ability to navigate complex group and organizational conflicts. Participants will explore multi-party conflict theory, organizational dynamics, and intervention design while tackling real-world ethical challenges like power imbalances, confidentiality, and participant well-being. You’ll leave with practical frameworks and strategies for organizational and multi-party contexts.
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