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2017 Conference Schedule At A Glance

Sunday, July 16, 2017

2:30 - 6:00 pm
Registration Open
Details

Outside of Nikko Ballroom I (3rd Floor)

Come pick up your name badge, program and other conference materials at the registration desk.

3:00 - 5:00 pm
Pre-Conference Outing: Museum of the African Diaspora
Details

685 Mission St (at 3rd), Ground floor of the St. Regis

If you’re arriving early, join a group of fellow conference-goers to visit one of San Francisco’s great cultural treasures: the Museum of the African Diaspora. It is one of the few museums in the world focused exclusively on African Diaspora culture and on presenting the rich cultural heritage of the people of Africa and of African descendant cultures all across the globe. Admission is $10. Please meet in the hotel lobby at 2:45 pm or at the museum entrance at 3:00 pm.

CEO Hub
Details

Mendocino II (2nd Floor)

Join your CEO colleagues for informal time to just catch up and network around topics of interest to you.

6:00 - 9:00 pm
Pre-Conference Reception & Dinner for CEOs
Details

Hotel Nikko, Anzu Restaurant (2nd Floor)

All chief executives (presidents, CEOs, executive directors, etc.) are invited to attend this pre-conference social reception and dinner (with a very light program) to connect with your peers in a fun, casual setting.

6:30 pm
Casual Dinner for Conference Attendees
Details

Bartlett Hall, 242 O'Farrell St.

Will you be in town early for the conference? Join us at a local San Francisco restaurant to start your Forum conference experience off the best way possible—with food and your colleagues in a relaxing atmosphere. This dinner is not included in your registration fee.

 

Monday, July 17, 2017

6:30 - 7:00 am
Morning Exercise Groups
Details
Energize the start of your day with a walk or run with other attendees. Sign up at the registration desk.

7:30 am
Registration Open
Details

Outside of Nikko Ballroom I (3rd Floor)

Come pick up your name badge, program and other conference materials at the registration desk.

8:00 am - 12:00 pm
CEO Summit: Part I
Details

Bay View (25th Floor)

The CEO Summit is a rare opportunity for the chief executives of regional and national philanthropy-serving organizations (PSOs) to come together with your peers for in-depth learning, sharing and reflection. Summit highlights include:

  • Kick-off presentation by Phil Buchanan, president of The Center for Effective Philanthropy, on leading effective foundations and effective PSOs in complex, changing times.
  • Facilitated discussions on our leadership role today and on how we can work together in new ways through our expanded network.
  • Several “rapid sharing sessions” to pose your burning questions to your CEO colleagues.
  • Time for open networking to get to know each other better.

9:00 am - 12:00 pm
Emerging Practitioners Conversation (Pre-registration is required)
Presented in Partnership with Emerging Practitioners in Philanthropy (EPIP)
Details

Peninsula (25th Floor)

This session is designed for attendees who have spent 10 years or fewer in philanthropy. Join your colleagues to kick off the conference! You will meet others who are new to the field, discuss challenges about your role in the sector and share your vision for the future of philanthropy. Each participant will also be asked to solidify your goals for the conference and develop practices to actualize them.

  • Likely discussion topics will include:
  • Your experiences, hopes and challenges in the field.
  • Recent research from both EPIP and The Center for Effective Philanthropy on leaders’ impressions of the future of philanthropy.
  • Organizational culture and how it impacts your work and path.

*On the final day of the conference, session participants will also have the unique opportunity to share your thoughts and experiences with senior leaders and have a conversation about how to continue to work across generations of practitioners.

11:00 am - 12:00 pm
Conference Orientation for 1st Time Attendees
Details

Carmel I (3rd Floor)

First time attending the Forum’s Annual Conference? Join us to learn more about how we’ll spend the next few days, review highlights of the conference agenda and get a tutorial of how to engage with our conference app. You’ll also have an opportunity to get to know other attendees.

12:15 - 1:30 pm
Opening Lunch & Keynote: “Race, Equity & Philanthropy”
Keynote Speaker: Dr. David R. Williams, Harvard University
Details

Nikko I & II (3rd Floor)

Our opening keynote speaker will explain why race and ethnicity matter so profoundly when addressing issues of equity. Internationally recognized Harvard professor Dr. David R. Williams will demonstrate how race and racism impact health outcomes, and explain why moving a health equity agenda forward is critical to the personal and national interests of all Americans. He will offer guidance for what philanthropy can do to reduce racism and improve health equity for all Americans.

Dr. David R. Williams is the Florence Sprague Norman and Laura Smart Norman Professor of Public Health at the Harvard School of Public Health and Professor of African and African American Studies and of Sociology at Harvard University. He is a leading social scientist focused on social influences on health. His research has enhanced our understanding of the complex ways in which race, racism, socioeconomic status, stress, health behaviors and religious involvement can affect physical and mental health. The Everyday Discrimination scale that he developed is currently one of the most widely used measures to assess perceived discrimination in health studies.

Session Materials:

1:30 - 2:30 pm
Dessert and Discussion
Details

Nikko I & II (3rd Floor)

Spend time at your tables with your peers to discuss key questions and share your thoughts about Dr. Williams’ remarks. How do we work collaboratively, in partnerships and individually, to move this work in our PSO roles?

3:00 - 5:00 pm
CEO Summit: Part II
Peer Community Sessions and Open Space
Details

Bay View (25th Floor)

The CEO Summit will continue with an afternoon session.

Peer Community Sessions and Open Space

Join your colleagues in peer community sessions to take a deep dive into your work and to connect with those who share your job responsibilities—the only people in the country who understand exactly what you do!—to discuss collaboration, partnerships, trends and ideas of how to strengthen your work. You can also take advantage of open space for thinking, meeting and connections, or participate in a discussion about the Forum's newly forming Peer Community on Racial Equity, Diversity & Inclusion.

  • Communications Peer Community (Nikko I, 3rd Floor)
  • Program Peer Community (Carmel I, 3rd Floor)
  • Membership Peer Community (Monterey I, 3rd Floor)
    Session Materials: Member Engagement Roundtable Notes
  • Finance and Administration Peer Community (Carmel II, 3rd Floor)
  • Public Policy Peer Community (Nikko II, 3rd Floor)
  • Racial Equity, Diversity & Inclusion Peer Community (Nikko III, 3rd Floor)
  • Open Space (Monterey II, 3rd Floor)

5:30 - 7:00 pm
Opening Reception: Yerba Buena Center for the Arts
Details

Offsite: 701 Mission St

Celebrate the opening night of the conference with your colleagues over refreshments and light hors d’oeuvres at our opening reception at one of San Francisco’s most popular art venues! Yerba Buena Center for the Arts (YBCA) is one of the nation’s most innovative contemporary art centers. Founded in 1993 as the cultural anchor of the Yerba Buena Gardens development, YBCA offers leading edge exhibitions, performances, and films; and engages in groundbreaking civic initiatives and community partnerships. YBCA is “where creativity, people and new ideas collide.”

Getting There:

Walking- ½ mile walk (directions available in the app).

Shuttle Bus- Shuttle buses will depart for the Yerba Buena Center at 5:15, 5:30 and 5:45 pm. Please meet in the hotel lobby and Forum staff will direct you to the shuttle. The shuttles will return to the Hotel Nikko at 7:00 pm.

7:00 - 9:00 pm
Dine Arounds
Details
Continue your conversations over dinner at one of San Francisco’s many great dining options. Additional information about the options and dinner leaders is available in the conference app. Sign-up at the registration desk and meet your dinner leader in the lobby of the Yerba Buena Arts Center at the close of the reception!

9:00 - 10:00 pm
CHANGE Philanthropy Networking Reception
Details

Anzu Lounge (2nd Floor)

Join your colleagues from CHANGE Philanthropy in the Hotel Nikko's Anzu Lounge for a bit of fun and networking over dessert and drinks. The first drink and dessert is on them!

 

Tuesday, July 18, 2017

6:30 - 7:30 am
Morning Exercise Groups
Details
Energize the start of your day with a walk or run with other attendees. Sign up at the registration desk.

7:30 am
Registration Open
Details

Outside of Nikko Ballroom I (3rd Floor)

Come pick up your name badge, program and other conference materials at the registration desk.

8:30 - 9:45 am
Breakfast Plenary:
A Gift-Wrapped Call to Action: How Will Philanthropy Respond?
Keynote Presenter: Dr. Robert K. Ross, President and Chief Executive Officer, The California Endowment
Details

Nikko I & II (3rd Floor)

Dr. Robert K. Ross will kick off Day 2 of our conference by engaging conference participants in a thought-provoking presentation and discussion on the current state of our nation’s moral and civic soul and philanthropy’s role in ensuring meaningful opportunity, inclusion, social justice and equity. As the leader of a private foundation accountable to a mission of wellness, health and opportunity in marginalized and excluded communities, Dr. Ross will share ideas for how philanthropy—and philanthropy-serving organizations specifically—can engage in true leadership and radical collaboration at this moment in time. The session will include opportunities for group discussions and open-mic sharing with Dr. Ross.

10:00 - 11:30 am

Concurrent Sessions

  • Session 1: Communications - Feeding the Beast
  • Session 2: My Members Are Interested in Impact Investing, So Now What?
  • Session 3: The Next Rules of Association Value Creation: Part 1
  • Session 4: How are You Flourishing?
Details
Session 1: Communications - Feeding the Beast

Nikko I & II (3rd Floor)

What does it take to create a robust communications plan and execute on a daily basis with limited resources and multiple platforms? What is worthy of your time and attention to best serve your members? Join your national and regional PSO colleagues to discuss how to feed the beast.

Moderator: Eric Brown, Principal, Brownbridge Strategies (@epbro)
Conversationalists: Stephanie Gocklin, Director of Communications, Florida Philanthropic Network; Ethan McCoy, Senior Writer – Development & Communications, The Center for Effective Philanthropy; Michael Remaley, Senior Vice President, Public Policy & Communications, Philanthropy New York (@MAHRemaley); and Tupou Tongilava, Communications Associate, Gordon and Betty Moore Foundation

Session Materials:

Session 2: My Members Are Interested in Impact Investing, So Now What?

Nikko III (3rd Floor)

What is the case for me supporting and engaging members in the world of Impact Investing, and where do I start? Who are my colleagues in the field who are already active, and what can I learn from their experience in navigating this new aspect of philanthropic investing? Join Mission Investors Exchange and The Giving Practice, along with regional and national PSO colleagues, in this interactive session to get you oriented and ready to meet your members where they are (or aspire to be) in the world of Impact Investing.

Facilitator: Nhadine Leung, Managing Director, Mission Investors Exchange.
Conversationalists: Rosalie Sheehy Cates, Senior Advisor, The Giving Practice; Susan Hammel, Founder, Cogent Consulting and David Lynn, Chief Investment Officer, Mission Driven Finance

Session Materials:

Session 3: The Next Rules of Association Value Creation: Part I

Monterey I (3rd Floor)

To build their organizations to thrive in the years ahead, association staff must think beyond membership and develop the ability to create other forms of distinctive value in collaboration with their stakeholders. The value creation process is about discovering actionable insights that can help answer three fundamental questions:

  • What are our stakeholders' problems, needs and outcomes?
  • What value elements matter most to our stakeholders?
  • What new solutions, services and support can we co-create with our stakeholders?

In Part I of this two-part learning experience, participants will challenge their assumptions about how associations are supposed to create value by exploring the next rules of association value creation.

To prepare for this learning experience, participants should view the video content after July 5, 2017: http://4sightfir.st/assnnextrulesvideo

Speaker: Jeff De Cagna, Executive Advisor, Foresight First LLC (@dutyofforesight)

Session Materials:

Session 4: How Are You Flourishing?

Carmel (3rd Floor)

With thoughtful attention to culture, workplaces hold the promise and possibility to support human flourishing. We all have a role to play in these efforts - from CEO to Administrative Assistant - and investing in your workplace community creates the opportunity to deeply experience the organization’s values and extend your influence and impact.

Chris Murchison is a passionate advocate for positive workplace cultures. In his broad career spanning the higher education, for-profit and not-for-profit fields he has focused his energy on developing creative means to building community at work and practices that support an employee's experience of respect, connection, joy and learning. Join Chris in this highly interactive experience to explore what it means to thrive at work.

Speaker: Chris Murchison, Center for Positive Organizations, University of Michigan Ross School of Business (@MurchisonChris)

12:00 - 1:30 pm
Forum Annual Meeting: The Power of the Network / Brand Celebration
Details

Nikko I & II (3rd Floor)

The Forum’s 2017 Annual Meeting will be an opportunity to elect new Forum Directors, look back on Forum highlights of the past year and look ahead to the Forum's promising future. The meeting's program will include a special presentation to celebrate the power of our new and expanding philanthropic network, and the not-to-be-missed unveiling of the Forum’s new name and brand identity.

“Power of Our Network” Presenters to Include: Susan Taylor Batten, President and CEO, ABFE; David Biemesderfer, President and CEO, Forum of Regional Associations of Grantmakers (@dbiemesderfer); Chris Essel, President and CEO, Southern California Grantmakers (@Christine_Essel); Lyn Hunter, Senior Program Manager, Philanthropy Northwest (@LynHunter98118); Dwayne Marshall, Director of Programs & Partnerships, Southeastern Council of Foundations; Tamir Novotny, Executive Director, Emerging Practitioners in Philanthropy (@tamirnovotny).

1:45 - 3:00 pm

Concurrent Sessions

  • Session 1: The Next Rules of Association Value Creation: Part II
  • Session 2: Collaboration: It’s Not Just That You Collaborate, It’s the Way You Collaborate
  • Session 3: Inside Out: Doing Racial, Equity, Diversity and Inclusion Work Internally
  • Session 4: How to Assess Your Association’s Business Model and Find Ways to Strengthen It
Details
Session 1: The Next Rules of Association Value Creation: Part II

Monterey I (3rd Floor)

To build their organizations to thrive in the years ahead, association staff must think beyond membership and develop the ability to create other forms of distinctive value in collaboration with their stakeholders. The value creation process is about discovering actionable insights that can help answer three fundamental questions:

  • What are our stakeholders' problems, needs and outcomes?
  • What value elements matter most to our stakeholders?
  • What new solutions, services and support can we co-create with our stakeholders?

In Part II of this two-part learning experience, participants will have a chance to practice using what they learned in Part I and will emerge with specific action steps they can take to develop their capabilities as value creators for their organizations.

To prepare for this learning experience, participants should view the video content available starting July 5, 2017: http://4sightfir.st/assnnextrulesvideo

Speaker: Jeff De Cagna, Executive Advisor, Foresight First LLC (@dutyofforesight)

Session Materials:

 

Session 2: Collaboration: It’s Not Just That You Collaborate, It’s the Way You Collaborate

Nikko I & II (3rd Floor)

Engage in a dynamic conversation about the ethical principles that should be at the forefront of foundation collaboration. Through peer-to-peer debate and learning, participants will be invited to explore the content of proposed principles and exchange ideas on how they could be applied to advance their own organization’s programming and shared with the members they support.

Two years ago, some of the leading consulting groups supporting nonprofit and philanthropic collaborations – who are otherwise competitors – came together to create a set of guiding principles for collaborations occurring in the philanthropic environment, be they between foundations, nonprofits, government, private entities or some mix or combination. Since then, the group revised, and re-revised the principles so that they represented high aspiration, grounded in experience, and were applicable to philanthropic-sponsored collaborations broadly. Their work argues that how foundations “show up” and pursue collaboration is as important as the agendas pursued by those collaborations. Now, your insights, open mind, and creativity are needed to advance this important conversation!

Facilitators: Lauren Marra, Director, Community Wealth Partners, Jared Raynor, Director of Evaluation, TCC Group and Elissa Sloan Perry, Co-Director, Management Assistance Group (MAG)

Session Materials:

Session 3: Inside Out: Doing Racial, Equity, Diversity and Inclusion Work Internally

Nikko III (3rd Floor)

The idea of incorporating equity in philanthropy is gaining traction in the field, but the “how” of embracing equity can prove elusive—especially when PSOs and foundations turn that equity lens inward. What does equity “look like” inside a PSO or foundation? Where is the best place to start? How do PSOs and their member foundations bring all of their staff on board with an equity agenda—especially if an explicit focus on equity is something new and different? What are the biggest challenges in incorporating equity? What are examples of equitable practices that have been successfully implemented? In this session, you’ll hear from PSO colleagues about what they are doing broadly to incorporate equity internally, as well as how PSOs and funders are making equity a part of their day-to-day operations. Whether you're already incorporating equity internally or are just getting started, this session will provide you with concrete examples and advice to move the process forward.

Facilitators: Edward M. Jones, Director of Programs, ABFE and Kris Putnam-Walkerly, Putnam Consulting Group (@Philanthropy411)

Session Materials:

Session 4: How to Assess Your Association’s Business Model and Find Ways to Strengthen It

Carmel (3rd Floor)

Many association leaders struggle to decide how best to balance their available resources against their program vision and member needs. Participants at this workshop will come away with increased knowledge on how to measure their organization’s financial business model through a sustainability lens; and with a tool to help them conduct an assessment that informs programmatic decisions.

Presenters: Andreason L. Brown, Executive Vice President & CFO, Forefront and Stuart Cohen, Principal, Fiscal Management Associates

Session Materials:

3:30 - 4:45 pm
Collaborative Hubs
Details

Participate with your regional and national PSO colleagues in a structured conversation on how we can work together in new ways on critical issues and service areas for our work:

Philanthropy, Democracy and Civic Engagement: Census 2020

Monterey I, 3rd Floor

Learn what is happening across the country around both the 2020 census and how to work with members around issues of democracy and civic engagement.

Facilitators: Erin Skene-Pratt, Census 2020 Project Manager, Forum of Regional Associations of Grantmakers and Members of Midwest Cohort for the Forum's Census 2020 project

Session Materials:

Disasters & Resilient Communities: The Role of PSOs

Nikko I & II, 3rd Floor

What is philanthropy’s role in disasters and community crises? More specifically, what roles can PSOs play before, during, and after such events to catalyze and support their members as they respond? Join colleagues to learn about approaches, tools, and resources available and expertise we can tap within our network to strengthen our work individually and collectively.

Facilitators: Robert G. (Bob) Ottenhoff, President and CEO, Center for Disaster Philanthropy and Andrea Zussman, Manager, Regional Vibrancy and Sustainability, Northern California Grantmakers

How PSOs are Taking the Lead on Creating Impact Investing Ecosystems in Place: Practitioner Exchange

Carmel I, 3rd Floor

For PSOs that are working in the impact investing space, join your colleagues to discuss the leadership role PSOs are taking to develop the ecosystems of impact in their regions. The session will include preliminary research results from Mission Investors Exchange on local ecosystem building that includes more than 5 different PSOs’ experiences in the field.

Facilitators: Rosalie Sheehy Cates, Senior Advisor, The Giving Practice and Impact Investing Catalyst Fellow and Melanie Audette, Senior Vice President, and colleagues from Mission Investors Exchange

Learnings from Foundation Openness Work

Carmel II, 3rd Floor

Please join grantees of the Fund for Shared Insight and, Jennifer James from Harder+Company Community Research for an interactive conversation about increasing foundation openness.

Facilitators: Jennifer James, Senior Vice President, Harder+Company Community Research and grantees of the Forum's Fund for Shared Insight project

Session Materials:

Providing Community Foundation Services

Nikko I & II, 3rd Floor

Learn what your regional and national PSO colleagues are doing to provide services to community foundations, and explore how PSOs can continue to collaborate through the Forum to serve the community foundation field moving forward.

Facilitator: Marissa Manlove, President & CEO, Indiana Philanthropy Alliance

Racial Equity Hub

Nikko III, 3rd Floor

As the Forum’s Racial Equity Working Group begins their work, come discuss what their role will be and what else is happening and needed by PSOs who are doing this work internally and with their members.

Facilitator: Susan Taylor Batten, President and CEO, ABFE

Philanthropy Practice Hub

Nikko I & II, 3rd Floor

What is happening in the field around programming and curriculum for your members? What is the next generation of Essential Skills Curriculum and how can we organize around all the talent in our network? Join us as we reconfigure this work for the new Forum.

Facilitator: Debbie McKeon, Senior Vice President, Member Services, Council of Michigan Foundations

Providing Corporate Philanthropy Services

Nikko I & II, 3rd Floor

Join your colleagues for a roundtable discussion about our corporate philanthropy members. Topics may include (but are not limited to) programming and member services specific to corporate members, recruiting and retaining corporate members, corporate webinar series, and MCCI (Maximizing Corporate Community Investments).

Facilitator: Craig Weinrich, Director of Member Services, Council of New Jersey Grantmakers

Open Space for Networking and Meeting

Monterey II, 3rd Floor

Join in a conversation around using Liberating Structure or schedule your own in this open space. Liberating Structures are ways to conduct conversation to move projects or ideas forward in a group dynamic.

Facilitators: Audrey Haberman, Managing Director, The Giving Practice and Lyn Hunter, Senior Program Manager, Philanthropy Northwest

5:00 - 5:30 pm
Spoken Word Performance with YouthSpeaks
Details

Nikko I & II (3rd Floor)

One of the world’s leading presenters of Spoken Word performance, education, and youth development programs, Youth Speaks produces local and national youth poetry slams, festivals and reading series, alongside a comprehensive slate of arts-in-education programs during the school day, in the after-school hours and on weekends. In addition, they create internationally-recognized theater and digital programming, and have helped launch a national network of over 70 programs that believe in the power of young people.

5:45 - 7:00 pm
Clips, Conversation & Cocktails: Peter Nicks, Director of “The Force” (Pre-registration is required)
Details

Monterey I (3rd Floor)

Before heading out to dinner, join us for this special conversation with Peter Nicks, the director, producer and cinematographer of The Force, for which Nicks won the 2017 Sundance Film Festival documentary prize for Best Director. Nicks’ vérité documentary goes inside the Oakland Police Department as it struggles to rebuild trust in the community and shed its corrupt image while being challenged by fresh accusations of brutality and harassment and by an increasingly organized and urgent Black Lives Matter movement right outside its doorstep. A conversation with Nicks and Carrie Lozano, Director at International Documentary Association, introduced by Vince Stehle, Executive Director of Media Impact Funders, will be interspersed with clips from the film. 

6:30 pm

Outings and Activities

  • San Francisco Food and Walking Tour (6:30-9:30 pm)
  • Dine Arounds (7:00 pm)
Details
6:30-9:30 pm (meet in hotel lobby at 6 pm)

San Francisco Food and Walking Tour

This 2-mile walking tour will start in the heart of downtown San Francisco at Transamerica Redwood park. We will weave our way through the Financial District and the historic Jackson Square neighborhood as we discuss the influences and secrets of the Gold Rush. We will continue into North Beach and Chinatown to discuss the rich cultures and communities that make up these neighborhoods. Along the way, enjoy a variety of cuisine samples from the diverse communities of San Francisco, led by guides who grew up there. Pre-registration is required, $50 fee. Find out more about this tour and the tour guides.

7:00pm

Dine Arounds

 

Continue your conversations over dinner at one of San Francisco’s many great dining options. Additional information about the options and dinner leaders is available in the conference app. Sign-up at the registration desk and meet your dinner leader in the hotel lobby at 7 pm!

 

Wednesday, July 19, 2017

6:30 - 7:30 am
Morning Exercise Groups
Details
Energize the start of your day with a walk or run with other attendees. Sign up at the registration desk.

7:30 am
Registration Opens
Details

Outside of Nikko Ballroom I (3rd Floor)

Come pick up your name badge, program and other conference materials at the registration desk.

8:30 - 9:45 am
Breakfast Plenary Session: “Strengthening Philanthropy’s Voice: Foundation Leaders Roundtable”
Details

Nikko I & II (3rd Floor)

This session will provide an open and honest discussion among foundation CEOs about when and how the philanthropic sector, as well as individual foundations, can offer a strong and clear voice and point of view on critical issues facing our communities and country today. How can philanthropy find and strengthen its voice around issues of race, poverty, equity and injustice in turbulent times? If not now, when will philanthropy rise up and take action to focus on the nation’s most divisive and important issues? How do we lift our voice in national unity for transformational change using our resources for the common good in new and critical ways? How can philanthropy ramp up its engagement in advocacy and public policy at a time when it is most needed? What is the role for regional and national PSOs in ensuring a strong voice for philanthropy? This distinguished foundation leader roundtable will explore these and other critical questions, engaging with each other and with conference participants in a meaningful community dialogue.

Moderator: Kathleen Enright, President and CEO, Grantmakers for Effective Organizations (@EnrightGEO)
Conversationalists: Judy Belk, President & CEO, California Wellness Foundation (@CEO_CalWellness); Fred Blackwell, CEO, The San Francisco Foundation (@fredblackwelliv); Daniel Lee, Executive Director, Levi Strauss Foundation (@flybyboy)

10:00 - 11:15 am

Concurrent Sessions:

  • Session 1: 5 Questions A Healthy Organization Can Answer
  • Session 2: Supporting Our Member's Collaboration
  • Session 3: Philanthropy's Impact on Under-Resourced Communities
Details
Session 1: 5 Questions A Healthy Organization Can Answer

Nikko III (3rd Floor)

There are questions that every healthy organization should be able to answer to offer strategic guidance and a launch for evaluative practice. These include:

  • What is the "problem/issue" you seek to solve?
  • What is your unique contribution?
  • How do you make change happen (in relationship to the problem/issue)?
  • What are you learning in your work?
  • What do you need to do? (Planning)

To make the most of this session, attend with at least one other colleague from your organization.

Presenter: Jara Dean-Coffey, Principal and Founder, Luminare Group

Session Materials:

Session 2: Supporting Our Members' Collaboration

Carmel (3rd Floor)

Learn from Grantmakers for Effective Organizations, Minnesota Council on Foundations and Southern California Grantmakers about how they have experienced successful and challenging collaborations and what they have learned along the way.

Presenters: Nichole Hoeflich, Program Specialist, Grantmakers for Effective Organizations (GEO); Dave Sheldon, Vice President, Programs and Strategic Initiatives, Southern California Grantmakers and Alfonso Wenker, Vice President, Minnesota Council on Foundations

Session 3: Philanthropy's Impact on Under-Resourced Communities

Monterey I (3rd Floor)

'First, do no harm' is a tenet of the Hippocratic Oath taken by doctors. Perhaps philanthropists should take the same oath before they enter communities that are in need. How can philanthropy be most effective in serving historically under-resourced communities, and what is the role of PSOs to lead philanthropy in this area?

Conversationalists: Sarah Eagle Heart, CEO, Native Americans in Philanthropy and Jeanné L. L. Isler, Vice President and Chief Engagement Officer, National Committee for Responsive Philanthropy.

Session Materials: 

11:45 am - 12:30 pm

Mini-Concurrent Sessions:

  • Session 1: Emerging Practitioner Conversation with CEOs
  • Session 2: Balancing the Personal with the Professional as PSO
  • Session 3: Moment to Reflect on Lessons Learned
  • Session 4: Illumidata
Details
Session 1: Emerging Practitioner Conversation with CEOs

Nikko III (3rd Floor)

At this session, the CEOs and next-gen leaders of PSOs will have a chance to talk on an even footing about our hopes for our field and how we can advance them together. The discussion will draw from research projects conducted separately by Emerging Practitioners in Philanthropy and The Center for Effective Philanthropy, examining practitioners' views on philanthropy and areas where change is ripest or most pressing. Walk away from the discussion with a renewed sense of common ground and greater clarity on where and how we can work across generations to advance meaningful change in our sector.

Session 2: Balancing the Personal with the Professional as PSO

Monterey I (3rd Floor)

These times weigh heavily on many of us. In this session we'll look at some tools and ideas of how to keep things in balance when our personal feelings may come in conflict with our professional responsibilities and roles.

Presenter: Carly Hare, Coalition Director, CHANGE Philanthropy

Session 3: Moment to Reflect on Lessons Learned

Monterey II (3rd Floor)

Use this space for some personal reflection about the many messages and rich information shared over the last several days. What will you take home and use? What do you want to think more about? Who do you want to get in touch with? What were the best ideas you heard during the conference? What is hanging out in your heart and head? What will you do differently?

Session 4: Illumidata: a Data Initiative Designed to Bring All Forms of Social Sector Data Together in One Easy to Navigate Platform

Carmel (3rd Floor)

Join representatives from Fluxx and Council of Michigan Foundations to learn about an exciting data project that overlays different data sets from various partners to give a picture of needs and resources in specific geographic areas. This new project could change the way in which philanthropy deploys resources and measure impact when it gets off the ground. This conversation will explore the challenges and opportunities of taking on something this big.

Speakers: William Corkill, Director of Technology and Debbie McKeon, Senior Vice President, Member Services, Council of Michigan Foundations and David Goodman, Director of Impact, Fluxx Lab

12:45 - 2:00 pm
Closing Lunch and Plenary
Keynote Presenter: Lateefah Simon, President, Akonadi Foundation
Details

Nikko I & II (3rd Floor)

We’ll end the conference on an inspiring note with a closing keynote presentation by Lateefah Simon (@lateefahsimon), who will bring together the conference’s main themes and offer her own perspective on how to take what we’ve learned at the conference and move forward with our work. In addition to leading the Oakland-based Akonadi Foundation, which works to support and nurture racial justice movement building to eliminate structural racism, Simon is an elected official, winning a 2016 election to the BART Board of Directors, and she was appointed by the governor to the California State University’s Board of Trustees. A MacArthur “Genius” Fellowship recipient at age 26, Simon also brings many years of experience in advocating for low-income young women and girls and for juvenile and criminal justice reform.

2:00 pm
Conference Adjourns

 

Post-Conference Sessions

Wed, July 19, 2:00 - 9:00pm
CHANGE Philanthropy Meeting (open to CHANGE Partners only)

Wed, July 19, 2:30 - 6:00pm
Thur, July 20, 9:00am - 5:00pm

Wed, July 19, 2:30 - 5:30pm
Thur, July 20, 8:00am - 3:00pm