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2019 Forum Annual Conference

2019 Forum Annual Conference - July 15-17 in Cleveland, OH

The Forum’s 2019 Annual Conference will be the nation’s largest gathering of regional and national philanthropy-serving organizations.

#ForumCon19 will bring together the leadership and staff of all PSOs working to advance, inform and support the nation’s philanthropic sector. It’s the only conference where we can delve into our unique role as CEOs and staff of regional and national PSOs, connect with others in similar roles, and explore how we can work together to increase philanthropy’s impact.

The conference will focus on two major themes: advancing racial equity, diversity and inclusion in philanthropy; and advancing partnership and collaboration in philanthropy; focusing on the role for PSOs in this work. You’ll be inspired by a roster of engaging keynote speakers; build your skills in key functional areas for PSOs; have plenty of structured and informal time to network with your peers; and have several opportunities to explore Cleveland.

Please use #ForumCon19 for any social media posts around the conference.
Questions about the event?

Please contact Courtney Moore (202-888-7428) with any questions about registering for the conference and Maggie Osborn (202-386-6426) with any questions about the conference program. 

Emerging Leader Scholarships

The Forum is offering up to eight scholarships to allow emerging leaders within the Forum network to attend our 2019 Annual Conference. The scholarship will cover the recipient’s registration fee and up to three nights at the host hotel. Applications must be submitted online no later than May 10, 2019.

Apply for a scholarship

Program Highlights
  • CEO Summit for the chief executives of regional and national PSOs to come together for a fully day with your peers for in-depth learning, sharing and reflection.

  • Sessions for each of the Forum's Peer Communities to take a deep dive into your work and to connect with those who share your job responsibilities.

  • Emerging Practitioners Conversation for attendees with 10 years or less in philanthropy.

  • Mid-Level Practitioners Conversation for attendees neither at the beginning nor at the peak of leadership in your professional journey but somewhere in between.

  • Welcome reception at the Rock & Roll Hall of Fame.

  • A selection of highly practical and interactive skill-building sessions covering issues relevant to our unique roles at PSOs in areas of communication, policy, membership, programming and more.

  • Practical sessions on racial equity, diversity and inclusion to help you advance these issues in your organization and with your members.

PSO Board Member Convening

PSO board members will come together for a facilitated session that will focus on their role as PSO board members in an evolving field of practice, which will include an exploration of how PSOs can play leadership roles in such areas as public policy, programming or other areas either unique to their organization or commonly practiced by PSOs. This is the ONLY place where PSO board members can explore how to be effective in this unique board role, together with their peers, which can help a PSO advance its goals and strategies.

We’re offering a special Monday-only conference package for PSO board members at a rate of $295 that includes participation in the PSO board member convening, the conference’s opening plenary session, and the conference welcome reception. PSO board members are also invited to attend the full conference which includes the PSO Board Convening session. 

“I was honored as a board member to be asked to attend the United Philanthropy Forum conference last summer. The conference experience strengthened and expanded my skills and allowed me time with ICOF’s President to look at our work in different ways. I also was appreciative of the power of PSOs and the network. I continue to recognize learnings from the conference.”

- Beth Knipp, Board Vice Chair, Iowa Council of Foundations & Executive Director, Black Hawk County Gaming Association

Speaker Highlights

Phil Buchanan, Center for Effective PhilanthropyPhil Buchanan

Wednesday, July 17

“I think we undervalue nonprofits and nonprofit leaders in this country.”

Phil Buchanan, President of the Center for Effective Philanthropy, is a passionate advocate for the importance of philanthropy and the nonprofit sector and deeply committed to the cause of helping foundations and individual donors to maximize their impact. He'll discuss his new book Giving Done Right, a practical, inspirational guide to philanthropy at all levels of giving in a conversation with Janine Lee, President & CEO of the Southeastern Council of Foundations.

David Callahan, Inside Philanthropy HeadshotDavid Callahan

Tuesday, July 16

David Callahan is Founder and Editor of Inside Philanthropy. He has written extensively on trends in philanthropy, as well as American culture, public policy and business. Callahan is author, most recently, of The Givers: Wealth, Power, and Philanthropy in a New Gilded Age. He is the author of seven other widely reviewed books on domestic and international issues, including The Cheating Culture: Why More Americans Are Doing Wrong to Get Ahead. He'll join two other leading authors, speakers and thinkers who will share new perspectives and thinking about philanthropy and you will have the opportunity to engage in a deeper presentation and discussion with one of the three speakers.

Dr. Jennifer Eberhardt HeadshotDr. Jennifer L. Eberhardt

Tuesday, July 16

Dr. Eberhardt is the author of the 2019 book Biased: Uncovering the Hidden Prejudice That Shapes What We See, Think and Do - a look at unconscious bias and how ingrained stereotypes can infect our visual perception, attention, memory and behavior. She is a Professor, Department of Psychology at Stanford University. where she investigates the consequences of the psychological association between race and crime. She is also a recipient of a 2014 MacArthur “genius” grant. She'll join two other leading authors, speakers and thinkers who will share new perspectives and thinking about philanthropy and you will have the opportunity to engage in a deeper presentation and discussion with one of the three speakers.

Vanita Gupta at podiumVanita Gupta

Wednesday, July 17

Vanita Gupta is President and Chief Executive Officer of the Leadership Conference on Civil and Human Rights. She previously served as Acting Assistant Attorney General and Head of the U.S. Department of Justice’s Civil Rights Division. Appointed by President Barack Obama as the chief civil rights prosecutor for the United States, Gupta oversaw a wide range of criminal and civil enforcement efforts to ensure equal justice and protect equal opportunity for all during one of the most consequential periods for the division. She'll join other speakers in our closing plenary about how we can be disruptive and innovative in our work and help philanthropy continue to evolve to better serve our communities and country.

Tyehimba Jess HeadshotTyehimba Jess

Monday, July 15

Tyehimba Jess, a Pulitzer Prize-winning poet, will open our conference with excerpts from his award-winning work Olio. Jess' purpose behind writing Olio was to put together the work of first generation freed slaves to share their story and their suffering, as well as to create a piece of work that each reader will experience differently. We'll recognize the power of art and storytelling as tools to open our hearts and minds to the issues of racial equity. Olio won the 2017 Pulitzer Prize, the Anisfield-Wolf Book Award, The Midland Society Author’s Award in Poetry, and received an Outstanding Contribution to Publishing Citation from the Black Caucus of the American Library Association. 

Edgar Villanueva's headshotEdgar Villanueva

Tuesday, July 16

"We have to be honest about the sources of wealth and how wealth was accumulated in this country—a great part of it was on the backs of people of color, and now those communities are benefiting from just a very small percentage of dollars… Once you know, how can you not be equitable about how you’re distributing the money?”

Edgar Villanueva is a globally recognized expert on social justice philanthropy and the author of the 2018 book Decolonizing Wealth: Indigenous Wisdom to Heal Divides and Restore Balance, which offers hopeful and compelling alternatives to the dynamics of colonization in the philanthropic and social finance sectors. He'll join two other leading authors, speakers and thinkers who will share new perspectives and thinking about philanthropy and you will have the opportunity to engage in a deeper presentation and discussion with one of the three speakers.

When: 
Monday, July 15, 2019 to Wednesday, July 17, 2019
Where: 
Cleveland, OH
Westin Downtown Cleveland
Members: 
$550.00
Non-Members: 
$950.00
Leave blank unless you have been provided a code. You will see the discount code reflected in the final page of the checkout process.
Add to Calendar

Join the Forum at our 2019 Annual Conference!

The Forum’s 2019 Annual Conference will be the year's largest gathering of the CEOs and staffs of regional and national philanthropy-serving organizations (PSOs). Our conference is the ONLY event where we can delve into our unique role as CEOs and staff of PSOs, connect with colleagues in similar roles from across the country, and explore how we can work together to increase philanthropy’s impact. 

Registration Fees


Early-Bird Pricing Available Until May 17 (member / non-member)

  • Full-Conference: $550 / $950
  • PSO Board Member Convening: $295

Regular Pricing (member / non-member)

  • Full-Conference: $650 / $1,050
  • PSO Board Member Convening: $295

Add-ons During Registration (Early-Bird / Regular)

  • CEO Summit: $150/$195
  • Emerging Practitioners Workshop: $35
  • Mid-Level Practitioner Meeting: $35

Who is Eligible to Attend?


  • Regional philanthropy membership associations and organizations.
  • National identity-based philanthropy affinity groups, membership associations and organizations.
  • Regional and national issue-based philanthropy affinity groups, membership associations and organizations.
  • National practice-based affinity groups, philanthropy membership associations and organizations.
  • Regional and national philanthropy membership associations and organizations focused on a single type of funder.
  • National sector-wide philanthropy membership associations and organizations.
  • Academic centers of philanthropy
  • Sponsors
  • Board members & other leaders of philanthropy-serving organizations
  • Consultants with the endorsement of a Forum member organization

What's Included in My Registration Fee?


  • Full Conference- includes afternoon sessions, lunch and reception on 7/16; all sessions, breakfast, and lunch on 7/17; and all sessions, breakfast, and lunch on 7/18
  • PSO Board Member Convening- includes afternoon session, lunch and reception on 7/16.
  • CEO Summit- includes dinner on 7/14. Breakfast and morning sessions on 7/15

Cancellation Process


Cancellations received before June 28 will receive a partial refund minus a $100 cancellation fee. Cancellations received after June 28 will not be eligible for a refund. Please contact Courtney Moore (202-888-7428) to cancel your registration or transfer it to another person at your organization.

Registration FAQs


Step #1: Login

To register you will need an account on our website. If you already have an account, login with your email address and password. Aren't sure if you have an account? Enter your email address here to reset your password. If your email address isn't found, create an account. Please note that new accounts are not automatically approved and need to be activated by a Forum staff member. You may need to wait up to 24 hours for your account to be activated and you will receive an email once you have been approved.

Step #2: Register

Select the appropriate option in the list available at the top of the page and click the "Register Now" button. You will not see the options or "Register Now" button unless you are logged in. Go to your cart and make any adjustments to the quantities if you are registering more than one person. Click the "Checkout" button.

Step #3: Checkout

On the checkout page, indicate who each registration is for and fill out any additional information requested. If you are looking to register someone else from your organization but don't see them listed, please contact Courtney Moore (202-888-7428).

Registering Others at Your Organization?

Follow the steps above to create a login for yourself if you haven't already. Once logged in, select the appropriate option from the list and make any adjustments to the quantities in your cart if you are registering more than one person from your organization. On the checkout page, you'll be able to assign each registration option to another contact associated with your organization in our system. If you don't see them listed, please contact Courtney Moore for further assistance by including the names, titles, and email addresses of those you'd like to register.

Westin Downtown Cleveland hotel exterior at nightWestin Cleveland Downtown

777 Saint Clair Ave NE, Cleveland OH, 44114

Discover the ideal blend of sophistication, comfort and style at The Westin Cleveland Downtown. Set in the heart of downtown Cleveland, Ohio, our modern hotel features impeccable service and well-appointed rooms with floor-to-ceiling windows and city views. Explore nearby attractions, such as Cleveland Convention Center, the Rock and Roll Hall of Fame, the Lake Erie waterfront, Progressive Field and Quicken Loans Arena.

Group Rate: $189

Book Your Room

Accomodation Highlights
  • Complimentary guest room and meeting room Wi-Fi
  • Check-in: 3 pm / Check-out: 12 pm
  • 24-hour StayFit gym
  • 24-hour business center and in-room dining
  • Valet Parking: $16 per day, $24 per night
Visit the Westin Cleveland Downtown's website for more details

 


Book Your Room

A block of rooms is available to our attendees at a discounted rate of $189/night. Reservations can be made online or by calling 866-627-8085 and referencing our group name, "United Philanthropy Forum". This rate will be available until June 21, 2019 but may sell out earlier. We encourage to make your reservations as soon as possible. 

Book Now

Sunday, July 14, 2019

2:00 - 5:00 pm
Pre-Conference Outing: The Cleveland Museum of Art
Details

11150 East Blvd

The Cleveland Museum of Art consistently ranks as one of the best and most comprehensive art museums in the United States and one of the most-visited in the world. It is home to more than 45,000 works of art spanning 6,000 years.

A complimentary shuttle will be provided from the conference hotel to the museum for attendees who are interested in exploring the collection. Admission to the museum is free. The shuttle will leave from the hotel at 2 pm, 3 pm, and 4 pm. The shuttle will carry guests back to the hotel at 2:30 pm, 3:30 pm, 4:30 pm and 5:30 pm.

2:30 - 5:00 pm
Registration Open
Details

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

3:00 - 5:00 pm
Informal CEO Hub
Details

If you’re arriving early to Cleveland, use this open space to catch up with your CEO colleagues prior to the start of the conference.

5:00 - 6:00 pm
First Timer Welcome Reception
Details

The Cleveland Museum of Art (11150 East Blvd)

Is this your first time at a Forum conference? Please join us for this special reception for YOU. It’s a great opportunity to connect with the Forum’s board and staff who will all be on hand to ensure you have a great conference experience. This reception will be hosted by the Forum’s CEO Peer Community.

6:00 - 9:00 pm
CEO Reception and Dinner
Details

The Cleveland Museum of Art (11150 East Blvd)

All chief executives (presidents, CEOs, executive directors, etc.) are invited to attend this pre-conference social reception and dinner to connect with your peers in a fun, casual setting. The reception and dinner is included with your CEO Summit registration. Transportation will be provide to and from the Cleveland Museum of Art.

6:30 pm
Casual Dinner for Conference Attendees
Details

Will you be in town early for the conference? Join us at a local Cleveland 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 16, 2019

7:30 am
Registration Open
Details

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

The CEO Summit is a rare opportunity for the chief executives of regional and national PSOs to come together with your peers for in-depth learning, sharing and reflection. The Summit will feature a number of engaging and interactive elements being planned by colleagues and will be facilitated by an expert team from The Giving Practice. Key Summit sessions will include:

  • Looking to the Future of Philanthropy & Our Work: PSO leaders are often mired in the day-to-day details of keeping their organizations running smoothly. Being able to take some time to look out into the future is a luxury that many CEOs are not often able to afford. In this opening summit session, Lucy Bernholz will share her thoughts about critical future trends for philanthropy that PSO leaders should be thinking about right now, and what it could mean for the work of PSOs. She’ll encourage PSO leaders to look ahead and think about how their work and their leadership can or should change.

  • Micro-Talks: Five CEO leaders will offer brief five-minute presentations on five critical challenges for PSO leaders today, focusing on a key challenge they faced and their solution to that challenge.

  • PSO Partnership & Collaboration Working Session: This session will be an opportunity for PSO leaders to do a deep-dive into understanding and discussing how PSOs can be effective partners with each other and to help PSOs identify potential new partnership opportunities with other PSOs, with a focus on the CEO’s role in creating and successfully engaging in PSO partnerships and collaborations.

Guest Presenter: Lucy Bernholz, Director, Digital Civil Society Lab & Senior Research Scholar, Stanford University’s Center on Philanthropy and Civil Society

Facilitators: Sindhu Knotz, Manager Partner and Mark Sedway, Senior Partner, The Giving Practice

There is an additional $150 pre-conference fee) for the CEO Summit (which includes Sunday night’s reception and dinner).

9:00 am - 12:00 pm
Mid-Level Practitioners Workshop (Pre-registration is required)
Details

This session is designed for mid-level leaders who are required to manage up, down and out every day. We’ll focus on providing tips, tools and strategies for how to effectively facilitate in person meetings and conversations—something we all find ourselves doing in our PSO work. Attendees will learn about how to engage participants and maximize the energy in a room. This skill-building session is perfect for polishing up on your skills or building new ones that help you focus on gathering your members to maintain vibrant learning communities and opportunities for action that increase philanthropy’s impact.

Facilitator: Erin Gordon, Associate and Brian Tarallo, Managing Director, Lizard Brain Solutions

There is an additional $35 pre-conference fee for the Mid-Level Practitioners Workshop.

Emerging Practitioners Workshop (Pre-registration is required)
Details

Join your emerging practitioner colleagues to kick off the conference with the Emerging Practitioners Conversation. This year’s session will expose attendees to the history of Indigenous peoples and how it connects to conversations about racial equity and diversity through the Blanket Exercise. A “unique, participatory history lesson – developed in collaboration with Indigenous elders, knowledge keepers and educators – that fosters truth, understanding, respect and reconciliation among Indigenous and non-Indigenous peoples.” There will be a circle time following the exercise and additional conversation about the acknowledgement that the equity conversation that extends to all people and how we expand this conversation as part of the equity journey for ourselves and our members. This session is being presented in partnership with Forum member Native Americans in Philanthropy. Emerging Practitioners are those who are new to philanthropy or have less than ten years' experience.

Facilitators: To be confirmed

There is an additional $35 pre-conference fee for the Emerging Practitioners Workshop.

12:00 - 12:30 pm
Break

12:30 - 2:15 pm
Conference Opening Luncheon
Details

Tyehimba Jess, Pulitzer Prize winning poet, will begin our time together with excerpts from his award winning work Olio. Jess's purpose behind writing Olio was to put together the work of first generation freed slaves to share their story and their suffering, as well as to create a piece of work that each reader will experience differently. Recognizing the power of art and storytelling as tools to open our hearts and minds to the issues of racial equity, there is also a dissonance in this work that echoes the dissonance in philanthropy between the heart of philanthropy and the cultural reality of inequity..

With ambitious manipulations of poetic forms, Tyehimba Jess presents the sweat and story behind America’s blues, worksongs and church hymns. Part fact, part fiction, Jess's much anticipated second book weaves sonnet, song, and narrative to examine the lives of mostly unrecorded African American performers directly before and after the Civil War up to World War I. Olio is an effort to understand how they met, resisted, complicated, co-opted, and sometimes defeated attempts to minstrelize them. --from the publisher

2:15 - 2:30 pm
Transition

2:30 - 5:00 pm
PSO Board Member Convening
Details

PSO board members will come together for a facilitated session to focus on their role in an evolving field of practice, which will include an exploration of how PSOs can play leadership roles in public policy, philanthropic practice, programming and other areas that are either unique to their organization or commonly practiced by PSOs. This is the ONLY place where PSO board members come together with their peers to explore how to be effective in this unique governance role to help a PSO advance its goals and strategies.

Facilitators: Audrey Haberman, Managing Partner, The Giving Practice

2:30 - 5:00 pm
CEO Summit: Part 2
Details

The CEO Summit will continue with an afternoon session.

2:30 - 5:00 pm
Peer Community Sessions & Open Space
Details
Peer Communities

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! 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.

  • Communications Peer Community
  • Finance and Administraiton Peer Community
  • Membership Peer Community
  • Program Peer Community
  • Public Policy Peer Community
Open Space

Open space will be provide as well as space for meeting with colleagues or vendors at this time as well.

5:00 - 5:30 pm
Break

5:30 - 7:00 pm
Welcome Reception: Rock & Roll Hall of Fame
Details

Offsite: 1100 E 9th St

Celebrate the opening night of the conference with your colleagues over refreshments and light hors d’oeuvres at our welcome reception at the world–renowned Rock & Roll Hall of Fame.

Located on the shores of Lake Erie, the Rock & Roll Hall of Fame, recognizes and archives the history of the best-known and most influential artists, producers, engineers, and other notable figures who have had some major influence on the development of rock and roll.

Conference attendees will have the museum all to themselves and be able to explore the museum during and after the reception—the museum will stay open for us until 9:00 pm.

7:00 - 9:00 pm
Dine Arounds
Details
Continue your conversations over dinner at one of Cleveland's many great dining options.

 

Tuesday, July 16, 2019

7:30 am
Registration Open
Details

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

8:00 - 9:45 am
Breakfast Plenary: Revolution, Evolution and Devolution of Philanthropy and Philanthropy Practice
Details

Join three leading authors, speakers and thinkers who will share new perspectives and thinking around philanthropy. After you hear the speakers’ introductory talks in this session, you may choose to engage in a deeper presentation and discussion with one of the three speakers in the concurrent sessions that follow.

Speakers:

  • David Callahan (@DavidCallahanIP), founder and editor of Inside Philanthropy. He has written extensively on trends in philanthropy, as well as American culture, public policy and business. David is author, most recently, of The Givers: Wealth, Power, and Philanthropy in a New Gilded Age.
  • Dr. Jennifer Eberhardt, author of the 2019 book Biased: Uncovering the Hidden Prejudice That Shapes What We See, Think and Do; Professor, Department of Psychology at Stanford University; and recipient of a 2014 MacArthur “genius” grant.
  • Edgar Villanueva (@VillanuevaEdgar), author of the 2018 book Decolonizing Wealth: Indigenous Wisdom to Heal Divides and Restore Balance and Vice President of Programs and Advocacy of the Schott Foundation.

9:45 - 10:00 am
Transition

10:00 - 11:15 am
Concurrent Sessions: Deep Dive Conversations with Breakfast Plenary Speakers
Details
Deep Dive Conversations with Breakfast Plenary Speakers

After hearing initial comments from our three stellar breakfast plenary speakers, you’ll have a unique opportunity to engage in a deeper conversation with one of the three speakers of your choice. Each speaker will share some additional thoughts as a follow-up to their breakfast presentation, and then engage in Q&A and conversation with participants.

11:15 - 11:45 am
Break

11:45 am - 1:30 pm
United Philanthropy Forum Annual Meeting: “The Power of PSO Partnership”
Details

The Forum’s 2019 Annual Meeting will be an opportunity to elect new Forum Directors, celebrate our volunteer leaders and their contributions, look back on Forum highlights of the past year and look ahead to the Forum's promising future. The meeting will feature a plenary session with leaders from the Forum network who will reflect on new PSO partnerships that have resulted from the new and expanded Forum network over the past 2.5 years and potential the network holds for future collaboration and partnership opportunities that will help strengthen and advance our field.

1:30 - 1:45 pm
Transition

1:45 - 3:15 pm

Concurrent Sessions

  • Session 1: Engaging in Effective Meeting Facilitation
  • Session 2: The PSO Field Guide to Partnership and Collaboration
  • Session 3: Rural Philanthropy: What Do We Need to Do to Support Rural Communities?
  • Session 4: Racial Equity Workshop Part I
Details
Session 1: Engaging in Effective Meeting Facilitation

PSO staff find themselves facilitating virtual and in-person meetings all the time, from committee meetings to member convenings, yet many of us have never been trained on how to be effective facilitators. This session will provide tips, tools and strategies for meeting facilitation that help increase member engagement. Attendees will learn about how to create vibrant gatherings, conversations and webinars to engage participants and maximize the energy of their meetings. This skill-building session is perfect for PSO staff with limited previous training in this area or for those just looking for a quick refresher.

Speakers: Erin Gordon, Associate and Brian Tarallo, Managing Director, Lizard Brain Solutions

Session 2: The PSO Field Guide to Partnership and Collaboration

Join us on the trail to discuss the release of the long-awaited PSO Field Guide that provides the stories of victory and defeat and provides details on the equipment necessary for successful partnerships and collaboration among PSOs and our partners. This guide has been developed by the Forum network for the Forum network, in response to our network’s growth in regional and national PSO members—all of whom operate in different ways and have unique cultures. Come navigate the trail using the Field Guide and provide your feedback to constantly improve this exciting new tool for PSOs.

Speaker: Mark Sedway, Senior Partner, The Giving Practice

Session 3: Rural Philanthropy: What Do We Need to Do to Support Rural Communities?

Rural communities have suffered from a lack of serious attention and understanding from philanthropy. What can PSOs do to change this dynamic and engage more of our members in work in these parts of our regions and in these populations that have been unseen and unheard?

Speakers: John Feather, Chief Executive Officer, Grantmakers in Aging; Lyn Hunter (@LynHunter98118), Director, Regional Strategies and Networks, Philanthropy Northwest; and Allan Smart, Project Director, Rural Philanthropy Analysis Project at Campbell University

Session 4: Racial Equity Workshop Part I

Join us in this two-part workshop to explore how to advance an equity framework and to learn about examples of the framework in practice, through a mix of learning, discussion and peer-based problem solving. The workshop will provide space for participants to discuss your approaches, challenges and goals around understanding, practicing and advancing equity, with opportunities for participants to connect with others at similar places in their equity journey.

Facilitators: Aja Couchois Duncan, Senior Consultant and Sheryl Petty, Senior Consultant, Management Assistance Group

Please note this workshop is a two-part session that will continue through the next concurrent and close at 5:15

3:15 - 3:45 pm
Break

3:45 - 5:15 pm

Concurrent Sessions

  • Session 1: Racial Equity Workshop Part II
  • Session 2: REDI Consultants: How to Find Them, Engage Them and Manage the Relationship
  • Session 3: Opportunity Zones and Impact Investing: What is the Role for PSOs?

Think Tank: Equitable Evaluation Initiative

More sessions to come!

Details
Session 1: Racial Equity Workshop Part II

This will be reserved for those who attended Part I of this workshop.

Facilitators: Aja Couchois Duncan, Senior Consultant and Sheryl Petty, Senior Consultant, Management Assistance Group

Session 2: REDI Consultants: How to Find Them, Engage Them and Manage the Relationship

Join representatives from the National Network of Consultants to Grantmakers, Equity in the Center and The Giving Practice in a conversation about the challenge of finding and engaging the right consultants for your work to advance racial equity, diversity and inclusion in philanthropy. How do you know that a consultant is right for your culture and place in the work? What is the difference between a workshop, presentation or a longer-term arrangement and does it matter when it comes to REDI work?

Speakers: Audrey Haberman, Managing Director, The Giving Practice; David Maurrasse, Founder and President, Marga Incorporated and REDI Committee Member of National Network of Consultants to Grantmakers; Kerrien Suarez, Executive Director, Equity in the Center (moderator) along with other colleagues from the consulting field

Session 3: Opportunity Zones and Impact Investing: What is the Role for PSOs?

Join your colleagues and experts from the field to talk about Opportunity Zones and Impact Investing strategies to understand the role for PSOs in ensuring that communities are ready, willing and able to be places for the investments. What is the role of PSOs in ensuring that there is equity and community preservation at the center of any of these investments?

Speakers: Lyn Hunter (@LynHunter98118), Director, Regional Strategies and Networks, Philanthropy Northwest; Adam Northrup, Financial Strategist, Locus Impact Investing; and others to be confirmed

Think Tank: Equitable Evaluation Initiative

Learn from your colleagues about the work they are learning and asking the field to commit to around equitable evaluation for your foundation members.

5:15 - 5:45 pm
Break

5:45 - 7:00 pm
Clips, Conversation & Cocktails
Details

Before heading out to dine in Cleveland, join us for some light refreshments and a conversation and clips from a powerful documentary, hosted in partnership with Forum member Media Impact Funders.

Speakers: Vince Stehle, Executive Director, Media Impact Funders (@VinceDaily)

Times Vary

Outings and Activities (Pre-registration is required)

  • Corner Alley Bowling (6:00 - 9:00 pm)
  • Brewery Tour (6:00 - 9:00 pm)
  • Cleveland Creameries Tour (6:00 - 8:00 pm)
  • Walking History Tour (6:00 - 9:00 pm)
Details
Corner Alley Bowling (6:00 - 9:00 pm)

Join your colleagues for a fun night of bowling at Corner Alley Bowling! This activity includes three hours of bowling, shoe rental, food and fountain drinks. This activity is a short walk from the hotel.

Cost: $45. Advance registration is required and limited to 18 guests

Brewery Tour (6:00 - 9:00 pm)

Great Lakes Brewing Company is one of the original breweries and has been brewing in Cleveland since 1988, making it one of the first to start the brew craze in the city. Here guests will take a private tour and then come back to the tasting area to enjoy five samples of their choice. We’ll then take a short ride to Platform Brewery and enjoy a flight of their beers along with WAFL sandwiches—a local specialty—and a sweet treat ending.

Cost: $60. Advance registration is required and is limited to 15 guests.

Cleveland Creameries Tour (6:00 - 8:00 pm)

Mitchell’s Ice Cream in Ohio City opened 20 years ago and has been utilizing only the best locally sourced ingredients ever since! We will enjoy a private talk in the Rialto Room to find out what is behind the success of this creamery; and then sample the goods as you tour the ice cream kitchen. From there we’ll visit the Cleveland Arcade, America’s first Indoor Shopping Center, which opened in 1890. Here we’ll savor the tasty treats of Cathy’s Creamery with a custom-made ice cream sandwich, as we marvel at the architecture of this beautiful building.

Cost: $45. Advance registration is required and limited to 25 guests.

Walking History Tour (6:00 - 9:00 pm)

In 2018, The American Planning Association (APA) named Public Square in Cleveland one of the five Great Public Spaces on APA’s annual Great Places in America list. We’ll tour some of the historic gems of Public Square including Soldiers and Sailors Monument, which will be celebrating its 150th anniversary; Old Stone Church, which is the oldest structure on Public Square; and the first electric street light that on April 29, 1879, first flickered to light and led to Public Square becoming the first outdoor public space in America fully illuminated by electrical light. Learn about Ohio’s first ”modern skyscraper” and Cleveland’s iconic Terminal Tower. Then enjoy a light bite at Heinen’s downtown and hear how this grocery store chain and historic building have melded into a popular tourist destination.

Cost: $30. Advance registration is required and is limited to 25 guests.

 

Wednesday, July 17, 2019

7:30 am
Registration Opens
Details

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

8:00 - 9:30 am
Breakfast Plenary Session: "Giving Done Right"
Details

Join our colleague Phil Buchanan as he discusses his new book Giving Done Right and what it says to the PSO field in how we frame and also celebrate good philanthropy in an era when it is necessary to hold philanthropy accountable for its mistakes, foibles and inequity. How can we honor and serve the field that holds so much generosity and love while also fighting against its harmful practices and participants?

"Phil Buchanan knows and celebrates the diversity of the nonprofit sector, from the smallest community-based organization to the largest university or museum; from the individual donor making small annual gifts to her favorite charities to the largest private foundation awarding hundreds of millions in grants. Giving Done Right is full of data, insights and helpful suggestions for us all."—Carol Larson, President and CEO, David and Lucile Packard Foundation

Speaker: Phil Buchanan (@philxbuchanan), President, Center for Effective Philanthropy and Janine Lee, President & CEO, Southeastern Council of Foundations (moderator)

9:30 - 9:45 am
Transition

9:45 - 11:00 am

Concurrent Sessions

  • Session 1: The PSO Business Model
  • Session 2: The Blanket Exercise: A Participatory Experience of Native American History
  • Session 3: Time-Limited Philanthropy: What the Research Tells Us about This Growing Trend

Think Tank: Trust-Based Philanthropy

More sessions in the works!

Details
Session 1: The PSO Business Model

How do PSO fashion their business models and ensure stability and growth in an ever-changing field of philanthropy? What have we learned from colleagues who have created business models that work and set them on a sustainable course into the future? Come hear from representatives from PSOs that contributed to the recently released guide created by The Giving Practice in partnership with United Philanthropy Forum.

Speaker: Audrey Haberman, Managing Director, The Giving Practice

Session 2: The Blanket Exercise: A Participatory Experience of Native American History

Join Native Americans in Philanthropy for this powerful experience exposing attendees to the history of Indigenous peoples through the Blanket Exercise. A “unique, participatory history lesson – developed in collaboration with Indigenous elders, knowledge keepers and educators – that fosters truth, understanding, respect and reconciliation among Indigenous and non-Indigenous peoples.”

There will be a circle time following the exercise and additional conversation about the acknowledgment that the equity conversation that extends to all people and how we expand this conversation as part of the equity journey for ourselves and our members.

Session 3: Time-Limited Philanthropy: What the Research Tells Us about This Growing Trend

Join representatives from the National Center for Family Philanthropy and Rockefeller Philanthropy Advisors to examine recent national and international research to help us better understand time-limited philanthropy and how donors view and approach philanthropic time horizons. Participants will also discuss how the research might impact the work of PSOs.

Speakers: Jason Born, Vice President for Programs, National Center for Family Philanthropy and Olga Tarasov, Director, Knowledge Development, Rockefeller Philanthropy Advisors

Think Tank: Trust-Based Philanthropy

The Whitman Institute, leader in the field of trust based philanthropy, describes Trust-Based Philanthropy this way: Trust-Based Philanthropy is informed by a decade of experience that funder-grantee relationships are stronger when they are built on the foundation of trust. The idea is simple: philanthropy can be more effective when funders approach their grantee relationships from a place of trust rather than suspicion. We believe efforts to create social, political, and economic equity will be more successful if philanthropy embeds trust, dialogue, and relationship-building in its practices with grantees. Join Forum board member Phil Li in a conversation about how to bring these practices to your foundation members.

Conversationalist: Phil Li (@phipster), President & CEO, Robert Sterling Clark Foundation

11:00 - 11:30 am
Break

11:30 am - 12:30 pm

Concurrent Sessions

  • Session 1: Blanket Exercise Circle
  • Session 2: Emerging Practitioners & CEO Conversation

Think Tank: A Conversation with Candid’s Jacob Harold

More sessions in the works!

Details
Session 1: Blanket Exercise Circle

Join those who participated in the Blanket Exercise for a conversation, debrief and some healing dialogue about what your experiences and to answer your questions. We will also discuss how this connects to the larger conversation and work around racial equity, diversity and inclusion for you personally and for your PSO.

Session 2: Emerging Practitioners & CEO Conversation

Emerging practitioners & CEOs will come together for a conversation about issues that surfaced during the pre-conference session for the emerging practitioners around culture, roles, trends and changes in the field. This is a repeat of the session held last year to great accolades and one that energized all.

Think Tank: A Conversation with Candid’s Jacob Harold

Learn about Candid, the new corporation that is the result of the merger of The Foundation Center and Guidestar and how Candid sees the future for the company. Join Jacob Harold, Executive Vice President of Candid, in an informal discussion of what the field needs from Candid and what your hopes are for the future of foundation and sector data. How would you like to be able to access and use data? What data do you and your members need for your work? What are the barriers and opportunities currently? He is here to listen to you!

Conversatinalist: Jacob Harrold (@jacobharold), Executive Vice President, Candid

12:30 - 12:45 pm
Transition

12:45 - 2:15 pm
Conference Closing Luncheon- Revolution, Evolution, Devolution: Moving the Energy to Action
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All around us the country is changing and philanthropy is changing with it. The role PSOs play in this change can be significant and calls for our courage and tenacity in pushing philanthropy to greater impact and accountability. A key component of this is engagement is the support and strengthening of civil society through philanthropy. In this closing session we’ll hear from several speakers who will make the case for why working in the arena of advocacy and policy is not optional in the work of philanthropy but rather central to the impact the field hopes to make in fulfilling its role in our democracy. How can we be disruptive and innovative in our work and help philanthropy continue to evolve to better serve our communities and country by moving the energy to action?

Speaker: Vanita Gupta (@vanitaguptaCR), President and Chief Executive Officer, Leadership Conference on Civil and Human Rights. Others to be announced.

2:15 pm
Conference Adjourns

 

Post-Conference

July 17, 2:00 - 4:30pm
Airport Shuttle
Details

A shuttle from the Westin to the Cleveland airport is available for attendees. The shuttle will depart from the Westin at 2:00 pm, 3:15 pm and 4:30 pm.

Cost: $25. Advance registration is required.

July 17, 2:30 - 6:00pm
Drupal-Salesforce Users Group
Details

July 17, 3:00 - 5:00pm
Racial Equity in Philanthropy Fund Grantee Roundtable
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Grantees of Borealis Philanthropy’s Racial Equity in Philanthropy (REP) Fund, which includes the Forum and many Forum members, will use this space for some informal sharing and updating on the work they are doing with the REP Fund support to advance racial equity in philanthropy. If you are not a REP Fund grantee, you are welcome to join the roundtable to listen to the grantee updates.

July 18, 9:00 am - 5:00pm
Drupal-Salesforce Users Group
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The annual in-person meeting of current users of the Forum's Knowledge Management Collaborative Users Group. Attendance is limited to users of the Forum's Drupal-Salesforce Platform.

Plenary Session Speakers


Phil Buchanan

Center for Effective Philanthropy

David Callahan

Inside Philanthropy

Jennifer L. Eberhardt

Stanford University

Vanita Gupta

Leadership Conference on Civil and Human Rights

Tyehimba Jess

Poet

Janine Lee

Southeastern Council of Foundations

Edgar Villanueva

Schott Foundation for Public Education

Concurrent Session Speakers


Lucy Bernholz

Stanford University’s Center on Philanthropy and Civil Society

Aja Couchois Duncan

Management Assistance Group

John Feather

Grantmakers in Aging

Erin Gordon

Lizard Brain Solutions

Audrey Haberman

The Giving Practice

Jacob Harold

Candid

Lyn Hunter

Philanthropy Northwest

Sindhu Knotz

The Giving Practice

Philip Li

Robert Sterling Clark Foundation

David Maurrasse

Marga Inc.

Adam Northup

LOCUS Impact Investing

Sheryl Petty

Management Assistance Group

Mark Sedway

The Giving Practice

Allen Smart

Campbell University

Vincent Stehle

Media Impact Funders

Kerrien Suarez

Equity in the Center

Brian Tarallo

Lizard Brain Solutions

Olga Tarasov

Rockefeller Philanthropy Advisors

The attendee roster is restricted to members of the Forum and conference registrants. Please login to view it.

The Forum’s 2019 Annual Conference will be this year's largest gathering of the CEOs and staffs of regional and national philanthropy-serving organizations (PSOs) in the field. The conference is the ONE opportunity where we can delve into our unique role as CEOs and staff of PSOs, connect with colleagues in similar roles from across the country, and explore how we can work together to increase philanthropy’s impact.

The conference will focus on two major themes: advancing racial equity, diversity and inclusion in philanthropy, and the role for PSOs in this work, and advancing collaboration and partnership among PSOs and the broader philanthropic sector. Conference sessions will also provide plenty of opportunities for deep skill-building in the areas of highest importance to PSOs, and plenty of time for meaningful peer-to-peer networking and interaction.

Please contact Courtney Moore (202-888-7428) with any questions about registering for the conference and Maggie Osborn (202-386-6426) with any questions about the conference program. 

Connect With the Conference


Stay connected with the conference through social media using #ForumCon19 and following @unitedphilforum on Twitter. Stay tuned for more information about our conference app.

Non-Solicitation Policy


United Philanthropy Forum seeks to create a community of shared inquiry characterized by mutual respect and trust.  While Forum programming is meant to encourage a free and open exchange of ideas, the opinions expressed are not necessarily those of United Philanthropy Forum.  Also in keeping with a mutually respectful environment, we ask all program participants to refrain from soliciting funds or business during Forum conference sessions.

Planning Committee


This year's conference wouldn't be possible without the leadership and contributions of our planning committee:

  • Deborah Aubert Thomas, Philanthropy Ohio
  • Kari McCann Boutell, Iowa Council of Foundations
  • Stephanie Chan, Funders Together to End Homelessness
  • Kendall Clawson, Grantmakers of Oregon and Southwest Washington
  • Paul D. Daugherty, Philanthropy West Virginia
  • Nick Deychakiwsky, Charles Stewart Mott Foundation
  • John Gest, Philanthropy Ohio
  • Maria Gonzales Jackson, Grantmakers in Aging
  • Elyse Gordon, Philanthropy Northwest
  • Gina Jackson, Native Americans in Philanthropy
  • Andrea Judd, Council of Michigan Foundations
  • Roshni Melia, Media Impact Funders
  • Justin Scheid, Hispanics in Philanthropy
  • Barbara Taylor, Grantmakers of Western Pennsylvania
     

Directions


The Hyatt Regency is 13 miles from Cleveland Hopkins International Airport. 

Public Transportation

The Greater Cleveland Regional Transit Authority provides regular train service between the airport and downtown Cleveland via Red Line to the Tower City Station. The station is located on the lower level of the main terminal and can be reached via the elevators or escalators located in the center of the ticketing and baggage claim levels. 

From Tower City Station, the Westin can be reached via several bus routes or 0.5 mile walk. Plan your trip with the RTA's website.

Transportation Network Companies & Shared Shuttles

Uber/Lyft service is available. Fares will vary. Shared ride vans are also available.

Taxi

The Cleveland airport offers a dedicated taxi service with a fleet of white vehicles operated by Ace Taxi and Americab. The taxi entrance is at the South end of the baggage claim. Credit cards are accepted. Approximate cost from the airport is $35.

Driving

Valet parking is $16 per day, $24 per night. Hourly public parking is also available in the surrounding area. 

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