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TEST- 2017 PolicyWorks Institute

Wednesday, July 19, 2017 to Thursday, July 20, 2017
San Francisco, CA
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The Forum’s PolicyWorks Institute is designed to support all regional and national philanthropy-serving organizations in strengthening your policy work. There will be opportunities to learn from your peers, engage in hands-on skill-building sessions and hear from thought leaders. For 2017, the Institute will have a bigger focus on sessions to engage not just staff of philanthropy-serving organizations but also your volunteer philanthropy leaders.

Please use #PolicyWorks17 for any social media posts around the conference. 


Registration is now open! There is a $125 registration fee to attend. Volunteer leaders, and other Institute participants not attending the Forum’s full annual conference, are also invited to register for the last day of the Forum's Annual Conference on Wednesday morning, July 19 or for just the closing lunch. We will be offering special programming during the morning of Wednesday, July 19 for volunteer leaders to connect with each other. Please see our registration tips for help registering.

Who Can Attend

Forum members (regional and national PSOs) and their volunteer philanthropy leaders.


Please contact Erin Skene-Pratt with any questions about the event.

Schedule at a Glance

Wednesday, July 19, 2017

7:00 am - 6:30 pm: Registration Open

8:30 - 9:45 am: Forum Annual Conference Breakfast Plenary Session: “Strengthening Philanthropy’s Voice: Foundation Leaders Roundtable” 
* Open to Institute attendees with additional Wednesday conference registration

10:00 am - 12:30 pm: Forum Annual Conference: Roundtable Discussions with Peers
*Open to Institute attendees with additional Wednesday conference registration

12:45 - 2:00 pm: Forum Annual Conference Closing Lunch and Plenary
*Open to Institute attendees with additional Wednesday conference registration

2:30 - 3:45 pm: PolicyWorks Institute Opening

3:45 - 5:00 pm: Navigating the Road Ahead

5:00 - 6:00 pm: Reception

6:30 pm: Dine Arounds

Thursday, July 20, 2017

7:00 am - 3:30 pm: Registration Open

7:30 - 8:00 am: Breakfast

8:00 - 10:00 am: The Insiders Perspective on Key Federal and State Policy Issues

10:15 - 11:15 am: Framing Our Issues in the New Political Environment

11:30 am - 12:30 pm: Policy Peer Community: Strategies that Work

12:30 - 1:15 pm: Lunch

1:15 - 2:15 pm: Laying the Groundwork for Action

2:30 - 3:30 pm: Closing: Speaking Through Media

Check out the full agenda
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Planning Committee

  • Seyron Foo, Southern California Grantmakers (Chair)
  • Kari Boutell, Iowa Council of Foundations
  • Delia Coleman, Forefront
  • Bill Engel, Hyde and Watson Foundation
  • Theresa Jacks, Council of New Jersey Grantmakers
  • Karla Mercado, Southern California Grantmakers
  • Michael Remaley, Philanthropy New York
  • Ellah Ronen, California Community Foundation
  • Christopher Wilbanks, Robert and Polly Dunn Foundation

How to Register

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

Go to the event page and select the appropriate option in the list and click the "Register Now" button. 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 (staff or volunteer leader) 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.

Conference Hotel

Hotel Nikko Lobby

Hotel Nikko

222 Mason Street, San Francisco, CA 94102

Located just steps from Union Square in the heart of San Francisco, the Hotel Nikko is an urban retreat with easy access to plenty of dining, nightlife and shopping options. Hop on the cable cars a block away and explore the city sights and nearby museums. Stroll along Fisherman's Wharf and marvel at the famous sea lions that lounge on Pier 39, or hop on the bus and plan a picnic in Golden Gate Park. Located in the midst of Union Square, our hotel gives you instant access to San Francisco's most iconic destinations.

Visit Hotel Nikko website for details
Benefits for Our Guests

Attendees who book a room at the discounted rate in our block at the Hotel Nikko will also receive:

  • complimentary wi-fi in your sleeping room
  • complimentary access to the hotel's 10,000 sq ft health club accessible 24/7 ($25 value)

Book Your Room

Our room blocks are now closed. We do have a few rooms that are still availabile, please contact Mary O'Neill for more information.

About San Francisco

San Francisco- Cable CarsSan Francisco is best known for its scenic beauty, cultural attractions, diverse communities, and world-class cuisine.  Measuring 49 square miles, this walkable city includes landmarks like the Golden Gate Bridge, cable cars, Alcatraz and the largest Chinatown in the United States.  A stroll of the city's streets can lead from Union Square to North Beach to Fisherman's Wharf, with intriguing neighborhoods to explore.  


San Francisco is one of the easiest cities in the world to navigate. Because the city is so compact, there are plenty of transportation options abound, including its world-famous cable cars, public transportation and ride-sharing. Find out more


Each of San Francisco's major neighborhoods has its own district culture and charm - from shopping around Union Square to dim sum in Chinatown. Check out an introduction to the city's most prominent locales.


San Francisco has more restaurants per capita than any other major city in the U.S. Local chefs combine the best of local ingredients with authentic international flavors. Every day, fishing boats supply the freshest seafood in the world. Local farms provide produce and meat stock that is unparalleled.