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Conference Materials

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CEO Summit

Resources from a pre-conference session that was moderated by The Giving Practice and featured Lucy Bernholz of Stanford University’s Center on Philanthropy and Civil Society who discussed thinking about the future of their work and how leadership can or should change. A few PSO leaders shared challenges that they faced and solutions that discovered to combat that challenge, do deep-dives into understanding and discussing how PSOs can be effective partners to maximize impact.

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Communications Peer Community

Resources from the 2019 Forum Annual Conference in Cleveland, OH where attendees engaged in conversation about communications and following best practices. Attendees formed groups and discussed a series of questions to learn alternative ways of sharing information, best platforms to share news and more. Attendees collected best practices, tips and tricks for being more efficient and foraging new connections that will extend your network of PSO communications colleagues.

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Advancing Racial Equity in Philanthropy Workshop

Resources from a concurrent session during the 2019 Forum Annual Conference in Cleveland, OH that was facilitated by Change Elemental who led a two-part workshop on how to apply an equity framework to one's work in order to advance their awareness and understanding and strengthen engagement in equity-based approaches and practices. 

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Engaging in Effective Meeting Facilitation

Resources from a concurrent session during the 2019 Forum Annual Conference in Cleveland, OH that featured Erin Gordon of Lizard Brain Solutions who discussed the importance of being trained to be effective facilitators. This session provided tips, tools, and strategies for effective meeting facilitation that can help increase member engagement. 

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Innovation & Impact of Lean, Mean, Producing Machine PSOs

Resources from a concurrent session during the 2019 Forum Annual Conference in Cleveland, OH that featured Paul D. Daugherty of Philanthropy West Virginia who discussed the innovation and impact of teams of 5 or fewer staff within the philanthropic sector. In this session, attendees shared the highlights of their work, tools for membership growth & engagement, strategic partnerships, and the furthering advancement of REDI and policy impact. 

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Public Policy Peer Community 2019 Conference Session Materials

Resources from a concurrent session during the 2019 Forum Annual Conference in Cleveland, OH that featured representatives of ABFE, Funders Together to End Homelessness, and Philanthropic Initiative for Racial Equity who engaged in dialogue about the principles of equity and inclusion to guide policy work and shifting philanthropic culture to recognize the value of public policy and advocacy in achieving racial equity goals. 

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The PSO Field Guide to Partnership and Collaboration

Resources from a concurrent session during the 2019 Forum Annual Conference in Cleveland, OH that featured representatives from The Giving Practice and Southern California Grantmakers who discussed the release of the long-awaited PSO Field Guide that provides stories of victory and defeat and details on the equipment necessary for successful partnerships and collaborations among PSOs and partners.

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