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2017 Forum Annual Conference Agenda

Sunday, July 16, 2017


2:30 - 6:00 pm

Registration Opens

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

3:00 - 5:00 pm

Pre-Conference Outing

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.

CEO Hub

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

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

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

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

8:00 am - 12:00 pm

CEO Summit – Part I

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
Presented in Partnership with Emerging Practitioners in Philanthropy (EPIP)

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 CEP 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.

Pre-registration is required to attend.

11:00 am - 12:00 pm

New Staff Orientation

New to your job with your PSO? Join us for this helpful introduction to our network. Test your knowledge about the Forum, hear from a PSO staff member about the value of the Forum, and spend time getting to know your peers.

12:15 - 1:30 pm

Opening Lunch & Keynote: “Race, Equity & Philanthropy”
Keynote Speaker: Dr. David R. Williams, Harvard University

Our opening keynote speaker will explain why race and ethnicity matter so profoundly when addressing issues of equity. Internationally recognized Harvard professor 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.

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.

1:30 - 2:30 pm

Dessert and Discussion

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?

2:30 - 3:00 pm

Heart, Mind & Body Break

Give yourself time to connect, refresh, nourish and add your thoughts to our heart and mind wall.

3:00 - 5:00 pm

CEO Summit - Part II

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. There will also be open space for thinking, meeting and connections.

  • Communications Peer Community
  • Program Peer Community
  • Membership Peer Community
  • Finance and Administration Peer Community
  • Public Policy Peer Community
  • Racial Equity, Diversity & Inclusion Peer Community
  • Open Spaces

5:30 - 7:00 pm

Opening Reception
Yerba Buena Center for the Arts

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 must 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.”

7:00 - 9:00 pm

Dine Arounds

Continue your conversations over dinner at one of San Francisco’s many great dining options. Sign-up at the registration desk!

9:00 - 10:00 pm

CHANGE Philanthropy Networking

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

Tuesday, July 18, 2017


6:30 - 7:30 am

Morning Exercise Groups

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

8:30 - 9:45 am

Breakfast Plenary: “Philanthropy and the Intersectionality of Issues”
Keynote Presenter: Dr. Robert K. Ross, President and Chief Executive Officer, The California Endowment

Join Dr. Robert K. Ross for a conversation about the intersectionality of health, poverty and racism. Dr. Ross will share his thoughts on the current state of the philanthropic sector, his work at TCE and his philanthropic journey. As part of its bold campaign to build healthy communities, TCE seeks to narrow health gaps for boys and men of color. This has resulted in significant investments in research, community-based organizations, trainings and other activities. Last year, Dr. Ross spent several months traveling around the country speaking with policy experts, elected leaders, community activists and young men in order to deepen his understanding of what more is needed to narrow health gaps for men of color. What has his experienced revealed about the state of equity in our country and philanthropy’s role in making things right?

9:45 - 10:00 am

Transition

10:00 - 11:30 am

Concurrent Sessions

Session 1: Communications - Feeding the Beast

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 colleagues from the Communications Network and your national and regional PSO colleagues to discuss how to tame the beast.

Session 2: Impact Investing 101

What does it mean and how do I start to engage my members in the world of Impact Investing? How do I understand all the lingo that is thrown around and who are my colleagues in the field I can turn to for help navigating this new philanthropic world?  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 in the world of Impact Investing.

Presenters: Rosalie Sheehy Cates, Senior Advisor, The Giving Practice and Impact Investing Catalyst Fellow and representatives from Mission Investors Exchange

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

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:

  1. What are our stakeholders' problems, needs and outcomes? 
  2. What value elements matter most to our stakeholders?
  3. 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 that will be posted at the following URL no later than July 5, 2017: http://4sightfir.st/assnnextrulesvideo

Speaker: Jeff DeCagna, Executive Advisor, Foresight First (@dutyofforesight)

Session 4: Culture of Workplace Positivity

Create an organizational culture that values learning, innovation, and the well-being of employees. Workplaces hold the promise and possibility to support the expression of our full humanness. Chris Marcell 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 experience of deep respect, connection, joy, and generative learning. Join Chris as he shares his insights on creating a culture of positivity in your workplace.

Speaker: Chris Murchison, Center for Positive Organizations, University of Michigan

11:30 am - 12:00 pm

Heart, Mind and Body Break

Give yourself time to connect, refresh, nourish and add your thoughts to our heart and mind wall.

12:00 - 1:30 pm

Forum Annual Meeting: The Power of the Network / Brand Celebration

1:30 - 1:45 pm

Transition

1:45 - 3:00 pm

Concurrent Sessions                                         

Session 1: The Next Rules of Association Value Creation: Part II

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:

  1. What are our stakeholders' problems, needs and outcomes? 
  2. What value elements matter most to our stakeholders?
  3. 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 that will be posted at the following URL no later than July 5, 2017: http://4sightfir.st/assnnextrulesvideo

Speaker: Jeff DeCagna, Executive Advisor, Foresight First  (@dutyofforesight)

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

Come and 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 Susan Misra, Co-Director, Management Assistance Group (MAG)

Session 3: Inside Out: Doing REDI Work Internally

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 what PSOs 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.

Facilitator: Kris Putnam-Walkerly, Putnam Consulting Group

3:00 - 3:30 pm

Heart, Mind and Body Break

Give yourself time to connect, refresh, nourish and add your thoughts to our heart and mind wall.

3:30 - 4:45 pm

Collaborative Hubs

Participate in a conversation 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 – Erin Pratt, Census 2020 Project Manager and Members of Midwest Cohort
  • Disasters & Resilient Communities: The Role of PSOs- Regine Webster, Center for Disaster Philanthropy
  • Impact Investors 2.0: Practitioner Exchange- Rosalie Sheehy Cates, Senior Advisor, The Giving Practice and Impact Investing Catalyst Fellow and representatives from Mission Investors Exchange
  • Learnings from Foundation Openness Work – Jennifer James, Harder & Co. and grantees of Fund for Shared Insight
  • Providing Community Foundation Services
  • Racial Equity Hub – Susan Taylor Batten, ABFE
  • Philanthropy Practice Hub - Debbie McKeon, Council of Michigan Foundations and Heather Peeler, Grantmakers for Effective Organizations
  • Corporate Philanthropy Services Hub
  • Open Space for Networking and Meeting

4:45 - 5:00 pm

Transition

5:00 - 5:30 pm

Spoken Word Performance with Youth Speaks

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 who believe in the power of young people.

 

5:45 - 7:00 pm

Clips, Conversation & Cocktails
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, moderated by Vince Stehle, Executive Director of Media Impact Funders, will be interspersed with clips from the film. Pre-registration is required to attend.

 

6:00 pm

Outings and Activities
Join your colleagues on a special outing to experience San Francisco. Pre-registration is required.

Dine Arounds
Continue your conversations over dinner at one of San Francisco’s many great dining options.

Fluxx Dine Around and Networking (TBC)

Wednesday, July 19, 2017


6:30 - 7:30 am

Morning Exercise Groups
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

8:30 - 9:45 am

Breakfast Plenary Session: “Strengthening Philanthropy’s Voice: Foundation Leaders Roundtable”

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 philanthropy-serving organizations (PSOs) in ensuring a strong voice for philanthropy? This distinguished foundation leader roundtable will explore this and other critical questions, engaging with each other and with conference participants in a meaningful community dialogue.

Moderator: Kathleen Enright, Executive Director, Grantmakers for Effective Organizations (@EnrightGEO)
Conversationalists: Fred Blackwell, CEO, The San Francisco Foundation (@fredblackwelliv) and Daniel Lee, Executive Director of Levis Strauss Foundation (@flybyboy)

9:45 - 10:00 am

Transition

10:00 - 11:15 am

Concurrent Sessions             

Session 1: 5 Questions A Healthy Organization Can Answer

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 2: Supporting Our Member's Collaboration

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

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

'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?

11:15 - 11:45 am

Heart, Mind and Body Break

Give yourself time to connect, refresh, nourish and add your thoughts to our heart and mind wall.

11:45 am - 12:30 pm

Mini-Concurrent Sessions

Session 1: Emerging Practitioner Conversation with CEOs

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

These times weigh heavily on many of us and we need 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

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

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: Debbie McKeon, Senior Vice President, Member Services, Council of Michigan Foundations and David Goodman, Director of Impact, Fluxx

12:45 - 2:00 pm

Closing Lunch and Plenary

Thought Provoking

We will announce the closing speaker in the coming weeks.

Inspiration: Chinaka Hodge, poet, educator, playwright and screenwriter

For over a decade, Hodge has worked in various capacities at Youth Speaks/The Living Word Project, the nation’s leading literary arts non-profit. When not educating or writing for the page, Chinaka rocks mics as a founding member of a collaborative hip hop ensemble, The Getback. Her poems, editorials, interviews and prose have been featured in Newsweek, San Francisco Magazine, Believer Magazine, PBS, NPR, CNN, C-Span, and in two seasons of HBO’s Def Poetry. From her work with youth to performances on national stages, Chinaka makes sure to use her voice to inspire generosity and love as well as critical social shifts.

 

2:00 pm

Conference Adjourns

Post-Conference Sessions


CHANGE Philanthropy Meeting
Wednesday, July 19, 2:30 - 8:00 pm

Drupal-Salesforce Users Group
Wednesday, July 19, 2:30 - 6:00 pm
Thursday, July 20, 9:00 am - 5:00 pm

PolicyWorks Institute
Wednesday, July 19, 2:30 – 5:30 pm
Thursday, July 21, 8:00 am – 3:00 pm

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