CONFERENCE PROGRAM - FRIDAY, AUGUST 3
Morning Session:
Jan Masaoka, CEO, California Association of Nonprofits and Editor-in-Chief of Blue Avocado, the online magazine for community nonprofits. Jan is also the author of The Nonprofit's Guide to Human Resources and co-author of Nonprofit Sustainability: Making Strategic Decisions for Financial Viability.
Resources:
Blue Avacado
California Association of Nonprofits
Lunch Session:
Chip Heath, New York Times best-selling co-author of Switch and Made to Stick, and professor at the Graduate School of Business at Stanford University. Chip’s talk will sneak-preview the new book he and his brother, Dan Heath, will release in 2013. Decisive: How to Make Better Choices in Life and Work will address decision biases and how to overcome them in ourselves and those around us in order to make better decisions—an essential leadership competency for leaders at all levels across generations.
Resources:
Heath Brothers Website
Closing Session:
Erica Williams, recently named a Young Global Shaper by the World Economic Forum, is a cultural critic, digital media maker, and political activist passionate about engaging the next generation in social change.
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Plenary Sessions:
1 + 1 = 10 The Power of the Common Good
We know that the most valuable things in our lives aren’t things,(family, friends) and can’t be owned (air, water). Yet our consumer culture encourages us to spend much of our time pursuing, expanding and protecting things that we own. Even nonprofits, which take on the role of caring for everything that cannot care for itself, are called to devote some time to pursuing money, building our brand and figuring out how to capture a market share of donors in order to do our work.
What if we shifted that paradigm? What happens when nonprofits simply pursue, expand and protect the common good? How can we be nonprofit leaders who speak for the common good? Join four commons advocates as they explore what our sector would look like if we said the common good is our common goal. How does it change how we relate to each other, make decisions, take public stands, work with our colleagues and structure our organizations? How would this work in practical terms? And why is the question of the common good the most important question of our time?
Speakers:
Kim Klein, Building Movement Project and author of Reliable Fundraising in Unreliable Times and Fundraising for Social Change
Annie Leonard, The Story of Stuff Project
Trish Tchume, YNPN
Phil Ting, City and County of San Francisco
Resources:
Audio Recording
Common Good Pledge
NPTT Fact Sheet
Talking About Taxes Article
Network-Centric Thinking: The Internet's Challenge to Ego-Centric Institutions
Nonprofits Talking Taxes Website
California Participation Project
Vote With Your Mission
The Story of Stuff Project
Get Ready to Move Up: When and How to Take the Leap to Leadership
Do you feel stuck in your nonprofit career? Unsure of how to take that next step? This session is designed to give you the tools to move from entry level to leadership. In this information- packed workshop, you'll learn how to set big, hairy, audacious career goals; create your own dream fellowship; build a frankenmentor; get headhunted; and more. The nonprofit sector needs skilled professionals who are willing to step up and lead, are you ready to take that step?
Speaker:
Trista Harris, Headwaters Foundation for Justice and co-author of How to Become a Nonprofit Rockstar
Resources:
Power Point Presentation
Nonprofit Rockstar
Successful Corporate Partnerships from the Inside Out
This limited capacity and highly interactive special session moderated by CompassPoint’s Jeanne Bell and led by PG&E Vice President of Community Relations Ezra Garrett, will introduce participants to five signature corporate - nonprofit partnerships. In each story, the corporate giving officer and the nonprofit executive will share specific insights into how and why the relationship has become so successful for both parties. After the five presentations, participants will choose a corporate giving officer - executive director pair with whom to spend an additional 30 minutes learning more about their perspectives, lessons learned, and advice to those looking to build more effective and aligned corporate relationships.
Signature partnerships:
PG&E and Habitat for Humanity Greater San Francisco
Ezra Garrett, Sarah Sasaki, and Phil Kilbridge
Wells Fargo and Stern Grove Festival
Mario Diaz and Stephen Haines
Target and the Alameda County Community Food Bank
Bernard Boudreaux and Suzan Bateson
Intersection for the Arts and Forest City
Deborah Cullinan and Alex Michel
How Do You Know You're Saving the World? Adapting Your Organization for Impact
With all the hype about "social impact," "outcomes management," and "social entrepreneurship," it can be hard to figure out what's actually impactful and what it means to your work. Join the creators of the nonprofit documentary Saving Philanthropy for a screening and interactive panel about developing a learning organization that delivers on your mission. You’ll hear from staff members of nonprofits that have gained national attention for the measurable outcomes they achieve and you’ll learn how to overcome the challenges faced in the process.
Speakers:
Lisa Hunter, Evaluation Manager, Juma Ventures
Adrian Bordone, Co-Founder and Vice President, Social Solutions
Matt Fitzgerald, Curator & Social Metrics Manager, Upwell
Moderator: Kate Robinson, Director, Saving Philanthropy
Resources:
Saving Philanthropy
Lessons from the Immigrant Rights Movement: A Cross Generational Dialogue
How are generational differences influencing the immigrant rights movement? How is the next generation re-interpreting its direction? What opportunities for inter-generational leadership exist?
Listen in to a conversation between:
Dolores Huerta, Dolores Huerta Foundation
Aparna Shah, Executive Director Mobilize the Immigrant Vote
Nunu Kidane, Director Priority African Network
Pedro Trujillo, Youth Organizer- CHIRLA
Daniela Aguilar, Youth Leader, Youth United for Community Action (YUCA)
Interviewer: Rafael Lopez, Associate Director, Talent and Leadership Development at The Annie E. Casey Foundation
And participate in a table discussion on how are these lessons are playing out in the domestic violence, environmental justice and LGBT movements.
Respondents
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LGBT Movement, Ignatius Bau-Health Policy Consultant
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Domestic Violence Movement, Sharon Turner, Regional Director of Prevention- STAND! For Families Free of Violence
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Environmental Justice Movement- TBD
Resources
PowerPoint Presentation
What Fires Young Progressives’ Activism? A New Study Asks Them
The Changing of the Guard- What Generational Differences Tell Us About Social-Change Organizations, Frances Kunreuther
What Works: Developing Successful Multigenerational Leadership
Negotiating Generational Change
Funders for LGBTQ Issues Resources for Grantseekers
Funders for LGBTQ Issues Racial Equity Toolkit (resources on intersectional approaches for funders)
Grantmakers in Aging (resources on intergenerational approaches)
Grantmakers for Children, Youth & Families
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Breakout Sessions:
Network Leadership
While organizations bring tremendous strength to the work of social movements, they rarely have enough strength and power to be effective alone. Networks are required to contribute to a broader social movement. But what does it mean to be a leader working in a networked way? In this session, attendees will learn about emerging practices and trends in the area of network leadership and explore what roles individuals can play in networks and what to consider in playing those roles.
Speaker:
Marissa Tirona, CompassPoint
Resources:
PowerPoint Presentation
Handout
Managing Organizational Risk Part 1 - Risk Management Basics
Risk is anything that can derail your nonprofit from accomplishing its mission. Risk management does not need to be a mystery; it is a discipline for identifying risk, assessing how serious or sever the risks are, and determining ways to avoid or minimize harm and financial losses. Enlightened risk taking requires awareness of the potential downsides or a new approach or program, thoughtful planning for positive outcomes, and simultaneously ensuring that there is as soft a landing as possible when a venture doesn’t work out as planned.
This session will lay the groundwork for Managing Organizational Risk Part 2 – Enterprise Risk Management. It will discuss the benefits of risk management, and in nurturing a risk culture for your organization. It will also look at the most common risks facing the nonprofit sector based on 20+ years of claims experience, some specific areas of risk and what you can and should be doing to minimize your exposure.
Presented by Ann Shanklin, Nonprofit Insurance Alliance of California (NIAC)
Resources:
PowerPoint Presentation
Understanding Your Organization’s Business Model and Link to Organizational Sustainability
This practical session will offer you the tools and approach to help you define sustainability for your organization, identify the current challenges and opportunities facing your business model, and outline immediate decisions and next steps you need to take to strengthen your organization.
Speaker:
Jeanne Bell, CompassPoint
Resources:
PowerPoint Presentation
Nonprofit Sustainability: Making Strategic Decisions for Financial Viability
Fundraising and the Next Generation
This session will demonstrate how important it is to create lifetime givers by reaching out to the younger generations (under age 40) now as well as define the key characteristics of the four current generations and their habits for charitable giving. Nonprofit professionals will learn strategic entry points to successfully engage these younger generations in philanthropy, both as donors and in the multigenerational development office.
Speaker:
Emily Davis, EDA Consulting
Resources:
PowerPoint Presentation
Fundraising and the Next Generation Worksheet
Generational Philanthropy Breakdown
10 Tips on Using Social Media
Strengths-Based Leadership
Strengths-based leadership leverages your natural talents and strengths so that you can be more productive, energized, and satisfied at work. This session will discuss how to use a strengths based approach for your own personal development, and how supervisors can use strengths to partner better with staff to tap into motivation and increase productivity.
Speaker:
Marla Cornelius, CompassPoint
Resources:
PowerPoint Presentation
First, Break All the Rules: What the World's Greatest Managers Do Differently
Now, Discover Your Strengths
The One Thing You Need to Know: ... About Great Managing, Great Leading, and Sustained Individual Success
Strengths Finder
Stand Out
Work Your Strengths: A Scientific Process to Identify Your Skills and Match Them to the Best Career for You
Go Put Your Strengths to Work: 6 Powerful Steps to Achieve Outstanding Performance
Living Your Strengths
Flash Card Finance: 3 Financial Concepts You Want to Understand
Are you a program manager looking to build your financial knowledge? New to a nonprofit finance role eager to learn about basic concepts of nonprofit finance? A fundraiser wanting to better understand your organization’s financial story? Although nonprofits exist to achieve a stated mission, we see finance as a way to understand and plan for programmatic success. For nonprofits, finance is not an end in itself, but a necessary lens through which nonprofit leaders can look at their activities and make effective decisions. In this engaging session, we will deconstruct three key components of nonprofit financial management and YOU will help decide what they are. Participants will choose in real time what they want to learn about from a list of several hot topics in nonprofit finance.
Speaker:
Shannon Ellis, CompassPoint
Resources:
PowerPoint Presentation
Financial Leadership Nonprofit Quarterly Article
Nonprofit Starvation Cycle SSIR Article
Guide to Fiscal Policies and Procedures
Operating Reserves and Policy Example
Nonprofit Bookkeeping Test
Fiscal Policies and Procedures Template
How to Hire Finance Staff
Financial Leadership for Nonprofit Executives: Guiding Your Organization to Long-Term Success
Bookkeeping Basics: What Every Nonprofit Bookkeeper Needs to Know
Nonprofit Assistance Fund
Nonprofit Finance Fund
The Advocacy Ask: A contrary way to ask for money and more than money.
What if the standard ask for money which works so well for others doesn’t work for you? In this session we’ll show you an alternative: Take the pressure off yourself . Take it off your askee. Surprise them. Get on their side, really on their side, before you ask. Give yourself the freedom you need so you can put your heart into it and ask bigger than you’ve ever asked before. Come play with us.
Speaker:
Michelle Gislason, CompassPoint
Rich Snowdon, Life Coach
Resources:
PowerPoint Presentation
Nonprofit Hearts Website
Managing Organizational Risk Part 2 - Enterprise Risk Management (ERM)
One of the ways an organization can effectively identify and manage risk is by implementing a structured process for their risk management function. Enterprise Risk Management (ERM) is a process that helps management ensure their organization’s objectives are being met while risks, both internal and external, are identified and managed. This session will provide a step-by-step walkthrough of an Enterprise Risk Management framework which can be tailored to meet the specific needs of your organization.
Presented by Melissa Yarnell, Nonprofit Insurance Alliance of California (NIAC)
Resources:
PowerPoint Presentation
Coaching Skills for Managing Up
This workshop will go over tools to help nonprofit staff work more effectively with “higher ups” to achieve results.
Speaker:
Howard Miller, Fulcrum Point
Conversations that Change the World
Over the past year, our team has engaged in rigorous research and testing of one of the most powerful social change tools known to the sector: the simple conversation. We'll share our research finding and offer some tips on how you can leverage conversations to advance your cause with friends, family, and even perfect strangers.
Speaker:
Amanda Cooper, Lightbox Collaborative
Resources:
PowerPoint Presentation
Essential Management Skills Part 1: Getting to Solutions through Listening and Inquiry
As managers we’re expected to be problem solvers and offer our solutions and advice whenever a problem arises. However, we often are jumping to solutions without actually understanding what we’re solving. Truly engaged listening and inquiry are skills all of us in the workplace should master. Try it out in this interactive skill based session.
Speaker:
Nelson Layag, CompassPoint
Resources:
PowerPoint Presentation
Coaching Skills for Nonprofit Managers and Leaders: Developing People to Achieve Your Mission (Book by Michelle Gislason and Judith Wilson)
Get Five Great New Board Members on the Bus In the Next Six Weeks
This session will tackle some difficult questions such as whether and how to recruit people of different races or educational backgrounds, whether to have clients or parents (or other direct beneficiaries) on the board, and whether to have fundraising or donation requirements. We'll also go over some practical pieces such as what questions to ask possible recruits, accelerating the recruitment/approval process, and how to reject candidates.
Speaker:
Jan Masaoka, California Association of Nonprofits
So You Want to be an Executive Director?
Are you ready to take the next step in your nonprofit career and land that executive director job? In this highly interactive Q & A based session, you’ll find out what boards of directors look for when hiring executives and hear what experienced and newer executive directors have learned about taking the helm of a nonprofit.
Speakers: JR Yeager, CompassPoint
Ruth Obel-Jorgensen, California School-Age Consortium
Allen Fernandez Smith, Urban Habitat
Rachel Ebora, Bernal Heights Neighborhood Center
Essential Management Skills Part 2: Effective Expectation Setting and Feedback
These two skills are often overlooked (or we assume we actually do them well). In this fast-paced workshop, you’ll understand the components of effectively setting expectations and feedback and how they can be integrated into your day-to-day management to support the success of your staff and your team.
Speaker:
Nelson Layag, CompassPoint
Resources:
PowerPoint Presentation
Coaching Skills for Nonprofit Managers and Leaders: Developing People to Achieve Your Mission (Book by Michelle Gislason and Judith Wilson)
Feedback Section from CompassPoint's Full Day Workshop
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PRE-CONFERENCE WORKSHOPS - THURSDAY, AUGUST 2
Morning Pre-conference Workshop
6 Ways to Rock your Nonprofit Career
9:30am – 12:30pm, San Francisco Hilton Union Square, ($35)
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Join Trista Harris, Executive Director of the Headwaters Foundation for Justice, leading voice and blogger on next generation leadership, and co-author of How to Become a Nonprofit Rockstar, in this information-packed workshop. You'll learn six ways to advance your career, including expert tips on how to:
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develop expertise
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build a strong network
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establish a great personal brand
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practice authentic leadership
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plan for balance
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move on up
All attendees will receive a copy of the book How to Become a Nonprofit Rockstar ($20 value).
Speaker:
Trista Harris, co-author of How to Become a Nonprofit Rockstar
With Guest Speakers:
Vincent Robinson- Founder of The 360 Group Search Firm
Phuong Quach- Independent Consultant
Lauren Veasey- National Organizer for the Young People’s Project
Afternoon Pre-conference Workshop
Leadership Frameworks: An Introduction for New and Emerging Leaders
1:30pm – 4:30pm, San Francisco Hilton Union Square, ($35)
Add to Cart
Do you want to deepen your understanding of leadership frameworks and competencies? Are you interested in assessing your leadership potential? This interactive half-day course is designed to introduce current leadership frameworks, to build an awareness of core leadership competencies and to help new and emerging nonprofit leaders identify practices and principles to support their leadership development. You will leave this workshop with the beginnings of your own leadership framework identified.
Speaker:
Marla Cornelius, CompassPoint
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The conference program is continuously evolving and breakout session descriptions are subject to change. Check back or join our mailing list to learn about new sessions and activities added to the conference.
