Nonprofit Day Program
Keynote Presentation (9:00 am - 10:00 am)
Sustaining Ourselves: How To Do This Work and Stay Well
The work you do is important and critical for the lives of the individuals we serve and the change we endeavor to make in our world. Please join us for a thoughtful and inspiring keynote by Laura van Dernoot Lipsky, author of the book Trauma Stewardship: An Everyday Guide to Caring for Self While Caring for Others.
Rethinking the Nonprofit Workplace
The current complex realities of the nonprofit sector mean that the way we work may not actually work anymore. In this plenary, four innovators will share alternative approaches to effectively recruit, develop, and manage others in the nonprofit workplace. Topics will include results-only work environments, strengths-based staffing, and ensuring a diverse pipeline of talent.
Michelle Gislason, Senior Project Director, CompassPoint
Cali Ressler, Founder, CultureRX
Matt Huckabay, Executive Director, The Center for Violence-Free Relationships
Aron Sumii, Director of Talent, First Place for Youth
Rethinking Strategy: The Intersection of Impact, Brand, and Business Model
The practices around setting and refining organizational strategy are changing profoundly. Today, as leaders we are more concerned than ever with the mandates to be evidence-based, to get our stories of impact across amidst fierce competition for stakeholder attention, and to refine our business models for greater sustainability in an unpredictable economy. This plenary will feature a discussion among three experts who are exploring in their work with a wide range of organizations the intersection of impact, brand, and business model. How do we arrive at clarity about these inter-related organizational dimensions, and how can doing so strengthen our organizations?
As evolving community needs and shifting funding and regulatory environments drive an ever greater focus on agility, collaboration, innovation, and impact, organizations need to rethink how they cultivate and support leaders now and prepare for the challenges that lie ahead. This interactive session will challenge our assumptions about how the next generation of leaders must be developed to ensure the success of the vibrant organizations, fields, and movements they lead.
Kevin Williams, Associate Director, Berkeley Youth Alternatives
Yvonne Rodriguez, Director of Programs, Society for the Advancement of Chicanos and Native Americans in Science (SACNAS)
Marissa Tirona, Senior Project Director, CompassPoint
Rethinking Movement Building
Technology, access to information (and misinformation) and the changing scale of communications have definitely played a role in igniting social change and affected the way we build movements. Amid all these changes, what's the role of nonprofit organizations? This panel will discuss the larger picture of movement building, nonprofit organizations, and what we can learn about recent events that change what we do and how we interact with the world we're trying to impact. With panelists representing various areas of experience and knowledge, discussion will include community organizing, movement building, and the role you and your organization can play in supporting social change.
Amy Sample Ward, Membership Director, NTEN
Alfredo De Avila, Senior Program Associate, Applied Research Center
Noah Flower, Director of Knowledge Management, Monitor Institute
Rashad Robinson, Executive Director, ColorOfChange
TechSoup: Rethiinking Movement Building
Beyond Oversight: The Board's Role in Sustainability
According to our latest national leadership study, Daring to Lead 2011, financial oversight is the most common type of support boards of directors provide. But what is the connection between oversight and financial health? Are boards in meaningful partnership with management teams on the big questions of sustainability? In this session, CompassPoint CEO, Jeanne Bell will distinguish between oversight and sustainability, and offer practical means of engaging your board of directors in the most pressing financial questions your organization faces.
Presenter: Jeanne Bell, CEO, CompassPoint
Slides and Resources: Beyond Oversight PP.pdf
Creating a Culture of Effective Feedback: How to Fine-tune Feedback for Greater Results
Feedback is simply information about the past, delivered in the present, that can greatly impact the future. Think about the possibilities if all staff members within your organization were to embrace the ability to give each other effective feedback regardless of position, authority, or role? What if this approach drove greater impact and future success? In this session, find out what highly effective organizations know about and do with feedback. Learn what value-add feedback is, how to engage others in a culture of wanting feedback, and how to give feedback as a gift -- up, down and around you. Take back a practical approach to developing a culture of feedback within your team and/or your entire organization.
Presenter: Maria Ramos-Chertok, Organizational Development Consultant
Slides and Resources: Creating a Culture of Effective Feedback PP.pdf
Rules of the Game: Election Year Advocacy for Nonprofits
Nonprofits and the constituents they serve have a lot at stake in every election. What role can you and your organization play to help shape public policy and make sure that your constituents are engaged and informed about the upcoming elections? This workshop will focus on how nonprofits can effectively educate and advocate, in particular around elections, while maintaining their nonprofit tax status. Participants will have the opportunity to learn about various laws governing 501(c)3 advocacy activities. This session will focus on the rules on permissible electoral activities for 501(c)3 organizations, including voter registration drives, candidate questionnaires, candidate forums and legislative scorecards. The session will also give examples of election-related activities to avoid.
Presenter: Nayantara Mehta, Senior Counsel, Alliance for Justice
Slides and Resources: Rules of the Game - Election Year Advocacy for Nonprofits PP.pdf
Daring to Lead 2011 Findings and Implications: A Special Session for Nonprofit Leaders
Many nonprofit executives face significant challenges, including unsustainable business models, lack of attention to core organizational management and leadership needs, under-performing boards, and—especially for new executives—a steep and sometimes harrowing learning curve. Nevertheless, today’s executive directors remain engaged and resolved, reporting high job satisfaction and relatively low levels of burnout. These findings are among those reported in Daring to Lead 2011, a recent study of over 3,000 nonprofit executives nationwide. Join your peers for a discussion of the report’s implications and the actions you can take to better support yourself and lead your organization.
Presenter: Marla Cornelius, Senior Project Director, CompassPoint
Sustaining Self: How to Create a Practice for Creating and Sustaining Well-being in the Workplace, Even During Difficult Times
Building on the morning’s keynote on Trauma Stewardship, this interactive session will focus on how to create a practice of self care that could mean the difference between overflowing energy and burnout. Topics will include articulating and exploring the nature and benefits of mindfulness, creating space for inquiry about why we do the work we do, choosing where we put our focus in our work, and exploring how to achieve greater balance in life and work.
Presenter: Lisa Hoffman, Coach, Consultant, Zen Priest
5 Must Have Practices for Program Managers & Directors for Meaningful Evaluation
Evaluation is here to stay. The challenge is how to best use it to advance your mission and demonstrate your impact. We believe the best way to do this is to become evaluative, that is, to embrace a way of being and decision making that continuously assesses the degree to which your efforts are contributing to clearly articulated outcomes. This session presents five practices which will help you as consumers (and hopefully fans) of evaluation and practitioners of evaluative thinking to better be able to do this. Participants will walk away with a set of frameworks and tools which can position them to take the next steps in becoming evaluative.
Presenter: Jara Dean-Coffey, Founder and Principal, jdcPartnerships
Slides and Resources:5 Must Have Evaluation Practices.pdf
Leading Organizational Change: Seven Steps to Success
Managing change, small scale and large scale, is an essential skill for nonprofit leaders. When done well, an organization can reach higher levels of cohesion and community impact. If done poorly, resources are wasted and staff and stakeholders are demoralized. Tim Wolfred, who has guided agencies of all sizes through organizational transformations in his 16 stints as interim executive in Bay Area nonprofits, will present his formula for successful change management.
Presenter: Tim Wolfred, Senior Affiliate Consultant, CompassPoint
Slides and Resources: Leading Organizational Change PP.pdf
Rethinking Grassroots Fundraising: Models for Making a Culture Shift
Are you looking for ways to generate more enthusiasm among your staff, board and volunteers to raise money for the organization? Having a hard time creating and sustaining a consistent (and lucrative) individual donor program? Sometimes it helps to shake things up and try new approaches. This session will look at examples of creative approaches that organizations have taken to build stronger fundraising teams, get more donors, and ultimately raise more money from their communities.
Presenter: Nancy Otto, Klein and Roth Consulting
Slides and Resources: Rethinking Grassroots Fundraising PP.pdf
Your Next (Best) Communications Game Plan
Communications is often seen as an afterthought; it's not just about marketing, but about getting your message out about the critical needs of your community and how your organization is working to meet those demands. You will leave this session with a practical framework that you can apply immediately in your organization.
Presenter: Holly Minch, Principal, LightBox Collaborative
TechSoup: Developing Your Communications Game Plan
The Practical Applications of “Woo-Woo” for Effective Board Governance
Why is creating a culture of mutual respect, trust, and accountability on your board so elusive? Our tendency is to blame the lack of systems – the “right” policies, term limits, clear roles – or the personalities. Yet, even when we improve our processes, the culture really doesn’t change very much. Your board’s cultural norms are grounded in unspoken and often unconscious rules that cannot be accessed by writing a strong conflict of interest policy or creating annual SMART goals (even though both of those might be needed). The path to better performance may very well be through those dreaded, much-maligned “woo-woo” tools that bring us out of our comfort zones. In this workshop, you will experience what can happen when you are willing to work with the heart and soul of your board.
Presenter: Liz Callahan, Senior Project Director, CompassPoint
Finance and Sustainability: What’s a Program Manager’s Role?
Though we often think of finance as the purview of finance directors, board treasurers, and executive directors, in fact, program managers make decisions every day that directly affect the financial health and sustainability of their organizations. In this session, Steve Zimmerman, CPA—author of Financial Sustainability: Making Strategic Decisions for Financial Viability (Wiley)—will outline the core financial responsibilities of program staff and suggest strategies for program managers to increase their own leadership capacity by embracing the financial aspects of their role.
Presenter: Steven D. Zimmerman, Principal, Spectrum Nonprofit Services
Slides and Resources: Finance and Sustainability PP.pdf
Rethinking Foundation and Corporate Fundraising
Do you wonder if your approach to foundation and corporate fundraising is effective? Are you looking to expand your ability to raise money from new funders, and maximize relationships with existing supporters? We’ll present actionable insights and emerging trends that will impact your fundraising results. You will also get “must have” resources and readings, as well as practical next steps.
Slides and Resources: Rethinking Foundation and Corporate Fundraising PP.pdf
How to Fail Spectacularly (and What You Can Learn from It)
In our mission-critical work, we often can be terrified of making mistakes. At minimum, mistakes don’t feel fun and they are very hard to admit. The world is becoming increasingly complex and the more complex our challenges become, the more necessary trial and error becomes. In other words, failure is inevitable. The question is, how do we embrace failure in our organizations and even learn from it? This session will share stories of spectacular failures, strategies for embracing failure, and how “failing well” can enhance credibility, trust, learning, and innovation.
Presenter: Michelle Gislason, Senior Project Director, CompassPoint
Slides and Resources: NDP11_Failure PPT.pdf
What would it take to shift you, your team, and your organization from a deficit approach that focuses on remediating weaknesses to a strengths-based one? Is it something you’ve already done or have been working on? Is it something you haven’t even considered? Regardless of where you are on the road to identifying, developing, and harnessing individual, team, and organizational strengths, join this session to explore the strengths-based philosophy as a strategy for advancing organizational effectiveness and employee engagement. Starting with the research behind the strengths movement, we will examine the popular Clifton StrengthsFinder program as well as other alternative models for working with strengths. Going beyond theory, participants will engage in thoughtful dialogue and activities focused on the practical nuts and bolts of building a strengths-based organization.
Presenter: Alicia Santamaria, Principal, Adelante Coaching + Consulting
The Story of Your Life: Is Your Personal Mission Aligned with Your Professional Work?
Whether you are a seasoned nonprofit executive director or a young nonprofit professional, questions often emerge about our fit with the organization and/or our calling for the work. This session explores the relationship between personal purpose and organizational/community work. Participants gain a framework for understanding success and develop a draft mission statement cultivated from personal stories and possible futures. The presenter will also share strategies and tools for reflecting on personal mission alignment.
Presenter: Renato Almanzor, Director of Programs, LeaderSpring
Adopting Earned Revenue Strategies to Bolster Revenue: Worth the Effort and Risk?
“Diversified” and “revenue” are two of the most hallowed words in the nonprofit world. Yet, when many nonprofits think “diversified”, they stop at government grants and contracts, private contributions and special events. On the other extreme, social enterprises often eschew public support entirely, banking on rapid earned revenue growth and scalability. The primary purpose of this workshop is to explore the middle ground, where nonprofits tap into earned revenue sources to augment and stabilize overall revenue mix, without veering off-mission or incurring excessive risk. The secondary purpose of this workshop is to introduce participants to the choice of legal structures possible with related and unrelated business activities and the impact on the nonprofit sector of newer competing “hybrid-type” social enterprises like the L3C and benefit corporation.
Slides and Resources: Adopting Earned Revenue Strategies PP.pdf