Community Collaboration & Capacity Building Beyond Traditional Grants: Program-Related Investments Demystifying Foundations

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1 Welcome Registration, Coffee & Refreshments, Networking 8:00 am 9:00 am Welcome: IUPUI Chancellor Bantz, Indiana Attorney General Greg Zoeller, Sharon Kandris 9:00 am 9:20 am Morning Session You can attend either the Two Hour Session or one workshop from each Session 1 & Session 2. Two Hour Session 9:30 am 11:45 am Social Media for Fundraising: The Good, The Bad, and The Ugly OR Session 1 (Choose 1) 9:30 am 10:30 am Session 2 (Choose 1) 10:45 am 11:45 am Building Infrastructure for Supporting Stakeholders Community Collaboration & Capacity Building Beyond Traditional Grants: Program-Related Investments Demystifying Foundations Using Data Effectively to Tell Your Financial Sustainability: What Is the Magic Recipe? Story to Stakeholders & Funders Legal Chutes and Ladders: Common Issues and Effective Remedies Financial Sustainability: What Is the Magic Recipe? Legal Chutes and Ladders: Common Issues and Effective Legislative Trends on the National and Local Radar Remedies Using Data Effectively to Tell Your Story to Stakeholders & Funders Needs Assessments How to Track Evolving Community and Client Needs Indiana Achievement Awards Luncheon & Ceremony 12:00 pm 2:00 pm Why We Do What We Do Tarik Glenn- Co-founder Dream Alive, Inc., Retired Offensive Lineman of the Indianapolis Colts Presentation of Awards Emcee - Tarik Glenn Afternoon Session You can attend either the Two Hour Session or one workshop from each Session 1 & Session 2. Two Hour Session 2:00 pm 4:15 pm Acquiring and Using New Census Data to Understand Service Area, Gaps, and Needs OR Session 1 (Choose 1) 2:00 pm 3:00 pm Session 2 (Choose 1) 3:15 pm 4:15 pm Giving USA 2011: Who Gave, How Much, and To Whom in 2010? Don t Just Tell, Compel: Mutli-purposing White Papers and Case Studies Effectively IAA Winners Panel Measure How You Do What You Do Measure How You Do What You Do Nonprofit Evaluation: Telling Your Story and Building Your Consensus Management and Leadership: Skills for Organization Effective Meetings Consensus Management and Leadership: Skills for Effective Social Media for Marketing & PR: Got a Goal? Get Meetings There. Strategic Planning for Nonprofits: And now the rest of the Strategic Planning for Nonprofits story The Volunteer Challenge: Accessing a Rich Pool of Nonprofit Volunteers 2011 Indiana Nonprofit Capacity Building Conference Page 1 of 10

2 HOSTED BY: CONFERENCE PARTNER: PROGRAM PARTNERS: 2011 Indiana Nonprofit Capacity Building Conference Page 2 of 10

3 MORNING SESSIONS Please select either the Two Hour Session or Session 1 & Session 2. TWO HOURS SESSION WORKSHOP Social Media for Fundraising: The Good, The Bad, and The Ugly Jeff Stanger - Development Director, The Salvation Army Cindy Lott Senior Counsel, National State Attorneys General Program, Columbia Law School Social Media can be a powerful tool for fundraising, but it isn t a magic bullet. In this two-hour session the speakers will introduce attendees to social networking tools & options and talk about how to build social networking into an overall fundraising strategy. In addition, the speakers will discuss important legal and security issues and caveats. Attendees will learn about applying technology tools to fundraising; setting expectations appropriately; the effect of social media on the organization; and important regulatory and privacy considerations. Executive Leadership, Board, Other Staff SESSION 1 & 2 WORKSHOPS Beyond Traditional Grants: Program-Related Investments Marie Beason - Director of Professional Development, Indiana Grantmakers Alliance Rachel McIntosh - Local Initiatives Support Corporation Anthony Bridgeman- Director of Community Initiatives, Children s Museum of Indianapolis Marilee Springer- Partner, Ice Miller LLP Many nonprofits and foundations are looking at alternate social investment strategies beyond traditional grants. These program-related investments (PRIs) can take the shape of loans, credit guarantees, and bonds. This session will address social investing and the role of PRIs, the uses and applications of PRIs, the impact and benefits of PRIs, and the challenges and opportunities related to these investments. Intended Audience: Large Nonprofit (>$500,001 budget), Experienced, Executive Leadership, Board Building Infrastructure for Supporting Stakeholders John Parrish-Sprowl, Ph.D. - Professor of Communication Studies, IUPUI; Indiana CTSI- Community Health Engagement Program (CHEP) Description Coming Soon! Intended Audience: Small Nonprofit (< $500,000 budget), Large Nonprofit (> $500,001 budget), Beginner, Executive Leadership, Manager, Other Staff 2011 Indiana Nonprofit Capacity Building Conference Page 3 of 10

4 MORNING SESSION 1 & 2 WORKSHOPS (Continued) Community Collaboration & Capacity Building Calvin E. Roberson, Jr. - VP of Planning and Program Development, Indiana Minority Health Coalition, Inc. Waldo Mikels-Carrasco - Research Associate Director, Institute for Latino Studies, University of Notre Dame ; Liaison, Indiana CTSI-CHEP Marty Posch- Executive Director, Finish Line Youth Foundation Tracy Heaton de Martinez- Legacy Associate, John H. Boner Center More and more universities, nonprofits, for-profits, foundations, government, and communities are coming together to address complex issues that cross traditional cultural, neighborhood, state, and other boundaries. Done well and practiced often, collaboration and partnerships are essential to solving pressing social health, governmental, cultural, and relational issues. Attendees at this session will hear from a panel of community leaders who are active partners in community-building. Intended Audience: Small Nonprofit (< $500,000 budget, Beginner, Experienced, Executive Leadership, Board, Manager, Other Staff Demystifying Foundations Marie Beason - Director of Professional Development, Indiana Grantmakers Alliance Jud Fisher- President/Chief Operating Officer, Ball Brothers Foundation This session will cover the basics of foundations the various types of foundations, how they create their funding priorities and the role they play in Indiana. This will help you answer the questions: what is a foundation; what does a foundation do; how should you approach a foundation; and where do you get information about foundations? Intended Audience: Small Nonprofit (<$500,000 budget), Beginner, Financial Sustainability: What Is the Magic Recipe? Derrick Feldmann - CEO, Achieve LLC Stephanie Lyons - Executive Director, Promising Futures Barb Bitzer - Principal, Simon Bitzer & Associates, PC Financial sustainability will we ever get there? In this session, participants will hear from one organization s fundraising consultant, financial consultant, and the executive director about how they are working towards financial sustainability. The presenters will discuss their strategies, tactics, and overall thoughts on how Promising Futures is working to broaden philanthropic support and earned income. You won t want to miss this session if you are still trying to find that recipe for financial success. Executive Leadership, Board 2011 Indiana Nonprofit Capacity Building Conference Page 4 of 10

5 MORNING SESSION 1 & 2 WORKSHOPS (Continued) Legal Chutes and Ladders: Common Issues and Effective Remedies Abigail Kuzma- Director & Chief Counsel of Consumer Protection, Indiana Attorney General s Office Justin Hazlett- Deputy Attorney General, Indiana Attorney General s Office Ian Rolland - Retired Chairman, Lincoln National Corporation Philip Whistler - Partner, Ice Miller Terri Johnson - Executive Director, Northern Indiana Community Foundation, Inc. Mark Mutz- Principal, Mosaic Consulting This workshop will examine some common legal issues faced by nonprofits and the most effective ways to prevent and remedy them. The panel members include nonprofit board members who draw from real life examples and who will discuss the best methods of ensuring legal compliance both before and after legal problems arise. Legislative Trends on the National and Local Radar Lucinda Nord - VP, Public Policy, Indiana Association of United Ways Mark St. John - Principal, St. John & Associates David Sklar - Director of Governmental Affairs, Jewish Community Relations Council Many nonprofit leaders feel that nonprofits are under assault or at least, misunderstood---between threats to tax exemption, a cap on the charitable deduction, changes to tax credits, reimbursement rate cuts, government contract language that limits how nonprofits may carry out their missions and more. In this session, learn about these trends and ways your nonprofit may engage with them. Needs Assessments How to Track Evolving Community and Client Needs Julie Koegel - Owner, Koegel Consulting Michelle Derr- Geographic Information Systems Analyst, The Polis IUPUI Your community s and clients needs don t remain static and your organization s services need to be responsive to changing needs. Keep up with changing needs through a needs assessment. Learn how to assess your community s and client s needs through surveys, focus groups and data research. Executive Leadership 2011 Indiana Nonprofit Capacity Building Conference Page 5 of 10

6 MORNING SESSION 1 & 2 WORKSHOPS (Continued) Using Data Effectively to Tell Your Story to Stakeholders & Funders (1 st Morning Session) Shanna Martin - Director, EIP Initiative Sharon Kandris - Director of Community Informatics, The Polis Center at IUPUI Data can help tell a story, engage readers, and make a case much better than words alone. If a picture is worth a thousand words, imagine how maps, charts, and other graphics can enrich your story. In this workshop you will learn how to present data to build a case, move your mission, demonstrate success, or communicate strategies. We will explore an example of how data has been used to inform stakeholders and funders in an Indianapolis initiative. Executive Leadership, Manager, Other Staff Using Data Effectively to Tell Your Story to Stakeholders & Funders (2 nd Morning Session) Shanna Martin- Director, EIP Initiative Jay Colbert- Geographic Information System Project Manager, The Polis Center at IUPUI Data can help tell a story, engage readers, and make a case much better than words alone. If a picture is worth a thousand words, imagine how maps, charts, and other graphics can enrich your story. In this workshop you will learn how to present data to build a case, move your mission, demonstrate success, or communicate strategies. We will explore an example of how data has been used to inform stakeholders and funders in an Indianapolis initiative. Executive Leadership, Manager, Other Staff INDIANA ACHIEVEMENT AWARDS LUNCHEON & CEREMONY Why We Do What We Do Tarik Glenn - Co-founder Dream Alive, Inc., Retired Offensive Lineman of the Indianapolis Colts Presentation of Indiana Achievement Awards Emcee - Tarik Glenn 2011 Indiana Nonprofit Capacity Building Conference Page 6 of 10

7 AFTERNOON SESSIONS TWO HOUR SESSION WORKSHOP Acquiring and Using New Census Data to Understand Service Area, Gaps, and Needs Jay Colbert - Geographic Information System Project Manager, The Polis Center at IUPUI Michelle Derr - Geographic Information Systems Analyst, The Polis Center at IUPUI How can I get 2010 Census data? Why doesn t the 2010 Census have as much information as the 2000 Census? What do I need to know about American Community Survey (ACS) data? How can I best use the data once I have it? This workshop will address these questions and more allowing you to attack your Census data needs head-on. We will cover what information you can get from 2010 Census and when you must rely on ACS data. You will also learn about the multiple sources of census data and get step-by-step instructions on how to retrieve the data. And, we will discuss using the census data to identify pressing needs in your service area. Intended Audience: Small Nonprofit (<$500,000 budget), Large Nonprofit (>$500,001 budget), Experienced, Manager, Other Staff AFTERNOON SESSION 1 & 2 WORKSHOPS Consensus Management and Leadership: Skills for Effective Meetings Stephen Earnest, Ph.D. Principal, Earnest & Treff Consulting Marjorie Treff, Ed.D.- Principal, Earnest & Treff Consulting Meetings are held. Problems and solutions are discussed. Responsibilities are assigned. Still, nothing changes! Are you ready for a new outcome? Let s face it: democratic decision-making may get to a final outcome, but leading through consensus management is much more productive. This active learning session will provide a clearly structured method that you can use to improve meeting participation, effectiveness, and outcomes. We ll share techniques to help every player on your team develop the skills they need to conduct disciplined, planned discussions relevant to their group context, and evaluate the team s process in both large-group and small-group settings., Active Learning Don t Just Tell, Compel: Multi-purposing Whitepapers and Case Studies Effectively Jason Gloye - Senior Account Executive, BohlsenPR, Inc. Cindy Dashnaw - Chief Copywriter/Senior Publicist, BohlsenPR, Inc. Vicki Bohlsen - President, BohlsenPR, Inc. Many companies tell their story via whitepapers and case studies, but never share a fresh story or compelling call to action. Don t just write a showcase and hope it does the talking! We ll show you how to multi-purpose your writing and tell your story in a way that resonates with and excites your prospective donors, customers and stakeholders. Intended Audience: Small Nonprofit (<$500,000 budget), Large Nonprofit (>$500,001 budget), Beginner, Manager, Other Staff 2011 Indiana Nonprofit Capacity Building Conference Page 7 of 10

8 AFTERNOON SESSION 1 & 2 WORKSHOPS (Continued) Giving USA 2011: Who Gave, How Much, and To Whom in 2010? Patrick M. Rooney - Executive Director, Center on Philanthropy at Indiana University Charitable giving as a form of civic engagement in the US attracts greater participation than many other types of civic involvement - even voting. For more than fifty years, the annual publication Giving USA has documented who gives what to whom. But 2010 was no ordinary year. How did charitable giving fare amidst the economic crisis? What shifts took place in giving by individuals, corporations, and foundations? More importantly, what do the results tell us about who we are, where philanthropy is going, and what fundraisers can expect of 2011? In this workshop, Patrick M. Rooney, Ph.D., Executive Director at the Center on Philanthropy and a member of the team that researches and writes Giving USA, will discuss the questions raised by the latest numbers. Executive Leadership, Board, Manager IAA Winners Panel Erin Slater (moderator)- CEO, College Mentors for Kids Speaker(s) to be announced at IAA Luncheon & Awards Ceremony The Indiana Achievement Awards (IAA) is a 12 year-old program that recognizes Indiana s nonprofits for exemplary practices and demonstrated effectiveness. Winners are judged by a coalition of foundation, business, and nonprofit leaders who join together to recognize and reward outstanding nonprofits for their work and create exemplars of extraordinary practice in the nonprofit community. Learn new ideas and innovations as 2010 IAA winners share their success stories. Executive Leadership, Board, Other Staff Nonprofit Evaluation: Telling Your Story and Building Your Organization Jessica White - President, Jessica White Associates Marilynn Fauth- Paul Clarke Nonprofit Resource Center Director, Allen County Public Library Stephen Butz- CEO, Social Solutions Joi Smith- Vice President/Chief OperatingOfficer, Girls Inc. of Greater Indianapolis Organizations are under pressure to measure and demonstrate outcomes and impacts, yet most organizations struggle with demands for data and miss opportunities to tell their story in comprehensive ways. This session will help attendees understand how evaluation can serve an organization. Evaluation should be more than a one-time event or a response to a grant requirement. Nonprofits will discover how to incorporate evaluation into their mission and work, find hidden evaluation resources, invest in organizational capacity for evaluation, and use evaluation to facilitate organizational learning Indiana Nonprofit Capacity Building Conference Page 8 of 10

9 AFTERNOON SESSION 1 & 2 WORKSHOPS (Continued) Measure How You Do What You Do Carolyn S. Langan - Program Manager- Consulting Services, Indiana Youth Institute This workshop will cover basic principles of evaluating performance for improving quality and providing report data for your supporters. Attendees will gain a new perspective on the usefulness of evaluation activities - from developing program logic charts to national standards for monitoring performance throughout an organization. Intended Audience: Small Nonprofit (<$500,000 budget), Large Nonprofit (>$500,001 budget), Beginner, Executive Leadership, Manager Social Media for Marketing & PR: Got a Goal? Get There. Sara Croft- Media Specialist, BohlsenPR, Inc. Hannah Shaner - Account Executive, BohlsenPR, Inc. Vicki Bohlsen - President, BohlsenPR, Inc. Got a goal for your non-profit but not sure how to achieve it? Maybe social media is your answer. Learn how to more clearly define your goals and audiences and how to effectively reach them online whether you re a large or lean operation. Intended Audience: Small Nonprofit (<$500,000 budget), Large Nonprofit (>$500,001 budget), Beginner, Manager, Other Staff Strategic Planning for Nonprofits Angela E. White- Senior Consultant/Chief Executive Officer, Johnson, Grossnickle, and Associates (JGA) Strategic planning is the means of envisioning your organization's future and determining how to get there it is your organization s roadmap. It is different than traditional planning because strategic planning emphasizes the process in addition to the end product, and includes your vision, creativity, values and organizational culture. Attendees will learn how to use strategic planning to move from "reactive to active"; to anticipate, plan, and create their organization s future; to enhance creativity; to clarify values and beliefs and facilitate team building, inclusiveness, and common vision Indiana Nonprofit Capacity Building Conference Page 9 of 10

10 AFTERNOON SESSION 1 & 2 WORKSHOPS (Continued) Strategic Planning for Nonprofits: And now the rest of the story Angela E. White (moderator)- Senior Consultant/Chief Executive Officer, Johnson, Grossnickle, and Associates (JGA) Sally Bindley- Founder/CEO, School on Wheels Gabie Benson- Director of Development, Girls Inc. of Greater Indianapolis Carolyn Dederer- Executive Director, Day Nursery You have created a sound strategic planning process that involves your key stakeholders, sets a realistic time line, and appears to take all planning possibilities into account. Now, it s time to implement the process. In this session, you will hear from nonprofit leaders who have recently completed a strategic planning process. You will learn from their experience to provide practical advice for you to incorporate into your planning process. In this session, attendees will benefit from the experiences of other nonprofits as nonprofit leaders discuss their successes and challenges in building a strategic plan. Executive Leadership, Board, Other Staff The Volunteer Challenge: Assessing a Rich Pool of Nonprofit Volunteers Alan Witchey - Volunteer Center Director, United Way of Central Indiana Anne-Marie Taylor - Executive Director, Indianapolis Neighborhood Resource Center (INRC) Philip Stafford, Ph.D.- Director, Center on Aging & Community, Indiana Institute on Disability & Community Douglas Hairston- Executive Director, The Front Porch Alliance Though difficult, the current economy is creating opportunities for nonprofits to access the most talented and experienced volunteers. As Boomers age, down-sized workers seek retraining and new professional networks and contacts, and domestic and international students seek experience and professional connections to bolster their resumes, these professionals offer nonprofits a wealth of time and experience. This panel of speakers will alert your nonprofit to strategies and hints for effective volunteer recruitment, planning, and management Indiana Nonprofit Capacity Building Conference Page 10 of 10