C06 Session: Building Capacity through Outsourcing

Building Capacity through the Use of Outsourcing and Fiscal Sponsorship

Thursday, August 3, 9:00am - 10:30am

Track:  Financial Management and Fundraising

Presenters

Description

The CEOs of each of the organizations will host a discussion centered around the changing landscape of capacity building in the sector, what the evolving options are relating to outsourcing and use of fiscal sponsors, including providing human resources, financial services, and other back-office support.  The session will cover what the mutual expectations are and should be from both the sponsor's and client’s perspective. 

The session will be an open conversation with the audience guided by a facilitator who will ask the panel several questions to which the panel will share their organization's perspective and then solicit the audience's participation in that conversation. This will be a highly inter-active and engaging conversation.

About the Presenters

Gerald Solomon, PHFE Management Solutions

Gerald Solomon joined PHFE Management Solutions (PHFE, formerly known as Public Health Foundation Enterprises, Inc.) as President and CEO in March 2001. Based in Los Angeles, PHFE is one of the nation's oldest and largest nonprofit fiscal sponsors. In his tenure as CEO, Mr. Solomon has overhauled PHFE operationally and organizationally, resulting in increases in net revenues and earnings at record levels. As part of the reengineering process, Mr. Solomon developed a new organizational vision including an innovative branding identity to better reflect the organization's purpose, mission and type of services offered, as well as a delivery system based on high performance teams in a web-based environment. Prior to joining PHFE, Mr. Solomon was Executive Director of the San Diego County North Chamber of Commerce, Chief Executive Officer of Adolescent Services & Placement and spent eighteen years practicing as a civil litigator. Mr. Solomon received his B.A. in Political Science with a Business Administration Minor from Boston University and his Juris Doctorate from California Western University in San Diego, California.

Jane Levikow, Tides Center

Jane Levikow, Director of Intake and External Relations, has been with Tides Center since 1995 when she was hired as the Associate Director of Program. In 2001 she was promoted to Director of Program where she was responsible for the management of over 300 charitable purpose projects in the Western half of the United States, prior to assuming her current role in 2004. Ms. Levikow brings over twenty years experience of providing strategic vision, leadership and management to all aspects of nonprofit organizations. Jane was a Sister of Social Service, a religious community of women dedicated to social justice. While in the community, she served as the Social Justice Director, which included serving on state and national social justice lobby organizations and committees, organizing legislative hearings and serving on the investment committee responsible for monitoring the community's investment portfolio. Jane holds an undergraduate degree in Psychology from Lone Mountain College/University of San Francisco and an MA in Ethics with an emphasis in Social Ethics from the Weston Jesuit School of Theology. Jane's dedication to grassroots organizations is evidenced by her service on the Board of Directors and Steering Committees of the Peace and Justice Center of Southern California, Interfaith Center for Corporate Responsibility, Californians for a Fair Share, Building Bridges/Out and Equal, Interfaith Task Force on Central America, and Health Access to name a few. She volunteers for various AIDS charities and Gay and Lesbian organizations.

Jonathan Spack, Third Sector New England

Jonathan Spack has over thirty years' experience leading and consulting to nonprofit organizations.  During his 23 years as Executive Director of Third Sector New England and its predecessor, he has successfully guided the organization through several transitions, including its re-invention as a multi-service information and management resource for community based nonprofits.  In between his two tours of duty as TSNE's CEO, Mr. Spack served as Executive Director of the National Spinal Cord Injury Association. Earlier in his career, he worked with Native American groups in North Dakota and Zuni, New Mexico as a VISTA Volunteer and Legal Services attorney.
 
Mr. Spack's expertise includes Board-staff relations, business strategy and planning, and organizational change management.  He holds a law degree from New York University and a Master's degree in Human Services Management from the Heller School at Brandeis University. He is co-author of the Executive Director's Guide, published by TSNE in 2002 and is a founding member of both the Nonprofit Centers Network and the National Network of Fiscal Sponsors.

Paul Vandeventer, Community Partners

Paul Vandeventer has spent the last 24 years working in the fields of management, planning, training and organizational development for businesses, public agencies and nonprofit community service organizations. Since early 2001, his interests have focused on understanding the emergence of civil society and social entrepreneurship in the new democracies of Central and Eastern Europe and Africa. He has advised on the management of corporate and foundation giving programs and facilitated strategy planning with executive teams and directors of both business and nonprofit organizations. For eight years he served on the staff of California Community Foundation, a major Southern California regional grant making institution. He left the role of executive vice president in 1990 to join the Newport Beach-based Wilson Consulting Group as a senior consultant chiefly working with management teams of small to medium-sized businesses in the home-building and commercial development fields. In 1992, the founding board of Community Partners asked him to lead the start-up effort that resulted in the establishment of an incubator and intermediary organization, known as Community Partners, to serve as a springboard for social and civic entrepreneurs, emerging groups and community initiatives in Southern California. Paul routinely consults on matters of management, program design and organizational development for private foundations, labor organizations, and nonprofits large and small.