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Alliance for Nonprofit Management
1899 L Street NW 6th Floor
Washington, DC 20036

t 202 955 8406
f 202 721 0086

info@allianceonline.org

C07 Sessions

Alliance 2007 Annual Conference
July 18-20, 2007   Atlanta, GA

Main Page Program Keynotes Sponsors Exhibitors Participants

 

Conference Sessions

 

PRE-CONFERENCE WORKSHOPS

Wednesday, July 18 from 9:00am - 3:30pm

Price: $125 Members; $150 Non-Members

 

Cultural Competency Institute - Intensive Workshop

Are you curious about how best to apply the most current understanding of cultural competency in your work with nonprofits? Have a commitment that you want to put into action? In this full day Intensive, gain insight into core concepts and principles, research findings, and experiences across a range of roles—consulting, training or other technical assistance, grantmaking, education and research. You will take away a more solid grounding and appreciation of frameworks and resources for practicing with cultural competency.

Network Capacity Building Initiatives: Thinking Big for Impact and Sustainability
Presenters: Sandy Jacobsen and Ron McKinley, Fieldstone Alliance

Capacity-building initiatives that strengthen networks, communities and industries can be more effective and build scale more quickly than fragmented efforts with individual organizations. These large initiatives link the resources and use multiple impact strategies. Their aim is to build capacity across a broad spectrum of organizations, setting the stage for far greater impact and sustainability. This in-depth session will explore two or three initiatives, including the Kellogg Action Lab. Discussion will include the operating framework, successful strategies used, pitfalls encountered, and outcomes.

Organizational Assessment
Presenters: Ruth McCambridge, Nonprofit Quarterly; Heather Harker, Third Sector New England; Nancy McGee, Alliance for Nonprofit Excellence

The quality of organizational assessment is a critical factor in creating sustainable organizational health. This full-day workshop will focus on imparting a basic methodology that can be efficiently performed and still include nonprofit stakeholders in expertly guided self-diagnoses. It will provide an overview of research and underlying principles, and provide models and tips for practice. Rated 'excellent!' and 'top-notch!' by participants in previous years, this session is a must for any capacity builder interested in strengthening the practical and theoretical underpinnings of their organizational development work.

 

AFFINITY GROUP MEETINGS

 

POC Affinity Group Annual Gathering
Facilitators: Monika Moss, MKM Management Consulting; Gita Gulati-Partee, Center for Lobbying in the Public Interest; Barbara Sugland, CARTA, Inc.; Diana Lee, National Community Development Institute

Date: Tuesday, July 17 from 11:00am - 6:00pm
Price: No additional charge; Alliance membership and sign-up required

Success is about making connections. Ready to raise your profile, sharpen your skills, increase the solidarity, and ramp up the resources? The Annual People of Color Gathering is the place to be! This year, the POC uses an “open space” design concept to bring focused discussion to hot topics—such as cultivating nonprofit sector talent across generations, advancing social change through capacity building, and change agents in the American South. Bring your ideas and generate action-oriented peer exchange. Newcomer orientation at 11 am. Regular session starts at 12 noon.

MSO ED Affinity Group Meeting - Open Space and Peer Dialogue Sharing
Facilitators: Dianne Russell, Institute for Conservation Leadership; Alan Brickman, Consultant; Elizabeth Heath, The Nonprofit Center; Deborah Strauss, Lumity (formerly the IT Resource Center); Judith Alnes, MAP for Nonprofits

Date: Wednesday, July 18 from 9:00am - 3:30pm
Price: No additional charge; Alliance membership and sign-up required

Executive directors of management support organizations (MSOs) are invited for a day of peer sharing designed to support MSO leaders in this very demanding role. The meeting will have an open space format to discuss issues identified by attendees. Topics may include fundraising, the competitive landscape, market demands, sustainability and intellectual property.

"Moving the Board Governance Field Forward—A 2nd Working Session on Developing New Governance Models": Board Governance Affinity Group Annual Summit

Date: Wednesday, July 18 from 9:00am - 3:30pm
Price: No additional charge; Alliance membership and sign-up required

An urgent need for new, alternative governance models remains. This facilitated Working Session is designed to further the work towards developing alternative governance approaches and models begun at last year's conference.  Through a series of facilitated, participatory exercises, the group will discuss implications of new research, and work together to deepen and expand the alternative approaches and move them to the next level of model development. It will be a working session where every participant will have equal responsibility for the ideas and knowledge base that emerges.

Conditions for Success: An Open Space Dialogue of Executive Transition Management and Succession Planning

Date: Wednesday, July 18 from 10:00am - 3:00pm
Price: No additional charge; Alliance membership and sign-up required

The fields of executive transition management and succession planning are booming in the nonprofit world. After years of avoidance, the baby boom exodus and the positive benefits from well-planned and executed transitions have colluded to jump start our profession. Join our Affinity Group session intended for active ETM and Succession Planning practitioners to explore together what’s working, what’s not and how our collective wisdom can inform the conditions for future success of ETM and Succession Planning.

Young and Emerging Professionals Affinity Group Meeting

Date: Wednesday, July 18 from 1:00pm - 3:30pm
Price: No additional charge; Alliance membership and sign-up required

Young and Emerging Professionals (YEP) will hold a meeting for networking and sharing among those who are under 40 years of age or are new to capacity building and grantmaking. The meeting will cover ways to broaden career growth in capacity building to also include philanthropy, to strengthen the YEP professional development activities.

 

 

CONFERENCE SESSIONS

 

Thursday, July 19 from 9:00am - 11:30am

 

Asking the Right Questions the Right Way: A Recipe for Success
Presenter: Debra Thompson, MBA, Strategy Solutions, Inc.

Provoking discussion and honing in on the 'climate' of a group through careful question design is critical for successful process outcomes. This highly interactive session for nonprofit managers and consultants covers question development, when and how to use question types, questionnaires, data collection, and strategies to maximize and implement results.

Becoming a Culturally Competent Leader Through Understanding Privilege
Presenters: Maggie Potapchuk, MP Associates; Beth Applegate, Applegate Consulting Group

After establishing a conceptual model of working effectively with power and privilege, session participants will have an opportunity to work with colleagues in real time to apply the model to their own work. Participants will create an action plan and identify a learning partner(s) to support their plan and to encourage accountability and further awareness-building after the session. This interactive session begins with the assumption that attendees have some experience working with issues of privilege.

Building Capacity at Each Stage of The Organizational Life Cycle
Presenters: Shelly Kessler and Anne Sherman, TCC Group

An engaging and interactive session for advanced capacity builders and senior managers to consider how theories/models of organizational development can be used in the 'real world.' Discussion will focus on two distinct frameworks of organizational effectiveness, how they interrelate, and demonstrations of their application in assessment and planning.

Building Effective Consulting Collaboratives - Reflections for Advanced Practitioners
Presenters: Diane J. Johnson, Ph.D., Mmapeu Consulting; Diana Lee, National Community Development Institute

Creating partnerships that work is essential in delivering premium services and maintaining robust practices and innovative MSOs. This dynamic and highly engaging workshop is focused on successfully collaborating and partnering with one another in delivering and managing effective and impactful capacity building interventions and initiatives. Case studies will include third-party funded initiatives such as W.K. Kellogg and Anne E. Casey, as well as client-funded projects. This half-day workshop addresses issues such as: finding the right 'fit' for talented consulting partners, developing appropriate and stimulating work, negotiating a realistic scope of services, managing third party funded collaborations, and creating partnerships that encompass the challenges of working with diverse consulting partners.

Connections and Conduits: Technology Trends That Will Change Your Nonprofit
Presenter: Holly Ross, NTEN

No one can tell you exactly which software and hardware will be important next year, much less five years from now; however, we can identify the overarching trends in technology. In this session, we'll talk about the political and social ramifications of these trends and then look at how you can incorporate them into your work. From program delivery to internal knowledge management, we'll identify the tools and services that will have the most impact on your work.

Extreme Makeover – Non-Profit Edition
Presenters: Maria Gutierrez, CamBia Associates; Jan Glick, Jan Glick & Associates

Assisting organizations to change under the most optimal of conditions can be challenging for support providers; when an organization faces EXTREME issues, assisting them to achieve organizational health can be almost overwhelming! This advanced practitioner workshop will explore the myriad of challenges support providers face when dealing with organizations in need of an extreme, transformational makeover. Drawing on some of the best theoretical change models and case material from real-world successful—and unsuccessful—turnaround interventions in which organizations faced serious, and, in some cases, “life-threatening” challenges, this workshop will give participants hands-on experience and practical tools and techniques for successfully approaching these predicaments.

Leading through Legislative Advocacy
Presenters: Gita Gulati-Partee, Center for Lobbying in the Public Interest; Marcia Avner, Minnesota Council of Nonprofits

Explore legislative advocacy as an avenue to advance nonprofit missions as well as organizational capacity, democratic participation, and lasting social change. Using the CLPI Road Map for Engagement in Legislative Advocacy, some emerging strategic and ethical practices for public interest lobbying, and case stories, session participants will broaden their legislative toolkit with a range of advocacy options that fit nonprofits at various levels of capacity.

Leveraging Diversity and Building Power in Collaborative Organizations
Presenters: Cynthia Parker and Andrea Nagel, Interaction Institute for Social Change

No doubt you've been urged to embrace diversity, cultivate cultural sensitivity, and help others do the same. In this workshop we'll explore exactly why it is so essential to engage those differences in meaningful ways and build the power of everyone to make a meaningful contribution. The session will also explore aspects of organizational life that support this collaborative approach to leveraging cultural differences and building shared power for positive change in organizations and communities.

Life Mapping: Creating a Road Map to Make Your Vision Real
Presenter: Monika K. Moss, MKM Management Consulting

You may be feeling burned out, looking to make a life transition, or need to find a way to live out your purpose more fully. Life Mapping will give you a process to design your ideal lifestyle and a road map to make your vision real. Based on her new book, Life Mapping, Monika Moss shares this practical personal development process with Alliance members so that you can take care of yourself as you engage with your clients, organizations and families. Take some time to slow down, reflect on your vision and dreams for your future, and begin to create (or revise) the road map that will make your vision real.

The New Face of Nonprofit Leadership
Presenters: Lydia Watts and Jodi DeLibertis, Greater Good Consulting; Dr. John M. Cooper, Wentworth Institute of Technology

There is a lot of attention being given to the 'graying' of the nonprofit sector and that there has not been sufficient leadership training or succession planning for new leaders to be taking over for the baby boomers who are facing retirement. Rather than grooming the next generations of leaders to come into established roles and 'take over' for their older colleagues, this session will focus on reframing the discussion to shifting definitions and expectations of leadership in the nonprofit sector in order to retain the interest and talents of the younger generations.

 

 

Thursday, July 19 from 2:30pm - 4:00pm

 

Advancing Social Enterprise: Partnering to Change the Region
Presenters: Amy Celep and Alfred Wise, Community Wealth Ventures; Charlotte Keany, Center for Nonprofit Management, Dallas

In a unique multi-year partnership, the Center for Nonprofit Management in Dallas, and consulting firm Community Wealth Ventures launched an initiative to build a stronger, more sustainable nonprofit community. The effort aims to: Create wealth as nonprofits launch social enterprises; Build organizational capacity; and, Stimulate regional change. Learn how social enterprise can be a catalyst for regional change and how partnering can leverage new funding resources.

Being a Person of Power
Presenters: Judy Turnock, LISC; Tangie Newborn, Alliance for Nonprofit Management; Repa Mehka, Paine Lake Community Partners

Ever wondered why your idea at a meeting is ignored, and then someone else says the same thing, and everyone says, 'What a great idea!'? This is the session for you! A 'user-friendly' definition of power, discussion of sources of power, reports of real-life lessons from current leaders, and small group work on case studies will put participants on the path to becoming people of power.

Encouraging Leadership Now & Next: A Unique Approach to Sustainability & Succession
Presenters: Sharon G. Bailey and Ray McLeod, Center for Nonprofit Management, Dallas; Leticia Martinez, St. Elizabeth Seton Catholic Church

In the fall 2006 edition of The Nonprofit Quarterly, Paul Light and Mark Light debated the validity of research implying the sector is on the cusp of a leadership deficit crisis. This session addresses key needs revealed by those studies for sustaining current leadership. Explore the nuances of leadership deficit crisis research and implications for capacity builders from the creators of an educational program that supports leadership sustainability and a healthy approach to developing the next generation of nonprofit leaders. Learn about the program and its results, and be inspired to incorporate aspects of the approach in your programs.

Generational Change in Future Leadership
Presenters: Frances Kunreuther, Building Movement Project; Patrick Corvington, Annie E. Casey Foundation

Since the new millennium arrived, we hear increasing concern and curiosity about generational change in leadership. In the past five years, the Building Movement Project has published several reports on both Baby Boom age leaders and on the next generation of leaders. In this session, we will expand on this work offering concrete example of generational leadership change and intergenerational conversations, and offer a model for how organizational consultants can help groups address these demographic shifts.

Getting Started With Online Donations
Presenter: Jordan Dossett, Antharia

Do you want to help your organization take donations online, but aren't sure how? This session will tell you what you need to know in order to choose a tool and get started. We'll touch on some of the strategic aspects of online donations, but our focus will be on the tactical: What online donation tools are available? How do they work? How do you know which one is right for your organization? We'll close by looking closely at some of the specific tools that are available.

Long-Distance Transitions: ETM in Rural and Remote Areas
Presenters: Clare Payne Symmons, Innovative Charitable Solutions, LLC; Don Tebbe, TransitionGuides

What are the major issues in providing transition management services from a distance? How can you make it practical? Learn from your peers and share your thoughts on reaching underserved populations, rural areas, and remote clients.

Measure Twice, Cut Once: Lessons from an Evaluation of Technology Assistance
Presenters: Jennifer Werdell, NPower; Jennifer Avers and Chantell Johnson, TCC Group

How do we know how we're doing? There is a compelling need to understand how specific capacity-building assistance impacts nonprofit effectiveness, and what models of assistance yield the greatest return on investment. In this session we will discuss the benefits, challenges, and process of conducting broad-scale evaluation efforts. We'll highlight lessons learned from the 'TechImpact Project,' a collaborative effort led by NPower and NTEN, to understand how technology assistance impacts nonprofit mission achievement and efficiency.

Successful eMail Campaigns - No Longer an Uncharted Course
Presenter: Karen Graham, thedatabank

What makes the difference between a successful email campaign and a flop? Choice medium for savvy nonprofits, bulk email is a key part of any communication strategy. Learn: Key ways writing for email differs from direct mail; How to increase response rates by creating a sense of urgency and making it easy to take action; How to cultivate relationships by personalizing and targeting messages; and, Strategies for avoiding spam filters.

The Incorporation Challenge: Surfing the Seven Competenices
Presenters: Cindy Bahn and Abby Sandel, Bayer Center for Nonprofit Management

The explosion of new nonprofits poses an interesting challenge for capacity builders. Supporting passionate and committed social entrepreneurs may be mission-appropriate, but many face a sharp learning curve, and few can pay for services. How can you write a reality check while continuing to collect a paycheck? This session is about both streamlining your process for working with start-ups, as well as evaluating which prospective founders are ready to move forward.

 

 

Thursday, July 19 from 4:15pm - 5:45pm

 

Advocacy Evaluation…Lessons for the Field
Presenters: Ehren D. Reed and Lily Zandniapour, Innovation Network, Inc.

Evaluating advocacy and public policy initiatives can be a difficult undertaking. This session focuses on the challenges involved and their implications for evaluators, advocates and funders. Outside of long-term success, how do you assess progress? What are some key questions you can ask to gauge progress? Drawing from a research project funded by The Atlantic Philanthropies and the Annie E. Casey Foundation, this session will offer practical steps for planning and implementing advocacy evaluations.

Building Better Boards: A Multifaceted Approach to Learning
Presenters: Melissa Breach and Linda Davis, Center for Volunteer and Nonprofit Leadership

Designed for experienced MSO practitioners or consultants supporting board development, we will focus on the use of varied and intersecting training modalities to provide comprehensive board development. We'll explore the pathways of benefits and challenges of combining core competency curriculum, issue-based training, peer learning models, consultancy, and practical toolkits. Together let’s identify common obstacles to supporting successful board development and share experiences and solutions.

Coaching and Capacity Building: CompassPoint Best Practices
Presenter: Michelle Gislason, CompassPoint Nonprofit Services

Coaching and Capacity Building? Most definitely! Inspired by studies on executive leadership in the nonprofit sector that underscore the need to develop various strategies for supporting and retaining leadership talent in the nonprofit sector, CompassPoint’s Executive Coaching Project, (completed in 2002) uncovered the demand for coaching throughout the sector and the need to incorporate coaching into capacity building programs. This session shares insights from CompassPoint's various coaching approaches (one-on-one coaching, peer coaching, training, and referral) and facilitates a dialogue around best practices for integrating coaching into training, consulting, and program work.

Deliberating Differently: How Can Boards Make Better Decisions?
Presenter: Susan S. Meier, BoardSource

This engaging and dynamic session explores why highly disciplined processes may not be conducive to great decision making if they do not allow boards to thoroughly explore important issues. We all wonder how it is that some boards defy conventional wisdom and make poorer decisions collectively than they each would individually. How can boards deliberate differently, and structure their meetings to allow board members to learn more and make better decisions? This session will recalibrate your expectations of board dynamics.

Ethical Standards for Fiscal Sponsorship
Presenter:
Gerald R. Solomon, JD, PHFE-Public Health Foundation Ent

What should you expect from a Fiscal Sponsor? This session will provide a set of Standards critical to evaluating a Fiscal Sponsor's level of ethics, accountability and transparency. The more you know, the more effective the relationship can be.

MSO Sustainability: Shoeing the Cobbler's Children
Presenters: Alan Brickman, Consultant; Dianne Russell of the Institute for Conservation Leadership

While many MSOs work with their clients or members to develop revenue strategies and sustainability plans, MSOs themselves often struggle with issues of niche, revenue generation, and long-term sustainability. In times of limited resources for the nonprofit sector as a whole, capacity building can be a difficult sell, and can be seen as competing with direct services for the sector's scarce resources. In this session we will examine the true meanings behind sustainability while asking tough questions like: Is it revenue and business planning? Marketing and visibility? Mission fulfillment and programmatic effectiveness? All of the above? Come learn from practitioners who have developed successfully sustainable MSO models. If you believe that effective nonprofit capacity building requires a long-term commitment and robust and sustainable MSOs are a key ingredient, then this session is for you!

Strategies for Helping New Executive Directors Thrive
Presenters: Don Tebbe, TransitionGuides; Brian Fraser, Jazzthink

The launch of a new executive is a powerful moment that profoundly affects her/his tenure. Businesses and nonprofits are becoming more focused on what makes an executive's entry successful. This highly interactive session will explore strategies for launching and supporting new executive directors - the tools for a thriving start and setting the stage for greater organizational effectiveness and impact. Consultants and technical assistance providers will have new and powerful tools for use in their work with client executives and organizations.

The Nonprofit Branding Exercise
Presenter: Joel Zimmerman, CDR Fundraising Group

Nonprofits are challenged more than ever in creating a new brand, modifying their existing brands, or evaluating how well their program activities support their brand identity. The methodology used in this session is based on a 'brand exercise template' for nonprofit organizations. The session considers actions to take after a branding exercise to reinforce the branding identity you are seeking, such as using logos, distribution materials, communications messages, media exposure, brochures, web sites, public events, etc.

The Permeable Membrane Between Board and Staff: Keys to a Healthy Relationship
Presenters: Allen Bromberger, Perlman and Perlman; John W. Corwin, Corwin Consulting, LLC.

This session will explore the dynamic tension between board and staff through the lens of the nonprofit CEO, who is often responsible for successful board/staff interaction. We will explore how the different roles, assumptions and attitudes of staff and board create challenges and opportunities that the CEO is expected to manage – and discuss the best ways to meet those challenges and take advantage of those opportunities. We will discuss both theory and practice, drawing on participants’ experience to derive some basic rules and observations that will help nonprofit CEO’s manage these relationships successfully and make their organizations more effective. The workshop is designed for experienced practitioners who deal with these issues on a regular basis. Enrollment is limited in order to ensure a productive, high-level dialogue.

The Three R's of Fundraising Success: Relationships, Research, and Recordkeeping
Presenter: Rob Martin, eTapestry

This session explores three key factors of fundraising success. They are donor Relationship Building, Prospect Research, and efficient Recordkeeping. The three R's directly impact every fundraiser's results. Each of the factors can be easily implemented and/or expanded via Rob’s common sense approach. You will be surprised at how simple it can be! Drawing upon his experience as a trusted and highly experience partner to the nonprofit sector as well as his service with numerous nonprofit boards, he outlines various steps each of us can pursue. Come listen to someone who helps enable nonprofits everyday cut through the hype and explain what does and does not work.

Tools for Social Entrepreneur Leaders

Presenter: Frank Rene Lopez, Nonprofit Enterprise Center

Social entrepreneurs are in a class of their own.  They are risk-takers and make incredible things happen.  Given the forces in today's climate, social entrepreneurs must plan, create, serve and run at the same time.  The session includes a range of material on tools, strategies, analysis and what some social entrepreneurs have done to literally 'change the world'.  Participant's will engage in some self-analysis and will also examine today's climate for emerging nonprofit organizations.  The session is excellent for people engaged in the start-up process or developing new programs.

 

 

 

Friday, July 20 from 10:30am - 12:00pm

 

Baby Boomers: A Workforce for Growth and Sustainability
Presenters: Phyllis N. Segal, Civic Ventures; Diane Piktialis, The Conference Board

The increase in working adults over 50 offers an experienced talent pool for nonprofits. Healthier and better educated, a majority plan to work in some way beyond traditional retirement age. Research confirms their interest in meeting society's biggest challenges. In this workshop, participants will gain an understanding of the needs and desires of this rich talent pool, plus workplace practices that help change organizational culture to seize the opportunity.

Boards & Balance Sheets: Helping Boards Use Financial Information
Presenter: Kate Barr, Nonprofits Assistance Fund

Learn to strengthen boards’ financial understanding and capacity beyond a simple grasp of accounting details. By developing board members' use of financial information in view of organizational goals, nonprofits can bring financial accountability into overall planning and evaluation. Explore the financial oversight role that nonprofit boards play at different lifecycle stages and how to identify the key financial information they need, reporting formats, and appropriate roles for staff, treasurers, finance committees, and board members.

Evaluation to Measure Social Change: Best Practices
Presenter: Veena Pankaj, Innovation Network, Inc.

This 90-minute train-the-trainer session offers practical ideas, tips and best practices to technical assistance providers who conduct workshops and training programs on evaluation. The session will make curricula suggestions, showcase teaching techniques that break down evaluation concepts, and preview tools and resources that trainers can share with their constituents. Special focus will be given to examples of interactive exercises and tools that are effective in teaching evaluation concepts.

Planning Programs That Leverage Corporate Partnerships

Moderator:  Natalie Abatemarco, Global Community Programs, Citi
Panel: Dara Duguay, Office of Financial Education, Citi; Alisa Baratta, Nonprofit Connections; Emily Ausbrook, Operation HOPE, Inc.

There are many benefits in partnering with corporate entities to develop new programs that complement and support a nonprofit’s offerings.  Panelist will discuss how to plan and implement a financial education program – starting with tools and approaches for assessing a nonprofit’s capacity to move in this direction with its program(s).

More Pieces to the Puzzle: New Board Research
Presenter: David O. Renz, Midwest Center for Nonprofit Leadership at University of Missouri-Kansas City

This session, drawing on the work of the Alliance Board Governance Affinity Group, offers participants an opportunity to learn and evaluate the latest research published in scholarly journals or presented at research conferences (including the 2007 Governance Conference in Kansas City). Join peers and colleagues to evaluate and discuss the value of the best of these resources for working with nonprofits.

Out of the Comfort Zone: Community Engagement Online
Presenters: Billy Bicket, TechSoup; Jenny Coyle, National Sierra Club; Mary Anne Hitt, Appalachian Voices; Ruby Sinreich, Lotusmedia

Thanks to Web2.0, community engagement is now an essential tool to help nonprofits create loyalty to their cause and organization. This session will help nonprofits balance new opportunities for engagement and their comfort zone of message ownership. Panelists will share best practices, tools, and policies to help nonprofits identify the right level of engagement and facilitate formal and informal interactions with stakeholders.

Standards for Capacity Building: A Reality Check
Presenters: Gerald R. Solomon, JD, PHFE-Public Health Foundation Ent; Pat Henry, DC Government Office of Partnerships & Grants Development; Jane Garthson, Garthson Leadership Centre

Ethical standards for the capacity-building field, released by the Alliance in early 2007, pose a challenge and opportunity for nonprofit support. In this session, we revisit key considerations in standards development and anticipated benefits, distinguish Alliance standards from other influences on conduct, report insights from intentionally applying Standards, and engage participants in a lively peer exchange.

The Country Road Less Traveled: Rural Capacity Building
Presenters: Sandra Mikush, Mary Reynolds Babcock Foundation; Thomas Watson, Southeastern Organizational Development Initiative

Building capacity in rural areas brings a unique set of challenges: weak nonprofit infrastructure, few professional consultants, limited peer networks, and a low density of organizations. Foundations and nonprofit capacity builders need creative approaches for linking nonprofits to accessible, affordable, appropriate capacity building. Join this problem-solving session and contribute your best thinking while learning about three new models for isolated, rural communities in the South.

The New Breed of Gifts From BigBiz: Godsends or Gift Horses?
Presenter: Tom Triplett, Fieldstone Alliance

The big example is the Clinton Global Initiative, but there are many lesser examples of new funding sources for nonprofits that blur the distinctions between for-profits and nonprofits. Learn how to identify new funding sources and to navigate between BigBiz.com and BigBiz.org.

What Works: Moving Faith-Based Organizations Forward Through Focused Capacity Building
Presenters: Mike Corbin, Michigan Nonprofit Association; Alyson Parham, Partec Consulting Group

Faith-based capacity builders work across the country to build capacity of faith-based organizations to meet their missions. What lessons have been learned in implementing faith-based capacity building initiatives? How do faith-based capacity-building initiatives differ in urban and rural environments? What has been the impact of capacity building efforts in rebuilding communities affected by Hurricane Katrina? This session offers a unique panel of established presenters working in diverse communities across the country who will share their experiences and observations and engage participants in a dialogue about the future for faith-based capacity builders.

Women & Philanthropy: Reinventing a National Organization
Presenters: Nicole Cozier, Women & Philanthropy: A Project of the Council on Foundations; Gwen Walden, The California Endowment; Tori O'Neal McElrath, O’Neal Consulting Services

When Women & Philanthropy faced challenges in sustaining itself as an independent group serving a uniquely important mission, it was a moment of truth. The organization could have shut its doors. Instead, the organization was reinvented with steady support from a major national foundation and an innovation-focused partner. The new Women & Philanthropy is housed in the Council on Foundations, which is partnering with the organization as three-year pilot project. This session explores the support needed to be innovative, the direction ahead, and implications for capacity building.

 

 

Friday, July 20 from 2:30pm - 4:00pm

 

Building Your MSO's Brand
Presenters: Judy Alnes and Julie Dappen, MAP for Nonprofits

Is your MSO operating in a highly competitive environment? How do your customers distinguish your services from others? Have you looked through the eyes of your customer to identify your organization's unique assets? This dynamic session will lay the path for MSO participants to build their organization's brand and identify communication strategies. Participants will learn the building blocks for brand development, engage in conversation with colleagues about their MSO's current brand perception and unique brand assets, and leave with the tools to continue the branding journey with their stakeholders back home.

Inside the Sector's Newest Business Plan Model for Nonprofits
Presenter: Gigi Woodruff, Center for Nonprofit Excellence; Richard Brewster, National Center on Nonprofit Enterprise

On November 13, 2006, 11 nonprofit organizations gathered in northeast Ohio to participate in an alpha test of the sector's first business planning model. This model has been developed with the small to medium sized organization in mind that’s trying to make a bigger difference through a more strategic use of resources. This business planning model is the result of Kellogg Foundation funding of a collaboration among Center for Nonprofit Excellence, National Center on Nonprofit Enterprise, and an advisory group of Presidents, Executive Directors and CEOs of larger and small nonprofits, consultants, and academics who specialize in nonprofit management. Hear the approach, sample the templates, and determine the difference this model will help you make. Be a part of this history in the making!

New Directions in Expanding Culturally Based Philanthropy
Presenter: Milano Harden, The Genius Group

When Atlanta was chosen as one of three communities for a new partnership of The Association of Black Foundation Executives (ABFE) and Hispanics in Philanthropy (HIP), it meant that the Southeastern Network of African Americans hit the ground running. The partnership provided grant and technical support for convening local donors, grantmakers, and nonprofit leaders to discuss issues affecting Black and Latino communities. This session explores the process and results to date from dialogues that began in summer 2006 and are continuing through 2007. It is all part of a multi-year effort to raise awareness about philanthropy's role in targeting resources to priority issues disproportionately affecting U.S. Black and Latino communities.

Nonprofit Accountability Through Transparency and Standard Setting Initiatives
Presenters: Amy Coates Madsen, Standards for Excellence Institute, Maryland Nonprofits; Dan Moore, GuideStar

Few recent issues are as important as nonprofit accountability. Whether concerned about repairing tarnished reputations or in setting an organization apart, accountability issues are high on many lists. Do any of the approaches to self-regulation have merit across the entire sector? This session features a discussion with representatives of two leading nonprofit accountability efforts sharing their distinct approaches. Session highlights: recent activity update, case studies, opportunities for self assessment regarding transparency, disclosure, and ethical management/governance.

Nonprofit 'Death With Dignity'
Presenter: Andy Robinson, Andy Robinson Consulting

How can we best serve struggling nonprofits on the verge of shutting down -- or limping along indefinitely? What would a 'nonprofit will' look like? How can we help organizations incorporate exit strategies into their planning processes, just as for-profit businesses do? What is the consultant's role in all this? Join us for a lively conversation on the ethics and practice of hospice care for nonprofits. Bring your stories to share.

Succession Planning with Long-Tenured EDs
Presenters: Tim Wolfred and Byron Johnson, CompassPoint Nonprofit Services

Leadership transitions in nonprofits led by long-serving, successful executives require careful and extended planning; both to insure no loss of program momentum when the executives depart and to set their successors up for success. CompassPoint consultants will present the succession planning practices they have developed in their work with founders and long-tenured executives. Participants will be asked to critique the emerging practices and share their own experiences.

Telling the Whole Story through Evaluation
Presenters: Nancy Kopf and Jessica Anders, Success Measures, NeighborWorks America

Understanding the needs and benefits of programs from the perspective of community residents is vital to improving sustainability and social impact. Often some perspectives are missed because of the challenges inherent in collecting information from residents of diverse racial and cultural backgrounds. Drawing on the presenters' experiences implementing Success Measures, an innovative participatory outcome evaluation method, participants will learn skills to practice culturally competent data collection and analysis.

Transforming Governance: Three Alternative Models for Community Empowerment
Presenters: Judy Freiwirth, Psy.D., Nonprofit Solutions Associates; David Renz, Ph.D., Midwest Center for Nonprofit Leadership at University of Missouri-Kansas City

There is a widespread sense that current governance models are inadequate to effectively respond to the challenges faced by many nonprofits and communities. This advanced interactive workshop will involve participants in considering three alternative frameworks: 'System-Wide Governance' and "Community Engagement Governance" (governance responsibilities are shared across key components of an organization, including its constituency/community, staff, board) and 'Network Governance' (governance functions move beyond the boundaries of one specific organization).

 

POST-CONFERENCE Workshop

Saturday, July 21 from 9:30am - 12:30pm

Cultural Competency Remix: An Advanced Peer Exchange

Presenters: Diana Lee, National Community Development Institute; Patricia St.Onge, Seven Generations Consulting; Beth Applegate, Applegate Consulting Group

Making cultural competency real means transforming the way nonprofit leaders understand and practice capacity building.  This session is a peer exchange for advanced-level practitioners, who have been intentional about focusing attention to cultural dynamics throughout their work for more than three years. Join in a powerful exchange among colleagues to sharpen analysis of current dilemmas and identify practical solutions. We will consider issues of structure going beyond interpersonal relations, and brainstorm how to seize opportunities to make lasting change.