10th Annual Nonprofit Governance Symposium
Connecting the Dots: The Social Architecture That Undergirds Exceptional Governance
January 10 - 11, 2014
- Early Early Bird Pricing: June 8 - September 1, 2013
- Early Bird Pricing: September 2 - December 1, 2013
- Regular Pricing: December 2 - January 8, 2014
Governance is the process of overseeing and advancing an organization’s cause on behalf of the community and for the common good. A legally constituted board of directors is responsible for this.
Exceptional governance is the process of giving fiduciary, strategic and generative leadership to a nonprofit organization to help it reach its full potential.
Social architecture is the design of an environment that facilitates an organization living its values and achieving that potential.
If we want exceptional governance, then we need to pay attention to the processes, systems, functions, structures, stories and relationships that encourage and support it.
This year’s symposium does just that. Its 30 workshops, seminars, lectures, keynotes and conversations focus on practical and coherent design, best practices and successful examples of exceptional governance. We have gathered an outstanding group of field experts to teach and learn together how to build and sustain exceptional governance.
We have added an exciting new feature: specialized, intensive seminar/group consultation sessions which offer board and staff teams of 4 or more a tailored board development to meet their specific needs. There is an additional fee per person. Space is limited.
Please join us as we explore the architecture of board development, ethics, creating positive cultures, board/staff relationships, board management, resource and financial development systems, planning, real estate, collaborative practices and more. Whether you are an experienced board member or a beginner, we promise there will be a topic to engage you.
8:00 - 8:30 a.m. Networking Breakfast (IPJ)
8:30 - 9:15 a.m. Opening Remarks (IPJ)
9:30 to 11:00 a.m. Symposium Concurrent Seminars Session I (IPJ) (The below session will also be offered again from 1:30 to 3 p.m.)
- Financial Issues from the Governance Perspective
- Inside the Kaleidoscope: Exceptional Board Practices with Francis Parker School
- Values, Ethics, and Principles
- Board and Executive Relationships
- From the Masters: Bridging Donor, Community and Organizational Relationships
- Attracting and retaining a Diverse Board
- Board Development for Membership Organizations
- Strategic Alliances, Partnerships, Mergers, and Collaboration
- Nonprofit Strategic Planning for Results
- How to Read and Use Your Financial Statements
11:10 a.m. to 12:10 p.m. Symposium Concurrent Mini-Lectures (IPJ)
- How to Build Effective Community Relationships for Your Cause
- Connecting the Dots: A Workshop on Cognitive Stretching
- How to Create the Right Toolkit to Inspire and Inform Your Board
- Conversational Practices that Deepen and Strengthen Governance
- How and Why Advocacy Strengthens Your Cause and How to Institutionalize It
- The Board's Role in Organizational Evaluation
- How to Design and Use an Agenda to Structure Effective Board Decision Making
- Marketing and Messaging
Noon to 1:15 p.m. Lunchtime Keynote
A conversation between Nancy Jamison, Executive Director San Diego Grantmakers and Cynthia Olmstead, group development expert and past President of the San Diego Women’s Foundation, on how “Trust Works” to build and sustain exceptional governance. Their conversation is based on Cindy’s new book that she wrote in collaboration with Ken Blanchard and both Nancy and Cindy’s work on developing successful board.
|Nancy Jamison||Cynthia Olmstead|
3:15 p.m. 8th Annual USD Kaleidoscope Award for Exceptional Governance Award Presentation and Panel Discussion
4:15 p.m. Kaleidoscope Award Reception
Two Special Intensives
9:30 a.m. to 12:00 p.m.
1:30 to 4:00 p.m.
Intensive 1: 10 Steps to Great Relationships: How to build a positive, productive and engaged board
Join experts Marjory Kaplan, CEO JCFSD and John Ohanian, CEO 211 as they help you build respectful and highly productive board cultures through a ten step process, tailored just for you. Participants will be asked to complete an assessment prior to attending and will leave with a personalized plan guaranteed to create the board of your dreams.
|Marjory Kaplan, CEO, JCFSD||John Ohanian, CEO, 211|
Intensive 2: How to Prevent and Address Fraud
The best way to keep an open, positive and trusting organizational culture is to be clear and vigilant about protecting our community trust. Unfortunately and more often than we think, people we trust commit fraud. And, there is more to it than having good risk management systems. Join our Moss Adams expert team as they walk you through learning what you need to do to close the loopholes that encourage misappropriation, fraud, bribery and corruption.
Presented by Moss Adams
8:00 to 8:30 a.m. Networking Breakfast (IPJ)
8:30 a.m. Keynote
“Connecting the Dots, the Social Architecture of Exceptional Governance” a conversation with Virgil Roberts, J.D. and longtime civic leader, who has a distinguished career in the music and law business and sits on an array of important nonprofit boards in California. These include the James Irvine Foundation, the Bridgespan Group, the Community Foundation Land Trust and most recently as the co-founder of the African American Board Leadership Institute in Los Angeles.
|Virgil Roberts, J.D.|
9:45 to 11:15 a.m. Symposium Concurrent Seminars Sessions (IPJ) (The below session will also be offered again from 11:30 a.m. to 2:15 p.m.)
- How to Help Your Board "Ensure Adequate Resources" for Your Organization
- Are You Prepared When the IRS Comes Visiting?
- How to Prepare to Retire Your Organization
- To Endow or Not? Where an Endowment Fits in Your Organizational Life Cycle
- How to Evaluate and Improve Your Board Decision Making
- Beginner's Mind: How to Design and Develop an Appropriate, Legal and Exciting Governance System for New Organizations
- How to Be an Excellent Ambassador for Your Organization
- Harnessing the Promise of Social Enterprise: Insights from the Field
- Financial Toolkits: Loans, Reserves and More
Noon to 1:15 p.m. Lunch
Tabletop conversation to harvest lessons learned hosted by Symposium Director, Liz Shear
Two Special Intensive Seminars
9:30 a.m. to Noon
1:30 p.m. 4:00 p.m.
Intensive 1: What Strategic Planning Can Do for Your Organization
A seminar for all board and key staff members on the various types of strategic planning, their pros and cons and how to use this key process to build your board.
|Carole Fish, Principal, Lewis and Fish Consulting, USD Faculty|
Intensive 2: Real Estate and Your Nonprofit
Carlee Harmonson will moderate an expert panel including Jim Seekamp from Union Bank’s Real Estate Department and Berit Durler, SD Zoological Society Board Member that will teach you how to evaluate whether you should accept real estate gifts, how to think about purchases and how to use them to generate partnerships with the private sector. Bring your questions, issues and problems to solve in this in depth seminar.
2014 Symposium Sponsors