Thursday, January 7, 2016: Pre-Symposium Kaleidoscope Tour

(Separate Registration Required)

Limited to ten people.

8:00am - 12:00pm

The Kaleidoscope of Governance Tour: Visit two extraordinary Kaleidoscope for Exceptional Governance Award winners, Voices for Children and Ocean Discovery Institute, for an in-depth conversation with their board and staff leadership.

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Friday, January 8, 2016: Exceptional Governance Days

8:00am Registration, breakfast and networking

8:30am Welcome
Dean Nick Ladany, USD School of Leadership and Education Sciences

8:45am Symposium Orientation
Dr. Laura Deitrick, Director, USD Nonprofit Institute and Liz Shear, MA, Director, USD Governance Symposium

8:55am Presentation of 2016 Kaleidoscope Award for Exceptional Governance and panel discussion
Dr. Mary McDonald, chair, Kaleidoscope Award Committee and Liz Shear, MA, Kaleidoscope Award Committee

10:15am Break

10:25 - 11:55am Seminars, Workshops, and Panels

  • Inside the 2015 Kaleidoscope Award Winning Board: Kids Included Together
  • Organizational Overhead Myths and Opportunities
  • New Laws Affecting Nonprofits
  • Maximizing Human Resources in Your Organization: The Board’s Role
  • The Magic of Dialogue and Inquiry
  • The Continuum of Strategic Alliances
  • Financial Literacy
  • Is Your Board Ready to Diversify?
  • The Insider’s Guide to Succession Planning and Executive Search

12:10 – 1:00pm Lunch

1:10 - 2:40pm Plenary Session: Leadership Lessons

Join our master fundraisers, members of the San Diego Philanthropy Group, as they explore their journey thus far and how they see the culture of philanthropy evolving in San Diego. Panelists include:

  • Mary Ruth Carleton, Vice President for University Relations, San Diego State University
  • Anne Farrell, Cheif Philanthropy Officer, Voices for Children
  • Doug Hanses, Director of Development, La Jolla Playhouse
  • Steve Jennings, Executive Director, Rady Children’s Hospital Foundation and Senior Vice President, Rady Children’s Hospital 
  • Bill Littlejohn, CEO and Senior Vice President, Sharp HealthCare Foundation
  • Tim O’Malley, Vice President for University Relations, University of San Diego
  • Todd Schultz, Vice President for Institutional Advancement, San Diego Symphony 
  • Mark Stuart, Foundation President, San Diego Zoo Global
  • Joe Watkins, Vice President for External Relations, Point Loma Nazarene University

2:40pm Break

2:50 - 4:20pm Seminars, Workshops, and Panels

  • Thinking and Acting Strategically Inside the Boardroom
  • Financial Literacy
  • New Laws Affecting Nonprofits
  • Exceptional Partnerships: How the Board Chair and CEO Manage and Staff the Board
  • When Groupthink Happens: How Boards Can Manage Agreement and Make Good Decisions
  • The Insider’s Guide to Succession Planning and Executive Search
  • The Super Important Board Role: How to be an Excellent Organizational Ambassador 
  • The Kaleidoscope of Governance: Exploring a New Governance Framework
  • Preparing Your Board for Big Fundraising

4:20pm Adjourn

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Saturday, January 9, 2016: Exceptional Governance Days 

8:00am Registration, breakfast and networking

8:30am Welcome
Nonprofit Institute Advisory Board Chairs

8:40 - 9:55am Keynote Address

“Stand for Your Mission: The Power of Board Advocacy - You Are the Voice Your Mission Needs” 

BoardSource, Campion Foundation and our very own San Diego Youth Symphony and Conservatory will explore how to unleash the full potential of nonprofits to advance their missions through advocacy.

  • Sonya Campion, Co-Founder and Trustee, Campion Foundation
  • Vernetta Walker, Vice President, Programs & Chief Governance Officer, BoardSource
  • Dalouge Smith, President & CEO, San Diego Youth Symphony and Conservatory
  • Ernie Smith, Vice Chair of Governance, San Diego Youth Symphony and Conservatory Board of Directors

9:55am Break

10:05 - 11:25am Seminars, Workshops, and Panels

  • Building an Exceptional Board from the Start
  • Mighty Marketing: Creating Strategies that (Really!) Make a Difference
  • Measuring and Communicating Outcomes and Impact
  • What Every Board Member Should Know About Charitable and Planned Giving
  • Audited Financial Statements vs. Form 990—How and Why They Are Different
  • Understanding Your Fiduciary Duties
  • Socially Responsible Investing
  • Engaging Your Community in Strategic Visioning
  • Stand By Your Mission: An In-Depth Conversation about Board Advocacy

11:25am Break

11:35am - 1:05pm Seminars, Workshops, and Panels

  • Building an Exceptional Board from the Start
  • What Every Board Member Should Know About Charitable and Planned Giving
  • Understanding Your Fiduciary Duties
  • What Every Board Member Needs to Know about Community Collaboration
  • Approaches to Donor Engagement for Campaigns: The Feasibility Study and More
  • Engaging Your Community in Strategic Visioning
  • Building the Board of Your Dreams: A Comprehensive Approach to Board Development
  • Socially Responsible Investing 
  • Always Look on the Bright Side of Life: Positive Culture for Board Performance and Retention

1:15 - 2:10pm Lunch

2:20 - 3:20pm Plenary Session: The Next Chapter: Chapter Two of San Diego Opera's Journey in a New Age

The Opera is back and growing stronger every day. Hear about how our Opera’s transformation is progressing from their board president and other key board and staff. Learn what has worked and how you can use these lessons in your own organizations.

  • Carol Lazier, Board President
  • David Bennett, General Director
  • Linda Spuck, Chair Development Committee and moderator

3:20pm Adjourn

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