Session Descriptions and Materials

Thursday, January 7th: Pre-Symposium Kaleidoscope Award Tour

Join Liz Shear to tour two Kaleidoscope Award Winning Boards for an insider’s view of what makes an exceptional board tick. 

Separate registration required. Space is limited.

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Plenary Sessions

Friday, January 8th

Presentation of 2015 Kaleidoscope Award for Exceptional Governance followed by a frank and open conversation among board members and staff about how they work, what they have learned and what makes them exceptional.

Leadership Lessons: Join our master fundraisers as they explore their journey thus far and how they see the culture of philanthropy evolving in San Diego.  Panelists may include:

  • Mary Ruth Carleton, Vice President for University Relations, San Diego State University
  • Anne Farrell, Director of Development Voices for Children San Diego
  • Steve Jennings, Executive Director Rady Children’s Hospital Foundation and Senior Vice President Rady Children’s Hospital
  • Doug Hanses, Director of Development La Jolla Playhouse  
  • 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

Saturday, January 9th

Stand for Your Mission: The Power of Board Advocacy - You Are the Voice Your Mission Needs.  We are delighted to be joined by Board Source, Campion Foundation and our very own San Diego Youth Symphony and Conservatory to 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

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
  • Joe Watkins, Chair Strategic Planning Committee
  • David Bennett, General Director
  • Linda Spuck, Chair Development Committee and moderator
  • And key staff

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January 8th and 9th

Fiduciary seminars:

  • Financial Literacy for Nonprofit Boards
  • What Every Board Member Needs to Know about Planned Giving and Endowments
  • Understanding Your Fiduciary Duties
  • The Changing of the Guard: Executive Succession
  • New Laws Affecting Nonprofits
  • 990 Updates
  • The Board’s Role in Human Resource Systems: Your Highest Return on Investments
  • Preparing Your Board for BIG Fundraising
  • How to Think About Overhead 

Strategic seminars:

  • Thinking and Acting Strategically Inside and Outside the Boardroom
  • The Continuum of Strategic Alliances
  • Using Technology to Further Your Cause
  • Board Advocacy in Action
  • Measuring and Communicating Impact
  • Marketing Matters

Generative seminars:

  • The Magic of Dialogue and Inquiry
  • How to Avoid Group Think
  • Dealing with “The Elephant in the Room”
  • Is Your Board Ready to Diversify?
  • Building the Board of Your Dreams

Exceptional Governance seminars:

  • The Kaleidoscope of Governance
  • Inside the Kaleidoscope Award - Kids Included Together
  • Building an Exceptional Board From the Start
  • Creating High Performance Teams
  • Stand By Your Mission
  • How Creating a Positive Culture Strengthens Board Performance and Retention

Leadership and Social Architecture seminars:

  • The Value of Starting Right: Board Recruitment Through Orientation
  • The Partnership between the Board Chair and the Executive Director
  • Making Meetings Meaningful
  • Building the Board of Your Dreams

Community and Stakeholder Engagement seminars:

  • Engaging Your Community in Strategic Visioning for Your Organization
  • Stakeholder Engagement
  • The Board as Ambassador
  • How to Get the Best from Social Media
  • A New Approach to Stakeholder Engagement: Your Feasibility Study

Be sure to check back for the most up to date session materials!

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