Session Descriptions and Materials

Thursday Pre-Symposium Workshops (Separate Registration Required)

Pre-symposium workshops are designed for board and staff teams.  Workshops are limited to 25 people unless otherwise noted.

The Kaleidoscope of Governance Tour has reached maximum capacity. San Diego Youth Symphony and Conservatory board chair Mark Bennett, immediate past chair Robert Gaan and president and CEO Dalouge Smith; Francis Parker School head of school Kevin Yaley; and with Liz Shear, tour guide.

See governance as leadership at work as we visit two extraordinary Kaleidoscope for Exceptional Governance winners, San Diego Youth Symphony and Conservatory and Francis Parker School, for an in depth conversation with their board and staff leadership.

When we look for the Kaleidoscope Award for Exceptional Governance winners, we are looking for sound boards, who take excellent care of their fiduciary assets and go much further.  Not only do they have a palpable sense of community and personal engagement, but they are willing and able to make sense of complicated situations and act from a broad perspective of what is best for the organization and the community.  They are open—they learn from their mistakes and use the lessons to improve their work.  When you meet with them, you can see and feel their pride, passion and teamwork.

Organizational/board size, age and prestige are irrelevant; it is the quality of work that matters.

How Trust Works to Build and Sustain Exceptional Governance
Cindy Olmstead, owner, Cindy Olmstead Consulting and co-author of Trust Works: Four Keys to Building Lasting Relationships

This working session will identify four core elements of trust and the behaviors that boards and staff utilize to enhance positive results, good communication and effective working relationships.  Each leadership team will have the opportunity to assess its trust behaviors, identify where they are strong and as well as areas that need improvement. Teams will leave with an increased awareness of their trust quotients plus a game plan for continuation of their trust building to achieve exceptional governance.  (Space limited to 2-4 teams, not to exceed 25 people)

The Insider’s Guide to Succession Planning and Executive Search
Pat Libby, professor of practice and director, Nonprofit Institute and Jane RheinheimerRheinheimer Smigliani and Drake, APC; USD faculty

According to a recent survey conducted by the search firm Nonprofit HR, two out of three nonprofits operate without a succession plan.  This may be because many board and staff are confused about the key elements of a succession plan and how to advance the idea of establishing one without offending the current CEO.   This workshop will lead participants through a process for creating both an emergency and non-emergency succession plan and help board and staff understand how to conduct an executive search process when the time comes.

Marketing Basics:  Create Your Plan Create Your Pitch
Deirdre Maloney, president, Momentum LLC

There’s a reason that so many nonprofits find marketing to be such a struggle, one that drains time, energy and money — and leads to little success. It’s because they’re doing it wrong.  When done correctly, marketing is a powerful tool, one that draws a targeted audience to
your organization, convinces them to support it, and gets them to get others to do the same.  Participants in this workshop will walk away with the customized marketing tool-kit needed to provide support and success for the coming year and beyond. Some work will be required for completion beforehand.

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Friday Morning

Donor-Centric Governance—Are You There Yet?
Panelists: Bill Littlejohn, CEO and senior vice president, Sharp HealthCare Foundation; Tim O’Malley, vice president for university relations, University of San Diego; Todd Schultz, director of development, The Old Globe; Shelly Stuart, senior vice president/ chief development officer, San Diego Humane Society; Joe Watkins, vice president for external relations, Point Loma Nazarene University; Anne Farrell, chief philanthropy officer, Voices for Children; Steve Jennings, senior vice president and executive director, Rady Children's Hospital Foundation

Moderator:  Mark Stuart, foundation president, San Diego Zoo Global 

Imagine gathering around your Board table to make strategic decisions for your nonprofit and constantly thinking: How will this affect short- and long-term friend-raising and fund-raising?

Join the chief development officers of San Diego’s leading nonprofits as they lead a discussion about Donor-Centric Governance.  Are you donor-centric?  Do you consider the impact upon donors and prospective supporters in all your Board-level decisions?  What benefits might come from becoming highly donor-centric? What are the characteristics of highly-effective, donor-centric nonprofits and the board member who lead them?

Managing the Board
Alberto Cortes, executive director, Mama’s Kitchen

The relationship between a chief executive and their board of directors is a dance, one that requires focus, skill and attention to the rhythm, executed with grace and professionalism.   Together, we will learn the basic steps that create such a dance: who leads, who follows, timing and how to improvise in this subtle partnership between the board president and the executive director. By the end of this workshop, you will be ready to dance with style. (B)

Making Mergers Work for Your Organization
Paul Van Dolah, president, Van Dolah & Associates, Inc.

Mergers can be the most logical move for organizations to make in these times of increasingly restricted resources and pressures to grow the overall impact and effectiveness within the broader community.  Mergers are not without peril however. Before starting down the road to a merger it is wise to be well informed of the keys to making them work.  This course will help you better understand the forms that mergers can take, the keys to success and lessons learned from the field for when mergers don’t work.  (A)

Inside the 2014 Kaleidoscope Award Winner Boardroom: Voices for Children
David Bialis, board chair and senior vice president, Cox Communications; Rochelle Bold, immediate past chair; Anthony Farwell, executive chairman & founder, GovX, Inc.; and Sharon LawrenceEsq, president/CEO, Voices for Children with Janine Mason, Kaleidoscope Award Committee, co-chair, Nonprofit Institute Advisory Board, executive director, Fieldstone Foundation 

While their mission has always guided their work, Voices for Children’s board and key staff took an enormous leap forward in 2006, when they decided to “Serve Every Child” by 2016. Despite retrenchment due to the economic recession in 2008, Voices for Children’s leadership made brave and tough choices to restructure the board and staff to make “Serving Every Child” real.  This involved setting an ambitious fundraising goal and creating a more direct philanthropic role for the board.  By 2013, they had doubled annual giving and are well on their way to “Serving Every Child”. Join a free-ranging conversation with Voices for Children leadership as they share their governance journey.

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Financial Hot Button Issues for Nonprofit Boards
Brian Yacker, partner, YH Advisors

We will address the key financial considerations which all nonprofit board members must be aware of including board oversight over the entity’s finances, transparency, reasonable compensation, insider transactions, conducting of unrelated activities, required information reporting, fundraising activities, state registrations and foreign activities.

Conversational Practices to Manage Conflict
Zachary Green, USD faculty; consultant

Experience and learn conversational practices that promote effective communications in contentious situations.  Explore your own “hot buttons” that trigger escalations of tensions as well as proven methods to bring difficult conversations to better resolutions.  We will pay particular attention to emerging theory and applied methodologies that bring common sense solutions to addressing conflict.  (I)

Common Sense Strategy for Boards to Engage in Resource Development 
Nancy Smith, Team Smith and Don Stump, executive director, North County Lifeline

Creating a “resource full” organization with engaged board members involves a commitment to a systematic approach or roadmap that involves an annual assessment of organizational capacity and determines resource development needs. Explore how to engage board members in the creation and implementation of an annual written plan that provides them with the knowledge and tools to be successful ambassadors and fundraisers for the organization to achieve revenue goals.

Sustaining Board Membership: One and Done vs. the Long Term
Sue Carter Kahl
president, SMCK Consulting

Very rarely do individuals serve only one organization, yet we often think of current board members as ‘ours’.  Join us to explore the notion of board members as resources that are part of our community’s commons.  Are we ‘using up’ board members or contributing to a renewable cycle that prepares them for future service in other roles and organizations?  What would a community strategy look like to cultivate and sustain this community resource?

Financial Inquiry: Taking Financial Oversight Further 
Andy Maffia, senior manager, AKT and Elsa Romero, partner, AKT

Effective board members must be able to review the financial information of their organization, know what questions to ask, and understand how to maintain compliance with the IRS. During this session you will learn not only how to analyze their internal financial statements, the IRS Form 990, and audits, but how these documents can be used as marketing tools when speaking with potential donors.  (I)

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Four Attributes of High Performing Organizations
Mark Steranka, director, Moss Adams

You have invested significant time and resources to build a talented team of leaders, but how do you retain them for the long term and keep them focused on driving high performance, promoting your unique culture and setting an example for others in your organization? Learn how a focus on four attributes of high-performing organizations can help your organization to improve performance in the short term and sustain it over the long term.  (I)

Lunch Keynote: Marjory Kaplan, CEO, San Diego Jewish Community Foundation (SDJCF) and Dr. Paula Cordeiro, dean, USD School of Leadership and Educational Sciences will explore leadership lessons garnered from their individual life's work.  Marjory will share the secrets of how to build a high functioning board, what accomplishments result from making the effort, how the extraordinary SDJCF developed and what it takes to maintain it.  Paula will discuss what it takes to grow a responsible, connected and excellent institution that stays on the cutting edge of thought.  Together, they will explore how this work relates to and strengthens our community and the world.

Inside the 2014 Kaleidoscope Award Winner Boardroom: Ocean Discovery Institute (ODI)
Kurt Gering, board member; manager talent analytics, San Diego Regional Airport AuthorityGenette McGowan ODI vice chair; owner, Home Away From Home; and Ted Griswold, partner, Procopio, Cory, Hargreaves & Savitch, LLP with Edith Glassey, Kaleidoscope Award Committee; associate executive director, Center for Community Solutions

ODI’s mission is “to engage, educate and inspire young people from urban and diverse backgrounds through science-based exploration of the ocean and nature, preparing them to be tomorrow’s scientists and environmental leaders.”  Seven years ago the board took a transformational leap to create a science laboratory in City Heights that could both help transform local young residents as well as the neighborhood. Upon completion their learning laboratory will serve 20,000 students a year. ODI has won a Presidential Award and is in a partnership with the National Oceanic and Atmospheric Administration.  ODI exemplifies exceptional governance through their commitment to realize an extraordinary vision, their courage in fulfilling this vision and their discipline in carrying their decision to fruition. Join a free-ranging conversation with ODI’s leadership as they share their governance lessons along the way.

Managing the Board’s Work
Christy Wilson, executive director, Rancho Santa Fe Foundation; USD faculty

Traditionally, board members are called upon to inspire and lead the strategic direction of the organization while management performs most of the daily functions, at the direction of the board. In this session, we will discuss the relationship between the board and management, specifically the relationship between the Chairman and the CEO. Based on this relationship, we will discover how a high functioning board will embrace the leadership/management dynamic.  (A)

How to Showcase Your Nonprofit and Create the Transparency that Donors and Funders are Looking For
Mike Lichtenberger, managing director, CBIZ MHM LLC; Heather Hernandez, senior manager attest services group, Mayer Hoffman McCann P.C.; and Jasmine Marrow, director of nonprofit strategies, GuideStar 

Transparency is one quality that donors, funders and other stakeholders are looking for in a nonprofit and it’s something that nonprofits are striving to achieve. How can nonprofits utilize resources like The GuideStar Exchange program to create transparency and provide the information donors and funders are looking for? Please join us for a presentation and panel discussion on how nonprofits can showcase their commitment to transparency and better position themselves to be considered by donors and funders. (B)

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How to Build a Financially Sustainable Organization for the Long Haul
Laura Roos, partner, Southern California Not-for-Profit practice leader, Moss Adams LLP and Linda Spuck, CTTA, vice president and personal trust administrator, The Private Bank-San Diego

More than ever, nonprofit organizations are facing financial challenges, which threaten their long- term sustainability.  Two financial professionals will share their insights into how nonprofit boards can protect their organization’s future through effective policies and careful planning. Drawing on experience with charitable organizations, they will provide best practice ideas – from the big-picture to the nitty-gritty -- that can be implemented to enhance organizations of any size.

The Next Generation of Nonprofit Board Leaders
Lauren Grattan, director of development, Natural High and board chair Young Nonprofit Professionals Network San Diego and Efrem Bycer, founder BoardNEXT

Nonprofit organizations are focusing on sustainability more than ever—and having board members who aren’t already planned giving prospects is often touted as a solution for diversifying revenue, bringing a fresh perspective, and keeping up with the times. So what do you do after completing a board matrix and realizing you don’t have age diversity on your board? How do you break out of business as usual to recruit different kinds of board members? In what ways can you engage younger leaders for meaningful and effective board service? We will walk you through both the cultural perception shifts and practical steps necessary to grow and sustain your board with younger leaders—and to continue making our community stronger.

Opportunities and Obstacles: Navigating Nonprofit Partnerships
May Harris , partner, For Purpose Law and Mary Tovella, For Purpose Law

Navigating nonprofit partnerships, collaborations and joint ventures can be tricky and complicated.  Join two experts as they discuss how tax-exempt entities can participate in joint ventures with other entities (including for-profit entities) without endangering their exempt status.  The workshop will also address the related topics of the Unrelated Business Income Tax (UBIT), the threat that UBIT can pose to tax-exempt status, and structural approaches to deal with that threat.

Role of Place
Charlene Seidle
, executive vice president, Leichtag Foundation and James Farley, president and chief executive officer, Leichtag Foundation

Place can play a powerful role in advancing opportunities for engagement and improving qualities of life. Through focusing on a geographic area, funders, nonprofits and civic activists alike can take a holistic, multi-faceted approach to creating change, leveraging deep knowledge to develop innovative methodology and focused evaluation. Join Leichtag Foundation leadership to hear about the opportunities and challenges they face as a local foundation focused on two localities--North County Coastal San Diego and Jerusalem.

Utilizing Market Research Effectively
Shannon Knock, assistant research director, Luth Research

With an ever-increasing focus on the percentage of funds allocated to overhead, boards must determine what else matters to donors in order to stand out and make an impact in their area of focus. Opinions of donors and potential donors can be gathered and analyzed in order to develop a strategic action plan to guide the boards’ decisions. Recent case studies will be shared to illustrate the myriad ways in which market research can be used to inform resource planning and application, including who to target, how and where to find them, what motivates them and how to maintain and increase involvement.

Governing in a Fiscally Sponsored Program
Jessica Kort
, marketing and communications office, Jewish Community Foundation and Rubi Trevinoassistant director of board engagement and operations for alumni and community engagement, University of California San Diego (UCSD) and board development committee chair, YNPN San Diego 

Many nonprofits start as purely volunteer efforts with people who are on fire for a mission, but who don’t necessarily have the capacity to become their own incorporated 501c3 organization. Fiscal sponsorship, housing your charitable program under the tax and legal auspices of a fully-fledged nonprofit, is growing in popularity—especially for smaller, volunteer-driven nonprofits. With this different structure come different governance requirements. Join two experts as they discuss what kinds of policies and culture it takes to govern at YNPN San Diego (the young nonprofit professionals network), a volunteer-run, fiscally sponsored organization.  (B)

New Federal Audit Regulations: Avoiding Compliance Pitfalls
Rollie Munger
, CPA, Senior Audit Manager, Sonnenberg and Company, CPAs and Leonard Sonnenberg, CPA, Managing Shareholder, Sonnenberg and Company, CPAs

This presentation will address the new regulations that are going into effect this year, provide insight and tools for organizational staff to comply with federal regulations by discussing what policies, best practices and controls an organization needs to implement to ensure that federal regulations are being met.

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Saturday Morning Mini-Sessions

State of Nonprofits and Nonprofit Trends in San Diego
MJ Schumann, associate director and Kim Hunt, graduate research assistant, USD Caster Family Center for Nonprofit and Philanthropic Research

Learn about the State of Nonprofits (SoNP) Quarterly Index, which reports on six distinct indicators that have a direct impact on the economic health of San Diego’s nonprofit sector: public confidence, individual giving, volunteering, demand for services, nonprofit employment, and overall unemployment.  After reviewing 14 quarters of longitudinal data on these indicators, there will be an interactive discussion of what strategies you and other San Diego nonprofits use to proactively and reactively respond to this data and other trends in the nonprofit sector.

Beyond Generosity: The Logic Behind Donor Giving
Jennifer A. Jones, graduate research associate, USD Caster Family Center for Nonprofit and Philanthropic Research; USD and National University faculty

Emerging research indicates that philanthropic giving is often motivated and shaped by a donor’s developmental framework or action logic. Studies have shown that an individual’s action logic colors every decision they make, including when, where and how to offer a charitable donation. Discover the core action logics and how to understand how they work in practice.  We will reflect upon the ways in which an understanding of this framework helps strengthen donor relations and upon the sacred responsibility that comes with nonprofit sector leadership.

Recruit 5 Great New Board Members in the Next 3 Months
Jan Masaoka
, CEO, California Association of Nonprofits

Board recruitment discussions usually start with the tired question, "Who do we know?" In this session, Jan Masaoka introduces the Blue Ribbon Board Nominating Committee and a series of other tested, innovative techniques that will help get the right people on the board and even more importantly, get them to start working on Day One. This session will cover whether and how to recruit people of different races or educational backgrounds, whether to have clients or parents (or other direct beneficiaries) on the board, and whether to have fundraising or donation requirements. 

Social Media Marketing: Best Practices for a Successful Campaign
Devon Foster, associate director for communications and marketing, School of Leadership and Education Sciences, USD

Join Devon Foster to evaluate your social media efforts, create a plan to make sure your key messages are heard and identify what platforms are worth your time. She will demonstrate the various free tools that are available to help you manage and continually evaluate your social media presence. You’ll also hear about best practices and how to integrate social media into your existing initiatives.

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The Evolution of Volunteerism in San Diego: From One-Stop Shop to a Service Tapestry
Sue Carter Kahl, president, SMCK with Jaci Feinsteindirector of operations, Right Hand Events and HandsOn San Diego, Melinda Wilkes, director volunteer engagement, Jewish Family Service of San Diego and Sarah Adams, director of volunteer recruitment, Voices for Children, Volunteer Administrators Network and Nonprofit Management Solutions volunteer manager learning group facilitator

San Diego’s volunteer scene has been very dynamic in the last few years.  Organizations have taken up new roles in supporting service and two volunteer-related nonprofits have folded.  Despite a desire for a one-stop shop for service, there seems to be more potential for weaving a tapestry made up of diverse volunteer program threads.  This session will be a facilitated conversation between some of the current players in local service and participants.  

Refugees in Our Midst
Bob Montgomery, executive director, International Rescue Committee

Did you know that San Diego plays an important role in our country’s refugee resettlement effort?  Since 1975 about 100,00-150,000 people have joined our community (about 3,500 people a year) adding to San Diego’s rich social capital.  They come from Vietnam, Russia, Africa, the Middle East, Central and Southeast Asia and more to make a new life.  They bring us new traditions, food, agriculture and more.  It takes guts to come and wisdom to help refugees acclimate.  Join one of our local experts to hear about refugees in our midst: who they are, who helps them and what they add to our community.

Innovations in the Creation of Social Value
Mark Peters, assistant director, USD University Ministry; USD faculty

Remember John Naisbitt who coined the term “megatrends?” Explore major global trends affecting the nonprofit sector with very own megatrend master, Mark Peters, as he shares his thoughts on how to capitalize on some of the megatrends in the field and even create some trends of your own through your own organization.  Using recent insights from the growing field of Social Entrepreneurship and some inspiring examples from up and coming social entrepreneurs, you will learn about how you can innovate in the creation of social value.

Both Sides Now: How Great Financial Management Can Connect Stakeholders with Mission
Bob Beatty, Beatty & Company; USD faculty

The complexity of nonprofit financial management and reporting continues to deepen.  Boards, private and public funders, watchdog groups, employees and others continue to raise their expectations for the accuracy, timeless and - most importantly – the transparency of your operations. Great financial management allows you to lead the discussion with stakeholders instead of responding to old models.  This session will cover ways to develop dashboards that establish a common, proactive language; build a budget process that will drive and communicate strategic change; create a planning culture; and improve the ability of stakeholders to look through the numbers and into your operations.

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Saturday Morning Workshops

Know When to Hold, Know When to Fold: Closing your Organization
Jessica Green
, Jess Green Consulting

Making the decision to close a nonprofit is tough, navigating the legal and emotional aspects of actually shutting down can be even tougher. But it can be done in a way that honors the work, and the people, that comprise the organization's history. We will look at how to gracefully navigate shutting down a nonprofit from the legal perspective, as well as the human perspective.

Strategic Alliances
Kate Wheeler, senior director of development and strategic alliances, United Through Reading

Learn how your nonprofit can create partnerships and alliances with other nonprofits, corporations and individuals that will make every donor dollar go further and every program offering more dynamic.  We will explore a model developed by The Drucker Foundation (now the Leader to Leader Institute,), which has led to partnerships between UTR and Google, Target, the White House and many others.

The Power of Campaign Fundraising
Carole Fish, principal, FISH+LEWIS Consulting and USD faculty and Mark Stuart, foundation president, San Diego Zoo Global

Learn how a fundraising campaign can energize the board, focus staff and engage the community in ways you could only imagine! This session is designed to give you the fundamentals and “silver bullets” you will need to raise more money for your nonprofit, while connecting in positive ways with your stakeholders.  (A)

Engaging the Public in Your Cause: How to Get Support When You Need it Most
Deirdre Maloney, president, Momentum LLC

The good news? You are connected to an organization that you believe in, one that does good work and has natural champions in the community. The tricky part? Finding those champions and convincing them that yours is the cause for them. It’s harder than it might sound at first, but it’s possible. And it can happen relatively quickly, as long as you’ve got a good, solid marketing strategy. How to target those most likely to support your cause, get them to support you and – even better – get them to get their colleagues to do the same? This session will cover the information and structure you need for new levels of support and success!

The Board’s Role in Advocacy
Debra Rogers, nonprofit advocacy consultant and Danny Melgoza, deputy chief of staff to San Diego County Board of Supervisor Greg Cox

Join two experts as they discuss advocacy and the role that it can play for local nonprofit and the communities they serve. Topics include educating a board about lobbying and advocacy laws, reaching out to legislators and collaborating with other organizations. You will leave will a tool kit of practical steps to advocate for your cause and the confidence to do it well.

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Winning the Lottery How to Use your 990 to Strengthen Your Case for Support
Patricia Jo Mayer, senior tax manager, Moss Adams LLP; Jeff Wiemann, executive director, Angels Foster Family Network

Walk through some case studies to learn about using your form 990 to entice the next lottery winner to support your organization.  What should the new lottery winner look at and research to become educated about your organization?  The form 990 is a magnificent tool to draw the new lottery winner to your organization.  Tell your story and tell it well, from basic solid governance procedures, financial data and program accomplishments, to compensation approval processes and transactions with insiders.  Your opportunities are unlimited!

Systems Thinking
Ron Mitchell, partner, AKT and Carol Stachwick, CPA, AKT

A complex world requires new ways of thinking.  It’s time to consider a different approach to problem solving. Systems thinking is seeing beyond isolated events to the patterns, connections and causes that explain many of the problems that confront us in organizations. We will apply systems thinking to a critical management issue as well as exercises, worksheets and tools for you to take back to you organization.

Dollars and Sense: Developing Your Organization to Achieve Fundraising Success
Elizabeth Castillo, graduate research assistant, USD Department of Leadership Studies; USD faculty

Financial resources are essential to organizational success. Yet successful fundraising depends on the entire organization, not just the development department. In this session you will learn how to create a corporate culture that aligns people, policies and processes to create ongoing success in fundraising. The session will also cover strategic program design as a way to create new resources that promote financial sustainability.

Lunch Keynote: Philanthropy and Nonprofit Innovation:  Thinking about your future and how to get there
Pedro Villegas, director of community relations, SDG&E

Innovation is a process that brings together various novel ideas in a way that they have an impact on society.

San Diego Gas and Electric has a unique vantage point, supporting 600 nonprofit partners across our region.  Pedro Villegas, SDG&E's Director of Community Relations, will explore the challenge of innovation and its relationship to philanthropy, because the vision that got your nonprofit here, may not get your nonprofit where it wants to go.

Saving the Opera: Lessons learned from a Board perspective: On March 19, 2014 the San Diego Opera Board of directors voted 33-1 to cease operations due to a seemingly insurmountable financial shortfall.  Two months later, a leaner more engaged board voted to rescind the vote, produce a modified 2015 season and begin the generative thinking necessary to create a new sustainable model for opera in San Diego.  A panel of board members will share lessons learned from this process and provide a glimpse into the future with a focus on applications that can benefit any nonprofit organization.

Panelists: Carol Lazier, board president, San Diego Opera; Joe Watkins, board member, chair of strategic planning committee, San Diego Opera; vice president of external relations, Point Loma Nazarene University; Keith Fisher, chief operating officer, San Diego Opera

Moderator: San Diego Opera board member Linda Spuck, vice president and personal trust administrator, The Private Bank San Diego, Union Bank

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