Annual Nonprofit Governance Symposium Agenda at a Glance

2020 Schedule

For more information on the various sessions, please visit the Session Descriptions Page.

8:30am Welcome, Opening Remarks, and Presentation of Kaleidoscope Award for Good Governance

  • San Diego Children's Choir

  • Lyn Corbett, Director, Governance and Community Programs, The Nonprofit Institute, University of San Diego

  • Emily Young, Executive Director, The Nonprofit Institute, University of San Diego

9:00am Opening Plenary - To Infinity and Beyond: Launching the Next Decade of Governance

  • Moderator: Lyn Corbett, Director, Governance and Community Programs, The Nonprofit Institute, University of San Diego

  • Bina M. Patel, CEO, Saathi Impact

  • Rusty Stahl, Founder, President and CEO, Fund the People

10:00am Networking and Refreshments

10:15am Seminars and Workshops: Session I

  • Dare to Lead: Values and Accountability - Lorri Sulpizio, Director, Conscious Leadership Academy, The Nonprofit Institute

  • Designing for DEI: Taking Action - Bina M. Patel, CEO, Saathi Impact

  • Key Trends in Charitable Giving Through the Eyes of the Donor - Anna Diaz, Lead Advisor, Dowling & Yahnke Wealth Advisors

  • Evaluating Long-Term Sustainability in an Uncertain World and Implications for Investment Strategies, Spending Policies and Strategic Planning - Jeromie Park, Vice President, Investment Management Division, Goldman Sachs; Daniel Ladd, Vice President, Investment Management Division, Goldman Sachs

  • Lessons Learned from Good Governance: Kaleidoscope Award Panel - 2019 Kaleidoscope Award Winners

  • Financial Literacy for Leadership - Rick Dahlseid, CPA, Financial Consultant

  • Yes, it is LEGAL for Your Nonprofit to Lobby: Strategies and Election Year Tips! - Pat Libby, CEO, Consultant, Pat Libby Consulting

  • How Best to Keep Your Board Members Out of Trouble - Brian Yacker, CPA, Managing Partner, YH Advisors; Stacy Bergman, CPA, YH Advisors

  • Get Your Fundraising Ready for Take-Off! Getting Your Board on Board with Fundraising (and Having Fun While You Do It) - Sally Dadmun Bixby, Philanthropy Studio, LLC

11:30am Lunch and Presentation

  • Economic Update 2020 - Anthony Valeri, CFA, Investment Management Director of Wealth and Fiduciary Services, Zions N.A. - Sponsored by California Bank & Trust

12:45pm Seminars and Workshops: Session II

  • The Radically Changing Role of Leadership and Governance Models for Social Enterprises - Karen Henken, Professor of Practice, Social Innovation and Entrepreneurship, Kroc School, University of San Diego; Jen Gilmore, CEO, Kitchens for Good

  • Responding to the Tax Cuts and Jobs Act: Embracing Alternative Funding Structures to Create a Sustainable Sector - Mary Dowling, Partner, For Purpose Law Group

  • Leveraging Leadership to Catapult Growth Capacity - Jacqueline Rossow, Principal Jacqueline Consulting; Senior Consultant, Ruotolo Associates; George Ruotolo, Chair and CEO, Ruotolo Associates

  • ECO - Leadership: From EGO - To ETHNO - To ECO - Dr. Zachary Green, Professor of Practice and Director of Leadership and Diversity Initiatives, The Nonprofit Institute, University of San Diego

  • Volunteers: Your Overlooked Source of Capacity and Trust - Sue Carter-Kahl, Lecturer, University of San Diego

  • Yes, it is LEGAL for Your Nonprofit to Lobby: Strategies and Election Year Tips! - Pat Libby, CEO, Consultant, Pat Libby Consulting

  • Build and Scale Predictable Revenue Online: How to Create a Recurring Giving Program That Works - Jordan Shuler, Account Executive, Community Boost Consulting; Regan Dishon, Senior Account Executive, Community Boost Consulting

  • Creating a Coaching Culture Within Your Nonprofit - Mike Gellman, CEO and Founder, High Five Career Coaching

2:00pm Break

2:15pm Seminars and Workshops: Session III

  • Talent-Investing in Fundraising & Executive Management - Rusty Stahl, Founder, President and CEO, Fund the People

  • Risk, Governance, and What it Means to the Board - Colleen Lazanich, CEO CalNonprofits Insurance Services; Cole Kinney, Senior Vice President of Development, CalNonprofits Insurance Services

  • Nonprofit PR Bootcamp - Jack Berkman, President and CEO, Berkman Strategic Communications

  • Courageous Leader: Courageous Follower - Lyn Corbett, Director, Governance and Community Programs, The Nonprofit Institute, University of San Diego

  • Unlearning White Privilege: Preparing to Pursue Racial Justice - Heather Milne Barger, Communications Consultant, Racial Justice Advocate

  • Telling the Story: Helping Nonprofit Board and Staff Communicate Impact - Tessa Tinkler, Senior Research Associate, Caster Center, The Nonprofit Institute and Kim Hunt, PhD, CNP Adjunct Professor Department of Learning and Teaching

  • The Giving Pledge: A New ‘Golden Age’ of Billionaire Philanthropy? - Hans Peter Schmitz, Associate Professor, Leadership Studies, University of San Diego

  • Overcoming the Barriers to Strategy Execution - Charles Dayton, Founder and President, Action Strategy

3:30pm Kaleidoscope Award Reception and Networking - Sponsored by Union Bank

7:30am Community Conversations

  • Intersectionality - Zachary Green, Professor of Practice; Director, Leadership and Diversity Initiatives, The Nonprofit Institute, University of San Diego
    • In the nonprofit sector, our work often provides services to populations different from our own—or really? This interactive session invites us to explore the concept of intersectionality and the points of shared identity we have with one another. The central inquiry is whether we are as different as we may perceive and believe ourselves to be.
  • Purposeful and Unwavering Leadership for DEI - Bina M. Patel, CEO, Saathi Impact
    • In a reflective, interactive and conversational session, participants will have time to expand on their leadership practices to deeply and purposefully serve as a DEI leader. We will explore what it means to “show up” for this work on a day-to-day basis.

7:30am Alumni Invitational Breakfast

8:00am Breakfast and Networking

8:30am Welcome, Opening Remarks, and USD & Live Well San Diego Partner Proclamation

  • Laura Deitrick, Associate Director, The Nonprofit Institute; Professor of Practice, Department of Leadership Studies, University of San Diego

9:00am Community Foundations Panel: Beyond Grantmaking

  • Mark Stuart, President & CEO, The San Diego Foundation
  • Christy Wilson, President & CEO, Rancho Santa Fe Foundation
  • Beth Sirull, President & CEO, Jewish Community Foundation
  • Anne McEnany, President & CEO, International Community Foundation

10:30am Break

10:45am Seminars and Workshops: Session I

  • Leadership Across Cultures: Integrating Cultural Competency and Sensitivity - Antonio Jimenez-Luque, PhD, Assistant Professor, Department of Leadership Studies, School of Leadership and Education Sciences, University of San Diego; Carla Penha Vasconcelos, PhD Candidate in Leadership Studies, Gonzaga University
  • You are an ARTIST: A Fresh Look at the Board's Role in Fundraising - Linda Spuck, Principal, Linda Spuck Consulting
  • Lessons Learned from Good Governance: Kaleidoscope Award Panel - 2019 Kaleidoscope Award Winners
  • A New Border Vision: Applying Global Best Practices to Border Governance in the United States - Andrea Guerrero, Executive Director, Alliance San Diego
  • Behind the Scenes of Nonprofit Boards: What Moves Them Forward and What Keeps Them Stagnant - Nicholas Ladany, Dean, School of Leadership and Education Sciences; Associate Provost for Academic Outreach, University of San Diego
  • Financial Literacy for Leadership - Rick Dahlseid, CPA, Financial Consultant
  • The Call: The Strategic Plan that Transformed San Diego Zoo Global - Beth Branning, CEO, Branning Strategies
  • Think Big, Act Small: Innovation for Mission-Driven Organizations - Krishna Kabra, Strategist and Storyteller
  • Leveraging Leadership to Catapult Growth Capacity - Jacqueline Rossow, Principal Jacqueline Consulting; Senior Consultant, Ruotolo Associates; George Ruotolo, Chair and CEO, Ruotolo Associates

12:00pm Lunch and Presentation

  • Presentation - Pamela Gabriel, Senior Vice President, San Diego Market Manager, Bank of America - Sponsored by Bank of America
  • Funders Invitational Luncheon

1:15pm Seminars and Workshops: Session II

  • When Things Go Awry: Handling Rogue Board Members and Board Disputes - Mary Dowling, Partner, For Purpose Law Group

  • Top 10 Trends to Improve the Sustainability of Third Sector Organizations - David O'Brien, Author; Matthew D. Craig, Vice President, Government and Nonprofit Banking, JPMorgan Chase

  • Aligning Shared Values and Leveraging Corporate Resources to Transform Nonprofit Board Service - Moderator: Nancy Sasaki, CEO, United Way of San Diego; Reid Carr, CEO, Red Door Interactive; Christina Hastings, Director of Corporate Communications, Zovio; Pedro Villegas, Community Relations Director, SDG&E; Alicia Quinn, VP of New Business Development, United Way of San Diego County; Jacob Richards, Commercial Banker, Senior Vice President, California Bank & Trust

  • Nonprofit PR Bootcamp - Jack Berkman, President and CEO, Berkman Strategic Communications

  • Building Greater Social Impact with Lean Six Sigma - Leonard Perry, Associate Professor, Industrial & Systems Engineering, Shiley-Marcos School of Engineering, University of San Diego; Beverly Codallos, Director of Philanthropy, Health Center Partners of Southern California

  • Developing a Cultural Mindset - Bharat Mohan, Co-Founder, Systems 2 Leadership; Elissa Haddad, Co-Founder, Systems 2 Leadership

  • Dare to Lead: Values and Accountability - Lorri Sulpizio, Director, Conscious Leadership Academy, The Nonprofit Institute, University of San Diego

  • Risk, Governance, and What It Means to the Board - Colleen Lazanich, CEO, CalNonprofits Insurance Services; Cole Kinney, Senior Vice President of Development, CalNonprofits Insurance Services
  • Build and Scale Predictable Revenue Online: How to Create a Recurring Giving Program that Works - Jordan Shuler, Account Executive, Community Boost Consulting; Regan Dishon, Senior Account Executive, Community Boost Consulting

2:30pm Break

2:45pm Seminars and Workshops: Session III

  • Responding to the Tax Cuts and Jobs Act: Embracing Alternative Funding Structures to Create a Sustainable Sector - Mary Dowling, Partner, For Purpose Law Group
  • Constructing Nonprofit Governance: Tools for Board Planning, Retreats, Meetings, and Assessments - Colton C. Strawser, Doctoral Research Assistant, The Nonprofit Institute, University of San Diego
  • Leading the Board: Best Practices for an Effective Board Team - Stephen Chin, Manager, Account Management & Community Relations, Sharp HealthCare; Ellen Wadell, Board Chair, San Diego Hunger Coalition

  • Marmalade, Myths, Missteps: What it Really Means to Have an Earned Revenue Stream - Jen Gilmore, CEO, Kitchens for Good; Natalia Moussa, Director of Finance, Kitchens for Good

  • Minimizing the Cybersecurity Threat: How to Deter Top-Trending Threats - Lisa Galvez, Infrastructure Security Cybersecurity Manager, Moss Adams LLP; Jason Emmons, Partner - IT Consulting Group, Moss Adams LLP

  • Think Big Act Small: Innovation for Mission-Driven Organizations - Krishna Kabra, Strategist and Storyteller

  • Courageous Leader: Courageous Follower - Lyn Corbett, Director, Governance and Community Programs, The Nonprofit Institute, University of San Diego

4:00pm Board Matching Mixer - Find your next board member!