Annual Nonprofit Governance Symposium Session Descriptions

Symposium Sessions

 

9:15am - 10:00am | Plenary | New Administrations, New Priorities: What Does the Shifting Political Landscape Mean for Nonprofits and Philanthropy? 

  • Todd Gloria, Mayor, City of San Diego
  • Nathan Fletcher, Chair, San Diego County Board of Supervisors 
  • Sam Carter, Founding Principal, Resilient Cities Catalyst
  • Ben Kershaw, Director, Public Policy and Government Relations, Independent Sector

As 2021 gets underway, we are ushering in new administrations at the local, regional and national levels. What can we expect to see as public policy priorities? How might federal, state and local funding shift? How might the ongoing pandemic and economic crisis affect public policy and investment? What does all this mean for the nonprofits, philanthropy and the communities they serve? In this session, we will hear different perspectives on these questions from leading local elected officials and national experts on public policy, recovery, and resilience in relation to the nonprofit sector. 


10:15am - 11:00am | Breakout Session | What Boards Need to Know about the Shifting Foundation Landscape

  • Mark Stuart, President and CEO, The San Diego Foundation
  • Pete Ellsworth, President, The Legler Benbough Foundation
  • C'Ardiss Gardner Gleser, Director of Programs and Strategic Initiatives, Satterberg Foundation
  • Fatima Angeles, Vice President of Programs, California Wellness Foundation
  • Emily Young, PhD, Executive Director, The Nonprofit Institute (Moderator)

In light of the extraordinary challenges of 2020, with COVID-19, quickly rising unemployment, and social unrest, foundations have been called upon to not only respond to the current crisis, but also to change the way they approach their philanthropy. Many funders have stepped up their giving, moved toward less restrictive grants, increased funding to address systemic racism, and reoriented their practices to build more trust-based relationships. In this session, local and national foundation leaders will share how their foundations are responding to the crisis and more broadly, what trends they foresee in the philanthropic community over the next few years. 


10:15am - 11:00am | Breakout Session | Panel Discussion: Governance and Adaptive Leadership for the Current Moment: Stories of Resilience and Transformation
  • Krishna Kabra, Executive Director, New Children’s Museum
  • Nancy Maldonado, President and CEO, The Chicano Federation
  • Brent Wakefield, President and CEO Meals on Wheels San Diego County
  • Dr. Lyn Corbett, Director of Governance and Community Programs, The Nonprofit Institute (Moderator)

This session will showcase the heroic work of three organizations and how they have adapted during these extraordinary times to pave the path for new ways of working. This session highlights stories of resilience. These organizations sought a range of outcomes and impacts for the people and communities they serve - supported by innovative and collaborative practices.


10:15am - 11:00am | Breakout SessionThe Financial Rollercoaster: Let me off!
  • Jesus Gonzalez, Executive Director, Wesley House
  • Reed Vickerman, Chief Financial Officer, the New Children’s Museum
  • Rick Dahlseid CPA, Consulting CFO
  • Mitchelle Woodson, Esq., Executive Director, Managing Attorney, Think Dignity

Whether it is the Lightning Rod at Dollywood, the Goliath at Six Flags Magic Mountain, or the Millennium Force at Cedar Point, thrill-seekers voluntarily get on these rides. Unfortunately, the financial rollercoaster that created so much nausea this past year was anything but voluntary. Getting off the pandemic induced financial rollercoaster required planning, skill, and a little bit of luck. Join us as we discover from 3 seasoned nonprofit executives what helped them and what you can walk away with to help your organization to be better prepared to flourish.


10:15am - 11:00am | Breakout SessionAdaptive Board Leadership
  • Dr. Zachary Green, Professor of Practice and Director of Leadership Development at The Nonprofit Institute

For nearly one year, we find ourselves in very challenging and uncertain situations where what was familiar and worked in the past no longer assures optimal outcomes for our Nonprofits. This workshop gives us an opportunity to explore ways that we can bring greater resilience and adaptive leadership to our organizations and more nimble decision-making to our boards. Particular attention will be given to learning ways that we can increase our capacity to cope with the current complex circumstances and address the diverse dynamics that influence our effectiveness. Together, we will explore adaptive leadership for the new now.


10:15am - 11:00am | Breakout SessionAre We Covered? - Legal Compliance Considerations for 2021
  • Mary Dowling, Managing Partner, For Purpose Law Group, LLP
  • May Harris, Founder & CEO, For Purpose Law Group

Many nonprofit organizations find themselves in hot water with the IRS, Franchise Tax Board or Attorney General for failure to meet the annual compliance requirements. This session will provide guidance on how to ensure your organization does not lose its precious tax exempt status for failing to meet these requirements.In order to ensure your nonprofit doesn’t waste valuable resources on legal fees, this session will also provide an overview on how to reduce overall legal risks and liabilities commonly faced by nonprofit organizations. This workshop will discuss employment issues surrounding staff, volunteers and independent contractors, the necessity of internal policies and insurance coverage, common provisions that should be included in every contract, as well as, licensing and permitting requirements.


10:15am - 11:00am | Breakout SessionBuilding an Anti Racist Organization: What Boards Need to Know
  • Bina Patel, CEO and Founder, Saathi Impact Consulting
  • Emily Young, Executive Director, The Nonprofit Institute
  • Q&A with Dr. Roxanne Kymaani, Kymaani Catalyst Consulting

San Diegans are confronting systemic inequality which has been laid bare during this pandemic. Low-wage Black, Indigenous and People of Color communities have felt the disproportionate impacts of the unfolding public health and economic crisis. The ongoing crisis and protests for racial justice have pushed nonprofit organizations to reexamine their missions and ask painful questions about their role in perpetuating and addressing pervasive racial inequities. With these challenges in mind, this session will help boards explore the following questions: What awareness and skill-building is necessary for boards to enhance their capacity to address organizational issues of racial equity? How can boards build relationships with staff that invite learning, mistakes, and growth around racial equity? How can boards examine issues of power in leadership to not only promote diversity but also embrace equity and justice?


11:15am - 12:00pm | Breakout SessionThe Critical Role of the Board Chair-CEO Relationship
  • Kay Coleman, Chair of The San Diego Foundation Board of Governors
  • Stephen Chin, Board Member, Second Chance
  • Dr. Constance Carroll, Chancellor, San Diego Community College District
  • Ellen Waddell, Board Chair, Museum of Us

More session information coming soon


11:15am - 12:00pm | Breakout SessionStrategic Partnerships for Sustainable Impact
  • Doug Green, Senior Manager, La Piana Consulting

Given the challenges currently facing nonprofits in their programs, finances, and operations, collaborative strategies have never been more important. Nonprofits across the sector are demonstrating how highly integrated collaborations – ranging from consolidation of administrative functions up to full integration via merger – can maximize efficiency and enhance mission impact.

This session will provide an overview of the wide range of possibilities that exist on The Collaborative Map. Drawing from case studies and 20+ years of La Piana experience leading nonprofits through strategic restructuring processes, attendees will also receive an overview of the three major phases in the strategic partnerships process – assessment, negotiations, and integration, key considerations to keep in mind, and resources to help on the journey.


11:15am - 12:00pm | Breakout SessionThe Difference Between Governance and Management: Essential Roles of Boards
  • Dr. Laura Deitrick, Associate Director of The Nonprofit Institute; Professor of Practice, Department of Leadership Studies

More session information coming soon


11:15am - 12:00pm | Breakout SessionCreating Effective Fundraising Committees that Raise More Money, Deepen Board Interaction and Create a Joyful Fundraising Team
  • Sally Dadmun Bixby, Team Leader, Philanthropy Studio, LLC

Too often the Fundraising Committee is the underutilized and misunderstood place where fundraising strategies go to wallow. Your Fundraising Committee instead can be the force behind elevating your mission, fine-tuning campaigns and encouraging greater board involvement. Is your committee arguing over the color of the napkins for the next fundraiser or are they bringing the mission to life through vibrant storytelling because they have a close relationship with program staff?


11:15am - 12:00pm | Breakout SessionWhat Boards Need to Know about the Shifting Foundation Landscape
  • Mark Stuart, President and CEO, The San Diego Foundation
  • Peter Ellsworth, President, The Legler Benbough Foundation
  • C'Ardiss Gardner Gleser, Director of Programs and Strategic Initiatives, Satterberg Foundation
  • Fatima Angeles, Vice President of Programs, California Wellness Foundation
  • Dr. Emily Young, Executive Director, The Nonprofit Institute (Moderator)

In light of the extraordinary challenges of 2020, with COVID-19, quickly rising unemployment, and social unrest, foundations have been called upon to not only respond to the current crisis, but also to change the way they approach their philanthropy. Many funders have stepped up their giving, moved toward less restrictive grants, increased funding to address systemic racism, and reoriented their practices to build more trust-based relationships. In this session, local and national foundation leaders will share how their foundations are responding to the crisis and more broadly, what trends they foresee in the philanthropic community over the next few years.


 

Post-Symposium Sessions

Using Data to Optimize, Improve, and Grow Giving (trailer)

  • Brady Josephson, Managing Director, NextAfter Institute

While philanthropy is growing in the US, the average person's generosity level remains unchanged and there are actually fewer people giving today than 20 years ago. Why? One reason is our failure to truly understand why people give to nonprofits and use that information in our fundraising and communications. This fast-paced, entertaining session will use industry data, original research, and real experiments with real nonprofits to show a model that can help us better understand donors and grow giving, today and into the future.

You’ll learn:

  • The underlying secret to better understand why people give
  • How different types of data can be used to improve fundraising
  • Why email is so important to online fundraising today and how to stand out in a crowded inbox
  • Why testing is critical to fundraising and how you can do your own experiments
  • How personal connection and communication lies at the center of successful fundraising and how to do it via online channels 

Best Practices in Executive Compensation for Nonprofit Organizations: Attracting, Retaining, and Rewarding Key Talent

  • Cory Grant, J.D., Founding Partner & Shareholder, Grant Kinkle & Jacobs
  • David Jacobs, J.D., Partner & Shareholder, Grant Kinkle & Jacobs

In the for-profit world, key employees can be incentivized to stay and perform via stock options, bonuses based on liquidity events, and other techniques. Does this put nonprofits at a disadvantage in recruiting and retaining key executive talent? We at Grant Hinkle & Jacobs do not think so. Participants in our webinar will learn about different employee retention and deferred compensation strategies that are crucial to attracting, retaining, and rewarding their most valuable personnel. Replacing an executive is an expensive proposition, especially so for nonprofits. We will show you how our firm has helped both local and national organizations by designing competitive and compelling compensation strategies. This presentation will include actual case studies and compare and contrast various compensation plans popular with nonprofit organizations. As a special bonus, we will show participants how balance sheet reserves and endowment funds can be repositioned to offset the cost of establishing these compensation programs.


Building Community Connections on the Board to Become an Equity-Focused Organization (trailer)

  • Gabriel Jones, Senior Associate, Arabella Advisors

Nonprofits and philanthropies increasingly recognize the need to recruit young, diverse leaders to serve on their boards. Building more diverse, intergenerational, and inclusive board leadership ensures that organizations are more reflective of and relevant to the communities they serve. More broadly, young board members of color can help organizations advance issues of equity and justice as part of their mission for social good. Board service can also provide rising professionals who have faced structural barriers with meaningful opportunities to expand their social networks, access positions of power, and potentially have greater influence over resources directed towards communities of color and low-income communities. By examining the presenter’s lived experiences through different governance structures, this session will highlight insights, lessons learned, and other tips for successfully building and retaining more diverse and inclusive boards.


Crisis as a Catalyst for Fundraising Success in Community Based and Growing Organizations (trailer)

  • Jacqueline Rossow, Principal, Jacqueline Rossow Consulting

Using examples of leadership, resilience and impact from some terrific community-based and growing organizations I will highlight five actions you and your organization can take now during difficult times or any time for fundraising success. The goal of this session is to empower you with actionable steps and how to use this turbulent time as a springboard to grow more sustainable philanthropic revenue for your organization now and into the future.


Lori Thiel and League of Women Voters of San Diego (trailer)

  • Lori Thiel, President, League of Women Voters of San Diego

*Session description coming soon!*


Planning Through Uncertainty (trailer)

  • Sarah Olivieri, Nonprofit Strategist

*Session description coming soon!*