Annual Nonprofit Governance Symposium Session Descriptions

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

Based on the research of Brené Brown, the Dare to Lead™ model gives leaders the tools to engage in courageous leadership and create the kind of authentic cultures that are needed to thrive in all organizations. In this session, we will review the foundation for daring leadership and explore how values and courageous communication lead to accountability and productivity.

 

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

This workshop will explore key concepts and some tools to operationalize diversity, equity, and inclusion and racial equity in your organizational work. Participants will leave this workshop with immediately applicable DEI practices.

 

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

The 2017 Tax Cuts and Jobs Act is two years old, however, donors and nonprofits are still adjusting to its impact in charitable giving. What are the trends we are seeing in how donors are now approaching their giving? What charitable giving techniques should organizations be aware of and discussing with their donors? As a donor, what opportunities are there to ensure your generosity receives the maximum tax benefit? Join us for this conversation on what trends in the professional advisor community is seeing in giving techniques of donors.

 

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

This session provides an overview of Goldman Sach’s Investment Strategy Group’s 2020 economic and financial markets outlook and a discussion of sustainability analyses for nonprofits given market volatility, asset allocation, spending policy, and the potential impact on donor activity due to tax reform.


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

Have you ever wondered what good governance looks like, but have been afraid to ask? Hear more from this year’s Kaleidoscope Awardees, who will share their stories of how their boards exercised the three essential modes of governance to lead their organizations through transformational change.


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

A fast-paced tour through the crucial areas of financial management for the novice nonprofit leader to the savvy board member. Increase your financial acumen and value to the organization through learning best-in-class approaches.


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

Many people I know are having a Howard Beale - “I’M MAD AS HELL AND I’M NOT GOING TO TAKE IT ANYMORE” - moment. The false notion that nonprofits can’t engage in any type of election year activity, makes me madder than almost anything else. Come learn what your nonprofit can do to move the needle on during an election year and beyond.


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

This interactive session will highlight and explore key issues facing charitable organization board members. Charitable organization boards must oversee the affairs and operations of their organizations and also have legal obligations at the state and federal levels. Hear how to navigate this important terrain effectively and responsibly.


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

In this workshop you will learn how to recruit board members who want to fundraise and how to make development an accessible, fun and joyful process for all. You will leave with proven practices to boost fundraising and confidence, as well as knowledge surrounding how to create a fundraising path uniquely suited to your organization.

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

Social enterprise models offer significant opportunities for nonprofits to develop new sustainable revenue streams. However, these new models present challenges for how to effectively shift strategy and mindset to maximize financial growth and social impact. This workshop will explore the necessary shifts in culture and decision making for social enterprise success.


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

The Tax Cuts and Jobs Act has had significant effects on US taxpayers, including nonprofit organizations, resulting in a stark reduction of donor dollars. This session will analyze how nonprofits are being forced to think outside of the box to adopt non-traditional revenue streams to ensure a sustainable future. The discussion will include how to navigate the legal obstacles of joint ventures, social enterprises and cause-related marketing.


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

Join our interactive discussion on practical ways for your board and staff leadership to create an environment of increased engagement and commitment to your organization. We will address how to move past common barriers to board success to expand your organization’s capacity for growth and development.


ECO - Leadership: From EGO - To ETHNO - To ECO - Zachary Green, Professor of Practice and Director of Leadership and Diversity Initiatives, The Nonprofit Institute

There are four discourses or waves of leadership that can be found in contemporary organizations, according to Simon Western, author of Leadership: A Critical Text. Our focus is on the most emergent of these discourses, which he has termed eco-leadership. It involves movement from an ego and ethno orientation in our work to one that embraces more of what is eco in organizations and the planet, characterized by greater mutuality and connectivity.


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

Nonprofits need labor, funding, awareness, community trust, and a positive reputation to be successful. Investing in volunteers with intention can advance each of these areas, yet boards rarely discuss volunteerism as a part of their strategy and planning. This session will translate the latest research on volunteerism into practical tools and exercises that you can apply in your organization.


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

Many people I know are having a Howard Beale - “I’M MAD AS HELL AND I’M NOT GOING TO TAKE IT ANYMORE” - moment. The false notion that nonprofits can’t engage in any type of election year activity, makes me madder than almost anything else. Come learn what your nonprofit can do to move the needle on during an election year and beyond.


Build & 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

Did you know that a recurring donor is worth more than 5 times the value of a one-time gift? Does your organization struggle to drive predictable revenue online? Learn how to build, market and scale a recurring donor program that can transform your business model and ultimately, impact.


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

What do leaders at the “best-of-the-best” organizations do to foster coaching cultures that lead to extraordinary employee performance and organizational outcomes? Whether you work within a small or large nonprofit, you will get an inside look at different approaches leaders are taking to embed coaching into the fabric of their organizations.

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

This session looks at the crucial role Executive Directors play in talent-investing, as they sit at the fulcrum between nonprofit staff on one side, and nonprofit boards and funders on the other side. [Recommended for Executive Directors]


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

What are your board roles? What does governance look like on your board? Do you have a risk champion in your organization? Who understands your risk management program? Does the board really need to know all that? Join us to talk about your risky business!


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

Tired of wanting to know why you can’t seem to get your story out? This session will examine what Public Relations entails and how to create exceptional brand recognition. Participants will achieve a deeper understanding of their organizations’ strengths and learn how to elevate their brand. Topics will include media relations, key message development, effectiveness of maximizing ambassadors, and getting your story out to your target audience.


Courageous Leader: Courageous Follower - Lyn Corbett, Director, Governance and Community Programs, The Nonprofit Institute

In order to lead one must understand what it means to follow. In this workshop, participants will examine the ramifications of different leadership styles and identify their personal growth needs. Participants will explore their own value structures and how these structures can enable them to act with courage when necessary.


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

In order for nonprofits to move into full implementation of diversity and inclusion, leaders must do personal work within themselves. Join us for an interactive workshop where we will discuss the basis of institutional racism and white fragility. We will go over practical tools for unlearning your own biases, identifying everyday racism and next steps to take into your nonprofit work.


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 

Join us as we walk you through the evaluation process and explain how to identify goals and outcomes as well as how to effectively communicate the impact of your organization. We will answer questions such as: What are the outcomes and how are they different from the goals or the mission of the organization? And—What is the story of the organization I support and how do I articulate that story to others?


The Giving Pledge: A New ‘Golden Age’ of Billionaire Philanthropy? - Hans Schmitz, Associate Professor, School of Leadership and Education Sciences

With the establishment of the Giving Pledge in 2010 by Warren Buffet and the Gates family, billionaire philanthropy gained increased public attention. Debates about the changing nature of philanthropy and how billionaires should contribute to the public good should take into account the personal motivation and causes supported by donors and Hans Schmitz is here to explain why.


Overcoming the Barriers to Strategy Execution - Charles Dayton - Founder and President of ActionStrategy

In this hands-on work session, participants will assess their organization’s capacity to develop and implement effective strategies and learn innovative methods to create actionable plans. Topics include: creating psychological safety, establishing organizational focus and internal alignment, developing effective tracking and accountability systems and using effective strategic thinking tools to establish direction.

Leadership Across Cultures: Integrating Cultural Competency and Sensitivity - Antonio Jimenez-Luque, 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

This session examines issues concerned with learning about and learning from the cultural, ethnic and racial diversity we found in contemporary American society and in the world, and how it relates to organizational leadership issues. Moreover, we will apply our session issues toward addressing the development of global and intercultural citizenship that exercises leadership in the building of community justice and promoting inclusive organizational systems.


You are an ARTIST - a Fresh Look at the Board's Role in Fundraising - Linda Spuck, Principal, Linda Spuck Consulting

One of the primary responsibilities of a board member is to ensure adequate resources for their organization. Typically this is defined as becoming a fundraiser. Let’s expand that definition! In this workshop we will look at a variety of ways board members can utilize their unique skills and gifts to fulfill this important responsibility.


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

Have you ever wondered what good governance looks like, but have been afraid to ask? Hear more from this year’s Kaleidoscope Awardees, who will share their stories of how their boards exercised the three essential modes of governance to lead their organizations through transformational change.


A New Border Vision – Applying Global Best Practices to Border Governance in the United States - Andrea Guerrero, Executive Director, Alliance San Diego

A New Border Vision is a framework for responsible border governance. It leads with our values, addresses our needs, and adheres to good governance principles to generate humane and well-functioning borders for the 21st century. It is driven by border communities who are calling for action through expanded public safety, protecting human life, and welcoming people at the border. The New Border Vision was created by the Southern Border Communities Coalition, a project of Alliance San Diego. Join us as we explore public polling data recently released by the US Immigration Policy Center and discuss how the border shapes us all.


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

This presentation will discuss the non-discussed elements that make nonprofit boards effective (e.g., innovative thinking; diversity and inclusion; asking “why”) and ineffective (e.g., diffusion of responsibility of financial indicators and performance). Participants will engage in an exercise that explores secrets not discussed among board members that make boards effective and ineffective.


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

A fast-paced tour through the crucial areas of financial management for the novice nonprofit leader to the savvy board member. Increase your financial acumen and value to the organization through learning best-in-class approaches.


The Call: The Strategic Plan That Transformed San Diego Zoo Global - Beth Branning, CEO, Branning Strategies

Do you struggle to balance the aspirations of your organization with the realities of its resources? Do you dream of exponential change but can’t get your stakeholders to rally around your vision? For many years, San Diego Zoo Global (SDZG) wrestled with its purpose . . . until it implemented a new breed of strategic plan known as The Call. This session will show how SDZG developed, launched, and lived The Call. Attendees will learn the steps to create a strategic plan to deliver on their own unique mission.


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

Innovation can be a daunting task in the nonprofit world. In this session, we will ask how mission-based organizations can safely and efficiently lean into innovation? Think, maximum impact for minimum dollars. Consider thinking big, acting small.


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

Join our interactive discussion on practical ways for your board and staff leadership to create an environment of increased engagement and commitment. We will address how to move past common barriers to board success to expand your capacity for growth and development.

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

Once an organization has its board in place, it is smooth sailing from there, right? Not always! We will address board governance conflicts and disputes, and how to address them while maintaining a healthy and compliant organization. This workshop will analyze how to spot potential disputes, conflicts of interest or rogue activity before they escalate, de-escalating hostile situations prior to litigations and understanding the paths a dispute could take.

 

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

Interviews were held with over 60 industry thought leaders – CEOs, Board Chairs, philanthropists, authors, and executives of nonprofits, consulting firms, and foundations - to identify examples of practices and trends nonprofits are deploying to strengthen operational and financial sustainability and replace historical funding models.

 

Aligning Shared Values and Leveraging Corporate Resources to Transform Nonprofit Board Service - Moderator: Nancy Sasaki, CEO, United Way of San Diego County; 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

A panel of nonprofit and private sector leaders will discuss the shared value that can be created when corporate employees are engaged in nonprofit board service. Panelists will discuss the return on investment for corporations, as well as the value that nonprofit organizations derive by having corporate employees on their boards. We will also include tips for nonprofit leaders to identify and recruit prospective board members.

 

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

Tired of wanting to know why you can’t seem to get your story out? We will examine what Public Relations entails and how to create exceptional brand recognition. Participants will achieve a deeper understanding of their organizations’ strengths and learn how to elevate their brand.

 

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

Lean and Six Sigma methodologies have held traditionally strong ties to the manufacturing sector with exceptional results, and recently, they have become popular across multiple industries. Can these methodologies help streamline nonprofit management and operations and increase their social impact? Nonprofit organizations will present the results of their process improvement projects after applying these techniques.


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

Understanding culture is of utmost importance for nonprofits that provide services for underserved and diverse communities. This session will explain how the three levels of culture (national, group and organizational) can be leveraged to improve the effectiveness. Topics covered include an assessment tool and DEI and organizational strategy for creating, embedding and changing an organizational culture.


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

Based on the research of Brené Brown, the Dare to Lead™ model gives leaders the tools to engage in courageous leadership and create the kind of authentic cultures that are needed to thrive in all organizations. In this session, we will review the foundation for daring leadership and explore how values and courageous communication lead to accountability and productivity.

 

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

What are your board roles? What does governance look like on your board? Do you have a risk champion in your organization? Who understands your risk management program? Does the board really need to know all that? Join us to talk about your risky business!

 

Build & 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

Did you know that a recurring donor is worth more than five times the value of a one-time gift? Does your organization struggle to drive predictable revenue online? Learn how to build, market and scale a recurring donor program that can transform your business model and ultimately, impact.

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

The Tax Cuts and Jobs Act has had significant effects on US taxpayers, including nonprofit organizations, resulting in a stark reduction of donor dollars. This session will analyze how nonprofits are being forced to think outside of the box to adopt non-traditional revenue streams to ensure a sustainable future. The discussion will include how to navigate the legal obstacles of joint ventures, social enterprises and cause-related marketing.


Constructing Nonprofit Governance: Tools for Board Planning, Retreats, Meetings, and Assessments - Colton C. Strawser, Doctoral Research Assistant, The Nonprofit Institute, University of San Diego

Good governance is the foundation of any nonprofit organization. This session provides a variety of tools that any board member can use including tips and tricks for conducting board evaluations, planning effective retreats, running successful meetings, and utilizing various strategic tools for optimized board impact! Attending this session will give you ideas for constructing and maintaining a reflective and engaged board.

 

Fund the People: Why and How Boards Can Invest in Nonprofit Staff - Rusty Stahl, Founder, President and CEO, Fund the People

A follow-up from Rusty Stahl’s plenary discussion on Day One, this interactive session will share more of the Talent-Investing Framework and engage participants in five practices they can use to invest in nonprofit staff performance, impact and sustainability.

 

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

Leading the Board to success demands a balancing act of diverse skills and perspectives. In this session, you’ll hear from members of the Board Chairs Learning Group. Drawing from their experience and formal learning, you will gain a greater understanding about the core competencies needed for success.

 

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

Like the words "golf tournament," the phrase "we need an earned revenue stream" render various emotional responses within the nonprofit sector. Intertwining their experiences and lessons learned managing multiple earned revenue streams with data from the field, Kitchen for Good's CEO and Director of Finance take attendees on a social enterprise journey that visits the past and ends in infinity and beyond.


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

According to a report by the Association of Certified Fraud Examiners (ACFE), an organization will lose an estimated 5% of its annual revenue to fraud and not-for-profit organizations are not immune to fraudulent schemes. What steps can your organization take to protect it against the latest fraud schemes? Enhancing your understanding of fraud and its red flags will help ensure that you have what it takes to keep these schemes from going unnoticed.


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

Innovation can be a daunting task in the nonprofit world. In this session, we will ask how mission-based organizations can safely and efficiently lean into innovation? Think, maximum impact for minimum dollars. Consider thinking big, acting small.

 

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

In order to lead one must understand what it means to follow. In this workshop, participants will examine the ramifications of different leadership styles and identify their personal growth needs. Participants will explore their own value structures and how these structures can enable them to act with courage when necessary.