
What 2011 Summit Attendees Said
"(I) got to know my fellow grantmakers
on a professional and personal level. I believe
this will allow us to collaborate more in the
future."
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#fpn2012 |
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Last Updated 1/18/2012
Pre-Summit Sessions & Activities |
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Tuesday, January 31, 2012 |
11:30 am -
5:00 pm
Skills &
Strategies for Grantmakers Workshop - Day 1
This innovative, two-day learning program on grantmaking
covers all the essential skills and strategies you need to
be an effective grantmaker, and is designed for people new
to the field who want to start off right, seasoned
grantmakers who are looking to deepen their knowledge and
sharpen their skills - and everyone in between! Using a
highly interactive approach and the most reputable resource
materials, the workshop will cover all the knowledge and
skills you need to do your best work. For more information,
click here. |
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Wednesday, February 1, 2012 |
7:30 am - 3:30 pm
Skills &
Strategies for Grantmakers Workshop - Day 2 |
9:30 am - 5:30 pm
Community Foundations of Florida
Meeting
For more information on this meeting,
click here. |
12:00 - 5:00 pm
Optional Golf/Spa Discounts
On Wednesday afternoon, FPN has
arranged for a 10% discounts for Summit attendees for the
Waldorf Astoria Hotel's spa and golf course. For more
information and to take advantage of either the golf or
spa discounts, please contact the meeting planner for FPN's
Summit,
Amy Karimipour,
850-523-4200. |
7:00 pm Emerging Leaders in
Philanthropy Dinner An informal dutch-treat
dinner and conversation for emerging leaders in Florida's
philanthropy field. Watch for more details soon.
Dinner Leader: Jillian Vukusich, Director
of Community Investment, Community Foundation for Palm Beach
and Martin Counties. |
6:30 - 9:00 pm
CEO & Board Dialogue & Dinner
Leading in Times of Urgency, High Stakes &
Uncertainty
Sponsored by Helios Education
Foundation
The dialogue and dinner program will
feature an engaging look at the challenges and opportunities
facing foundation leaders today. In a world of economic
instability and globalization, philanthropic leadership
requires different skills tailored to an environment of
urgency, high stakes and uncertainty. This type of adaptive
change generates resistance, and exercising leadership can
be difficult and dangerous. What are the leadership skills
and tools needed when the future is not only unknown but
unknowable? This event is open to
the chief executives and board members of Florida
foundations and corporate giving programs only.
Presenter & Moderator: Marty Linsky,
Co-Founder, Cambridge Leadership Associations (CLA).
Conversation Leaders: S. Yvette Murphy-Erby, MSW, Ph.D.,
Chair-Elect, Winthrop Rockefeller Foundation;
Javier Alberto Soto, President and
CEO, The Miami Foundation; Sherece Y. West, Ph.D.,
President and CEO, Winthrop Rockefeller Foundation.
For more information,
click here. |
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Thursday, February 2, 2012 |
8:00 am
Summit Registration Opens |
8:00 -
9:30 am
Mentor & Mentee Muffins & Coffee
Meeting Mentees and mentors who
participated in FPN's Florida Philanthropy Mentoring Program
over the past year will gather over breakfast for a wrap-up
discussion of their experience. |
9:30 - 11:15 am
Pre-Summit Sessions for Grantmakers |
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Communications Affinity Group Meeting
Connect with staff and board members of foundations and
other grantmaking organizations who have
communications responsibilities.
In this meeting the group will meet with special
guests Mark Sedway, Director of the Philanthropy Awareness Initiative,
and Allison Fine, Co-Author of The
Networked Nonprofit, to discuss the new
communications frontier in philanthropy.
Meeting Leader:
Susie Bowie, Director, The Giving Partner,
The Community Foundation of Sarasota County. |
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Corporate Funders Conversation
Join in a conversation with other corporate
grantmakers from across Florida to share experiences
and learnings on the most pressing issues facing
your work today and how to maximize corporate social
responsibility. Conversation Leader:
Debra Faulk, Community Affairs
Officer, Wells Fargo. |
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Education Funders Affinity Group Meeting
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Commissioner Gerard Robinson |
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Connect with other funders who have an interest in
supporting education-related issues, organizations
and needs in Florida. During this meeting we will
have a conversation about the state of Florida's
education systems and discuss education innovation
and reform in Florida, with a focus on STEM
education funding efforts,
early learning initiatives and policy issues in
Florida.
Meeting Leader: Tracy Tousey,
Program Director, Community Initiatives, The
Community Foundation in Jacksonville.
Special Guest Presenter: Commissioner Gerard
Robinson, Florida Department of Education. |
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Grants Managers Affinity Group Meeting
Connect with staff and board members of foundations and
other grantmaking organizations who have grants
management responsibilities, to share your
experiences, questions and learnings. During this
meeting we will have general member networking,
conversation and sharing, some continued training as
well as spotlight a current member organization.
Meeting Leader: Julie Brooks,
Grants Manager, John S. and James L. Knight
Foundation. |
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Health Funders Affinity Group Meeting
Connect with other funders who have an interest in
supporting health-related issues, organizations and
needs in Florida to discuss some of the key health
initiatives gaining strength in the philanthropic
sector in Florida. Meeting Leader:
Kerry Diaz, President, Quantum Foundation. |
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Tax & Legal Update
Get the latest updates on important new tax developments
and legal compliance issues that affect grantmakers. Presenter:
Andrew Schulz, Vice President, Legal and Government Relations,
Council on Foundations. |
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Statewide Summit on
Philanthropy |
11:30 am - 1:15 pm
Summit Opening Luncheon & Welcome
Stepping Up to the Challenges for Philanthropy: Making the
Impossible Possible
Sponsored
by Bank of America |
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Bill Strickland |
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Opening Keynote Speaker:
Bill Strickland,
CEO, Social Architect, Community Leader & Visionary.
As president-CEO of Manchester Bidwell Corporation and its
subsidiaries, Manchester Craftsmen's Guild and Bidwell
Training Center, Bill Strickland builds partnerships to help
the disadvantaged build a better future. He is
nationally recognized as a visionary leader who
authentically delivers educational and cultural
opportunities to students and adults within an
organizational culture that fosters innovation, creativity,
responsibility and integrity. Strickland is the author of Make
the Impossible Possible, which includes his story of how a
kid from Pittsburgh's ghetto would go on to lecture at
Harvard and serve on the National Endowment of the Arts
board. His successful track record demonstrates the
opportunities and solutions to the pressing problems and
challenges we face in today's new social economy. Through his
life, his work and his words, Strickland continually
inspires others to dream bigger and achieve the
extraordinary.
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1:15 - 1:30 pm
Break |
1:30 - 3:00 pm
Advancing Philanthropy in the New Social Economy
Sponsored by Stellar Technology Solutions
Perla Ni, President of Great Nonprofits, will set the stage
for our learning and conversation about the new social
economy. Following Ni's talk, a group of innovative thinkers, writers and practitioners will engage in a
thought-provoking and interactive discussion on the
innovations, challenges and biggest opportunities for
philanthropy in the new social economy. What are the new
ideas and tools available? How do we recombine the parts to
make something new and better? What questions should we be
asking? How do we leverage resources and relationships to
face the critical issues that need to be addressed?
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Perla Ni |
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Featured Speaker: Perla Ni, Founder
and President, GreatNonprofits.
Discussion Participants:
Wayne Farmer,
Managing Director, Arabella Advisors; Allison Fine,
Co-Author, The Networked Nonprofit;
Leslie Lilly, President & CEO, Community
Foundation for Palm Beach and Martin Counties.
Moderator: Mark Sedway, Director,
Philanthropy Awareness Initiative. |
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3:00 - 3:30 pm
Refreshment Break
Sponsored by Community Foundation
for Palm Beach and Martin Counties |
3:30 - 5:00 pm
Concurrent Sessions
Choose from four concurrent breakout sessions that will
highlight key issues for leadership and our role
as Florida grantmakers in the new social economy. Session
formats will vary from conversations to workshops, and in
all sessions participants will engage in lively discussions
and activities that will both inspire thinking and offer
some plans for action. |
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The Best Mistakes We've Ever Made: Lessons Learned
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Barbara Roole |
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Oops, that wasn't
supposed to happen! Grantmakers share their
experiences around grants and initiatives
that didn't turn out quite as planned but
eventually were a valuable learning
experience. Come prepared to learn from and
participate in an interactive discussion
about grantmaking decisions that had
unforeseen consequences and how lessons
learned from the experiences have impacted
an organization's decision-making and
informed its future grantmaking.
Conversation Facilitator:
Barbara Roole, Senior Program
Officer, Jessie Ball duPont Fund. |
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Catalytic Philanthropy: Moving to Engagement &
Advocacy |
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How can a grantmaker
move from charity to engaged philanthropy
and why? How much of an impact can they
build with limited staff and resources? What
system change can happen when data and
private resources are brought to bear on
policy change? Using the metrics of Impact,
Influence and Leverage, learn how the Eckerd
Family Foundation's policy-to-practice work
has changed the lives of thousands of
Florida's at-risk youth. Leaders of the
Eckerd Family Foundation will share their
story of building towards powerful impact in
Florida and the legacy they leave as they
sunset the foundation in 2012.
Session Presenters:
Joseph W. Clark, President, Eckerd
Family Foundation; Jane Soltis,
Vice President, Eckerd Family Foundation.
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Joseph A. Clark |
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Jane Soltis |
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Collaboration: Dilemma or Delight?
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What does it take to participate in and
foster true collaboration? How do
grantmakers help sustain organizations,
programs and communities? Learn from case
studies involving Florida foundations that
are doing this work in plain English, at the
community level, with success and integrity.
You'll hear the stories of a sustainability
project serving the food banks in Lake
County and a collaboration between Gulf
Coast Community Foundation and its
partners in workforce and economic
development. Participants will have time to
hear the stories and then engage in in-depth
discussion with the presenters.
Session Presenters:
Bruce Greer, Executive Director,
Community Foundation of South Lake;
Teri A. Hansen, President/CEO, Gulf
Coast Community Foundation; Bill
Hartman, Business Development
Director, Early Learning Coalition of Lake
County; Mark Pritchett, Senior Vice
President for Community Investment, Gulf
Coast Community Foundation;
Larry Roberts,
Administrator, Family Christian Center. |
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Bruce Greer |
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Teri A. Hansen |
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Mark Pritchett |
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Communications & the Media: Beyond the Cash Machine |
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Mark Sedway |
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Can we get beyond this
transactional script? Are there new ways of
communicating so that the dominant
impression of foundations is more likely to
be change agent than cash machine? Join The
conversation on how foundations can talk
about the value they bring to society - and
in a way that speaks to more than the money
they grant. For philanthropy to engage
successfully in advocacy and partnerships in
today's new social economy, our state
partners need to understand who we are and
what we do. Join Mark Sedway for a
communications workshop to help you tell
your story beyond the cash machine.
Workshop Facilitator:
Mark Sedway, Director,
Philanthropy Awareness Initiative. |
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5:00 - 6:30 pm
Social Reception
Sponsored by M&I Institutional
Trust Services
Featuring live music and light
appetizers |
6:30 - 9:30 pm
Dinner & A Movie:
Freedom Riders Screening & Discussion
Sponsored by Wells Fargo
Enjoy
a casual Southern-style dinner before watching a special
screening of the Emmy Award-winning American Experience PBS documentary Freedom Riders, which
tells the powerful, harrowing and ultimately inspirational
story of six months in 1961 that changed America forever.
From May until November 1961, more than 400 black and white
Americans risked their lives - and many endured savage
beatings and imprisonment - for simply traveling together on
buses and trains as they journeyed through the Deep South.
The movie won three 2011 Emmy Awards and is based on USF
Professor Ray Arsenault's award-winning book, Freedom
Riders: 1961 and the Struggle for Racial Justice. The movie
will be followed by a discussion with author Arsenault and former Freedom Riders
David and Winonah Myers from Florida. |
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Friday, February 3, 2012 |
8:00 - 9:00 am
Breakfast Plenary: Lessons Learned From a Brave
Generation
Sponsored by Wells Fargo
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Dr. Ray Arsenault |
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Speaker:
Ray Arsenault, Ph.D., John Hope Franklin
Professor of Southern History and Program Advisor of the
Florida Studies Program, University of South Florida St.
Petersburg.
In
a time of increasing challenges and fiscal strife in Florida
and the country, there may be lessons to learn by harkening
back 50 years to another era of great strife and challenges.
Join author and historian Dr. Ray Arsenault as he acknowledges the 50th
anniversary of the Freedom Riders and asks us to reflect on
the bravery and integrity of a generation that could teach
us lessons from our history to inform Florida's
challenges today. |
9:00 - 9:15 am
Break |
9:15 - 10:15 am
Mini-Concurrent Sessions: Community
Partner Updates & Conversations
In these one-hour sessions you'll hear quick updates and
engage in conversation on new projects Florida's
philanthropy sector and recent work by some of the sector's
key community partners.
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Creating a Florida Nonprofit Alliance
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Join Florida's regional nonprofit capacity-building
centers (MSOs) in a discussion about developing a
statewide Nonprofit Center. Florida is one of only a
handful of states without a state nonprofit
organization that provides advocacy, research and
support for the sector as a whole. Florida's
regional nonprofit centers invite Florida grantmakers to learn about their progress over the
past year, and participate in shaping the
organization's development going forward. Leading
the discussion will be Grace Armstrong,
CEO, Nonprofit Leadership Center of Tampa Bay;
Rena Coughlin, President & CEO,
Nonprofit Center of Northeast Florida; and
Margaret Linnane, Executive Director,
Philanthropy & Nonprofit Leadership Center at
Rollins College. |
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Florida's People & Places: Building a Vibrant State
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It's time to focus on the best
for the people and places that are Florida. How do
we join resources to build vibrant and happy people
and communities? It is being done in other
communities across America and now its Florida's
turn to get busy and get better. The Convergence
Partnership, formed in 2006, is a collaborative of
funders whose goal of policy and environmental
change will help reinvent communities of healthy
people living in healthy places. Please join
Steve Marcus, President and CEO of the
Health Foundation of South Florida, as he reports on
Florida's receipt of a Convergence Partnership grant
and invites all of us to join the conversation on
how to work together to build a more vibrant state. |
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Florida Chamber Foundation: Six Pillars
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The Florida Chamber Foundation is a business-led,
solutions development and research organization,
working in partnership with state business leaders
to secure Florida's future. The Foundation's Six
Pillars serve as a visioning platform for developing
the first-ever long-term strategic plan for the
state. The product of years of collaboration, the
Six Pillars identify the critical factors
determining Florida's future and provides a platform
for local, regional and statewide collaboration.
Join Dale A. Brill,
Ph.D., President of the Florida Chamber
Foundation, for an update and discussion on this
statewide initiative, and the important role
philanthropy plays in the
effort. |
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LeRoy Collins Institute: Tough Choices
Facing Florida's Government
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The current recession plaguing Florida and other
states has revealed an unexpected and unwanted
fiscal reality: many of our local governments have
promised more in retirement benefits to their
employees than is fiscally prudent, according to a
recent report by the LeRoy
Collins Institute. The result is potentially a
ticking time bomb for Florida citizens unless the
state and localities act to recognize and alleviate
obligations they cannot afford to keep. Join
David Matkin, the author of the report, and
Carol Weissert, Director of the
LeRoy Collins Institute, who will explain how local
governments in Florida have gotten into this
difficult financial situation, outline some
recommendations to help create solutions to the
numerous problems facing local government's
management of pensions and other post-employment
benefits, and discuss how the situation could impact
the nonprofit organizations that FPN members
support. We'll also discuss how philanthropy can
help local governments avoid the worst-case
financial scenarios. |
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Tax & Legal Update
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Get the latest updates on
important new tax developments and legal compliance
issues that affect grantmakers from Andrew
Schulz, Vice President, Legal and
Government Relations for the Council on Foundations.
Note: This is a repeat of Andrew's pre-Summit
session on Thursday, February 2. |
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10:15 - 10:45 am
Refreshment Break
Sponsored by The Patterson
Foundation |
10:45 am - 12:15 pm
Concurrent Sessions Choose from four concurrent breakout sessions that will
highlight key issues for leadership and our role
as Florida grantmakers in the new social economy. Session
formats will vary from conversations to workshops, and in
all sessions participants will engage in lively discussions
and activities that will both inspire thinking and offer
some plans for action. |
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Community Assets & Leverage in a Time of Scarcity
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Wayne Farmer |
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Government, the
private sector and nonprofits are realigning
their resources and relationships to work
with communities to meet greater needs with
fewer resources. How does philanthropy act
as a partner or support in these efforts?
What unique roles do we, or can we, play to
leverage community assets? What does this
new social economy mean for the grantmakers'
role in leveraging community assets?
Session Presenter:
Wayne Farmer,
Managing Director, Arabella Advisors. |
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The Future of Florida's Nonprofits
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These are interesting times of struggle,
scarce resources, innovation and
opportunity, all rolled into one for the
nonprofit sector. How is Florida's nonprofit
sector fairing and what does the future look
like for the more than 16,000 nonprofits
serving Floridians? Join an interactive
conversation with nonprofit leaders from
around the state to hear what grantees are
saying about their needs and their questions
for grantmakers and how they are coping in a
challenging environment that is no longer a
temporary state of emergency but rather has
become the standard state of the sector.
Conversation Leaders:
Grace Armstrong, CEO, Nonprofit
Leadership Center of Tampa Bay; Rena
Coughlin, President & CEO,
Nonprofit Center of Northeast Florida;
Margaret Linnane, Executive
Director, Philanthropy & Nonprofit
Leadership Center at Rollins College. |
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Grace Armstrong |
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Rena Coughlin |
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Margaret Linnane |
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Measuring Success & Failure: The Right
(and Most Useful)
Amount of
Evaluation |
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Opinions differ on the "correct" amount of
evaluation for grantees to pursue, as well
as the focus of the evaluation efforts. On
one end, evaluation is seen as an
accountability mechanism where only a
limited investment in evaluation activities
will lead to simple information such as
number of service recipients. On the other
end, evaluation is seen as an expensive
undertaking to "prove" programmatic impact.
Join Marc Schindler and Isaac Castillo for a
discussion of the appropriate level of
evaluation for various investments as well
as how to make the evaluation results as useful
as possible for all parties involved.
Session Presenters:
Isaac Castillo, Director of
Learning and Evaluation, Latin American
Youth Center; Marc A. Schindler,
Partner, Venture Philanthropy Partners. |
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Isaac Castillo |
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Marc A. Schindler |
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The Networked Foundation |
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Alison Fine |
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Networked nonprofits
are simple and transparent organizations.
They are easy for outsiders to get in and
insiders to get out. They engage people to
shape and share their work in order to raise
awareness of social issues, organize
communities to provide services or advocate
for legislation. In the long run, they are
helping to make the world a safer, fairer,
healthier place to live. Join author Allison
Fine to learn the art of the networked
nonprofit - or more specifically the
networked foundation - and how to use the
new tools that can keep your organization
connected with the work of the new social
economy.
Session Presenter:
Allison Fine, Co-Author,
The Networked Nonprofit. |
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12:15 - 12:30 pm
Break |
12:30 - 2:00 pm
Closing
Luncheon Plenary Sponsored by Quantum
Foundation |
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Gara LaMarche |
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Closing
Keynote Speaker:
Gara LaMarche,
Senior Fellow, New York University's
Robert F. Wagner School of Public Service; Former President
& CEO, The Atlantic Philanthropies.
Gara LaMarche has had a long and distinguished career in the
philanthropy and nonprofit sectors, most recently as
President and Chief Executive Officer of The Atlantic
Philanthropies, an international foundation focused on
aging, children and youth, health and human rights operating
in Australia, Bermuda, Northern Ireland, the Republic of
Ireland, South Africa, the United States and Viet Nam.
Throughout his life and career, LaMarche's work has been
marked by a constant focus on human rights and social
justice issues. In his remarks to close out FPN's 2012
Summit, LaMarche will inspire us and, perhaps,
provoke us to gain some new perspectives on our sector and
our work amid the serious challenges confronting our state
and our communities today.
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