FPN 2012 Statewide Summit on Philanthropy

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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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Summit Schedule
       

Full Schedule

Schedule At A Glance
Last Updated 1/18/2012

Pre-Summit Sessions & Activities
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.
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.
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
> 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.
   
> 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.
   
> Education Funders Affinity Group Meeting
  

Commissioner Gerard Robinson
Commissioner Gerard Robinson
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.
   
> 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.
   
> 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.
   
> 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.
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
Bill Strickland
Bill Strickland
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.
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?
Perla Ni
Perla Ni
  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.
 
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.
> The Best Mistakes We've Ever Made: Lessons Learned 
     
 
Barbara Roole
Barbara Roole
  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.
     
> Catalytic Philanthropy: Moving to Engagement & Advocacy
     
  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.
     
 
Joe Clark   Jane Soltis          
Joseph A. Clark   Jane Soltis          
   
> Collaboration: Dilemma or Delight?
     
  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.
     
 
Bruce Greer   Teri A. Hansen   Mark Pritchett      
Bruce Greer   Teri A. Hansen   Mark Pritchett      
   
> Communications & the Media: Beyond the Cash Machine 
     
 
Mark Sedway
Mark Sedway
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.
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


Freedom RidersEnjoy 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.
Friday, February 3, 2012
8:00 - 9:00 am
Breakfast Plenary: Lessons Learned From a Brave Generation
Sponsored by Wells Fargo

Dr. Ray Arsenault
Dr. Ray Arsenault
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.
> Creating a Florida Nonprofit Alliance
   
  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.
   
> Florida's People & Places: Building a Vibrant State
     
  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.
   
> Florida Chamber Foundation: Six Pillars
     
  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.
   
> LeRoy Collins Institute: Tough Choices Facing Florida's Government
     
  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.
   
> Tax & Legal Update
     
  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.
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.
> Community Assets & Leverage in a Time of Scarcity
     
 
Wayner Farmer
Wayne Farmer
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.
     
> The Future of Florida's Nonprofits
     
  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.
     
 
Grace Armstrong   Rena Coughlin   Margaret Linanne      
Grace Armstrong   Rena Coughlin    Margaret Linnane      
   
> Measuring Success & Failure: The Right (and Most Useful) Amount of Evaluation 
     
  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.
     
 
Isaac Castillo   Marc Schindler          
Isaac Castillo   Marc A. Schindler          
   
> The Networked Foundation
     
 
Alison Fine
Alison Fine
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.
12:15 - 12:30 pm
Break
12:30 - 2:00 pm
Closing Luncheon Plenary
Sponsored by Quantum Foundation
Gara LaMarche
Gara LaMarche
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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FPN 2012 Summit
Florida Philanthropic Network

www.fpnetwork.org  |  Phone: 813-983-7399  |  Fax: 813-527-9502  |  mail
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