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2015 Conference Workshops

2015 Workshops

Lifecycle Leadership Challenges (Advanced)

Each stage in an organization's lifecycle -- from start-up through scale-up, to brand authority, and into business-model renewal or obsolescence -- presents unique leadership challenges, especially in regards to the acquisition and deployment of human and financial capital. This advanced leadership workshop will utilize real-life case-studies to help participants diagnose their organization's current and next-stage risks and opportunities, as well as provide tools and strategies to optimize the mission-impact and financial potential of each lifecycle stage.

Presented by:

Michael McDonald, CEO, Community Food Bank of Southern Arizona

Prior to joining the Community Food Bank of Southern Arizona as its CEO in January 2014, Michael McDonald served as the CEO of Habitat for Humanity Tucson for nearly a decade. Michael has also served in leadership roles at several other regional nonprofits, as well as at a global manufacturing start-up. With a master’s degree in international management from the Thunderbird School of Global Management, Michael is an adjunct instructor at both Arizona State University and the University of Arizona.

Category:
Organizational Development
Workshop Session:
Session 3 (1:20 p.m.)
Room:
Echo Canyon

Your Story and Your Brand Walk Hand in Hand! (General)

How do you communicate your brand? How do you tell your story? In this insightful and interactive program, Andrea Beaulieu helps you identify your brand archetype to answer these key questions: How do we tell the story of our organization so we stand out; how do we present our mission more powerfully; and how do we get people to take action?! Attendees will learn how to craft their key brand descriptor, enhanced introductory pitch, and creation story to bring the meaning, creativity and emotional engagement so essential to growing and leveraging their brand as distinct and valuable.

Presented by:

Andrea Beaulieu, Principal, Andrea Beaulieu Creates, LLC

Andrea Beaulieu provides speaking, story performance, presentation skills and strategic brand messaging coaching and training. Since she established Andrea Beaulieu Creates, LLC in 1987, she has served dozens of clients in several industries, and worked as the contracted executive director for two nonprofit organizations. As a professional speaker and trainer, Andrea has presented to such diverse audiences as the AFP Greater Arizona Chapter, the Valley of the Sun United Way, the United Way of the Columbia-Willamette, Northern Trust Bank, and the Association for Financial Professionals of Arizona. She is the author of two books on finding and following your authentic voice, and has been a performer for more than three decades including her year with Up With People performing for the Super Bowl Halftime Show, the Indianapolis 500 and Bob Hope’s Birthday Party. Andrea graduated magna cum laude from ASU in Mass Communications and presents a course on storytelling for the Lodestar Center.

Category:
Marketing/Communications
Workshop Session:
Session 5 (3:40 p.m.)
Room:
Arizona

Sustainable Solutions for Associations: Leadership, Membership, Funding and Purpose (General)

There are 30 different kinds of nonprofits that are recognized by the IRS. Although the 501c3 is the most recognized, nonprofit associations of all types are a driving force in America. No matter where you are in your career, the odds that you are a member of a professional or trade association are good. And did you know that associations are the single largest source of post-graduate professional development for America’s workforce? Or that associations are involved in setting product safety standards and creating codes of ethics for entire professions? In this workshop we will talk about areas of concern for most nonprofits and solutions for each including:

  • Leadership - leadership is paramount in any nonprofit, creating a strong, cohesive board is critical for a successful association. We will discuss different board structures and look at case studies.
  • Membership – professional and trade associations are membership centric, providing valuable education, resources and guidelines in place to make an association member involved in any industry more viable in his industry. How do we identify member benefits that will entice membership for YOUR association? Case studies on membership models, what works, what doesn’t, will be presented.
  • Funding – although membership dues are a large component of funding for most trade and professional associations, other revenue streams are critical for ongoing operations and success. How do we identify viable revenue streams for YOUR association?
  • Purpose – as with any nonprofit, the MISSION and PURPOSE of the organization is critical. How do associations remain true to its mission and purpose while continuing growth and ensuring it meets its membership needs?
Presented by:

Conni Ingallina, President, SOS-Association Management Solutions and Stacy Tetschner, CAE, FASAE, CEO, National Speakers Association

Conni Ingallina is the owner of SOS-Association Management Solutions, an Association Management Company (AMC). SOS is the only accredited AMC in Arizona. Her path to starting an AMC was circuitous, starting as a bassoon major in college, leading to an extensive background in business and business management, including financial, marketing and the automotive industry. For the past 20 years she has been managing professional, trade and nonprofit associations on a local, regional and national level. In this capacity, SOS acts as a Professional Advisor and service provider to its clients. Conni is quite active in the nonprofit sector, including as past Board Member and Treasurer of the Arizona Society of Association Executives, a current member of the AMC Institute and the chair-elect of their Membership Committee, a current member of the Arizona Advisory Committee for the U.S. Global Leadership Coalition, a past member of the National Bank of Arizona’s NonProfit Advisory Board and Past President of the USAFA Arizona Parents Club. She is a 2011 graduate of the Athena Power Link Program. Currently, she serves as the Executive Director of the Phoenix Committee on Foreign Relations and the Executive Director of the Arizona Association of Nurse Anesthetists, as well as the President and CEO for SOS.

Stacy Tetschner is proud to serve as the Chief Executive Officer of the National Speakers Association, whose members are helping to motivate, transform, coach and train business leaders around the world. It has given him the opportunity to learn from the brightest and the best in business and put those skills into practice in transforming and growing the National Speakers Association. He is excited to have built alliances between volunteers who are thought leaders and a management team that delivers on those forward thinking principles while keeping their focus on engaging the profession, establishing a valuable brand, and growing the association. At his core, Stacy is an entrepreneurial business executive with a diverse background spanning both the for-profit and nonprofit environments. Specifically he enjoys being an organizational strategist who champions effective association governance, resulting in world-class services and products, by instilling a sense of ownership and unification among volunteers, staff, and leadership.

Category:
Associations
Workshop Session:
Session 1 (9:00 a.m.)
Room:
Flagstone

Making Collaboration a Way of Life: Applying the “Math Model” (Advanced)

Participants will enhance their vision by applying the Math Model, for purposes of:

  • Adding Value by providing complementary services with partners and deepening the service system’s identity
  • Subtracting Costs by combining resources, sharing responsibilities, and improving lessening the burden of single-agency accountability
  • Multiplying Efforts by increasing capacity, building strengths, and talent-scoping
  • Dividing Labor by expanding the reach and diversity of services by sharing expertise

The Math Model of Collaboration provides a focused method of generating creative and meaningful partnership development.

The interconnectedness of the four math functions stimulates shared thinking about how to add value, subtract costs, multiply efforts, and divide labor

Presented by:

Dr. Sheila E. Murphy, President, Executive Advisement, LLC

Dr. Murphy and her organization specialize in collaboration, because we believe in its power for creating better value than any one person or organization can do. We work with non-profit and government agencies, as well as private-sector companies, helping them structure and refine the caliber of their collaboration.

Category:
Community Development
Workshop Session:
Session 3 (1:20 p.m.)
Room:
Gold Dust

Transforming Our Sector for Healthy Communities (General)

This workshop asks the question, "What is your role in creating a healthy community?" In this highly interactive session, participants will have an opportunity to look at their nonprofit career trajectory, reconnect with why they choose to work in our sector and create doable next steps to strengthen how they can be a real agent of change. In the process, participants will learn a replicable reflection technique that includes translating their insights into action. They will know how to facilitate it for themselves and/or for colleagues through the process. Participants will also learn about how these practices are being currently used and have been introduced by emerging nonprofit professionals who want to inspire their peers and the people who work with them. Great as an end of the day workshop.

Presented by:

Dr. Raquel Gutierrez, Director of Strategic Learning & Practice, St. Luke's Health Initiatives

After 17 years as a consultant for nonprofits and foundations across the country, Dr. Raquel Gutierrez joined the St. Luke's Health Initiatives (SLHI), a Phoenix-based public health foundation improving well-being in Arizona by addressing root causes and broader issues that affect health. Dr. Gutierrez is SLHI’s Director of Strategic Learning & Practice and is responsible for envisioning, developing, and facilitating the implementation of efforts that build the capacity of community stakeholders to effectively work along the policy continuum. Dr. Gutiérrez purposefully uses a cross-discipline approach based in the core values of personal transformation, continual learning, daily practice, and sustained wellness. Among her peers, she is recognized for freely sharing resources, building relationships between groups unfamiliar to one another, involving trusted and resourceful associates, and challenging people to explore possibilities outside their routine paradigms. She is passionate about transforming philanthropy, learning, outcomes-based practices and working from a values-driven social justice frame.

Category:
Professional Development
Workshop Session:
Session 5 (3:40 p.m.)
Room:
Flagstone

There's No Such Thing as Sustainability - and What To Do About It (General)

Much like the perpetual motion machine or the grant proposal that seemingly writes itself, sustainability is the long-sought after but non-existent mirage on the horizon. This "tell it like is" session is inspired by the writings of Vu, the insightful author of the blog, Nonprofit with Balls. But in this session, we'll deconstruct the sustainability myth from the perspective of the funder. Presenter Jeff Glebocki has spent 25 years in philanthropy as a foundation executive, senior staff and advisor. Part One will explain why there is no such thing as sustainability; and Part Two will offer practical tips on what to do about it. This "peek behind the curtain" of the sustainability myth will speak to both nonprofits and to funders.

Presented by:

Jeffrey M. Glebocki, CEO, Strategy + Action/Philanthropy

Jeffrey M. Glebocki, nationally-recognized foundation executive and philanthropic advisor, is past president of The Raymond John Wean Foundation. There he sharpened grantmaking strategies, right-sized infrastructure and launched several community-building initiatives. Jeff founded Strategy + Action/Philanthropy in 2006 which serves philanthropic organizations and nonprofits across the country. He assists leaders and organizations in strategic planning, board and staff retreats, evaluation and developing more effective grantmaking approaches. He is also Foundation Coordinator for the Doll Family Foundation. Jeff Glebocki has held roles as senior program staff at the George Gund Foundation, the Nord Family Foundation and the Virginia G. Piper Charitable Trust. He is currently a board member of Exponent Philanthropy, and in the past has served on the board of Grantmakers for Education and was a founding board member of Philanthropy for Civic Engagement.

Category:
Fundraising
Workshop Session:
Session 5 (3:40 p.m.)
Room:
Boulder

The Social Enterprise Model: Sustainable Support for Nonprofits (General)

The Social Enterprise Workshop will allow us to share with attendees how they can successfully implement strategies to include a social enterprise model into their existing nonprofit. Not only will we share how we created the very successful Birt's Bistro restaurant model to support Benevilla programs, we will share what we did to prepare for this model, what didn't work, what surprised us and more. We have developed questions for an agency to answer before implementing a program like this as well as tips and tools we found extremely beneficial. We have had the good fortune to present similar programs at the 2015 American Society on Aging National Conference, the Mather "Cafe Plus" webinar panel and won honorable mention in 2014 for the Eide Bailly Resourcefullness Award on this topic.

Presented by:

Michelle Dionisio, President and CEO, Benevilla, and Jennifer Lawless, Senior Director of Marketing, Benevilla

A visionary in senior services, Michelle Dionisio grew the nonprofit Interfaith Community Care, established in 1981 among the West Valley faith communities to provide care to their neighbors in need, into Benevilla, the premier human services organization in western Maricopa County.  Recognized with a Lifetime Achievement Award by the Arizona Association of Adult Day Health Care and as a Virginia Piper Trust Fellow, Dionisio’s leadership and inspiration has reached beyond Arizona.  She served as a delegate to the White House Conference on Aging and was selected as a member of the American Delegation to China to study the economic and social concerns of the elderly.  Dionisio was honored as 2013 West Valley Woman of the Year for her commitment and dedication to the West Valley community.  A native of New York, Dionisio has a Bachelor of Science degree from Brockport State University. 

Jennifer Lawless earned her degree in Fine Art from Arizona State University where she graduated magna cum laude. After working as a professional photographer for The Arizona Republic and other local publications her volunteer work led her to her life's work. Jennifer has over 10 years of experience in marketing in the senior care field and her past work experience includes Residency Manager at Sun Health Senior Living, Marketing Manager at Home Instead Senior Care. Jennifer has dedicated her life to helping seniors and has found her passion project at Benevilla.

Category:
Fundraising
Workshop Session:
Session 2 (10:10 a.m.)
Room:
Arizona

The BOFA Method of Transformative Communication (General)

Transform Your Communication Style and Engage More Donors Than Ever Through this Revolutionary New System! With humor and insight, Laura will address the need for transforming communication with our donors and supporters by "Banning Overuse of Flipping Acronyms.”

Presented by:

Laura Alexander, Owner and Principal Consultant, Alexander | Carrillo Consulting

As principal consultant and owner at Alexander | Carrillo Consulting, Laura Alexander provides strategic planning and facilitation, fund development and capital campaign counsel, Board education and governance consulting, and executive coaching for CEO’s and Development Directors. She has served more than 75 clients and raised more than $20 million for organizations across Southern Arizona. She has developed and provided hundreds of workshops and training sessions for executive director/CEO’s, fund development professionals, and Board members. Laura holds a Master of Arts in Philanthropy & Development from St. Mary’s University of Minnesota, as well as the CFRE (Certified Fund Raising Professional) designation. She is the Past President and long-time Board member (9 years) of the Association of Fundraising Professionals, Southern Arizona Chapter, which recognized her work in 2012 by naming her Outstanding Fundraising Professional of the Year. In 2014, Laura completed the coursework necessary to receive the designation Master Trainer by the Association of Fundraising Professionals.

Category:
Marketing/Communications
Workshop Session:
Session 3 (1:20 p.m.)
Room:
Horseshoe

Building capacity from the inside out (General)

Capacity building is always a hot topic in nonprofit circles. Foundations and other funders are now seeing the value of investing in the capacity of the nonprofit leaders - Executive Directors and emerging leaders. This workshop will focus supporting an individual's ability and commitment to strengthen their own internal capacity. To learn how to have the resources and stamina to make nonprofit leadership a legacy venture and minimize the prospect of early burn-out. Key outcomes include: How to step more fully into your authentic self thru mindfulness; Tools to rejuvenate yourself that don't cost money like meditation, nature, de-cluttering and How to surround yourself with energy juicers not zappers.

Presented by:

Amari Romero-Thomas, CEO/Principal Consultant/Coach, Mosaic Consulting and Coaching

Amari Romero-Thomas is the Principal Consultant/Executive Coach at Mosaic Consulting and Coaching. Mosaic’s purpose is to assist organizations and individuals “put all the right pieces” together in service to their personal or organizational mission. Special attention is paid to the culture issues that many times prevent an organization or company from achieving its true potential. Amari’s warm and effective style allows her to build rapport easily and quickly with all levels of employees. This is essential in working with groups and on issues of culture and re-alignment. She brings her years of business, consulting and coaching experience to bear on issues in a thoughtful and practical way. Amari Romero-Thomas has worked with dozens of Executive Directors and Senior managers helping them find that balance between work ambition, work/life balance and purpose-filled living. You can be an exemplary leader and help your nonprofit succeed in its mission without sacrificing yourself in the process.

Category:
Professional Development
Workshop Session:
Session 1 (9:00 a.m.)
Room:
Boulder

Differentiation Strategy: How to create a compelling answer to the question, “Why should I choose you instead of somebody else?” (Advanced)

The workshop will center on teaching the attendees how to develop a differentiation strategy. Differentiation is about being unique in a way that causes clients, funders, employees or other stakeholders to prefer you. Or, put differently, its about developing a compelling answer to the question, "Why should I use/fund/work for you instead of somebody else?" An overview of the five-step process is explained in the attached brochure.

Presented by:

Kevin Holt, President, Co.Innovation Consulting

Kevin Holt is the founder and president of Co.Innovation Consulting, a consulting firm that helps organizations use collaborative innovation to devise winning strategies and solutions. The company’s services include performing various types of research, conducting strategy consulting, and catalyzing social innovation initiatives. He is also president of intelliMeet, which specializes in facilitating meetings and longer-term processes using electronic brainstorming technology, collaborative workspaces, and other specialized software tools. Kevin has facilitated numerous online and face-to-face meetings and workshops throughout the United States as well as in London, Geneva, Singapore, and Delhi. Clients include Avnet, Best Western International, Cornell University, Florida Solar Energy Center, Fort Apache Heritage Foundation, MeetingNews Magazine, National Golf Course Owners Association, St. Vincent de Paul, United States Forest Service, and various national and international lodging conferences. Prior to forming the two firms, he held officer-level development and acquisition positions at national hotel companies and officer-level positions with nationwide hotel consulting firms.

Category:
Organizational Development
Workshop Session:
Session 2 (10:10 a.m.)
Room:
Horseshoe

Creative digital free marketing for your already-participating-but-just-don't-know-you-yet...customers (Advanced)

We all know that social media is the way to go, and most of your nonprofits have a Facebook page and a web page. I'm not here to lecture you on how out of date it is...but let's face it, is it really in use? What good is it? Come learn how to have fun with your customers who spend literally every waking moment on these platforms. If they are already there, why shouldn't they be on YOUR site engaging with YOUR events and activities and buying or donating to your good causes?  Learn how to create effective visual campaigns and how to use Pinterest and Facebook to your advantage. Learn how they are engaging with visual platforms. You will walk away with handouts on how to increase regular traffic to your social media sites.

This workshop is for the both the advanced user and the beginner. I do talk fast so hold on to your hats and bring a good pen and a friend so between the two of you, you'll get all the notes!!

Presented by:

Carolyn H. Starr, Senior Coordinator for Professional and Executive Programs, Global Outreach and Extended Education

Carolyn is an educator at heart. She has taught in the formal setting as teacher for over twenty years in grades Kindergarten through 12th and then moved on to adults. Now at ASU she works with faculty to high-lite their talents in professional development for outside clients. Outside of ASU she volunteers for numerous nonprofits and schools to educate them in S.T.E.M., event management and how to get involved in life! Her moto is 'If you're not living on the edge, you're taking up too much space."

Category:
Marketing/Communications
Workshop Session:
Session 1 (9:00 a.m.)
Room:
Horseshoe

Beyond Sorting Donations and Making Copies: How to Start and Maintain a Quality Internship Program (General)

With limited resources, how can your organization meet the needs of today and prepare the workforce of the future? One solution is to develop a quality internship program. This workshop will discuss how to do just that in four easy steps. We will also address common internship concerns including, intern vs. volunteer, paid vs. unpaid, taking on international students as interns, and other legal issues. You will leave this workshop with the resources necessary to start a quality internship program, or improve upon an existing program, and be prepared to take on an intern during the coming Spring semester!

Presented by:

Sarah Hipolito, Senior Coordinator of Internships & Undergraduate Research, Barrett, The Honors College at Arizona State University

Sarah Hipolito serves as the Senior Coordinator of Internships and Undergraduate Research for Barrett, The Honors College at Arizona State University. In this role, Sarah is responsible for assisting Barrett's 500+ community partners with filling intern positions within their organizations. Sarah has assisted several of these partners with developing internship programs that attract high performing students who are not only recognized as the best at ASU, but have been recognized throughout the country for their achievements. Prior to her work at Barrett, Sarah served as the Nonprofit Management Institute Senior Program Coordinator at the ASU Lodestar Center for Philanthropy & Nonprofit Innovation. Sarah is a graduate of Arizona State University and a native of Phoenix, AZ, where she currently lives with her husband, eight-year old daughter and 7-month old son.

Category:
Organizational Development
Workshop Session:
Session 4 (2:30 p.m.)
Room:
Echo Canyon

Training Up a Volunteer Fundraising Force (General)

With "Peer-to-Peer" fundraising becoming an ever more popular method for raising mission dollars, it's important to understand how to cultivate, train and inspire volunteers to help an organization achieve its revenue goals. Participants in this workshop will learn how to develop a scale-able fundraising workshop curriculum to present to their own volunteers. Topics addressed will be Inspiring Fundraising Confidence, Developing a Network List, The Solicitation Letter vs The Solicitation Email, Sample Plans and Strategies for volunteers of various capacities, The Thank You, Encouragement Methods, Recognition and Promotion, and Utilizing Experienced Volunteer Fundraisers . Spreadsheets, handouts and activities will be provided.

Developing a fundraising workshop that can be used to train multiple volunteers at once is an effective use of a development staff member's time. Done right, and the results will far surpass what a single fundraiser could ever accomplish in the same amount of time. Providing conference attendees with an outline for developing their own fundraising workshops, to train up their passionate volunteer force will allow them to do more for their organization's bottom line.

Presented by:

Megan M Brauner, Senior Campaign Manager, The Leukemia & Lymphoma Society

Ms. Brauner has been working in the nonprofit sector for close to ten years, and is recognized for her expertise in training effective volunteer fundraisers. An Arizona State University graduate, she has worked worked in a variety of capacities for organizations both large and small with corresponding program revenue budgets. She is currently the Senior Campaign Manager for the Man & Woman of the Year development program of The Leukemia & Lymphoma Society, responsible for guiding volunteer fundraisers who raise an average of $38,000 each.

Category:
Fundraising
Workshop Session:
Session 3 (1:20 p.m.)
Room:
Arizona

How to Build A Strong & Committed Nonprofit Board (Advanced)

Nonprofit boards of the future will face new and greater challenges and opportunities, from changes in technology to new demands for greater accountability. Nonprofits are expected to demonstrate that they make a difference and that they are successfully addressing these new challenges. They require fully engaged members to succeed. The participants will be given specific strategies and examples that will cover: Examination of how to recruit, build and maintain a strong, entrepreneurial board that brings future-oriented strategic leadership to an organization; Analysis of roles and expectations of board members; Overview of creating a board/staff team that maximizes talents, commitment and rewards; Understanding of how entrepreneurial boards join staff in developing new income streams, alliances and other nontraditional resources; and Boards vital role and responsibility in the fundraising process.

Presented by:

Ron Huddleston, President, The Huddleston Group

Ron has over 30 years’ experience in fundraising management as a consultant and as a senior executive for a number of not-for-profit organizations. Ron has executive leadership experience developing, implementing and managing nonprofit institutions and philanthropic programs throughout the United States and Western Europe. He had a successful career in the not-for-profit sector serving many prestigious organizations, including San Francisco's French Hospital Foundation, where he was President and CEO for more than 13 years. Ron has supervised or directed more than 50 capital and endowment campaigns throughout the United States for various organizations including educational, hospitals and healthcare systems, cultural, animal welfare, religious, and human services nonprofits raising more than $700 million. He has experience working with leadership, major gift solicitation, and has expertise in estate planning, board development, organizational strategic planning, marketing/branding and capital campaigns. Additionally, Ron has served on the board and as Chair of the San Francisco Public Health Foundation and as President of Safe Kids America, national children’s safety awareness and self-defense program. He is past Conference Chair of several AFP’s and AHP’s Educational Conferences, a volunteer Mentor for the Association of Fundraising Executives and the Arizona Community Foundation.

Category:
Board Governance
Workshop Session:
Session 4 (2:30 p.m.)
Room:
Joshua Tree

Processes for Identifying Talent for Your Board (General)

The success of any organization is based on how well they plan for the future. How can nonprofit institutions attract, retain, and engage emerging( mid-career) professionals as board members to carry on the mission? What is keeping Trustees/Board of Directors from inviting younger talent into their board rooms and expanding the pool of resources to the next generation? This session will explore a model and some of the ingredients to consider attracting and engaging, younger, emerging( mid-career) professionals as potential or working board members for your organization.

Presented by:

Teniqua Broughton, Founder/CEO, VerveSimone Consulting, LLC

As the founder of VerveSimone Consulting, Teniqua is passionate about helping her clients to strengthen their organizations through providing operational management, strategic planning, and fundraising. Her experience spans both nonprofit management and board service (on committees and executive levels) and includes both new and established organizational structures – all of which allow her a unique “big-picture” view of how roles within an organization interact and how they can best work together to be successful.

Teniqua works with a variety of nonprofits, such as State of Black Arizona, RBI- Urban Youth Athletic Association to name a few and she currently sits on the boards of Desert Botanical Garden, Western States Arts Federation Multicultural Advisory Committee, Arizona Community Foundation’s Black Philanthropy Initiative and serves as a Commissioner for the City of Phoenix Office of Arts and Culture.

Category:
Board Governance
Workshop Session:
Session 1 (9:00 a.m.)
Room:
Joshua Tree

Shapeshifting Nonprofits: A Rapid-Fire Idea Sharing (General)

Ready for big change? Impact? No one person has the solution. No one group is firing on all cylinders. This 60 minute “speed dating” meets “flea market” exchange includes rapid-fire idea sharing on messaging, PR, outreach, fund development, leveraging relationships, advocacy, innovation, real change and impact, and whatever else comes up. Bring your questions. Even better, bring an idea that worked for you; exchange it for a new one that worked for others.

Participants will leave with ideas gathered from experts in the various topic areas, and possibly help out another colleague looking for ideas and answers. Let’s go BIG together – after all – your mission is on the line.

Presented by:

Rhonda Bannard, Chief Connector, Inspired Connections

Some have called her “cupid” for her talent in connecting people, groups and organizations working to make an impact. A big believer in asking “why” and inspired people to consider BIG change, Rhonda Bannard offers strategic insights and expertise to for profit and nonprofit entities alike in social responsibility, collaborative partnerships, community relations, marketing, communications, program and event development and coordination, strategic planning, fund development, branding and positioning, media relations, speech and image coaching and board and leadership development. A passionate nonprofit champion, Rhonda devotes a great deal of her volunteer leadership and personal time to mentoring others who want to change the world or serving on boards, including as past chair of the Alliance of Arizona Nonprofits. She’s also counseled political candidates, CEOs, professional boards of directors and other leaders, and is often called on to facilitate, train, emcee, or speak on various topics and issues.

Category:
Marketing/Communications
Workshop Session:
Session 2 (10:10 a.m.)
Room:
Boulder

Advocacy 101: The Alphabet Soup of Advocacy (General)

Nonprofits and industry professionals have a vital role to play in educating and collaborating to advocate for our causes, programs, and students. Contrary to popular misconception, nonprofits, public charities and other stakeholders can lobby, though not all advocacy requires direct action in the halls of Congress or at the State Capitol. Learn easy tools to help you become a better advocate and share your story and impact in our communities.

Presented by:

David Martinez III, Advocacy & Outreach Specialist, St. Mary's Food Bank Alliance

David Martinez III, Advocacy and Outreach Specialist, oversees the government relations of St. Mary’s Food Bank Alliance to secure food for clients and funding for on-going operations through critical government nutrition programs. Originally from Marana, Arizona and one of six children, David began working at St. Mary’s in 2010 to expand child nutrition programs for children at risk of hunger. A fellow of the inaugural class of the Flinn-Brown Civic Leadership Academy and the inaugural class of the Feeding America Advocacy Academy in partnership with the Congressional Management Foundation, David previously has worked as a community organizer and state lobbyist, and served from 2007 to 2009 on the Arizona Board of Regents. As a first generation college student, he earned a Bachelor of Arts in Secondary Education, Political Science and Journalism from the University of Arizona and worked at the UA Office of Institutional Equity as well as an intern with Congressman Raul Grijalva.

Category:
Advocacy
Workshop Session:
Session 3 (1:20 p.m.)
Room:
Coyote

Relearning our ABCD: Asset-based Community Development (General)

During this workshop, you will be introduced to an approach called Asset-Based Community Development (ABCD). We shall discuss some of the principles and methods of community planning as inspired by the appreciative spirit of ABCD. We will also be sharing how we can stimulate and support community-led solutions, that is communities take ownership and initiate their own activities, while inviting others to invest in their ideas and capacities.

Presented by:

Behrang Foroughi, Assistant Professor, ASU - College of Public Service and Community Solutions

Behrang Foroughi has recently joined ASU's School of Community Resources and Development where he teaches in the areas of facilitation and training approaches for social change, international community planning and development, and participatory action research.  He comes from Canada's Coady International Institute where he was an Associate Professor of Adult Education and Community Development. Over the years, he has learned from working with street children, nomadic and indigenous communities, refugees, and youth activists in the Middle East and North America. Behrang has graduate degrees in Engineering and Planning and a PhD in Adult Education (University of Toronto).

Category:
Community Development
Workshop Session:
Session 5 (3:40 p.m.)
Room:
Joshua Tree

Saving Lives and Changing Lives: Understanding Donor Motivation (Advanced)

Successful fundraisers become excellent students of their organization’s mission. They are able to articulate a compelling case for support. They know how much money they need to raise, why it’s important, how it will impact society, and why their organization is the best one to get it done. But being a passionate advocate for your cause is not enough. You need to be able to understand donor motivations, and use that knowledge to craft a personalized engagement strategy. This workshop will review some of the leading research on donor motivation and will walk you through several specific scenarios to help you apply this knowledge in your own interactions with donors and potential donors.

Presented by:

Kathie Cuomo, Vice President of Development, ASU Foundation for A New American University

A results-oriented leader with more than 30 years of successful development experience, Kathie Cuomo brings a people-centered, mission-driven approach to her fundraising and management responsibilities. Currently vice president for development for the ASU Foundation for A New American University, Kathie is part of the team that leads and supports ASU’s fundraising efforts, resulting in a record-breaking $207 million in new gifts and commitments in fiscal year 2015. 

Category:
Fundraising
Workshop Session:
Session 4 (2:30 p.m.)
Room:
Boulder

Sisyphus and the Implementation of Collective Impact (General)

This workshop will identify some of the key implementation strategies that are associated with the progress of the application of a collective impact model of community change. The Youth on the Rise project in Tucson, one of several national projects funded through the Aspen Institute, is focused on transformational change on behalf of youth who are no longer in school or working; often referred to as "Opportunity Youth". The director of this initiative and the evaluator will identify specific strategies employed to begin to develop an approach to change based on the five components of the collective impact model. Participants will be able to identify these strategies and reflect on how they be applied to their own community based efforts at change. Participants will also be able to identify other collective impact efforts amongst other workshop attendees. Workshop will be very interactive with handouts to support key objectives.

Presented by:

Jenny McCullough Cosgrove, MSW, Evaluation Associate, LeCroy & Milligan Associates, Inc.; and Deborah J. Garza Chavez, Ed.D., Director of Opportunity Youth, United Way of Tucson & Southern Arizona 

Mrs. McCullough Cosgrove has extensive research experience in a variety of settings. After graduating with a Bachelor of Arts degree in Psychology in 2007 from the University of Arizona, she began work with the Neuropsychology, Emotion, and Memory Laboratory with the University of Arizona Department of Psychology. Following the end of that study, she was trained as a neuropsychological psychometrist and practiced in research and private practice settings. Mrs. McCullough Cosgrove received her Master of Social Work from Arizona State University with a concentration focus in program evaluation. She has worked closely with the United Way of Tucson and Southern Arizona’s opportunity youth collective impact effort, Youth on the Rise, conducting a developmental evaluation of the collaborative. Mrs. McCullough Cosgrove also consults with the South Phoenix Healthy Start as they transition their existing community collaborative to a collective impact effort.

Deborah J. Garza Chavez, Ed.D. - Former classroom teacher, now senior level administrator having worked in both the nonprofit and educational sectors. Currently Director of the Opportunity Youth program, United Way of Tucson and Southern Arizona. Also serves as a Faculty Associate at Arizona State University and Northern Arizona University.

Category:
Community Development
Workshop Session:
Session 4 (2:30 p.m.)
Room:
Gold Dust

Everything I know I learned From a Volunteer: Divergent Perspectives and Shifting Paradigms (General)

Nonprofit professionals managing today's volunteers need to be nimble, flexible and creative in response to the fast paced, evolving environments they encounter. Join a robust, interactive session on volunteer recruitment, on-boarding and affirmations as seasoned volunteer managers Donna Martin MAET CVA, Linda Tailleart CVA and Peggy Goldberg share the unique, emerging best practices that they each developed in response to the shifting paradigms that they each encountered the nonprofit sector. Participants will gain an awareness of creative, non-traditional processes and practices that engage, encourage and affirm today's volunteers. This information is especially helpful to anyone new to developing and managing volunteers, and those struggling to effectively engage and retain volunteers. Handouts to include a list of resources for participants' use.

Presented by:

Donna Martin, MAET, CVA, Volunteer Services Manager, Boys & Girls Clubs of Metro Phoenix; Linda Tailleart, CVA, Director of Volunteer Services, Catholic Charities Community Services of AZ; and Peggy Goldberg, Volunteer Advisor, AARP Foundation Experience Corps program

Donna Martin coordinates the services of 1800+ volunteers for the Boys & Girls Clubs of Metro Phoenix, including interns, service learning and work study students, job trainees, community members and highly skilled professionals, along with 50+ corporate and community partners. Donna has enjoyed successful careers in financial services, early literacy education and storytelling. Donna holds a Bachelor's Degree in Non-Profit Management, a Master's Degree in Adult Education and Training, and the Certification in Volunteer Administration (CVA). A believer in "walking the talk" and a vocal advocate for service learning and vocational training, Donna currently serves on the AZ Governor's Commission on Service and Volunteerism. Donna also contributes time and energy to various arts events across Arizona.

Linda Tailleart is the Director of Volunteer Services for Catholic Charities Community Services of AZ supporting more than 200 staff members who engage 3500+ volunteers in more than 20 programs across the state. Prior to joining Catholic Charities Community Services, Linda served in various leadership positions with Girl Scout Councils in California and Pennsylvania, serving as Chief Customer Officer and Vice President of Customer Experience. Linda received a CVA, Certification in Volunteer Administration, and holds a Bachelor's Degree in Education and Graduate Coursework in Curriculum for Michigan State University. Passionate about volunteer engagement, her favorite ares of focus are volunteer and staff recognition and appreciation as well as customer service. ​

​Peggy Goldberg is the Volunteer Advisor for the national AARP Foundation Experience Corps program. IN this capacity she provides guidance and consultation on best practices in volunteer policy and management for the network of seventeen AARP Experience Corps programs across the country. Prior to that Peggy was instrumental in the establishment of the AARP Experience Corps Tempe program hosted by the City of Tempe. Under her leadership the program has served over 1,500 students, engaging 200 adults who donated over 25,000 hours of service tutoring students struggling with early literacy skills. Peggy served as a committee member for the City of Tempe aging initiative, establishing a next chapter encore program that promoted civic engagement opportunities, lifelong learning and personal growth for adults 50+ in the community. ​Peggy received her bachelor's degree in public administration from Northeastern University, and a certificate in public management form Arizona State University Advanced Public Executive Program School of Public Affairs. Peggy is currently pursuing a certificate in volunteer administration.

Category:
Volunteer Management
Workshop Session:
Session 2 (10:10 a.m.)
Room:
Gold Dust

Setting Up Your Event for Success: An Event Toolkit (General)

This workshop will review several helpful tools for planning a successful non-profit event. Whether it's a FUNDraiser or a FRIENDraiser, there are key questions all event managers and coordinators should ask to get on track for a successful event. Participants will receive a "tool kit" with a sample 9-month planning timeline, event budget and ways to measure your path to success. Time will be held to discuss current trends and a Q & A session.

Presented by:

Andrea Evans, Principal, Event Planning, Evans Communications & Events

Andrea Tyler Evans, launched her event consulting business in September 2003 following a successful career as a full-time event planner for two of the Valley’s largest non-profit agencies. Along with her experience with fundraising and non-profit events, Andrea also has extensive event experience with corporate conferences, meetings and seminars. Andrea is a proud graduate of ASU, a graduate of Valley Leadership, and volunteers with a number of non-profit and community groups. She was named as an up-and-coming Valley businesswomen in February 2004 in The Business Journal’s annual “40 Under 40” publication.

Category:
Marketing/Communications
Workshop Session:
Session 1 (9:00 a.m.)
Room:
Echo Canyon

Storytelling for Fun and Profit for Nonprofits (General)

When it is focused on attracting people to your cause, storytelling is the most powerful tool in a fundraiser’s kit. Research shows that donors are motivated by emotional, story-based appeals much more than by rational data. Every great leader needs five key stories to get their messages out to the public, and to reinforce their values internally.

Participants will: personally experience the emotional pull of a well told, strategically shaped non-profit story; learn how and why storytelling can create a sense of intimacy, urgency and empathy faster than other communication methods; learn the two must-have stories every nonprofit leader needs to be able to tell to potential donors and volunteers; learn the three must-have stories every non-profit leader needs to be able to tell to staffers, volunteers and board members; leave with suggestions for next-steps in terms of training, reading and Valley based education opportunities.

Presented by:

Megan Finnerty, Reporter, Founder of the Arizona Storytellers Project, The Arizona Republic; Carly Davis, Scottsdale Public Art Specialist, Scottsdale Cultural Council; and Liz Warren, Director, South Mountain Community College Storytelling Institute

Megan Finnerty is a journalist, emcee and storytelling consultant. Essentially, she's a professional listener. She is a reporter at The Arizona Republic and founder of the Arizona Storytellers Project. These nights blend the authenticity and hype-free discipline of storytelling as an art form with the truthfulness, community-building and empowerment that's at the heart of great journalism. As a consultant, she works with individuals, businesses and community groups to find, hone and share their most important stories. She has hosted more than 70 nights of live storytelling and coached more than 460 people, including CEOs, rock stars, Olympic athletes, politicians and entrepreneurs how to tell compelling first-person stories. She prefers a bold lip to a smoky eye.

Carly Davis currently serves as the Scottsdale Public Art specialist with the Scottsdale Cultural Council, where she fundraises for the public art exhibitions, installations, and festivals. Previous development experience includes Desert Botanical Garden and Phoenix Art Museum. In addition to her work at the Cultural Council, Carly is a past storyteller with the Arizona Storytellers Project, which inspired her to reexamine the fundraising stores she employs in her work.

Liz Warren is a fourth-generation Arizonan, a storyteller, teacher and writer. She directs the South Mountain Community College Storytelling Institute, which received the 2014 New Times Best of Phoenix award for “Best Place to Learn to Tell Tales.” Her textbook, The Oral Tradition Today: An Introduction to the Art of Storytelling is used at colleges around the nation. She serves as storytelling coach for the monthly Arizona Storytellers events produced by the Arizona Republic. In July 2014 she received the Oracle Award for Service and Leadership from the National Storytelling Network. In September 2014 she was named to the New Times list of 100 Creatives in Phoenix.

Category:
Marketing/Communications
Workshop Session:
Session 4 (2:30 p.m.)
Room:
Arizona

Proposed Changes to the Presentation of Financial Statements for Not-for-Profit Entities - What Does it Mean to Nonprofits? (Advanced)

On April 22nd, the Financial Accounting Standards Board proposed some very sweeping changes to how nonprofits report their financial information to stakeholders under Generally Accepted Accounting Principles (GAAP). While the proposals are not final and will likely change before they are issued and effective, it is important to know how the proposed changes would impact your financial and tax reporting, the information you need to collect and the information you provide to banks, granters, and others looking at your organization. This will be a high-level discussion, good for Board members and Executive Staff - not just the CFO!

Presented by:

Brenda Ann Blunt, CPA, CGMA, Partner, Eide Bailly LLP; and Robert J. Leslie, CPA, CGMA, Partner, Eide Bailly LLP

Together Brenda and Rob have over 60 years of experience providing services to nonprofit entities and their stakeholders. Covering both the Audit and Accounting (Rob) and Tax (Brenda) perspectives, they work as a team to provide audit, tax compliance and consulting to nonprofits across nearly all sectors including low-income housing, arts, social service, trade associations, educational institutions, private foundations, grant making organizations, religious, social welfare, social clubs and many others. Both Brenda and Rob are frequent speakers nationally, locally and at the organization level on topics that include health care reform, board responsibilities, tax compliance, strategic planning, and financial management principles for nonprofits.

Category:
Organizational Development
Workshop Session:
Session 1 (9:00 a.m.)
Room:
Coyote

Building, staffing and sustaining a strong resource develop team that has potential to transform philanthropy (Advanced)

An apparent and unfortunate fact in the development profession is that turnover remains prevalent and our fund-raising programs truly suffer from changes in staff. This session will address critical factors in making the hire successful (even before you start), how to nurture a team through thick and thin, motivators and styles that keep teams dynamic, and how to make changes when truly needed. Participants will come away with theoretical, practical, and applicable solutions to transform our team and raise more money than ever!

Presented by:

Carrie La Duc, Donor Relations Director, The Salvation Army Southwest Division (Phoenix); and Heather Eddy, President and CEO, KEES and Alford Executive Search

Carrie La Duc is a fundraising and donor relations professional with sixteen years of experience in diverse and progressive management roles at leading science and engineering institutes and national nonprofit organizations. Passionate about outreach, managing relationships, and creating meaningful interactions that increase philanthropy while advancing mission goals. Experienced in cultivation, solicitation, and stewardship as well as planning educational, community, and special events. Talent for program development, alumni, board, and community engagement, stewardship, marketing efforts, and managing volunteers. Ms. La Duc began as a Donor Relations Professional with The Salvation Army Southwest Division in the Spring of 2015.

Heather Eddy, CFRE, brings over twenty years of not-for-profit experience and is increasingly contributing knowledge to the sector on Building Development Teams, Leadership Transformation, Executive Succession and Engagement of Boards and Governing Bodies. She currently serves as President and CEO of Kistner Eddy Executive Services and its subsidiary, Alford Executive Search. She has spent the last ten years helping organizations build teams, find leadership, and transition to new eras of leadership. Prior to joining The Alford Group in the mid-90’s, Heather served as Executive Director of a collegiate leadership development group and Operations Manager for the Center for Paralysis Research, Purdue University. As a regular speaker and panelist, Heather has presented on a variety of issues related to Resource Development, Human Resources, Governance, and Transition/Succession Planning.

Category:
Fundraising
Workshop Session:
Session 2 (10:10 a.m.)
Room:
Echo Canyon

Avoid GPS (Getting Professionally Stuck) with Career Mapping (General)

Planning one’s career is important at every stage, but how many of us go from role to role without taking a deliberative approach to identifying what we want from our careers? How do we make the leap from tactician to leader? How do we branch out to greater responsibility? How do we scale back? What are our career-end plans? A leadership coach and executive recruiter will facilitate a group discussion taking participants through practical approaches to charting the course for their careers – whether they’re looking for that first development job or, maybe, their last.

Presented by:

Heather Eddy, President and CEO, KEES: Kistner Eddy Executive Services

Heather Eddy, CFRE, brings over twenty years of not-for-profit experience and is increasingly contributing knowledge to the sector on Building Development Teams, Leadership Transformation, Executive Succession and Engagement of Boards and Governing Bodies. She currently serves as President and CEO of Kistner Eddy Executive Services and its subsidiary, Alford Executive Search. She has spent the last ten years helping organizations build teams, find leadership, and transition to new eras of leadership. Prior to joining The Alford Group in the mid-90’s, Heather served as Executive Director of a collegiate leadership development group and Operations Manager for the Center for Paralysis Research, Purdue University. As a regular speaker and panelist, Heather has presented on a variety of issues related to Resource Development, Human Resources, Governance, and Transition/Succession Planning.

Category:
Professional Development
Workshop Session:
Session 5 (3:40 p.m.)
Room:
Horseshoe

Many Tools for your Many Hats: Strategies for Managing your Impact & Efficiency (Advanced)

Nonprofit professionals are required to juggle many hats in the professional workplace. This workshop will provide you with tips, tricks, tools, and apps to assist you in making the most of your time, energy and talents so that your impact can be the most effective. We will cover tools and apps for not only the professional environment but also some added tools to help you maintain a positive work-life balance, stay up to speed on current events/topics, and maintain your sanity in a busy world. Learn some hacks for making your hat juggling easier. Workshop participants are also encouraged to bring an app/tool/tip to share during the collaboration portion of the workshop.

Presented by:

Kristin Romaine, Co-Founder, Executive Director, CO+HOOTS Foundation; and Kay Transtrum, Project Coordinator, CO+HOOTS Foundation

Kristin Romaine is a strategic driver, community connector and empowering leader. She brings a lifetime of service to the community and nearly 15 years of fundraising and non-profit management experience, specifically with start-up nonprofits. A former special education teacher, Kristin’s non-profit career began at 22 when she founded a non-profit for teen girls. Since then she has raised over $50 million dollars to date for educational, community and international organizations. A strong believer in young talent, her proudest achievement is having started an internship/young professional development program in every position she has served in. She has been recognized for her leadership and service at the local, state and national level, most recently as a 2012 Phoenix Business Journal 40 under 40 honoree.

Kay Transtrum is a project coordinator, word magician and master delegator. She graduated from the Walter Cronkite school of Journalism and Mass Communication through ASU with her Bachelor’s degree. It wasn’t until she interned at CO+HOOTS roughly two years ago that she realized how many ways she could channel both her love for writing and for Phoenix. She adores the idea of taking a complex idea or problem and simplifying it to the point that anyone can understand it and tackle it.

Category:
Organizational Development
Workshop Session:
Session 3 (1:20 p.m.)
Room:
Boulder

Using Psychology To Become a Better Volunteer Leader (General)

Attendees will understand common challenges facing volunteer leaders through the lens of human psychology and group dynamics. Specifically they will be better prepared to build trust with volunteers, give feedback to volunteers in a less intimidating way, and develop a more effective call to action. Through storytelling and active participation, attendees will learn the concepts and get the opportunity to apply them.

Presented by:

Sharon Tewksbury-Bloom, Project Director, Civic Service Institute

Sharon Tewksbury-Bloom has served in the volunteer management and national service field since 2006. She is an award-winning speaker and has presented trainings at the North Central National Service Training, National Conference on Volunteering and Service, Center for Nonprofit Advancement in Washington, DC, the Arizona Summit on Volunteerism and Service Learning, and more. Sharon has a Master’s Degree in Organizational Development and Knowledge Management from George Mason University. Sharon is an AmeriCorps Alumna and has served as a Project Director for one of the largest and oldest AmeriCorps State programs in Arizona for three years.

Category:
Volunteer Management
Workshop Session:
Session 4 (2:30 p.m.)
Room:
Coyote

Integral Approach to Leadership Development and Organizational Change (General)

"We can never solve our problems with the same level of thinking with which we created them." -Albert Einstein. Einstein’s statement has become a virtual truism, yet how can you create a different level of thinking that produces potentially better solutions to many of today’s complex problems? This workshop will introduce an Integral approach based on the ground-breaking work of Ken Wilber and demonstrate how an Integral model can be effectively used to enhance individual and organizational effectiveness by increasing our understanding and application of multiple, interconnected perspectives when addressing complex societal issues.

Presented by:

Marissa Theisen, Principal, Win-Win Creation; and Michael Powell, Co-owner of 8 Spirals and certified Integral practitioner and change facilitator

For the last sixteen years, Ms. Marissa Theisen served as the founding President/CEO of the Arizona Grantmakers Forum, an organization dedicated to providing networking, educational and collaborative opportunities for Arizona’s private, community and corporate foundations and giving programs. She returned to consulting work last June. She currently serves as Principal Consultant for Win Win Creations, specializing in philanthropic advising, team building, leadership development, and conflict resolution. Marissa provides training and facilitation services for a variety of government, private sector, and non-profit clients utilizing Integrally-informed approaches. Her career includes 17 years consulting experience. Marissa is an active community volunteer, serving on numerous boards for local non-profit organizations. She’s currently serves as a mentor for Quest for Kids. She is the co-author of two books dealing with the subject of Win-Win Conflict Replacement. Ms. Theisen has an M.B.A. from Arizona State University and a Masters in Regional Planning from Harvard University.

Michael Powell has over 30 years’ experience working for and with organizations within the state and local government sectors, nonprofit organizations and professional associations, for-profit businesses, and educational organizations. His work has focused on educating, training, and developing leadership and those who support leadership. His experience includes leading employee development efforts in the City of Avondale, initiated and developed multiple innovative projects that met the needs of city residents through partnering with non-profit organizations, training volunteers to advocate for abused and neglected children within the court system, inspire students in over 100 courses taught in various subject matters, and help design and implement advocacy and electoral efforts. Michael’s key ability is to help people see, grasp, and integrate multiple perspectives to facilitate and apply successful problem-solving approaches. Michael is an Integral Practitioner and Change Facilitator. He has two master’s degrees: one in Organizational Management, the other in Conscious Evolution. He is a life-long learner, adding to his knowledge and wisdom daily to provide people a pathway to take integrally-informed perspectives that include a practical understanding on how deeply-held mind sets impact the success of any leadership effort. 

Category:
Organizational Development
Workshop Session:
Session 3 (1:20 p.m.)
Room:
Joshua Tree

The Untapped Advantage of Organizational Health (Advanced)

Addressing the model in Patrick Lencioni’s latest book, The Advantage, Michael makes the overwhelming case that organizational health “will surpass all other disciplines in business as the greatest opportunity for improvement and competitive advantage.” While too many leaders are still limiting their search for a competitive advantage to conventional and largely exhausted areas like marketing, strategy and technology, Michael asserts there is an untapped gold mine sitting right beneath them. Instead of trying to become smarter, he asserts that leaders and organizations need to shift their focus to becoming healthier, allowing them to tap into the more-than-sufficient intelligence and expertise they already have. He will define a healthy organization as one with minimal politics and confusion, high degrees of morale and productivity, and low turnover among good people. Drawing on his experience as a Principal Consultant for Lencioni’s firm The Table Group, he will reveal the four steps to achieving long-term organizational transformation.

Presented by:

Michael Lorsch, Principal Consultant, The Table Group

Michael brings over 30 years of leadership experience to his role as a Principal Consultant. His focus is in helping organizations create and drive vital organizational clarity through their companies. His approaches help companies transform their cultures and mend organizational pitfalls like troubled teams, politics and confusion.

Michael is able to establish quick rapport and is known for his highly engaging sessions that are fast-paced, effective, and fun to be a part of.  His number one goal:  that the work that he does with teams – sticks.

Michael has great passion for Pat Lencioni’s methods and he learned them first as a leader/implementer and subsequently as a consultant. This has provided him with a real–time understanding of the methods that can be translated to leadership teams in a thorough and practical way. He has had a widespread impact on a diverse set of client companies in industries including high tech, health care, hospitality, pharmaceuticals, government, banking, and of course, nonprofits.

Category:
Organizational Development
Workshop Session:
Session 2 (10:10 a.m.)
Room:
Joshua Tree

Building a Regional STEM Ecosystem (Advanced)

Over the past 5 years, Arizona SciTech has developed one of the nation’s largest celebrations of STEM with 1000+ events throughout Arizona. Developing events that are sustainable, local and culturally responsive, Arizona SciTech has established 20 regional STEM Ecosystems in rural and urban settings that serve as an accessible entry point for diverse stakeholders from education, community, government and industry to co-develop a regional SciTech Festival.

Through this process, Festivals provide stakeholders a much stronger outcome than the events themselves…the creation of long-term, cross-sector partnerships. To this end, most of the STEM Ecosystems Toolkit strategies such as identifying a willing convener, assessing the community’s assets, developing a vision and communicating it to the public happen in the process of creating a regional SciTech Festival.

Through this interactive panel discussion, hear from diverse stakeholders that represent Arizona Industry, Education, Nonprofit and Government about how they have been able to leverage the festival strategy to meet their organizational and broader community missions.

Presented by:

Dr. Jeremy Babendure, Executive Director, Arizona SciTech; with the following panel membersCouncilmember Rick Heumann, City of Chandler; Jessica Hauer, Educational Outreach, ASU and Educator, Tempe Union High School District; Terry Locke, Director of Community Relations, Chandler Unified School District; Raman Khurana, President and CEO, PerfOpt Technologies; and Renee Levin, Public Affairs Community Engagement Manager, Intel Corporation

Dr. Jeremy Babendure is the Executive Director of the Annual Arizona SciTech Festival Initiative and Assistant Professor of Chemistry and Biochemistry at Arizona State University and the University of Arizona. The annual festival includes over 800collaborators, 1000 events and draws over 380,000 participants. Prior to his work in Arizona, Jeremy received his doctorate in in the lab of recent Nobel Laureate, Dr. Roger Tsien at the University of California, San Diego developing molecular sensors for the detection of RNA. Following this work, he and Roger launched the ScienceBridge program as mechanism to bring current science to the San Diego schools annually impacting ~200 teachers, ~20,000 students, and ~60,000 community members and attaining 12M+ in national grants.

Councilmember Rick Heumann began his tenure on the Chandler City Council in January 2009. Rick serves regionally as the President for the Arizona Municipal Waters Users Association, and as a Board Member of Metro Light Rail. He has been heavily involved in neighborhood issues throughout Chandler over the past 15 years, and has served as Board President with two different Homeowners Associations. He is a board member with the Desert Cancer Foundation and serves as an ex officio board member of the Downtown Chandler Community Partnership. He is also a member of the Chandler Chamber of Commerce, serving on its public policy committee, and is a member of the Chandler Historical Society. He also has an extensive history of service to the City of Chandler as member of the Chandler Parks and Recreation Commission and as a member, Vice Chair and Chair of the Planning and Zoning Commission. He co-chaired the 2007 Chandler City Bond Election Committee, and chaired the 1999 Transportation Bond Election Committee. He has been a member of Chandler’s CERT team since 2002 and chairs the Chandler Education Coalition partnership committee – a group he established in 2011 - to explore educational issues and opportunities from a community-wide perspective. The coalition led the first annual Science and Technology Festival in February 2012. Rick has a bachelor’s degree in Marketing from Arizona State University.

Jessica Hauer manages the SCIENCE IS FUN program at the ASU LeRoy Eyring Center for Solid State Science and coordinates all K-12 outreach for the Center. She is also an instructor for the MSE 494-Science Service Learning Leadership internship program. The Center is a K-12 educational outreach program to encourage K-12 students' natural fascination with scientific phenomena while promoting the development of scientific literacy. The C-SSS features hands on and interactive exhibits, guided lab tours, and demonstrations that allow the opportunity for students to explore materials science, microscopy, diffraction, and crytallography. Jessica is also a Sustainability and AP Environmental Science Teacher at Tempe High School. She holds Arizona Department of Education Certifications in Career and Technical Education, Environmental Science, Special Education, and Reading Endorsement.

 Terry Locke has served for nearly 20 years as the director of community relations for the Chandler Unified School District, Arizona’s third-largest school system. Terry has served in various capacities on the Arizona School Public Relations Association (ASPRA) Executive Board, including president in 1997-1998 and 2006-2007. Prior to joining the district, he worked in the media and for a private public relations company. An active community member and civic leader, Terry played the role of "Mr. Chandler" in a successful All-American City presentation in 2010, and in 2012 chaired the city’s famous Chamber of Commerce Ostrich Festival.

Raman Khurana is the President and CEO of PerfOpt Technologies. In 2014 he helped start a Corporate Giving program which provided a grant to All Faith Community Services, to start a community kitchen at its Goodyear, AZ food bank location. The kitchen is operated under the expert supervision of Chef Chris Escobar. In addition to providing the financial support, the principals also started the Not Hungry Tonight program. Its primary focus is to serve nourishing meals to low-income senior facilities, Title-1 schools, and after school programs. Since its inception, the program has experienced substantial growth. It continues to add new recipients and increase the number of meals served each week.

Renee Levin has been a Community Engagement Manager for the Intel Corporation for over 20 years. Her responsibilities include managing Intel’s community grants and strategic relationships, coordinating the employee volunteer program where approximately 40% of Intel’s 11,000 employees in Arizona log over 150,000 hours annually. In addition, Renee is responsible for the neighborhood relations program and protecting Intel's reputation as a good corporate citizen. She is also on the Board of Directors for The Arizona Educational Foundation. This foundation promotes excellence in education by honoring and celebrating outstanding students, teachers, administrators, and schools. AEF administers statewide programs that enhance the capabilities of Arizona’s schools to strengthen the teaching profession, design high quality curricula, stimulate high student achievement, and celebrate successes in pre-Kindergarten through 12th grade public education in Arizona.

Category:
Community Development
Workshop Session:
Session 4 (2:30 p.m.)
Room:
Horseshoe

HR Departments: Can't Live With 'em, Can't Live Without 'em (Advanced)

A great deal has been written recently regarding the role of human resources departments and the value they bring to organizations.  "Why we hate HR", "Blow up your HR Department", "Builders or Blockades" and similar sentiments all point to the need for human resources leaders to become business partners that build organization value and shift from cost centers to profit centers.  Participants will learn how to transform their HR functions to true customer services centers and become internal consultants that will increase retention, employee engagement and assist in driving organizational missions.

Presented by:

Brad Harper, Partner, The Fahrenheit Group

Brad is one of the leading authorities on individual management development and organizational effectiveness through the management of human resources. He has conducted over 1,000 sessions with front line workers, managers, and corporate CEOs over the past 15 years.

Before joining The Fahrenheit Group, Brad was the Executive Director of the TrigonExecutiveAssessmentCenter, a corporate consulting firm. His team of seasoned management consultants and organizational psychologists specialized in developing corporate management strategies, evaluating management candidates, designing individual employee development programs, resolving corporate culture issues, and providing first-line intervention to create alternatives to firing people.

He is highly experienced in delivering programs on the quality of people’s work lives and developed the proprietary Executive Strategic Development Program. This process provides a practical, proven system to bring clarity and focus to your personal and professional life. Personal strategy goes beyond basic planning, goal setting, and personal leadership coaching.

Brad was the founding partner of Arizona’s oldest outplacement firm and is a former college placement director and faculty member. He completed both his undergraduate and graduate work at the University of Arizona and is a Nationally Certified Career Counselor and Certified Psychologist.

Professional Associations and Community Involvement

  • Junior Achievement and Ear Candy Board of Directors
  • Board of the Arizona Human Resource Executive Forum
  • Awarded Blue Diamond Award for outstanding contribution to the profession by Target Training International (TTI) of Scottsdale, Arizona
Category:
Organizational Development
Workshop Session:
Session 3 (1:20 p.m.)
Room:
Flagstone

How to Lose a Board Member (General)

In this session, Executive Directors and actively engaged board of directors officers will learn:

  • Advantages of conducting an assessment on the board's Strength's, Weaknesses, Opportunities, and Threats (SWOT).
  • How to recognize red flags among board members that ultimately result in declining engagement and eventual departure.
  • Methodologies to strengthen board relationships and retain contributing members.
  • The win/win approach for turning weaknesses and threats into strengths and opportunities.

This session will be interactive with liberal time for questions/answers.

Presented by:

Dr. Beverly Browning, Director, Grant Writing Training Foundation

Dr. Beverly Browning (“Dr. Bev”) brings over four decades of experience to her speaking events.  She has assisted clients and workshop participants in receiving grant and contract awards of more than $400 million.  Dr. Bev is the author of 41 grant-related publications and is in high demand for facilitating training programs and delivering keynote speeches nationwide and internationally.  She joined eCivis in 2010 as the Vice President of Grant Writing Services.  In addition, Dr. Bev is founder and director of the Grant Writing Training Foundation based in the valley.  She is also a current member of the Grant Professionals Association and contributing founder of the GPA Foundation's annual Susan Kemp Scholarship Fund.  Dr. Bev has managed several of her own nonprofits over the decades and is considered a visionary leader for nonprofit capacity building initiatives.

Category:
Board Governance
Workshop Session:
Session 2 (10:10 a.m.)
Room:
Flagstone

Beyond Service Delivery: Tackling Oppression and Ending Poverty (Advanced)

Social service and nonprofit agencies work diligently to address the effects of poverty. However, focusing only on the effects will not end poverty. We must also begin to address systemic oppression as the root cause of poverty. This will require that our agencies shift our focus to address racism, income inequality, and economic exploitation. Addressing systemic oppression, while also continuing to deliver needed services, will require the adoption of social justice practices and pro-active tools for community engagement and mobilization. As such, a nonprofit sector paradigm shift is in order.

Presented by:

Luke Black, Equal Voices Facilitator, Arizona Community Action Association

Luke Black is the Equal Voices Facilitator for the Arizona Community Action Association.  Luke works to educate and foster the development of strategies to end poverty through social justice.  Luke aims to find creative and new ways to engage others in social change and foster opportunities for communities to raise their voices.

Luke holds an MA in Transformational Leadership from Seattle University and an MS in Justice Studies from Arizona State University.  Luke has trained in nonviolent civil resistance, advocacy, social movement, leadership development, and anti-racism.

Category:
Advocacy
Workshop Session:
Session 5 (3:40 p.m.)
Room:
Gold Dust

Building a Strategic Plan from the Bottom Up (General)

Done well, an effective strategic planning process is a powerful tool of organizational development that will focus efforts to substantially strengthen impact.  This workshop will review the basic process of planning, including information gathering and analysis, strategic visioning, developing goals and objectives and integrating the plan into the day-to-day efforts of an organization.  Participants will leave the workshop with a clear understanding of the value of planning and specific tools to put into place within their organizations.

Presented by:

Anne Byrne, Professional in Residence, ASU Lodestar Center

At age 23, Anne Byrne was the founding executive director of Denver’s rape crisis center, an organization that continues to flourish today, celebrating its 30th anniversary in April.  Byrne went on to build a nationally recognized, multi-site summer and after school tutoring program for inner city youth.  With 25 years of experience as an executive director of emerging nonprofit organizations, Byrne brings valuable expertise and perspective to the ASU Lodestar Center for Philanthropy and Nonprofit Innovation as a Professional- In-Residence to nonprofit organizations. Byrne has presented nonprofit management training on governance, fundraising, organizational development and planning at national and local forums. 

Category:
Organizational Development
Workshop Session:
Session 1 (9:00 a.m.)
Room:
Sonoran Ballroom

Collaborate and Generate: Advancing Genuine Board Leadership (General)

Are you leveraging your board’s talent and passion to its fullest extent? Does your board regularly take time to develop new ideas and challenge each other to think beyond the issues of today? In this workshop, participants will learn new strategies to empower their boards through collaborative inquiry and generative thinking. Participants will learn how to ask critical questions and invite active reflection to inspire a board to lead, not just govern.  

Presented by:

Patricia F. Lewis, ACFRE, Sr. Professional in Residence, ASU Lodestar Center

Patricia F. Lewis, ACFRE, serves as Sr. Professional-in-Residence at the ASU Lodestar Center for Philanthropy and Nonprofit Innovation.  Prior to moving to Arizona, she served in the faculty position of Nonprofit Professional-in-Residence at GeorgeMasonUniversity in Virginia and managed the graduate Nonprofit Management Studies program. Ms. Lewis is a past President and Chief Executive Officer of the Association of Fundraising Professionals (AFP) -- formerly known as the National Society of Fund Raising Executives (NSFRE) -- in Alexandria, Virginia.  Concurrently, she served as Secretariat to the World Fundraising Council.  Ms. Lewis previously served in Seattle, Washington as CEO of the Seattle-King County Council of Camp Fire Boys and Girls and as Director of Development for the Children’s Home Society of Washington State. She has served as a trainer for the Leader-to-Leader Institute (formerly the Drucker Foundation) and as chief operating officer of the National Center for Nonprofit Enterprise.  Ms. Lewis has acquired more than thirty years professional experience in not-for-profit management, governance and fund raising. 

Category:
Board Governance
Workshop Session:
Session 3 (1:20 p.m.)
Room:
Sonoran Ballroom

Demystifying Evaluation and Measuring (Only) What Matters (General)

Do you view evaluation as confusing, boring, or simply too much work for too little reward? In this workshop, presenters Maureen West and Chloe Silva will break down the process for determining what kind of impact a program is having on the community and will share insights on how to go about integrating evaluation into everyday programmatic activities. Participants will explore ways to leverage their evaluation results to increase their organization’s effectiveness and elevate their position within the sector. 

Presented by:

Maureen West, Program Manager, Social Impact Measurement, ASU Lodestar Center  and Chloe Silva, Program Coordinator, Capacity Building Initiatives, ASU Lodestar Center

Maureen West is program manager of Social Impact Measurement for the Lodestar Center for Philanthropy and Nonprofit Innovation at Arizona State University. She formerly was director of evaluation for the Nina Mason Pulliam Charitable Trust and continues to evaluate the Trust’s college scholarship program. She is a graduate of Claremont Graduate University’s advanced study in evaluation certificate program and of Arizona State University’s Master’s of Nonprofit Leadership and Management (MNLM) program.

Chloe Silva serves as the Program Coordinator for Capacity Building at the ASU Lodestar Center for Philanthropy and Nonprofit Innovation where she develops customized trainings and workshops for organizations looking to boost their effectiveness and build internal capacity. Chloe is a graduate of the Social Justice and Human Rights Master of Arts program at Arizona State University where she studied critical theory and Indigenous self-determination. Prior to attending ASU, she managed regional operations for the Teach For America Memphis region. 

Category:
Organizational Development
Workshop Session:
Session 2 (10:10 a.m.)
Room:
Sonoran Ballroom

Take Your Nonprofit To The Next Level ()

Sometimes we are too close to our organization to examine it objectively. By using an outside source to prepare an organizational assessment, you will gain valuable knowledge of what works and what may be adjusted to help your nonprofit reach its next stage of growth. In this 60-minute session you will learn what is included in an organizational assessment, expected outcomes and gain practical knowledge to develop an assessment. Case studies will be discussed, small groups will dive into specifics and provide recommendations to the workshop participants. The first 30 minutes of the presentation will share an outline of an organizational assessment, what information to gather and how to address roadblocks. Participants will then break into small groups (3-5) for discussion of a case study. The final 15 minutes consist of short presentations with each group's recommendations.

Presented by: Alisa Chatinsky

Alisa ChatinskyAlisa Chatinsky has spent the past 25 years working in the nonprofit sector, holding positions including CEO, Chief Development Officer, Associate Director and Community Relations Director. She holds a BS in Journalism from Northern Arizona University and recently completed ASU Lodestar's Nonprofit Executive Leadership certificate and St. Luke's Health Initiative (Vitalyst) Interim Executive Director Training. Alisa is a member of Arizona Alliance of Nonprofits (The Alliance), Organization of Nonprofit Executives (ONE), and Vitalyst Community of Practice.

Alisa prides herself as a change agent, helping an organization take a realistic look at their capacity, strengths and weaknesses; and assist in making adjustments to move their nonprofit forward. Her business since 2013, NPO Success, LLC is committed to helping nonprofits grow through organizational, board and fund development. Her personal and professional passion is helping vulnerable populations.

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Room:
Desert Sky

Partnership In Practice: Building Governance Leadership For Nonprofit Organizations ()

Effective board meetings are critical to engaging board members and appropriately utilizing their expertise and experience in good governance. Are you utilizing those precious hours and minutes that your board members are together as well as you possibly can? This session will provide you with practical tools and best practices for preparing for and facilitating engaging, productive and informative board meetings that develop your partnership for exceptional leadership. This workshop is ideal for nonprofit CEO/Executive Directors and board members who want to shake things up at your next board meeting and participate in meaningful dialogue that moves your mission forward. After discussing BoardSource theory and practice associated with good governance and effective meetings, attendees will participate in a real-life boardroom scenario to address common challenges associated with board meetings. Familiar roles will be assigned to engage participants in resolving a governance issue in the setting of a real board meeting. Following the exercise, participants will evaluate components of the meeting to identify effective strategies to bring home and put in practice. This will be a fun and lively session for people who are willing to play along!

Presented by: Jenny Carrillo & Laura Alexander

Jenny Carrillo  Laura AlexanderLaura Alexander, MA, CFRE and Jenny Carrillo, MA, CRE are passionate about all things that help nonprofits and the people who run them "Do Good. Better." With nearly 50 years of experience in the sector between them, Laura and Jenny are a dynamic duo that has helped over 150 nonprofit organizations throughout Arizona better meet their missions. They have each earned a Master's degree in Philanthropy & Development, the Certified Fund Raising Executive (CFRE) credential, the BoardSource designation as Certified Governance Trainers, and have each been recognized by their peers as Southern Arizona's Outstanding Fundraising Professional. Laura and Jenny love meeting and learning from people who are committed to making our communities better for everyone. For more information about them and Alexander | Carrillo Consulting, visit: www.do-good-better.com.

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Room:
Joshua Tree

How To Scale Innovative Ideas ()

In this interactive session, attendees will learn how to maximize impact with limited resources by 1. Exchanging and collaborating 2. Identifying agents to multiply impact 3. Utilizing past industry experiences. Regardless of the stage of your organization's life cycle, these practices can apply. A "trading game" to illustrate the benefits from this innovative and simple process will be "played."

Presented by: Elena Zee & Barbara Ging Gray

Elena Zee Elena Zee is President & CEO of the Arizona Council on Economic Education, a 501(C)(3) nonprofit organization dedicated to economic and financial literacy education. Elena holds double bachelor's degrees in math and economics, Magna Cum Laude, Phi Beta Kappa from Wellesley College as well as master's degree in economics from Columbia University as the only recipient of the President Fellowship in her class. Elena has more than 20 years of experience in global financial services industry doing business with more than 20 countries and 8 years of experience in education and nonprofit management. Her unique management background from for profit and nonprofit sectors positioned her to combine cultures and skills from both sectors to develop innovative solutions. Elena is a graduate from Class VII of the American Express Leadership Academy at the ASU Lodestar Center.

Barbara Ging Gray, J.D. is Director of Educator Programs at the Thomas R. Brown Foundation. Barbara taught AP Microeconomics and AP Macroeconomics for 12 years at University High School in Tucson. Ms. Gray has a BA in secondary education, a juris doctorate degree, and an administrative certificate in Educational Leadership. She is also a College Board AP Grader in Economics. During her tenure at University High, Barbara was the recipient of the U.S. Presidential Scholar Educator Award by the U.S. Department of Education, the University of Arizona Eller College Polaris (Outstanding High School) Teaching Award, the University of Arizona "Arizona Cup" Teaching Award and two Flinn Foundation Outstanding Educator Awards. She is also a member of the Arizona Bar.

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Room:
Desert Sky

Using Americorps Vista Members To Build Capacity In Your Nonprofit ()

How to get an AmeriCorps VISTA member. What the VISTA member can do. How to develop a three year program that can be sustained with employees. Information on the AmeriCorps VISTA program - basic/quick hit. Interactive piece - Completing a VISTA Assignment Description (VAD). The VAD is the cornerstone of the service the VISTA can do. By completing the VAD- the organization will begin to determine how they can "use the A/V" to build capacity.

Presented by: Robin Hanson

Robin HansonPrior to joining the Alliance, Robin was with Arizona Citizens for the Arts where she managed the Business Volunteers for the Arts program. She spent over 20 years with Prudential Financial managing their employee volunteer program, sponsorships, and grant funding. She has served on the board of directors for Hands On Greater Phoenix, Phoenix Women's Sports Association, and the Governor's Commission on Service and Volunteerism.

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Room:
Joshua Tree

Breakthrough Strategies to Unlock the Magic Number ()

When an organization meets or exceeds goal, the magic number, it really is not magic. Securing the goal is all about planning and executing. Whether the organization needs to raise $100,000 or $1 million, the concepts are the same. This workshop will establish a goal and strategies to fulfill the goal and ask participants working in small groups to create a list of tasks and needed resources to execute the strategy. The participants will also examine information regarding the organization's database and determine what if anything needs to be done so that the database will support the fundraising strategy. Groups will then report their results thereby creating a plan to make goal.

  1. Define the tasks to execute a fundraising strategy
  2. Determine the needed resources
  3. Assess the readiness of the organization's data to support implementing the strategy.
Presented by: Diana Hoyt

Diana HoytDiana Hoyt has over thirty years of professional and volunteer fundraising experience. She created five nonprofit development offices in the Greater Phoenix area and has been involved in almost every facet of the development process.

As President of Heritage Designs, Diana designs and markets nationally MatchMaker FundRaising Software, a fundraising donor management software application. Diana's company took a leadership role in the development and implementation of the Fundraising Effectiveness Project with the Association of Fundraising Professionals (AFP) International and the Urban Institute. The project has provided national research data regarding donor retention. She has also served on the AFP International Research Council.

Diana is a member and past president of the AFP Greater Arizona Chapter. She has been a mentor and faculty for the Chapter's Professional Mentoring Program. She holds a bachelor's degree from Kansas University and a master's from Arizona State University.

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Room:
Coyote

Creative Courage: A Journey Into Clarity* ()

*PLEASE NOTE: This is an extended workshop that will span the length of workshop sessions one and two.

It takes courage and bravery to stand up in a meeting and share ideas. Some leaders naturally have this but many do not. For anyone filled with ideas but lacking the information needed to express those ideas -- this session is for you. This session is designed to expose possibilities for creative courage and use it as a super tool for infusing innovation and redefining what is possible. Organization statements to be addressed during this session

  • Lack of creative courage impacts personal and team performances
  • Without creativity - innovation is stagnant
  • A workplace that is committed to creative innovation encourages all ideas.

This audience interactive experience will lead to break-throughs in ideation, problem solving and brainstorming. Participants will walk away with a tool kit of ideas to be a creatively courageous in work and life. Through interactive activities, participants will explore creative courage concepts as follows:

  • a focus on the creative courage mindset
  • a focus on methods for creative ideation
  • a focus on effective sharing of ideas and courageous ownership
  • a focus on collaborative creativity methods
  • a focus on innovative brainstorming

Participants will leave with a tool kit for creative courage capacity building for their team and organization.

Learning Objectives

  • Understand the critical impact that creative courage brings to an organization
  • Learn innovative brainstorming techniques
  • Learn methods for creative ideation
  • Learn creative courage mindset skills
  • Learn the practice of courageous ownership.
Presented by: Cyndi Coon

Cyndi CoonCyndi Coon is the President and Chief Experience Officer of Laboratory5 Inc. Cyndi's magical power is to help others find creative courage. Cyndi is a storyteller who sees the world in pictures. She connects with people to co-create big giant ideas as an intuitive thinker. Cyndi loves to explore, hike, camp, listen to music, read and create in her studio or on the go with her traveling creativity kit. She is a speaker, a writer, a teacher, a coach and a leader with contagious positivity and high energy! Cyndi is an expert in using creativity to expose clarity and experiential magic. Cyndi works with audiences to deepen the understanding of innovative creativity and to support the leap to the next level of their ideas. Her naughty, rule-breaking approach keeps everyone on their toes.

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Room:
Sonoran Ballroom

Pitching With Passion: Elements Of An Effective Pitch ()

The team from Social Venture Partners Arizona (SVPAZ), producers of Fast Pitch (the premier nonprofit pitch competition in the Valley) will teach attendees how to give an effective pitch. By walking participants through the story of self, the story of us, and the story of now, participants will be able to answer fundamental questions crucial to delivering a concise and cogent pitch. Additional work on choosing data with purpose, illustrating community challenges through social math, and outputs vs. outcomes will help participants better articulate their impact to potential funders and supporters. Finally, presenters will teach participants how to develop a powerful story and narrative as well as how to make the ask. Participants will leave the session with the framework to think about their organizations in a more strategic, focused, and intentional way while also having the tools to bring it all together to make a great pitch.

The workshop will be presented via PowerPoint that goes over the aforementioned concepts while providing three interactive activities for practice.

Concepts Covered Include:

  • Framing & Context: Why pitching is important
  • Elements of an Effective Pitch
    • Fundamental Questions to Answer
    • Data With Purpose & Social Math
    • Storytelling
    • Making the Ask
  • General Pitch Advice
  • Pitch Examples

Activities Include:

  • Answering Fundamental Questions (Who are we? Who am I? What problem are we attacking & solving? Who do we serve? How are we different? What difference to we make? What do we want next? What do we need to be successful?)
  • Digging For Data (Exploring compelling statistics related to their organization, using social math, articulating metrics, outlining outcomes)
  • Developing Powerful Stories - Brainstorming and writing a narrative about a client
  • Making the Ask - Developing a case for support.

Following activities, participants will be asked to share with the group.

Presented by: Sentari Minor & Suzanne Hensing

Sentari MinorSentari M. Minor, Director of Partner Engagement & Education at Social Venture Partners Arizona (SVPAZ), facilitates the engagement of local philanthropists and activates community leaders to drive social change in the Valley. Prior to SVPAZ, Mr. Minor oversaw the corporate and foundation relations and major campaigns for the Arizona Humane Society, Arizona's largest animal welfare organization. He started his career in the nonprofit sector at the Rodel Foundation where he managed communications, events, and special projects under the direction of the President & CEO.

With a strong background and expertise in fundraising, communications, and strategic planning, Mr. Minor supports and advises a number of Valley organizations and serves on the board of directors for a diverse set of nonprofits. Passionate about strengthening nonprofits to equip them to make a bigger impact, Mr. Minor speaks both locally and nationally on board governance, nonprofit leadership, and capacity building.

Suzanne HensingSuzanne Hensing is a local philanthropist dedicated to shaping a better Arizona. A longtime Banner Health executive, Mrs. Hensing spent the majority of her career in healthcare, focusing on physician-hospital relationships, professional practice strategies, medical group operations, physician recruitment and business development. Currently, Mrs. Hensing is an Independent Sales Associate for Worth New York, a high-end women's fashion line. Outside her work she is a member of the ASU College of Nursing and Health Care Innovation Development Council, Board member of Charter 100 Arizona and Board member of Social Venture Partners Arizona. She engages the community through leadership roles on various other committees, boards, and high-profile events. She also enjoys fitness, gardening, entertaining at her home and, of course, follows the activities of her adult children.

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Flagstone

ThirdWay Leadership: Leadership for the New Millennium ()

Harnessing the Power of Mindfulness and Intention

Leadership has the potential to guide individuals and organizations to a deeper sense of purpose, and to higher levels creativity, engagement, and inspired action. Creative and conscious leadership (what we call ThirdWay Leadership) is, arguably, the critical competency of the 21st Century.

ThirdWay Leadership rests in our ability to live in the "yes, and." It is about engaging with ourselves and our world with an open mind, an open heart, and a commitment to service.  

We each have the capacity for ThirdWay leadership. It may derive from conferred authority (leading from the front), a sense personal accountability (leading from behind) or a commitment to collaboration (leading from the side).

This workshop is for those who want to look at the next level of leadership. We will explore what leadership looks like as we move into the realm of true stewardship with attention on 4 key areas; relationships (engagement), results (effectiveness), collaboration (inclusion) and an entrepreneurial mindset (creativity).

We will look at how to use mindfulness (awareness of our internal and external world), purpose (what matters most), and intention (considered action) to expand our capacity to lead effectively in each of these areas.

Learning Objectives:

  • Explore what it looks like as we move out of a reactive, ego-driven leadership style and into a place of service and stewardship
  • Understand mindfulness, how it impacts our thoughts, feelings and behavior, and how we can leverage "the space between" as a leadership skill
  • Develop ideas for stepping into the realm of ThirdWay Leadership
Presented by: Gina Paigen

Gina PaigenGina Paigen, PCC, CPCC, CNTC, Chief Impact Officer of ThirdWay Leadership, is a professional coach and leadership consultant, passionate about guiding individuals and organizations to higher levels of creativity and a deeper sense of purpose. She brings her diverse experience as coach, facilitator, entrepreneur and artist to her work creating organizational cultures that champion the value of the self-actualized individual and the power that comes through collaboration and innovation. Prior to taking the leap into talent and organizational development, Gina worked as a musician, a photographer and a stage designer, and then spent 17 years as CEO of a multi-million dollar historic restoration company which she built from the ground up with little more than a telephone and a box of business cards. Gina's client list includes UNICEF, World Bank, MIT/Sloan, Royal Bank of Canada and Jackson Laboratory. She is a facilitator in the creativity community, and through SUNY Buffalo she designs and delivers programs that bring entrepreneurial training to underserved communities, immigrants and refugees. Gina holds three professional coaching certifications, including one in neuroscience and coaching. She is a graduate of CTI Leadership and is certified in The Leadership Circle Profile. Gina recently presented at TEDxWomenBuffalo and she has been published in The Huffington Post.

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Flagstone

Recruitment Research -- Disrupting The Way You Think About Executive Search And Recruitment ()

To establish innovative practices that will build an organizations culture through talent pipelines.

  1. There is a resource to afford you the opportunity to go after passive talent with your competitors.
  2. Recruitment Research is cost effective and allows the client to manage their recruiting budget
  3. How to gain insight into other institutions (competitors)

There is a lot of noise in the recruiting industry; various ways to find candidates for key positions in a competitive environment, especially at the senior level of your organization. If Non-Profits are looking for new and innovative ways to develop their organizational culture, they have to invest and prepare for it. How do you find very passive candidates" -- those not actively looking for a new job. With a variety of tools such as LinkedIn LinkedIn, job boards, company websites, etc., you find talent. But what happens if the talent you want is employed at a competitor - how do you get their attention? Recruitment Researchers are telephone maestros and good listeners. Through instinct, training, and practice, they've learned how to sidestep the corporate gatekeepers, how to establish non-threatening/non-adversarial and trusting relationships with candidates very quickly, and how to extract the greatest amount of accurate information in the least amount of time.

We plan to use a Case Study of an organization in the nonprofit space challenged in a competitive market to find talent at the senior level. Together we will review the case study and discuss ways the organization could or should leverage resources internally or externally to develop talent pipelines. We hope to uncover "best practices" while identifying new & innovative ways to target talent.

Presented by: Georgia Musgrave & Patricia Buckley

Georgia Musgrave Patricia BuckleyGeorgia Musgrave currently works for Duffy Group, Inc. as Vice President of Strategic Initiatives and leverages her expertise in Higher Education. She has been highly success conducting high level searches for various roles in the private and public sector. Given her length of service, her background and passion continually lead her to recruit in the area of higher education.

Patricia Buckley is Vice President and Practice Leader for Duffy Group, Inc. She works with a broad range of clients across the United States and internationally. Pat conducts comprehensive, in-depth searches for clients that exceed the expected with a track record of successful placements. Pat's industry specializations are: healthcare, higher education, nonprofit and venture capital. Prior to joining Duffy Group, Pat worked for Coopers & Lybrand in New York and for American Express in their New York and Phoenix locations. Pat is personally committed to philanthropy and has completed two terms as Vice Chair on the national Board of Directors for NPH USA.

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Coyote

Communicate Powerfully Up, Down And All Around With Respect, Clarity And Skill! ()

In this workshop, I will share how to communicate powerfully up, down and all around by avoiding the communication trap of the Drama Triangle. They'll learn how communicating from the triangle leads to confusion, misunderstanding and conflict. I'll share the antidote to the triangle and its roles, and the trustworthy communication practices participants can learn and practice to ensure they are communicating with respect, clarity and skill. I will provide real-world scenarios participants will relate to and can use to practice their new communication skills.. These will include one-on-one conversations,, meetings and presentations.

My learning objectives are:

  • Gain knowledge of common communication misunderstandings and where they come from. Specifically consider the format and the recipient of the communication.
  • Learn trustworthy communication practices.
  • Apply those practices in real-world situations.

While this information is not "new," it is often new to the people I present it to! it focuses primarily on becoming aware of one's own communication blind spots and having tools to intervene and create better outcomes. No matter how innovative your ideas are, if you can't communicate them, you won't get very far.

My process will follow this format:

  • Activate positivity and engage participants. I will open with a theatrically presented real life scenario of trying to have a conversation or conduct a meeting from the Drama Triangle point of view. I'll ask participants if they can relate.
  • Deliver information and examples of the Drama Triangle - its impact on communication depending on who you are communicating to, and the format. Here, I will use role playing to communicate the various roles involved in the Triangle. This is usually pretty entertaining!
  • Look at how this is exacerbated in meetings and presentations because of the variety of roles being played and how that can create chaos and challenges.* Deliver information on foundational elements of trustworthy communication and how this translates up, down and all around.
  • Provide opportunities for participants to practice trustworthy communication in real-life scenarios. I'll provide three scenarios to choose from with examples from both the Drama Triangle, and the trustworthy communication skills. Participants will practice in pairs.
  • Reflection, celebration and close.
Presented by: Andrea Beaulieu

Andrea BeaulieuAs an executive speech coach and trainer Andrea Beaulieu combines her abilities as a speaker, writer and performer to coach her clients to be powerful presenters. She supports professionals to communicate with respect clarity and skill. Andrea is a Faculty Associate for the Arizona State University Lodestar Center for Philanthropy and Nonprofit Innovation. She has received certifications from the Institute of Cultural Affairs (ICA) in Facilitation Training and from the Chemical Awareness Training Institute in Student Assistance and Support Group Facilitator Training. She is an Advanced Communicator Silver with Toastmasters International. She has a certificate in Transformational Life Coaching from the Southwest Institute of Healing Arts, Tempe, Ariz., She graduated Magna Cum Laude in Mass Communications from Arizona State University. She is a partner with Social Venture Partners Arizona, and a member of Local First Arizona, Toastmasters, and sits on the Steering Committee of Gabriel's Angels, Phoenix, AZ.

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Boulder

Storytelling: Communicating Your Brand To Engage Stakeholders ()

Develop a brand strategy with consistent messaging that tells your story and effectively connects stakeholders to your mission.

Learning Objectives:

  1. Learn about the power of consistent brand messaging and how to communicate strategically to connect with stakeholders.
  2. Innovate and engage with fellow participants in group work: brainstorm your story and receive/provide feedback.
  3. Use the tools and information provided in the workshop to write your organization's story.
Presented by: Amanda Kaye & Colleen Conley

Amanda Kaye Colleen ConleyAmanda Kaye is a Director at ckSYNERGY, a consulting firm that focuses in the areas of strategic planning, facilitation, training and coaching, relationship building, and cross-sector partnership planning. Amanda  specializes in building cross-sector relationships and crafting impact messaging to strengthen an organization's reputation. Prior to ckSYNERGY, Amanda pursued a career at a large, national nonprofit, where she cultivated mutually-beneficial, corporate sponsors. Additionally, she completed the Master of Nonprofit Leadership and Management (MNLM) graduate program at ASU in 2012.

Colleen is particularly passionate about helping nonprofits become more profitable and professional, yet remain mission-driven. She makes every dollar count by analyzing the organization's internal systems and highlighting areas for improvement. She creates simple solutions that increase efficiency and help organizations better serve the community. Before co-founding ckSYNERGY, Colleen worked for both national and international law firms and a corporate foundation, gaining more than twelve years' experience in management, collaborative partnership development, competitive intelligence, team facilitation, training, and event planning. Her work increased client satisfaction ratings and secured millions of dollars in revenue from new and existing clients. In 2012, she received her Masters of Nonprofit Leadership and Management (MNLM) from ASU. Currently, Colleen is a founding member and the co-chair of the UMOM Young Professionals Council and the Membership Chair. She serves as the Community Impact Chair for the Junior League of Phoenix (JLP), working to create partnerships between the JLP and Valley nonprofits. Given her experience, Colleen is able to find simple, turn-key solutions to help organizations achieve their missions effectively.

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Flagstone

Turning Great Ideas Into Reality: How To Create A Culture Of Innovation Through Personal And Professional Planning ()

Ever been to a conference, felt wonderfully inspired, and then find the pages of notes you took a year later under a pile of dust and discarded Starbucks cups? It might seem that Innovational Planning is an oxymoron, but in fact detailed planning is essential to organizational innovation. More specifically, creating strong systems for planning that permeate your organization will ingrain in your team an understanding of how to turn great ideas into reality. And the most important part is that you must create a culture of personal as well as professional planning. As we all know, any organization's best asset is their people. If you help your employees plan transformational change in their own lives as well as at work, you will create productive, happy teams that innovate instinctively. This workshop will outline why it is so powerful to create a culture of planning within your organization and equip you with systems, tools and resources to make it happen. Every participant will leave the room with a documented plan for enacting a goal in their personal or professional life.

Presented by: Catherine Alonzo

Catherine AlonzoCatherine Alonzo is a founding partner of Javelina, a company that brings brand experience to life for non-profits, businesses, campaigns and individuals. Having played a pivotal role in growing Javelina into a leading branding and marketing firm, Catherine specializes in effective messaging, brand development and personal and business strategic planning.

 With a background in political campaigns, Catherine specializes in creative approaches to build brands that move the target audience. She was a part of the teams that elected Phoenix Mayor Greg Stanton, Tempe Mayor Mark Mitchell, as well as pass numerous local and school initiatives.

Dedicated to her community, Catherine has been an integral volunteer for many local organizations, including Equality Arizona, a statewide LGBTQ-rights advocacy organization, and Tucson-based non-profit Ben's Bells. She led the Phoenix Steering Committee to open a Phoenix studio for the organization, which has been thriving on Roosevelt Row in downtown Phoenix since June last year. She is a 2016 Athena Finalist in the Young Professional category, recognized by the Phoenix Chamber of Commerce for her outstanding professional and community leadership.

Originally from the UK, Catherine moved to Arizona in 2005 to complete her Master's Degree in Public Administration at Arizona State University. She lives in Phoenix with her husband Ruben and their three bunny rabbits.

 

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Echo Canyon

Fundamentals Of Mission Driven Fundraising ()

Develop a basic understanding of mission driven fundraising and the pitfalls of mission drift. Perform a live audit of a variety of local organizations' current fundraising practices to determine the level of mission focus for your organization and discuss potential actions that would help increase donor connection. Attendees will leave this session with the tools to perform an internal audit on current fundraising strategies, ideas to increase mission focus within your development department, and a courageous conversation outline to encourage open dialogue about the role mission plays in the fabric of fundraising. Tools and best practices will be provided to implement your own organization's mission driven fundraising audit to empower your development team and enhance the sustainability of your organization. At the core we're asking participants to develop mission driven fundraising practices that will leave your donors with a greater understanding of your mission.

Presented by: McKenzie Simmons & Alycia Elfstrom

McKenzie Simmons McKenize Simmons has 7 years of fundraising, communications and marketing experience with a variety of local non-profits including Esperanca, The Girl Scouts of Arizona and the Cancer Support Community. She holds a Bachelor of Science in Corporate Communication and recently completed the AMEX Leadership Academy as a member of the 8th class. McKenize has a passion for mission-focused fundraising and development-- her blend of heart and strategy provides a unique industry perspective.

Alycia Elfstrom has 6 years of fundraising, communications and public relations experience with a variety of cross-sector organizations including the Peace Corps, Arizona Real Estate Investors Association and Mosaic. She holds a Bachelor of Arts in Political Science, recently completed the AMEX Leadership Academy as a member of the 8th class and is pursuing a Master of Arts in Social Impact. Alycia has a deep love for donors and their stories-- her interest is in creating mission connection between donors, organizational programs and the development department.

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Horseshoe

Consistency & Procedures: Don't Lose Your Innovative Processes. ()

Innovation is key for organizational sustainability. What happens when those ideas are implemented into a plan? Who holds the knowledge and intricate operating and performance details? Can you keep operating that function without a hitch if that person left the organization? This workshop will guide you on building and retaining operating procedures and best practices for long-term sustainability.

Presented by: Keisha McKinnor

Keisha McKinnorKeisha A. McKinnor is VP, Development & Programs at Thrive Community Services, Inc., a startup non-profit in Phoenix, Arizona. Prior to joining the non-profit sector she worked over 15 years in the real estate industry, notably as a commercial property manager and real estate broker. Keisha holds an MBA from the University of Phoenix and has managed multi-million square feet of industrial and retail real estate portfolios and conducted transactions. Her experience and expertise lies in strategic planning, management, and implementing and evaluating processes for efficiency. Keisha is passionate about giving back with time and talents and volunteers as a marketing/communications representative and treasurer for Wordcenter Church, a non-denominational ministry in the valley, is an active board of director member for Arizona Autism Charter Schools, and recently began a personal goal of becoming a motivational speaker.

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Echo Canyon

Strong Boards Lead To Effective Organizations ()

This workshop will provide participants with the tools to evaluate the organization's board and make strategic board member selections with the goal of aligning board composition with the missions and objectives of the organization. Participants will explore the questions to ask when evaluating the board and criteria to set when selecting board members. Participants will learn effective methods of board evaluation and board member selection.

Presented by: Laura Lo Bianco

Laura Lo BiancoLaura is a director with Fennemore Craig in Phoenix. She focuses her practice on corporate law and transactional matters. As Chair of the firm's nonprofit and tax-exempt organization practice group, she regularly advises tax-exempt organizations of all kinds, including public charities, private foundations, schools, trade associations and social clubs. Laura assists in all phases of an organization's life, from formation to governance to operations to sunset. She is a frequent speaker on topics relevant to nonprofit organizations.

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Boulder

Strategic Program Development: Innovation In Practice ()

Typically, in nonprofit program development, we are taught the process of assessing the need for a new program, identifying the solution, developing the program, and then doing the logic model to ensure the planning is accurate and viable for the program. While these are valuable planning steps, there are some other roads to consider when working within complex systems. In this session, we will discuss different strategies and best practices for innovating your program development process. We will be introduced to a case study on a current nonprofit's project and the journey of this organization's innovation. -Learn about a case study of one organization's strategic program development: Advocacy and Early Intervention Model through Feeding Matters.-Identify two tools to enhance program development-Learn best practices for creating an innovative culture on your team or committee to set the stage for the best ideas to be extracted during program development

Presented by: Jaclyn Goris

Jaclyn GorisMs. Goris holds a Master of Science in Healthcare Innovation and a Bachelor of Science in Nonprofit Leadership/Management. Jaclyn has dedicated herself to the nonprofit community; her professional experience includes program and strategic initiative design, development, special events, marketing, and community engagement. She uses transformational leadership principals in her everyday work. Jaclyn strives to build energized and efficient teams to create significant organizational and systemic change for children with pediatric feeding disorders.

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Joshua Tree

Adaptive Action: The Path To Resilience And Sustainability ()

Stewardship of a nonprofit organization, and its resiliency and sustainability in complex adaptive systems cannot simply rely on traditional measures and models to help us see and meet our vision and mission. The diversity of experience, thought, and patterns of behavior -- present everywhere we live, work, and play -- are massively entangled and threaten to overwhelm us. The decisions we make today in our organizations, based on what we learned yesterday, will influence choice and action tomorrow in our communities. Operating within such an open, high dimension, and nonlinear environment, the questions we need to ask and the tools we use must reflect our world.

Sometimes the simplest methods are the most innovative and effective; this is true for Adaptive Action. From the field of Human Systems Dynamics, Adaptive Action is a process which asks three simple questions: What? So What? and Now What? These questions assist nonprofit boards, staff, volunteers, and community stakeholders in capturing information, recognizing patterns, and allowing them to think and act in a different way. The methodology is simple:

  • What: Collect data to identify the challenges you face: what do you know?
  • So What? Analyze data to reveal patterns for making healthy decisions: so what does it mean?
  • Now What? Take a breath and decide what action you are going to take: now what am I going to do?

This highly interactive presentation will demonstrate this multi-tiered, iterative model, and offer one simple tool for participants to try out. With lessons learned and examples gleaned from over 350 practitioners worldwide who are using Adaptive Action, we will examine its applications and implications. By practicing this simple, innovative approach, we can all develop our adaptive capacity, for learning, creating change and enhancing everyday patterns of nonprofit resilience and sustainability.

At the end of this presentation participants will be able to:

  1. Examine the nature and components of healthy patterns through a complexity lens
  2. Explore and practice decision-making processes under changing conditions
  3. Create adaptive strategies for learning and growth as an ongoing process of healthy choices
  4. Identify strategies and opportunities for making decisions and facing tough situations.
Presented by: Mallary Tytel

Dr. Mallary TytelDr. Mallary Tytel is a dynamic and engaging speaker, facilitator, executive coach, author, entrepreneur, and complex systems thinker. She is the president and founder of Healthy Workplaces, a national consulting practice that centers on systems change, diversity and culture, women's leadership, and creating healthy, productive, and sustainable workplaces. She is the former CEO of an international nonprofit corporation; has served as a key advisor to senior leadership in the US Department of Defense; and created and delivered innovative leadership training in over 40 communities worldwide. Most recently she co-founded the Simple Rules Foundation, whose mission is to help individuals, organizations, and communities see, understand, and influence their world. Mallary is often quoted in the media, has appeared on CNBC and ABC World News This Morning, and has presented at conferences and professional events throughout the US and Canada. Mallary has a Ph.D. from the Union Institute and University, an MBA from the University of Connecticut, and is the author of five books. In her spare time she mentors budding women entrepreneurs and first-time authors.

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Coyote

Helping People Find The Seat On Your Bus ()

Building an effective team in your nonprofit begins with finding the right people who fit the roles you have, then helping them work together as a team. How can you increase the chance that you are getting the right people on the bus and putting them in the right seats? In this session, you will learn about some strength-based tools and resources available to you to evaluate potential employees as well as learn more about the employees you already have. You will learn how a comprehensive profile of preferences, strengths, and attitudes for each individual helps them hone their individual performance. And you will learn how this same profile helps team members communicate more effectively, run effective meetings, manage projects, and realize their greatest potential. This session is designed for anyone who manages a team, whether the executive of the entire organizations, or the leader of a unit within an organization.

Presented by: Patrick McWhortor

Patrick McWhortorPatrick S. McWhortor is a Leadership and Nonprofit Consultant in the Phoenix area. He provides leadership, team development, and organizational development services to executives and nonprofits. Patrick also assists nonprofits with resource development, including grant processes, foundation relations and major gifts. He facilitates organizational self-assessment as part of strategic planning for nonprofits and conducts policy-oriented and issue-oriented research to assist nonprofit leaders with charting their future. Patrick also teaches courses in nonprofit management and leadership, public policy analysis, and statistics at Arizona State University's College of Public Service and Community Solutions. In 2015-16 he was the Arizona Campaign Director of Open Primaries, where he led a statewide coalition-building effort to implement election and political reform by engaging community leaders, grassroots groups, and countless advocates of reform. Prior to that, Patrick was the President and CEO of the Alliance of Arizona Nonprofits from 2005-2015. He has an MPA in Policy Analysis and Program Evaluation and a B.A. in Political Science from Arizona State University.

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Coyote

Leadership Transition In Mindful Cultures* ()

*PLEASE NOTE: This is an extended workshop that will span the length of workshop sessions one and two.

Mindfulness is an intentional state of active, open attention in the present moment. Leadership transition, as a natural part of the organizational life cycle, is a fertile threshold that calls for mindful behavior of the leader and of everyone else in the organization. It also provides an opportunity for the system itself to integrate mindfulness practices that allow the organization as a whole to tap collective wisdom. For leaders in transition or as a member of a system experiencing change, this session will engage participants in discovering the relationship between individual and organizational mindfulness while navigating change. Christine Whitney Sanchez and Kerry Blume will guide you to increase your skillful response to change and use its disruptive energy to increase resilience and evolutionary growth. Using Appreciative Inquiry and the Seasons of Change model, you will explore how to apply mindfulness in individual, team and whole system work.

Learning Objectives

Participants will increase knowledge, skill and awareness of:

  • Personal and organizational transition models
  • Succession planning in a mindful culture
  • Methods to enhance self-awareness
  • Mindfulness practices
  • Appreciative Inquiry
  • Conscious leadership transition
Presented by: Christine Whitney Sanchez & Kerry Blume

Christine Whitney Sanchez Christine Whitney Sanchez, MC has worked across six continents to build the capacity for mindful organizations, strategic collaboration and thriving cultures. Integrating her experience as a psychotherapist into leadership development, organizational transformation and collaborative impact, she has guided tens of thousands of stakeholders to resolve thorny issues and generate new opportunities. She has trained thousands of change leaders around the globe in strength-based approaches. She has facilitated some of the largest intergenerational conversations in the world. And that is what brings her joy. Christine’s clients include Girl Scouts of the USA, Arizona Community Foundation, Make-A-Wish Foundation, American Red Cross, Financial Planning Association, Virginia B. Piper Charitable Trust, Girl Scouts – Arizona Cactus-Pine, Facilitator Network Singapore, Gila River Indian Community, Native American Connections, Rio Tinto Madagascar, Northrop Grumman, Kaos Pilots Business School in Denmark, and city, county, state and federal agencies. She is an Adjunct Faculty member at ASU’s Lodestar Center and a Core faculty member at Claremont Lincoln University.

Kerry BlumeKerry Blume, MS has dedicated her life to nonprofit leadership. For more than 30 years she has worked for social justice. As President and CEO of United Way of Northern Arizona, Blume honed her leadership skills by moving the organization through significant growth and transformation from 1998-2013. The organization grew in both size and depth of work by committing to a targeted agenda for improving community outcomes in education and income. Kerry launched her consulting career drawing on her success leading nonprofit organizations. She works with leaders, organizations and communities to build vibrant futures. Kerry uses a strength-based and systems-oriented perspective to assist individuals and organizations through coaching, facilitation and strategic guidance. Kerry's clients include national, state and local organizations, including Farmworker Justice, Girl Scouts Arizona Cactus Pine Council, Arizona Center for Civic Leadership, Coconino County, United Way of Northern Arizona, The NARBHA Institute and North Country Healthcare.

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Arizona

Trying On A Coaching Mindset ()

An invaluable tool for building effective relationships with staff, colleagues and clients as well as cultivating an open and innovative culture is a "coaching mindset," which is achieved when we have positive expectations of self and others, a genuine desire to grow and develop and assist others in their development and adopt a learner orientation. James Flaherty says "Coaching is a way of working with people that leaves them more competent and more fulfilled so that they are more able to contribute to their organizations and find meaning in what they are doing."

This interactive session will explore the distinguishing characteristics of a "coaching mindset" including generous and deep listening, questioning assumptions, accepting judger and practicing learner and being aware of our own thinking and inner operating system. Participants will experience trying on a coaching mindset in small groups and pairs as they practice forming and asking powerful questions, deeply listening, discovering expanding choice and making agreements for action and accountability.

Presented by: Jeri Royce

Jeri RoyceJeri Royce is an accomplished dynamic leader with over 25 years of experience in local and national nonprofits (Points of Light Foundation and American Symphony Orchestra League) and small business organizations. Jeri has a successful track record of building and leading strong partnerships and highly successful teams.

Since relocating to Arizona, Jeri has continued her service in the nonprofit and business sectors following her passion for community outreach, partnership building, education, training and leadership development. Having founded her own consulting firm, 3P-Leadership, Jeri specializes in capacity building leadership development for nonprofits and businesses offering training programs, team-building, individual/group coaching services and Interim Executive Director Services. Jeri serves as Associate Faculty for ASU Lodestar teaching High Impact Leadership and participates in Vitalyst's Community of Practice. Jeri has completed Adler International Learning Coaching Certification - The Foundations of Professional Coaching and Coaching Conversation in the Context of Work.

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Echo Canyon

Keep Calm And Lead Change (Without Freaking Out Others, Including Yourself) ()

Frustrated in trying to move your organization without much success? Disappointed that your staff is not "buying in"? Feeling the pressure from your Board to deliver on your vision? Join me in Keep Calm and Lead Change (without freaking out others, including yourself) and learn important change management principles and an opportunity to put these principles in a practical action plan.

Key outcomes:

  • Using your real life change initiative, identify ways to remove the obstacles and build energy for change
  • Create a specific action plan that can be used right away back at the office
  • Understand how to keep yourself focused and motivated as the change catalyst

Yes.. change is hard and it is here to stay. Let change be your friend and together... create new solutions to your agency's important questions.

Presented by: Amari Romero-Thomas

Amari Romero-ThomasAmari Romero-Thomas is the Principal Consultant and Executive Coach at Mosaic Consulting and Coaching. The purpose of Mosaic is to assist organizations and individuals "put all the right pieces" together in service to their personal or organizational mission. Special attention is paid to the culture and change issues that many times prevent an organization or company from achieving its true potential. Mosaic Consulting and Coaching specializes in:

  • Executive Leadership - CEO and Board of Directors Coaching, Senior Team Development, Executive Transitions/Search and 360 assessments
  • Organizational Effectiveness - Strategic Planning, Team Building, Strategic Restructuring/Mergers, Human Resources infrastructure and Board/Staff retreat facilitation
  • Coaching for Life and Organizational Transitions - Retirement, New Role and Personal Effectiveness

Prior to creating Mosaic, Amari spent over 20 years in the non-profit and corporate sectors as a Senior Consultant, Executive Director, Philanthropy executive, VP of Sales, Human Resources Manager and numerous other managerial positions.

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Joshua Tree

Unleash Creativity And Build Strength-Focused Organizations With Appreciative Inquiry ()

Participants will learn about the power of strength-based change and will practice simple and natural tools for organizational storytelling, and how to use them to execute the powerful philosophy and methodology of Appreciative Inquiry for personal and group change. This session will unleash exciting new ways for people to express themselves, be heard, and inspire each other to action. Using the principles of Appreciative Inquiry and the art of storytelling, they will see how it is possible to create organizational environments that support creativity and innovation, that lead to new possibilities. Participants will leave with simple tools and techniques that can be immediately applied within an organizational, community or interpersonal setting.

Presented by: Deborah Maher

Deborah MaherMs. Maher is a BoardSource certified Nonprofit Consultant and is a certified Appreciative Inquiry Consultant who studied with David Cooperrider, the co-creator of AI at Case Western University. In addition she is a certified Leadership Coach and has been certified as a Project Management Professional (PMP). She recently relocated to Arizona after moving from Oregon where she provided consulting to a range of nonprofit organizations and local government agencies. Prior to that, she lived and worked primarily in Washington DC as an organizational development consultant for the federal government and nonprofit organizations. She holds an MBA and a master's in Public Administration.

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Desert Sky

"That's Not How We Do That Here" - A Kotter Model Simulation (Creating Space For Innovation Within A Hierarchy) ()

The focus of this workshop is to introduce the Kotter Dual-Operating System and to demonstrate that organizations can successfully navigate major transformations by creating more "leaders" who "want to" (instead of "have to") produce movement and change. We shall use the living example from Valley of the Sun United Way to bring these concepts to life. At the end of this workshop, participants will walk away with ideas on how to quickly apply some of the concepts of creating a dual-operating system, including:

  • Identifying the big opportunity
  • Creating urgency
  • Soliciting a volunteer army.
Presented by: Laura Kaiser, Colleen Gautam & Jayson Matthews

Laura KaiserColleen GautamJayson MatthewsLaura Kaiser serves as VSUW's Vice-President of Engagement assisting the organization to develop amazing donor experiences. Colleen Gautam serves as VSUW's in-house Corporate Counsel, advising the organization on legal issues. Jayson Matthews serves as VSUW'S Director of Ending Hunger leading their initiative for Maricopa County. Laura, Colleen, and Jayson have or currently serve as Facilitators for VSUW's existing Kotter Dual-Operating System.

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Horseshoe

Power Up With Purpose! ()

Unleash unlimited potential; by engaging people in meaningful leadership roles that result in successful and sustainable enterprises. This interactive workshop, for both staff and volunteer nonprofit leaders, is designed to teach participants how to better understand and employ the Power of Purpose. When stakeholders are engaged in meaningful leadership roles across a broad spectrum of the enterprise, nonprofits increase their capacity to grow their reach, advance the mission, and deepen their impact in the communities they serve.

Objectives:

  1. Overview: Learn how to cultivate The Power of Purpose across the organization.
  2. Current Reality Check: Understand the important dynamics of nonprofit lifecycles and how they shape organizational thinking and behavior.
  3. Leadership: Discover how to become a more effective leader in engaging stakeholders into meaningful roles, resulting in increased capacity to grow and sustain your mission.
  4. Fundraising: Learn how to inspire stakeholders to raise more money and become unabashed champions for your mission.
Presented by: Todd Hornback

Todd HornbackTodd Hornback is a visionary leader who specializes in growing purposeful and productive communities. Whether in local neighborhoods or executive board rooms, Todd engages people in meaningful leadership roles that result in successful and sustainable enterprises. Two decades before he began creating vibrant and caring communities for one of the country's leading land development firms, Todd began developing an authentic framework to cultivate the power of people with purpose. Now he uses his expertise to help people create lasting legacy. Todd is widely recognized, in both the social and business sectors, for his conviction that people are the greatest asset to any and all endeavors. Todd is currently Executive Director of Community Life for DMB Associates, Inc. Prior to joining DMB, he served in a variety of leadership roles within the social sector including Executive Director of Scottsdale LINKS, President & CEO of Parent Anonymous of Arizona and President & CEO of the Alliance of Arizona Nonprofits.

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Boulder

How to Make Your Database Work For You ()

As a fundraising professional, you hear about best practices to secure gifts for your organizations but HOW do you actually accomplish all of it? As you cultivate pipeline of donors and prospects, direct mail, major gifts, membership, events, and volunteer history all plays a critical part in understanding your donor’s relationship with the organization. What do you do with this information to manage a portfolio of donors, identify new prospects, and steward the gifts already received to build a stronger relationship AND do everything else you need to get done? Get to know your database and make it work for you! The session will provide an practical overview of moves management and how to work through information barriers to understand your donor’s lifecycle with the organization . Making your database work for you instead of you working for it will help you build stronger relationships with your organization’s donors.

Workshop begins with an overview of a basic moves management system to track fundraising initiatives regardless of which database is used. Examples of past experiences, questions to ask, and specific strategies of how to work with the database to make it a robust tool for development officers not just a place to store information.

Presented by: Sasha R. Lewis, CFRE

Sasha R. Lewis, CFRESasha Lewis, CFRE is a development professional with over 15 years of experience in supportive and direct fundraising roles. During the first half of her career, Sasha worked closely with development teams to integrate comprehensive fundraising plans with data driven moves management systems. In more recent years, she has served as a Regional Development Officer and Major & Planned Gifts Manager before joining Arizona State University as the Associate Director of Development for the School of Sustainability and the Built Environment (SSEBE). Sasha is a Phoenix native, raised in Kansas City, Missouri, and returned to the Valley with her family in 2014.

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Horseshoe

Creativity & Innovation, Getting Outside The Corporate Mind ()

Improv troupes must think outside the box. In this workshop participants will learn the techniques that the pros use to create powerful & innovative solutions with the group-mind mentality. Team-based exercises will get you creating something out of nothing. This workshop will help participants to:

  • Think Outside The Box
  • Increase Confidence
  • Act On Each Instinct
  • Ignore the saboteur
  • Create Win-Win Solutions
  • Generate Ideas Quickly
  • Build On Others Ideas
  • Eliminate Judgement
  • Unlock Imaginations Held Hostage
  • Brainstorm With Purpose.

Our workshop format is a combination of group discussions and team-based activities consisting of individual, partner, and group work. Please see the attachment for a detailed outline and explanation of activities.

Presented by: Jef Rawls

Jef RawlsIn addition to being the Founder & CLO of Team Yes and…, For the past 15 years Jef Rawls has been the Owner/Producer of The JesterZ Improv Comedy Troupe in Mesa, AZ and has performed or directed in over 5,000 improvised shows. Under his direction, the JesterZ have entertained top corporations such as PepsiCo, America West Airlines, Qwest, IBM, Bank of America, Target, The University of Phoenix, and AutoZone.; just to name a few. Jef is extremely passionate in supporting individuals to learn and make immediate application of improvisational skills to increase quality and productive work environments as well as to acquire invaluable life skills. Jef has been a corporate trainer, actor, emcee and professional comedian for over 20 years. He brings a unique and fun approach to learning and applying improv skills in professional environments.

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Desert Sky

The Art of Herding Cats - Maximizing the Experience for Your Leadership Volunteers While Improving the Overall Culture in Your Organization ()

Board and Committee Member Management can be time consuming and inefficient for everyone involved - especially you and your staff. Learn best practices and hear actual experiences where volunteer leadership had meaningful interactions with donors and prospects and improved the bottom line for the organizations they support. Walk away from this course with strategies and steps you can implement tomorrow.

Presented by: Jessica Galow

Jessica GalowMs. Galow grew up in Tucson and is a proud graduate of the Eller College of Management, receiving her bachelor's degree in Entrepreneurship and Business Management. Shortly after graduating, Ms. Galow managed an international dietary supplement business for seven years before beginning a career in nonprofit management. Ms. Galow joined United Way of Tucson and Southern Arizona in August, 2014 as Director of Resource Development, bringing a combination of corporate and nonprofit management skills to the organization. Ms. Galow currently serves as president of the Tucson Young Professionals, as well as serves on the board of the Southern Arizona Leadership Council and the Association of Fundraising Professionals.

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Horseshoe

Three Steps to Embrace Design Thinking Practices ()

Design thinking is an iterative problem-solving process that builds upon insights gained from users, which includes clients, customers, and other stakeholders. During this highly-interactive workshop, participants will learn 3 steps they can take to adopt a more design-oriented mindset. Participants will:

  1. conduct an empathy interview,
  2. process insights from an empathy interview, and
  3. create and test a prototype.
Presented by: Jacqueline Smith

Jacqueline SmithJacqueline designs and launches university-wide initiatives that support Arizona State University's charter and design aspirations. Jacqueline developed and now oversees over $60 million in grant-funded projects related to leadership development, student success, workforce innovation and online learning communities. She also cultivates early-career higher education professionals through an award-winning university innovation fellowship program. Outside of ASU, Jacqueline serves on the Tempe Youth Leadership committee (provides teens monthly opportunities to learn about and serve the community) and the Manifesto Project board (engages early career professionals with one-year apprenticeship opportunities on local boards to build social cohesion and retain talent in Arizona). She earned her bachelor's degree in mathematics and economics and law degree from Georgetown University.

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Boulder

Shifting From "Either/Or" to "Yes, And..." Harnessing the Power of Paradox to Accelerate Leadership and Innovation* ()

*PLEASE NOTE: This is an extended workshop that will span the length of workshop sessions three and four.

It is in the place of paradox that so much of our creativity lives; where freedom meets responsibility, stillness meets movement, and truth meets mystery.

Innovative organizations embrace paradox.

  • They set high standards and have a tolerance for failure
  • They value playful chaos and forced discipline
  • They balance a commitment to change with a healthy respect for stability

Here’s the challenge: Creating a culture that embraces uncertainty, ambiguity and paradox isn’t easy. We humans are hardwired with a desire to know what to expect, and when to expect it. Our evolutionary success is due, in part, to our ability to invent constructive solutions to predictable circumstances. Uncertainty creates anxiety. But fortunately, there's magic in that discomfort. In the words of T.S. Eliot, “Anxiety is the handmaiden of creativity.”

So how do we shift from a perspective of “either / or” (a need to know) to one of “yes, and…” (the ability to embrace uncertainty, ambiguity and paradox)? In this interactive program we will offer ways to expand our individual and collective Paradox Quotient(PQ).

We will examine how paradox is embedded in each moment of our lives, look at the paradoxical nature of our own humanity, and explore how we can embrace paradox as a leadership tool. We will reveal the "secret sauce" that allows organizations to make PQ part of a culture of innovation, and we will share techniques for using paradox to jump-start the creative process.

Learning Objectives

  • Gain awareness of the power and the beauty of paradox; and how it impacts our human experience
  • Develop ways to expand our Paradox Quotient (PQ); increasing our capacity to be with uncertainty and ambiguity and to embrace the "yes, and..."
  • Learn tools and techniques for using paradox as a channel to amplify leadership, creativity and innovation.
Presented by: Gina Paigen

Gina PaigenGina Paigen, PCC, CPCC, CNTC, Chief Impact Officer of ThirdWay Leadership, is a professional coach and leadership consultant, passionate about guiding individuals and organizations to higher levels of creativity and a deeper sense of purpose. She brings her diverse experience as coach, facilitator, entrepreneur and artist to her work creating organizational cultures that champion the value of the self-actualized individual and the power that comes through collaboration and innovation. Prior to taking the leap into talent and organizational development, Gina worked as a musician, a photographer and a stage designer, and then spent 17 years as CEO of a multi-million dollar historic restoration company which she built from the ground up with little more than a telephone and a box of business cards. Gina's client list includes UNICEF, World Bank, MIT/Sloan, Royal Bank of Canada and Jackson Laboratory. She is a facilitator in the creativity community, and through SUNY Buffalo she designs and delivers programs that bring entrepreneurial training to underserved communities, immigrants and refugees. Gina holds three professional coaching certifications, including one in neuroscience and coaching. She is a graduate of CTI Leadership and is certified in The Leadership Circle Profile. Gina recently presented at TEDxWomenBuffalo and she has been published in The Huffington Post.

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Sonoran Ballroom

Experience a World Café: Organizational Mission and Values* ()

*PLEASE NOTE: This is an extended workshop that will span the length of workshop sessions three and four.

A World Café is a social technology for engaging people in conversations that fuel collaboration and innovation.  Participants in this workshop will learn how to implement the World Café process while engaging in meaningful conversations with peers on how our organizations can better embody mission and values to create benevolent organizations.  Through enjoyable and deep conversations in multiple small groups, the group as a whole will connect diverse perspectives, discover patterns and insights and share collective discoveries.  At the completion of the workshop, participants will know the basic tools for implementing a World Café and have new insight on embodying mission and values into organizational structure and management

Presented by: Sharon Tewksbury-Bloom

Sharon Tewksbury-BloomSharon has served in the volunteer management and national service field since 2006. She currently serves as the Project Director for AmeriCorps programs at Northern Arizona University's Civic Service Institute. She is an AmeriCorps alumna who loves to help people create, find, and embrace meaningful work. Sharon also has a Master’s Degree in Organizational Development and Knowledge Management from George Mason University. She loves to geek out about organizational structure and systems and how we can create workplaces that encourage benevolence. When she is not engaged in serious discussions about changing the world, Sharon can be found acting at the community theater, mountain biking, learning to cook, or taking photos of birds.

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Arizona

Tell Your Story for Impact and Investment! ()

In my workshop, “Tell Your Story for Impact and Investment,” I will coach participants in how to find, develop and deliver their story with skill, persuasiveness and confidence. Participants will learn to move beyond the narrative to personalize their stories so they can share their true experience of the value and need for their organization and its impact. It’s a dynamic approach to understanding and delivering the significance of the organization’s mission. 

In this workshop, I also will introduce how they can use stories to strategically position information to accomplish any number of goals – establishing credibility, creating connections, showcasing accomplishments, providing an ongoing narrative for the culture, transferring knowledge, or creating a living and written history, for example.

Participants will:

  • Use a template to create a story that communicates the value of their organization, its mission and impact in the community. This story can then be customized to address various audiences.
  • Explore their personal commitment and contribution to the organization and how to share that with others through their story, enhancing leadership and communications skills. 
  • Learn presentation skills and techniques, including emotional connection and creative expression techniques, to engage audiences.
Presented by: Andrea Beaulieu

Andrea Beaulieu provides speaking, story performance, presentation skills and strategic brand messaging coaching and training. Since she established Andrea Beaulieu Creates, LLC in 1987, she has served hundreds of clients in several industries, and worked as the contracted executive director for two nonprofit organizations. As a professional speaker and trainer, Andrea has presented to such diverse audiences as the AFP Greater Arizona Chapter, the Valley of the Sun United Way, the United Way of the Columbia-Willamette, Northern Trust Bank, and the Association for Financial Professionals of Arizona. She is the author of two books on finding and following your authentic voice, and has been a performer for more than three decades including her year with Up With People performing for the Super Bowl Halftime Show, the Indianapolis 500 and Bob Hope’s Birthday Party. Andrea graduated magna cum laude from ASU in Mass Communications.

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Arizona

Mission-Centered Management ()

Mission-centered management is an emerging framework for building responsive community organizations.  Just as patient-centered care changed the focus of medical treatment, mission-centered management changes the focus of all things related to effectively managing and growing a nonprofit organization in today's environment.  Based on his own experience as founder & CEO of Arizona Autism United, as well as helping other organizations and associations of various sizes, Dr. Blocher-Rubin is developing the mission-centered management model for nonprofit leaders at all levels to build a new or improve an existing nonprofit organization with vitality, flexibility, and mission consistency.  This workshop will present 10 components for leaders to analyze within their own organizations to identify current practices and opportunities for improvement.  Hands-on activities will allow participants to apply these principles to their current situations or ideas for new ventures, and to finish the workshop with new ideas and direction that they can begin to apply immediately.  Dr. Blocher-Rubin is currently working on a book, website, and other learning materials focused on the concept of mission-centered management.

Presented by: Dr. Aaron Blocher-Rubin

Dr. Aaron Blocher-Rubin is the founder & CEO of Arizona Autism United.  Founded in 2006 without startup funds or high profile board members, Arizona Autism United has grown steadily as a high performing provider of best practice services and supports for the autism community in Maricopa County.  AZA United currently has an annual budget of $9 million and serves approximately 500 children and families at a time with support services and therapies.  Under Dr. Blocher-Rubin's leadership, the organization has developed a management structure and strategic focus that has allowed rapid expansion while continually improving service quality and workplace culture.  Dr. Blocher-Rubin is also the current president of the Arizona Association for Behavior Analysis, which has increased membership by 300% and revenues by 400% during his two year tenure.  This fall he will be teaching a new course in the ASU Master of Nonprofit and Leadership Management program titled Organizational Behavior and Principles of Management for Nonprofit Organizations.

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Joshua Tree

Building Capacity: A Multiple Capitals Approach ()

While most people think of resources in financial terms, organizations actually use many types. This workshop will introduce you to a toolbox of resources nonprofit leaders can use to build capacity in their organizations. It introduces the process of value creation through a multiple capitals framework. This tool box can be used to guide program planning , identify organizational gaps, and develop innovative reporting for stakeholders. The workshop features a blend of information delivery, discussion, and case studies with experiential and small group activities. By attending this workshop, you will be able to: 1) identify 22 types of tangible and intangible assets your organization can develop; 2) understand how these capitals can change forms and work together at multiple levels to produce a cascade of benefits; 3) tell the story of your organization through the lens of multiple capitals (e.g., social, reputational, political capital); and 4) frame your capacity-building work in new language that makes a strong economic case for the value of this work.

Presented by: Elizabeth Castillo

Dr. Castillo studies nonprofit leadership through the lens of complex adaptive systems. Her research investigates capitalization of organizations, particularly how intangible assets like social, cultural, and political capital contribute to the production of social and financial returns (the double bottom line). Her scholarship is inspired by two decades of management experience in the nonprofit sector, including the San Diego Natural History Museum and Balboa Park Cultural Partnership. Her mission is to repair the world through scholarship that promotes thriving organizations, engaged employees, connected communities, and a world we can be proud to pass on to our children.

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Joshua Tree

How to Create Winning CEO/Board Partnerships ()

A highly-functioning, healthy partnership at the highest level ~ between the CEO and Board of Directors ~ is critical to the success of any organization. Too often boards are either checked out or running roughshod over the CEO, neither of which serves the mission. Amid true-life tales of some Board/CEO challenges we didn’t see coming… learn how to create an effective, win-win team with your board and CEO: set clear expectations, open channels of dialogue and build respect and trust. Your organization’s health and sustainability demands it. Ask tough questions, share your secrets of success, and come away with solid ideas and practical tools to build a healthier leadership team.

Presented by: Deb Dale

Deb Dale is a founding partner of Smith & Dale. In addition to holding her CFRE credential, Deb is an Association of Fundraising Professionals Master Trainer®. She has provided governance and fundraising trainings, retreat facilitation, strategic planning, executive coaching and performance audits for countless organizations. Through major gifts, capital campaigns, and other fundraising, she has helped nonprofits raise over $35million in her career. Deb has been honored by the University of Arizona’s Eller College ‘Ordinary Women Doing Extraordinary Things’ and was named one of Tucson’s ’40 Under 40 Business Leaders. In 2012, the Association of Fundraising Professionals selected Deb as Outstanding Fundraiser of the Year. She currently serves on the boards of the Old Pueblo Masters Water Polo Club, the Women’s Foundation for Southern Arizona where she is Board Chair, the Arizona Alliance of Nonprofits Public Policy Council, and volunteers as on-air talent for Arizona Public Media radio and television fundraising drives.

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Sonoran Ballroom

Relationship Building Your Way to Being a Better Leader ()

Participants will better understand their communication style, how to effectively communicate with others, and how personality traits affect their work style. By reviewing communications styles and completing personality tests, participants will understand how to work and collaborate with those who have different styles and characteristics. Once understanding their own traits, participants will brainstorm ways to individualize this to their own organizations and the people they interact with. Participants will leave with a better understanding of how they communicate and work and how their interactions influence what happens on all levels of an organization.

Presented by: Amanda Gryzkewicz

Amanda Gryzkewicz is the program manager for a national language and literacy nonprofit called Jumpstart. She concentrates on workforce development with early education teachers and provides ongoing training and support in the classroom. She holds a bachelor's degree in elementary education from DePaul University and is currently completing a master's degree in public service management from DePaul University and an early childhood education degree from NAU. In addition to Jumpstart, Amanda is developing a nonprofit focused on math education in the preschool grades.

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Desert Sky

Ditch Excel: Why Effective Marketing Requires a More Sophisticated Database ()

This presentation will cover the most important steps an organizations should take before migrating from a new database. This session will apply whether you are coming from Excel or a more robust solution, and whether you are looking at a fundraising or program management database. The successful outcome of a project is often traced directly to the careful consideration of project dynamics and its processes prior the beginning of the project. Come evaluate yourself against our readiness checklist and make sure the change you are making will be sustainable.

Presented by: John Couleur

John Couleur

John’s core strength is consulting, mainly around making sense of organizational systems and provide pragmatic recommendations to streamline an organization’s system infrastructure.  In his current position at Sputnik Moment, John’s experience ranges from fundraising and communication systems to inventory management and case management system architecture. Prior to joining Sputnik Moment, John’s career included being the COO of an IT services firm, executive director of Social venture Partners AZ, and consulting with a Digital/Marketing media firm.

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Flagstone

Conscious Capitalism and the Nonprofit Sector: Collaborative, Sustainable Enterprise ()

This workshop will focus on the sustainable financial rewards of developing a social enterprise with a company committed to conscious capitalism. We’ll explore the various business models that can support nonprofit organizations, social enterprise at its best, and wrap our arms around “work for good” models such as Conscious Capitalism. Attendees will learn how to break the traditional cycle of charitable fundraising and develop sustainable models of revenue available through for-profit models focused on impact.

We’ll explore local social enterprise ventures, Conscious Capitalism and its benefits, and firms of endearment—all while discovering the nuts and bolts of implementing social impact models. Attendees will leave with a broader understanding of Conscious Capitalism here in Phoenix, and a road map for implementing sustainable ventures in Arizona and nationally. Workshop and 25-minute panel discussion with local leaders: Steve Capobres, VP Business Development, Catholic Charities Community Services; Ellis Carter, President, Caritas Law Group; Kate Thoene, Social Enterprise Director, SARRC; Sarah McCraren, Principal, Unity Station, Conscious Capitalism Ambassador; Kristiana Fox, Consultant, Think Outside the Box, LLC, Conscious Capitalism Ambassador.

Presented by: Susan Kavanaugh

Described as a powerhouse marketing and fundraising professional with years of award-winning communications’ programs, Susan’s emphasis on branding, integrated communications and strategic planning generates high demand for KavCom services. She personally has served more than eight regional nonprofits by providing leadership, fundraising and consulting. 

She maintains expert skills in social media and online marketing. Susan is a certified life and business coach, pastoral counselor, ordained minister, and nationally-acclaimed public speaker. A former television news anchor and newspaper reporter, she successfully navigates the realm of public relations for clients.

Susan is also a non-profit business developer with 30+ years of fundraising and a highly successful history of obtaining government as well as foundation grants and corporate sponsorships. Minor and major gift solicitation and execution of special events are additional areas of success. 

Founder of “Prayer in Practice,” Radio for Peace International program in Costa Rica and co-founder of PeaceLinks™, community conversations on peace based on Barbara Marx Hubbard’s synergistic convergence model, Susan’s aim is to guide people to a path of conscious living.

An active member of the Arizona Chapter of Conscious Capitalism, Kavanaugh brings human resource insight to companies hoping to replicate the “Firms of Endearment” model.

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Horseshoe

You Can't Do It Alone: Mapping Strategy Onto Human Capital ()

So you have a strategic plan or organizational roadmap, but are your people prepared to deliver on it?  Are you as strategic about your human assets as you are your budget and resource distributions in ensuring your organization's sustainability?

In this hands-on, learn-today-and-implement-tomorrow session, participants will learn how to break down their strategic plans, organizational goals, or operating plans into key talent competencies that can be mapped onto their human assets.

Participants will engage with a take-home tool and process that will identify their current human capital strengths and gaps, revealing opportunities for using talent development/growth plans and/or collaboration to ensure they have the right people in the right roles with the skills needed to realize their organizational/team vision.

Presented by: Dr. Meghan Kenney Velasquez and Cassie Breecher

Dr. Meghan Kenney Velasquez | Improvement Assurance Group

Passionate about increasing social outcomes through leadership development and organizational excellence, Dr. Meghan Kenney Velasquez has focused her career on driving improvement and innovation in public education, private sector firms, and non-profit agencies.  A certified Lean practitioner with expertise in organizational strategy, leadership development, social sector continuous improvement, and data-driven decision-making, she takes a balanced approach to improvement by focusing on both people and systems.  Informed by more than a decade of experience leading major reform work, Dr. Velasquez knows that by positioning leaders as Chief System Engineers, results take center stage and teams are empowered to move the needle on critical measures and metrics.

Cassie Breecher | Managing Partner, Beyond Strategy Consulting Group

Cassie Breecher has spent the past 14 years helping organizations and teams move from vision to action through process improvement, people development, and systems change work. Guided by curiosity, authenticity, and candor, Cassie has supported companies, boards, schools, non-profits, and advocacy organizations in producing measurable outcomes through strategy development, values-based leadership coaching, and organizational design. She believes that it's at the intersection of people and strategy where results are best achieved.

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Coyote

Better Boards and Better Board Members ()

The research is clear: one of the more confounding challenges for nonprofit leaders is finding the right board members and ensuring that they work effectively as a board to advance the organization’s mission. Is there any way to improve our recruitment strategies? Are there magic pills to get board members to do what we want them to do? How can we be sure that every member is in the right seat on the bus? In this session, you will learn how to apply strength-based tools and resources to 1) identifying the ideal characteristics of your next board member, 2) evaluating prospective candidates, and 3) engaging board members in the best possible roles they can play in your organization. Participants will take with them specific tools they can use and new insights into board development strategy. This session is designed for leaders within nonprofits, including the chief executive, board members, and anyone else in the organization who works closely with the board.

The workshop begins with a brief survey of participants, asking about their experiences with board recruitment and engagement. After introducing the topic, the facilitator will invite participants to share their experiences in small groups, then take shout outs from the entire group. The facilitator will document on a flip chart the key ideas uncovered in the small group discussions. He will demonstrate how each of those ideas can be addressed with the tools to be shared. Then he walks through 1) a methodology of identifying characteristics for prospective board members, 2) three tools to help nonprofit leaders evaluate prospective candidates relative to those characteristics, and 3) ten tips to ensure the greatest possible engagement of board members once they join. The tools used in this session are Emergenetics, Strengths Finder, and Enneagram.

Presented by: Patrick McWhortor

Patrick McWhortor is the founder of Lead for Change, dedicated to challenging leaders to realize their greatest potential. A long-time change agent, Patrick has been involved with Arizona nonprofits for many years. In his consulting practice, he has helped nonprofits with board development, strategic planning, advocacy, staff development, leadership coaching, and interim leadership. Patrick has a deep background in the nonprofit community, serving as President and CEO of the Alliance of Arizona Nonprofits for ten years, founding NPower Arizona, working at Data Network for Human Services, and serving on many nonprofit boards of directors. He is past Chair of the Board of the National Council of Nonprofits and currently a board leader at Arizona Town Hall and Herberger Theatre. Patrick teaches nonprofit, public policy and political science courses at ASU and Maricopa Community Colleges. He earned degrees in political science and public administration at ASU.

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Sonoran Ballroom

Master Your Circus ()

You’ve probably heard the expression “Not my circus. Not my monkeys.” But what do you do when it is your circus and they are your monkeys? Are you asking an acrobat to step into the lion cage? What about sending a clown to walk the tightrope?  

Time and energy are our most valuable resources, and too often we throw them away on tasks and projects that leave us feeling depleted. Studies show that people who focus on using their strengths are three times as likely to report having an excellent quality of life and are SIX times as likely to be engaged in their jobs, yet our culture remains focused on “fixing” weaknesses. What will happen when we focus instead on what is “right” with people?

By appreciating your own talents, as well as the talents of your team, you can build engagement, efficiency, and esprit de corps. This highly interactive (and entertaining!) workshop will help you learn to identify your inherent strengths to become a more masterful, confident, and effective leader, as well as how to recognize the strengths of those you work with to improve both productivity and profitability.

Presented by: Hanna Miller

Hanna Miller brings 20 years of experience in the thrilling entertainment world to bear on problems of all shapes and sizes. Her decade of performing on horseback in one of Orlando, Florida’s premier attractions laid a foundation of showmanship, adaptability, and teamwork that influences everthing she does.  Another decade of managing horse trainers, acrobats, lion tamers, accountants, and everything in between taught Hanna how to identify the underlying problem of any situation. She is a Gallup®-Certified Strengths Coach and holds certifications in Transformative Mediation and Circles Facilitation and is a member of the International Coaching Federation pursuing a Graduate Certificate in Executive and Professional Coaching. Hanna lives in Tucson, Arizona with her college-sweetheart-turned-wife.

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Desert Sky

Video Marketing On Facebook: Explode Your Engagement ()

The 3 Statistics You Need To Know To Explode Your Nonprofit Reach On Facebook:

  1. Video organically out reaches photo posts by 135%
  2. Facebook LIVE videos are watched 3x longer than regular videos
  3. 100 MILLION hours of video is watched on Facebook EVERY DAY!

If you've read this far and aren't a little bit panicked that you haven't been utilizing video more on your Facebook nonprofit page, this workshop IS NOT for you.

Designed specifically for nonprofits this workshop will not only cover the basics HOW, WHEN, WHY and WHAT you should be using video for on your nonprofit page, but how to leverage video as a powerful tool in your social media marketing and paid advertising strategies.

We'll be powering through the following:

  • How to get the most organic reach with your videos
  • How to edit and optimize your videos once they are uploaded
  • How to set up your Facebook LIVE videos to get the most reach
  • The important steps to take AFTER you ""Go LIVE"" on Facebook
  • Video CTA's, what is it you want viewers to do?
  • How to maximize video as a tool to grow your fans, engage your audience, and reach new fans
  • What to do with all the information Facebook gives you about your video viewers- we'll walk step by step through all the data you have access to AND what to to do with it

Get ready to learn how to maximize your nonprofit Facebook page with video to start engaging your fans, grow your organic reach, and start generating volunteers and donors with the tools and information available to you through video on Facebook.

Presented by: Melanie Moscicki

For almost three years now I've worked with local businesses in creating and executing unique marketing strategies. I began teaching those same techniques and strategies through workshops to entrepreneurs, small business owners, and nonprofits while volunteering my time and funds to local Nonprofits running their Facebook paid ad campaigns. Through volunteering I was offered the position of Director of Development with House of Refuge this past May and continue to offer training through Social Manna (my company) to those. who are under staffed, overwhelmed, and just need a little help maximizing their Facebook marketing efforts and advertising budget.

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Arizona

Disruptive Thinking: Recruiting in the New Economy ()

Explore HR Challenges in a new economy. The top issues this presentation will address related to recruitment:

  • A growing number of retirees in non profit
  • Pressure to reduce costs in support of the mission
  • Internal resource constraints / Solutions 
  • The pool of strong talent is shrinking / Unaware of market landscape

Learning Objectives: At the end of the session attendees with know...

  • Understand the recruitment solutions in the market supporting non profit
  • Understand the gaps occurring in existing recruiting process 
  • Understand the value of a research-based model in a new economy
  • Understand the value of pipelining talent for difficult roles
Presented by: Georgia Musgrave and Kathleen Duffy

Georgia Musgrave | Vice President Strategic Initiatives  | Duffy Group Inc. 

Georgia Musgrave currently works for Duffy Group, Inc. as Vice President of Strategic Initiatives and leverages her expertise in Higher Education and the Non-Profit Sector.  She has been highly success conducting high level searches for various roles in the private and public sector. 

Previously, her career was devoted to serving students and the Arizona State University community in key leadership roles. From 2010 to 2014 she served as assistant dean for graduate programs at the W. P. Carey School of Business. There she focused on the day-to-day business operations of the school’s MBA and specialized master’s programs, many of which are ranked top 30 in the nation by U.S. News & World Report.

Georgia's expertise centers on management solutions and operational optimization. She has successfully assembled teams, managed budget constraints, and improved student and employee relations through effective evaluation of program initiatives, services and employee performance. Her efforts to recruit, employ and retain highly qualified employees have improved the university’s ability to sustain excellent student outcomes.

Kathleen Duffy | Founder & President | Duffy Group Inc.

Kathleen Duffy Ybarra is founder and president of Duffy Group, Inc., a global recruitment firm. Ranked as Phoenix’s third-largest executive search firm, Duffy Group’s innovative business model is responding to clients looking for a recruiting resource that is scalable and cost effective.

Kathleen holds leadership positions on several boards, including ASU Board of Trustees and Leadership Counsel, IMSA International Executive Search and Kappa Delta Advisory Board. She is Past Board Chair for the ASU Alumni Association and previously served on the HR committee for Southwest Autism Research and Resource Center, and as National District Coordinator for the National Charity League. Committed to community and professional service, Kathleen was awarded Phoenix Panhellenic Woman of the Year and the Al O’Connor Lifetime Achievement Award. Kathleen is a founding member of the Arizona Human Resource Executive Forum.

Kathleen earned a bachelor's degree in communications from Arizona State University and is a proud Sun Devil.

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Coyote

Using Data Analytics to Drive Mission & Outcomes: A Case Study ()

While most agencies have processes in place to collect and report data to funders, foundations and donors, very few nonprofits use their data as a strategic asset to improve their program efficacy and to increase their value proposition to stakeholders (where quality is a function of quality and cost).  Agencies of all sizes often lack the capital, time or talent resources required to implement an organization-wide analytics program that harnesses the power of data to increase social impact. However, as this workshop will demonstrate, combining a “scalable” implementation methodology with tools familiar to all staff (e.g. Excel, SharePoint, etc.), any organization can execute a data analytics project. Using a “lean strategy” of implementation, a pilot analytics program can be launched and replicated, thereby fostering the adoption of a “data-driven” culture over time.  The session will not only include the practical theory of developing and implementing a pilot program, it will also provide a real-life example as experienced by Catholic Charities Community Services, Inc. in Phoenix, Arizona.  We will discuss the challenges encountered in the process (cultural, technical, relational, etc.) as well the actions taken to move past those challenges.  The program will conclude with providing examples of how the analytics project has been able to improve program quality, decrease program expenses, and increase the value proposition to our stakeholders.  This workshop is intended for executive, financial and program management as well as board members who want to quantify, measure and increase the impact of their agency’s mission.  The information provided in this workshop is relevant to organizations of all sizes and program complexities.

LEARNING OBJECTIVES:

  1. Have a better understanding of the importance of using their data as a strategic asset to drive decisions;
  2. Be prepared to execute a small-scale analytics project using a tested model for planning and implementation; 
  3. Be aware of the potential challenges facing any analytics project and the corresponding remedies to overcome them.
Presented by: David Paddison

Dave Paddison has been a nonprofit executive for more than fifteen years (twelve of which have been with Catholic Charities agencies). Over his career, Dave has served primarily in key finance and technology roles, leading several departmental and organizational restructure projects focusing on utilizing performance metrics to drive financial and program impact.  His passion is encouraging the implementation and adoption of "data-driven" cultures in the nonprofit industry and the proliferation of data analytics tools (data visualization, dashboards, scorecards, predictive models, etc.)  to increase the collective impact of nonprofit organizations, particularly in the human services sector.

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Flagstone

Upending the Nonprofit Business Model: The Essential Keys to Turnaround and Transformation ()

The successful and sustainable organizations of the future are those whose cultures and capital will be organized for flexibility, adaptability and innovation. The conventional nonprofit business model is limited, if not ill-suited, to effectively fulfill these attributes.

Given these premises, the twofold aim of this workshop is to engage participants in a critical examination of the conventional nonprofit business model ~ its strengths and the deficiencies that place organizations at risk and limit their potential ~ and to provide a practical and actionable framework for repositioning nonprofits for increased relevance, impact, and viability.

To these ends, we will present an integrated model for innovative organizational development that

  • defines the critical linkages between program design, human capital, technology, financing, and governance
  • introduces creative disruption and catalytic innovation as key strategies in driving change, and
  • delineates the essential readiness criteria for turnaround and transformation. 

We will use case examples from discrete fields of service (behavioral health, education, and the arts) and provide a set of tools that participants can apply for the repositioning of their organizations.

Presented by: Herbert Paine

Herb Paine is President of Paine Consulting Services, now in its 29th year of operation, specializing in organizational development, strategic planning, turnaround management, mergers and governance. 

His clientele has included a broad range of community-based organizations in the areas of behavioral health, children’s services, domestic violence, homelessness, disabilities, neighborhood development, education, and arts and culture. He is known as the go-to consultant for at-risk organizations and has successfully managed the turnaround and recovery of a diverse array of public- and private-sector enterprises.

Herb has also advised local governments in the restructuring and redesign of their service delivery systems and guided domestic and multi-national corporations in rethinking their strategies for social responsibility and community involvement.

Prior to establishing his consulting practice, Herb capped a thirteen-year career with United Way as Executive Director of United Way of California and was the principal advocate for the nonprofit sector in the State Capitol.

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Joshua Tree

The New Language of Fundraising: 4 Magic Words That Translate Into More Money ()

It's time to change the conversation, disrupt traditional thinking and raise more money!  You need to raise dollars to fund your mission and yet the #1 complaint among Executive Directors is that boards don’t fully engage in fundraising.  If you want to strengthen your culture of philanthropy, a new approach is required.  

Regardless of the changes your nonprofit is facing, you need a strong board that’s fully committed to development.  Let’s focus on how to get them more comfortable and transform your passive volunteers into passionate partners who raise awareness and funds for your organization!  Based on a proven success formula that begins with mindset, you won’t “ask for money” again after this session.  And you’ll create a simple board engagement plan you can execute right away based on these things you learn:

  1. How to adopt a new way of thinking about working in partnership with volunteers to achieve goals faster
  2. How to use 4 different words to overcome volunteers' most common objections to fundraising
  3. How to leverage the cycle of philanthropy so board members can plug into specific tactics that work for them and eliminate your stress!
  4. Expand the fundraising team with eager ambassadors ready to crusade for your cause.

Presented by: Cindi Phallen

Cindi Phallen is an author, educator, speaker, consultant and the President of Create Possibility.  She is a fierce advocate for nonprofit leaders so they move from intention to execution and reach their goals faster.   With 18 years’ experience as a nonprofit ED with Y’s around the country, she provides strategy consulting, speaking services, and retreat facilitation on topics related to board development, fundraising and strategic planning.   As a master facilitator, national trainer and speaker, she is an expert at group dynamics, asking the tough questions and achieving session objectives. 

Her popular book “The Impact Triangle,” was released to early praise and is recommended as mandatory reading for Executive Directors and board members.  Cindi also writes a bi-weekly blog on key nonprofit issues and regularly guest blogs for others.  Cindi is a fundraising instructor in the University of San Diego’s Nonprofit Management Certificate program.  She also serves on the Advisory Board of NonprofitPRO.

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Horseshoe

Continuous Improvement Calls for Disruption and the F Word ()

As we note the National Council of Nonprofits definition that capacity building is a continuous improvement strategy toward the creation of a sustainable and effective organization, we present strategies that may be considered disruptions to current organizational practices and thinking, and offer innovative ideas to achieve desired outcomes. 

We will demonstrate that disturbances to the status quo not only build capacity, they also mitigate negative effects of external disruptions to our sector. We will  frame our presentation and small group discussions with non-profit professionals and colleagues in the field with the following F concepts:

  1. FIRING Your Donor - letting high maintenance donors go because of their low ROI (Participants will understand how to calculate ROI of various donor types and receive specific talking points to navigate crucial conversations that promote a culture of accountability.)
  2. FUNDRAISING Blindspots - recognizing that grants are a piece of the pie, but you've got to cultivate other efforts or you'll starve (Participants will explore the entire Development suite of fundraising products and sources of funds, and walk away with tangible tools to create sustainable goals, a healthy mix of revenue, and a plan to achieve them.)
  3. FRINGE Engagement - knowing the usual suspects that engage in your work makes sense, and if you draw from the same well too often it will dry up. In order to achieve sustainability, your must reach the non-engaged - including from within your own organization - to support your cause (Participants will understand how to listen for people's ""why"" and create buy-in from varied stakeholder groups through participation in win:win situations.)
Presented by: Jarrett Ransom, Jacquelyn Ahrenberg and Julia Estrada

Jarrett Ransom

Jarrett started The Rayvan Group in 2009 and brings more than 15 years of experience with international, national and local organizations, including Girls Golf of Phoenix, Habitat for Humanity, the Paraiso Project and St. Mary's Food Bank. She has successfully managed development and communications functions for more than 10 campaigns with a combined goal totaling $6 million. 

She is passionate about creating community, empowering others to see and exceed their full potential, and crafting compelling stories in support of mission-driven organizations. 

Jarrett holds an MBA in business from the University of Phoenix and Certificate of Grant Writing from The Grantsmanship Center Institute.  Awards include Greater Phoenix Athena Nominee, AmAZing Women of Arizona recipient and the Global Women's Summit Leadership Award.

Jacquelyn Ahrenberg

Jacque joined The Rayvan Group in December 2015 and brings 14 years of experience and training in nonprofit development and organizational management. Working as the sole fundraiser and writer for small nonprofits such as the Phoenix Theatre, Florence Immigrant & Refugee Rights Project, Native American Community Center, YWCA Metro Phoenix and ICM Food & Clothing Bank, she planned and implemented capital campaigns, major and planned gift initiatives, special events, annual giving and direct mail programs, as well as managing all aspects of corporate and foundation fundraising. Jacque has helped over 5 organizations raise over $9.5 million. She holds a BS in Political Science and Nonprofit Management from Arizona State University and a CFRE (Certified Fund Raising Executive) from CFRE International, the global standard for the fundraising profession. She has also served as president of the Association of Fundraising Professionals-Greater Arizona Chapter.

Julia Estrada

Julia joins The Rayvan Group with 20 years of experience supporting education and the nonprofit sector. She combines her passion for community engagement and organizational impact with proven outcomes in grant-making, programmatic design and project & volunteer management. She has co-facilitated local, state and national initiatives to improve client conditions, program quality and continuous improvement by incorporating data and strategic problem-solving. Julia’s experience in the nonprofit sector comes from tenures at Fiesta Bowl, Junior Achievement of Arizona and Valley of the Sun United Way where she acquired fundraising, strategic planning and governance skills and expertise. Julia holds a BA in Journalism from Colorado State University and certificates in Developing Managerial Effectiveness and Project Management from Penn State Smeal College of Business and University of Phoenix respectively. She is a proud graduate of the American Express Leadership Academy at the ASU Lodestar Center and the Hispanic Leadership Institute.

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Arizona

The Dynamic Duo: Building Communication and Trust between the CEO and the #2 ()

The success and effectiveness of an organization can be incredibly enhanced when the CEO/Executive Director and the #2* on the senior staff are really on the same page.  This workshop will help deepen the relationship thru understanding differing working styles and having a practical application on real-life current issues including an action plan.

The session will use the MBTI temperament assessment tool to confirm individual styles.  If the participant does not know their MBTI code, they can go to 16personalities.com and get a free assessment.

Most of the session will be focused on using the strengths of each style in the partnership to solve current organizational issues.

*The #2 does not need to have a title like COO.  This is someone regularly designate as acting Executive Director in the E.D. absence.

Presented by: Amari Romero-Thomas

Amari Romero-Thomas is the Principal Consultant and Executive/Soul Coach at Mosaic Consulting and Coaching.  The purpose of Mosaic is to assist organizations and individuals “put all the right pieces” together in service to their personal or organizational mission. Amari consults on executive, leadership and organizational development, strategic visioning and planning, and her coaching work specializes in life transitions such as retirement, new role and personal effectiveness.  

Amari’s warm and effective style allows her to build rapport easily and quickly with all levels of employees.  This is essential in working with groups and on issues of culture and re-alignment.  She brings her years of business, consulting and coaching experience to bear on issues in a thoughtful and practical way.

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Desert Sky

Seriously Effective Volunteer Engagement ()

Arizona organizations that engage volunteers are invited to learn more about The Arizona Service Enterprise Initiative. Webinar sign-up information is below. A Service Enterprise is defined as an organization that fundamentally leverages volunteers and their skills across all levels of the organization to successfully deliver on its social mission. The Service Enterprise Initiative (SEI)  is a holistic change management process that helps organizations transform and maximize the way they engage human talent. By working toward this type of excellence in community engagement and through earning the Service Enterprise certification with Points of Light, organizations  better position themselves to leverage the time and skills of volunteers, to expand program operations and revenues, realize higher programmatic impact, generate more operational efficiencies and better achieve their social missions.

Presented by: Bob Shogren

Bob currently works in the Governor’s Office of Youth, Faith and Family, serving as the AmeriCorps Director.  Bob has also served on the national board of America’s Service Commissions, chairing the Membership Committee.  He also currently serves on the the Arizona Statewide Citizen Corps Council and as the State Manager for the ASPIRE Project (US Dept of Education funded study).

His past experience includes 20 years with the Mammoth-San Manuel Schools, as an eighth grade teacher and then as the Director of the Community Schools programs.  During that time, he also served on the board of several nonprofits that addressed: youth leadership and positive youth development, behavioral health, community health, food security, and drug abuse prevention. 

Bob is the Charter President of the Casa Grande Daybreak Rotary Club, has serves Rotary District 5500 as the Visioning Facilitation Chair, leading strategic thinking events for Rotary Clubs across Southern Arizona.

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Coyote

Building a Sustainable Donor Portfolio That Will Survive Disruption and Change ()

Truth time... can you step away from your current role in fund development and know, without a doubt,  your donor portfolio will survive without you? We're willing to bet you can't. And despite your best intentions, the 17 plus Excel documents with names of donors, files of handwritten notes, post-its included, about the endless coffee meetings, and your steel-trap mind haven't gotten you any closer to creating a system that will outlive your tenure--right? Don't worry we've been there. We've also been the new development officer on the block tasked with parsing through all the leftover stuff.

So, what do you do? You create a donor portfolio that will survive disruption and change. Our workshop will provide you with the five steps you, and your organization, should follow and act on to create a sustainable donor portfolio that ensures your organization’s financial champions stay connected to your incredible work.

Individuals will learn to:

  • Identify revenue goals and possible gaps in funding
  • Create a donor portfolio template 
  • Develop or identify space in the portfolio for deeper understanding of their donors
  • Operational-ize their portfolio and turn it into action
  • Iterate on their new portfolio management system

Attendees with walk away with a greater understanding of donor management and systems building. While we can't promise you'll raise more money-- you will be more confident in your revenue goals and forecasting. And bonus... you'll know where each donor falls in their stewardship plan. We're helping you build a road-map that will survive some pretty big potholes and detours!

Presented by: McKenzie Simmons and Alycia Elfstrom

McKenzie Simmons | Cancer Support Community Arizona | Girl Scouts, Arizona Cactus-Pine Council

McKenzie Simmons has 8 years of fundraising, communications, and marketing experience with a variety of local non-profits including: Cancer Support Community Arizona, Esperanca, and the Girl Scouts--Arizona Cactus-Pine Council. She holds a Bachelor of Science in Corporate Communication and was a member of the AMEX Leadership Academy Class VIII. McKenzie has a passion for mission-focused fundraising and development-- her blend of heart and strategy provides a unique industry perspective.

Alycia Elfstrom | Manager of Advancement | Girl Scouts, Arizona Cactus-Pine Council

Alycia Elfstrom has 7 years of fundraising, communications, and public relations experience with a variety of cross-sector organizations including: the Girl Scouts--Arizona Cactus-Pine Council, the Peace Corps, Arizona Real Estate Investors Association and Mosaic in Arizona. She holds a Bachelor of Arts in Political Science, was a member of Class VIII of the American Express Leadership Academy at the ASU Lodestar Center. She recently completed a Master of Arts in Social Impact. Alycia has a deep love for donors and their stories-- her interest is in creating mission connection between donors, organizational programs, and development teams.

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Boulder

It's All About Relationships: 10 Strategies to Cultivate Donors ()

This workshop will offer practical, hands-on ideas for building relationships with your donors and supporters. Participants will come away with 10 strategies/ideas that they can use to develop or enhance their donor cultivation and stewardship program starting today. We'll also touch on the reasons why cultivation is not only important, but crucial, to growing your long-term fundraising success.

Presented by: Jennifer Tersigni, MA, CFRE

Jennifer Tersigni is the principal and lead consultant at Raise the Bar Consulting, specializing comprehensive fundraising, organizational development and interim executive solutions uniquely designed for nonprofit organizations, entrepreneurs and public agencies. Jennifer has raised more than $60 million and assisted more than seventy organizations to stabilize, grow and flourish. Her introduction to fundraising began in the Office of the Social Secretary at The White House, where she implemented political and social events for the President and First Lady of the United States. A recipient of Tucson’s 40 Under 40 and a Rotary International GSE alumnus, Jennifer is a member of the Association of Fundraising Professionals and is a Certified Fund Raising Executive (CFRE). Jennifer has lived, traveled and worked in more than thirty countries on four continents, and always looks forward to life’s next great adventure.

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Boulder

A New Approach to the Board’s Biggest Job: Managing Founder & Long-Term CEO Succession ()

No theme rises higher on Bridgespan surveys of nonprofits’ organizational needs than succession planning, and nowhere is it trickier than with founders and long-term CEOs. Yet it’s an area with historically little hard data to guide boards, especially when it comes to founder and long-term CEO transitions. The results, based on I-990 analysis, extensive polling and interviews in collaboration with Guidestar and Board Source, took us beyond the myth of the clean break.  Indeed, under the right conditions, organizations benefit when founders stay on in some role.  Results were especially strong in combination with an internal successor, and there are concrete steps boards can take years before a transition to lay the groundwork for success.

The workshop will present a snapshot of findings and facilitate a discussion and Q&A with a long-term CEO and his/her successor. After this discussion, there will be facilitated table talks around participants’ own succession planning needs, with worksheets for reflection and experience sharing.

Presented by: Katie Smith Milway, Denise Ensdorff, Tom Knox and Fred Chaffee

Katie Smith Milway is a partner in Bridgespan Group’s Boston office and head of the firm's Knowledge Unit. She leads the organization’s research and publishing operations, working with Bridgespan teams to identify themes, shape projects that advance them, and chart paths to influence across a variety of tools and media. She brings to the job a background in journalism, nonprofit management, and strategy consulting. As an affiliate of Bridgespan’s global development practice, she has advised NGOs, multilaterals and social entrepreneurs on organizational effectiveness and strategy. Read complete bio here.

Denise Ensdorff is the CEO of the Arizona's Children Assocation, Tom Knox is a former board chair of the association and Fred Chaffee is its former CEO.

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Sonoran Ballroom

Strengthening Organizations thru the Strategic Engagement of Women Donors ()

Women today are making, inheriting and overseeing more money than ever before; an engagement strategy that recognizes the rising influence of women is key to attracting new donors and building longer-term donor relationships.

This workshop will offer insight and information on the emerging niche of women's philanthropy for non-profits of all sizes.  Attendees can expect to walk away with:

  • A greater acknowledgement and understanding of women as a powerful donor source for change in the future
  • Research and statistics related to women and their philanthropic giving and how to use this data to assess their own development goals
  • How to recognize and support the nuances and methods of female donors and ways to integrate these differences into strategies that will offer greater appeal and engagement of women, now and in the future. 

The workshop will provide methods for development staff and executives that can be used for immediate impact and sustainable relationships and do not necessarily require an increase in staffing or budgets.

Presented by: Michele Rebeor

Michele Rebeor, strategic owner of Michele M Rebeor Consulting, LLC, has served Arizona’s non-profit and fundraising sector for more than 25 years including positions at the John C. Lincoln Health Foundation, United Blood Services and the ASU Foundation. She has managed an array of community engagement, employee giving and philanthropic programs, consistently bringing participation and contributions to new heights. Her thoughtful and dynamic approach to maximizing donor relationships, attention to detail and commitment to ensuring the best outcomes possible for all involved has earned her a highly respected and valued reputation within the community. 

Before starting her own consulting business in 2016, she spent 10 years as AVP for Arizona State University Foundation’s, Women & Philanthropy. A young program with few precedents when she started, Michele created innovative and strategic opportunities for female donors that inspired a significant growth of individual contributions to ASU despite the changing economic environment.

Under her leadership the Women & Philanthropy (W&P) program:

  • Grew by more than 33% reaching a high of 264 women donors (despite the years of economic downturn)
  • Experienced a 206% increase in overall contributions to ASU by W&P donors totaling more than $203 million
  • Validated the program’s role in building long-term, quality relationships attributing more than $430 million in lifetime contributions to ASU by W&P investors
  • Heightened the impact of the W&P Annual Grants with an 80% increase in fund contributions leading to $2.9 million in grants for 76 ASU initiatives in the program’s first 12 years
  • Increased the W&P investor retention rate from 1.9 to 5.2 years of consecutive engagement
  • Generated more than 220 NEW donors for ASU through the W&P program
  • Has now become a renowned pathway for female community leaders to make a meaningful financial and intellectual impact on the future of higher education

Michele’s decade of leadership at ASU centered on the emerging role of women in philanthropy where she demonstrated a rare and authentic proficiency in the growing trend of female focused strategies. Inspired by the women donors and their sincere desire for a compelling philanthropic impact, she launched her own consulting agency with a unique mission… offer education and strategies to effectively engage women through their philanthropy. Her first-hand experience with female donors of varying ages and financial capacities has armed Michele with unique insights and an expertise that will help organizations, of all sizes and budgets, strengthen their ability to maximize donor relationships for long term sustainability, improve donor retention and ultimately increase philanthropic support.

Originally from Upstate New York, Michele has lived in Arizona since 1988, is as Ironman triathlete, competitive rower and avid animal lover. She, her boyfriend and their dog Bella love to camp, experience the outdoors and travel the world.

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Boulder

Inspirational Leadership in a Changing World ()

Inspirational Leadership Defined

  • How do you define a leader who inspires?
  • Examples of leaders who inspire

Leadership-Efficiency and Effectiveness

  • Inspirational leaders can articulate the vision
  • Inspirational leaders can be trusted
  • Inspirational leaders have the best interest of the team at heart
  • Titles don’t matter

Who is your mentor?

What are your values?

Managing positive change

The importance of Gratitude

  • Serving Community
  • Teaching philanthropy

Art of Communication

  • Steve Kerr Story

Character traits and habits

  • Industriousness, Loyalty, Enthusiasm, Grit, Collaboration, Coachability, Optimistic, Integrity, Accountability, Competitor

Responsibilities and Risks of Team Leadership

Presented by: Scott Thompson

Recognized as one of the nation’s leaders in philanthropic coaching and training, Scott Thompson serves as a speaker/trainer/advisor to community nonprofits, higher education, healthcare foundations, and private industry. Scott served as a D-I College basketball coach or development leader at some of the finest institutions in the country including Arizona, Notre Dame, UCLA, Florida, Iowa, Wichita State, Rice, and Cornell. During this time, Scott has worked alongside some of the top professors, researchers, coaches, and executives in the world. After surviving a battle with cancer in 2000, Scott assembled philanthropic teams that raised millions of dollars for various institutions and causes. 

Because of these experiences, Scott brings a unique perspective which he shares in his workshops and presentations. As an executive and performance coach, Scott focuses on efficient, effective techniques for building leadership and character traits to foster effective and successful performance outcomes. Presently the President of Legend Leadership Group, Scott travels the United States to serve alongside people making a positive and transformational impact on our world.

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Horseshoe

OUCH! Avoiding the Headlines and Viral News That Hurt ()

"Couple Withdraws $3 Million Gift," "Doctors Protest Move to Name Building," "Trust in Charities at Record Low after Scandals."

Let’s face it. Front-page headlines and viral frenzies often feature bad (if not inflammatory) news because that’s what sells. You don’t want your nonprofit to be named in one of those but neither do you want to be paralyzed by fear. In this seminar we will review some common mistakes that get charities in trouble, offer guidelines and tools that will keep your charity out of the wrong headlines and out of trouble with your boss, board or the law.

Utilizing case studies, personal examples and tools available in the industry, you will learn what needs to be done in your organization to avoid bad headlines, but also to enthusiastically accept gifts and deal with ethical dilemmas.

Some topics covered: Privacy, incentive compensation, conflicts of interest, “tainted money.” Rubrics for thinking ethically about fundraising issues will be provided and reviewed along with the Donor Bill of Rights and the Code Ethical Principles and Standards that have been adopted by several fundraising professional organizations.

Presented by: Sandra Searle and Keith Kerber

Sandra Searle, CFRE 

Sandra is recognized as a leader in the nonprofit and fundraising arenas. She is currently a Director at the Barrow Neurological Foundation and has been a professional fundraiser in the Phoenix area for more than 20 years.  Prior positions include Chief Philanthropy Officer at St. Mary’s Food Bank Alliance, Capital Campaign director at A New Leaf and Major Gift Officer at the American Cancer Society, Sojourner Center and Arizona Clean and Beautiful. 

Sandra was honored as the 2010 Outstanding Fundraising Executive of the Year by the Greater Arizona Association of Fundraising Professionals (AFP) Chapter and is designated a Master Trainer by AFP International.

A recipient of numerous personal and professional accolades, she is most proud of being her eighth grade spelling bee champion and has the trophy to prove it! As an Arizona native and graduate of the University of Arizona, Sandra enjoys traveling throughout the state with her husband and dogs. In her spare time she keeps family and friends fully stocked with heirloom vegetables from her organic salsa garden. This last endeavor has become more difficult since her llama, Tallulah Olive, discovered a taste for the leaves of tomato and pepper plants!

Keith C. Kerber, CFRE

Keith's fundraising career may have begun at UCLA when he provided Mother's Day telephone singing telegrams for undergrads' mothers who made a donation to a student internship program. Later, while completing theological studies at Princeton Theological Seminary, he convinced renowned Biblical scholars to give dinners and fly fishing trips for a charity auction.

While serving as a Presbyterian minister for six years, he raised funds by flipping pancakes for Fat Tuesday suppers and via the “pray and pass the plate” method. As a father of three, he has coached kids on selling Girl Scout cookies, baked for bake sales, and much more. He began his professional fundraising career by managing annual giving at Thunderbird School of Global Management. His innovative and fun nature even led to creating a rap music video as part of a phone-a-thon.

Keith does take the profession seriously and serves on the local board of the Association of Fundraising Professionals. He is excited to assist donors in developing and accomplishing their philanthropic goals in order to impact our community. Most recently he has done this through major gift and corporate fundraising for medical care, education and research at St. Joseph’s and Barrow Neurological Foundations.

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Flagstone

Building Corporate Relationships from Zero to Hero ()

Learn the process for creating and cultivating corporate relationships from scratch. Sure, we would all love a warm introduction from a board member to the biggest and most generous companies, but in reality, development professionals often need to create new relationships out of thin air. This workshop will provide actionable steps from when your board or CEO says, Why don't we get money from Company X? to you reaching out, building a relationship and securing a partnership. Attendees will learn how to prospect companies, make initial contact, build a relationship, develop a strategy and secure a partnership. Warning: There will be no magic bullet techniques to getting a big check tomorrow.

Presented by: David Reno

David Reno has 15 years experience in sales and marketing from the for-profit and non-profit sectors. He has experience door-to-door cold calling small businesses to working with Fortune 500 companies in the valley. He founded Care2Act, a local networking group for community minded business professionals and is passionate about helping people who work at companies improve their community support.

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Arizona

9 Pitfalls to Avoid in Small Fundraising Shops ()

There are a number of hurdles in the small development office. Sometimes it seems as though your daily to-do list has no end in sight, or that you never have enough resources to handle the weight of your fundraising duties. What is a fundraiser to do? Is there a way to not feel like you are drowning? Can you manage all the challenges and remaining focused on conducting good, efficient and effective fundraising? This session will explore nine practical and yet innovative ways to re-invigorate your program, and support you to reach your fundraising goals. Participants will be able to learn new skills through hands-on activities and interact with each other.

Presented by: Jacquelyn Ahrenberg

Jacque brings 15 years of experience and training in nonprofit development and organizational management to any new engagement.  

Working as the sole fundraiser for small nonprofits such as the Phoenix Theatre, Florence Immigrant & Refugee Rights Project, Native American Community Center, YWCA Metro Phoenix, and ICM Food & Clothing Bank, she planned and implemented capital campaigns, major and planned gift initiatives, special events, annual giving and direct mail programs, as well as managing all aspects of corporate and foundation fundraising. Jacque helped those five organizations raise over $9.5 million.

She holds a BS in Political Science and Nonprofit Management from Arizona State University and a CFRE (Certified Fund Raising Executive) from CFRE International, the global standard for the fundraising profession. She has also served as president of the Association of Fundraising Professionals- Greater Arizona Chapter.

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Horseshoe

Fundraising Effectiveness: Measuring for Success ()

Looking only at the overall net performance (the “bottom line”) does not tell management and boards what is really happening in their fundraising or where to invest additional resources to improve fundraising effectiveness.  This workshop presents recent research that identifies other key metrics that enable nonprofits to make more strategic decisions about their fundraising strategy.  You will gain understanding about the complex and multi-faceted process of measuring fundraising effectiveness, improve your ability to measure your own organization’s fundraising effectiveness and use your data and national data to position yourself as the expert in your organization on fundraising strategy.

Presented by: Jenny Carrillo

Jenny Carrillo, MA, CFRE has earned an outstanding reputation for planning and executing effective organizational development and fundraising strategies throughout her 25-year career in the non-profit sector.  Jenny is a partner in the Tucson-based firm, Alexander | Carrillo Consulting and with her partner Laura Alexander has provided fundraising, strategic planning, facilitation and training services to over 100 organizations across Arizona.

Jenny earned her B.A. from American University in Washington, DC and M.A. degree in Philanthropy & Development through St. Mary’s University of Minnesota.  Jenny has also achieved the professional credential of Certified Fund Raising Executive (CFRE) by demonstrating proficiency of professional practice, performance, education, service and a commitment to ethical fundraising.  She is a Past-President of the Southern Arizona Chapter of the Association of Fundraising Professionals (AFP), and was recognized by the chapter with their Outstanding Fundraising Professional award in 2006. Jenny became a BoardSource Certified Governance Trainer in 2015.

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Horseshoe

Creating the Next Generation of Philanthropists ()

Are Millennials getting too much attention? According to recent studies, Generation X is going to surpass the Baby Boomer generation in charitable giving within the next decade. Does your Fund Development Strategic Plan include specific strategies for GenX?

Studies indicate that the next generation to engage should be Gen X, but engaging Xers in philanthropy requires some new ways of thinking about cultivation and stewardship.

In our session,  you will learn:

  • An overview of the differences between Generation X and previous generations when it comes to charitable giving
  • Time, Talent & Treasure – creative ideas and discussion about engaging Gen X
  • Corporate Giving cultivation strategies and how this directly affects Gen X giving
  • Group discussion about how to engage not just future philanthropists, but also future fundraisers
Presented by: Jessica Green and Jessi Propst Wright, CFRE

Jessica Green is the Associate Director of Development at Mission of Mercy Arizona. With over 10 years of fundraising experience and expertise in annual giving strategies and donor stewardship, Jessica Green earned her CFRE in 2016. Jessica has helped Arizona nonprofits raise millions of dollars with annual giving campaigns and special events, and has proven increased donor retention rates year after year. Married with four children, Jessica enjoys being a proud soccer mom and band mom, hiking, gardening and exploring Arizona.

Jessi Propst Wright, CFRE, is Director of Development and Community Relations at Paradise Valley Community College. With years of experience with large nonprofit institutions in major gift fundraising and management, Jessi has a proven track record of success cultivating various generations of major gift philanthropists. Jessi is most passionate about providing relevant mission-rich experiences for donors and prospects and developing a culture of philanthropy within organizations and within the next generation of givers.

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Boulder

How to Create a Social Enterprise or Earned Income for Your Nonprofit ()

Have you been thinking about how to start a social enterprise or create an earned revenue strategy for your nonprofit? Let's talk about what exactly a social enterprise is and the factors you can use to determine if your nonprofit is ready based upon the size, income, stage of development and level of risk. We will evaluate the pros and cons of starting a social enterprise and brainstorm creative and innovative ideas for starting one, or a less risky option of creating earned income for your nonprofit. You will come away with resources and a game plan for how to do research and create a business plan so you can approach the Executive Director and Board of Directors of your nonprofit to bring a entrepreneurial edge and help them become more sustainable for the future.

Presented by: Kristiana Fox

Kristiana Fox is the Founder and CEO of Think Outside the Box LLC, a consulting company that provides "creative and innovative solutions using the best aspects of business and nonprofit in social enterprise." Kristiana is a Phoenix native and a graduate of Arizona State University with a Bachelor’s degree in Science, a Master’s degree in Business Administration in General Management and a Certificate in Nonprofit Management.

She balances half of her time in the nonprofit world and the other half in the entrepreneur world and is committed towards helping nonprofits become more sustainable and businesses become more socially conscious. She works with nonprofit entrepreneurs to help them create a solid foundation and has also worked with several nonprofits to create an earned revenue strategy or social enterprise. She is also a B Corporation and Conscious Capitalism Consultant and believes that both nonprofits and businesses should be purpose-driven in terms of their strategy, leadership and culture. She is a member of the Alliance of Arizona Nonprofits, Local First Arizona, Social Enterprise Alliance and the Conscious Capitalism Chapter of Arizona where she is also an Ambassador.

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Boulder

Less ‘Innovation,’ More Integration? Optimizing Your Fundraising Portfolio ()

Existing nonprofits often find it risky to upend their business models to establish the self-funding revenue streams and unorthodox partnerships associated with true innovation. At the same time, many are tempted to chase fundraising fads in the name of innovation. But this can come at the expense of tactics with proven ROI and the retention of professional development staff. It’s similar to the financial world, in which people with different investing styles seek an optimal mix of bonds, stocks and alternative investments.

This workshop will help nonprofits document their current portfolio of fundraising tactics and their individual risk tolerances for potential growth. The speakers will look at the budget and staffing realities of pursuing innovative fundraising models. They will compare that with what current data says are the most effective fundraising strategies: an integrated and potentially surprising mix of traditional and digital tactics. Finally, the session will consider what fundraising portfolios make sense in different economic environments and how nonprofits can be best prepared for change.

Nonprofits will leave the session with more clarity on the optimal mix of fundraising tactics to sustain their organizations, and a plan for testing innovative models without going broke.

Presented by: Laura Ingalls Fuqua and Terri Shoemaker

Laura Ingalls Fuqua is the CEO of Abeja Solutions and co-creator of Beezable.com, a tool that automates direct mail fundraising. She has worked over 20 years as a professional communicator in both the nonprofit and corporate sectors, leading teams at Longboard Asset Management, PetSmart Charities and World Learning. 

A fourth-generation journalist, Laura’s career has taken her all over the world. She has served as a humanitarian spokesperson with Save the Children in Iraq and as a senior producer for CNN International in Hong Kong. Recently, she began mentoring nonprofits in Nigeria as part of a project funded by the United States Agency for International Development.

Laura has a degree in journalism from the University of Arizona and a master’s in integrated marketing communications from West Virginia University.

Terri Shoemaker is the Director of Development and Marketing at the Association of Arizona Food Banks. She also is the co-founder of Abeja Solutions, a fundraising marketing firm that specializes in helping small-to-medium nonprofits become more sustainable.

A direct response specialist, Terri has raised tens of millions of dollars for nonprofits like PetSmart Charities, Feeding America (formerly America’s Second Harvest) and Best Friends Animal Society. Her integrated campaigns have been featured as best case examples in the Nonprofit Times and the Chronicle of Philanthropy. Terri has served as an adjunct professor of grant and proposal writing at the University of Maine. 

She holds an undergraduate degree from Ohio University and a master’s degree in public affairs with a concentration in nonprofit management from Indiana University.

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Joshua Tree

Everyone's a Grant Writer ()

Every agency and organization need funding, but most don't use or understand grants properly. Grant writing is about so much more than writing, in fact, writing is possibly one of the least important, or at least time-consuming, aspects of grant writing. 

The philosophy of Everyone's a Grant Writer is the only resources necessary for successful grant writing are time and training. The goal of the presentation is to dispel many of the myths and misbeliefs of grants and grant writing. “Everyone’s a Grant Writer,” based upon personal experience, highlights some of the most common mistakes made by individuals and organizations and the keys to creating successful proposals. The purpose of the session is to refine grant-seeking and -writing skills to increase the efficiency and improve the effectiveness of attendees. 

The session will focus on research (identifying funders and collecting relative data), specific skills (voice and language), and common proposal components (need, impact, budget, etc.). The presentation includes oral and visual presentations, accompanied by handouts and real-life examples. The presentation is interactive, encouraging participants to engage each other in peer-to-peer learning. By the end of the presentation, the audience will take away the tools needed to prepare a competitive, professional proposal that will allow you to better serve the needs of Arizona.

I have presented this workshop many times over the last eight years, including Arizona Summit on Volunteerism and Service Learning, ASU’s Teacher Academy, Social Venture Partners, Greater Phoenix VISTA, Public Allies, and Phoenix Public Library’s Hive Nonprofit Navigator.

Presented by: Jeremiah Smith

Inspired by his own experience growing up in Phoenix, Jeremiah is dedicated to serve at-risk and underserved children, youth, and families in his community. Jeremiah completed his Master’s Degree in Public Administration at ASU. He now works with some of the largest (and smallest) nonprofits in Arizona as a development consultant. He has secured over $15 million in his career. Jeremiah primarily focuses his efforts locally, creating a better Arizona for his children and the generations to come. He is a member of several boards and groups focusing on systems-changing alliances, coalitions, and organizations.

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Joshua Tree

The Grantbuilder: 10 Building Blocks to Turbocharge Grant Writing for Organizations ()

The Grantbuilder introduces a step-by-step process to the grant writing process, using 10 basic building blocks of information most commonly required by funding sources.  Creating a master grant template with the 10 building blocks will equip your nonprofit with a resource to develop and submit more grants, faster. Appropriate for new and seasoned grant writers, this method can be applied to government, foundation and corporate grants.  Workshop attendees will be able to:

  1. Locate and ""size up"" potential funding sources to determine the most appropriate fit for an agency and/or its programs,
  2. Understand the importance of a sound program design and budget that aligns with a funder's interests and application requirements,
  3. Compile the 10 building blocks of information to create a master grant template for an organization
  4. Understand the step-by-step process of using the 10 Building Blocks to respond to all types of funding applications (incl. hardcopy and online), and
  5. Update the 10 building blocks to maintain current information
  6. Submit and track funding applications/proposals
Presented by: LaQuetta Meshel Shamblee

Ms. Shamblee has more than 25 years experience in the nonprofit sector, including staff and consulting roles as a grant writer, program director and program officer for a public funder. She has managed multi-million dollar grant portfolios for two of the largest publicly-funded nonprofits in Los Angeles County. UCLA Extension hired her to developed and instruct a 5-week “Federal Grants Management Course” for staff at the Port of Long Beach. She was then hired to instruct a 10-week “Securing Grant Proposals” course for UCLA’s Nonprofit Leadership and Fundraising Certificate Program. In February 2018 she presented a grants workshop for the AFP-Greater LA Chapter and will return to present a workshop in November during their Annual Regional Conference. Her paid and volunteer nonprofit background encompasses health, education, social services and multi-disciplinary arts organizations and projects. She is the author of "The Grantbuilder: Step-by-Step Guide to Grant Writing Workbook."

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Echo Canyon

A Strategic Partnership of a Higher Degree: Rethinking the Way to Find Top Talent in Nonprofit ()

Exploring with other expert panelists how to identify the right talent, build talent pools and understand marketplace data from other nonprofit organizations or your competitors. Industry leaders will reveal the strategies that work best for them in a competitive market.

Presented by: Georgia Musgrave

After 18 years working as a high-level administrator at one the country’s ten largest public colleges, Arizona State University (ASU), Georgia Musgrave brought her singular experience and perspective to Duffy Group. As an Assistant Dean at ASU, among other functions, Georgia was actively involved in recruitment, people resource management, organizational design, culture change, and budget oversight. Currently Duffy Group’s Vice President of Strategic Initiatives, Georgia is a go-to resource for colleges and universities seeking the finest talent around the country. She brings 10 years of Higher Education experience to recruiting searches for universities, graduate schools, vocational schools, art colleges, for profit institutions and academic medical centers. For the past three years, Georgia has been successful conducting high level searches for various roles in the private and public sector. At the Duffy Group, her extensive experience in employee recruitment, people resource management and retention, talent development and management, organizational design, and culture change has fueled Georgia’s passion in building Duffy Group’s Higher Education Practice.

In more recent years, Georgia supports leaders in the Non-profit and Healthcare Sectors seeking the finest talent around the country.

Georgia graduated from Northern Arizona University in 1992 with a bachelor's degree in liberal arts and a minor in early childhood education. She moved to Japan to pursue her dream of living abroad and became the chief instructor and human resources director at the Fukushima English Center from 1992 to 1995. After leaving Japan, she recruited American teachers to the Fukushima English Centers in Japan. She achieved her Master of Business Administration degree at the W. P. Carey School’s Executive MBA program in 2014.

As Vice President of Strategic Initiatives, Georgia’s role is to insightfully set the stage for each assignment and sharpen our focus to be able to exceed your expectations. Georgia is regarded by many colleges and universities as the right person in delivering the best educators and administrators from across the country and beyond.

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Desert Sky

Real World Recruiting: Attracting, Hiring & Retaining Employees in Today's Marketplace ()

In this workshop, participants will develop an understanding of today's job marketplace and available candidates. as well as strategies for how to attract candidates and how to interview and assess how well the candidate matches the job requirements. Hints and recommendations to make recruiting, interviewing and hiring  easier (as well as legally compliant) will be shared. The discussion will also include recommendations for developing and retaining new team members. Participants will leave with practical information, such as sample forms and questions for interviewing and documenting candidate responses, as well as a sample assessment to evaluate job and candidate match. 

An overview of the session:

  • Compliance Requirements
  • Recruiting Trends & Tips
  • Interviewing & Assessment
  • Making the Hire
  • Developing & Retaining New Team Members
Presented by: Virginia (Ginny) McMinn

Virginia A. McMinn (Ginny) is founder and owner of McMinnHR™, which celebrated its 30th business anniversary in 2018. McMinn HR™ provides organizations with a full range of Human Resources consulting, training design and delivery, and HR services including coaching for small business owners and company leaders. McMinnHR™, located in Gilbert, Arizona, is a woman’s business enterprise, registered in Arizona.  

Ginny's experience includes over 40 years in a variety of nationwide human resource responsibilities, multiple industries and a diverse client base. Her passion is in taking complex topics and workplace issues and creating understanding and lasting solutions through training and practical workplace processes.

Ginny has been awarded a Master's Degree in Industrial Relations/Human Resources, Lifetime Certification as a Senior Professional in Human Resources, a Mediation Certificate, and a Certificate in Employment Law.

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Desert Sky

Find Your Unicorn: How to Use Paid Apprenticeships to Accelerate Profits ()

What would motivate the U.S. Department of Labor to invest $265 million to expand apprenticeships in recent years? What do nonprofits who regularly engage paid apprentices to expand capacity know about leveraging their investment that you don’t? Learn how the utilization of paid apprenticeships can generate positive returns for your organization and assist you to expand your reach and effectiveness. Take an assessment of your organization’s capacity. Discover gaps and uncover strengths in your operations that can both be targeted for bottom-line improvement. Find that elusive unicorn. Just because you are a “nonprofit” doesn’t mean you can’t “profit” from this session.

Presented by: Terry Marks

Terry is Director of Public Allies Arizona, a program of the ASU Lodestar Center for Philanthropy and Nonprofit Innovation. Public Allies offers young adults leadership training in the nonprofit and social justice arena via an apprentice program granted-funded through AmeriCorps. Prior to joining Public Allies, Terry enjoyed a successful leadership career in both the corporate finance world and nonprofit sector. He earned his bachelor’s degree in Finance from Arizona State University and an MBA from Grand Canyon University. He also holds a Master of Theological Studies as well as a Doctor of Ministry degree with emphasis in transformational leadership. He has served as a faculty associate/adjunct at ASU, GCU, and Estrella Mountain Community College, instructing in Organizational Behavior, Finance, Management, and Leadership. He finds great passion in working with young people and inspiring them towards an empowered future where they can be agents of social change.

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Desert Sky

Data-Driven Mission: Using Data Analytics to Increase Social Impact ()

This interactive session will introduce the three pillars of data analytics: LEADERSHIP, TOOLS, and PROCESS.  Attendees will learn about the tools that form the foundation of actionable data (data warehousing, visualizations, dashboards) and will assess their own organizational data culture.  Attendees will walk through a step-by-step process that will demonstrate how to create management processes that utilize data to make decisions and we'll discuss strategies to help overcome barriers in organizational culture.

The primary learning objectives of this workshop are:

  1. To understand the basic tools and infrastructure of data analytics including data warehousing, visualizations, dashboards, and performance indicators;
  2. Identify potential cultural barriers in own organization and use information from workshop in planning to overcome them and to promote collaboration; and
  3. Self-assess data culture of own organization and identify three potential data-driven management processes to implement and measure.
Presented by: David Paddison

Before starting Impact Analytics, Dave Paddison spent 16 years as a nonprofit executive serving primarily in key finance and technology roles, leading numerous organizational projects that utilized performance metrics to increase financial sustainability, program outcomes and quality improvement. His passion for encouraging the implementation and adoption of "data-driven" cultures to increase the collective impact of nonprofit organizations led him to start Impact Analytics, a consulting firm dedicated to expanding social impact through data-driven action.

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Arizona

Harnessing the Power of Salesforce to Manage Programs ()

As nonprofits, we are always trying to do more with less. Hear how one nonprofit, Act One, customized Salesforce with Sputnik Moment to scale its program:  including accepting applications, determining product, sending and managing agreements, sending invoices and automated communications from start to finish. You'll also learn about how Act One uses reports to manage revenue and expenses, track participation data and inform decision-making.

Presented by: Juliet Martin and Pierre Kaluzny

Juliet Martin is the Vice President of Strategies and Programs at Act One in Phoenix. Her career spans more than 25 years in public relations, marketing and donor relations roles, largely with nonprofit organizations.  Juliet joined Act One three years ago, where she oversees strategic growth and programs including the field trip program that brings more than 40,000 students from Title 1 schools on arts field trips and the Act One Culture Pass available in 60 libraries statewide.

Pierre Kaluzny is CEO and Founder of Sputnik Moment, a Salesforce-based consulting company for nonprofits. From small to large implementations, Sputnik Moment offers easy-to-use, best-practice Salesforce customizations. His clients include foundations across the country and nonprofits of all sizes. Pierre has extensive experience in the global technology and IT arena and has worked extensively with nonprofits to reach their missions through technology.

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Gold Dust

Nonprofits Are Complicated: How to Get the Right People in the Right Roles ()

Good Governance is not easy, but totally worth it. This session will focus on building volunteers to be excellent leaders with a focus on how to get the right people in the right roles in association and nonprofit volunteers. Includes real-life stories from the field and a Q&A discussion on the top five things you should look for in your volunteers.

  1. Strengths - what are their strengths 
  2. Role - do their strengths align with the role you are asking?
  3. Communication - everyone communicates differently – how do we get everyone on the same page?
  4. Accountability - Ability to follow-through and deliver results
  5. Team Dynamics - how to put together a winning team
Presented by: Conni Ingallina and Katharine Halpin

As the owner of SOS-Association Management Solutions, Conni Ingallina personally oversees all client relationships. SOS is an accredited Association Management Company, one of only 81 accredited AMC's in the United States. She has an extensive background in business and business management, and for the past 23 years has been managing state, regional and national nonprofit associations. She served as the Treasurer for the Arizona Society of Association Executives (AZSAE) and is a past Chair of the Community Engagement Committee for the AMC Institute. She is a member of ASAE® The Center for Association Leadership, is a graduate of the Athena Power Link Program and is a past member of the National Bank of Arizona’s Nonprofit Advisory Board. Conni is a Certified Nonprofit Accounting Professional (CNAP) designation.

Katharine Halpin has facilitated leadership development in Associations with both Boards and Executive Teams since 1998. She fully grasps the complexity of the challenges faced by the leaders of these mission-driven organizations who rely primarily on volunteers.  She is an expert in getting the Right People in the Right Roles, Focused on the Right Priorities. Clients of The Halpin Companies reduce the time to market (and other critical processes) by 30%+ and accelerate the growth of their revenue by 2-3x consistently by focusing on team dynamics and team effectiveness.

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Sonoran Ballroom

Blueprints for Developing Volunteer Engagement Training for Paid Staff ()

Need help developing training for paid staff? Not sure where to start? This session provides a blueprint for designing effective volunteer engagement training, empowering you to become a more effective presenter with adult learners. This session introduces key elements of adult learning, basic instructional design strategies, and fundamental volunteer engagement principles, while introducing current research and emerging trends. As a result of this workshop, participants will gain the ability to:

  1. Identify elements of adult learning and instructional design
  2. State learning goals and objectives for a training module
  3. Recognize basic content for volunteer engagement training
Presented by: Donna Martin and Linda Tailleart

After a stint in financial services, and time spent as a school librarian, Donna Martin embraced her passion for making a difference and her love of creating community by joining the nonprofit sector. Donna is a proud alum of Prescott College where she earned a BA in Nonprofit Management, and holds a Master of Arts in Adult Education and Training from the University of Phoenix, with an emphasis on on-line learning. Donna is the Volunteer Services Manager for the Boys & Girls Clubs of Metro Phoenix, and is also an ASU adjunct faculty member in the College of Public Service and Community Solutions. An avid hiker, active community volunteer, and life-long Girl Scout, Donna is the mother of five grown children, a HAM radio operator and certified storyteller.

Linda Tailleart is a Faculty Associate with the Lodestar Center for Nonprofit Innovation and Philanthropy, at Arizona State University. Linda is a facilitator and coach for the Service Enterprise Initiative (Points of Light), a national change management approach, helping nonprofit organizations gain a greater return on volunteer investment to meet their missions.  She is also a volunteer engagement consultant with Cancer Support Community Arizona.  Previously, Linda was the Director of Volunteer Services for Catholic Charities Community Services of AZ supporting more than 200 staff members who engaged 4000+ volunteers in more than 20 programs across the state. Linda received a CVA, Certification in Volunteer Administration, and holds a Bachelor’s Degree in Education and graduate coursework in Curriculum from Michigan State University.  Favorite areas of focus include volunteer and staff recognition and appreciation, as well as customer service. 

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Coyote

Stretch and Fold: Kneading a Strategy for Resilience ()

The simplest and most familiar methods are often the most innovative and effective. For example, think about making bread, and how you stretch and fold the dough. If you don’t knead the bread it breaks down; and there must be a flexible structure while still holding the bread together and maintaining its shape. So, if that is what gives bread resiliency, what does that mean for us to strategically plan for and build resiliency in our nonprofit organizations? 

Sometimes referred to as the Baker’s Transform, this Stretching and Folding provides for alternating cycles of stretching and folding across the system. Stretch refers to periods of hard work, steady growth, or large challenges, interrupted by folding: times of system-wide relaxation and reflection. This can be a powerful tool for leaders and planners, especially when combined with the four basic tenets of strategy to contribute to the success of an organization. 

Leaders understand the need for coupling these tools and pursuing iterative strengthening cycles. They recognize that no part of a human system can operate on high levels 100% of the time and seek to use periods of folding to engage in reflection and learning. This, too, is where an adaptive strategy fits in. Combining powerful yet simple tools, we can each learn how to create resilience and success. 

This highly interactive presentation will allow participants to examine the applications and implications of strategic planning juxtaposed against a simple transformative model. By practicing this iterative approach, participants will see and enhance everyday patterns of nonprofit sustainability while meeting the kneads of both today and tomorrow. 

At the end of this presentation participants will be able to:

  • Review the four basic components of organizational strategy. 
  • Articulate the principles of stretch and fold as a path to resiliency.
  • Identify opportunities to apply strategic ‘stretch and fold’ in their own teams, organizations, and communities.
Presented by: Mallary Tytel

Dr. Mallary Tytel is CEO and co-founder of The Simple Rules Foundation, whose mission is to help individuals, organizations, and communities create systems change. She is the former CEO of an international nonprofit education and training corporation; and has served as a key advisor to senior-level civilian and military personnel within the U.S. Department of Defense. An expert in systems dynamics, complexity, and facilitating change, Mallary often appears in the media, and has been a regular contributor to print and online publications. She is also a faculty member at Grand Canyon University. Mallary has a Ph.D. in Public Health Promotion and Organizational Systems from the Union Institute and University, an M.B.A. from the University of Connecticut, and is a certified executive coach and mediator. She is the author of seven books and in her spare time Mallary mentors budding women entrepreneurs and first-time authors.

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Horseshoe

Surplus Budgeting: Budgeting for Sustainability ()

When was the last time you heard someone say, “I love building budgets!” 

In many nonprofits, budget-building season is the least favorite time of year for a majority of their staff members.

But what if budget-building felt more like team-building? And what if that exercise led to a much stronger, more vibrant organization that overachieved on its strategic goals and better carried out its mission?

“Surplus budgeting” means just what it sounds like – budgeting for a surplus. The budget lays out a plan to spend less money than the organization takes in during the fiscal year. Surplus budgeting is a core tool for building financial reserves and for ensuring the organization’s sustainability. To be successful, the process requires that all stakeholders come to the table in support of the strategic goals set by leadership team. 

This session will teach you how to make your budgeting process an exciting, collaborative challenge that engages leaders at all levels of the organization. Done well, the process produces a living document that provides a map for arriving at your organization’s goals.

Presented by: Harriet S. Cutshall

Harriet S. “Hatsy” Cutshall, CPA, earned a BS in Biology and later a certificate in Accounting. Her professional nonprofit experience includes serving as Director of Finance and Administration for the Rural Community Assistance Partnership, and as CFO for the American Society of Appraisers and for America Abroad Media. It was her work in these positions that built her strong accounting, management, budgeting and communication skills.

In her current position as a Senior Manager with Your Part-Time Controller LLC, she supports the work of her colleagues and their clients as an advisor as well as a hands-on practitioner, when needed. She is involved in all aspects of practice development and recruiting, and provides a full range of accounting, reporting and management services to non-profit clients herself. Hatsy serves as a member of the GWSCPA Nonprofit Section and their annual Not-For-Profit Symposium planning committee.

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Coyote

The Cost Effective Way to Achieve Your Nonprofit’s Strategic Goals ()

Nonprofits need more than a smart strategy and business model. They must use the right resources to achieve the long-term outcomes they seek. This workshop will deliver knowledge, skills, and tools for nonprofit managers/leadership executives to know when, how, and why an Advisory Board can be the right approach.

  • What is an Advisory Board and how does it differ from a Board of Directors
  • What are the numerous benefits of forming an Advisory Board
  • How to know when you need an Advisory Board
  • How do you form an effective Advisory Board (approach, tools, resources)
  • Advisory Board Best Practices
  • What type of people become Advisory Board members
  • How do you determine who you need for your Advisory Board
  • How do you recruit qualified Advisory Board members
  • How do you get the most out of your Advisory Board
  • How do you ensure “cooperation” between your Advisory Board and Board of Directors
Presented by: Kari Sleezer and Sentari M. Minor

Kari Sleezer is the Executive Director of Board Developer Foundation. As the Executive Director of Board Developer Foundation, Kari receives all applications and processes all recipients of Board Developer Foundation’s services for any nonprofit organization that has an interest in sustainability throughout the state of Arizona.

Additionally, Kari serves as an Account Executive for Board Developer, the nonprofit’s for profit company. As an Account Executive, Kari acts as an important link between Board Developer and its clients, managing projects, meetings, accelerating action items, and facilitating organizational development sessions. In this role, Kari holds the organizations accountable along with Advisory Board members to ensure the best possible outcome in representing Board Developer clients. 

Kari is a graduate of Arizona State University with a degree in English. After finishing her English degree in three years at the age of 20, Kari managed a high school classroom teaching English for six years before joining the Board Developer team.

Sentari M. Minor is a social impact advocate and passionate relationship builder. As Arizona Director of Gen Next, Sentari oversees the development and engagement of accomplished and purposeful local leaders to ultimately drive generational change. Prior to Gen Next, he worked to steward effective philanthropists and strengthen social enterprises at the venture philanthropy firm, Social Venture Partners Arizona.

A Phoenix native, Sentari continued his education in the Midwest and is an alumnus of DePauw University in Greencastle, Indiana, where he studied English with an emphasis in Creative Writing. He is also a member of Class IV of the American Express Leadership Academy through the Arizona State University Lodestar Center for Philanthropy and Nonprofit Innovation.

With an extensive background in high-touch stakeholder engagement, fundraising, public relations, and strategic planning, Sentari serves on the board of directors for a diverse set of nonprofits including the Board Developer Foundation. Passionate about strengthening the social sector, Sentari speaks nationally on governance, leadership, and the concepts of venture philanthropy, nonprofit capacity building, and social entrepreneurship.

When he’s not busy changing the world, he enjoys fitness, reading, and spending time with his loved ones.

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Gold Dust

Sustainable Strategic Planning ()

Strategic planning typically focuses on needs and goals. Incorporating a structured yet easy process for ongoing learning adds a strong dose of sustainability. Participants will learn about multiple, interrelated Emergent Learning tools that can deepen and institutionalize a nonprofit’s ability to consistently achieve or exceed desired outcomes even in the midst of unpredictable challenges. Small groups will work through case studies. Participants will complete a worksheet and share insights about how they might use these tools in their organizations.

Presented by: Sharon Flanagan-Hyde

Sharon Flanagan-Hyde is a senior partner with Flanagan-Hyde Associates, LLC. For more than 30 years, she has worked with dozens of nonprofits, foundations, and government agencies to build strong communities. She focuses on providing expert guidance on organizational and program assessment and evaluation, capacity building, board governance, strategic planning, facilitation, and interim leadership.

She is a BoardSource Certified Governance Trainer, a Fourth Quadrant Partners Emergent Learning Certified Master Practitioner, a Nonprofit Lifecycles Institutes Certified Master Consultant, and an International Association of Business Communicators (IABC) Accredited Business Communicator. Her training also includes The Grove’s Principles of Graphic Facilitation, The Berkana Institute’s Art of Hosting, World Café, and Open Space Technology, and PeerSpirit’s Circle for Participatory Leadership. She has an MA in Organizational Change from Prescott College and a BA from Williams College.

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Arizona

Partnering for Profit: Exploring the Growing Gig Economy ()

Trends indicate that more than 33% of the American workforce are freelancing and working from home offices, and that in only two years that will rise to 40% of our workforce. Nonprofits have the ability to invest small amounts for large returns, not worry about healthcare provision, or the inability to hire expert talent for especially low wages. The step requires partnering with contract and freelance employees.

We will discuss why the Gig Economy is growing and how to tap into its resources for long-term growth of a nonprofit.

Adult-education, not standard PPT and handouts. Valuable and quickly applicable cutting-edge information.

Presented by: Susan Kavanaugh

Susan Kavanaugh has held executive roles in nonprofit organizations for more than 30 years, both in the Midwest and Arizona. She is a published author, nationally acclaimed speaker, and advocate for solopreneurs. Kavanaugh is a Certified Conscious Capitalism Consultant, Certified Life and Business Coach, licensed minister and currently partners with multiple nonprofit organizations in the role of a contract employee.

For both nonprofit and for-profit organizations, she heightens brand awareness, develops growth capacity, builds celebrity and prolifically turns out content for blogs, websites, marketing collateral and grants. Her monthly newsletter “The Mindful Entrepreneur” has a growing base of subscribers because it features articles from local and national thought leaders.

Kavanaugh lives with her retired academician husband on a two-acre retreat outside of Cave Creek. They parent Welsh Corgis, a Siamese cat, several packs of coyotes, hoards of rabbits and doves, and on occasion a rattlesnake or two. Visit www.kavcomcc.com.

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Echo Canyon

Learn to Say “NO” So You Can Say “YES!” What You Need to “NO” in Order to Lead with Personal Power ()

Synopsis: In this presentation you will learn how to recognize when you’re giving too much and neglecting your own needs; how to honor what you need by saying “yes” to yourself, and lead with personal power in your personal and professional life.

People in the not-for-profit world are usually people who are born to serve others and give of themselves. They are naturally inspired to create a better world with an altruistic mission. Is that you?

If so, you’re likely more thoughtful about the wellbeing of others than you are of your own needs. When ignoring your own needs and focusing on others become a habit, you are a prime candidate for burn out. When you’re burnt out, your mission and your personal and professional life and wellbeing, are negatively impacted. The altruistic mission suffers.

The consequences can result in feeling fed-up; having unhealthy boundaries; feeling resentful; experiencing chronic stress; loss of energy; lack of cohesive vision and less productivity; impaired critical thinking; lack of creative solutions; and challenging relationships. 

Healthy and productive habits for work/life balance require an ability to say “No” to what does not honor you and to say “Yes” to what does. 

In this experiential presentation Lori takes participants on a journey of being fed up to fulfilled by exploring what's at the heart of the matter. 

Participants will learn simple practices that will enable them to:

  1. Increase awareness of their own needs;
  2. Connect to what needs a “yes” for their own well-being;
  3. Respond to their own needs and the needs of others with truth, honor, and inspired action;

in order to serve, give and live in a way that benefits their personal and shared vision.

Presented by: Lori DiGuardi

Award-winning speaker, author and certified life coach Lori DiGuardi bases her life-changing work on 25 years as an international corporate and nonprofit leader. She worked in the US, Canada, and Germany for Fortune 500 companies as an in demand consultant and trainer. As Director of International Relations for Brain Tree Primary School, Kyanja, Uganda for 15 years, Lori’s efforts resulted in a state of the art primary school for underprivileged children and orphans. She spoke on Uganda National TV and wrote a speech for the Queen of Buganda. Lori helped save the lives of 13 Kenyan children through pediatric heart surgery while serving as VP of the Board for the non-profit One Voice. Lori was awarded Rotary International’s Service Above Self Award for her work in Africa. She holds a master’s in leadership, bachelor’s in computer science, and a black belt in Tang Soo Do Karate.

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Joshua Tree

Democratic Management: Sustainable Organizations through Collective Leadership ()

The conventional, vertical management framework of nonprofits is unsustainable. Organizational leadership often centers an individual or small group of executives with consolidated responsibility and power. This puts immense pressure on people in these positions, which can lead to burnout, compromised personal lives, and heavy administrative duties lacking fulfillment. Not only can this framework negatively impact leaders of an organization, it also can impede the leadership qualities among those in other positions, which can lead them to feel discouraged, stifled and ultimately less productive. 

Democratic Management is a fresh alternative that harnesses everyone’s ability to lead, envision and contribute to the organization as a whole.  It serves as a practice to promote mutual empowerment, creating a space for discovery, innovation and shared leadership. It emphasizes collaborative decision making, which can relieve burdened executives by utilizing the collective knowledge of all employees and also inspire employees to take more ownership of their work and their role in the organization.

This interactive workshop will provide an overview of Democratic Management, engaging participants in a range of participatory practices including shared-decision making models, participatory meeting design, and exploring the interpersonal skills necessary to support optimum collaboration.

Presented by: Stephanie Luz Cordel

Stephanie Luz Cordel is the founder of All Voices Consulting and works as a collaborative consultant focused on enhancing social impact through equitable and inclusive change strategies. She began her professional career in mental health, providing direct services and evaluating a range of intervention programs. Recognizing the need for systemic approaches to addressing social issues, she shifted her focus from micro to macro-level work and now supports improvement of processes, strategies and policies towards inclusive social change. She centers her work around participatory practices to foster collaboration and harness the power of collective knowledge within groups and organizations.

Stephanie holds a Bachelor's from Vanderbilt University and a Master's of Social Work with a concentration in Policy, Administration and Community Practice from Arizona State University.

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Boulder

Advanced Resource Development ()

This workshop discusses annual funds, major gifts, capital campaigns, planned giving, grants and special events and will offer highlights into the foundation and tools needed to implement these fundraising methods in your organization. This workshop is presented by the ASU Lodestar Center’s Nonprofit Management Institute (NMI) and offers workshop attendees a glimpse into what the full course offers as part of our Nonprofit Executive Leadership Certificate.

Presented by: John Scola

With more than 30 years of nonprofit leadership experience, John is highly respected for his exceptional abilities and integrity. He has a solid track record of success working with a wide spectrum of nonprofit organizations including foundations, universities, healthcare organizations, social service agencies, churches and private secondary schools.

Known as a leader who drives results with his head and his heart, his breadth of experience includes: organizational development, strategic planning, capital campaigns, international fundraising, major gifts, corporate and foundation relations and annual giving. In addition, he has extensive volunteer leadership training and management experience and has worked with a variety of organizations in the areas of board and staff development and strategic planning.

John graduated with a B.A. in economics from the University of Dallas where he later served as a member of the Board of Trustees. He is a member of the Association of Fundraising Professionals (AFP), and has earned designation as a Certified Fundraising Executive (CFRE) as well as Master Teacher through the Faculty Training Academy of the AFP. He was also the recipient of the AFP’s Greater Arizona Chapter Outstanding Executive Award in 2002.

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Coyote

Social Entrepreneurship, Innovation and New Business Models ()

This workshop will assess your organization’s readiness for social entrepreneurship and attendees will learn what it takes to develop a social enterprise and an enterprising mind. Participants will be offered highlights of key components of a business plan for social entrepreneurship and will have begun the process of identifying possible sources of funding for their organization. This workshop is presented by the ASU Lodestar Center’s Nonprofit Management Institute (NMI) and offers workshop attendees a glimpse into what the full course offers as part of our Nonprofit Executive Leadership Certificate.

Presented by: Jennie Kale

Joanna “Jennie” Kale is widely recognized as an emerging business development leader dedicated to crafting memorable brand identity systems throughout the world. A big believer in the power of language, Jennie named her business The Strategic Artisan to reflect both her commitment to business growth and development and her dedication to handcrafting an approach unique to each client’s needs. Marrying both marketing and graphic design, she has worked with companies in both the public and private sectors to create measurable brand value through detailed analysis, design, and implementation strategies which further growth and development.

Specializing in all things digital, Jennie is known for architecting effective campaigns with high direct response and click through rates resulting in increased lead and sales conversions. Her ability to be at the forefront of, and capitalize on, digital trends stems from her deep understanding of both illustrative narrative and story. This combination helps her formulate high converting content and communicate key messages through memorable online experiences.

In addition to receiving her Master’s degree from the Thunderbird School of Global Management, Jennie holds multiple Bachelor’s degrees from Arizona State University and certificates in digital marketing from Cornell and coaching from the Adler School.

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Gold Dust

Conflict resolution for nonprofits ()

Dealing with conflict is a reality for any nonprofit organization. Having the tools to tackle conflict effectively can be the difference between order and disorder within an organization. Understanding how perceived and actual conflicts arise and how to respond to them is important. This workshop will teach nonprofit leaders about the common sources of conflict (roles, goals, and procedures) and strategies for overcoming them. Attendees will also be introduced to Interest-Based Conflict Resolution which seeks effective solutions by identifying overlapping interests and ultimately improving the relationship of participants. Learn how to effectively turn conflict into a win-win, or at least get to ok-ok.

Presented by:

After obtaining her J.D. from Arizona State University, Tamra Moore practiced employment law for 19 years in Arizona. In 2014, she joined the Maricopa Community College District as a Business Partner and currently serves as the senior mediator for the District, coordinating and providing a variety of in house dispute resolution services for the District's 10,000 plus full and part-time employees. Through her private consulting firm, she offers a variety of conflict management and related services to employers of all sizes, businesses, educational institutions, and non-profit organizations.

Eddie Genna is a professor of philosophy and political science at Phoenix College where he formerly served as the Associate Vice Chancellor for Public Affairs and Collaborative Governance for the Maricopa Community Colleges. He has also served as an Adjunct Instructor in Cornell University’s School of Industrial and Labor Relations and at the Sandra Day O’Connor College of Law. He has trained various institutions in interest-based negotiation and problem solving and regularly facilitates negotiations, teambuilding, and group-decision making using this process. He consults with clients about implementing interest-based conflict resolution systems.

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Boulder

Engaging volunteers beyond service delivery ()

We all know that volunteers provide tremendous value to our organizations, but are they being engaged to the fullest extent? For decades, service delivery and administrative support have been seen as the only way to engage volunteers. Now with more conversation around skill-based volunteerism, the scope of volunteer roles are beginning to evolve. But how else can we engage these passionate community supports? Are you truly using these dedicated individuals to their full potential? In this session, attendees will discuss strategies for effectively engaging volunteers beyond service delivery as donors, leaders, and advocates for your organization. Move beyond volunteer management and feel confident empowering them to act in these roles by building an effective training, communication, and stewardship plan.

Presented by:

Adrian Jamieson is the Director of Development at Big Brothers Big Sisters of Central Arizona. She moved to Arizona in 2013 to pursue her Master’s in Public Administration at ASU and has since been an active member of the Arizona nonprofit community. Before joining BBBSAZ, Adrian most recently served as the Resource and Program Development Manager at Voices for CASA Children and prior to that worked with Inspire Arizona. Dedicated to serving Arizona’s children, Adrian has a heart for missions that serve those who are most vulnerable. Outside of her work at BBBSAZ, Adrian is also a Board member for the Young Nonprofit Professionals Network of Arizona. During her free time, Adrian loves trying out new restaurants with her husband Matthew and their daughter Diana.

Jessica Whitney has been with Big Brothers Big Sisters of Central Arizona since 2008. Her initial role included organizing and executing all fundraising events from Paul's Car Wash to annual Gala. After serving as a Big Sister to two different Little Sisters, Jessica's passion for the mission of BBBS continued to grow. Jessica now directs and oversees all fundraising and marketing activities.

Before becoming a team member at BBBSAZ, Jessica worked as a corporate Event Planner. She managed travel arrangements, accommodations and events for clients bringing anywhere from 5 to 1,500 guests into the Phoenix area. 

Jessica holds a Bachelor’s Degree from the Hugh Downs School of Communication at Arizona State University. Jessica was named one of Phoenix Business Journal's Top 40 Under 40 in 2017. She currently serves as the Diversity Chair for the Association of Fundraising Professionals (AFP).

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Coyote

How to invigorate your brand and engineer community change ()

Donors, employees, and funders today want to invest their time, talents and treasure with nonprofits that are engineering systemic change while also servicing community need. It's not enough to respond to a problem; stakeholders are demanding organizations tackle the causes of the problem as well. So it makes sense that sustainable and relevant nonprofits that are thriving in the face of rising competition for fiscal and human resources are those creating structural societal impact - and telling the story of how they're doing it. This isn't easy, but it is simple. It starts with identifying your brand story. This means developing your organization's unique and authentic vision, made up by your purpose, mission, and values. Then, making all internal and external decisions through that lens. It includes your messaging, your programs and services, your policies and procedures and more. Your vision is not just a set of words that go on your website; but your organizational heart beat, thumb print or DNA. It is the thing that makes you who you are and determines how you serve your community - in good times and bad. The workshop focuses on conducting a self-assessment of the strengths and opportunities that exist within your organization today and then give tangible, phased next-steps for reordering your organization so you are positioned for creating measurable societal impact.

Presented by:

Catherine Alonzo is CEO and founding partner of Javelina, a change engineering company that is advancing equality and human dignity through social, political and economic change. Javelina helps their clients realize their vision of change in the world through cutting edge strategies from the worlds of marketing and political campaigns. 

Catherine has been integral in growing Javelina to be one the Valley’s pre-eminent marketing and campaign agencies. She combines her political background (having served on the teams that raised the Arizona minimum wage in 2016, and elected Phoenix Mayor Greg Stanton and Tempe Mayor Mark Mitchell) with her passion for storytelling in the digital age. 

Catherine was named the Athena Young Professional Recipient by the Greater Phoenix Chamber of Commerce in 2016, and has been recognized for her business leadership by Arizona Business Magazine, Arizona Big Media, and the Phoenix Business Journal. 

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Arizona

The new language of fundraising: Magic words that translate to more money ()

It's time to change the conversation, disrupt traditional thinking and raise more money! If you want to strengthen your culture of philanthropy, you need a new approach. Use this proven system to get volunteers and staff more comfortable and confident so they become passionate partners who raise awareness and funds for your organization! You won’t “ask for money” again after this presentation. 

Participants will learn:

  1. How to adopt a new way of thinking about working in partnership with volunteers to achieve goals faster
  2. How to use 4 different words to overcome volunteers' most common objections to fundraising
  3. How to leverage the cycle of philanthropy so board members can plug into specific tactics that work for them and eliminate your stress!
Presented by:

Cindi Phallen is a fierce advocate for nonprofit leaders so they build strong boards and attract more money, people and awareness. With 18 years’ experience as a nonprofit Executive Director, she’s made tons of mistakes and learned first-hand how to plot a course through the pain points of operating nonprofits. She’s raised millions of dollars, managed hundreds of board members and achieved remarkable results.

As an author, educator, speaker, consultant and the President of Create Possibility, she provides strategy consulting, speaking services, and retreat facilitation on topics related to board development, fundraising and strategic planning. 

Cindi asks the tough questions and is a champion for changing the way nonprofit leaders think in order to move from intention to execution. Her popular book “The Impact Triangle” is recommended as mandatory reading for Executive Directors and board members. Cindi also writes a bi-weekly blog focused on key issues nonprofit leaders face and regularly guest blogs for others.

Cindi is a fundraising instructor in the University of San Diego’s Nonprofit Management Certificate program. She also serves on the Advisory Board of NonprofitPRO. (Please visit her website for more information).

Cindi is a proud mom, avid snowboarder, beach jogger and Philadelphia sports

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Arizona

Data at your fingertips ()

In today’s fast-paced technology world, we often look to our phones or other mobile devices to access the information we want and need daily, whether it’s the latest news story, weather updates or social media. But what about key information about your organization that can help you make decisions in an instant? In this session, we’ll introduce a few ways you can start getting the information you need to run your business right at your fingertips.

Presented by:

Dan is a Certified Public Accountant with Your Part-Time Controller. He has dedicated the majority of his career to nonprofits because he believes deeply in the power of people to impact their communities. His expertise includes nonprofit audits, including Single Audits, grant accounting, month-end closings, and the creation and interpretation of financial reports. He advises many of his clients on the use of technology to improve their processes and to save money. Dan is a volunteer with the Starfish Initiative. When he is not serving his clients, he enjoys spending time with his daughter, Wren, and his wife, Kim.

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Joshua Tree

Building for-purpose communities online for social impact ()

No one creates movements alone. In today's digital world, it's more important to meet people where THEY are. That's social media. That's optimized mobile sites. That's community engagement and social outreach. This UnConference workshop will shift the minds of nonprofit professionals from "something we have to do" to cultivating the power of the community that cares about the work that they are doing. We will take lessons from my marketing work with Lionsgate (the creative theatrics) to book campaigns with Harper Collins (grassroots marketing) to create an impactful storytelling platform that moves communities to take action.

Presented by:

Traci Shield is the owner of Ideas Speak, a digital marketing consultancy focused on building purpose-driven communities for social impact. Through her work, she views the world in the lens of what could be as opposed to what is. She’s dedicated to the idea that marketing has the power to create purposeful communities that reflect who we strive to be as humanity.

Traci most recently worked for a creative agency known as Sandoval Design who services clients in the entertainment industry such as Lionsgate, Harper Collins, Sony and more. She is also an AmeriCorps alumna through the Public Allies Arizona program where she worked at the Human Services Campus to alleviate poverty for adults experiencing homelessness.

With her diverse background, Ideas Speak was created to merge Traci’s two passions of mindfulness and marketing along with creativity and conscientiousness.

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Library

The reality of race in nonprofit leadership ()

People of color are missing from nonprofit leadership roles. Research shows the problem is not a lack of training but a lack of opportunity. In order to remedy the racial gap, the nonprofit sector needs to take a courageous look at the biases and systemic practices keeping people of color out of leadership positions. In this workshop, we will explore key studies outlining the racial gap, including The Building Movement Project’s study Race to Lead. The workshop will also be a safe space for people of color and allies to discuss their own experiences and collaborate on how we can reorder the nonprofit sector and build equity.

Presented by:

Jaclyn Boyes is Donors Relations Manager for A New Leaf, a nonprofit serving children and families in the Valley. Prior to working for A New Leaf, she managed programs at Arizona Women’s Education and Employment (AWEE). Ms. Boyes currently serves as Board Secretary at Leading for Change where she focuses on building progressive leaders. Ms. Boyes graduated Magna Cum Laude from Gonzaga University with a Bachelor’s Degree in Business Management and Summa Cum Laude from University of Phoenix with a Master’s Degree in Adult Education and Training. She holds a certification in Nonprofit Management from ASU, credentials in equity and inclusion from the Nonprofit Alliance and is a certified career coach. She was part of Class 9 of the American Express Leadership Academy at the ASU Lodestar Center.  In 2018, Ms. Boyes was recognized by The Phoenix Business Journal as a Top 40 under 40 professional.

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Horseshoe

Difficult conversations: Discussing what matters most ()

Addressing disorder within a nonprofit organization and finding solutions to tough problems often requires having difficult conversations with others. Underlying every difficult conversation are actually three conversations: What happened, What should happen, and Who is to blame. This workshop will teach nonprofit leaders about what’s happening during and leading up to a difficult conversation and how prepare for and conduct these conversations. Attendees will learn skills and strategies for handling difficult conversations wherever they arise.

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Art Hinshaw is a Clinical Professor of Law and the founding director of the Lodestar Dispute Resolution Center. Professor Hinshaw publishes and teaches in the field of alternative dispute resolution (ADR). His research bridges ADR theory and practice, and includes empirical studies on negotiation ethics and calls for professional regulation of the mediation field. Both his theoretical and practice related work have been recognized by the International Institute for Conflict Prevention and Resolution. Professor Hinshaw is active in the ADR community having served on several academic and professional committees at the state and national levels. Currently, he serves as a member of the ABA's Standing Committee on Mediator Ethical Guidance and is a contributor to Indisputably, the ADR Prof Blog. Outside of the ADR realm, Professor Hinshaw is a member of the Arizona Commission on Judicial Conduct.

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Library

Low budgets and high drama: Dealing with workplace difficulties ()

Whether you’re in a nonprofit, a for profit, the private sector, or the public sector – we have all experienced workplace drama. Nonprofits laud themselves on can-do, scrappy attitudes and solid work ethic, but behind the scenes it is not always picture perfect. This workshop will focus on in-the-moment problem solving and actionable solutions to some of the most common workplace difficulties. Led by a moderator, a panel of professionals will use their experiences to guide the audience through tricky situations. The audience will break into groups after the panel, their putting skills to practice and working through examples of workplace difficulties. For example:

  • Identifying and correcting a toxic culture of poor work-life balance.
  • How to work through interdepartmental tensions.
  • What’s a priority when everything is a priority? 
  • What to do about professional development when there is little to no opportunity for growth.

The panel includes:

  • Adrian Jamieson, Big Brothers Big Sisters
  • Harmony Nelson, Mesa United Way
  • Tanner Swanson, A New Leaf
Presented by:

Liz Salazar is native Arizonan, passionate about making her home state the best place to learn, live and thrive. She is currently a Community Engagement Manager for Expect More Arizona, a statewide education advocacy organization. Liz has experience in operations, human resources, training and community outreach. She is a teacher at heart and has had the pleasure of teaching students in Nicaragua, Spain and Los Angeles. She is currently the Communications Chair on the board of the Young Nonprofit Professionals Network of Phoenix.

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Horseshoe

Strategic engagement of women donors for nonprofits ()

Did you know...

* Estimates indicate two-thirds of all wealth in the U.S. will be controlled by women by the year 2030

* 73% of charitable donors in the world are women age 37 or older

* Women are predicted to give more than $550 billion to charity within the next decade

* Women give nearly twice as much as men in the US

Years of quantifiable research proves women give more than men—and when they give, they give differently. YET, most nonprofits are still using "tried and true" fundraising practices established decades ago and based on appealing to a male-centric household. These strategies either alienate women or gain only minimal support from them. 

Fundraising is no longer “one size fits all! Nonprofits must "reorder" their donor engagement perspective realizing greater results are possible when fundraising methods adapt to new donor realities.

Organizations that do not have some form of conscious awareness and focused philanthropic strategies to engage and accommodate women are leaving A SIGNIFICANT AMOUNT OF money on the table. It’s truly no longer something nonprofits “should do” it’s what they “must do” in order to advance their mission with a sustainable donor source for the future. 

Through my decade of leading a successful women-focused philanthropy program, I have seen the transformative power of women and the strength they bring to the organizations they choose to support. Using my experience and best practices research, we will discuss information, inspiration, and opportunities for organizations of all sizes to effectively engage women in their mission. Strategies will offer options to be implemented immediately…using your current staff and resources, as well as ensure relevancy and sustainability for the future. 

Presented by:

Michele Rebeor is the Arizona-based Executive Director for CCS Fundraising, a leading international fundraising consulting and management firm with more than 70 years serving clients in all nonprofit sectors. As a seasoned philanthropic and community-engagement professional, Michele has served Arizona’s nonprofit and fundraising industry for nearly 30 years. She has directed a variety of successful community engagement, employee giving and philanthropic programs in healthcare, higher education and community organizations, bringing them to new heights of participation and contributions. A decade of serving as the AVP for ASU Foundation’s Women & Philanthropy provides her with a rare, hands-on level of expertise in the powerful, burgeoning world of women and philanthropy. A young program with few precedents when she started, Michele created innovative and strategic opportunities for affluent, influential and dynamic women that inspired a 33% growth in donors and a 206% increase in Women & Philanthropy investors’ overall contributions to ASU.

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Joshua Tree

VUCA Leadership: Volatility, uncertainty, complexity and ambiguity ()

Nonprofit organizations increasingly operate under conditions of volatility, uncertainty, complexity, and ambiguity (VUCA). This session shares principles, actions, and tools leaders can use to guide their organizations effectively in the face of such complexity. Participants will examine the differences between VUCA leadership and the conventional command and control approach by exploring a case study. Concepts and practical tools will cover power dynamics, diversity, problem identification and framing, and self-organization. In the second half of the session, participants will conduct a four-quadrant analysis of their organizations to surface unrecognized assumptions, create a shared understanding with stakeholders, identify potential leverage points for change, and increase systemic capacity for public benefit.

Presented by:

How can we create a sustainable economy that works for everyone? Dr. Castillo investigates this problem through the lens of reciprocity, intangible assets (e.g., social, cultural, spiritual, reputational, and political capital), and the simultaneous production of social, financial, and environmental returns (the triple bottom line). Her research as an assistant professor in leadership and interdisciplinary studies at Arizona State University is inspired by two decades of management experience, primarily at the San Diego Natural History Museum and Balboa Park Cultural Partnership. Besides scholarly publications, she writes about capacity building and social accounting in Nonprofit Quarterly. She is an avid hiker and nature photographer. Her mission is to repair the world through scholarship that promotes thriving organizations, fulfilled people, connected communities, and a world we can be proud to pass on to our children.

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Boulder