Some of the most thoughtful, knowledgeable, and engaging leaders in philanthropy will lead our concurrent sessions. For an idea of the expertise that will intersect at the 2010 Annual Conference, check out the biographies of our presenters.
Executive Director, Astraea Lesbian Foundation for Justice
1:45 p.m. to 3:30 p.m., Tuesday, April 27
Katherine Acey has been executive director of the Astraea Lesbian Foundation for Justice since 1987, and under her stewardship, Astraea has enjoyed tremendous growth, including the expansion of the Foundation's grants program to fund local, regional, and international organizations as well as cultural and media work. Involved in the Women’s Funding Network and Funders for Lesbian and Gay Issues since the inception of the organizations, Acey has served as board chair with both. Prior to her appointment as executive director with Astraea, she was associate director of the North Star Fund in New York City. Acey has been honored for her leadership in building a multicultural women’s funding movement by the Women’s Funding Network, and additional honors include the Cross Cultural Black Women’s Studies Institute for International Women’s Leadership Award, the prestigious Women & Philanthropy LEAD Award and the Funding Exchange Vision Award. She has traveled extensively speaking on issues of philanthropy, human rights, gender, sexuality, race and class.
Session (Moderator): Intersectionality 101: Reaching Underserved Populations with Solutions that Last
President, Joyce Foundation
8:00 a.m. to 9:45 a.m., Sunday, April 25
Ellen S. Alberding is president and a board member of the Joyce Foundation, which supports efforts to protect the natural environment of the Great Lakes, to reduce poverty and violence in the region, and to ensure that its people have access to good schools, decent jobs, and a diverse and thriving culture. Previously, Alberding served as program officer and director of portfolio investments, managing the Foundation's investments, directing the Foundation's Culture program, and working in the education program. She is a founder and board member of Advance Illinois, which advocates for public education reform in Illinois, and a board member of Independent Sector, where she has worked to establish improved accountability and governance standards for nonprofits. Alberding has served as president and chairman of the investment committee for the Chicago Park District pension fund; trustee of Aon Funds and the American University of Paris; treasurer of Grantmakers in the Arts; and member of the Cultural Advisory Board for the City of Chicago.
Session: CEO-Trustee Track: Breakfast Plenary: Philanthropic Leadership for Education or Anything Else
Executive Director, Clean Economy Network
1:45 p.m. to 3:30 p.m., Tuesday, April 27
Jeff Anderson is the co-founder and executive director of the Clean Economy Network (CEN), the largest national networking, educational, and advocacy organization for professionals, entrepreneurs, investors, and researchers in the cleantech and green business community. Through CEN, members connect to each other, learn information relevant to business and professional growth, and influence the development and implementation of public policies that impact clean technologies and innovation. Prior to CEN, Anderson was president and CEO of CleanTech Bay, a trade association that was in development to represent the clean technology sector in the San Francisco Bay Area. He was also a founder and principal of Ignition Point LLC, a strategic consulting and coaching firm for small- and medium-size businesses, and CFO and senior vice president of Informania, Inc, an e-learning company, which he successfully merged with Viviance, Inc, a European e-learning company. Anderson began his professional career as the environmental director for Building Diagnostics Ltd, an environmental and engineering consulting firm.
Session: API: Accelerating the Clean Energy Economy: How We Get There From Here
President, Magic Johnson Foundation, Inc.
1:45 p.m. to 3:30 p.m., Tuesday, April 27
Towalame Austin is president of the Magic Johnson Foundation, Inc., where manages the daily operations and continued growth of the foundation by expanding its research base, solidifying new partnerships, securing corporate sponsorships, and coordinating fundraising initiatives. Austin works closely with the foundation’s board of directors and staff to devise long-term strategies and adhere to the founding principles of the organization by implementing programs that serve the health, educational, and social needs of those residing in underserved communities. Prior to becoming president of the foundation, Austin served as its executive vice president and director of corporate relations and special events. She successfully managed the foundation’s partnerships with corporations such as American Airlines, Coca Cola, and AT&T, which provided millions of dollars to support the foundation’s programs and initiatives. Austin sits on the board of directors for Imani Phi Christ Sorority, Inc. and is a member of the Association of Black Foundation Executives.
Session: Advance Practice Institutes – The Sports Philanthropy Playbook: Strategic Giving for Community Change
Medical Director, Los Angeles County Department of Mental Health
William Arroyo, M.D., is medical director of the Child, Youth, and Family Administration for the Los Angeles County Department of Mental Health (LACDMH) and clinical assistant professor of Psychiatry at Keck USC School of Medicine. Dr. Arroyo represents LACDMH in program development and policy implementation for children's mental health and serves as the principal investigator of Project ABC, a federal initiative to develop a system of care for children from birth to age five. Dr. Arroyo is also a peer reviewer for the Journal of the American Academy of Child and Adolescent Psychiatry and a board examiner for the American Board of Psychiatry and Neurology. In addition, he has served on advisory committees for national mental health technical assistance centers at Portland State University, Georgetown University, and the National Center for Juvenile Justice and Mental Health. In 2005, Dr. Arroyo received an Exemplary Psychiatrist Award from the National Alliance for Mental Illness (NAMI).
Session: The War on Children: Gun Violence in U.S. and Mexican Cities
President and CEO, Independent Sector
Diana Aviv is the president and CEO of Independent Sector, the national leadership forum for America’s nonprofit organizations, foundations, and corporations. Collectively representing tens of thousands of charitable groups in every state across the country, Independent Sector’s mission is to advance the common good by leading, strengthening, and mobilizing the independent sector. A noted expert on the major issues affecting the national nonprofit community, Aviv is a frequent speaker on emerging trends within the sector, the financial state of the nonprofit community, public policies affecting charities and foundations, the role of civil society in democracy, and civic engagement. She also served as executive director of the Panel on the Nonprofit Sector, an independent panel of nonprofit leaders, established to consider and recommend actions that will strengthen the governance, transparency, and accountability of public charities and private foundations. Prior to joining Independent Sector, Aviv was vice president for public policy with United Jewish Communities and director of its Washington Action Office, where she worked closely with federations and national agencies concerned with the domestic health and welfare needs of vulnerable people.
Town Hall: Did Philanthropy Do Its Part in Response to the Economic Crisis?
Senior Director, Microsoft Corporation
10:30 a.m. to 12:00 p.m., Monday, April 26
Akhtar Badshah, senior director of Global Community Affairs at Microsoft Corporation, administers the company’s global community investment and employee programs. Badshah manages the Microsoft Unlimited Potential Community Technology Skills Program (CTSP), a global initiative designed to help narrow the technology skills gap, aid global workforce development, and create social and economic opportunity by providing technology training through community technology centers, in mainly underserved communities. He also oversees programs aimed at helping nonprofit organizations improve their effectiveness through increased technology capacity. Before joining Microsoft, Badshah was CEO and president of Digital Partners Foundation, a Seattle-area nonprofit organization whose mission is to utilize the digital economy to benefit the poor. At Digital Partners, he established the organization's core programs in India, Africa, and Latin America. Badshah is a board member of the United Way King County, the Global Knowledge Partnership, Council on Foundations, Youth Employment Summit Inc., and the U.S. Chamber of Commerce’s Business Civic Leadership Center.
Session: Technology and Philanthropy in the 21st Century
Vice President, Pacific Gas and Electric Company
10:30 a.m. to 12:00 p.m., Monday, April 26
Ophelia Basgal is vice president of Community Relations with Pacific Gas and Electric Company (PG&E), directly responsible for managing the company’s $19 million charitable contributions program, which includes the award winning Solar Schools Education Program and several other signature programs such as Solar for Habitat Housing. Basgal also oversees the employee volunteerism program for PG&E‘s 20,000 employees and community engagement programs and partnerships with community-based organizations. Prior to joining PG&E, she was executive director of Alameda County Housing Authority for nearly three decades, where she managed an annual budget of more than $90 million and was a nationally recognized leader and frequent speaker on the nation’s housing and community development policies and programs. Basgal has been recognized by the San Francisco Business Times as one of the most influential Hispanics in the San Francisco Bay area, by the National Society of Hispanic MBAs as the 2009 Ultimate Hispanic Executive, and by Alameda County Girl’s Inc., with their 2007 Smart Leadership Award.
Sessions: The Role and Effect of Technology on Social Innovation
Volunteerism and Social Innovation
Bringing Social Innovation to Market
Career Pathways to the Top in Philanthropy: Diversity and Inclusion in Senior and Executive Leadership
Director, American Humanics
4:30 p.m. to 6:00 p.m., Sunday, April 25
Stephen Bauer is director of External Relations at American Humanics, where he manages the relationships with the nearly 150 nonprofit, academic, and consulting partners that comprise the American Humanics Alliance. Bauer also directs all national nonprofit workforce initiatives at the organization, including the Nonprofit Workforce Coalition, a broad-based coalition of 70 national organizations that develops national workforce development strategies for the nonprofit sector. Prior to joining American Humanics, Bauer held positions with City Year Cleveland, where he supervised 30 full-time volunteers in youth mentoring and after school programs and at Western Illinois University, where he coordinated volunteer and service-learning programs. He co-founded the Young Nonprofit Professionals Network of Kansas City and is an active committee member with the Independent Sector N-Gen program and the Next Generation Leadership Forum. Bauer recently completed the first Civic Sector Leadership Fellows program, a year-long program focusing on emerging leaders at the national level in the youth and human services sector.
Session: Protecting Your Investments: Leadership Development for Sustainability
Senior Vice President, Kaiser Permanente
3:00 p.m. to 4:30 p.m., Monday, April 26
Raymond J. Baxter is senior vice president for Community Benefit, Research and Health Policy with Kaiser Permanente. A member of Kaiser’s National Leadership Team, Baxter leads the organization’s activities to fulfill its social mission, including care and coverage for low-income people, community health initiatives, environmental stewardship, philanthropy, and research. In addition, he serves as president of Kaiser Permanente International. Baxter has more than 30 years of experience managing public health, hospital, long-term care, and mental health programs, including heading the San Francisco Department of Public Health and the New York City Health and Hospitals Corporation. He also led the Lewin Group, a noted health policy firm. Baxter serves on the board of directors of Grantmakers in Health, the advisory board of the University of California Berkeley School of Public Health, the technical board of the Milbank Memorial Fund, the International Advisory Board of the Center for Corporate Citizenship, and the National Public Health and Hospital Institute.
Session: Clearing the Path to Health: Creating Conditions for Healthy Eating and Active Living
Consultant, McKinsey & Company
10:30 a.m. to 12:00 p.m., Monday, April 26
Jonathan E. Bays is a consultant in McKinsey & Company’s Social Sector Office, which helps the world’s leading institutions address significant societal challenges. Based in New York, Bays specializes in philanthropy and economic development, working primarily with grantmakers and nonprofits on issues of strategy. His current research includes the potential of prizes as philanthropic instruments. He is the co-author of “Prizes: A Winning Strategy for Innovation,” which discussed the emergent practice of philanthropies and private businesses using prizes as incentive to spur and encourage innovation and how to improve the use of prizes in the most effective way to achieve social benefits. Before joining the Social Sector Office in 2005, Bays worked as a policy advisor in the Office of the Prime Minister of Canada. He was previously a consultant in McKinsey’s Toronto office.
Session: Unlocking Social Innovation through Prize Philanthropy
Assistant Director, The Colorado Trust
1:45 p.m. to 3:30 p.m., Tuesday, April 27
Tanya Beer is assistant director of Research, Evaluation & Strategic Learning at The Colorado Trust, a grantmaking foundation dedicated to advancing the health and well-being of all Coloradans. Beer develops and manages evaluations and facilitates the application of evaluation and research data to decision making by both internal and external audiences. She is also responsible for implementing knowledge-sharing tools and learning opportunities that promote dialogue and reflection within the organization and among other stakeholders. Beer was recently invited to serve on Colorado's Early Childhood Council Advisory Team Evaluation Subcommittee to help plan a statutorily required evaluation of the early childhood system in 2010. She has 10 years of international experience in program evaluation in the public and nonprofit sectors and serves on the national Advisory Group on Learning for Results for Grantmakers for Effective Organizations. Prior to joining The Colorado Trust, Beer was a senior legislative performance auditor with the Colorado Office of the State Auditor.
Session: Advance Practice Institutes – Learning-Based Collaboration to Achieve Social Justice
President and CEO, Rockefeller Philanthropy Advisors
3:15 p.m. to 4:30 p.m., Saturday, April 24
Melissa A. Berman is president and CEO of Rockefeller Philanthropy Advisors, Inc. (RPA), an innovative, nonprofit philanthropy service founded by the Rockefeller family, whose mission is to help donors create thoughtful, effective philanthropy throughout the world. The organization manages foundations and trusts, structures giving programs and major gifts, offers a charitable giving fund, and coordinates donor collaboratives. Prior to leading RPA, Berman served as senior vice president of Research and Program Development at The Conference Board, a nonprofit, independent business research organization, where she oversaw the organization's research and publications on management practices, global corporate citizenship, and governance. Berman is a director of City Harvest, the Foundation Center, and Rockefeller Philanthropy Advisors. She is also an adjunct associate professor at Columbia University’s Business School. In addition, Berman serves as a member of the national advisory panel for New Ventures in Philanthropy and as a judge for the Ron Brown Award for Corporate Citizenship, a presidential award.
Session: CEO-Trustee Track: Investing for Impact: Mission Related Investing
Senior Director, Levi Strauss and Company
8:00 a.m. to 11:00 a.m., Sunday, April 25
Paurvi Bhatt is senior director of HIV/AIDS Prevention, Treatment, and Care at Levi Strauss and Company, where she leads the company’s global Employee HIV/AIDS Program and advises on HIV/AIDS activities for the company. Bhatt has more than 15 years of experience in the public and private sector, in strategy development, and in designing, managing, and advising initiatives in HIV/AIDS, corporate social responsibility, and international health. She has led strategic public-private partnerships and HIV/AIDS planning initiatives and implemented successful start-up HIV/AIDS programs around the world for organizations including USAID, U.S. GAO, CARE, and Abbott Laboratories. In addition, Bhatt serves as a technical advisor on several international health and HIV/AIDS working groups and technical advisory committees, and she serves on the Global Health Benefits Institute Board.
Session Title: Opening Session for Corporate Grantmakers
Managing Director, Center for Applied Philanthropy
3:15 p.m. to 4:30 p.m., Saturday, April 24
Jim Bildner is managing director of the Center for Applied Philanthropy, which works to help foundations, family offices, individuals, advisers, and nonprofit organizations understand, structure, and implement investments that further leverage their philanthropic capital A frequent lecturer and speaker on social enterprise, venture philanthropy, and literature, Bildner is also an adjunct professor of Law at Case Western Reserve University School of Law, the Humanities and Literature Departments’ Entrepreneur in Residence at Clark University, and an adjunct professor of Writing in the Humanities Department at Lesley University. In addition, Bildner is a trustee of several organizations, including The Non Profit Finance Fund, Case Western Reserve University, Lesley University, The National Public Radio Foundation, The Public Citizen Foundation, The Literary Ventures Fund, The Trustees of the Reservation, The Women’s Funding Network, WBUR (Boston Public Radio), and The Kresge Foundation, where he serves as chair of its Innovative Capital Committee.
Session: CEO-Trustee Track: Investing for Impact: Mission Related Investing
CEO, Athletes for Hope
1:45 p.m. to 3:30 p.m., Tuesday, April 27
Ivan Blumberg is chief executive officer of Athletes for Hope, based in Washington, D.C. Prior to joining the organization, Blumberg represented athletes for the majority of his career, starting at Proserv, Inc. At ProServ, his athlete clients included Jimmy Connors, Pete Sampras, Stefan Edberg, Arthur Ashe, Yannick Noah, and various other professional athletes. Blumberg served as general counsel and managing director of ProServ and was a member of its board of directors. After ProServ was acquired by SFX/Clear Channel, he became the president of Athlete Representation and managed the representation of over 750 athletes in nine sports. Before becoming CEO of Athletes for Hope, he served as a senior consultant to SFX Sports, managing its relationship with Andre Agassi. Blumberg serves on the board of the Andre Agassi Foundation, on the board and as the volunteer vice-chairman of Hope and a Home, and runs a summer camp at his home in Maryland for underprivileged, inner city children.
Session: Advance Practice Institutes – The Sports Philanthropy Playbook: Strategic Giving for Community Change
Superintendent, Denver Public Schools
4:30 p.m. to 6:00 p.m., Monday, April 26
Tom Boasberg is superintendent of the Denver Public Schools (DPS). Formerly, Boasberg served as chief operating officer for the Denver School District. In his time as superintendent, Boasberg has focused on improving efforts to retain, recruit, develop, and reward high quality teachers and principals; increasing graduation rates, college enrollment, and the number of students in high schools on track to graduate, college-ready; accelerating student growth and closing the district’s achievement gaps; expanding the District’s pre-school and full-day kindergarten places; increasing students’ participation and achievement in advanced placement and concurrently enrolled college courses; deepening parent and community engagement in the District’s schools; and turning around low-performing schools and introducing high performing new schools. Before DPS, Boasberg worked for eight years at Level 3 Communications, where he was group vice president for Corporate Development, responsible for the company’s mergers and acquisitions and strategic partnerships.
Session: Seeking Excellence at Scale: Strategies for Urban School Reform
Executive Director, Tiger Foundation
10:30 a.m. to 12:00 p.m., Monday, April 26
Phoebe Boyer is executive director of the Tiger Foundation, an investment firm, whose mission is to break the cycle of poverty in New York City by offering support to nonprofit organizations serving the city’s neediest families. Boyer is responsible for the overall management of the Foundation. Prior to joining the Foundations, Boyer identified and secured private funds for The After-School Corporation (TASC), an organization established to enhance the quality and availability of after-school programming. Before joining TASC, she was the assistant executive director of Inwood House, a social service agency that works with pregnant and parenting teens. She also has several years of experience in the public and private sectors. Boyer currently serves as the board chair of the New York City Charter School Center and as a board member at Mount Desert Island Biological Laboratory. In addition, Boyer is a member of the inaugural class of the Aspen Institute NewSchools Fellowship: Entrepreneurial Leaders for Public Education.
Session: COF Economy: Revert or Reset – Strategies for the New Normal
Director of Diversity and Inclusiveness, Council on Foundations
1:45 p.m. to 3:00 p.m., Saturday, April 24
Renée B. Branch is director of diversity and inclusive practices for the Council on Foundations, where she works with philanthropic leaders and organizations to advance diversity and inclusiveness as a tool of effectiveness. Branch has 15 years of senior-level experience in management, public administration, and development. Prior to joining the Council, she was an adjunct professor at Washington State University in Vancouver and served as the diversity faculty fellow. In that role, she worked collaboratively with faculty and staff to create an institutional environment that was safe and inclusive for work and learning. Her areas of focus were curriculum and scholarship, recruitment and retention, and campus climate. She was also a member of the Diversity Council and liaison to the Diversity Advisory Board, comprised of local leaders from Southwest Washington and the Portland metropolitan region. Branch has also worked for the Community Foundation for Southwest Washington, the Urban League of Philadelphia, Peirce College, and Johns Hopkins University.
Session: CEO-Trustee Track: Pathways to Leadership
Engagement Director, Sunlight Foundation
10:00 a.m. to 11:30 a.m., Tuesday, April 27
Jake Brewer is engagement director at the Sunlight Foundation, a non-partisan, nonprofit organization based in Washington, D.C., that focuses on the digitization of government data and the creation of tools and Web sites to make that data easily accessible for all citizens. An expert on the transparency community and the importance of engagement between the public and its government, Brewer manages Sunlight's communications, online tools and strategy, campaign organizing, and all external affairs aimed at making government on the local, state, and federal level more transparent. He is a veteran national organizer and social entrepreneur, having served as director of Strategic Communications for the Energy Action Coalition (Power Shift '09), director of Partnerships at Idealist.org, and director of Education Without Borders. Brewer and his team are responsible for outreach and citizen activism campaigns, like the highly successful "Read the Bill" initiative, which helped push Congress to post legislation online for public disclosure and comment, and the recently launched Public=Online national campaign.
Session: Get Online and Thrive Online: What Foundations Need to Know
Executive Director, The Ruckus Society
10:30 a.m. to 12:00 p.m., Monday, April 26
Adrienne Maree Brown is executive director of The Ruckus Society, an institute that has trained social justice organizers for more than a decade and brings nonviolent direct action training and action support to communities impacted by economic, environmental, and social oppression. She is also a national coordinator for the 2010 U.S. Social Forum. Brown facilitates the development of organizations throughout the movement, including the Young Women’s Empowerment Project, New Orleans Parents Organizing Network, ColorofChange.org, and Detroit Summer. A co-founder of the League of Pissed Off/Young Voters and graduate of the Somatics and Social Justice, Art of Leadership, and Art of Change year-long trainings, Brown is obsessed with learning and developing models for action, community strength, movement building, and transformation. A writer, singer and organizer, Brown was also a founder of the League of Young Voters. In addition, she sits on the boards of Allied Media Projects.
Session: Movement Building for Social Justice
Vice-President, The Seattle Foundation
1:45 p.m. to 3:30 p.m., Tuesday, April 27
Michael Brown is vice president of Community Leadership at The Seattle Foundation, one of the nation’s largest community foundations, established to create positive community change across King County, WA, through engaged philanthropy, community knowledge, and leadership. Brown’s main responsibilities are developing and implementing initiatives addressing challenging and complex community issues, conducting research, reviewing funding proposals, and making funding recommendations to The Seattle Foundation Board. Prior to joining the Seattle Foundation, Brown served as a legislative aide in the City of Seattle government. He also served as deputy director for the Washington Association for Community Economic Development, a nonprofit organization that provided training and technical assistance to statewide community-based development organizations. Brown serves on numerous boards, including of Building Changes, Impact Capital, King County Housing Authority, and the Washington State Budget and Policy Center. He also serves on the Interagency Committee for the Committee to End Homelessness in King County. In addition, Brown is an American Marshall Memorial Fellow and a graduate of Leadership Tomorrow.
Session: API: Going to Scale in Jobless Recovery: The National Fund for Workforce Solutions and Regional Strategies for Success
President, Center for Effective Philanthropy
3:15 p.m. to 4:30 p.m., Saturday, April 24
Phil Buchanan is president of the Center for Effective Philanthropy (CEP), a nonprofit organization providing management and governance tools to define, assess, and improve overall foundation performance. As CEP’s first chief executive, Buchanan has built a research team, secured funding, developed a research agenda, and managed the development and introduction of new performance assessment tools. Under his leadership, the organization has grown into the leading provider of comparative performance data to large foundations and other grantmaking institutions. CEP’s research reports have shaped practice and understanding among foundation CEOs and trustees, and its assessment tools have been used by 200 foundations located in the United States, Canada, the UK, and Israel. Currently, Buchanan sits on the advisory board of Great Nonprofits and serves on the Committee to Encourage Corporate Philanthropy’s Awards Selection Committee. He is a former member of the Independent Sector’s Ethics and Accountability Committee. Buchanan was named to the Nonprofit Times “Power and Influence Top 50” list in 2007 and 2008.
Session: CEO-Trustee Track: Data on Foundation Effectiveness: What a Trustee Needs to Know
President, McGregor Fund
10:00 a.m. to 10:30 a.m., Saturday, April 24
C. David Campbell is president of the McGregor Fund, a private, independent foundation that concentrates its grantmaking activities in metropolitan Detroit, focusing on human services, education, arts and culture, health, and public benefit. Campbell was elected to the board of the Council on Foundations in 2004, and he chairs the Council’s Professional Development Committee, which is leading the Council’s development of programs to strengthen private foundation leadership throughout the country. Campbell is very active in the Detroit metropolitan community and serves on numerous national and local boards, including Alma College, the Detroit Riverfront Conservancy, Detroit LISC, The League/Learning to Give, and New Detroit, Inc. He was a trustee of the Council of Michigan Foundations from 1995 to 2004, and served as its chair from 2001 to 2003. In addition, Campbell previously served on the boards of the Greater Downtown Partnership (Detroit), City Connect Detroit, and City Year Detroit.
Session: CEO-Trustee Track: Welcome — Insights for Philanthropic Leadership
Trustee, Stuart Foundation
3:15 p.m. to 4:30 p.m., Saturday, April 24
Davis Campbell has served on the Stuart Foundation Board of Trustees since 2008 and active in education in California at the state and district level for over 30 years. Campbell served as executive director of the California School Boards Association from 1988 to 2001 and as executive director of the California Institute for School Improvement and managing partner of SRA Associates. From 1977 to 1983 he served as deputy superintendent of Public Instruction for the State of California. He serves on a number of state-level boards in public education, including EdSource (president, 2007-2009); the Center for the Future of Teaching and Learning (founding board president); the California Institute for School Improvement; and the California Cities, Counties, Schools Partnership (founding board member). Campbell currently serves as president of the Governance Institute for the California School Boards Association, and he is an elected trustee of the Yolo County Board of Education and a senior fellow at the University of California, Davis School of Education.
Session: Data on Foundation Effectiveness: What a Trustee Needs to Know
Director, Illinois Campaign for Political Reform
10:30 a.m. to 12:00 p.m., Monday, April 26
Cynthia Canary is director of the Illinois Campaign for Political Reform (ICPR), a statewide, non-partisan education and advocacy organization, established by the late Senator Paul Simon. ICPR conducts research and advocates reforms to promote civic participation, address the role of money in politics, and encourage accountability in government. ICPR recently led the successful campaign to implement campaign finance reform in Illinois. Prior to joining ICPR, Canary was executive director of the League of Women Voters of Illinois, where she helped lead the successful effort to implement the National Voter Registration Act in Illinois. She has also worked in the Public Education Division of the American Bar Association and has had experience in both state and local government. Canary serves on the boards of the Mikva Challenge, the Chicago Appleseed Foundation, and the Justice at Stake Campaign, and she is a frequent media commentator on campaign finance, election, ethics, and judicial reform.
Session: Citizens United vs. FEC Supreme Court Decision: Victory for Free Speech or Threat to Democracy?
Speaker of the House, Colorado House of Representatives
Representative Terrance D. Carroll is the 34th speaker of the Colorado House of Representatives and the first African American to hold that top leadership role. Carroll’s first elective office was his current seat in the 65-member chamber, where he has served since 2003, representing House District 7, an area that encompasses northeast Denver. During the 2008 session, he served as assistant majority leader. Carroll is known as the “go-to guy” for writing legislation on criminal justice and legal policy and is respected for being a strong advocate for numerous social justice causes. He is also an ardent supporter of education reform. He is an attorney with Greenberg Traurig, LLP, as well as an ordained minister. In addition, Carroll serves as a member of the Colorado Lawyers Committee’s Election Law Task Force; an executive council member of the Minoru Yasui Inns of Court; and on the steering committee of the Denver Lawyer Chapter of the American Constitution Society.
Session: Immigrant Integration: National Trends, Local Influences
CEO and President, Silicon Valley Community Foundation
10:30 a.m. to 12:00 p.m., Monday, April 26
Emmett D. Carson is the first CEO and president of the Silicon Valley Community Foundation, which is dedicated to advancing civic engagement to address the most challenging problems facing San Mateo (CA) and Santa Clara (CA) counties. Prior to this appointment, Carson served as president and CEO of The Minneapolis Foundation, where he pioneered several community initiatives, and before his tenure with The Minneapolis Foundation, he served as the first manager of the Ford Foundation’s worldwide grantmaking program on philanthropy and the nonprofit sector. Carson serves on several nonprofit boards, including Blue Cross Blue Shield of Minnesota, Northern California Grantmakers, and Southern Education Foundation. He is the recipient of numerous nonprofit leadership awards, including recognition by The Nonprofit Times as “one of the 50 most influential nonprofit leaders in the United States.”
Session: Let's Go Outside: Building External Champions for Foundations
Attorney, Legal Aid Society
1:45 p.m. to 3:30 p.m., Tuesday, April 27
Ben Carter is an attorney with the Housing Unit of the Legal Aid Society in Louisville, KY, which provides free civil legal services to low-income families and individuals facing serious threats to their physical and economic well-being. Carter’s practice focuses on defending homeowners facing foreclosure. After spending his first two months at Legal Aid on hold with various banks, he worked with court officials, lenders’ attorneys, and service providers to create the Foreclosure Conciliation Project—an effort to reduce the communication barriers between homeowners and banks and to help make the foreclosure process less traumatic and more educational for those in the process of losing their homes. Carter also serves as managing attorney of the Homebuyer Protection Project, a program that provides free legal counsel to limited-income people buying or refinancing a home in Jefferson County. Launched in 2008, the program helps pur¬chasers avoid predatory loans that may result in unsustainable finan¬cial commitments and economic instability.
Session: API: Foundation Interventions in the Foreclosure Crisis
Senior Program Officer, Danville Regional Foundation
1:45 p.m. to 3:30 p.m., Tuesday, April 27
Clark Casteel is a senior program officer with the Danville Regional Foundation, based in Danville, VA, which seeks to develop, promote, and support activities, programs, and organizations that improve the health, welfare, and education of the residents of the primary service areas of Danville Regional Medical Center and the Dan River region. Casteel’s work at the Foundation focuses on workforce development and education issues. He also serves as chair of the Dan River Region Collaborative Funder’s Committee. Prior to joining the Danville Regional Foundation in 2008, Casteel was with Three River’s Planning and Development District in Mississippi, where he served as director of the Mississippi Partnership Workforce Investment Board. He was also part of the team that recruited and located a major industrial project to the Tupelo region.
Session: API: Going to Scale in Jobless Recovery: The National Fund for Workforce Solutions and Regional Strategies for Success
Board Chairman, The Dallas Foundation
10:30 a.m. to 11:30 a.m., Saturday, April 24
John R. Castle, Jr. is an attorney and board chairman of The Dallas Foundation, the oldest community foundation in Texas, which serves as a leader, catalyst, and resource for philanthropy to benefit residents of Dallas County. In addition, Castle is former executive vice president of EDS Corporation, a global information technology company, whose responsibilities included legal affairs, corporate communications, community affairs, government affairs, and public relations. He served as a trustee of The Trinity Forum, a leadership academy that works to cultivate networks of leaders, and now serves on its Board of Advisors as well as a regular moderator. In addition, Castle served as president of the University of Texas (UT) Law School Alumni Association and currently is a trustee of the UT Law School Foundation. He is a member of the American, Texas, and Dallas bar associations and is a fellow of the Texas Bar Foundation. Castle serves on numerous boards of directors is chair-elect of the Metro Dallas Homeless Alliance.
Session: CEO-Trustee Track: Opening Plenary: Negotiating the CEO/Trustee Role
President, Public Education Foundation
10:00 a.m. to 11:30 a.m., Tuesday, April 27
Dan Challener is president of the Public Education Foundation (PEF), based in Chattanooga, TN, where he oversees the Foundation’s efforts to strengthen student achievement in Hamilton County’s public schools. Among PEF’s programs are the Benwood Initiative, which focuses on 16 of the district’s most challenged elementary schools; Middle Schools for a New Society, which brings about innovative improvements in Hamilton County’s 21 public middle schools; and the Hamilton County Leadership Initiative, which provides training and learning opportunities for experienced, new, and future leaders in all schools. Prior to joining the Public Education Foundation, Challener served for seven years as CEO of the Providence Blueprint for Education (PROBE), a community-based advocacy and research project that involved communities in the improvement of public schools in Providence, RI. Challener has also taught high school in New Jersey and served as adjunct faculty of both Brown University and Johnson & Wales University.
Session: Building Systems for College Access and Success: Using Data as a Lever for Systemic Reform
Political Director and Senior Strategist, Green For All
1:45 p.m. to 3:30 p.m., Tuesday, April 27
Vivian Chang is political director and senior strategist with Green For All, a national organization dedicated to building an inclusive green economy strong enough to lift people out of poverty. Chang, an environmental justice advocate, brings to Green For All a background in urban planning and over 15 years of experience with community organizing and policy advocacy. Prior to joining Green For All, she served as the executive director of the Asian Pacific Environmental Network, a nationally recognized environmental justice organization focused on building leadership in Asian immigrant and refugee communities. As a well-recognized, experienced organizer in the Asian community, Chang has spoken on numerous panels as well as in leading mainstream and the most popular Chinese ethnic media outlets. In addition, she is a member of the board of directors for Resource Media. Chang is a recipient of the 2007 Gerbode Fellowship and Oakland’s 2009 Woman of the Year award.
Session: Advance Practice Institutes – Leverage Beyond Pure Grantmaking
Education Program Director, Hewlett Foundation
4:30 p.m. to 6:00 p.m., Sunday, April 25
Barbara Chow is Education program director for the Hewlett Foundation. Previously, Chow served as policy director for the House Budget Committee. From 2001-2007, she was executive director of the National Geographic Education Foundation and vice president for education and children's programs at National Geographic. During the Clinton administration, Chow first served as special assistant to the president for legislative affairs, acting as congressional liaison on economic, budget, and appropriation matters, and then as program associate director at the Office of Management and Budget for education, income maintenance, and labor, as well as deputy director of the White House Domestic Policy Council. Chow served as a member of the board of Grantmakers for Education from 2001 to 2006, the last two years as co-chair and then chairperson; as ex-officio board member of the National Environmental Education Foundation from 2004 to 2006; and as a member of the steering committee of the Geography Education National Implementation Plan from 2001 to 2006.
Session: Federal Policy and Advocacy: Fixing No Child Left Behind and What Foundations Can Do About It
Vice President, Rasmuson Foundation
10:30 a.m. to 12:00 p.m., Monday, April 26
Jeff Clarke is Vice President of the Rasmuson Foundation, a private family foundation in Anchorage, Alaska, that works as a catalyst to promote a better life for Alaskans and supports Alaskan nonprofit organizations in the pursuit of their goals, with particular emphasis on organizations that demonstrate strong leadership, clarity of purpose, and cautious use of resources. In addition to his work with the Council on Foundation’s Task Force, Clarke currently serves as board chair of Philanthropy Northwest and co-chair of the PRI Makers Network. Before joining the Foundation, he consulted in strategy, business process, technology, and performance measurement. Clarke was a member of a small consulting team that designed and rolled out a Fortune 50 firm's proprietary six sigma methodology, credited with significant improvement customer-focus, innovation, product quality, productivity, and profitability. Prior to that, Clarke led operations for a business unit of an international information technology services company.
Session: Technology and Philanthropy in the 21st Century
Vice President, Blue Cross and Blue Shield of Minnesota Foundation
10:30 a.m. to 12:00 p.m., Sunday, April 25
Joan Cleary is vice president of the Blue Cross and Blue Shield of Minnesota Foundation, where she directs grantmaking, policy, leadership development, communications, and evaluation for the state’s largest, private health grantmaker, with assets dedicated to improving the health of Minnesota communities. Over the course of her career in health and human services, Cleary has worked in government, nonprofit, provider, and philanthropy settings to create healthier, more equitable communities. Her past foundation experience includes the W.K. Kellogg Foundation and consultation to Twin Cities-based philanthropies. Cleary chaired the board of the Sheltering Arms Foundation, a statewide children’s philanthropy based in Minneapolis and currently serves as an officer of the board of the National Center for Healthy Housing, Columbia, MD.
Session: Challenges and Opportunities in Health Programs Across Sectors
Managing Director, Cleworth Monticello Associates
10:00 a.m. to 11:15 a.m., Monday, April 26
Montgomery Cleworth is a managing director at Cleworth Monticello Associates, an investment management firm, based in Denver, CO, where his primary responsibility is maintaining client relationships in addition to manager search, asset allocation, and mathematical analysis of hedge fund and fixed income strategies. Cleworth has extensive experience in asset management and has passed the series 3, 5, 7, 24 and 63 securities exams. He was a speaker at the Foundation Financial Officers Group (FFOG) annual conference on the topic of the role of alternatives in foundation portfolios. Cleworth serves on the board of the Denver Museum of Nature and Science (DMNS) as well as the board of the DMNS Foundation, which supports the museum.
Session: Madoff, The Markets, and Trustee Liability
Founder and Principle, Clohesy Consulting
1:45 p.m. to 3:30 p.m., Tuesday, April 27
Stephanie J. Clohesy is founder and principle of Clohesy Consulting, an organizational development firm offering a broadband of planning, research, and design services to philanthropic foundations and national and international nonprofit institutions throughout the U.S. and globally. Working in the nonprofit and philanthropic sector over thirty-five years, Clohesy has substantial leadership experience in public policy, systemic social change, national and international civil society, philanthropy, and human rights issues. She provides strategic planning, research, strategic program design, organizational development, and structural design of organizations and team performance. Prior to establishing her consulting practice in 1993, Clohesy was a program officer for the W.K. Kellogg Foundation, executive director of the NOW Legal Defense and Education, director of the Foreign Policy Association’s Fund for the Future, and administrative director of the Center for Policy Research.
Session: API: Getting More Intentional about Innovation
Chairman and CEO, The Cohen Group
8:00 p.m. to 9:30 p.m., Monday, April 26
William S. Cohen is chairman and CEO of The Cohen Group, an international business consulting firm, based in Washington, D.C. Prior to founding The Cohen Group, he served as the United States Secretary of Defense under President Clinton from January 1997 to 2001. Secretary Cohen also served as a three-term United States Senator from Maine from 1979 to 1997 and as a three-term member of the United States House of Representatives (representing Maine’s 2nd congressional district) from 1973 to 1979. From his very first days in Washington, Secretary Cohen was singled out as a future American leader. In 1974, during his very first term in Congress, TIME magazine named him as one of "America's 200 Future Leaders," and the following year the U.S. Junior Chamber of Commerce named him one of the "Ten Outstanding Young Men in America." In addition, Secretary Cohen has written a number of books, including mysteries, poetry, and (with George Mitchell) an analysis of the Iran-Contra affair. After 31 years of public service, Secretary Cohen leaves behind a record of unparalleled accomplishment, integrity, and respect, and takes with him unrivaled knowledge, reputation, and relationships, across America and around the globe.
Sessions: Play: Anne and Emmett — Q&A with Janet and Race Confidential: The Myth of a Post-Racial Society
President and CEO, Council of Michigan Foundations
10:30 a.m. to 12:00 p.m., Monday, April 26
Robert S. Collier is president and CEO of the Council of Michigan Foundations (CMF), the nation’s largest regional association of grantmakers since 2000, serving more than 350 organizational members that include family foundations, corporate foundations and giving programs, independent and community foundations, and public charities of all sizes. As host to guests from throughout the world, CMF is recognized internationally as a resource on community foundations, youth as grantmakers, and the role of support organizations to organized philanthropy. Collier’s career in philanthropy includes service as program officer with the C.S. Mott Foundation, grants director for the Gannett Foundation, executive director of Rotary Charities of Traverse City, and founding director of the Grand Traverse Regional Community Foundation. Collier serves on numerous boards, commissions, and taskforces, including the Michigan Nonprofit Association, the Michigan Community Service Commission, the Michigan Municipal League Foundation, the Council on Foundations, and secretary of the Forum of Regional Associations of Grantmakers.
Session: Trading Power: What Next Gen Offers in Exchange for What Seasoned Leaders Provide
Vice President, Jessie Ball duPont Fund
4:30 p.m. to 6:00 p.m., Sunday, April 25
Mark D. Constantine is vice president for Strategy, Policy, and Learning at the Jessie Ball duPont Fund in Jacksonville, FL., and has served for more than a decade as a consultant to foundations and national nonprofit organizations on issues related to governance, strategy, and learning. His clients have included CFED, Demos, First Nations Development Institute, Ford Foundation, Foundation for the Mid South, Lilly Endowment, Louisiana Disaster Recovery Foundation, Robert Wood Johnson Foundation, and the Southern Education Foundation. Constantine was the Jessie Ball duPont Fund’s first Senior Fellow. In addition, he served as the assistant executive director of the Kathleen Price Bryan Family Fund. Constantine has authored several books, including “Wit and Wisdom: Unleashing the Philanthropic Imagination,” “Travelers on the Journey: Pastors Talk about Their Lives and Commitments,” “ Where Hope and History Rhyme: Reflections and Findings from the MidSouth Commission to Build Philanthropy,” and “Taking a Public Stand: Exploring the Connections between Religious Organizations and Community Philanthropy.”
Session: Philanthropic Strategies to Address Poverty and Disparity Using a Race + Gender Lens
Washington Bureau Chief, Mother Jones
David Corn is Washington, D.C. bureau chief for Mother Jones, an independent, nonprofit magazine known for its investigative reporting. Prior to heading Mother Jones’ D.C. bureau, Corn spent 20 years as the Washington editor of The Nation. He writes on a host of subjects, including politics, the White House, Congress, and the national security establishment. Corn has written for a wide range of leading newspapers and magazines, including Washington Post, New York Times, Los Angeles Times, Philadelphia Inquirer, Boston Globe, Newsday, Harper's, The New Republic, the Village Voice, Slate, and Salon; he is the author and co-author of New York Times best-selling books, including “Hubris: The Inside Story of Spin, Scandal, and the Selling of the Iraq War,” with Michael Isikoff; and he is a frequent and prominent commentator on television and radio news shows, including On the Record with Greta Van Susteren, Fox News Sunday, Washington Week in Review, The McLaughlin Group, Hardball, C-SPAN's Washington Journal, and NPR's The Diane Rehm Show.
Session: The War on Children: Gun Violence in U.S. and Mexican Cities
Director, Robert Wood Johnson Foundation
10:00 a.m. to 11:30 a.m., Tuesday, April 27
Adam Coyne is director of public affairs with the Robert Wood Johnson Foundation (RWJF), one of the nation’s largest health care foundations, which seeks to improve the health and health care of all Americans. Coyne has more than 15 years of experience in developing and implementing strategic communications programs and marketing, organizational messaging and branding, media relations, and policymaker and opinion leader outreach. As director of public affairs and social media at RWJF, Coyne is responsible for highlighting the Foundation’s goals, programs, research, and other activities with external audiences; directing the Foundation’s social media strategy; and managing executive communications. He views his work as an exceptional opportunity to work across all program areas, helping to promote better health and health care through communications campaigns, strategies, and tactics. Prior to RWJF, Coyne worked in senior communications positions with several nonprofit organizations, including the City of Hope National Medical Center, the Los Angeles County Museum of Art, and the Elizabeth Glaser Pediatric AIDS Foundation.
Session: Get Online and Thrive Online: What Foundations Need to Know
Former President and CEO, JEHT Foundation
10:00 a.m. to 11:15 a.m., Sunday, April 25
Robert Crane is former president and CEO of the JEHT Foundation, a grantmaking, nonprofit foundation with a major focus on civil liberties advocacy and criminal justice reform, from 2002 until it closed in early 2009, a casualty of the Madoff scandal. Early in his career, Crane was a policy analyst and writer for the Education Commission of the States in Denver, CO. He relocated to New York and spent several years as a program consultant, working primarily with colleges and universities, before taking a position with the Lincoln Center Institute. In early 1987, he joined the Joyce Mertz-Gilmore Foundation, serving initially as vice president of Programs and later as president from 1997 through 2001. In 1995, he received the Robert W. Scrivner Award for creativity in grantmaking from the Council on Foundations. Crane currently is the treasurer and a member of the Energy Foundation Executive Committee and serves as an outside member of the International Council on Clean Transportation Audit Committee.
Session: CEO-Trustee Track: Madoff, The Markets, and Trustee Liability
Managing Director, Museum of Science and the National Center for Technological Literacy
3:00 p.m. to 4:30 p.m., Monday, April 26
Patti Curtis is managing director of the Washington, D.C., office of the Museum of Science and the National Center for Technological Literacy. Curtis aims to advance technological literacy and K-12 engineering education across the nation by advocating for federal and state policies and programs to enhance formal and informal technology and engineering education and learning. Curtis currently sits on the U.S House of Representatives Science, Technology, Engineering and Mathematics (STEM) Education Caucus Steering Committee, the STEM Education Coalition, the Purdue INSPIRE K-12 Engineering Outreach External Advisory Panel, and the Triangle Coalition Board. Previously, she served as a government relations representative for the American Society of Mechanical Engineers, as a leader of the STEM Education Coalition, as the director of government relations for the National Association of the Remodeling Industry, and as legislative analyst for the Transportation Institute. In addition, Curtis worked for the South Carolina state legislature and the state’s Department of Parks, Recreation and Tourism.
Session: It Is Rocket Science: The Imperative of STEM
Vice President, Chicago Foundation for Women
1:45 p.m. to 3:30 p.m., Tuesday, April 27
Shelley A. Davis is vice president of Programs and Advocacy with the Chicago Foundation for Women, whose work is rooted in three human rights principles: economic security, freedom from violence, and access to health services and information. As vice president of Programs and Advocacy, Davis oversees the Foundation’s grant portfolios, grantee education activities, and public education programs, and she leads the foundation’s advocacy initiatives. As a founder of the Women’s Economic Security Campaign, which aims to elevate the voices of women’s foundations to dismantle poverty, Davis has been an advocate within the nonprofit sector and committed to supporting the leadership, management, and infrastructure needs of nonprofit organizations and advocacy groups working for public policy change. She has also counseled domestic violence victims and survivors and has advocated for women’s employment in nontraditional, high-wage construction work. Prior to joining the Chicago Foundation for Women, Davis was a program officer with the Joyce Foundation, and she is a 2008 Leadership Greater Chicago Fellow.
Session: API: Leverage Beyond Pure Grantmaking, Advocacy to Advance a Social Change Agenda
Deputy Director, Bill and Melinda Gates Foundation
4:30 p.m. to 6:00 p.m., Monday, April 26
John E. Deasy is deputy director of Education with the Bill and Melinda Gates Foundation, where he leads the programmatic work on effective teaching. Prior to joining the foundation, Deasy served as superintendent of the Prince George’s County, Maryland, Public Schools, where he earned a national reputation for his leadership in significantly narrowing the achievement gap between low-income and minority students and their peers. Previously, he served as superintendent of the Santa Monica-Malibu Unified School District in California and of the Coventry Public Schools in Rhode Island. In all three districts, Deasy championed rigorous and ambitious learning opportunities for youth, fair teacher and administrator evaluations, pay-for-performance, staff development and training, and data-based decision making and has nearly three decades of extensive, successful experience in education. Deasy has been a Broad Fellow, an Annenberg Fellow, a State Superintendent of the Year, a presenter at numerous state and national conferences, and a consultant to school districts undertaking high school reform and district-wide improvement strategies.
Session: Seeking Excellence at Scale: Strategies for Urban School Reform
Program Officer, Arcus Foundation
1:45 p.m. to 3:30 p.m., Tuesday, April 27
Trishala Deb is a program officer with the National LGBT Rights Program at the Arcus Foundation. Prior to joining the Arcus Foundation, Deb was program coordinator for LGBT immigrants at the Audre Lorde Project, a community organizing center in New York. Prior to the Audre Lorde Project, she was program manager for the Refugee Family Violence Prevention Project, Newcomers Network, where she supervised a team of domestic violence caseworkers at this Atlanta-based organization, serving immigrants and refugees from East and West Africa, Latin America, Southeast Asia, Eastern Europe, and the Middle East, and she developed curricula and provided technical assistance to domestic violence organizations, state and federal agencies, district attorneys’ offices and the Atlanta police department. Deb, a seasoned grassroots organizer, has worked as a social worker and community organizer in North Carolina, Georgia, and New York City, focusing on welfare rights, domestic violence, immigrant, and refugee/women's/LGBT rights, as well as building progressive spaces within the South Asian community.
Session: Intersectionality 101: Reaching Underserved Populations with Solutions that Last
Chairman and CEO, X PRIZE Foundation
10:30 a.m. to 12:00 p.m., Monday, April 26
Peter H. Diamandis, M.D., is chairman and CEO of the X PRIZE Foundation, an education nonprofit organization focused on designing and launching large incentive prizes to drive radical breakthroughs for the benefit of humanity. Dr. Diamandis is also an international leader in the commercial space arena, having founded and run many of the leading entrepreneurial companies in this sector. He serves as co-founder and managing director of Space Adventures, the only company to have brokered the launches of private citizens to the International Space Station. He also is co-founder and CEO of Zero Gravity Corporation, a commercial space company developing private, FAA-certified parabolic flight utilizing a Boeing 727-200 aircraft, and the chairman and co-founder of the Rocket Racing League. In 2008, Dr. Diamandis co-founded the Singularity University, where he serves as vice chancellor and chairman. In 1987, he co-founded the International Space University (ISU), where he served as the University’s first managing director. Prior to ISU, Dr. Diamandis served as chairman of Students for the Exploration and Development of Space (SEDS), an organization he founded at MIT in 1980.
Session: Unlocking Social Innovation through Prize Philanthropy
Founder and President, Hip-Hop Association
4:30 p.m. to 6:00 p.m., Sunday, April 25
Martha Diaz is an award-winning community organizer, educator, media producer, social entrepreneur, and the founder and president of the Hip-Hop Association, and over the last 15 years, she has dedicated herself to elevating and innovating communities through the power of hip-hop culture. In addition, Diaz is the producer of the H2O International Film Festival and the Hip-Hop Education Summit. Diaz recently founded the Hip-Hop Education Center for Research, Training, and Evaluation, in collaboration with the Metropolitan Center for Urban Education at NYU. Prior to founding the Hip-Hop Association, Diaz formed Akasha Entertainment, a production and consulting company providing an alternative approach for advertising, marketing, and filmmaking, where she produced socially conscious projects and worked with a diverse list of clients, including the Hakuhodo Agency, African Heritage Network, Americans for the Arts, and UNESCO. Diaz is editor-at-large for Word Beats and Life Journal and a Clinton Global Initiative University member.
Session: Affinity Group: Social Change, Education: Hip Hop Arts in Education
Partner, The Bridgespan Group
10:30 a.m. to 12:00 p.m., Monday, April 26
Susan Wolf Ditkoff is a partner at The Bridgespan Group, a nonprofit organization that helps nonprofit and philanthropic leaders in the hard work of developing strategies and building organizations that inspire and accelerate social change, where her work focuses on effective philanthropy, public education, and infrastructure issues such as capacity building, leadership, and governance. Ditkoff recently co-authored "Galvanizing Philanthropy" in the Harvard Business Review, which explores how philanthropists can increase their impact by getting clear about defining success, getting real about what it takes to create change, and getting better over time. Outside of Bridgespan, Susan serves on the Harvard Business School Alumni Board of Directors and is an elected official on her local school board, where she is chair of the Curriculum Committee. Prior to Bridgespan, Ditkoff’s career included experience helping to start up a $500M health care subsidiary of Merck & Co., which doubled in its first three years; for-profit consulting to financial institutions; and nonprofit consulting in microfinance with McKinsey & Company.
Session: Economy Session: Revert or Reset — Strategies for the New Normal
Executive Director, National Committee for Responsive Philanthropy
10:30 a.m. to 11:30 a.m., Tuesday, April 27
Aaron Dorfman is executive director of the National Committee for Responsive Philanthropy (NCRP), a research and advocacy organization based in Washington, D.C. NCRP works to ensure America’s grantmakers are responsive to the needs of those with the least wealth, opportunity, and power. Before joining NCRP in 2007, Dorfman served for 15 years as a community organizer with two national organizing networks, spearheading grassroots campaigns to improve public education, expand public transportation for low-income residents, and improve access to affordable housing. Dorfman frequently speaks and writes about the importance of diversity in philanthropy, the benefits of foundation funding for advocacy and community organizing, and the need for greater accountability and transparency in the philanthropic sector.
Session: Bringing It Home: Achieving Social Justice in Our Own Sector
Principal, Edge Research
3:00 p.m. to 4:30 p.m., Monday, April 26
Lisa Dropkin is a principal at Edge Research, a Washington D.C.-based marketing research company, serving corporations, nonprofits, foundations, and government agencies. Dropkin works with, and has developed strategic research studies for, a diverse array of clients, from Fortune 1000 companies to progressive nonprofits, including Intuit (the makers of Quicken and TurboTax), the David and Lucile Packard Foundation, and the World Wildlife Fund. Over the years, she has conducted research for a host of conservation organizations and is often sought out to speak on trends in sustainability and conservation. Prior to joining Edge Research, Dropkin served as research director for SeaWeb, an innovative nonprofit specializing in ocean conservation communication. In addition, Dropkin spent seven years at the Mellman Group, a national public opinion research and campaign strategy firm, where she served as vice president.
Session: Beyond Cash Machine: Communicating the Value of Foundations
Director, PricewaterhouseCoopers
3:15 p.m. to 4:30 p.m., Saturday, April 24
John Edie is a director with the Exempt Organizations Tax Services group at PricewaterhouseCoopers in Washington, D.C., where he focuses on tax consulting issues and advises private, family, community, operating, and corporate foundations on many tax policy issues. From 1981 to 2003, Edie served as senior vice president and general counsel of the Council on Foundations. Previously, he served in state government as deputy director of the California Department of Aging and on Capitol Hill as the chief counsel to the U.S. Senate Special Committee on Aging. Edie is the author of more than 10 publications in the field of philanthropy, including “First Steps in Starting a Foundation,” “Beyond Our Borders: Making Grants Outside the U.S.,” and “Family Foundations and the Law.” He is a member of the California and District of Columbia Bar Associations and the Exempt Organizations Committee of the American Bar Association. In addition, Edie has consulted with governments and foundations worldwide.
Session: What if the IRS Audits Your Foundation?
Executive Director, Strive
1:45 p.m. to 3:30 p.m., Tuesday, April 27
Jeff Edmondson is executive director of Strive, a partnership of postsecondary, K-12, business, philanthropic, nonprofit, and civic organizations in Cincinnati and Northern Kentucky aimed at increasing educational aspirations, achievement, and attainment of students throughout the region. Prior to joining Strive, Edmondson most recently served as the foundation officer for KnowledgeWorks Foundation, a nonprofit educational foundation that aims to develop and implement innovative and effective approaches to high school education in the United States, where he assisted the president and CEO by leading and providing support for priority initiatives, communicating the vision and strategies of the Foundation to both local and national audiences, and managing the board of directors. Prior to joining KnowledgeWorks Foundation, Edmondson served as a program assistant at the 21st Century School Fund, where he conducted research, published papers, and wrote legislation on local and national policy issues related to school facilities. In addition, he served as a volunteer and supervisor for four years in Peace Corps Gabon, Central Africa.
Session: API: Successful Students. Productive Citizens. Thriving Cities
Congresswoman, Maryland’s 4th Congressional District
10:30 a.m. to 12:00 p.m., Monday, April 26
Congresswoman Donna F. Edwards, the first African American woman to represent Maryland in the U.S. Congress, represents Maryland’s 4th Congressional District. Rep. Edwards serves on the Transportation and Infrastructure Committee, the Science and Technology Committee, and the Tom Lantos Human Rights Commission. She has enjoyed a diverse career in both the private and nonprofit public sectors. Just prior to serving in Congress, Rep. Edwards was the executive director of the Arca Foundation, which supports organizations and projects that work to advance transparent, accountable, and just policies to promote greater social equity and justice at home and abroad. A lawyer and longtime activist, Rep. Edwards was also the co-founder and executive director of the National Network to End Domestic Violence, leading efforts to pass The Violence Against Women Act of 1994.
Session: Citizens United vs. FEC Supreme Court Decision: Victory for Free Speech or Threat to Democracy?
Executive Director, OpportunityNation
1:45 p.m. to 3:30 p.m., Tuesday, April 27
Mark Edwards is the executive director of OpportunityNation, the next campaign of Be the Change, Inc., which creates national public awareness campaigns to build momentum for citizen service as a practical solution to problems facing our communities and our country. OpportunityNation is seeking to build a national coalition of anti-poverty nonprofit groups, business leaders, thought leaders, and grassroots organizations in an effort to build support for a nonpartisan agenda to expand opportunity across America. Prior to joining Be the Change, Edwards was the managing partner of Edwards & Company, Inc., a marketing and communications company focused on elevating educational institutions and not-for-profit organizations. He has also served on several nonprofit boards, including the board of Horizons for Homeless Children for the last 19 years (as board chair for five years), where he played a critical leadership role in growing that organization into the country’s largest nonprofit focused on the needs of homeless children.
Session: API: Creating an Opportunity Society: A Frame for Bridging the Ideological Divide?
President and CEO, Grantmakers for Effective Organizations
3:00 p.m. to 4:30 p.m., Monday, April 26
Kathleen P. Enright is president and CEO of Grantmakers for Effective Organizations, a national coalition of grantmakers that promotes grantmaker practices that improve nonprofit results. Enright speaks and writes regularly on issues of nonprofit and grantmaker effectiveness at national and regional gatherings of executives and trustees. Previously, Enright served as the group director of marketing and communications for BoardSource, where she was responsible for developing and implementing an organization-wide marketing and communications strategy, building and maintaining a consistent and recognizable brand, supervising the promotion of all products and services, and building public awareness of the importance of strong nonprofit boards. She was also a project manager for the National Association of Development Organizations Research Foundation, where she directed a Ford Foundation-funded project to encourage collaboration between nonprofits and local governments. Enright currently serves as board chair of Fieldstone Alliance and on the advisory boards of The Center for Effective Philanthropy and the Midge Smith Center for Evaluation Effectiveness.
Session: API: Scaling What Works
Executive Director, Medtronic Foundation
8:00 a.m. to 11:00 a.m., Sunday, April 25
10:00 a.m. to 11:30 a.m., Tuesday, April 27
David Etzwiler is executive director of the Medtronic Foundation, whose mission is to improve the health of people and communities throughout the world, and vice president of Community Affairs at Medtronic, Inc., the global leader in medical technology. In his role, Etzwiler leads the development and implementation of Medtronic’s worldwide philanthropy strategies, with primary responsibility for the development of major partnerships and strategic relationships with local, national, and international organizations. He previously served as senior director of Government Affairs and the Foundation at Medtronic. Before joining Medtronic, Etzwiler was director of The Day One Project, a partnership of the Allina Foundation, Minnesota’s domestic violence shelters, and the United Way of Minneapolis. In addition, he has served in executive positions at Family & Children’s Service and Family Service St. Croix and practiced law at Leonard, Street and Deinard, P.A. Etzwiler serves on the board of the National Council on Foundations and chairs the Corporate Committee of the Council.
Session: Opening Session for Corporate Grantmakers: Authentic CSR: Moving Beyond Corporate Philanthropy for Social Change AND Business Impact
Session: An Opportunity for All: Rebuilding Haiti’s Social Infrastructure
Vice President and General Counsel, Council on Foundations
10:00 a.m. to 11:15 a.m., Sunday, April 25
Janne G. Gallagher became vice president and general counsel of the Council on Foundations in April 2003, after four years as deputy general counsel. Prior to joining the Council, Gallagher spent 17 years in the private practice of law, most recently at the Washington, D.C., law firm of Caplin & Drysdale, where she specialized in the representation of tax-exempt organizations. The author of numerous articles, she speaks frequently on legal issues affecting private foundations and other grantmaking institutions. Gallagher is a member of the District of Columbia Bar and the Exempt Organization Committee of the American Bar Association’s Tax Section for which she co-chairs the Community Foundations Subcommittee.
Session: CEO-Trustee Track: Madoff, The Markets, and Trustee Liability
Senior Program and Policy Analyst, Nemours
3:00 p.m. to 4:30 p.m., Monday, April 26
Allison Gertel-Rosenberg serves as senior program and policy analyst in the Office of the Vice President of Policy and Prevention at Nemours, one of the nation’s leading pediatric health systems, dedicated to advancing higher standards in children’s health. Gertel-Rosenberg leads the organization’s effort to quantify the social return on investment of Nemours’ investment in prevention, focused on healthy eating and physical activity. Gertel-Rosenberg maintains a key role in local and national planning, acting as advisor on important strategic and operational matters and managing special projects, including national collaborations and executive communications. Previously, Gertel-Rosenberg was program manager for the Office of Policy Development for the Division of Addiction Services at the New Jersey Department of Human Services, responsible for supervising a staff of researchers engaged in addiction-related research and overseeing treatment-related data collection and analysis. Gertel-Rosenberg has published and presented on investment in childhood health, patterns of drug abuse, assessment of prevention programs, and youth smoking cessation.
Session: Clearing the Path to Health: Creating Conditions for Healthy Eating and Active Living
Vice President, Annie E. Casey Foundation
3:00 p.m. to 4:30 p.m., Monday, April 26
Robert P. Giloth is vice president of the Center for Family Economic Success at the Annie E. Casey Foundation, a private philanthropy dedicated to helping build better futures for disadvantaged children in the United States. Giloth is responsible for planning and integrating economic opportunity and place-based investments, including the foundation’s workforce development agenda. Giloth has worked for nonprofits for over 30 years, with a focus on community economic development. Prior to joining the Foundation, he managed community development corporations in Baltimore and Chicago and was deputy commissioner of Economic Development under Mayor Harold Washington. Giloth has written and edited numerous books and articles on workforce policy and economic development, including “Jobs and Economic Development: Strategies and Practice; Workforce Intermediaries for the Twenty-First Century;” “Workforce Development Politics: Civic Capacity and Performance”; “Economic Development in American Cities: The Pursuit of an Equity Agenda”; and “Nonprofit Leadership: Life Lessons from an Enterprising Practitioner.”
Session: Post-Recession Workforce Innovations: Smart Ideas for the Public, Private, and Philanthropic Sector
President, Carnegie Corporation of New York
8:00 a.m. to 9:45 a.m., Sunday, April 25
Vartan Gregorian is president of the Carnegie Corporation of New York, a grantmaking institution founded by Andrew Carnegie in 1911. Prior to his current position, Gregorian served for nine years as president of Brown University; and for eight years prior to Brown, Gregorian served as a president of the New York Public Library, an institution with a network of four research libraries and 83 circulating libraries. He serves on the boards of the Institute for Advanced Study, Brandeis University, Human Rights Watch, the World Trade Center Memorial Foundation, and the Museum of Modern Art. He also served on the boards of the J. Paul Getty Trust, the Aga Khan University, the McGraw-Hill Companies, and the Bill and Melinda Gates Foundation. Gregorian’s numerous civic and academic honors include over 60 honorary degrees, including those from Brown, Dartmouth, Johns Hopkins, University of Pennsylvania, the Juilliard School, Fordham University, Carnegie Mellon University, and most recently, Keio University, University of Miami, and the University of St. Andrews.
Session: CEO-Trustee Track: Breakfast Plenary: Philanthropic Leadership for Education or Anything Else
Vice President, Andrea and Charles Bronfman Philanthropies
10:30 a.m. to 12:00 p.m., Monday, April 26
10:00 a.m. to 11:15 a.m., Sunday, April 25
Sharna Goldseker is vice president of Andrea and Charles Bronfman Philanthropies (ACBP), where she directs 21/64, a nonprofit consulting division specializing in next generation and multigenerational strategic philanthropy. In this capacity, Goldseker facilitates Grand Street, a network of 18-28 year olds who are, or will be, involved in their family’s philanthropy; manages Slingshot, a funding collaborative for Jewish funders in their 20s and 30s; speaks and consults on generational transitions using 21/64’s uniquely developed tools such as the Grandparent Legacy Project; and trains other grantmakers and consultants on 21/64’s approach to multigenerational philanthropy. She has 13 years of experience in the nonprofit sector, including 10 in the philanthropic field as a grantmaker and consultant to families, foundations, and federations on next generation and multigenerational philanthropy. Prior to ACBP, Goldseker was a program officer at Philanthropy Advisors, where she managed grantmaking in the areas of legal rights, reproductive health, social justice, and the environment. Sharna currently serves on the board of the Goldseker Foundation, as well as the Council on Foundations’ Committee on Family Philanthropy and Next Generation Task Force.
Session: Trading Power: What Next Gen Offers in Exchange for What Seasoned Leaders Provide
Session: CEO-Trustee Track: The Next Generation Trustee: Insights into Engaging the Next Generation
Federal Policy Director, National Skills Coalition
1:45 p.m. to 3:30 p.m., Tuesday, April 27
Rachel Gragg is federal policy director for National Skills Coalition, a broad-based coalition of more than 1,400 organizations that engages in organizing, advocacy, and communications to advance state and federal policies aimed at investing in and increasing the skills of American workers in every industry. Gragg directs the organization's Washington-based efforts to advance a national skills strategy within federal legislation, agency regulation, and national funding initiatives and assists local leaders in federal policy advocacy both within Washington and in their home districts. She also works with National Skills Coalition Regional Field Directors and local partners to help improve state and local implementation of federal programs. Gragg was previously a senior policy analyst for the Center for Community Change (CCC), where she coordinated national efforts to engage grassroots organizations in legislative advocacy. Prior to CCC, Gragg was legislative assistant to the late Senator Paul Wellstone, where her work included negotiating successful legislative initiatives, including increasing the Social Services Block Grant by $1 billion.
Session: API: Leverage Beyond Pure Grantmaking, Advocacy to Advance a Social Change Agenda
Executive Director, Grants Managers Network
4:30 p.m. to 6:00 p.m., Sunday, April 25
Michelle Greanias is executive director of Grants Managers Network (GMN), a membership coalition of 1,400 professional grantmakers from 1,000 grantmaking organizations who represent the breadth of the philanthropic community. Greanias has spent most of her career in philanthropy, serving most recently as managing director of Grants, Loans, and Procurement at the Fannie Mae Foundation. While at the Fannie Mae Foundation, she led a grants management team that supported $45 million in annual grants targeted primarily to housing and community development nonprofits. The Foundation’s efforts also included grantmaking to homelessness, youth, arts, research, and human services organizations. In addition, she oversaw servicing of the Foundation’s $20 million affordable housing loan fund and managed employee giving programs for more than 5,000 employees. Greanias speaks and writes regularly on effective grants management practices and has consulted with government and private sector grants programs to increase the effectiveness and efficiency of their grantmaking operations.
Session: You Want to What? Effecting Change and Building Support for Streamlining
Executive Director, Groups of Institutes, Foundations and Enterprises
4:30 p.m. to 6:00 p.m., Sunday, April 25
Fernando Rossetti Ferreira is executive director of Group of Institutes, Foundations and Enterprises (GIFE), South America’s first association of grantmakers, based in São Paulo, Brazil. GIFE is a nonprofit network that brings together private social investors to encourage a partnership for community action, investing in social, cultural, and environmental projects with public purpose. GIFE currently works with more than 120 membership organizations toward achieving these goals. In 2005, the organization’s Private Social Investment Network completed 10 years of formal operation, with the mission of refining and disseminating concepts and best practices for the use of private funds for the common good. Prior to his tenure at GIFE, Ferreira was the executive secretary for the Participation Experiences Network, a consultant for the Latin America Business Council, and executive director of São Paulo-based Aprendiz. Ferreira is also a senior fellow with Synergos, a network of international leaders committed to collaborative efforts that address the underlying causes of poverty and inequity.
Session: Global Philanthropy Leadership Initiative
Deputy Director, 21st Century Fund
1:45 p.m. to 3:30 p.m., Tuesday, April 27
Jason Franklin is deputy director of the 21st Century School Fund, a nonprofit organization based in Washington, D.C., whose mission is to build the public will and capacity to improve urban public school facilities. Franklin has a background in urban policy, social justice philanthropy, public education reform, and nonprofit strategy and leadership. He is a lecturer on Public Administration at New York University's Wagner Graduate School of Public Service and teaches courses on philanthropy and nonprofit management. His research focuses on the role of private philanthropy in policymaking. He serves on the boards of the North Star Fund, Bolder Giving, and Resource Generation; the steering committee of the Social Justice Philanthropy Collaborative; and the advisory board of Wealth for the Common Good. Previously, Franklin managed the Rockefeller Foundation's Next Generation Leadership Network and has held positions with the Lower Manhattan Cultural Council, the White House Office of National AIDS Policy, Aspen Institute, and the Oregon Commission on Children and Families.
Session: Advance Practice Institutes – Successful Students. Productive Citizens. Thriving Cities
Executive Director, Tennessee Immigrant and Refugee Rights Coalition
10:00 a.m. to 11:30 a.m., Tuesday, April 27
Stephen Fotopulos is executive director of the Tennessee Immigrant and Refugee Rights Coalition (TIRRC), a statewide, immigrant and refugee-led collaboration whose mission is to empower immigrants and refugees throughout Tennessee to develop a unified voice, defend their rights, and create an atmosphere in which they are recognized as positive contributors to the state. Fotopulos previously served as policy director with TIRRC, becoming a nationally recognized expert on immigration policy through his partnerships with grassroots organizers and communities to translate complex policy positions into effective campaign strategies. He also served as a logistics officer in the U.S. Navy, living and working in the Mediterranean and the Persian Gulf. Fotopulos sits on several boards and advisory councils dealing with immigration, including the Mayor's New Americans Advisory Committee in Nashville; the Tennessee Alliance for Legal Services, where he serves as co-chair of the Task Force on Immigrants and Refugees; and Tennessee Supreme Court's Access to Justice Commission, where he a member of the Disabilities & Language Minorities Committee.
Session: Volunteerism and Social Innovation
Founder and CEO, Civic Ventures
10:30 a.m. to 12:00 p.m., Monday, April 26
Marc Freedman is the founder and CEO of Civic Ventures, a nonprofit helping society achieve the greatest return on experience by working to define the second half of adult life as a time of individual and social renewal. Freedman spearheaded the creation of the Experience Corps, now America's largest nonprofit national service program engaging Boomers, and The Purpose Prize, which annually provides monetary awards to social entrepreneurs in the second half of life. In addition, he is the author of three books: “Encore: Finding Work That Matters in the Second Half of Lif;” “Prime Time: How Baby Boomers Will Revolutionize Retirementand Transform America;” and “The Kindness of Strangers.” His new book, “Shift,” about the invention of a new stage of life, will be published in January 2011. Recognized by Fast Company in 2007, 2008, and 2009 as one of the nation's leading social entrepreneurs, Freedman has been honored with numerous awards and fellowships, including an Ashoka Senior Fellow and recipient of the 2010 Skoll Award in Social Entrepreneurship.
Session: Movement Building for Social Justice
Executive Director, State Voices
10:30 a.m. to 12:00 p.m., Monday, April 26
Ryan Friedrichs is executive director of State Voices, an innovative national network, built from the states up, that links over 600 diverse, talented, grassroots organizations across 16 states. State Voices provides cutting-edge shared technology, issue and strategic expertise, rigorous joint planning and evaluation, and national support to build capacity and long-term power. For the past 15 years, Friedrichs has fought to empower communities historically underrepresented in our democracy. He has worked with the United Farm Workers, served as executive director of Michigan Voice, as well as the Youth Vote Coalition and the Young Voter Alliance. In 2002, he published the nation's first field study on how coordinated campaigns can use young voters to win elections. In addition, Friedrichs was a consultant to former U.S. Senator Hillary Rodham Clinton and a former writing assistant for Al Franken.
Session: Movement Building for Social Justice
Director, Kate B. Reynolds Charitable Trust
8:00 a.m. to 5:00 p.m., Saturday, April 24
Lori Fuller is director of Evaluation and Research at the Kate B. Reynolds Charitable Trust, an independent foundation, based in Winston-Salem, NC, that funds health care statewide and human services in Forsyth County to improve the quality of health for financially needy North Carolinians. Over the past 10 years, Fuller has built the evaluation capacity of the Trust, worked to improve its knowledge management and grants management processes, and helped to shape recent strategic shifts at the Trust. The Evaluation and Research division parallels the Trust’s cultivation of areas of emphasis within its Poor and Needy and Health Care divisions and not only assesses grantee fidelity to stated goals but also examines what the Trust’s grantees and other stakeholders need to do to increase their impact. The Trust views evaluation as a means of both fostering honest dialogue with grantees about adapting to changed circumstances and enhancing its collective performance.
Session: Essential Skills and Strategies for New Grantmakers
Program Manager, Grantmakers for Children Youth & Families
4:30 p.m. to 6:00 p.m., Sunday, April 25
Maya C. Garrett is program manager for Grantmakers for Children Youth & Families (GCYF), a membership association that serves as a point of contact for grantmakers seeking collegial and collaborative relationships with other funders concerned with children, youth, and families. Prior to joining GCYF, Garrett served as the director of Outreach and Training for a community-based arts/education nonprofit in Washington, D.C., serving youth with special needs. Additionally, she served as a program manager for the Education Trust, Inc., a national educational advocacy organization. She began her career in child and family advocacy with the Children’s Defense Fund, the nation’s premier advocacy group for children and families, as the program assistant for its Family Income Division. Garrett has worked in the child and family advocacy community, locally and nationally, on a wide spectrum of issues ranging from public school education reform to the elimination of child and family poverty.
Session: Philanthropic Strategies to Address Poverty and Disparity Using a Race + Gender Lens
Executive Director, Philanthropy for Active Civic Engagement (PACE)
4:30 p.m. to 6:00 p.m., Sunday, April 25
Christopher T. Gates is the first executive director of Philanthropy for Active Civic Engagement (PACE), an affinity group of the Council on Foundations. PACE serves a learning collaborative of national and local foundations to help them advance their work in the fields of democratic practice and civic engagement. In his role at PACE, Gates speaks extensively around the country and around the world on the broad topics of civic engagement, including civic education, leadership training, community problem solving, political reform, and democratic renewal. Prior to PACE, Gates served for 11 years as president of the National Civic League, the nation’s oldest “good government” organization. He serves on the board of the California Center for Civic Renewal and is an elected Fellow of the National Academy of Public Administration and former board member of Independent Sector. In 1991, Gates founded the Colorado Institute for Leadership Training, a statewide progressive leadership training program, and he continues to serve as its board chair.
Session: Civic Pathways Out of Poverty and Into Opportunity
President and CEO, Sunflower Foundation: Health Care for Kansans
3:00 p.m. to 4:30 p.m., Monday, April 26
Billie Hall is president and CEO of the Sunflower Foundation: Health Care for Kansans, a statewide health foundation, created in 2000 out of a settlement agreement between the state of Kansas and Blue Cross and Blue Shield of Kansas, which serves as a catalyst for improving the health of all Kansans. Hall was hired by the Sunflower Foundation Board of Trustees in 2001 to develop the new organization and provide leadership, vision, and direction for the Foundation. She is responsible for policies, programs, practices, and procedures to accomplish the Foundation’s functions, including grantmaking, investments, operations, and communication. A native Kansan, her career has focused on many aspects of health care and public health, including school health education, women’s health, community health planning, and health policy. Prior to her work with the Sunflower Foundation, Hall served as vice president for public affairs for the Kansas Health Institute, where she was responsible for developing the organization’s health policy agenda.
Session: Clearing the Path to Health: Creating Conditions for Healthy Eating and Active Living
Executive Director, Bertelsmann Foundation
4:30 p.m. to 6:00 p.m., Sunday, April 25
Annette Heuser is executive director of the Washington, D.C. office of the Bertelsmann Foundation, a private, non-partisan operating foundation working to promote and strengthen trans-Atlantic cooperation. Before launching the Foundation’s first U.S. office, Heuser served as vice president of International Relations at the Guetersloh, Germany-based Bertelsmann AG, Europe’s largest media company. She also established the Foundation’s Brussels office and served as its director. She was also director Europe/USA at the Bertelsmann Foundation in Guetersloh, where she managed its European and transatlantic projects and developed its European networking activities. Before joining the Bertelsmann Foundation, Heuser was editor of the "Jahrbuch der Europäischen Integration" (“Yearbook of European Integration”), an annual publication that covers the year's institutional and political developments concerning European integration. Heuser has published articles on transatlantic relations and European affairs in Die Zeit, Der Tagesspiegel (Berlin) and European Voice (European supplement to The Economist) and has appeared on numerous television news programs as an analyst on European Union affairs.
Session: Global Philanthropy Leadership Initiative
Executive Director, National Immigration Law Center
4:30 p.m. to 6:00 p.m., Sunday, April 25
Marielena Hincapié is executive director of the National Immigration Law Center (NILC), previously serving as NILC's director of programs, where she managed the organization's employment, public benefits, and immigration work. Hincapié specializes in protecting and advancing the rights of immigrant workers, particularly those who are undocumented. She has authored numerous publications and policy analyses and provided strategic assistance and training to thousands of legal and social service providers, labor unions, and community-based organizations. Her work also has focused on using legal tools to help support community and labor organizing efforts, as well as to help build and strengthen community coalitions working to improve working conditions for all low-wage workers. Hincapié has litigated numerous law reform and impact litigation cases dealing with the intersection of immigration laws and employment/labor laws. Before joining NILC, she worked for the Legal Aid Society of San Francisco's Employment Law Center, where she founded the Center's Immigrant Workers' Rights Project.
Session: Immigrant Integration: National Trends, Local Influences
Executive Director, The Democracy Collaborative
4:30 p.m. to 6:00 p.m., Sunday, April 25
Ted Howard is the founding executive director of The Democracy Collaborative at the University of Maryland, a national leader in the fast-growing field of community wealth building strategies and policy development. Its “Anchor Institutions” project focuses on the role universities, hospitals, and other place-based anchors can play in fostering inclusive economic and community development. For the past three decades, Howard has worked in the not-for-profit/civil society sector, including more than 15 years in international development with NGOs and agencies of the UN system. Most recently, he was executive director of the National Center for Economic and Security Alternatives, a research and policy institute. Howard currently serves as the Minter Senior Fellow for Social Justice with The Cleveland Foundation, where he is responsible for developing a comprehensive job creation and wealth building strategy that has resulted in the Evergreen Cooperative Initiative, a path-breaking strategy to create green jobs and wealth for low-income families in six of the city’s underserved neighborhoods. Howard also has primary responsibility for replication efforts of the Evergreen model in other cities in Ohio and nationally.
Session: Bringing Social Innovation to Market
President, Twenty-First Century Foundation
10:30 a.m. to 12:00 p.m., Monday, April 26
Erica Hunt is president of the Twenty-First Century Foundation (21CF), where she has overseen 21CF’s growth from an all-volunteer organization, giving $50,000 annually in grants, to the leading Black social justice public foundation, awarding more than $7 million in grants since 2005 to 310 organizations. Grants focus on empowering Black communities in the Gulf for a just rebuilding and recovery and the Foundation’s Black Men and Boys (BMB) Initiative, which supports leadership, advocacy, and organizing to expand opportunities for success for Black youth. As part of the BMB Initiative, Hunt, in partnership with Mario Van Peebles and Karen Williams, led the development of two films on the challenges facing Black youth: “Bring Your “A” Game” and “Fair Game?” Winner of the Wilmer Shields Rich Silver Award for Excellence in Communication, and viewed by more than one million people, “Bring Your “A” Game” is a groundbreaking documentary film that underscores how essential educational achievement and high school graduation are to survival and success in today’s world.
Session Title: Movement Building for Social Justice
Chairman and CEO, El Pomar Foundation
10:30 a.m. to 11:30 p.m., Saturday, April 24
William J. Hybl is chairman and CEO of El Pomar Foundation, a general-purpose foundation and a national leader in innovative grantmaking, operating many of its own programs focusing on excellence in individual and organizational leadership. In addition, Hybl is chairman of the U.S. Commission on Public Diplomacy, appointed by President George W. Bush on March 17, 2008. He previously served on the Commission from 1990-1992, appointed by President George H.W. Bush, and reappointed by President Clinton from 1993-1997. Hybl is president emeritus of the United States Olympic Committee (USOC), having served during four Olympic games—twice as USOC president, and he is chairman of the U.S. Olympic Foundation. In addition, Hybl is president of the Air Force Academy Foundation and serves on the boards of directors for Broadmoor Hotel Inc., Colorado Springs, CO; Guest Services Inc., Fairfax, VA; Garden City Company, Garden City, KS; FirstBank Holding Company of Colorado, Denver, CO; and Big Brothers Big Sisters, Philadelphia, PA.
Session: Opening Plenary: Negotiating the CEO/Trustee Roles
Senior Vice President, The California Endowment
1:45 p.m. to 3:00 p.m., Saturday, April 24
Anthony B. Iton, M.D., is senior vice president for Healthy Communities at The California Endowment, a private, statewide health foundation whose mission is to expand access to affordable, quality health care for underserved individuals and communities and to promote fundamental improvements in the health status of all Californians. Prior to that, Dr. Iton served for seven years as the Alameda County Public Health Department Director and Health Officer, where he oversaw an agency with a focus on preventing communicable disease outbreaks, reducing the burden of chronic disease and obesity, and managing the county’s preparedness for biological terrorism. He has worked as an HIV disability rights attorney at the Berkeley Community Law Center, a health care policy analyst with Consumers Union West Coast Regional Office, and as a physician and advocate for the homeless at the San Francisco Public Health Department. Dr. Iton serves on the boards of the Public Health Institute, the Public Health Trust, the Prevention Institute, and Jobs For The Future.
Session: CEO-Trustee Track: Grantmaking, Grand Jury Subpoenas and ACORN
Executive Director, The Opportunity Agenda
4:30 p.m. to 6:00 p.m., Sunday, April 25
Alan Jenkins is executive director of The Opportunity Agenda, a communications, research, and policy organization dedicated to building the national will to expand opportunity for all. Before joining The Opportunity Agenda, Jenkins was director of Human Rights at the Ford Foundation, managing over $50 million in grantmaking annually in the United States and 11 overseas regions. Previously, he served as assistant to the solicitor general at the U.S. Department of Justice and was associate counsel to the NAACP Legal Defense and Educational Fund, Inc., where he defended the rights of low-income communities suffering from exploitation and discrimination. Jenkins serves on the Center for Community Change Board of Trustees, the New School University Board of Governors, and is a co-chair of the American Constitution Society’s Project on the Constitution in the Twenty-First Century. Jenkins is co-editor of “All Things Being Equal: Instigating Opportunity in an Inequitable Time,” a compilation of essays by leading thinkers on how to give all Americans a fair shake.
Session: Navigating the Crossroads of Global Social Justice Issues
Senior Vice President, InterContinental Hotels Group
David Michael Jerome is senior vice president for Corporate Responsibility at InterContinental Hotels Group (IHG), based in the United Kingdom. IHG leads the industry in environmental innovation with its guide to sustainable hotel building, construction, and operations. IHG is also leading in community investment and local economic development, with over 4200 hotels globally. Before joining IHG, Jerome led Corporate Affairs for AB InBev, the world’s largest brewer. Prior to AB InBev, Jerome worked for General Motors (GM) in a variety of staff and operational roles. He was head of GM Korea before assuming responsibility for GM’s global reputation and corporate responsibility activities. Before joining GM, Jerome practiced law in Washington, D.C.
Session: Opening Session for Corporate Grantmakers
Senior Advisor for Social Innovation, Obama Administration
3:00 p.m. to 4:30 p.m., Monday, April 26
Michele Jolin is a senior advisor for Social Innovation in the Obama administration’s Domestic Policy Council’s Office of Social Innovation and Civic Participation, where she is developing policy tools to support and catalyze greater innovation directed at solving our most critical social problems. This includes developing structures to invest in innovative ideas that have demonstrated they work and partnering with citizens, nonprofits, the private sector, and foundations to make progress on our great challenges. Prior to joining the Obama administration, Jolin was a senior fellow at the Center for American Progress, where she co-edited the Center’s presidential transition document, “Change for America: A Progressive Blueprint for the 44th President.” Prior to her work at the Center for American Progress, Jolin was a senior vice president at Ashoka, a global foundation that invests in leading social entrepreneurs in 45 countries around the world. During President Clinton’s administration, Jolin served as the chief of staff at the President’s Council of Economic Advisers.
Session: Scaling What Works
Executive Director, General Mills Foundation
4:30 p.m. to 6:00 p.m., Sunday, April 25
Ellen Goldberg Luger is executive director of the General Mills Foundation and vice president of General Mills, Inc., based in Minneapolis, MN, where her responsibilities include leadership and management of the day-to-day operations of the Foundation as well as program responsibilities for arts and culture and the General Mills Africa Women and Children’s Hunger Project grantmaking at the Foundation. Prior to joining the General Mills Foundation, Luger practiced corporate law for 10 years. Her career began in private practice in New York City and then moved in house as a corporate lawyer for Best Foods. She practiced corporate law in private practice as a partner at Leonard, Street and Deinard in Minneapolis. Luger currently serves as a trustee at Wellesley College and Breck School; as an advisor for the Center for the Study of Politics and Governance at the Humphrey Institute of Public Affairs; and on the Council on Foundations Committee on Corporate Grantmaking and The Conference Board’s Contributions Council.
Session: Bringing Social Innovation to Market
Executive Director, Headwaters Foundation for Justice
10:00 a.m. to 11:30 a.m., Tuesday, April 27
Trista Harris is executive director of Headwaters Foundation for Justice, a community foundation with a mission to act as a catalyst for social, racial, economic, and environmental justice. Harris oversees the foundation’s grantmaking, fundraising, communications, and investment management strategies. Prior to joining Headwaters, Harris was a program officer with the Saint Paul Foundation in St. Paul, MN, where she provided leadership on the Foundation’s initiatives related to civic engagement and philanthropy. Prior to her work at the Saint Paul Foundation, she was the advancement director for Portico Healthnet, an innovative nonprofit that provides health coverage and education to uninsured Minnesotans. Harris is nationally known as a passionate advocate for new leaders in the philanthropic and nonprofit sectors. She writes about generational change in the foundation field in her blog, New Voices of Philanthropy (www.tristaharris.org), and is an international speaker on working across generations to create social change.
Session: What Else Do I Need for the Journey? Skills for Leaders Aiming for the Top
President, Rockefeller Brothers Fund
10:30 a.m. to 12:00 p.m., Monday, April 26
Stephen B. Heintz is president of the Rockefeller Brothers Fund (RBF), an international foundation supporting social change to help build a more just, sustainable, and peaceful world. Prior to RBR, Heintz was founding president of D?mos: A Network for Ideas & Action, a public policy research and advocacy organization working to enhance the vitality of American democracy and promote more broadly shared prosperity, and as executive vice president and chief operating officer of the EastWest Institute, where he worked on issues of economic reform, civil society development, and international security, extensively throughout Central and Eastern Europe and the New Independent States. He devoted the first 15 years of his career to politics and government service in the State of Connecticut. In 2009, the Nonprofit Times named Heintz one of the 50 most influential leaders of the nonprofit sector. Heintz has published articles in The International Herald Tribune, The Washington Post, The Wall Street Journal Europe, and several books and journals.
Session: Citizens United vs. FEC Supreme Court Decision: Victory for Free Speech or Threat to Democracy?
Co-Founder, Human Impact Partners
10:00 a.m. to 11:30 a.m., Tuesday, April 27
Jonathan Heller is co-founder of Human Impact Partners (HIP), a nonprofit organization whose mission is to raise awareness of and collaboratively use innovative data, processes, and tools that evaluate health impacts and inequities in order to transform the policies, institutions, and places people need to live healthy lives. Through training and mentorship, HIP also builds the capacity of impacted communities and their advocates, workers, public agencies, and elected officials to conduct health-based analyses and use them to take action. Heller has worked on over a dozen Health Assessment Impacts (HIAs)—a combination of procedures, methods, and tools used to evaluate the potential health effects of a project or policy before it is built or implemented—conducted many HIA trainings, and has mentored others on how to conduct HIAs. Prior to HIP, he worked for nine years in the biotechnology industry on projects utilizing innovative technologies for cancer and diabetes detection and treatment. Heller currently serves on the board of the Center for Community Change.
Session: Health Impact Assessment: Supporting Health-Based Decision Making in All Sectors
Executive Director, Admiral Center
1:45 p.m. to 3:30 p.m., Tuesday, April 27
Jonathan Herman is executive director of the Admiral Center, a nonprofit initiative that supports professional athletes and entertainers in all aspects of philanthropic planning, implementation, and sustainability. Herman plays a lead role in managing the delivery of customized services to a high-profile membership base as well as relationship building with corporate, government, and private partners to leverage the tremendous resources of its affiliate organization, Living Cities. His position as executive director supports Herman’s ongoing affiliation with the Allan Houston Legacy Foundation, the community-based initiative of the former NBA All-Star, which operates programs in four cities across the country. In addition, Herman’s professional experience includes the founding of Strong Representation, a management and marketing consultancy, as well as the launch of an overseas real estate investment firm. Most recently, Herman co-founded a business education program with Allan Houston to help stem the tide of economic displacement in urban communities across the country.
Session: Advance Practice Institutes – The Sports Philanthropy Playbook: Strategic Giving for Community Change
President, Ludwig Foundation of Cuba
6:00 p.m. to 8:30 p.m., Saturday, April 24
Helmo Hernández is president of the Ludwig Foundation of Cuba (LFC), an autonomous, non-governmental, and nonprofit institution in Cuba, created to protect and promote contemporary Cuban artists and culture, develop research works and new technologies applied to the artistic field, and encourage dialog with both Cuban and international cultural communities. LFC acts as a cultural center to encourage the creation of bridges of understanding in Cuba and abroad. Hernández is a noted art historian and specialist in visual arts, theatre, and cultural policy and development. A well-respected curator and critic, he serves as an advisor of the National Fine Arts Council and the National Performing Arts Council, Havana, and adjunct professor at the University of Havana and the Superior Institute of Arts. In addition, Hernández participates in international events and lectures in cultural and academic institutions in Cuba, the United States, Europe, and Latin America.
Session: Global Philanthropy Reception and Dinner
Sociologist and Human Rights Consultant, Mexico
10:30 a.m. to 12:00 p.m., Monday, April 26
Ana Paula Hernández is a sociologist and human rights consultant, working in the promotion and defense of human rights in Mexico for over 12 years. For six years, Hernández worked at the Miguel Agustín Pro Juarez Human Rights Center in Mexico City, and for four years, she was deputy director of Tlachinollan Human Rights Center, located in the Mountain Region of the state of Guerrero. She has carried out consultancies in fundraising, strategic planning, organizational development, capacity building, advocacy, and human rights education for a number of organizations and networks on a national and state level. For three years, Hernández was a consultant to the office in Mexico of the United Nations High Commissioner for Human Rights, and she has also worked as a consultant to the Ford Foundation, the Open Society Institute, and, currently, the Angelica Foundation. Hernández’s recent experience has focused on the issues of indigenous land rights, human rights and citizen security, and drug policy reform.
Session: Movement Building for Social Justice
Executive Director, Third Wave Foundation
4:30 p.m. to 6:00 p.m., Sunday, April 25
Mia Herndon is executive director of the Third Wave Foundation, a national feminist, activist organization that works to support young women, transgender youth activists, and organizations working toward gender, racial, economic, and social justice through its strategic grantmaking, leadership development, and philanthropic advocacy. Before becoming Third Wave’s executive director, Herndon served as program director, focusing on Reproductive Health & Justice work led by young women and transgender youth. She currently serves on the board of directors for the Women’s Funding Network, the Funders Network on Population, Reproductive Health and Rights and on the advisory boards of the Funders Collaborative on Youth Organizing, Expanding the Movement for Empowerment and Reproductive Justice, and Causes in Common. Prior to Third Wave, Herndon conducted research for Active Element Foundation and Funders for Lesbian and Gay Issues, and she has worked with many community based organizations focusing on women of color leadership, HIV/AIDS prevention, anti-violence, international worker solidarity, counter military recruitment, and criminal justice.
Session: Philanthropic Strategies to Address Poverty and Disparity Using a Race + Gender Lens
President, University of Maryland, Baltimore County
10:30 a.m. to 11:30 a.m., Saturday, April 24
Freeman A. Hrabowski, III, is president of the University of Maryland, Baltimore County (UMBC), and his research and publications focus on participation and performance of African-American males. Hrabowski serves as a consultant to the National Science Foundation, the National Institutes of Health, and universities and school systems nationally. He also sits on several corporate and civic boards, including the Baltimore Museum of Art, Constellation Energy Group, France-Merrick Foundation, McCormick & Company, Inc., Mercantile Safe Deposit & Trust Company, University of Maryland Medical System, Urban Institute, and the Marguerite Casey Foundation, where he serves as board chair. Hrabowski is co-author of the books, Beating the Odds: Raising Academically Successful African American Males and Overcoming the Odds: Raising Academically Successful African American Young Women. A child-leader in the civil rights movement, Hrabowski was prominently featured in Spike Lee’s 1997 documentary, Four Little Girls, which chronicled the racially motivated bombing of Birmingham’s Sixteenth Street Baptist Church in 1963.
Session: CEO-Trustee Track: Opening Plenary: Negotiating the CEO/Trustee Role
Program Manager, Case Foundation
10:00 a.m. to 11:30 a.m., Tuesday, April 27
Kristin Ivie is program manager of Social Innovation for the Case Foundation, whose mission is to expand giving, promote everyday philanthropy, deepen civic engagement, and broaden the use of new technologies to make giving more informed, efficient, and effective. Ivie first joined Case in 2008 to help support the U.S.-Palestinian Partnership, an initiative chaired by CEO Jean Case, which aims to promote economic and educational opportunities for the Palestinian people. Ivie’s work also focuses on implementing the Foundation’s programs, like Gear Up for Giving and America’s Giving Challenge, to build capacity in nonprofits through the use of social media and other new technology. In addition, she writes for the Social Citizens blog, which explores how the Millennial Generation uniquely supports causes they care about. Prior to Case, Ivie worked at the Buxton Initiative, an inter-religious organization that fosters interfaith and intercultural understanding through dialogue.
Session: Get Online and Thrive Online: What Foundations Need to Know
CEO, One Nation
10:30 a.m. to 12:00 p.m., Monday, April 26
Henry Izumizaki is the CEO of One Nation, a philanthropic collaborative formed to change misperceptions of and reduce prejudicial attitudes toward American Muslims and to uphold America’s highest ideals of pluralism and the promise of liberty and justice for all. Izumizaki also serves as the learning director and a member of the management team of The Russell Family Foundation, where he leads the design, expansion, and implementation of Jane’s Fellowship Program – a grassroots leadership initiative for Tacoma and Pierce County (WA). Prior to joining One Nation, Izumizaki was founding president of T.E.A.M.S. (Transformation through Education and Mutual Support), training grassroots leaders; executive director of the California Consumer Protection Foundation; assistant superintendent of the Oakland Unified School District; executive director of the Urban Strategies Council, Oakland; and program officer with the San Francisco Foundation. Izumizaki serves on the board of the California Consumer Protection Foundation and is a past board member of the National Center for Youth Law and The Philanthropic Initiative, Inc.
Session: Movement Building for Social Justice
President and CEO, The Schott Foundation for Public Education
4:30 p.m. to 6:00 p.m., Sunday, April 25
John H. Jackson is president and CEO of The Schott Foundation for Public Education, where he leads the Foundation’s efforts to ensure a high-quality public education for all students, regardless of race or gender. Previously, Jackson served as chief policy officer and national director of education with the NAACP. Jackson was also an adjunct professor of race, gender, and public policy at the Georgetown Public Policy Institute. During the Clinton administration, Jackson was appointed senior policy advisor in the Office for Civil Rights at the U.S. Department of Education. In 2004, Jackson founded and is chairman of the National Equity Center Inc., a national nonprofit established to promote diversity and democratic values by providing youth with leadership, academic, research, and advocacy skills to eliminate existing local and national civil rights and social justice disparities. Jackson’s publications include “Race in America and the Rise of Civil Rights Movement, 1896-1954” and “Brown Fifty Years and Beyond: Promise and Progress Advocacy Report.”
Session: Federal Policy and Advocacy: Fixing No Child Left Behind and What Foundations Can Do About It
President, The Dallas Foundation
10:30 a.m. to 11:30 a.m., Saturday, April 24
Mary M. Jalonick is president of The Dallas Foundation, the oldest community foundation in Texas, which serves as a leader, catalyst, and resource for philanthropy to benefit residents of Dallas County. Jalonick began her work at the foundation as its first, full-time employee. She has served on the boards of the Conference of Southwest Foundations and the Forum of Regional Associations of Grantmakers and is currently a member of the Advisory Council of the RGK Center for Philanthropy and Community Service at the LBJ School of Public Affairs, University of Texas. Jalonick is participating in several national initiatives for the Council on Foundations, as a member of the Community Foundations National Standards Board and as recent chair of the National Standards Action Team. Jalonick has also been a member of the Council’s Community Foundation Leadership Team, Advisory Committee for the Building Strong and Ethical Foundations initiative, National Marketing Action Team, Legal and Legislative Action Team, and Best Practices Implementation Committee.
Session: CEO-Trustee Track: Opening Plenary: Negotiating the CEO/Trustee Role
Executive Director, Institute for Youth, Education, and Families (National League of Cities)
3:00 p.m. to 4:30 p.m., Monday, April 26
Clifford M. Johnson is executive director of the Institute for Youth, Education, and Families at the National League of Cities (NLC) in Washington, D.C., where he leads NLC’s efforts to strengthen the capacity of municipal leaders to meet the needs of children, youth, and families in their communities. Prior to his appointment as executive director of the Institute in 2000, Johnson spent three years as a senior fellow at the Center on Budget and Policy Priorities, working on the development of transitional jobs and other innovative approaches to job creation and welfare-to-work strategies. For more than a decade prior to joining NCL, Johnson served in senior staff positions at the Children's Defense Fund (CDF), including three years as director of CDF's Programs and Policy Division. For many years, he led CDF’s work on issues related to youth employment and family economic security, and he played a major role in organizational initiatives focused on adolescent pregnancy prevention.
Session: Post-Recession Workforce Innovations: Smart Ideas for the Public, Private, and Philanthropic Sector
CEO, Marga Incorporated
4:30 p.m. to 6:00 p.m., Sunday, April 25
Cynthia Jones is chief executive officer of Marga Incorporated, a global consulting firm dedicated to forging and strengthening pathways to take on the great issues of the 21st century through mutually beneficial, cross-sector partnerships and strategic philanthropic initiatives. With Marga since its inception, Jones works with clients in various capacities, including partnership development and implementation, quantitative and qualitative research and evaluation services, and strategy development, with particular focus on philanthropic and cross-sector partnerships for the benefit of vulnerable children, families, and communities. Her major projects include the Civic Opportunity Initiative Network/Take Action program, Philanthropy for Active Civic Engagement’s Civic Pathways Out of Poverty and Into Opportunity, and the Race & Equity in Philanthropy Group. In addition, Jones is co-editor of “A Future for Everyone: Innovation in Social Responsibility and Community Partnerships” and has conducted research on federal housing policy and program effectiveness, mental health interventions on at-risk youth, and psychiatric epidemiologic research on community, clinical, and veteran populations.
Session: Civic Pathways Out of Poverty and Into Opportunity
Representative, House District 52 (CO)
8:00 a.m. to 11:00 a.m., Sunday, April 25
John M. Kefalas is serving his second term as representative of House District 52 in Colorado. Rep. Kefalas is the chairman of the Economic Opportunity Poverty Reduction Task Force, an interim committee charged with developing and implementing a strategic and comprehensive plan to reduce child and family poverty. He is also a member of the Appropriations Committee, the Health and Human Services Committee, and the Finance Committee. Rep. Kefalas has been involved in local, national, and international peace, justice, and environmental work for 30 years. He was a teacher, a migrant health outreach worker, and an employment and training counselor for Project Self-Sufficiency. In addition, Rep. Kefalas worked with Catholic Charities as a public policy advocate and community development coordinator for seven years. Before entering the legislature, he directed the Colorado Progressive Coalition's Tax Fairness Project, and he has served as a member of the Fort Collins Housing Authority and the Colorado Social Legislation Committee.
Session: API: Creating an Opportunity Society: A Frame for Bridging the Ideological Divide?
Managing Director, FSG Social Impact Advisors
8:00 a.m. to 11:00 a.m., Sunday, April 25
John Kania is a managing director with FSG Social Impact Advisors, a nonprofit organization that works with foundations, corporations, governments, and nonprofits to accelerate the pace of social progress while addressing key business initiatives. With 20 years of experience advising senior management on issues of strategy, organization, and reputation building, Kania oversees FSG's consulting practice. His FSG engagements include significant experience in international health, U.S. health care, U.S. education, the environment, and nonprofit capacity building. Kania has been instrumental in developing customized applications of FSG's strategy and problem solving tools for the social sector, including the use of scenario planning, adaptive leadership principles, organizational change management processes, and product cost modeling for community foundations. Prior to joining FSG, he was a partner at both Mercer Management Consulting and Corporate Decisions, Inc. Kania has been published in Stanford Social Innovation Review, The Wall Street Journal, and The Journal of Business Strategy and speaks frequently around the country on improving the impact of philanthropy and corporate social responsibility.
Session: Opening Session for Corporate Grantmakers
Regional Director, American Red Cross
4:30 p.m. to 6:00 p.m., Sunday, April 25
Adeeb Khan is regional director of Health & Safety and Community Services with the American Red Cross, Mile High Chapter, where he supervises 12 staff and over 300 dedicated volunteers. The Health & Safety Program brings lifesaving CPR, first aid, and lifeguard training to 70,000 Coloradans each year. Khan also manages the chapter's Transportation Program, which provides over 24,000 rides annually to the elderly and ill in the Denver metro area. Khan is launching the Save a Life Denver Program, which will work in collaboration with private and public partners to establish one of the largest public access defibrillation programs in the country. In addition, Khan serves the community of Denver in a variety of capacities. He is a board member of both the national and local chapters of the Young Nonprofit Professional Network. Khan is also a member of the Denver Regional Mobility and Access Council and graduate of the University of Colorado's Denver Community Leadership Forum.
Session: Protecting Your Investments: Leadership Development for Sustainability
Director, Community Foundation for Northern Ireland
1:30 p.m. to 3:30 p.m., Sunday, April 25
4:30 p.m. to 6:00 p.m., Sunday, April 25
Avila Kilmurray is director of the Community Foundation for Northern Ireland, an independent, charitable, grantmaking organization whose mission is to drive social change. Kilmurray has been working in Northern Ireland since 1975, through community work in Derry, a Community Education Project in Magee, a range of anti-poverty initiatives, and through establishing the Women’s Aid organization. She has previously worked with the Northern Ireland Council for Voluntary Action and as coordinator of the Rural Action Project. In 1990, she was appointed the first women’s officer for the Transport & General Workers’ Union (Ireland) and has served on the Northern Ireland Committee and on the Executive Councils of the Irish Congress of Trade Unions. Kilmurray is currently a board member of the Community Development Foundation (U.K), and she was also active in the Northern Ireland Women’s Rights Movement, was a founding member of the Northern Ireland Women’s Coalition, and was a member of the Coalition’s negotiating team for the Belfast Agreement.
Session: Mini Plenary: Social Justice: From Here to 2030
Session: Navigating the Crossroads of Global Social Justice Issues
Director, Annie E. Casey Foundation
1:45 p.m. to 3:00 p.m., Saturday, April 24
John Kim is director of Grants Management at the Annie E. Casey Foundation, a private, charitable organization based in Baltimore, MD, dedicated to helping build better futures for disadvantaged children in the United States. In this role, Kim provides leadership for all activities performed by the grants management team and manages all aspects of grants practices, policies, procedures, and systems in a framework that assures compliance with all Foundation rules and regulations. Before joining grants management, he was a program associate with the Casey Strategic Consulting Group within the Casey Foundation, providing pro-bono consulting services to state and local governments in the areas of juvenile justice and child welfare system reform. Before joining the Casey Foundation, Kim was an associate at The Lewin Group, a health care policy and management consulting firm, based in Falls Church, VA.
Session: CEO-Trustee Track: Grantmaking, Grand Jury Subpoenas and ACORN
Program Officer, Lumina Foundation for Education
Jeanna Keller is program officer for the Lumina Foundation for Education, working primarily on pre-college access issues for underserved populations. Keller leads Lumina’s KnowHow2GO initiative, a public-awareness campaign—in collaboration with the Ad Council, the American Council on Education, and other allies—to encourage 8th-10th graders to prepare for postsecondary education. This work includes the launch of several state and regional grass root initiatives and features a network of educational institutions, youth organizations, and community groups that offer support to students through its Web site, direct-service grants, and other resources. Keller also launched and oversaw the Foundation’s McCabe Fund for 113 organizations, which offered direct services and programs to students to improve access to college. In addition to KnowHow2GO, she oversees the national College Goal Sunday program in 39 states to help families complete the Free Application for Federal Student Aid (FAFSA). Keller also serves as an adjunct professor of communication and corporate culture at Indiana Wesleyan University.
Session: Building Systems for College Access and Success: Using Data as a Lever for Systemic Reform
Poet and Spoken Word Artist
4:30 p.m. to 6:00 p.m., Sunday, April 25
Cynthia "Ceez" Keteku, a Bronx native, is a teen poet and spoken word artist. Keteku has been featured at Nuyorican Poets Café, Bowery Poetry Club, and Cemi Underground in New York City and at venues throughout the United States. In 2009, she was highlighted on HBO’s Brave New Voices. Also in 2009, Keteku won second place in both the 2009 Knicks Poetry Slam and the first competition for New York City’s Youth Poet Laureate. In December of 2009, Keteku’s solo show “Ma Heels,” directed by Nicco Annan, opened to a sold-out crowd at Dance Theater Workshop in New York.
Session: Affinity Group: Social Change, Education: Hip Hop Arts in Education
Assistant Professor, New York University
4:30 p.m. to 6:00 p.m., Sunday, April 25
David E. Kirkland is assistant professor of English and Urban Education at New York University, whose scholarship seeks to center the voices of urban youth by advancing an agenda that will document and theorize the role of urban youth in the social and critical study of language and literacy. In this capacity, Kirkland has worked closely with urban youth, particularly young African American women and men, to understand deeply how they learn literacy to leverage the competing poles of official and unofficial social settings. His research has explored the spoken and written words that urban youth use to construct identities and articulate what he sees as “meaningful lives.” From this perspective, language and literacy play an important role in youth culture and education. Kirkland believes that, in their language and literacies, youth take on new meanings, beginning with a voice and verb, where words when spoken or written have the power to transform the world inside-out.
Session: Affinity Group: Social Change, Education: Hip Hop Arts in Education
Director, University of Chicago Urban Education Institute
10:30 a.m. to 12:00 p.m., Monday, April 26
Timothy Knowles serves as John Dewey director of the University of Chicago Urban Education Institute (UEI), dedicated to addressing how to reliably produce excellent schooling for children growing up in urban America by undertaking rigorous applied research, led by the Consortium on Chicago School Research; developing urban teachers and leaders; operating and supporting PreK-12th grade schools; and designing scalable tools and ideas to improve teaching, learning, and leadership. During Knowles’ tenure at the University of Chicago, UEI has initiated the creation of 20 new schools across Chicago’s south side. Prior to coming to Chicago, Knowles served as deputy superintendent for Teaching and Learning at the Boston Public Schools and co-director of the Boston Annenberg Challenge, a nationally recognized effort to improve literacy instruction. Prior to his work in Boston, he founded and directed a full-service K-8 school in Bedford-Stuyvesant, NY. He also served as the founding director of Teach for America in New York City. Knowles has written and spoken extensively on the topics of school leadership, teacher quality, school reform, and accountability in public schools.
Getting Out of the Catch-Up Business: PreK-3rd as the First Indispensable Step
President and CEO, Enterprise Community Partners
3:00 p.m. to 4:30 p.m., Monday, April 26
Doris W. Koo is president and CEO of Enterprise Community Partners, a national leader in providing development capital, financial solutions, public policy advocacy, and technical expertise for the creation of affordable housing and community development in low- and moderate-income neighborhoods across the U.S. During Koo’s tenure, the Enterprise Green Communities initiative has become one of the largest and most successful private investments in green, affordable housing, with $700 million invested to build or preserve nearly 16,000 green affordable homes nationwide since 2004. Frequently invited to testify before Congress, Koo has helped raise visibility and secure critical resources for green affordable housing and other key housing policy issues, including redevelopment of the Gulf Coast and national foreclosure stabilization. Koo is the former deputy executive director of the Seattle Housing Authority. She began her career as a community organizer, leading Asian Americans for Equality in New York City as a board member and later as founding executive director.
Session: Post-Recession Workforce Innovations: Smart Ideas for the Public, Private, and Philanthropic Sector
Social Scientist, CENTRIS
1:45 p.m. to 3:30 p.m., Tuesday, April 27
Barry Knight is a social scientist with CENTRIS, an independent, not-for-profit organization, based in the United Kingdom, committed to the identification and development of innovative social policy and practice and pioneering new ways of thinking about old problems. With CENTRIS since 1989, Knight has conducted 10 major research studies in the past 10 years and completed more than 75 consultancy assignments. Current clients of CENTRIS include the Commonwealth Foundation, Charles Stewart Mott Foundation, the Northern Rock Foundation, the Ford Foundation, Centre for Civil Society at the London School of Economics, and the British Council. Prior to CENTRIS, Knight has worked at Cambridge University and the Home Office, where he was adviser to the government on voluntary action. He has been the head of information and research at the London Voluntary Service Council and taught at Morley College, where he and colleagues pioneered the first “Fresh Start” course for adults who wished to return to learning. In addition, Knight has written books on economic development, family policy, inner cities, the voluntary sector, and social enterprise.
Session: API: Social Justice Evaluation — Reframing for Real Learning
Founder and Managing Director, FSG Social Impact Advisors
8:00 a.m. to 11:00 a.m., Sunday, April 25
Mark Kramer is co-founder and managing director of FSG Social Impact Advisors, a nonprofit organization that works with foundations, corporations, governments, and nonprofits to accelerate the pace of social progress while addressing key business initiatives. Kramer oversees FSG's consulting practice and action initiatives. He also serves as a senior fellow in the Corporate Social Responsibility (CSR) Initiative of the Mossavar-Rahmani Center for Business in Government at Harvard's Kennedy School of Government. He is a founder and served as the first board chair of the Center for Effective Philanthropy, a nonprofit research organization in Cambridge, MA. Kramer has spoken and published extensively on topics in philanthropy and corporate social responsibility, including strategy, evaluation, leadership, social entrepreneurship, community foundations, venture philanthropy, cross-sector collaboration, and social investment. Prior to founding FSG, Kramer served for 12 years as president of Kramer Capital Management, a venture capital firm, and as an associate at the law firm of Ropes & Gray.
Session: Opening Session for Corporate Grantmakers
Managing Director, Council on Foundations
10:30 a.m. to 12:00 p.m., Monday, April 26
Dolores (Dori) Kreiger is managing director for Family Philanthropy Services with the Council on Foundations, where she is responsible for providing strategic direction, a public voice, and hands-on management for the Council’s largest single membership constituency. Kreiger has worked with increasing responsibility in philanthropy for over 10 years, assisting individuals, families, corporations, and independent foundations to achieve their philanthropic goals. Prior to her appointment of managing director, she was the Council’s director of Community Foundation Services. She brought a unique perspective to the Council, having worked for seven years at The Community Foundation Serving Richmond & Central Virginia in the program, finance, and donor services departments. She has also worked at the American Red Cross National Headquarters in the major gifts division. Kreiger has served on the boards of several nonprofits and was an inaugural class member of the Southeastern Council of Foundations’ Hull Fellows Program.
Session: Trading Power: What Next Gen Offers in Exchange for What Seasoned Leaders Provide
Senior Program Officer, Kresge Foundation
1:45 p.m. to 3:30 p.m., Tuesday, April 27
Wendy Lewis Jackson is a senior program officer with the Kresge Foundation, a national foundation that seeks to influence the quality of life for future generations through its support of nonprofit organizations. Jackson is a team member of the Detroit Program, a major, comprehensive effort to strengthen the long-term economic, social, and cultural fabric of the city and surrounding region, and a member of the Community Development Team, which has a national focus. Prior to her arrival at Kresge, Jackson was a program director and executive director for Education Initiatives at The Grand Rapids Community Foundation in Grand Rapids, MI. Her background demonstrates extensive experience in fostering and sustaining community collaborations, and her professional life has been devoted to addressing some of society’s most intractable problems and bringing about meaningful social change, particularly for vulnerable children, families, and communities. In 2008, Jackson was named the 2008 Emerging Leader in Philanthropy by the Association of Black Foundation Executives.
Session: API: Foundation Interventions in the Foreclosure Crisis
President and CEO, Robert Wood Johnson Foundation
11:30 a.m. to 1:00 p.m., Sunday, April 25
Risa Lavizzo-Mourey, M.D., is president and CEO of the Robert Wood Johnson Foundation (RWJF), one of the nation’s largest health care foundations, which seeks to improve the health and health care of all Americans. Lavizzo-Mourey is a national leader in transforming America’s health systems so people live healthier lives and receive the health care they need. Under Lavizzo-Mourey’s leadership, the Foundation has restructured its strategic investments to target a set of high-impact priorities, which include improving the quality and safety of patient care, strengthening state and local public health systems, halting the rise in childhood obesity by 2015, and covering the uninsured. Lavizzo-Mourey joined RWJF in 2001 as senior vice president and director of the health care group. Previously, at the University of Pennsylvania, she was the Sylvan Eisman Professor of medicine and health care systems and director of Penn’s Institute on Aging. In Washington, D.C., Lavizzo-Mourey served as deputy administrator of what is now the Agency for Health Care Research and Quality.
Session: Sunday Opening Plenary featuring Valerie Jarrett, Senior Advisor, Obama Administration
Director, United Nations Foundation
10:00 a.m. to 11:30 a.m., Tuesday, April 27
William Layton is director of Corporate and Foundation Relations with the United Nations Foundation, a public charity founded by philanthropist Ted Turner to support United Nations (UN) causes and activities by helping the UN take its best work and ideas to scale through advocacy, partnerships, constituency building, and fundraising. Before joining the United Nations Foundation, Layton served as the director of the Office of Corporate and Foundation Relations at Princeton University and managed corporate and foundation partnerships at Stanford University’s School of Engineering. In industry, Layton worked at Hewlett Packard in Palo Alto, CA, as a product manager and director of strategic alliances and also worked in foreign trade in the agriculture sector. Layton serves as president of the IESE Business School USA Regional Chapter Alumni Association (University of Navarra) and a member of the Network of Academic Corporate Relations Officers (NACRO), a network of corporate relations professionals from research universities, dedicated to providing its members professional development opportunities and the sharing of best practices.
Session: An Opportunity for All: Rebuilding Haiti’s Social Infrastructure
Director, Story of Stuff Project
9:30 a.m. to 11:00 a.m., Sunday, April 25
Annie Leonard is director of the Story of Stuff Project, whose mission is to build a strong, diverse, decentralized, cross-sector movement to transform systems of production and consumption to serve ecological sustainability and social wellbeing. Leonard is also author of the forthcoming book, The Story of Stuff. In December 2007, she released a hit 20-minute webfilm, “The Story of Stuff,” which takes viewers on a provocative and eye-opening tour of the often hidden costs of our consumer-driven culture. ”The Story of Stuff” has generated over 10 million views in more than 200 countries and territories since its launch, making it one of the most successful environmental-themed viral films of all time. Leonard has spent nearly two decades investigating and organizing on environmental health and justice issues, traveling to over 40 countries to visit the factories where our stuff is made and the dumps where it ends up. Prior to directing the Story of Stuff Project, Leonard worked for the Funders Workgroup for Sustainable Production and Consumption, the Global Alliance for Incinerator Alternatives, and Greenpeace International.
Session: The Story of Stuff: How We Are Trashing the Planet, Our Communities, and Our Health—and a Vision for Change, Featuring Annie Leonard
President and CEO, Grantmakers In Health
4:30 p.m. to 6:00 p.m., Sunday, April 25
3:00 p.m. to 4:30 p.m., Monday, April 26
Lauren LeRoy is president and CEO of Grantmakers In Health, a nonprofit organization dedicated to helping foundations and corporate giving programs improve the health of all people. Previously, LeRoy was executive director of the Medicare Payment Advisory Commission (MedPAC), a nonpartisan congressional advisory body tasked with analyzing access to care, quality of care, and other issues affecting Medicare. Prior to MedPAC, she served as executive director of the Physician Payment Review Commission and as associate director with The Commonwealth Fund Commission on Elderly People Living Alone. For most of her career, LeRoy's work has focused on Medicare reform, health workforce, health and aging, and health philanthropy. She chairs the national advisory council of the California Health Benefits Review Program and is a member of the National Academy of Social Insurance. LeRoy is also a fellow of AcademyHealth and the UCLA School of Public Policy and Social Research Senior Fellows Program, as well as a national associate of the National Academies.
Session: Health Reform 101: What's Happening, What's Next, and What's the Role for Foundations?
Session: Clearing the Path to Health: Creating Conditions for Healthy Eating and Active Living
Founding Director, Joan Ganz Cooney Center
3:00 p.m. to 4:30 p.m., Monday, April 26
Michael H. Levine is founding director of the Joan Ganz Cooney Center at Sesame Workshop, an action research and innovation institute devoted to harnessing the potential of digital media to advance young children's learning and development. Prior to joining the Center, Levine served as vice president of New Media and executive director of Education for Asia Society, managing the global nonprofit organization's interactive media and educational initiatives to promote knowledge and understanding of Asia and other world regions, languages, and cultures. Previously, Levine oversaw Carnegie Corporation of New York's groundbreaking work in early childhood development, educational media, and primary grades reform and was a senior advisor to the New York City Schools Chancellor, where he directed dropout prevention, afterschool, and early childhood initiatives. He is a frequent adviser to the White House, the U.S. Department of Education, PBS, and the Corporation for Public Broadcasting. Levine was named by Working Mother magazine as one of America's most influential leaders in shaping family and children's policy.
Session: It is Rocket Science: The Imperative of STEM
President and CEO, Nathan Cummings Foundation
1:45 p.m. to 3:00 p.m., Saturday, April 24
Lance E. Lindblom is president and CEO of the Nathan Cummings Foundation (NCF), which is committed to democratic values and social justice, including fairness, diversity, and community. Prior to NCF, Lindblom served as a program officer at the Ford Foundation, focusing on democratic accountability, economic and social policy, and globalization. He has also served as executive vice president at Soros Foundation’s Open Society Institute/Open Society Fund, and for 13 years, he worked at J. Roderick MacArthur Foundation, first serving as executive director and then as president and CEO. In addition, Lindblom has held several governmental positions, including deputy director of the Chicago Mayor’s Office of Budget and Management; chief of Special Projects Unit and senior program analyst and budget examiner at the Governor’s Office of Illinois Bureau of the Budget; and economic and program analyst at the Illinois Economic and Fiscal Commission of the Illinois General Assembly. Lindblom also was a litigator at Jenner and Block, a law firm in Chicago.
Session: CEO-Trustee Track: Grantmaking, Grand Jury Subpoenas and ACORN
Performance Artist
4:30 p.m. to 6:00 p.m., Sunday, April 25
Carvens Lissaint is a young performance artist who hails from Haiti and resides in Harlem, NY. Lissaint was the 2007 Grand Slam Champion of the Knicks Poetry Slam, a 2008 and 2009 Urban Word Poetry Finalist, the 2009 Slam Global Grand Slam Champion, and a member of the 2008 Newark, NJ, slam team that placed 6th in the Brave New Voices national poetry competition. Lissaint is currently auditioning for Musical Theater Conservatories and is a member of the 2009 Robert Redford Speak Green Team that will be performing at the Sundance Film Festival in 2010.
Session: Affinity Group: Social Change, Education: Hip Hop Arts in Education
Program Director, The California Wellness Foundation
4:30 p.m. to 6:00 p.m., Sunday, April 25
3:00 p.m. to 4:30 p.m., Monday, April 26
Julio Marcial is a program director with The California Wellness Foundation (TCWF), responsible for TCWF’s teenage pregnancy prevention and violence prevention grantmaking issues. A longstanding funder in youth (ages 12 to 24) violence prevention, TCWF places an emphasis on at-risk youth, including gang-affiliated and previously incarcerated youth. Prior to assuming this role, Marcial served as a TCWF communications officer, where he managed the foundation's electronic communications, served as editor and writer for the Foundation's Web site, and helped work to establish news media partnerships and public affairs outreach to policymakers. Marcial has also conducted extensive research on grassroots leadership development, published in “Reflections on Leadership — The California Peace Prize” (2005). He is an active member of the Neighborhood Excellence Initiative committee of the Bank of America and Los Angeles Mayor Antonio Villaraigosa’s Council of Education Advisors. In addition, Marcial serves on the board of directors of All For One, a nonprofit organization in Santa Barbara, CA.
Session: The War on Children: Gun Violence in U.S. and Mexican Cities
Director, Ford Foundation
1:45 p.m. to 3:30 p.m., Tuesday, April 27
George McCarthy is director of Urban Opportunity at the Ford Foundation. His unit seeks to provide low-income people with better access to jobs and opportunities by supporting regional planning efforts, transportation investments, and housing development policies that alleviate poverty and reduce its concentration in metropolitan areas. McCarthy previously administered a program that focused on using homeownership to build assets for low-income families and their communities. Before joining Ford, McCarthy worked as a senior research associate at the Center for Urban and Regional Studies at the University of North Carolina at Chapel Hill. He has been an assistant professor at Bard College and a resident scholar at the Jerome Levy Economics Institute, among other affiliations. McCarthy is an econometrician with strong interests in housing policy and community development. He has been involved in the evaluation of national home ownership campaigns and has also evaluated home ownership counseling programs in the United States for both the U.S. Department of Housing and Urban Development and the Canadian Mortgage and Housing Corporation.
Session: API: Foundation Interventions in the Foreclosure Crisis
Dean of the College of Education, Temple University
8:00 a.m. to 9:45 a.m., Sunday, April 25
C. Kent McGuire is dean of the College of Education at Temple University and is a tenured professor in the Educational Administration Program, Department of Educational Leadership and Policy Studies. McGuire also serves as director of the Center for Research in Human Development and Education, a university-based research organization focused on the study and demonstration of effective strategies for educating poor and minority children. Prior to joining Temple University, McGuire was senior vice president at MDRC, a nonprofit, nonpartisan education and social policy research firm, where his responsibilities included leadership of the education, children, and youth division. McGuire also served in the Clinton administration as assistant secretary of the U.S. Department of Education, where he was the senior officer for the department's research and development agency. He currently serves on numerous boards, including the Institute for Research and Reform in Education, the Institute for Education Leadership, The New Teacher Project, and the National Board for Professional Teaching Standards.
Session: CEO-Trustee Track: Breakfast Plenary: Philanthropic Leadership for Education or Anything Else
Executive Director, Resource Generation
3:00 p.m. to 4:30 p.m., Monday, April 26
Rodney McKenzie, Jr. is executive director of Resource Generation, which promotes innovative ways for young people with wealth to align their personal values and political vision with their financial resources to strengthen cross-class alliances with people and organizations working for social and economic justice. McKenzie is an organizer, trainer, fundraiser, and community builder, whose work focuses on creating social change through a model of strategic planning, followed by consistent action, which leads to thoughtful evaluation and reflection. Through a decade of work at organizations like the National Gay and Lesbian Task Force, the Pushback Network, and now Resource Generation, McKenzie has taught thousands of people the skills needed to build grassroots political power. His trainings have focused on building a multi-racial organization, recruiting and motivating a large volunteer base, creating a clear and honest message, grassroots fundraising, coalition building, and using a variety of organizing tools to ensure a progressive victory.
Session: Change Not Charity—Resources Mobilization for Social Justice
Director and Chief Compliance Officer, Annie E. Casey Foundation
1:45 p.m. to 3:00 p.m., Saturday, April 24
Karen Miller is the director of Finance and chief compliance officer at the Annie E. Casey Foundation, a private, charitable organization based in Baltimore, MD, dedicated to helping build better futures for disadvantaged children in the United States. In the director of finance role, Miller oversees accounting, finance, grants management, and compliance. As chief compliance officer, she is responsible for maintaining best practices with regard to compliance, governance, and ethical standards. Before joining the Foundation, she was a co-founder and vice president of Finance at Health Data Sciences Corporation, and she spent almost 20 years in key finance/accounting roles in the health care information technology sector. Miller serves on several nonprofit boards, including the boards of the Foundation Financial Officers Group (FFOG), Friends of Mount Vernon Place, and The LEADERship of Baltimore, and she was a member of the 2006 Greater Baltimore Committee (GBC) Leadership Class.
Session: CEO-Trustee Track: Grantmaking, Grand Jury Subpoenas and ACORN
Chief of Staff, Robert Wood Johnson Foundation
1:30 p.m. to 3:30 p.m., Sunday, April 25
10:30 a.m. to 12:00 p.m., Monday, April 26
Robin E. Mockenhaupt is chief of staff at the Robert Wood Johnson Foundation (RWJF), where she oversees cross-departmental operations, leads key internal initiatives, and works to provide an optimal environment that enables staff to focus on the job of helping Americans lead healthier lives and get the care they need. Mockenhaupt describes RWJF’s work as “finding gems of great ideas and people who are doing terrific work and, with the right resources, helping those ideas and models grow and develop to make an impact. From 2006-2008, Mockenhaupt was associate chief of staff, and from 2003-2005, worked as deputy group director for the Health Group, also serving as its interim director in 2004. As a senior program officer, from 1999-2003, she worked in the areas of health behavior, obesity, and chronic disease management. Before joining the RWJF, Mockenhaupt spent 16 years with AARP in Washington, D.C., where she specialized in health and aging
Session: Mini Plenary: How Can We Get to a Healthier America?
Session: Challenges and Opportunities in Health Programs Across Sectors
President and CEO, Virginia G. Piper Charitable Trust
10:00 a.m. to 10:30 a.m., Saturday, April 24
Judy Jolley Mohraz is president and CEO of the Virginia G. Piper Charitable Trust, a private independent foundation, based in Phoenix, AZ, with a focus on the fields of health, education, children, arts and culture, older adults, and religious organizations. The Trust had investments in over $22 million in the Greater Phoenix community in the past year. Prior to joining the Trust, Mohraz served as president of Goucher College in Baltimore, MD. Mohraz’s current professional activities include serving on the boards of the Council on Foundations, the Morrison Institute for Public Policy at Arizona State University, Greater Phoenix Leadership, and the Advisory Board of William Clements Center for Southwest Studies at Southern Methodist University. She previously served as chair of the Arizona Grantmakers Forum. Mohraz is the author of “The Separate Problem: Case Studies of Black Education in the North, 1900-1930.”
Session: CEO-Trustee Track: Welcome — Insights for Philanthropic Leadership
Executive Director, Committee Encouraging Corporate Philanthropy
3:00 p.m. to 4:30 p.m., Monday, April 26
Charles Moore has served as executive director of the Committee Encouraging Corporate Philanthropy (CECP) since the organization's founding in 1999. Prior to joining CECP, Moore was director of Athletics at Cornell University; president and CEO of a number of multinational manufacturing companies, including Ransburg Corporation, Clevepak Corporation, Allied Thermal, Lapp Insulator, and Lenape Forge (a division of Gulf+Western Industries); managing director of Peers & Co. (investment banking); CEO of Peers Management Resources, Inc. (management consulting); and vice chairman of Advisory Capital Partners, Inc. (investment advising). Moore is currently governor of the National Art Museum of Sport, a former member of the President's Council on Physical Fitness and Sports, and a National Board alumni member of the Smithsonian Institution. From 1992-2000, he was Public Sector director of the United States Olympic Committee (USOC) and chairman of that organization's audit committee. Moore has also served as chairman of the USOC’s 2012 Bid City Evaluation Task Force.
Session: Authentic CSR: Moving Beyond Corporate Philanthropy for Social Change and Business Impact
President, Weaver Foundation
Richard L. (Skip) Moore is president of the Weaver Foundation, a family foundation serving Greensboro, NC, which supports community involvement, environmental activities, and educational development; helps the disadvantaged; and promotes racial and religious tolerance. Moore’s thirty year tenure in higher education administration includes management of university advancement and senior leadership positions in continuing education, institutional computing and technology, strategic planning, and institutional management. Prior to joining the Weaver Foundation, Moore served the University of North Carolina at Greensboro as vice chancellor for Planning and Administration and vice chancellor for University Advancement. He also held administrative positions at the University of Memphis and the University of Nebraska Medical Center. Currently, Moore serves on the operating group of Action Greensboro, which is a community development collaborative of seven Greensboro foundations, and on the board of the Greensboro Partnership. Moore is also a member of the Council on Foundations Board of Directors, where he serves as treasurer and chair of the Finance and Investment Committee.
Session: Investment Insights and Emerging Market Trends for Foundations
Project Director, OMG Center for Collaborative Learning
Margaret (Meg) Long is a project director with OMG Center for Collaborative Learning, where she is currently directing OMG’s evaluation of two postsecondary systems change initiatives: the Citi Postsecondary Success Program and the Bill and Melinda Gates Foundation’s Communities Learning in Partnership initiative. Recent postsecondary work includes the evaluation of the Lumina Foundation for Education's College Access and Success Program and the formative assessment of the Graduate!Philadelphia college re-enrollment initiative. Long has extensive experience planning and evaluating systemic change initiatives, particularly in the field of college access and success. In addition to her higher education portfolio, she provides strategic planning and research support to OMG’s arts education and children, youth, and families work. Before joining OMG, Long worked with Experience Corps Philadelphia, a national, intergenerational tutoring program, and prior to her work in Philadelphia, she was a consultant with the United Nations, the World Bank Institute, and a researcher at the International Longevity Center.
Session: Building Systems for College Access and Success: Using Data as a Lever for Systemic Reform
Senior Program Officer, Walton Family Foundation
4:30 p.m. to 6:00 p.m., Monday, April 26
Cathy Nehf Lund is a senior program officer with the Walton Family Foundation (WFF), overseeing the Foundation’s Public Charter School Initiative, which aims to increase the number of children who have access to high-quality public charter schools. Lund’s responsibilities include building the capacity of state and national charter school associations and technical assistance organizations. She also supports the charter initiative team in other areas, including scaled supply projects and strategies to improve the quality of public charter schools in targeted jurisdictions. Prior to joining WFF, Lund served as program officer at the Challenge Foundation, initiating their charter school investment program, and in the early 90s, she was a research associate at the Hudson Institute after having worked for 10 years in the insurance and risk management industries. Lund has spoken at numerous conferences and forums on K-12 education reform, the renewal of the education delivery system, and the merits of improving and expanding school choice.
Session: Seeking Excellence at Scale: Strategies for Urban School Reform
President and COO, Jessie Ball duPont Fund
10:30 a.m. to 12;00 p.m., Monday, April 26
Sherry P. Magill is president and COO of the Jessie Ball duPont Fund, a private grantmaking foundation based in Jacksonville, FL. Prior to this post, Magill served as executive director and program officer of education at the Fund. Before joining the Fund, Magill served as vice president and deputy to the president of Washington College, where she also taught courses in American Studies and on the American South. Magill serves regularly as a senior moderator for the Aspen Institute and is the founding executive director of Aspen’s Wye Faculty Seminar. In addition to having served as chair of the State of Florida Supreme Court Judicial Nominating Commission and the Florida Funders Group, she is past president of the Jacksonville Women's Network board and a past member of the Southeastern Council of Foundations and the Leadership Jacksonville boards. Magill is a founding member and immediate past chair of the Florida Philanthropic Network and a Council on Foundations board member.
Session: Let's Go Outside: Building External Champions for Foundations
Vice President, International Center for Research on Women
10:30 a.m. to 12:00 p.m., Monday, April 26
Anju Malhotra is vice president for research innovation and impact at the International Center for Research on Women (ICRW), where she leads ICRW’s efforts on innovation, learning, and impact, and spearheads its research on population, gender, and development. She has contributed significantly to the field by defining the connection between social innovation and gender equality; forging links between the private and nonprofit sectors for women’s benefit; and providing a shared conceptualization and basis for measuring women empowerment. Malhotra has led research teams of demographers, economists, and health experts on a broad range of issues, including reproductive health, child marriage, migration, economic empowerment, and girls’ education. She and ICRW colleagues are currently partnering with academic scholars to develop a network on Gender, Fertility, and Empowerment, aimed at examining the impact of widespread fertility declines in developing countries on women’s empowerment and gender equality. Malhotra serves on a wide range of committees, panels, workshops, seminars, and review boards.
Session: Population, Justice and the Environment: New Thinking, New Funding Strategies
Director, Population Justice Project
10:30 a.m. to 12:00 p.m., Monday, April 26
aurie Mazur, director of the Population Justice Project, is an independent writer and consultant, specializing in population, environment, and sexual and reproductive health and rights issues. Mazur’s clients have included the Environmental Grantmakers Association, the Pew Global Stewardship Initiative, the Rockefeller Foundation, Communications Consortium Media Center, the Natural Resources Defense Council, and the Ford Foundation. She is the editor of “
A Pivotal Moment: Population, Justice & The Environmental Challenge.” She is also the editor of “
Beyond the Numbers: A Reader on Population, Consumption and the Environment,” a contributed volume that explores and articulates the Cairo consensus. With Michael Jacobson, she co-authored “Marketing Madness: A Survival Guide to a Consumer Society,” an indictment of excesses in advertising and marketing. Mazur founded and, for several years, directed the Funders Network on Population, Reproductive Health and Rights, an association of grantmakers that seeks to improve communication, foster collaboration, increase resources, and enhance the overall effectiveness of grantmakers in this field.
Session: Population, Justice and the Environment: New Thinking; New Funding Strategies
Founder and President, Pathfinder Solutions, Inc.
4:30 p.m. to 6:00 p.m., Sunday, April 25
Alexandra Mitchell is founder, president, and principal consultant of Pathfinder Solutions, Inc., with over 20 years of experience providing organizational capacity training, consulting, and evaluation services to foundations, nonprofits, and government agencies. Examples of her work include projects for the Council on Foundations, the Conference of Southwest Foundations, and the Health Resources and Services Administration. Her written work has been published by Harvard University Law School, the Council on Foundation, and the Substance Abuse and Mental Health Services Administration, among others. Recognition awards she has received include the Thousand Points of Light Award, California’s Golden Bell Award for educational programs, and a State Department of Justice award for development of a model Youth Crime and Violence Prevention program. Most importantly, Mitchell has always been particularly interested in providing authentic support and fostering positive, tangible outcomes for underserved populations from diverse socioeconomic and cultural backgrounds.
Session: Protecting Your Investments: Leadership Development for Sustainability
Vice President, W.K. Kellogg Foundation
1:45 p.m. to 3:30 p.m., Sunday, April 25
Anne Mosle is vice president for Programs at the W.K. Kellogg Foundation, responsible for leadership, capacity building, and fostering collaboration and teamwork in the development and implementation of programming, organizational policy and philosophies, human and financial resource allocation management, and internal and external communications. In addition, she manages the implementation of mission-driven investing programs utilizing a small portion of the Foundation’s endowment to achieve both financial and social returns. Mosle has more than 19 years of experience in philanthropy, community advocacy, and collaboration-building. Prior to joining the Foundation, Mosle was president of the Washington Area Women’s Foundation in Washington, D.C., where she developed the organization into a leading women’s foundation with accomplishments that include the creation of the Portrait Project, a comprehensive community organizing and research study on the status of women and girls in the Washington area, and Stepping Stones, a nationally recognized initiative to build the financial independence of low-income women and their families.
Session: Advance Practice Institutes – Leverage Beyond Pure Grantmaking
President and CEO, Berks County Community Foundation
8:00 a.m. to 9:30 a.m., Tuesday, April 27
Kevin K. Murphy is president and CEO of the Berks County Community Foundation, a nonprofit corporation that serves as a civic leader for the Berks County (PA) region by developing, managing, and distributing funds to meet existing and emerging community needs. As president, Murphy is chief executive officer of the corporation, supervises the business and operations of the foundation, and serves on the board of directors. In 2008, Murphy was named chair of the board of The Funders Network for Smart Growth and Livable Communities, where he previously served as secretary. He also served two terms as president of Community Foundations for Pennsylvania. Murphy serves on the board of directors of the Council on Foundations and on its membership, executive, and governance committees. In 2001, Murphy was selected as a German Marshall Foundation Transcontinental Fellow to serve as a consultant to the Togliatti Community Foundation in Togliatti, Russia. In 1990, he was named special assistant to the Pennsylvania Secretary of Aging. After leaving the Department of Aging, Murphy worked as a consultant in the retirement and nursing home industries.
Session: Tuesday Breakfast Plenary: Author Chip Heath sponsored by Microsoft Corporation
Executive Director, United Nations Foundation
10:00 a.m. to 11:30 a.m., Tuesday, April 27
Susan Myers is executive director of the New York office of the United Nations Foundation, where she acts as the organization's chief liaison with the United Nations (UN) staff, United Nations Ambassadors, the organizations that work with the UN, and the greater New York community. Myers is also responsible for establishing contacts and brokering relationships with all levels of the UN organization, including senior members of the UN Secretary-General's team and governmental representatives from the United States and other countries. In addition, she advises UN staff on relations with constituencies in Washington, D.C. and across the U.S., partnering with the Foundation's Washington-based staff to lead the organization's advocacy work and legislative strategy. Previously, Myers served as legislative director of the Better World Campaign, a bipartisan, education and outreach effort dedicated to enhancing the awareness of and appreciation for the vital role the United Nations. Other experience includes working in the Governmental Relations and Public Affairs Office of the Legal Services Corporation and Governmental Affairs Office of the American Bar Association.
Session: An Opportunity for All: Rebuilding Haiti’s Social Infrastructure
President and Creative Director, Neimand Collaborative
3:00 p.m. to 4:30 p.m., Monday, April 26
Rich Neimand is president and creative director of Neimand Collaborative, a strategic communications consulting firm. Neimand has built a successful career on his ability to synthesize disparate information into clear, concise, and compelling advertising. In addition to providing strategic messaging and creative development to campaigns and causes, he has been very successful in understanding and promoting branding for advocacy campaigns and for nonprofits. He is skilled in naming and renaming organizations, causes, and products and in providing solutions to change seemingly intractable public perceptions. Well-acquainted with issues such as health care, education reform, conservation, and human rights, Neimand has a reputable client list that includes the American Heart Association, BoardSource, Center for Nonprofit Advancement, Council on Foundations, National Health Council, Independent Sector, the Meyer Foundation, the Robert Wood Johnson Foundation, the Bill and Melinda Gates Foundation, United Nations Development Programme, and a host of political campaigns and causes.
Session: Beyond Cash Machine: Communicating the Value of Foundations
Assistant Vice President, Council on Foundations
8:00 a.m. to 5:00 p.m., Saturday, April 24
Matthew Nelson is assistant vice president for Constituency Services with the Council on Foundations, where he leads the team that provides membership services and support to corporate, independent, international, and family members, including legal, best practices, thought leadership, networking, and research. Nelson’s corporate philanthropic experience includes serving as manager of Community Relations for Ameriprise Financial (formerly American Express Financial Advisors) in Minneapolis, MN, where his responsibilities included grantmaking, identifying sponsorship opportunities with nonprofits, creating and managing employee volunteer initiatives in the community, and leading the company’s employee giving campaign. Nelson also has a steady track record of achievement in the foundation field, having served as executive director of Equity Foundation, an identity-based community foundation in Oregon. He also has strong nonprofit experience with Camp Fire USA and United Way and has been active in both Grantmakers of Oregon and Southwest Washington and the Minnesota Council of Foundations.
Session: Essential Skills and Strategies for New Grantmakers
Special Agent, Bureau of Alcohol, Tobacco, Firearms and Explosives
3:00 p.m. to 4:30 p.m., Monday, April 26
William D. Newell is special agent in charge and division director of the Bureau of Alcohol, Tobacco, Firearms and Explosives (ATF), Phoenix Field Division. Newell has operational oversight responsibilities for all ATF activities, both criminal and regulatory, in the states of Arizona and New Mexico, which includes 552 miles of the U.S.-Mexico border. Over the course of his career, Newell has held several positions in which he has been responsible for oversight of ATF’s international and domestic firearms and explosives trafficking jurisdiction, particularly firearms trafficking issues to countries such as Mexico and Canada. This also included a four-year tour as the ATF Attaché in Bogotá, Colombia, during which he was responsible for all firearms and explosives trafficking issues in South America and represented ATF and the U.S. at numerous international conventions on the subject. Most recently, Newell testified before Congress on ATF’s ongoing role in preventing firearms from being illegally trafficked from the U.S. into Mexico and working to reduce the associated violence along the border.
Session: The War on Children: Gun Violence in U.S. and Mexican Cities
Founder and CEO, GreatNonprofits
3:00 p.m. to 4:30 p.m., Monday, April 26
Perla Ni is founder and CEO of GreatNonprofits, the leading developer of tools that allow people to find, review, and share information about great—and perhaps not yet great—nonprofits. Prior to joining GreatNonprofits, Ni was the founder and former publisher of the Stanford Social Innovation Review (SSIR), the leading journal on nonprofit management and philanthropy. While at the Review, she also launched SSIR’s successful Web site and blog. Prior to her work at SSIR, Ni co-founded Grassroots Enterprise, a nonprofit advocacy tools provider that combines the best of cutting-edge Internet technology with high-impact communications to build movements that make an impact. A frequent speaker on nonprofits and philanthropy, Ni was recently named a "Top Philanthropy Game Changer" by the Huffington Post. Ni serves on the board of Goodwill San Francisco, and she is a former advisory board member of the San Francisco Nonprofit Finance Fund and former member of the Working Group on E-Government in the Developing World of the Pacific Council on International Policy.
Session: The Role and Effect of Technology on Social Innovation
Executive Director, Dean & Margaret Lesher Foundation
10:30 a.m. to 12:00 p.m., Monday, April 26
Kathleen Odne is the executive director of the Dean & Margaret Lesher Foundation, a family foundation, based in Walnut Creek, CA, that provides grants to nonprofits in northern California to improve K-12 education, enhance the visual and performing arts, and support programs benefiting children and families. Odne currently serves on the board of directors and the Ethics & Best Practices and Professional Development committees of the Council on Foundations, as well as the board of the Forum of Regional Associations of Grantmakers. She is a past chair of the Committee on Family Foundations at the Council, which developed the Stewardship Principles for Family Foundations. She is a founding member of the Funders Forum of Contra Costa, an affinity group of funders in the San Francisco Bay area, and a member of the Advisory Council for the Foundation Center in San Francisco. Odne has previously served on the boards of Northern California Grantmakers and the Association of Small Foundations.
Session: Let's Go Outside: Building External Champions for Foundations
Founder and CEO, Project HEALTH
10:00 a.m. to 11:30 a.m., Tuesday, April 27
Rebecca Onie is founder and CEO of Project HEALTH, which works to break the link between poverty and poor health by mobilizing college students to provide sustained public health interventions in partnership with urban medical centers, universities, and community organizations. In 1996, during her sophomore year at Harvard College, Onie founded Project HEALTH with Dr. Barry Zuckerman, chair of Pediatrics at Boston Medical Center. After attending Harvard Law School, where she served as an editor of the Harvard Law Review and research assistant for Professors Laurence Tribe and Lani Guinier, Onie clerked for the Honorable Diane P. Wood of the U.S. District Court of Appeals for the Seventh Circuit. She received a MacArthur Fellowship in 2009 and is also a recipient of the John F. Kennedy New Frontier Award, honoring Americans under the age of 40 who are changing their communities and the country with their commitment to public service. Onie is a U.S. Ashoka Fellow as well as a Young Global Leader of the World Economic Forum.
Session: Volunteerism and Social Innovation
Professor, Oberlin College
4:30 p.m. to 6:00 p.m., Sunday, April 25
David W. Orr is the Paul Sears Distinguished Professor of Environmental Studies and Politics at Oberlin College, where he organized and led the effort to design the first substantially green building on a U.S. college campus—the Oberlin Environmental Studies Center, selected as one of 30 "milestone buildings" in the 20th century by the U.S. Department of Energy. Orr’s career as a scholar, teacher, writer, speaker, and entrepreneur spans fields as diverse as environment and politics, environmental education, campus greening, green building, ecological design, and climate change. He is a pioneer in environmental literacy in higher education and ecological design and has authored six books. Orr is also a contributing editor of Conservation Biology. He serves on the boards of Center for Ecoliteracy and the Center for Respect of Life and Environment and is an advisor to the Trust for Public Land and National Parks Advisory Committee. In addition, Orr serves as a lecturer at hundreds of colleges and universities.
Session: Living Cities — Past, Present, and Future
Partner, Caplan & Drysale
3:15 p.m. to 4:30 p.m., Saturday, April 24
Marcus (Marc) S. Owens is a partner at the Washington, D.C., law firm of Caplin & Drysdale, where he specializes in federal tax issues related to tax-exempt organizations, including charities and issue advocacy groups. Prior to joining Caplin & Drysdale, Owens spent 25 years with the Internal Revenue Service, including serving as director of the Exempt Organizations Division for 10 years. As director of the Exempt Organizations Division, he was responsible for the design and implementation of federal tax rulings and enforcement programs for charities and other tax-exempt organizations, and he also served as the IRS's primary liaison with other federal agencies, Congress, and state regulators on exempt organizations issues. Owens is a member of the District of Columbia and Florida Bars and a member of the Center for Lobbying in the Public Interest Board of Directors. Owens is also co-chair of the Subcommittee on Audits and Appeals of the Exempt Organizations Committee of the American Bar Association Tax Section.
Session: CEO-Trustee Track: What if the IRS Audits Your Foundation?
Manager, Denver Department of Community Planning and Development
4:30 p.m. to 6:00 p.m., Sunday, April 25
Peter J. Park is manager of the Denver Department of Community Planning and Development, which includes planning, zoning, construction permit, and inspection services. Park was formerly the city planning director in Milwaukee, WI, where he was instrumental in establishing a disciplined approach to comprehensive planning, raising awareness of design, creating the Milwaukee Development Center (consolidating planning, zoning, and construction permit functions), streamlining development review procedures, and completing a comprehensive update of the city’s zoning code. Park has specialized in urban design and planning work requiring innovative solutions that balance development needs with unique site and design quality concerns. He has worked with a variety of organizations dealing with regional planning, neighborhood planning, urban design, design guidelines, and building renovation. Park is also an associate professor of Urban Design at the University of Colorado, Denver, and has lectured at the University of Chicago, Harvard Graduate School of Design, Marquette University, University of Montreal, and the University of Tokyo.
Session: Living Cities — Past, Present, and Future
Founder, Society for the Promotion of Area Resource Centres
5:00 p.m. to 6:30 p.m., Monday, April 26
Sheela Patel is founder of the Society for the Promotion of Area Resource Centres (SPARC), one of the largest, Indian nongovernmental organizations (NGOs) working on housing and infrastructure issues for the urban poor. Patel is also chair of Shack/Slum Dwellers International (SDI), a transnational network of local slum dweller organizations that have come together at the city and national level to form federations of the urban poor. SPARC operates through an alliance with the National Slum Dwellers Federation and Mahila Milan, a women’s organization with a focus on economic empowerment. Under Patel’s leadership, SPARC has been responsible for the construction of housing for over 8,500 families and more than 500,000 toilets and latrines. Currently, SPARC has programs in 70 cities throughout India. It works in partnership with local grassroots groups, government agencies, and other actors to build support for housing and microcredit programs for pavement dwellers living in shacks alongside roads, support-related research, and implementation of relevant policy initiatives.
Session: Van Leer Lecture
President and CEO, Women’s Foundation of California
1:45 p.m. to 3:30 p.m., Tueday, April 27
Judy Patrick is president and CEO of the Women’s Foundation of California. Prior to her appointment in 2008, Patrick was executive vice president of Programs for nine years, where she led the Foundation’s advocacy and policy change work, including the development of the groundbreaking Women’s Policy Institute. She also worked to develop programs to strengthen grant partners’ organizational capacity and to evaluate the impact of their work. Prior to joining the Women’s Foundation, Patrick directed the work of several nonprofits, including as executive director of the San Francisco-based Women’s Philharmonic and director of Girls Count, a Colorado initiative to change systems that impact girls’ educational achievement and career planning. Patrick also led Mi Casa Resource Center for Women, a Denver organization that advances self-sufficiency, primarily for low-income Latinas and youth. She has served on the faculties of the University of Colorado at Denver and Regis University, teaching program development and evaluation. In addition, Patrick serves on numerous boards of directors.
Session: Advance Practice Institutes – Leverage Beyond Pure Grantmaking
Professor, University of Chicago
10:00 a.m. to 11:30 a.m., Tuesday, April 27
Charles M. Payne is the Frank P. Hixon Professor in the School of Social Service Administration at the University of Chicago. His interests include urban education and school reform, social inequality, social change, and modern African American history. His most recent books are So Much Reform, So Little Change, which examines the persistence of failure in urban schools, and Teach Freedom: The African American Tradition of Education For Liberation, an anthology concerned with Freedom School-like education. In addition, he is the author of Getting What We Ask For: The Ambiguity of Success and Failure In Urban Education and I've Got the Light of Freedom: The Organizing Tradition in the Mississippi Civil Rights Movement. Payne was founding director of the Urban Education Project in Orange, NJ, a nonprofit community center that broadens educational experiences for urban youngsters, and he has taught at Southern University, Williams College, Northwestern University, and Duke University.
Session: Building Systems of Excellence
Managing Director, FSG Social Impact Advisors
8:00 a.m. to 11:00 a.m., Sunday, April 25
Kyle J. Peterson is a managing director at FSG Social Impact Advisors, with more than 20 years of international development experience. Peterson has led many of FSG's global health and global development engagements, and he is a thought leader in pharmaceutical Corporate Social Responsibility (CSR) and corporate philanthropy, based on his work with four of the world's leading companies in the industry. He has developed detailed initiatives on workforce development, wetlands remediation, health care infrastructure in Africa, and border health issues in the U.S. and has particular expertise in corporate philanthropy performance measurement. Prior to joining FSG, Peterson served as a strategy consultant at OntheFrontier, a former Monitor Group company that focuses on domestic and international economic development; as the country director in Zimbabwe and Rwanda for Population Services International, a leading global health organization; and as an account executive for Hill and Knowlton, serving nonprofit clients and the government of Kuwait.
Session: Opening Session for Corporate Grantmakers
Director, Center for Corporate Citizenship
3:00 p.m. to 4:30 p.m., Monday, April 26
Christopher C. Pinney is director of Research and Policy at the Center for Corporate Citizenship at Boston College, where he oversees the development of the Center’s research and public policy programs and initiatives. Pinney is an internationally recognized authority on corporate citizenship and community involvement and a leading expert in the changing social contract between business, government, and the public. He is the chief architect of the Center’s corporate citizenship management framework and corporate citizenship management curriculum as well as an adjunct professor at the Carroll School of Management, where he teaches CSR strategy. Prior to his current role, Pinney was the Center's director of Executive Education. Before joining the Center, he served as director of the Imagine Program in Canada and vice president of corporate citizenship at the Canadian Centre for Philanthropy. In addition, Pinney is a fellow of the RSA and policy chair for the Progressive Business Leaders Network of Boston.
Session: Authentic CSR: Moving Beyond Corporate Philanthropy for Social Change and Business Impact
Founder and President, Alliance for Sustainable Colorado
4:30 p.m. to 6:00 p.m., Sunday, April 25
John Powers is the founder and president of the nonprofit, Alliance for Sustainable Colorado—which works to advance economic, environmental, and social sustainability in Colorado by building cross-sector alliances and networks with nonprofits, businesses, governments, and academia—and its dual Leadership in Energy and Environmental Design (LEED) Certified Multi-Tenant Nonprofit Center, the Alliance Center, the built example of the Alliance’s mission that demonstrates how sound building design and technologies create healthy workplaces and reduce environmental impacts. Powers is a member of the mayor of Denver’s Sustainable Development Initiative and serves on several boards, including the Colorado Environmental Coalition, Colorado Conservation Voters, and the Educational Foundation of America, where he started its environmental grantmaking program. In addition, Powers volunteered for the Environmental Grantmakers Association during its formative years and served as a member of its management committee for three years.
Session: Living Cities — Past, Present, and Future
Executive Director, Anschutz Family Foundation
3:00 p.m. to 4:30 p.m., Monday, April 26
4:30 p.m. to 6:00 p.m., Sunday, April 25
Jeffrey W. Pryor is executive director of the Anschutz Family Foundation, a family foundation, based in Denver, CO, that supports programs that address aging, poverty, youth, and community development. Pryor has extensive experience is philanthropy, donor-nonprofit relationships, and grantmaking. He is former president of the Alpine Institute, which provides research, evaluation, and development consultation for public and nonprofit organizations and former director of technical assistance for the United States Department of Justice's Institute of Nonprofit Organization Management. In addition, he is an adjunct faculty member of both Regis University's Masters of Nonprofit Management and the University of Stellenbosch Business School–South Africa. Pryor is the recipient of several awards in philanthropy and volunteer management, including Outstanding Professional in Philanthropy; the Trailblazer Award–Colorado Rural Development; Outstanding Volunteer Firefighter of the Year; Outstanding Teaching–Regis University; Community Resource Center “Legends” distinction; and the Century Award–Rocky Mountain Farmers Union, commemorating its 100th Anniversary.
Sessions: Protecting Your Investments: Leadership Development for Sustainability
Beyond Cash Machine: Communicating the Value of Foundations
Professor, University of North Carolina Chapel Hill
4:30 p.m. to 6:00 p.m., Sunday, April 25
Rohit Ramaswamy is a Gillings Visiting Clinical Associate Professor in the public health leadership program at the Gillings School of Global Public Health, University of North Carolina at Chapel Hill. Ramaswamy’s area of expertise is in enhancing the operational excellence of organizations, especially around the qualitative and quantitative analysis to improve the quality of organizational processes and programs. Ramaswamy is also a consultant to corporations and nonprofits, working in the areas of innovative program design, continuous quality improvement, and knowledge management. Over the past 15 years, he has helped companies and NGOs design, improve, measure, monitor, and evaluate processes to improve outcomes and to increase efficiencies. His clients have included nonprofits such as the Educational Testing Service, ACT, CARE USA, UNDP and VA Hospitals as well as corporations such as Blue Cross Blue Shield, General Electric, AT&T, Coca-Cola, Merrill Lynch, PriceWaterhouseCoopers, and Goldman Sachs. Ramaswamy is the author “
Design and Management of Service Processes“ and “
Improving Testing: Applying Process Tools and Techniques to Assure Quality.”
Session: Bringing Social Innovation to Market
Co-Director, The Advancement Project
4:30 p.m. to 6:00 p.m., Sunday, April 25
Constance (Connie) Rice is co-director of The Advancement Project, a policy and legal action group committed to racial justice and dedicated to the opportunity agenda that levels the playing field for the poor. Rice has led coalitions of unlikely allies to win over $20 billion in damages, bond funding, and injunctive relief for the poor, successfully changing policy in policing, transportation, school construction, employment, environmental safety, voting rights, domestic violence, and community safety. Rice’s latest mission is to ensure that every child in Los Angeles’ gang hot zones—many which rival actual war zones—can safely attend school and engage in after school enrichment without being subjected to the threat of gangs and gang violence. Rice has received more than 50 major awards for her leadership of diverse coalitions and her non-traditional approaches to litigating major cases involving police misconduct, employment discrimination, and fair public resource allocation. Los Angeles Magazine declared Rice “the voice of LA's oppressed.”
Session: Mini Plenary: Social Justice: From Here to 2030
Session: Navigating the Crossroads of Global Social Justice Issues
Chief Program Officer, Women’s Funding Network
1:45 p.m. to 3:30 p.m., Tuesday, April 27
Deborah Richardson, chief program officer for the Women’s Funding Network, has a 30-year track record in program development, administration, and fundraising, and her areas of expertise include philanthropy, social justice, and child sexual exploitation. Prior to her appointment as chief program officer, Richardson was CEO of The Atlanta Women’s Foundation (AWF). She also served as vice president of Programs and Strategic Initiatives at AWF; director of Program Development for Fulton County Juvenile Court; founding executive director of the Juvenile Justice Fund; and managing director of the National Black Arts Festival. As an authority on child sexual exploitation issues, Richardson has designed leading programs for girls victimized by commercial sexual exploitation and is the co-author of "Ending Sex Trafficking of Children in Atlanta." She has also written for the Women’s Media Center, The Huffington Post, and The Atlanta Journal-Constitution. Richardson’s honors include the Legacy Award from “A Future. Not A Past,” a campaign to end the prostitution of children in Georgia.
Session: Advance Practice Institutes – c
President, First Nations Development Institute
3:00 p.m. to 4:30 p.m., Monday, April 26
Michael E. Roberts (of the Tlingit Nation) is president of First Nations Development Institute, an organization building a strong foundation for and strengthening American Indian-controlled economies. First Nations does its work through a three-pronged strategy of educating grassroots practitioners, advocating systematic change, and capitalizing Indian communities. As president, Roberts is responsible for First Nations’ overall vision and coordination for First Nations’ programmatic, administrative, and grantmaking strategies. He also serves as the lead spokesman for communicating information about First Nations’ projects, programs, and models throughout Indian country and the philanthropic community. Before rejoining First Nations in 2005, Roberts formerly served as the organization’s COO from 1997 to 2002. In the interim, he spent five years in private equity, including advising angel investors; working for a $500M telecommunications fund; and working at an early-stage Midwest venture capital firm. In addition, Roberts has worked with Alaska Native corporations and for local IRA councils, primarily in accounting and finance.
Session: Change Not Charity—Resource Mobilization for Social Justice
Director of Corporate Community Involvement, Kraft Foods
10:30 a.m. to 12:00 p.m., Monday, April 26
Nicole R. Robinson is director of Corporate Community Involvement for Kraft Foods, where she leads Kraft’s philanthropic initiatives, which provide cash contributions of $18.3 million to fund hunger relief, healthy lifestyles, humanitarian aid, and employee involvement programming. Robinson leads a six-member team to deliver programming in partnership with non-governmental organizations (NGOs) across the U.S., Asia Pacific, Europe, Middle East, and Latin America. Her specific responsibilities include strategic planning, program development, research, and measurement and evaluation efforts across all programs. Robinson brings a unique mix of business acumen as well as nonprofit sector accomplishments to philanthropy as an advocate for affordable housing, women’s rights, and other social justice issues. Over the years, she has served as a volunteer, board member, and speaker to numerous organizations. Robinson is a 2007-2008fellow with the Association of Black Foundation Executives and serves on the Chicago Consortium to Lower Childhood Obesity Corporate Committee and the Council on Foundation’s Committee on Corporate Grantmaking.
Session: Trading Power: What Next Gen Offers in Exchange for What Seasoned Leaders Provide
Principal, The Clapham Group and Managing Director, Wedgwood Circle
1:45 p.m. to 3:30 p.m., Tuesday, April 27
Mark Rodgers is principal of The Clapham Group and managing director of Wedgwood Circle, two companies that seek to influence culture upstream of the political arena. Previously, Rodgers served on Capitol Hill as the third-ranking Republican leadership staffer in the U.S. Senate for six years, overseeing strategic planning and strategic communications, and as a chief of staff and Republican staff director for a total of 16 years, where he worked on issues such as poverty alleviation, widening opportunity, asset building, and global AIDS relief, as well as protecting life at its most vulnerable stages. Rodgers is a published writer and speaker on the topic of faith and public life, culture, and caring for the least of these. He is also a social entrepreneur and enjoys finding ways to help people “do good while doing well.” Currently he serves as a fellow at the Ethics and Public Policy Center, and he also founded the National Institute of Lay Education (NILE), which developed adult education curriculum to encourage reflecting Christian involvement in public life.
Session: API: Creating an Opportunity Society: A Frame for Bridging the Ideological Divide?
Vice President, Council of Michigan Foundations
3:00 p.m. to 4:30 p.m., Monday, April 26
Vicki J. Rosenberg is vice president of education, communication, and external relations for the Council of Michigan Foundations (CMF), a nonprofit membership association of more than 350 grantmaking organizations working together to strengthen, promote, and increase philanthropy in Michigan. Rosenberg provides strategic direction and management of programs, services, and research and development initiatives designed to increase the effectiveness and impact of Michigan foundations. Prior to CMF, Rosenberg worked for the J. Paul Getty Trust Center for Education in the Arts, where she developed and managed national grant programs and strategic partnerships, including a 15-year initiative that supported research and development centers whose work directly impacted more than two million K-12 students in 13 states. She is a trustee of Michigan’s Children and of the Communications Network and co-chair of the Forum of Regional Associations of Grantmakers Task Force on Grantmaker Education. She serves on the Council on Foundations’ Committee on Inclusiveness and the Diversity in Philanthropy Project’s Phase II strategic planning team. Rosenberg is a co-author of “Essential Skill”s and “Strategies for New Grantmakers,” the standard national orientation program for those new to philanthropy.
Session: Affinity Group: Beyond Cash Machine: Communicating the Value of Foundations
President and CEO, The California Endowment
10:00 a.m. to 11:30 a.m., Tuesday, April 27
Robert K. Ross, M.D., is president and CEO of The California Endowment, a health foundation established to expand access to affordable, quality health care for underserved individuals and communities and to promote fundamental improvements in the health status of all Californians. Prior joining The California Endowment in 2000, Dr. Ross served as director of the Health and Human Services Agency for the County of San Diego from 1993 to 2000 and commissioner of Public Health for the City of Philadelphia from 1990 to 1993. In addition, Dr. Ross has an extensive background as a clinician and public health administrator and has received numerous awards and honors including the Council on Foundations’ 2008 Distinguished Grantmaker of the Year Award, "Youth Advocacy Humanitarian of the Year" award; the "Outstanding Community Service Award" from the Volunteers of America; the "Leadership Award" from the Hospital Council of San Diego and Imperial Counties; and the National Association of Health Services Executives “Health Administrator of the Year Citation.”
Session: Bringing it Home: Achieving Social Justice in Our Own Sector
Health Policy Correspondent, National Public Radio
4:30 p.m. to 6:00 p.m., Sunday, April 25
Julie Rovner is a health policy correspondent for National Public Radio (NPR), specializing in the politics of health care. Rovner is also a columnist for National Journal's CongressDaily. In 2005, she was awarded the Everett McKinley Dirksen Award for Distinguished Reporting of Congress for her coverage of the passage of the 2003 Medicare prescription drug bill and its aftermath.
Rovner has appeared on The NewsHour, CNN, C-Span, MSNBC, and NOW with Bill Moyers. I. Her articles have appeared in dozens of national newspapers and magazines, including The Washington Post, USA Today, Modern Maturity, and The Saturday Evening Post. A noted expert on health policy issues, Rovner is the author of a critically-praised reference book, Health Care Politics and Policy A-Z, and co-author of Managed Care Strategies 1997. Previously, she covered health and human services for the Congressional Quarterly Weekly Report. Later, Rovner covered health reform for the Medical News Network, an interactive daily television news service for physicians, and provided analysis and commentary on the health reform debates in Congress for NPR.
Session: Health Reform 101: What's Happening, What's Next, and What's the Role of Foundations?
CEO, Common Counsel Foundation
1:45 p.m. to 3:30 p.m., Tuesday, April 27
Ronald M. Rowell is CEO of Common Counsel Foundation, a consortium of family foundations and individual donors working to expand philanthropic resources for progressive social justice. Prior to joining the Common Counsel Foundation, Rowell served as program officer for Social Justice at the San Francisco Foundation from 2000 to 2009. His professional career prior to philanthropy included health planning, refugee resettlement, economic development with American Indian tribes, and HIV/AIDS prevention and treatment. Rowell founded the National Native American AIDS Prevention Center in 1987 and became its first executive director. He is currently president of Native Americans in Philanthropy, vice president of Funders for LGBTQ Issues, and co-chair of the Northern California Grantmakers Public Policy Committee. In addition, Rowell is president of the board of directors of the Friendship House Association of American Indians of San Francisco and a member of the boards of the French-American Cultural Society and the Yerba Buena Gardens Festival of San Francisco.
Session: Intersectionality 101: Reaching Underserved Populations with Solutions that Last
President and CEO, Greater New Orleans Foundation
10:00 a.m. to 11:30 a.m., Tuesday, April 27
Albert Ruesga is president and CEO of the Greater New Orleans Foundation, the community foundation serving the 13-parish region of metropolitan New Orleans, known for its leadership in the region after Hurricane Katrina and for its work in housing, community development, regionalism, and the environment. Ruesga serves on the board of Hispanics in Philanthropy, a transnational network of grantmakers, and he recently joined the board of Grantmakers for Effective Organizations. He’s also a member of the steering committee for the Southern Social Justice Working Group, the Aspen Philanthropy Group, and the Working Group on Philanthropy for Peace and Social Justice Philanthropy. In addition, Ruesga is former vice president for Programs and Communication with the Meyer Foundation. An accomplished writer, his articles have appeared in Social Theory and Practice, The Journal of Popular Culture, and the Boston Book Review. Ruesga is the founding editor of the White Courtesy Telephone, a popular blog about nonprofits and philanthropy.
Session: Bringing it Home: Achieving Social Justice in our Own Sector
Founder, Catalista LLC
10:00 a.m. to 11:30 a.m., Tuesday, April 27
Catalina Ruiz-Healy is founder of Catalista LLC, a platform whose mission is to inspire all Americans to connect to and make a difference in their communities. Catalista’s first product seeks to reverse the falling volunteering rates and what the National Conference on Citizenship has coined a "civic recession." Catalista for iPhone, iPod, and Android Catalista is a Smartphone application that allows users to find local volunteer opportunities in their neighborhoods in real-time, rate them, and track and share their good deeds with their social networks. Prior to Catalista, Ruiz-Healy was vice president at New Progressive Coalition LLC, where she led the development of the tools and strategies its clients need to become savvy and committed political and philanthropic donors, including a proprietary methodology for measuring social and political impact and the “political mutual fund.” Ruiz-Healy has nearly 15 years of experience with advising institutional and individual donors on their philanthropic investment strategies and operations.
Session: Volunteerism and Social Innovation
National Coordinator, United We Dream Network
10:30 a.m. to 12:00 p.m., Monday, April 26
Carlos Saavedra is national coordinator for the United We Dream Network (UWD), an emerging national institution that seeks to develop the leadership of the growing immigrant young community. Saavedra has been organizing in the immigrant community for many years, and as an immigrant from Peru, has seen first-hand the hardships faced by immigrants in Massachusetts. For years, he has been part of the campaign to ensure that immigrant students in Massachusetts are able to fulfill their dreams of a college education and a better future. Prior to UWD, Saavedra was hired as a student organizer for the Massachusetts Immigrant & Refugee Advocacy Coalition, where he helped found the Student Immigrant Movement, which advocates for equal rights for the immigrant community. In 2008, he became SIM’s executive director, and under his leadership, SIM launched and succeeded in their 10 out of 10 Campaign, a campaign that aimed at getting the entire Massachusetts congressional delegation to co-sponsor the Development Relief and Education of Alien Minors (
DREAM) Act.
Session: Movement Building for Social Justice
President and Executive Director, Asian Americans/Pacific Islanders in Philanthropy
3:00 p.m. to 4:30 p.m., Monday, April 26
Peggy Saika is president and executive director of Asian Americans/Pacific Islanders in Philanthropy (AAPIP), a national membership and philanthropic advocacy organization dedicated to advancing philanthropy and Asian American/Pacific Islander communities. Prior to AAPIP, Saika was the founding executive director of the Asian Pacific Environmental Network and served as executive director of the Asian Law Caucus. She is a co-founder of the Asian Women's Shelter, Asians/Pacific Islanders for Choice, the National Asian Pacific American Legal Consortium, and the National Asian Pacific American Women's Forum. Saika has served on the board of numerous organizations, including Equal Rights Advocates, Progressive Assets Management, and the Alston/Bannerman National Fellowship Program. She is the past chair of the New World Foundation Board of Directors and The California Wellness Foundation. Saika also served on the boards of the Ms. Foundation for Women, the Mertz-Gilmore Foundation, the National Network of Grantmakers, and the Council on Foundations. She currently serves on the board of the San Francisco Foundation. In 2008, Saika was awarded The LEAD (Leadership, Equity, And Diversity) Award from Women & Philanthropy.
Session: Change Not Charity—Resource Mobilization for Social Justice
Visiting Fellow, Center for American Progress
3:00 p.m. to 4:30 p.m., Monday, April 26
Shirley Sagawa is a visiting fellow with the Center for American Progress, where she is a leading expert on national service policy and the author of “The American Way to Change: How National Service and Volunteers are Transforming America.” I Sagawa is also the co-founder of sagawa/jospin, a consulting firm that provides strategic counsel to nonprofits. She was called “a founding mother” of the modern service movement in Steve Waldman’s book “The Bill,” and in 2009, received the Lifetime of Service Award from AmeriCorps Alums. Sagawa served as a presidential appointee in both the first Bush Administration and the Clinton Administration, and led the Obama transition for the Corporation for National and Community Service. As special assistant to President Clinton for domestic policy, Sagawa drafted the legislation that created AmeriCorps and the Corporation for National and Community Service. After Senate confirmation as the Corporation’s first managing director, she helped lead the development of the new agency and its programs. Sagawa also served as deputy chief of staff to First Lady Hillary Clinton.
Session: Intersections: The Roles of the Public, Private and Philanthropic Sectors in Advancing Community Service
Director, National Congress of American Indians
Noon to 1:30 p.m., Tuesday, April 27
Sherry Salway Black is director of the Partnership for Tribal Governance of the National Congress of American Indians (NCAI), which monitors federal policy and coordinated efforts to inform federal decisions that affect tribal government interests. Previously, Black served as a program consultant with NCAI. Prior NCAI, Black was senior vice president of, and served on the boards of directors for, First Nations Development Institute and First Nations Oweesta Corporation for 19 years; she served six years with the Indian Health Service; and she served three years as the executive director of the Ovarian Cancer National Alliance. Black currently serves on the boards of the Johnson Scholarship Foundation and First Peoples Fund, on the board of trustees for the National Indian Child Welfare Association, and on the board of advisors for Trillium Asset Management Corporation. Black also serves on the advisory committee for the National Congress of American Indians’ Policy Research Center and the board of governors for the Honoring Contributions in the Governance of Tribal Nations program at Harvard University.
Session: Tuesday Lunch Plenary: Featuring Geoffrey Canada, President & CEO, Harlem Children's Zone
Chief Executive, European Foundation Centre
4:30 p.m. to 6:00 p.m., Sunday, April 25
Gerry Salole is chief executive of the European Foundation Centre (EFC) in Brussels, Belgium. The EFC is an international association that promotes and serves independent funders active in Europe. Salole assumed his post in September 2005, after having worked as the Ford Foundation’s top representative in South Africa since 1999, where he oversaw projects to reduce poverty, increase racial equalities, and strengthen democracy. Throughout his professional life, Salole has been interested in community development issues and is considered a specialist in the field. His career has included working at the Bernard van Leer Foundation, based in the Hague, as director of the Department of Programme Documentation and Communication; Save the Children Federation (USA) in Ethiopia and Zimbabwe; and Oxfam UK. Salole is the chair of TrustAfrica, an independent private foundation set up in Dakar, Senegal, to promote peace, economic prosperity, and social justice throughout the continent, and he serves on the board of Alliance Publishing Trust in London.
Session: Global Philanthropy Leadership Initiative
Program Coordinator, Living Cities
4:30 p.m. to 6:00 p.m., Sunday, April 25
2:30 p.m. - 6:00 p.m., Monday, April 26
Laura Sanchez is program coordinator for Living Cities, an innovative philanthropic collaborative of 22 of the world's largest foundations and financial institutions focused on improving the lives of low-income people and the urban areas in which they live, where she helps manage the organization and communication for all committees. Sanchez is involved in Living Cities' Green Economy Initiatives and works with cities attempting to implement large-scale building retrofit systems. Prior to joining Living Cities, Sanchez was an intern at the Center for Health Justice, a nonprofit organization working to decrease disparities between prisoner health and public health. She brings with her a strong background in outreach and advocacy around issues of public health and education.
Living Cities, Past, Present and Future
Site Session: Alliance Center Living Cities: Past, Present and Future
Executive Director, Hagedorn Foundation
4:30 p.m. to 6:00 p.m., Sunday, April 25
Darren Sandow is executive director of the Hagedorn Foundation, a private family foundation, based in Port Washington, NY, that seeks to support and promote social equity, using Long Island as its starting point. Sandow’s background is diverse, beginning as a Peace Corps volunteer in Costa Rica, later working at the Health and Welfare Council of Nassau County, and then as the CFO for the People's Firehouse in Brooklyn. Sandow served as the program director for the Long Island Community Foundation and the Long Island Unitarian Universalist Fund (LIUUF) before joining the Hagedorn Foundation in August 2005. In addition, Sandow is a passionate advocate for immigration. He is a founding member of Brookhaven Citizens for Peaceful Solutions, a coalition formed as an alternative to Sachem Quality of Life, a Farmingville (NY) group that has been outspoken against illegal immigration. Sandow’s involvement with Farmingville dates back to 1998—when day laborers were evicted from their homes, he helped secure aid for them.
Session: Immigrant Integration: National Trends, Local Influences
Senior Vice President, The Philanthropy Roundtable
3:00 p.m. to 4:30 p.m., Monday, April 26
Sue Santa is senior vice president for public policy at The Philanthropy Roundtable, a national association of individual donors, corporate giving officers, and foundation trustees and staff whose members gain access to a donor community interested in philanthropic strategies and programs that actually work. Prior to joining the Roundtable, Santa served as senior director of public and legal affairs for International Speedway Corporation (ISC), where she led federal and state legislative efforts, served as a key strategist on property development projects, and organized special events. Before ISC, she was an associate in the legislative practice group of Verner, Liipfert, Bernhard, McPherson & Hand in Washington, D.C., where she participated in a wide variety of projects, including energy and oil production policy, transportation issues, international trade development, and crisis management. Santa’s first experience in Washington was as special projects coordinator for Senator Jeff Bingaman, where she managed projects related to education, human services, children’s issues, and the arts.
Session: Town Hall: Did Philanthropy Do Its Part in Response to the Economic Crisis?
Senior Fellow, Brookings Institution
1:45 p.m. to 3:30 p.m., Tuesday, April 27
Isabel V. Sawhill is a senior fellow in Economic Studies at the Brookings Institution, where she serves as director of the Budgeting for National Priorities project and co-director of the Center on Children and Families. Sawhill also holds the Cabot Family Chair, and she served as vice president and director of the Economic Studies program at Brookings from 2003 to 2006. Sawhill is a nationally recognized budget expert and one of the country’s most distinguished economic analysts, with expertise in the areas of fiscal policy, poverty and inequality, welfare, and changes in the American family. Prior to joining Brookings, she was a senior fellow at The Urban Institute. She also served as an associate director at the Office of Management and Budget from 1993 to 1995, where her responsibilities included all of the human resource programs of the federal government. In addition, Sawhill is founder and former president of the National Campaign to Prevent Teen Pregnancy, a private sector, nonpartisan organization committed to reducing the teen pregnancy rate.
Session: API: Creating an Opportunity Society: A Frame for Bridging the Ideological Divide?
Director, Bradley Center for Philanthropy and Civic Renewal
1:45 p.m. to 3:30 p.m., Tuesday, April 27
William A. Schambra is director of the Hudson Institute’s Bradley Center for Philanthropy and Civic Renewal, which aims to encourage foundations and charitable donors to direct more resources toward support of small, local, often faith-based grassroots associations that are the heart of a vital civil society. Prior to joining the Hudson Institute, Schambra was director of programs at the Bradley Foundation in Milwaukee, WI. Before Bradley, he served as a senior advisor and chief speechwriter for Attorney General Edwin Meese III, Director of the Office of Personnel Management Constance Horner, and Secretary of Health and Human Services Louis Sullivan. He was also director of Social Policy Programs for the American Enterprise Institute. Schambra was appointed by President Reagan to the National Historical Publications and Records Commission and by President George W. Bush to the board of directors of the Corporation for National and Community Service. Schambra has written extensively on the Constitution, the theory and practice of civic revitalization, and civil society in numerous publications and is a regular columnist for the Chronicle of Philanthropy.
Session: API: Creating an Opportunity Society: A Frame for Bridging the Ideological Divide?
Chief Executive, GuideStar International
3:15 p.m. to 4:30 p.m., Saturday, April 24
DBuzz Schmidt is chief executive of GuideStar International, a UK-registered charity, building a global network of Web sites with detailed reports on countries’ civil society organizations (CSOs) to make them more visible to those who wish to support their work. Schmidt founded GuideStar in the U.S. in 1994, GuideStar UK in 2003, and GSI in 2004. GuideStar US is the definitive source of easily accessible and non-evaluative information on 1.7 million nonprofits in the United States, assembling and delivering an exhaustive database of financial and operational reports on public charities. He was named 1999 U.S. Nonprofit Executive of the Year by The Nonprofit Times and one of six visionary leaders in philanthropy profiled by Time in 1999. Schmidt serves on the boards of the Institute for Philanthropy, FB Heron Foundation (Chair), Association for the Preservation of Virginia Antiquity, Friends of New Philanthropy Capital (President) and GuideStar Data Services, CIC (Chair), as well as the International Committee of Independent Sector.
Session: Investing for Impact: Mission Related Investing
Chief Executive, GuideStar International
1:45 p.m. to 3:30 p.m., Tuesday, April 27
Larry J. Schweiger is president and CEO of the National Wildlife Federation, America’s largest conservation organization. With over 30 years working in the conservation arena, Schweiger has been a national leader in bringing the public’s attention to the need to confront global warming and urging the country’s Congressional leadership to step up and deal with this issue which threatens America’s wildlife heritage and the future of the planet. Previously, Schweiger served for eight years as president and CEO of the Western Pennsylvania Conservancy, where he pioneered watershed restoration and promoted ecological research, land conservation, and community outreach. He is an active community leader, having served on more than 40 governing boards, commissions, and committees. He currently serves on the boards of directors of the Alliance for Climate Protection; the H. John Heinz III Center for Science, Economics and the Environment; and National Wildlife Federation Action Fund. Schweiger’s recent book, “Last Chance: Preserving Life on Earth,” focuses on global warming, wildlife, and our need to transition to a clean energy economy.
Session: API: Accelerating the Clean Energy Economy: How We Get There From Here
Hip-Hop Artist and Educator
4:30 p.m. to 6:00 p.m., Sunday, April 25
Anthony "K-Swift" Scott is a hip-hop artist and educator who has been involved with every aspect of Urban Word NYC since 1999 when he discovered his first youth open mic. Scott was selected as one of five members of the NYC Teen Poetry Slam Team in 2001 and was the coach of the 2002 NYC team. Rapping since the age of three, Scott’s poetry has appeared in MH-18, Fusion, Teachers & Writers Collaborative Handbook of Poetic Forms, and Brave New Voices. Most recently, Scott’s been recording demos and performing with his group Project.
Session: Affinity Group: Social Change, Education: Hip Hop Arts in Education
Director, Philanthropy Awareness Initiative
10:30 a.m. to 12:00 p.m., Monday, April 26
Mark Sedway is director of the Philanthropy Awareness Initiative, a short term research and development (R&D) project, initiated and supported by the Packard, Gates, Hewlett, Irvine, and Robert Wood Johnson foundations, that works with foundations and philanthropy associations to improve communications and outreach to influential Americans. Sedway is also principal of Sedway Associates, a consulting practice based in the Greater Chicago area, that helps philanthropy organizations use communications to achieve greater impact. Sedway’s clients have included the California HealthCare Foundation, Evaluation Roundtable, the Grand Victoria Foundation, GrantCraft (a project of the Ford Foundation), Grantmakers for Effective Organizations, the California Endowment, the James Irvine Foundation, the Joyce Foundation, the MacArthur Foundation, and Project Streamline. Prior to launching Sedway Associates, Sedway was an account executive with Williams Group, a strategic communications consulting firm, and director of communications with the James Irvine Foundation.
Session: Let's Go Outside: Building External Champions for Foundations
Director, Wellspring Advisors
4:30 p.m. to 6:00 p.m., Sunday, April 25
Ann Segal is director for Disadvantaged Children and Families at Wellspring Advisors, a donor advisory firm assisting anonymous clients direct their philanthropic investments and providing on-going oversight of funded grants. Segal began her early career in children’s services before spending 22 years at the U.S. Department of Health and Human Services (HHS) in the Office of the Assistant Secretary for Planning and Evaluation, Office of the Secretary, where she served in many positions dealing with every topic in the Department and all federal programs related to low-income families and their relationships to state, local, and private programs. During her last two years at HHS, Segal served as the political deputy assistant secretary for Policy Initiatives, where she managed a staff of 140 and a budget of $70 million. She was also the senior career manager for the Clinton administration’s welfare reform deliberation. After leaving HHS, Segal worked for the Packard Foundation, followed by time as a consultant for numerous foundations.
Session: Federal Policy and Advocacy: Fixing No Child Left Behind and What Foundations Can Do About It
Executive Director, Funders Network on Population, Reproductive Health and Rights
10:30 a.m. to 12:00 p.m., Monday, April 26
Denise Shannon is executive director of the Funders Network on Population, Reproductive Health and Rights, an association of philanthropic institutions that seeks to improve communication, foster collaboration, increase resources, and enhance the overall effectiveness of grantmakers in the field. Prior to joining the Network, Shannon was an independent consultant, providing a range of communications services for clients that included the Ford Foundation and the MacArthur Foundation, among others. In addition, Shannon previously worked for Catholics for Choice, where she served as director of Education and Communications before becoming the organization’s executive vice president. She currently serves as chair of the board of directors of the Innovation Center for Community and Youth Development, a national organization based in Takoma Park, MD, whose youth and adult staff and partners further best practices in the field of youth development and work to unleash the potential of youth, adults, organizations, and communities to engage together in creating a just and equitable society.
Session: Population, Justice and the Environment: New Thinking, New Funding Strategies
Associate Director, Annie E. Casey Foundation
10:30 a.m. to 12:00 p.m., Monday, April 26
Miriam Shark is an associate director at the Annie E. Casey Foundation, a private philanthropy dedicated to helping build better futures for disadvantaged children in the United States. Shark manages the Philanthropic Partnerships initiative to deepen and diversify Casey’s relationships with philanthropies, philanthropists, and philanthropic networks. She created and leads the initiative to Strengthen Rural Families, extending Casey’s reach to vulnerable children and families in rural communities. Shark was one of the architects of the Foundation’s family-strengthening agenda and established a variety of partnerships and award programs designed to promote family-strengthening and family economic success strategies. In addition, she serves as vice chair of Kids In Distressed Situations, a national nonprofit organization that facilitates donations to low-income families by manufacturers and retailers of children’s products. Prior to joining the Foundation, Shark was a director of the Massachusetts Rate Setting Commission and served as the director of a community-based mental health center.
Session: Philanthropy and Rural America—Expanding the Conversation
Program Director, W.K. Kellogg Foundation
8:00 a.m. to 5:00 p.m., Saturday, April 24
Kelly Shipp Simone is deputy general counsel with the Council on Foundations, where she provides legal information to private foundations and public charities on a broad cross-section of legal issues. Simone also provides legal support to the Community Foundations National Standards Board, a supporting organization of the Council that administers the accreditation process for the National Standards for U.S. Community Foundations. Prior to joining the Council, Simone served as a law fellow with the Alliance for Justice. She has authored several articles for foundations, including “Election Year Politics” and “Legal FAQs on Disaster Grantmaking.” She is the author of the Council’s publications, “How to Calculate the Public Support Test” and “Top 10 Ways Private Foundations Can Influence Public Policy” and is a contributing author to the Alliance for Justice’s “Investing in Change: A Funder’s Guide to Supporting Advocacy” and Fieldstone Alliance’s “Power in Policy: A Funder's Guide to Advocacy and Civic Participation.” Simone is a member of the bar in Maryland and the District of Columbia and a member of the Virginia bar as corporate counsel.
Session: Essential Skills and Strategies for New Grantmakers
Director, Joyce Foundation
10:30 a.m. to 12:00 p.m., Monday, April 26
Gretchen Crosby Sims is director of Strategic Initiatives at the Joyce Foundation, a Chicago-based foundation that makes grants to improve the quality of life in the Great Lakes region, especially through initiatives designed to improve public policies. In this role, Crosby Sims leads efforts across the Foundation's six program areas to identify new opportunities to promote the organization's policy goals and serves on the management team of the organization. Current initiatives center on increasing participation in the 2010 Census, promoting the use of prizes and challenges to achieve breakthrough changes on longstanding social policy challenges, and exploring how new media and online organizing tools can be used to advance policy objectives. From 2003-2008, Crosby Sims led Joyce's education program, which works to close achievement gaps through policy-oriented approaches to improving teacher quality in high-need schools and expanding early childhood education and charter schools. Prior to Joyce, Crosby Sims worked for the Council on Foreign Relations, CNN, and the Kennedy School of Government at Harvard University.
Session: Unlocking Social Innovation through Prize Philanthropy
Program Director, W.K. Kellogg Foundation
1:45 p.m. to 3:30 p.m., Tuesday, April 27
Marjorie R. Sims is a program director at the W.K. Kellogg Foundation, based in Battle Creek, MI. As a member of the Family Income and Assets team, Sims participates in the development of programming priorities, reviews and recommends proposals for funding, manages and monitors a portfolio of active grants, and designs and implements national grants initiatives and multi-year projects. In addition, she serves on the Foundation’s New Mexico place-based team. Sims has more than 20 years experience in advancing women’s civil and human rights at local, state, national, and international levels. Before joining the Foundation, she held several positions, including chief operating officer and interim president, with the Washington Area Women’s Foundation in Washington, D.C. Previously, she served as the executive director of the California Women’s Law Center and as a policy analyst with the International Center for Research on Women. In 1995, she co-founded Women’s Policy, Inc. and served as its executive director for four years, building strong working relationships with female members of Congress, congressional staff, and national women's advocates.
Session: Leverage Beyond Pure Grantmaking, Advocacy to Advance a Social Change Agenda
Director of Communications, James Irvine Foundation
3:00 p.m. to 4:30 p.m., Monday, April 26
Daniel O. Silverman is director of communications and corporate secretary for the James Irvine Foundation, where his work focuses on applying campaign communications strategies to advance the Foundation’s programmatic goals. During his tenure, Irvine has garnered news and editorial coverage in The New York Times, the Chronicle of Philanthropy and most of the major media outlets in California. Prior to joining the Foundation in 2005, he served as senior vice president at Fenton Communications, the largest public interest communications firm in the country. At Fenton, Silverman provided communications counsel to a wide range of foundations and nonprofit organizations, with a focus on strategic planning, positioning, and media training, and he has trained hundreds of executive directors, advocates, and researchers in all aspects of public speaking and media relations. Prior to joining Fenton, Silverman served as national media director for the Sierra Club and as national field director for the U.S. Public Interest Research Group.
Session: Beyond Cash Machine: Communicating the Value of Foundations
Green Conference Manager, GreenMeetings
10:00 a.m. to 11:30 a.m., Tuesday, April 27
Linda Ann Smith is green conference manager with GreenMeetings, a full-service, turnkey, green/sustainable conference management company, where reducing, reusing, and recycling are the foundation of her business. Smith started her environmental conference business in 1991, and over the past 20 years, she has not only educated venues and vendors about the importance of environmental and social change issues, but she has also proved to her clients how implementing a green meeting process could be cost-effective. Smith has been instrumental in changing vendor and venue practices in the United States and Canada. Her expertise in green meeting management includes working with venues and clients on a wide variety of ecologically friendly practices, including the recycling of materials, use of non-toxic cleaning materials, re-use of linens, composting food waste, and providing delicious, locally grown, in-season, organic menus. GreenMeetings is a member of the Green Meeting Industry Council (GMIC), the premier global community, solely dedicated to sustainability in the meetings and events industry.
Session: Setting the Table for Innovation and Impact: A Focus on Food Produces Results
Vice President, Case Foundation
10:00 a.m. to 11:30 a.m., Tuesday, April 27
Michael D. Smith is vice president of Social Innovation at the Case Foundation in Washington, D.C., where he works with the CEO and senior leadership team to set the programmatic direction of the Foundation and manages a portfolio of social investments and partnerships designed to spark civic participation, promote participatory philanthropy, and expand giving. Smith is proud of his work supporting the CEO on economic development efforts in the Palestinian West Bank and leading the Foundation’s efforts to tap “citizen-centered” approaches to civic engagement and philanthropy. Prior to joining the Case Foundation, Smith spent a decade helping build foundations and national initiatives aimed at bridging the “digital divide” and held key positions at local and national organizations, working to develop enriching communities and empowered youth, including work as a program officer at the Beaumont Foundation of America and as a regional program manager at PowerUP: Bridging the Digital Divide, Inc.
Session: What Else Do I Need for the Journey? Skills for Leaders Aiming for the Top
10:30 a.m. to 12:00 p.m., Monday, April 26
Ralph R. Smith is executive vice president of The Annie E. Casey Foundation, where he provides day-to-day leadership and management of the Foundation. Previously, as senior vice president and director of planning and development, Smith helped design the Casey’s comprehensive effort to help communities improve outcomes for children by strengthening families and neighborhoods. Smith has spent the last decade working with foundations, civic organizations, public agencies, and school boards across the country on issues related to education reform, child and family policy, and public sector systems change. Prior to joining the Casey, he was a member of the law faculty at the University of Pennsylvania, and he is founding director of the National Center on Fathers and Families and the Philadelphia Children's Network. Smith serves on the boards of the Foundation Center, the Wachovia Regional Foundation, the Annenberg Institute for School Reform, and Venture Philanthropy Partners. In addition, Smith is chair of the board of the Council on Foundations.
Session: Getting Out of the Catch-Up Business: PreK-3rd as the First Indispensable Step
Coordinator, Funders Workgroup for Sustainable Production and Consumption
9:30 a.m. to 11:00 a.m., Sunday, April 25
Eleni Sotos is the coordinator of the Funders Workgroup for Sustainable Production and Consumption (the Sustainability Funders), a funder affinity group focused on engendering a truly sustainable and just culture and economy by addressing the hidden social, environmental, and health costs of production, consumption, and the flow of material goods through our society. Prior to joining the Sustainability Funders, Sotos served as the California coordinator of the Health and Environmental Funders Network (HEFN) and for five years was the program director of the Collaborative on Health and the Environment (CHE), where she managed an international network of over 3,000 health professionals, health-affected and community-based groups, scientists, and grantmakers. In addition, Sotos served as program associate and grants manager of the Jenifer Altman Foundation, a private foundation dedicated to the vision of a socially just and ecologically sustainable future through program interests in environmental health and mind-body health, and she also held positions at the Tides Foundation in San Francisco and Replication and Program Strategies in Philadelphia.
Session: The Story of Stuff: How We Are Trashing the Planet, Our Communities, and Our Health—and a Vision for Change, Featuring Annie Leonard
President and CEO, W.K. Kellogg Foundation
10:30 a.m. to 12:00 p.m., Monday, April 26
Sterling K. Speirn is president and CEO of the W.K. Kellogg Foundation, based in Battle Creek, MI. Since assuming this role in 2006, Speirn has led the organization through a comprehensive review of its mission, vision, and program priorities. The result is a new strategic framework that refocuses the Kellogg Foundation on its original purpose: to support children, families, and communities as they strengthen and create conditions that propel vulnerable children to achieve success as individuals and as contributors to the larger community and society. Prior to his appointment at the Kellogg Foundation, Speirn served as president and CEO of the Peninsula Community Foundation. He serves as chairman of the statewide League of California Community Foundations and is former chairman of Northern California Grantmakers. Speirn also serves on the board of advisors of Silicon Valley Community Ventures and the Entrepreneurs' Foundation, as well as on the board of directors of the American Leadership Forum of Silicon Valley.
Session: Let's Go Outside: Building External Champions for Foundations
Senior Associate and Manager, Annie E. Casey Foundation
1:45 p.m. to 3:30 p.m., Tuesday, April 27
Scot T. Spencer is senior associate and manager of Baltimore Relations for the Annie E. Casey Foundation, a private charitable organization, dedicated to helping build better futures for disadvantaged children in the United States. Since 2002, the Foundation’s hometown work has largely been focused on a comprehensive and responsible redevelopment effort on the Baltimore’s east side in an historic working class neighborhood. Prior to joining Casey, Spencer’s experience includes transportation specialist for Environmental Defense; deputy director for Historic East Baltimore Community Action Coalition; and several years work in private architectural practice, community development, and university relations in upstate New York. His volunteer activities include serving as chair of the Maryland State Commission on Environmental Justice and Sustainable Communities and member of the Baltimore Commission on Sustainability and the Commission on HIV/AIDS; board membership with Central Maryland Transportation Alliance, Center Stage, and the Chesapeake Bay Trust; and chair of the Baltimore Neighborhood Collaborative. Beyond Baltimore, Spencer is vice chair of the Funders Network for Smart Growth and Livable Communities and Smart Growth America.
Session: API: How to Align and Leverage Federal Resources to Support Local Green and Healthy Homes Initiatives
Founder and CEO, Tactical Philanthropy Advisors
3:00 p.m. to 4:30 p.m., Monday, April 26
Sean Stannard-Stockton is founder and CEO of Tactical Philanthropy Advisors, a full-service, philanthropy advisory firm that serves individual and family philanthropists. Prior to starting Tactical Philanthropy Advisors, Stannard-Stockton spent a decade in the wealth management industry and co-founded a successful investment advisory firm that caters to the needs of philanthropic families. A former columnist for the Financial Times, current columnist for the Chronicle of Philanthropy, and author of the blog, Tactical Philanthropy, he is a sought-after public speaker and a leading expert in philanthropy. Stannard-Stockton is a member of the World Economic Forum’s Council on Philanthropy & Social Investing and the Alliance for Effective Social Investing, and he serves on the advisory boards of Charity Navigator and the Chartered Advisor in Philanthropy program. In addition, Stannard-Stockton’s writing has appeared in The New York Times, The Wall Street Journal, The Washington Post, The San Francisco Chronicle, and the book Mapping the New World of American Philanthropy , as well as many other media outlets.
Session: The Role and Effect of Technology on Social Innovation
Founder and Executive Director, Funders’ Network for Smart Growth and Livable Communities
10:00 a.m. to 11:30 a.m., Tuesday, April 27
Ben Starrett is the founder and executive director of the Funders’ Network for Smart Growth and Livable Communities, created in 1999 to inspire, strengthen, and expand philanthropic leadership and funders’ abilities to support organizations working to improve communities through better development decisions and growth policies. The Funders’ Network provides funders with learning and networking opportunities and supports funder leadership and action.
Starrett came to the Funders’ Network following a career in public service. After working for city government and the Florida Legislature, he joined the Florida Department of Community Affairs–Florida’s state land planning agency –and served as its chief planning officer. During this time, Starrett created the Eastward Ho! Initiative and Florida’s Sustainable Communities Program, ran Florida’s Affordable Housing Study Commission, served as the state energy policy director, and staffed or chaired seven gubernatorial, blue-ribbon panels on diverse topics such as urban growth patterns, economic development, hurricane preparedness and recovery, Everglades restoration, and coordination of land use and transportation.
Session: Setting the Table for Innovation and Impact: A Focus on Food Produces Results
President and CEO, Danville Regional Foundation
10:30 a.m. to 12:00 p.m., Monday, April 26
Karl N. Stauber is the Danville Regional Foundation’s first president and CEO, which promotes innovation and long-term transformation to enhance economic development, education, and wellness in Virginia and North Carolina’s Dan River Region. For 11 years, Stauber served in a similar capacity with the Northwest Area Foundation in St. Paul, MN. A published author, frequent keynote speaker, and philanthropic expert on rural communities, Stauber was the first Senate-confirmed under secretary for Research, Education and Economics with the United States Department of Agriculture and has worked for the Needmor Fund and the Babcock Foundation. He is a board member of the U.S. Endowment for Forestry and Communities and the Future of the Piedmont Foundation, as well as an advisory member to the Council on Foundations’ Rural Initiative. In addition, Stauber has served as a member of the board of directors of the Minnesota Council on Foundations, Forum of Regional Association of Grantmakers, National Council on Foundations, and the presidential advisory board on Tribal Colleges and Universities.
Session: Philanthropy and Rural America—Expanding the Conversation
Senior Advisor, Bill and Melinda Gates Foundation
10:30 a.m. to 11:30 a.m., Saturday, April 24
Patty Stonesifer is senior advisor to the trustees of the Bill and Melinda Gates Foundation. As its first CEO, Stonesifer led the Foundation's mission to promote equity for all people around the world, setting strategic priorities, monitoring results, and facilitating relationships with key partners. Currently, Stonesifer serves as chair of the Board of Regents for the Smithsonian Institution and is a member of the Council on Foreign Relations and the American Academy of Arts & Sciences. She also served as a member of the U.S. delegation to the United Nations General Assembly Special Session on AIDS. Stonesifer serves on the boards of the Broad Institute of MIT and Harvard and Amazon.com. Prior to joining the Foundation, she had a successful two-decade career in technology. Before age 40, Stonesifer became the highest-ranking female executive at Microsoft, where she ran Microsoft Canada, revamped Microsoft's Product Support operations, oversaw the Consumer Products Group, and served as senior vice president of the Interactive Media Division.
Session: CEO-Trustee Track: Opening Plenary: Negotiating the CEO/Trustee Role
Senior Governance Consultant, BoardSource
1:45 p.m. to 3:00 p.m., Saturday, April 24
David Styers serves as a senior governance consultant for BoardSource, where he provides project management, consulting, and training services to major clients on governance and emerging trends and developments in the nonprofit sector. Styers brings extensive nonprofit experience concentrated in training, consulting, and organizational development. He advises clients, such as Big Brothers Big Sisters, Goodwill Industries, and the League of American Orchestras, on ways to identify criteria and success measures of board initiatives of affiliates and to identify actionable steps to move agency boards toward the objectives in a strategic plan, including measuring impact, obtaining diversity, and managing talent. He trains extensively on a variety of topics, such as the board’s roles and responsibilities, fundraising, shared leadership, and exceptional governance practices. Styers serves on several boards, including as president of Volunteer Alexandria, as vice chair of the Council for Certification in Volunteer Administration, and as treasurer of the International Association for Volunteer Effort.
Session: CEO-Trustee Track: CEO and Trustee Transitions: Managing Change
President, Bank of America Charitable Foundation
10:30 a.m. to 12:00 p.m., Monday, April 26
Kerry Herlihy Sullivan is president of the Bank of America Charitable Foundation, where she leads a team responsible for implementing a broad range of national programs associated with the company’s corporate social responsibility initiative. These programs, including the bank’s signature philanthropic investments, financial literacy, asset building, and disaster relief, collectively create positive impact in local neighborhoods across the country and support the company’s business goals. Sullivan is responsible for creating strategic initiatives and partnerships through focus areas that include education, health and human services, and associate volunteerism. She manages the bank’s signature philanthropic program, the Neighborhood Excellence Initiative (NEI), which builds capacity and leadership in nonprofit organizations and individuals through unrestricted funding and leadership development training. Prior to joining the Foundation, Sullivan managed Philanthropic Management Foundation Advisory Services at the bank. In addition, Sullivan serves as chair of the Associated Grant Makers Summer Fund, on the Committee on Corporate Grantmaking for the Council on Foundations, and on the Advisory Committee for Massachusetts’s 2020’s Expanded Learning Time Initiative.
Session: Economy Session: Revert or Reset — Strategies for the New Normal
Executive Director, Gill Foundation
10:30 a.m. to 12:00 p.m., Monday, April 26
Tim Sweeney is executive director of the Gill Foundation, bringing three decades of leadership experience in the movement to advance equality for all people regardless of sexual orientation or gender expression. A national and state political organizer and early leader in the struggle to confront the AIDS epidemic, Sweeney most recently worked as program director of the Evelyn & Walter Haas, Jr. Fund’s equality and justice and nonprofit leadership and governance programs, as well as head of gay and lesbian programs. He served for five years as executive director of the Lambda Legal Defense and Education Fund, successfully suing landlords in the nation’s first successful HIV discrimination case. Under his leadership, Lambda also successfully fought health insurance discrimination against people presumed to be at risk for AIDS. In addition, Sweeney served as deputy director and later executive director of the Gay Men's Health Crisis, helping to build the largest community-based HIV/AIDS service, prevention, and advocacy organization in the world.
Session: Movement Building for Social Justice
Deputy Director, Bill & Melinda Gates Foundation
4:30 p.m. to 6:00 p.m., Sunday, April 25
Stefanie Sanford is deputy director of U.S. Program Advocacy for the Bill & Melinda Gates Foundation. Sanford previously served as deputy director of Policy for Texas Governor Rick Perry, where she managed multi-issue policy development. Earlier in her career, she served as special assistant for Technology for then Lt. Governor Perry and as policy advisor and speechwriter for the speaker of the Texas House and the former state attorney general. Sanford speaks and writes extensively on education policy and the impact of technology on public institutions and civic participation, and she is the author of “Civic Life in the Information Age,” which dispels a belief by some that today’s youth are civically disengaged and addresses how Generation X is actually taking positions of civic leadership and authority as baby boomers retire. In addition, Sanford is a member of the National Council of Teachers Advisory Board.
Session: Federal Policy and Advocacy: Fixing No Child Left Behind and What Foundations Can Do About It
Program Officer, Open Society Institute
4:30 p.m. to 6:00 p.m., Sunday, April 25
Rashid Kwame Shabazz is program officer with the Open Society Institute’s (OSI) Campaign for Black Male Achievement. Shabazz has over 15 years of experience as a grassroots media & communications organizer, youth development advocate, and dedicated activist against mass incarceration and prison expansion. Before joining OSI, he served as training manager and strategic communications specialist with Fenton Communications, working on One Nation, a national initiative to shape public perception of American Muslims through media campaigns and popular culture. With Fenton Communications, Shabazz also co-authored a field guide entitled “Seize the Moment: Reframing the Story of Black Males in the Media.” Prior to working with Fenton, Rashid was an education organizer and campaign strategist with the Prison Moratorium Project. He was also a New York University Wagner School of Public Policy Social Justice Fellow. Shabazz has been a contributing writer for several publications, including The Source and Trace magazines, the New Haven Advocate, and The Huffington Post.
Session: Philanthropic Strategies to Address Poverty and Disparity Using a Race + Gender Lens
President and CEO, Association of Black Foundation Executives
10:00 a.m. to 11:30 a.m., Tuesday, April 27
Susan Taylor Batten is president and CEO of the Association of Black Foundation Executives (ABFE), a trailblazer for championing the interests of Black communities within the philanthropic sector. Batten has more than 20 years of experience in directing, evaluating, and advising both public and foundation-related efforts to improve outcomes for children, youth and families. Prior to joining ABFE, she was a senior associate with the Annie E. Casey Foundation, where she served as staff in the Community Change Initiatives Unit that provides communities and other partners with information, resources, and supports to help transform neighborhoods into family supportive environments. Prior to Casey, Batten served as vice president at The Center for Assessment and Policy Development, where she directed projects for national foundations in the areas of leadership development and supports for young parents and their children. Batten is an active member of the Joint Affinity Group, co-founder of the Race and Equity in Philanthropy Group, and a member of the Executive Committee of the Diversity in Philanthropy Project.
Session: Bringing it Home: Achieving Social Justice in Our Own Sector
Founder and President, Global Greengrants Fund
10:30 a.m. to Noon, Monday, April 26
Chet Tchozewski is founder and president of the Global Greengrants Fund, an international environmental foundation that makes small grants to grassroots environmental groups in developing nations around the globe. Tchozewski is also co-founder of Grantmakers without Borders. He currently serves on the Council on Foundations Board of Directors and as the chair of the Global Philanthropy Committee. Tchozewski is active with more than a dozen donor, activist, and scholarly groups, including the Environmental Grantmakers Association, European Foundation Centre, International Human Rights Funders Group, Africa Grantmakers Affinity Group, and the American Sociological Association. Prior to founding the Global Greengrants Fund, he served as the executive director of Greenpeace - Pacific Southwest regional office in San Francisco. Tchozewski received the Council on Foundation’s prestigious Robert W. Scrivner Award for Creative Philanthropy, and recently was guest editor for a special issue of Alliance Magazine focusing on the power (and peril) of small grants – especially to support social change movements around the globe.
Session: Movement Building for Social Justice
Next Generation Family Member, Alvin and Fanny Thalheimer Foundation
10:00 a.m. to 11:15 a.m., Sunday, April 25
Alvin Joseph Thalheimer is a next generation family member of the Alvin and Fanny Thalheimer Foundation, based in Baltimore, MD, and committed to the vitality of Baltimore’s cultural, educational, civic, and Jewish communal institutions by supporting efforts to improve quality public education, funding workforce development and job opportunity programs, and enhancing the basic needs of Baltimore’s most disadvantaged people. Thalheimer is currently a graduate student at New York University (NYU), where he is pursuing masters’ degrees in Social Work as well as Public Administration and Non-Profit Management. He also has a Bachelor of Arts from NYU, where he majored in Religious Studies. He is a founding member of both Grand Street (grandstreenetwork.net), a network for young adults who are or will be involved as leaders in their family’s philanthropy, and The Slingshot Fund (slingshotfund.org), where next generation funders leverage each other’s pooled contributions to support innovation in the Jewish community. Thalheimer serves on the Council on Foundation’s Trustee Engagement Committee.
Session: The Next Generation Trustee: Insights into Engaging the Next Generation
Director General, National Center on Accident Prevention (Mexico)
Arturo Cervantes Trejo is director general of the National Center on Accident Prevention, the administrative unit of the Mexican Ministry of Health, whose mission is to achieve a safe and healthy Mexico by reducing death and disability rates caused by traffic accidents, accidental injury, and violence through its implementation of strategies and actions to reduce risk factors and promote road safety and a culture of nonviolence. Trejo is also the Professor Carlos Peralta Chair in Public Health at the Institute of Public Health, Anahuac University. As director of Mexico’s National Center on Accident Prevention, Cervantes has long studied the effects of gun violence on youth in Mexico from a public health perspective. Among Cervantes’ specialties are quantitative methods, statistics, and GIS systems used for spatial analysis.
Session: The War on Children: Gun Violence in U.S. and Mexican Cities
Program Officer, Energy Foundation
1:45 p.m. to 3:30 p.m., Tuesday, April 27
David Tuft is a program officer of the Energy Foundation’s Climate Program, whose goal is to secure federal policy that reduces greenhouse gas emissions. Tuft brings a wealth of energy policy and advocacy experience from his years in non-governmental organization (NGO), industry, and electoral campaigns. Prior to joining the Energy Foundation, Tuft led communications and strategy efforts for various environmental agencies, including serving as community affairs director at Alliance for Climate Protection, a non-profit, non-partisan organization committed to educating the global community about the urgency of implementing comprehensive solutions to the climate crisis, and as campaign director at the Natural Resources Defense Council (NRDC), responsible for NRDC’s climate education and outreach efforts. He has managed a coalition of national advocates on the campaign to clean up nonroad diesel engines, and prior to that, he ran the communications shop for the nation's hydropower industry. In addition, Tuft was involved in electoral politics, including the 1992 Clinton-Gore presidential campaign and managing Congressional and statehouses races.
Session: API: Accelerating the Clean Energy Economy: How We Get There From Here
President, McKesson Foundation
8:00 a.m. to 11:00 a.m., Sunday, April 25
Carrie Varoquiers is president of the McKesson Foundation, which supports nonprofit organizations working to improve the health of our communities with particular focus on chronic disease management, and vice president of Corporate Citizenship at McKesson Corporation, dedicated to delivering the vital medicines, supplies, and information technologies that enable the health care industry to provide patients better, safer care. In these roles, Varoquiers is responsible for philanthropic grantmaking, employee community involvement, environmental sustainability, and corporate citizenship reporting. Prior to joining McKesson, Varoquiers served as the founder and president of Cause Partners, a cause marketing consulting firm based in San Francisco. Prior to founding Cause Partners, she held various positions at Levi Strauss & Co., most recently as the company's Cause Marketing program director, where she was responsible for cause marketing programs for all of Levi’s brands. In addition, Varoquiers serves on the boards of Groceries for Seniors and Loteria Films.
Session: Opening Session for Corporate Grantmakers
President and CEO, Marguerite Casey Foundation
10:30 a.m. to 11:30 a.m., Saturday, April 24
Luz A. Vega-Marquis is president and CEO of the Marguerite Casey Foundation, where she manages the Foundation's investment portfolio, leads its effort to disburse approximately $30 million in grants annually, and spearheads the organization's focus to positively impact families, youth, and children. Prior to joining the Foundation, Vega-Marquis served as executive director of the Community Technology Foundation of California (CTFC), where she was instrumental in developing the strategic framework of CTFC's grants program as well as energizing the CTFC vision of bringing information technology to underserved communities throughout California. Vega-Marquis' nonprofit experience also includes four years as vice president and chief operating officer at the National Economic Development and Law Center and 17 years at the James Irvine Foundation in various leadership roles. A founder of Hispanics in Philanthropy, Vega-Marquis has served on numerous boards, including the Council of Foundations, Northern California Grantmakers, The Women's Foundation, and Katalysis Foundation. She currently serves on The California Wellness Foundation Board of Directors.
Session: CEO-Trustee Track: Opening Plenary: Negotiating the CEO/Trustee Role
Executive Director, Brennan Center for Justice
10:30 a.m. to Noon, Monday, April 26
Michael Waldman is executive director of the Brennan Center for Justice, a non-partisan, public policy and law institute that focuses on fundamental issues of democracy and justice. Waldman has held high-level positions in the Clinton administration, including director of Speechwriting for President Clinton, where he was responsible for writing or editing nearly 2,000 speeches, including four State of the Union speeches and two Inaugural Addresses. He also served as an assistant to the president and was the top administration policy aide working on campaign finance reform. A prominent lawyer and writer, Waldman is the author of several books, including A Return to Common Sense: Seven Bold Ways to Revitalize Democracy. Prior to his government service, Waldman was director of Public Citizen's Congress Watch, then the capital's largest consumer lobbying office. After leaving the White House, he was a lecturer in Public Policy at Harvard University's John F. Kennedy School of Government, teaching courses on political reform, public leadership, and communications.
Session: Citizens United vs. FEC Supreme Court Decision: Victory for Free Speech or Threat to Democracy?
President and CEO, Northwest Area Foundation
1:45 p.m. to 3:30 p.m., Tuesday, April 27
Kevin F. Walker is president and CEO of the Northwest Area Foundation (NWAF), which supports efforts across an eight-state region in the northwestern United States, to reduce long-term poverty and achieve sustainable prosperity. Since 2008, Walker has led the organization’s reframing of its anti-poverty mission to focus on grantmaking to build assets and wealth, develop capacity and leadership, and improve public policy solutions. NWAF’s region stretches from the Upper Midwest to the Pacific Northwest, comprising eight states and 74 sovereign Tribal nations. Prior to joining the Foundation, Walker spent 13 years with the Charles Stewart Mott Foundation, including nine as director of Mott’s national anti-poverty program. Walker has served on numerous nonprofit boards and committees and has provided leadership on many, including the Afterschool Alliance, a national advocacy organization dedicated to the vision of after school programs for all; Grantmakers for Children, Youth and Families; Hispanics in Philanthropy; Voices for Michigan’s Children; and the Flint Institute of Music. He has also served on several committees for the Council of Michigan Foundations.
Session: API: Creating an Opportunity Society: A Frame for Bridging the Ideological Divide?
CEO, Association of Small Foundations
10:00 a.m. to 11:30 a.m., Tuesday, April 27
Tim Walter is CEO of the Association of Small Foundations (ASF), a group of over 3,000 foundations with few or no staff, representative of the vast majority of foundations in the U.S. ASF is primarily an educational organization helping donors and board members to achieve higher levels of impact in their philanthropic work and to run their foundations more smoothly. Walter joined ASF in 2001 as COO and has led the organization since 2003. In addition to his leadership roles, he speaks frequently on foundation governance, leadership, and the state of the field. Walter has had a diverse career, including eight years as director of the Rural Telecommunications Initiative at Aspen Institute, where he traveled nationally and internationally as an award-winning expert on community and economic development for small towns and rural areas; as a manager in mergers and acquisitions for C. Itoh, a Japanese trading company; and as the head of Community First, Inc, an economic development finance organization. In addition, Walter was founder of an immigrant advocacy organization south of Miami, FL.
Town Hall: The Public Philanthropic Partnership: Past, Present and Future
Director, TechSoup Global
3:00 p.m. to 4:30 p.m., Monday, April 26
Sheila Warren is director of NGOsource at TechSoup Global, where she leads the design, planning, operations, and growth of the repository. The NGOsource Repository is a Web-based service designed to help U.S. grantmakers evaluate whether an NGO outside of the U.S. is the equivalent of a U.S. public charity. Warren has extensive experience as an advisor to the philanthropic sector, and prior to joining TechSoup Global, she counseled hundreds of charitable organizations in the areas of tax and corporate law with Adler & Colvin and in her private practice. She has served as an adjunct professor at the Golden Gate University Law School, teaching courses on tax exempt organizations and has authored several publications on the subject. Warren regularly lectures on the topics of international philanthropy and grantmaking and is active in the local and national philanthropic communities, serving on multiple boards, offering her services as pro bono legal counsel, and volunteering her time to various social causes.
Session: Equivalency Determination and the Centralized Repository Project
Consultant
1:45 p.m. to 3:30 p.m., Tuesday, April 27
Shelley Waters Boots brings 15 years of experience as a writer, researcher, and policy expert on issues affecting the lives of children and families. Currently, Waters Boots runs a consulting business, where she blends her expertise on strategy, research, and communications to meet the unique needs of her clients, and she regularly consults for philanthropic foundations on poverty, work-family, and children's issues. Before starting her consulting business, she was the director of the Early Education Initiative and the acting director for the Work and Family Program at the New America Foundation, a nonprofit, nonpartisan public policy institute that invests in new thinkers and new ideas to address the next generation of challenges facing the United States. She also served as the director of the Child Care and Development Division at the Children's Defense Fund. Waters Boots has written and co-authored articles for numerous magazines, journals, and newspapers and contributed to a variety of research publications for the Urban Institute, the New America Foundation, and the Annie E. Casey Foundation, to name a few.
Session: API: Creating an Opportunity Society: A Frame for Bridging the Ideological Divide?
Deputy Director, W.K. Kellogg Foundation
1:45 p.m. to 3:30 p.m., Tuesday, April 27
Alandra L. Washington is deputy director for the Family Income and Assets, Civic and Philanthropic Engagement, and New Mexico teams at the W.K. Kellogg Foundation. Washington supports the vice president for programs in providing overall coordination of programming efforts in support of the Foundation’s mission. She is responsible for grantmaking management and administration and assists the vice president in providing day-to-day management and oversight of human, technical, and financial resources. Prior to joining the W.K. Kellogg Foundation, Washington was CEO of The Greater East St. Louis Community Fund. Earlier, she was executive director and community organizer for the New Spirit Organizing Office in East St. Louis, IL. She has also served as a facilitator/job counselor with Career Works Inc. in St. Louis, MO. In addition, Washington was a director of the Metropolitan Association of Philanthropy, co-chair of the St. Louis Nonprofit Services Consortium, and a member of the East St. Louis Enterprise Zone Community Development Committee.
Session: Advance Practice Institutes – The Sports Philanthropy Playbook: Strategic Giving for Community Change
Superintendent, Montgomery County (MD) Public Schools
10:30 a.m. to 12:00 p.m., Monday, April 26
Jerry D. Weast is superintendent of Montgomery County Public Schools (MCPS), the largest and most diverse school system in Maryland and the 16th largest district in the nation, where he is directing an ambitious and comprehensive reform effort designed to raise academic standards and narrow the achievement gap for nearly 142,000 students. During his tenure, Montgomery County Public Schools earned the U.S. Senate/Maryland Productivity Award in 2005. The school system was a 2006 finalist for a Malcolm Baldrige National Quality Award and is a finalist for the 2010 Broad Prize in Urban Education. MCPS’ success in closing the achievement gap is chronicled in the book, “Leading for Equity: The Pursuit of Excellence in Montgomery County Public Schools.” Weast has been named the Superintendent of the Year in Maryland and North Carolina and is a two-time recipient of North Carolina’s highest honor, the Order of the Long Leaf Pine. In addition, Weast has served as superintendent for more than 30 years, overseeing eight school districts in five states.
Session: Getting Out of the Catch-Up Business: PreK-3rd as the First Indispensable Step
Founder and CEO, Commongood Careers
10:00 a.m. to 11:30 a.m., Tuesday, April 27
James Weinberg is the founder and CEO of Commongood Careers, a national search firm dedicated to enabling innovative nonprofits to build strong organizations through the recruitment, retention, and development of outstanding talent at every level. In addition, Weinberg is currently working to establish a new venture called The Talent Initiative that is dedicated to enhancing human capital management throughout the sector. Starting in 2010, with support from the Kellogg Foundation, The Talent Initiative will select an elite cohort of organizations and provide them with intensive consulting and technical assistance designed to help them get the right people in the right roles, build world-class management systems, and optimize their organizational cultures. Previously, Weinberg served as the national development director at BELL and as executive director of the Homeless Children’s Education Fund. He serves as an advisor and volunteer to several organizations and is on the board executive committees of the Nonprofit Workforce Coalition, ProInspire, and Emerging Practitioners in Philanthropy.
Session: What Else Do I Need for the Journey? Skills for Leaders Aiming for the Top
Founder and President, Living City Block
4:30 p.m. to 6:00 p.m., Sunday, April 25
Llewellyn Wells is founder and president of Living City Block (LCB)—an original initiative of the Rocky Mountain Institute (RMI)—whose mission is to create a replicable, scalable, and economically viable framework for the resource efficient regeneration of existing cities. Wells was vice president of Communications at RMI for over two years before leaving to lead LCB. RMI’s work brings profitable solutions to problems of national security, economic growth, and climate change mitigation, all seen through the lens of energy efficiency and renewables integration, and it remains as LCB’s key partner. Prior to joining RMI, Wells spent over 20 years in the entertainment industry in Los Angeles, working as a production manager and producer on such highly acclaimed independent films as Bagdad Café, The Grifters, Dogfight, and Under Suspicion. In addition, Wells won five Emmy awards, a Golden Globe, and two Producers Guild awards as one of the original producers of the television series The West Wing.
Session: Living Cities — Past, Present, and Future
Director, Health Impact Project
10:00 a.m. to 11:30 a.m., Tuesday, April 27
Aaron Wernham, M.D., is director of the Health Impact Project, a collaboration of the Robert Wood Johnson Foundation and The Pew Charitable Trusts, designed to promote and support the use of Health Impact Assessment (HIA) in the United States. Dr. Wernham is an HIA expert who has led multiple HIAs at the state and federal levels and has conducted HIA trainings for, collaborated with, and advised health and environmental regulatory agencies on integrating HIA into their programs. Prior to joining Pew, Dr. Wernham served as a senior policy analyst with the Alaska Native Tribal Health Consortium, where he led the first successful efforts to formally integrate HIA into the federal environmental impact statement process and directed a collaborative state-tribal-federal working group which wrote HIA guidance for federal and state environmental regulatory and permitting efforts. Board certified in family medicine, Dr. Wernham previously served as clinical faculty in the University of California, Davis, Family Medicine Residency Program.
Session: Health Impact Assessment: Supporting Health-Based Decision Making in All Sectors
President, Winthrop Rockefeller Foundation
4:30 p.m. to 6:00 p.m., Sunday, April 25
Sherece Y. West is president of the Winthrop Rockefeller Foundation (WRF), which supports programs and organizations that improve the quality of life for all Arkansans and promote systemic change. West is nationally known for her leadership in the areas of community development, public policy, and, most recently, disaster recovery. West’s career path began at the Social Security Administration and wound its way through the Maryland Municipal League, the D.C. Department of Public Health, the Community Service Society of New York City, the Ford Foundation, and the Annie E. Casey Foundation. Prior to joining WRF, West was the first president and CEO of the Carrier Foundation and later CEO of the Louisiana Disaster Recovery Foundation, committed to promoting equity and inclusion as communities build back in Louisiana. West currently serves on the boards of the Council on Foundations, Grantmakers for Children, Youth and Families, the Association of Black Foundation Executives, the National Committee for Responsive Philanthropy, and the National Urban Fellows.
Session: Philanthropic Strategies to Address Poverty and Disparity Using a Race + Gender Lens
Chairman, President, and CEO, Charles Stewart Mott Foundation
4:30 p.m. to 6:00 p.m., Sunday, April 25
William S. White is chairman, president and CEO of the Charles Stewart Mott Foundation, a private grantmaking foundation, based in Flint, MI, committed to supporting projects that promote a just, equitable, and sustainable society by offering grants related to civil and human rights, the environment, and poverty eradication. White joined Mott in 1969, became its president in 1976, and assumed the role of chairman in 1988. He is a frequent speaker on a wide range of issues related to the field of philanthropy and the management of private foundations. Currently, White serves on the boards of the European Foundation Centre, United States Sugar Corporation (chairman), Network of European Foundations for Innovative Cooperation, the After-School All-Stars, Independent Sector, the C. S. Harding Foundation, and the Isabel Foundation, and he has previously served on the boards of GMI Engineering & Management Institute (now Kettering University), CIVICUS: World Alliance for Citizen Participation; Council of Michigan Foundations; the Flint Public Trust, and the Council on Foundations.
Session: Global Philanthropy Leadership Initiative
Chief Operating Officer, Arizona Community Foundation
3:15 p.m. to 4:30 p.m., Saturday, April 24
Deborah A. Whitehurst is chief operating officer of the Arizona Community Foundation (ACF), which works to improve the quality of life in Arizona by promoting and facilitating effective philanthropy. Whitehurst initially joined the ACF staff as its first development director. Later promoted to executive vice president of External Affairs and now chief operating officer, she has for many years overseen the organization’s work in strategic planning, asset acquisition, affiliate development, donor services, communications, programs, grantmaking, initiatives, and administration. Whitehurst currently serves on the board of Community Foundation Insights, and previously, she was chair of the U.S. Community Foundation National Standards Action Team for the Council on Foundations, president of Planned Giving Roundtable of Central Arizona, and convener of the steering committee for the Advancement Network (ADNET). Whitehurst is certified in planned giving by the American Institute for Philanthropic Studies.
Session: CEO-Trustee Track: What if the IRS Audits Your Foundation?
Trustee, David and Lucile Packard Foundation
8:00 a.m. to 5:00 p.m., Saturday, April 24
Cole S. Wilbur is a trustee of the David and Lucile Packard Foundation, where he served as president and CEO of the Foundation for 23 years, from 1976-1999. Prior to that, Cole was executive director and CEO of the Sierra Club Foundation. In 1999, Wilbur received the Distinguished Grantmaker Award from the Council on Foundations, and he was a senior fellow at the Council from 1999-2000. He also served as interim president and CEO of the Council in 2005. Wilbur currently serves on the boards of the Colorado College, the Institute for Global Ethics, Planned Parenthood Mar Monte, the NARAL Foundation, and Philanthropic Ventures Foundation. He also serves on the advisory boards of the Sierra Club Foundation, the Entrepreneurs Foundation, and the American Land Conservancy. Wilbur is the co-author of “Grantmaking Basics” and “Grantmaking Basics II,” and he has spoken to hundreds of groups of foundations and philanthropists around the world regarding ethics and values and a wide variety of methods to improve how foundation can be more effective.
Session: Essential Skills and Strategies for New Grantmakers
Senior Advisor and Director, Living Cities
4:30 p.m. to 6:00 p.m., Sunday, April 25
Stockton Williams is senior advisor and director of Green Economy Initiatives with Living Cities, where he leads activities to create opportunities for low-income people in the emerging green economy, including large-scale building energy retrofit initiatives, clean energy workforce development strategies, and sustainable development projects. Williams is currently serving as senior advisor for Energy Efficiency Markets for the U.S. Department of Housing and Urban Development (HUD), working to develop new initiatives to expand energy efficiency and smarter land use and implement cross-cutting policies between HUD, the Department of Energy, the Department of Labor, the Department of Transportation, the Environmental Protection Agency, and the White House Council on Environmental Quality. Stockton was previously senior vice president and chief strategy officer for Enterprise Community Partners, where he was principal architect of and had executive responsibility for the Green Communities® initiative, the largest effort to bring the benefits of green development to residents and builders of affordable housing.
Session: Living Cities — Past, Present, and Future
Director, St. HOPE Academy
1:45 p.m. to 3:30 p.m., Tuesday, April 27
Lawrence Torry Winn is the director of Neighborhood Corps at the St. HOPE Academy in Sacramento, CA, a nonprofit organization founded by former NBA All-Star Kevin Johnson. St. HOPE Neighborhood Corps is a highly selective, intensive leadership training and service program for college students who live and work in underserved, inner city communities. Prior to his appointment as director, Winn served as a development director at St. HOPE Academy for three years and helped raise over four million dollars in grants and contributions to support St. HOPE's leadership programs and three charter schools. He is also a proud alumnus of St. HOPE programs. Winn’s professional experience includes serving as executive director of Full Circle in Newark, NJ, a nonprofit organization that prepares incarcerated youth for the transition back into their schools and communities.
Session: Advance Practice Institutes – The Sports Philanthropy Playbook: Strategic Giving for Community Change
President, Alliance for Excellent Education
4:30 p.m. to 6:00 p.m., Sunday, April 25
Governor Bob Wise, author of “Raising the Grade: How High School Reform Can Save Our Youth and Our Nation,” is president of the Alliance for Excellent Education, a national policy, research, and advocacy organization that works to develop a national consensus and policy agenda to transform American high schools. Under his leadership, the Alliance has become a leading authority on high school policy and reforms to improve America’s secondary education system. Wise frequently testifies before the U.S. Congress and regularly appears on national television and radio programs as an education reform expert and commentator. He was governor of West Virginia from 2001 to 2005 and previously served as a nine-term U.S. Congressman representing West Virginia’s 2nd District. As governor, Wise is credited with creating the PROMISE scholarship, which allows many West Virginia students to attend any public, state university free of charge, and he was also the first governor to propose full funding for the Higher Education Grant Program.
Session: Federal Policy and Advocacy: Fixing No Child Left Behind and What Foundations Can Do About It
CEO, The Russell Family Foundation
10:00 a.m. to 11:30 a.m., Tuesday, April 27
Richard Woo is chief executive officer of The Russell Family Foundation based in Gig Harbor, WA. Woo joined the Foundation in April 2000, and as CEO, he collaborates with the board of directors to guide the foundation's strategic planning, programs, and community affairs. Prior to joining The Russell Family Foundation, Woo spent many years working in nonprofit organizations and business in California. Woo is former executive director of the Levi Strauss Foundation, where he directed the organization’s international grantmaking efforts in 40 countries, focused on economic development, HIV/AIDS, and social justice. Woo has experience in global philanthropy and corporate social responsibility and sits on various boards, including the Council on Foundations and Philanthropy Northwest, and he is a former visiting committee chair of Seattle University.
Session: What Else Do I Need for the Journey? Skills for Leaders Aiming for the Top
President and CEO, California Wellness Foundation
1:45 p.m. to 3:00 p.m., Saturday, April 24
Gary L. Yates is president and CEO of The California Wellness Foundation and serves on the Foundation's board of directors. Yates is also assistant clinical professor of pediatrics at the University of Southern California School of Medicine and a licensed marriage and family therapist. Yates joined the Foundation after more than 20 years of experience in the fields of public health and education. Prior to joining the Foundation, he was associate director of the division of adolescent medicine at Children's Hospital Los Angeles. Yates is involved in numerous philanthropic, civic, and community organizations and serves as vice chair of the board of Independent Sector. Previously, he was vice chair of the Council on Foundations and chair of Grantmakers in Health, Foundation Consortium, and Southern California Grantmakers, and served on the boards of Hispanics in Philanthropy and Southern California Association for Philanthropy. Yates’ primary area of interest and expertise is adolescent health, about which he has written and spoken extensively.
Session: CEO-Trustee Track: Pathways to Leadership
Senior Vice President, TCC Group
1:45 p.m. to 3:30 p.m., Tuesday, April 27
Peter J. York is senior vice president and director of Research at TCC Group, which provides strategic planning, program development, evaluation, and management consulting services to foundations, nonprofit organizations, corporate community involvement programs, and government agencies. York is an acknowledged expert in designing learning systems for organizations and funder collaboratives and currently serves as an evaluator for a variety of grant-funded initiatives and nonprofit programs, including The California Endowment, Atlantic Philanthropies, Gap, Inc., Wachovia, and Girl Scouts USA. He is also the designer of the Core Capacity Assessment Tool, a nationally recognized organizational assessment tool with more than 1000 nonprofits in its database. He is the author of multiple studies, papers, reports, and a book on the topics of evaluation, capacity building, and organizational effectiveness. York is currently acting as an evaluator on New York City’s Civic Corp volunteer program and assisting in the development of strategies for addressing volunteer service for the President’s National Reimagining Service Task Force.
Session: Advance Practice Institutes – Learning-Based Collaboration to Achieve Social Justice
Executive Director, Cisco Systems Foundation
Michael Yutrzenka is executive director of the Cisco Systems Foundation, where he and his team are focusing on Internet-enabled solutions to transform education, empower communities, and increase efficiency and effectiveness in nonprofit organizations. Yutrzenka brings with him a broad understanding of Cisco and the community as the leader of the Cisco Foundation, with over 14 years experience at Cisco Systems in a variety of roles in business development, acquisition integration, channel partnerships, and strategic account management. He initially joined Corporate Philanthropy to lead the effort to help the nonprofit sector leverage Internet technology and build collaborative partnerships. He has also led several programs and initiatives, including the Community Fellowship Program, Leadership Fellows Program, Philanthropy Employee Engagement, Matching Gifts, Volunteerism Initiatives, and Product and Cash Grant Programs. Yutrzenka currently serves on the board of directors for Network for Good, the American Red Cross Corporate Advisory Council, the Conference Board Corporate Contributions Council, and as advisor for Building Blocks International.
Session: Opening Session for Corporate Grantmakers