The Request for Expertise is now closed. All accepted submissions will be notified on June 28.
The upcoming Fall Conference for Community Foundations: Connecting for Good signifies a bold new direction in how the Council's conference programming integrates impactful and relevant content for both community foundations and place-based philanthropy. In our new conference model, we will feature experts who will provide hands-on learning experiences within the following programmatic framework: communications, community leadership/program/grantmaking, finance and operations, leadership development, stewardship, and public policy/civic engagement.
Instead of issuing a conventional Call for Sessions where session designers pitch topics and content, we have redesigned the model as a Request for Expertise. This new design allows us to identify experienced leaders who can best deliver content that aligns with our strategic objectives within the programmatic framework. The Request for Expertise differs from a Call for Sessions in that qualified experts will build content from the conference framework, to create a more integrated and enhanced conference learning experience for attendees. Moreover, the Request for Expertise serves as a more proactive means of connecting with thought leaders who are taking innovative approaches in philanthropy. Council staff will work directly with these leaders to develop content and place their knowledge and expertise center stage during the Fall Conference. The shift to a Request for Expertise is only one of the many exciting changes planned for the conference.
Vikki N. Spruill
President and CEO
Council on Foundations
2013 Fall Conference for Community Foundations Chair
Executive Vice President and COO
California Community Foundation
This conference is primarily geared toward practitioners engaged in community foundation philanthropy (including foundation executives and staff, trustees, donors, and donor advisers) with all levels of experience. All are looking for new—and practical—ways to solve their current challenges and for ways to propel their foundations/organizations forward. Our attendees want substantive and viable learning experiences that they can immediately put into practice.
The following outlines some of the key statistics of our audience from the 2012 Fall Conference for Community Foundations in New Orleans.
Conference participants (including speakers and exhibitors)
Registrants from member organizations
Member organizations represented
First-time conference attendees
Connecting for Good
The 2013 Fall Conference for Community Foundations theme, Connecting for Good, reflects the Council’s goal of redesigning itself as an essential point of connection within the larger philanthropic community. Connecting for Good emphasizes the idea that the Council strives to serve as a hub where organizations can seek and secure rewarding partnerships, thereby providing their communities with the necessary guidance and leadership to thrive in a shifting environment.
How Will My Proposal Be Evaluated?
The conference programming team and Council staff will review and evaluate each submission, based upon the following criteria, using a 0 (low) to 3 (high) point ranking system. Please note that we are looking to engage the most compelling experts and our ranking system reflects this goal.
The Council seeks organizations or thought leaders who will provide a superior level of expertise (through personal delivery by the designer and/or presenters they recruit). The delivery format is often as important as the information delivered. The session must be engaging and interactive. Examples of possible delivery formats include fishbowl, point/counterpoint, roundtable discussion, PechaKucha, TED-style, role play, case studies, and others.
How well does your expertise match the content areas outlined as a part of the overall conference design?
- Designers and speakers are uniquely positioned/qualified to speak on topic chosen.
- Designers/speakers show deep knowledge of particular topic areas.
Complement to Conference Theme:
- How well does your area of expertise fit with the overall conference theme—Connecting for Good? Is it a new or emerging issue? Is the session concept critical to the field today or in the future?
- Does it highlight new tools, techniques, and processes?
- Does it showcase top innovators that share creative solutions and experimental approaches?
- Does it deepen knowledge and build skills?
- Does it engage the audience?
- What is the most compelling format that you have used to successfully deliver this topic?
- Will there be a team of presenters or one individual?
- Would this appeal to the conference audience as outlined?
- Would this appeal to an online audience, post-conference?
- Will this topic appeal to multiple job titles (C-suite, program officer, accounting, development director; etc.)?
Who Can Submit?
We welcome submissions from the philanthropic community and non-philanthropic entities. Ideally, these individuals will offer expertise that aligns with the conference theme and primary subject areas that have been outlined in this process.
The overall session should demonstrate an experiential, hands-on learning environment for conference attendees in one of the following categories:
- Communications Skills
- Digital Philanthropy (social media, mobile marketing, media coaching, measuring ROI)
- Grantmaking Practices (working effectively with grantees, enhancing due diligence processes, etc.)
- Collaborative Place-Based Change Initiatives
- Issues (military/veterans/families, education, environment, workforce development, social justice, arts/culture, etc.)
Finance and Operations
- Financial Management
- Impact Investing
- Donor Services
- Activating Networks/Working in Coalitions
- Community Engagement Strategies for Community Foundations
- Collaborative Skills
- Emotional Intelligence
- Innovative Approaches to Community Philanthropy/Business Models
Public Policy/Civic Engagement
- Legislative Issue Education
- Advocacy 101/301
- Public/Private Philanthropic Partnerships
Session Designer Coaching
Our conference attendees expect a substantive and interactive learning experience. To that end, we have implemented a “coaching” program for session designers. A Council staff person will be assigned to each designer to support their session development. Designers will be given helpful tools and support to ensure a consistent, integrated program experience. If you are selected as a presenter, you will be contacted by a coach who will stay in close contact until the conference in September.
Diversity and Inclusive Practices
The Council is committed to inclusive practices in all program development. This conference presents a unique opportunity to further engage in an active and ongoing process that affirms diversity in its many forms, encompassing but not limited to ethnicity, race, age, gender, sexual orientation and identification, economic circumstance, disability, and political philosophy. We strongly encourage you to incorporate diverse voices, philosophies, perspectives, and ideologies, and to think about creative ways to better reflect the global diversity of philanthropy.
Generally, if you are selected, you will be expected to register for the conference (at the early bird/member rate) and cover your own expenses. If you have a “team” of presenters identified, the following information will apply:
The Council does not provide honoraria for concurrent session presenters.
The Council will reimburse the expenses of one presenter per session who meets the criteria detailed below. In some instances, the Council will offer reimbursement for some or all of a presenter’s eligible expenses (including registration, limited travel, and lodging). Once presenters are confirmed, Council staff will send them information based on the session designer’s organizational affiliation. The type of reimbursement (if any) a presenter receives depends on this category. Please familiarize yourself with who is eligible for reimbursement. Contact Council staff to verify any commitment to reimburse expenses. Affiliation categories are as follows:
- Council members, prospective members, and member-eligible organizations
Not eligible for reimbursement.
Presenters from Council member organizations or organizations eligible to join the Council are expected to pay their own expenses related to their conference participation (full conference or daily rate, travel, and lodging). However, they may register at the early member rate or elect to register as “session-only”— at no cost—if they want only to fulfill their presenter/moderator duties. A session-only registration does not include access to any other sessions or events that are part of the conference.
- Affinity groups, funder networks, and regional associations of grantmakers
May be eligible for partial reimbursement.
Presenters from the staff of affinity groups and regional associations of grantmakers will receive complimentary registrations for the day(s) they present. If they would like to participate in the remaining day(s) of the conference, these presenters may register for the conference at the lowest available rate or at the member day rates for those days not already provided as complimentary. Travel and lodging is the responsibility of affinity groups, funder networks, and regional association staff unless otherwise negotiated.
- Other organizations (including consultants, vendors, and other service providers)
Only one person, per session, is eligible for reimbursement unless approved by the Council.
The Council will compensate presenters from other organizations as follows:
Presenters in this category may register at the member day rate for days they are not speaking. The presenter is responsible for additional fees for conference events that require separate registration and additional lodging expenses.
- One complimentary day of registration for each day they are presenting (excluding non-Council preconference events).
- Hotel room and taxes for one night’s stay at the conference hotel (or a Council-designated overflow hotel) if the presenter resides outside of the local conference area. A second night of lodging may be offered at the Council’s discretion should flight connections and/or financial issues make an extra night’s lodging necessary.
- Round-trip transportation to and from the conference not to exceed $450 (including baggage fees)
All expenses must be documented and comply with Council guidelines.
Guidelines for Reimbursable Expenses for Eligible Conference Presenters
Those eligible for reimbursement (as explained above) will need to adhere to the following instructions for reimbursement.
Original receipts for out-of-pocket expenses must be mailed with the Council Non-Staff Travel Expense Report to be reimbursed, regardless of the amount. The Council will not provide reimbursements until our accounting requirements are met.
Please note that the deadline for submitting a Non-Staff Travel Expense Report with your receipts attached is 30 days after the conference ends. The Council will not process reimbursements until the conference ends. To guarantee prompt reimbursement, please be certain that the report is complete, signed, and submitted with all original receipts by the specified deadline. Please allow four weeks after the report has been submitted to receive payment.
Round-trip transportation: The Council will reimburse the amounts indicated below (unless a different amount is specified on your presenter contract) for ground transportation and airfare between your home and the conference site.
Ground transportation: The Council will not reimburse the cost of limousine service without prior Council approval. Itemize use of taxicabs on the back of the expense report and submit receipts. The Council will reimburse mileage at $0.56 per mile when a personal automobile is used (this amount cannot exceed the cost of round-trip coach airfare). The Council will not pay for any damages, repairs, or out-of-pocket costs for operating your automobile. The Council will not reimburse for rental cars.
Airfare: The Council will reimburse up to $450 (unless a different amount is indicated on your presenter contractor you receive approval before purchasing the ticket) for one round-trip, coach-class ticket (including baggage fees) between your home and the conference site. The itinerary may not contain additional stopovers without advance approval. Any costs associated with changes to your itinerary following issuance of the ticket are your responsibility. We encourage you to seek the most reasonable airfare possible.
Hotel: You are responsible for making your reservation at the conference hotel. The Council will not reimburse reservations made at other hotels without prior approval. If you live outside of the local conference area, one night of your stay (unless additional nights have been approved) at the conference hotel will be billed directly to the Council. You are responsible for any cancellation fees. The hotel will bill you directly for additional nights and any other charges made to your room, such as upgrades, meals, videos, parking, valet, and taxes associated with these other charges. The Council will not reimburse entertainment or personal expenses such as phone calls, Internet service, postage, photocopying services, dry cleaning, pay television, or health club fees.
Tips: The Council will reimburse for porterage in the amount of $1 per bag and gratuities of $2 per day for maid service for nights the Council covers.
Meals: If meals are not included in conference registration or otherwise covered by the Council, you will be reimbursed for the cost of meals while you travel and on the day of your presentation, up to the following limits (including tax and gratuity): $30 for breakfast, $35 for lunch, and $50 for dinner.
Foreign exchange: The Council will reimburse based on the documented rate of exchange actually paid. You must include original receipts that show the amount of foreign currency purchased and rate of exchange received. The Council will reimburse for out-of-pocket expenses at the documented rate up to the total amount of currency purchased. If documentation is not available for foreign exchange rates used, the Council will reimburse at the rate quoted by www.exchangerate.com. For foreign credit card transactions, the Council will reimburse based on the actual costs indicated on the credit card receipt; therefore, you must include credit card receipts or statements with reimbursement requests for foreign expenses paid by credit card. Note in the travel report how you calculated the amount of foreign expenses.
No Solicitation Policy
Occasionally at Council conferences, presenters who are not members of the Council use sessions as forums to solicit business for their firms. Emphasize to your non-foundation-affiliated presenters that the Council appreciates their willingness to share time, expertise, and knowledge with conference participants, but requests that they refrain from soliciting business or contributions during sessions.
Next Steps and Schedule
What are the next steps following submission of the Request for Expertise?
The conference programming team will review all proposals and select those that best align with the vision, goals, and theme of this conference. Once proposals are chosen, the team will notify the selected session designers. Additional programming support will be outlined with your assigned coach. During the notification process, the programming team may also recommend speakers or other features for a specific session.
Timeline for the Request for Expertise Process
Proposals must be made via the online submission tool. You should receive an automatic notification that your submission has been received. Please contact Sandy Sandoval at firstname.lastname@example.org or 703-879-0692 regarding any questions or if you experience any errors when submitting your expertise.
May 29 - Request for Expertise Opens
June 18 - Submission Deadline
June 18-25 - The programming team will review all submissions, based upon the criteria above and identify which proposals best align with the overall goals and vision of the conference.
June 28 - Experts will be notified of the status of their submission. Accepted submissions will be assigned a planning coach.
July - Session designers prepare presenters, refine the session’s content (including making modifications if requested by the planning committee), complete format and agenda working with assigned coach, confirm and submit room set-up and audio-visual needs to Council.
July 26 - Deadline for session designers to submit any final edits to session title, description, or speaker changes.
September 21-25 - Session designers oversee presentation of the sessions at the Fall Conference.
Due to the number of submissions anticipated, it will not be possible for all proposals to be accepted. Please know that the Council and the Conference Planning Volunteer Team recognize and greatly appreciate the time, thought, and energy that go into the preparation of all proposals.