Leading Together
Annual Conference | Dallas, TX | April 23-26, 2017

All Programming

 





  • All Days

  • Saturday, April 22

  • Sunday, April 23

  • Monday, April 24

  • Tuesday, April 25

  • Wednesday, April 26

Saturday, April 22

9:00 a.m. - 5:30 p.m.

Center for Community Foundation Excellence Fundamentals Course - Day 1


Morocco, Mezzanine Level

A well-trained staff and an informed board are critical to the success of community foundations in our fast-changing world. This two-day course helps new and experienced foundation stakeholders build the essential skills they need to balance governance and management.

Created and led by experienced leaders, this course includes:

  • Updates on key legal and legislative issues;
  • Information on grantmaking; and
  • Review of community leadership and fiduciary responsibilities.

Developed in conjunction with Indiana University's Center on Philanthropy, these courses help community foundation staff, board members, and volunteers master the unique aspects of the community foundation field. You'll learn about effective practices, get helpful tools and information, and have the opportunity to network with others in the field. Comprehensive and engaging, these courses are an efficient and affordable way to increase your knowledge of the field.

Speaker(s): Peter Dunn, President and CEO, Central New York Community Foundation, Inc.; Heidi Williamson, Vice President for Programs and Initiatives, Berks County Community Foundation

Sunday, April 23

9:00 a.m. - 5:00 p.m.

Center for Community Foundations Excellence Fundamentals Course - Day 2


Morocco, Mezzanine Level

A well-trained staff and an informed board are critical to the success of community foundations in our fast-changing world. This two-day course helps new and experienced foundation stakeholders build the essential skills they need to balance governance and management.

Created and led by experienced leaders, this course includes:

  • Updates on key legal and legislative issues;
  • Information on grantmaking; and
  • Review of community leadership and fiduciary responsibilities.

Developed in conjunction with Indiana University's Center on Philanthropy, these courses help community foundation staff, board members, and volunteers master the unique aspects of the community foundation field. You'll learn about effective practices, get helpful tools and information, and have the opportunity to network with others in the field. Comprehensive and engaging, these courses are an efficient and affordable way to increase your knowledge of the field.

Speaker(s): Peter Dunn, President and CEO, Central New York Community Foundation, Inc.; Heidi Williamson, Vice President for Programs and Initiatives, Berks County Community Foundation

9:00 a.m. - 3:00 p.m.

Collaborate & Innovate: Equalizing the Playing Field of Black Business Ownership in the U.S.


Emerald, Lobby Level

With America growing increasingly more diverse, industry leaders in business and philanthropic communities recognize the need to equalize the playing field for economic opportunity among Black business owners. Despite progress on many fronts, far too many Black entrepreneurs remain invisible because of the systemic exclusion they face when trying to close the gap between failure and success. Many philanthropic and business organizations are grappling with a plethora of ideas and investment strategies to address these economic inequalities. However, there's very little collective learning about what works.

Join a dynamic team of philanthropic executives and successful business leaders as they share best practices, inclusive strategies, and investment opportunities geared to address racial economic inequalities. Be among the first to receive newly released research which reveals that if Black-owned businesses could reach employment parity with all firms, they would create nearly 600,000 new jobs and have a major impact on Black unemployment.

During this interactive, power-packed pre-conference workshop you will:

  • Learn successful strategies used to start and build Black businesses;
  • Identify key partners and intermediaries in the field working to successfully scale Black businesses;
  • Identify partners interested in investing in the growth of Black businesses;
  • Understand the role and impact philanthropy can have in bolstering economic opportunity through Black business development.

Speaker(s): Melanie Audette, Senior Vice President, Mission Investors Exchange; Cliff Barber, CEO and Founder, Chicago Mezzanine Fund; Sylvia Bartley, Program Director, Medtronic Foundation; Susan Batten, President and CEO, ABFE; Tracey Burton, Senior Director, Corporate Social Responsibility, Target Corporation; Barbara Butts Williams, Executive Dean, External Relations & Partnerships and Dean Emeritus, Capella University; Gary Cunningham, President and CEO, Meda; Daphne Davis, Chief Operating Officer, BuzzCream; Michael Davis, CEO and Founder , BuzzCream; Connie Evans, President & CEO, Association for Enterprise Opportunity; Rodney Foxworth, Founder and CEO, Invested Impact; Tammy Halevy, Senior Vice President, New Initiatives, Association for Enterprise Opportunity; Edward Jones, Director of Programs, ABFE; Ravi Norman, CEO, Thor Companies; Connie Smith, SVP, Diverse Community Capital Program Manager, Wells Fargo Foundation; Joyce Suber, Director, Women's Entrepreneurial Initiative, Michigan Women's Foundation; Michelle Thomas, Vice President, Corporate Responsibility, JPMorgan Chase Foundation; Jeanne Wardford, Program Officer, W.K. Kellogg Foundation; Gladys Washington, Deputy Director, Mary Reynolds Babcock Foundation

9:00 a.m. - 1:00 p.m.

Refining the Business Case for Diversity, Equity & Inclusion within the Philanthropic Sector


Topaz, Lobby Level

Much has been said about diversity, equity, and inclusion (DEI) within the philanthropic sector. Diverse talent pools, equitable grantmaking processes, and inclusive workplaces are all things for which organizations are striving. What benefit, if any, does a diverse talent pool bring to an organization? Does a lack of diversity within an organization's talent pool translate to a less effective organization? This preconference session will examine and refine the business case for diversity, equity, and inclusion within the philanthropic sector and compare and contrast it to business case for DEI within private sectors. In addition, representatives from the philanthropic and private sectors will help address the following questions:

  • How have their organizations "operationalized" the principles of DEI within their organizations?
  • What have their organizations done to attract and retain diverse talent pools?
  • What have they done to create workplaces that are inclusive of the increasingly diverse talent pool?
  • How has the diversity of the talent pool influenced the methods by which they serve their stakeholders?

The session will also focus on models for engaging diverse talent pools, and a panel of representatives from peer organizations will share the tactical approaches they have taken to embed diversity, equity, and inclusion within their organizations.

Speaker(s): Carmen Jones, President and CEO, Solutions Marketing Group; Dionne King, CEO and Strategic Consultant, DMK Consulting LLC; Jestine May, Human Resources Specialist, The Annie E. Casey Foundation; Floyd Mills, Vice President of Diversity, Equity, and Inclusion, Council on Foundations

9:30 a.m. - 5:00 p.m.

Finding New Narratives for Rural America: A Concert of Ideas


Metropolitan, Mezzanine Level

This one-day workshop will explore the rich opportunities and promise present in rural America. Throughout the day, ideas large and small will be examined as drivers of rural change, urban-rural interdependence, rural vitality and economic growth, and climate action for communities.

The experience will be rounded out with a rich discussion led by Benjamin Winchester, Research Fellow Extension Center for Community Vitality, University of Minnesota, about the "brain gain" and how communities and philanthropy can leverage the talent coming to rural America, and a series of Big Idea Shorts led by guest speakers from other fields.

Speaker(s): John Cimino, President and Founder, Creative Leaps International; Mike Green, Co-founder, Executive Director, Scaleup Partners; Johnathan Holifield, Co-founder, Scaleup Partners; Michael Likosky, Principal and Head of Infrastructure, 32 Advisors; Ed Long, Principal, Cross Sector Innovations; John McElligott, CEO, York Exponential; Benjamin Winchester, Research Fellow, University of Minnesota

10:00 a.m. - 6:00 p.m.

The Future of Immigration and the Role of Philanthropy


Senators Lecture Hall, Lobby Level

Against the backdrop of the Trump administration's push to reform key policies, immigration has emerged as a critical issue prompting national-level discussion and debate. The immigration preconference event will examine and explore immigration from a multitude of perspectives.

This experience will begin with a panel discussion on the current "State of Affairs" of immigration in the United States including discussions on refugees and securing the southern border. An "Academic Look into Immigration," will feature in-depth information on emerging trends, key analysis, and the economic implications of immigration.

The day will progress into a discussion with Sister Norma Pimentel, recognized by Pope Francis for her efforts in helping Central American children as they crossed the Rio Grande in search of a better life and future. Sister Norma will offer a first-hand account of her experiences and will provide a human perspective to the debate.

In the afternoone, participants will travel to Catholic Charities Fort Worth enabling donors to witness the positive impact their generous contributions have made. An overview will be given by Catholic Charities President, Heather Reynolds, followed by a tour around campus visiting Immigration Services, Refugee Services, the Children's Assessment Center, and the Hope Center.

Speaker(s): Laura Collins, Deputy Director of Economic Growth, George W. Bush Institute; Felicia Escobar Carrillo, Former Special Assistant to the President for Immigration Policy, White House Domestic Policy Council; Jeff Passel, Senior Demographer, Pew Research Center; Norma Pimentel, Executive Director, Catholic Charities of the Rio Grande Valley; Heather Reynolds, President and CEO, Catholic Charities of Fort Worth; Aryah Somers Landsberger, Director of Programs, Grantmakers Concerned with Immigrants and Refugees

11:00 a.m. - 4:00 p.m.

Grantmaking into Latin America: Regulatory Challenges, Strategic Partnerships, and Emerging Opportunities


Wedgewood, Lobby Level

Speakers will discuss a variety of opportunities and challenges for grantmaking into the region, including evolving regulatory and policy issues in cross-border philanthropy and examples of effective cross-sector and cross-border partnerships, and hear from foundations working on emerging areas of interest. Speakers from the U.S. and across the region will also highlight recent resources, research, and data on philanthropy's work within and into Latin America.

Speaker(s): Benjamin Bellegy, Executive Director, WINGS - Worldwide Initiatives For Grantmaker Support; Marina Campos, Program Officer, Andes-Amazon, The Gordon E. & Betty I. Moore Foundation; Stephen Cox, Managing Director for Networks and Strategic Initiatives, Inter-American Foundation; Elizabeth Davidsen, Chief Knowledge Economy, Multilateral Investment Fund, Inter-American Development Bank; Michele Frix, Chief of Staff, The Seattle Foundation; Melissa Golladay, Interim President & CEO, Partners of the Americas Foundation; Anne McEnany, President and CEO, International Community Foundation; Lawrence McGill, Vice President of Knowledge Services, Foundation Center; Carmen Morcos, Senior Program Officer for Latin America, EMpower-The Emerging Markets Foundation; Jocelyn Nieva, Senior Legal Advisor - Latin America and the Caribbean, International Center for Not-for-Profit Law; Valerie Nucete, Development and Communications Manager, AVINA Foundation; Fernando Pastor, Head of United States Office, La Caixa Banking Foundation; Gail Reed, Co-Founder and Country Representative, Cuba, MEDICC; Lourdes Sanz, Director of Philanthropy and Services, CEMEFI (Mexican Center For Philanthropy); Maria Carolina Suarez Visbal, President, Asociación De Fundaciones Empresariales; J.C. Thomas, Director of External Affairs, Sempra Energy & Sempra Energy Foundation; Jorge Villalobos, President, CEMEFI (Mexican Center For Philanthropy)

12:00 p.m. - 5:30 p.m.

Philanthropy's Role in Strengthening America's Democracy


Sapphire, Lobby Level

Join a timely, topical, and interactive afternoon that will provide both a forum for a conversation about the state of democratic practice in America and a review of the many ways in which philanthropy is working to restore, revive, and renew our democracy. This preconference session will begin with a review of the first 100 days of the Trump administration and offer an update on the policy changes and political intrigues of our time. Then, in conjunction with the PACE-Philanthropy for Active Civic Engagement, session leaders will highlight the many ways that organized philanthropy is working in this space, including the fields of political reform, political and civic engagement, civic education, and service. The afternoon will close with a facilitated conversation about the divides that currently exist in our nation and what organized philanthropy can do to address them.

Speaker(s): Kelly Born, Program Officer, Madison Initiative, The William and Flora Hewlett Foundation; Kristen Cambell, Executive Director, Philanthropy For Active Civic Engagement (PACE); Matthew Dowd, Entrepreneur, Chief Political Analyst, ABC News; Mauricio Garcia, Deputy Director, Cities of Service; Keesha Gaskins-Nathan, Program Director, Democratic Practice - United States, Rockefeller Brothers Fund, Inc.; Christopher Gates, Senior Advisor, ; Shawn Healy, Program Director for Democracy, McCormick Foundation; Sheron Patterson, Communications Officer, The United Methodist Church of North Texas; Arch Puddington, Distinguished Fellow for Democracy Studies, Freedom House; Amanda Schnetzer, Director of Global Initiatives, George W. Bush Institute; Elizabeth Souder, Viewpoints and Points Editor, The Dallas Morning News; Paul Waters, Senior Program Associate, Public Square, Democracy Fund; Pete Wehner, Fellow, George W. Bush Institute

4:00 p.m. - 6:00 p.m.

ABFE Presidents & CEOs Reception


Obelisk B , Mezzanine Level

The Association of Black Foundation Executives (ABFE) will host a unique networking opportunity for Foundation presidents interested in ABFE's programming. During the reception, ABFE will share the organization's current work and explore interest among the attendees with regard to future partnering opportunities.

Light refreshments will be served.

5:30 p.m. - 6:30 p.m.

New Attendee Welcome Reception


Wedgewood, Lobby Level

We are thrilled you decided to join us at the Council's 2017 Annual Conference! Find out how to get the most out of your Annual Conference experience and learn about Council resources through this session designed for first-time attendees.

Seasoned conference goers are also encouraged to attend to help guide first time attendees on how to maximize their experience.

Light refreshments will be served.

6:30 p.m. - 8:00 p.m.

Celebrating Reasons for Hope Networking Reception


Chantilly Ballroom, Lobby Level

In August 2016, more than three dozen foundations kicked off a nationwide campaign, #ReasonsForHope, to encourage people across the country to find a new path toward our ideals of dignity, equality, and justice. This ongoing campaign has given voice to thousands of stories of optimism on social media. These are the stories of inspiration that animate philanthropy and contribute to a better, stronger society. To celebrate these messages of hope and to help spread them to a larger audience, the Council is thrilled to open the 2017 Annual Conference with a musical performance by distinguished Broadway musical director and philanthropist Mary-Mitchell Campbell, Founder and Executive Director of Artists Striving to End Poverty (ASTEP). Mary-Mitchell will debut her original song "Reasons for Hope" during the reception.

Sponsored by generous support from Ford Foundation.

Speaker(s): Tonya Allen, President and CEO, The Skillman Foundation; Mary-Mitchell Campbell, Founder and Executive Director, Artists Striving To End Poverty (ASTEP); Robert Lynch, President and CEO, Americans for the Arts; Vikki Spruill, President and CEO, Council on Foundations

Monday, April 24

7:00 a.m. - 7:30 a.m.

Wellness Powerwalk


Participants are invited to meet at the West Wing Entrance of the hotel and join our personal fitness instructor for an outdoor power walk. Comfortable attire, walking shoes and a light jacket are recommended.

Depart from West Wing Entrance of Anatole

Supported by TriNet

7:45 a.m. - 10:15 a.m.

Opening Plenary: Philanthropy's Role in Vibrant Communities


Chantilly Ballroom, Lobby Level

George W. Bush, 43rd President of the United States and Founder of the George W. Bush Institute, will join us at this year's Council on Foundations Annual Conference with a special introduction from Ken Hersh, President & CEO of the George W. Bush Presidential Center.

President Bush will discuss his recent bestselling book, Portraits of Courage: A Commander in Chief's Tribute to America's Warriors, as it relates to the current work of the George W. Bush Institute and its Military Service Initiative, which ensures post-9/11 veterans and their families make successful transitions to civilian life with a focus on gaining meaningful employment and overcoming the invisible wounds of war. He will also highlight the work of their Pink Ribbon Red Ribbon initiative, a program that leads coordinated action to save women's lives from cancer, and discuss the critical role that philanthropy plays in building thriving communities.

Following the opening discussion, Council President and CEO Vikki Spruill will offer her perspective on the critical role that philanthropy plays in building thriving communities and the need for continued best practice in our sector. She will discuss how these two themes undergird this year's conference and how programming devoted to emerging and best practices in domestic and global philanthropy as well as employment, physical and mental health, economic opportunity, race, class, gender, and more can impact our broader community. She will share her vision of Leading Together, where by coming together as a field, philanthropy can find solutions that bridge our nation's divisions and strengthen our communities.

The conclusion of the Opening Plenary will explore the important role fostering hope and optimism plays in creating positive change and growing vibrant communities. Acclaimed writer, producer, director, and filmmaker, Ava DuVernay has quickly built a reputation as one of the country's most profound storytellers. In her most recent documentary, 13th, DuVernay gives an in-depth examination of racism and mass incarceration in America. By tracing the history of these prejudices and tying them to systemic social problems, DuVernay seeks to change the image of people of color in general, and black people more specifically, through truthful and cinematic storytelling. DuVernay sees a way for the philanthropic community to be beacons of hope for not only the nonprofit sector but for society in general. Join us for a riveting dialogue between Ava DuVernay and Darren Walker, President and CEO of the Ford Foundation, on the power of truthful storytelling and its influence on social change and philanthropy.

Speaker(s): George Bush, 43rd President of the United States and Founder of the George W. Bush Institute, ; Ava DuVernay, Writer, Producer, Director and Distributor of Independent Film, ; Ken Hersh, President and CEO, George W. Bush Presidential Center; Mary Jalonick, President and CEO, The Dallas Foundation; Sherry Magill, President, Jessie Ball duPont Fund; Linda Perryman Evans, President and CEO, The Meadows Foundation; Javier Soto, President and CEO, The Miami Foundation; Vikki Spruill, President and CEO, Council on Foundations; Darren Walker, President, Ford Foundation

10:00 a.m. - 4:00 p.m.

Wellness Chair Massage


Rest, Recharge, and Renew! Be sure to stop by and enjoy a "quiet moment". Chair Massages are provided by licensed massage therapists.

Located in Tower Mezzanine

Supported by TriNet

10:30 a.m. - 12:00 p.m.

100&Change: The Surprising Challenges of a $100 Million Grant Competition


Miro, Mezzanine Level

In an unprecedented public competition called 100&Change, the MacArthur Foundation is awarding a single $100 million grant to fund a proposal that promises real and measurable progress in solving a critical problem of our time. Join this session to hear how the MacArthur Foundation has grappled with key challenges, including how to balance risk and evidence, evaluate diverse proposals, ensure community engagement, and select the ultimate winner from among many potentially impactful ideas.

Speaker(s): Cecilia Conrad, Managing Director, John D. & Catherine T. MacArthur Foundation

10:30 a.m. - 12:00 p.m.

Americans Speak Out About the Arts


Morocco, Mezzanine Level

The results of a new national survey of 3,020 American adults, conducted by Ipsos Public Media, shows foundations how their programs align with changing audience demand. The public increasingly experiences art digitally, creates and shares art using social media, supports arts education, and believes the arts "unify our communities, regardless of age, race, and ethnicity." The personal and community well-being benefits of the arts are shared across all socio-economic strata. This lively session will explore survey findings, and foundation colleagues will share how they are supporting these advancements in the arts.

Speaker(s): Randy Cohen, Vice President of Research & Policy, Americans for the Arts; Allyson Esposito, Director, Arts and Culture Program, The Boston Foundation

10:30 a.m. - 12:00 p.m.

Developments in Healthcare Coverage and Implications for Funders


Topaz, Lobby Level

During a time of uncertainty about significant changes in federal and state health policies and budgets, thoughtful and informed peers will share what they know, what they don't know, and what can be done to promote community health and wellness, especially among low-income and vulnerable communities.  This session will brief participants on the most up-to-date information available about developments in the federal government's approach to health coverage, including the perspective of a funder that also provides care in low-income communities.


NOTE: Participants are encouraged to join us for Leading Through Times of Change on Monday afternoon from 2:00-3:15 PM.

Supported by Kaiser Permenente and the David and Lucile Packard Foundation

Speaker(s): Susan Fleischman, Vice President of Medicaid, Kaiser Permanente; Murray Ross, Vice President, Kaiser Foundation Health Plan, Inc.

10:30 a.m. - 12:00 p.m.

Economic Development for Whom?


Senators Lecture Hall, Lobby Level

What is philanthropy's role in making systems work and testing innovative strategies to take them to scale? To answer this question, this session will focus on efforts to address homelessness. Foundations have been working to end homelessness for years. Participants will learn how national and local funders decided to focus on employment and economic security in their efforts to end homelessness and how two states, led by local foundations, implemented an initiative to connect families with children to employment in addition to housing.

Supported by the David and Lucile Packard Foundation

Speaker(s): Rebecca Allen, Program Officer, Melville Charitable Trust; Susanne Beaton, Director of Special Initiatives, The Paul and Phyllis Fireman Charitable Foundation; Kollin Min, Senior Program Officer, Pacific Northwest, Bill & Melinda Gates Foundation

10:30 a.m. - 12:00 p.m.

Engaging Foundations to Improve Behavioral Health Policy


Monet, Mezzanine Level

While reforms related to mental health parity and behavioral health integration have set the stage for improvement, the pernicious legacy of disparate funding and stigma continue to stymie progress. Two out of three Americans with mental health needs opt not to seek care. This session will highlight partnerships between foundations and policy makers in three states - Colorado, Massachusetts, and Texas - and will feature the perspectives of funders, legislators, advocates, and non-partisan policy institutes.

Supported by Kaiser Permanente and the David and Lucile Packard Foundation

Speaker(s): Nelson Jarrin, Director of Government Affairs, Meadows Mental Health Policy Institute; Andy Keller, President and CEO, Meadows Mental Health Policy Institute; Danna Mauch, President and CEO, Massachusetts Association For Mental Health; Linda Reiner, Vice President, Caring for Colorado Foundation

10:30 a.m. - 12:00 p.m.

FreshLo - Blending Food, Culture, and Creative Placemaking to Invigorate Communities


Governors Lecture Hall, Lobby Level

This session will share insights from The Kresge Foundation's FreshLo initiative, an unprecedented approach to strengthening economic vitality, cultural expression, creative placemaking, and health in low-income communities. Speakers will share how grantees have developed a community of practice, lessons from the collaborative design process, and examples of how this initiative is redefining approaches to food-oriented development with an equity lens.

Supported by the Pisces Foundation and the David and Lucile Packard Foundation

Speaker(s): Lorena Andrade, Director, La Mujer Obrera; Stacey Barbas, Senior Program Officer, Health, The Kresge Foundation; Anzia Bennett, Community Table Coordinator, Partnership For Community Action; Maria Jackson, Senior Advisor, Arts & Culture, The Kresge Foundation; Malini Ram-Moraghan, Principal, DAISA Enterprises, LLC

10:30 a.m. - 12:00 p.m.

How Safe Is My Gift? How Safe Should it Be? Charitable Gift Assets in Bankruptcies, Clawbacks and Litigation Claims


Monte Carlo, Mezzanine Level

Recent high-profile bankruptcies, financial failures, and litigation claims against nonprofits have caused donors, board members, and organizational leaders to ask critical questions about protecting charitable gift and grant assets from the claims of creditors. Nonprofits have a legal duty to use their charitable gift and grants assets for the purposes for which they were intended. But they also have a legal duty to fulfill their obligations to creditors or those harmed by their conduct. This session will provide the legal landscape for understanding these duties and what they mean for nonprofits, donors, and grantmakers. There will also be a discussion of best practices, considering nonprofits' role both as stewards of charitable assets and as leading institutions in the community.

Speaker(s): Sarah Duniway, Principal, Gray Plant Mooty; Suzanne Friday, Senior Counsel and Vice President of Legal Affairs, Council on Foundations

10:30 a.m. - 12:00 p.m.

Investing in the Arts: Three Models for Creating Community in Mexico


Sapphire, Lobby Level

Art institutions face unique challenges to their autonomy which has led to unexpected methodologies for not only securing funding, but also to how they project themselves, increase access to art, and give voice to particular communities. Micheel Govan, Executive Director of the Los Angeles County Museum of Art (LACMA) will lead this discussion about how curious grantmakers can help galvanize people around their communities through three examples in Mexico: the public institution Museo Tamayo, nonprofit inSite/Casa Gallina, and independent graffiti activist Alfredo LIBRE Gutierrez. These models are certain to inspire you and are replicable across communities anywhere in the world.

Supported by the David and Lucile Packard Foundation

Speaker(s): Juan Gaitan, Executive Director, Museo Tamayo; Michael Govan, Executive Director, Los Angeles County Museum of Art; Alfredo Gutierrez, Visual Artist, ; Michael Krichman, Director, inSite 05

10:30 a.m. - 12:00 p.m.

Six Ideas to Strengthen Community


Emerald, Lobby Level

This fast-paced session will kick off the conference's discussions about strengthening community. Six leaders with a variety of perspectives will share some of the most exciting and provocative ideas in place-based giving.

  1. The Southern Flavor of Equity - Gerry F. Roll
  2. Developing a Blueprint for Inclusive Philanthropy - Martin Acevedo
  3. From "What Works" to "What Keeps Working" - Brad Rourke
  4. Lessons from the Dakota Pipeline - Edgar Villanueva
  5. Reconciliation and Resettlement with Canadian Communities - Lisa Kolody
  6. Are We at the Place of Most Pain? Faith and Philanthropy, An Essential Partnership - John Calhoun

Supported by the David and Lucile Packard Foundation

Speaker(s): Martin Acevedo, Director of Inclusive Philanthropy, San Antonio Area Foundation; John Calhoun, President & CEO, Hope Matters; Lisa Kolody, Executive Director, The Windsor Essex Community Foundation; Gerry Roll, Executive Director, Foundation For Appalachian Kentucky, Inc.; Brad Rourke, Program Officer, Kettering Foundation; Edgar Villanueva, Vice President of Programs & Advocacy, The Schott Foundation for Public Education

10:30 a.m. - 12:00 p.m.

Tax Reform in the 115th Congress


Wedgewood, Lobby Level

A moderated panel of experts will discuss the ins and outs of the first comprehensive overhaul of the tax code in three decades. This session offers a deep dive into the state of tax reform, examining the nuances of the politics and policies currently being navigated in the 115th Congress. Come for wonky policy, stay for the wonky politics.

Supported by Northern Trust

Speaker(s): Ken Kies, Managing Director, Federal Policy Group, The Federal Policy Group; Ruth Madrigal, Partner, Steptoe & Johnson LLP; Mason Rummel, President & CEO, James Graham Brown Foundation, Inc.

10:30 a.m. - 12:00 p.m.

The Global Framework for Mission Related Investment in Energy


Metropolitan, Mezzanine Level

Currently more than one billion people lack access to safe, clean, and affordable energy. Goal 7 of the Sustainable Development Goals (SDGs) has as one of its targets universal access to energy by 2030, the success of which also contributes significantly to goals such as alleviating poverty and achieving higher levels of health and education. This session will explore how to align the investments of philanthropy, faith groups, development institutions, and other impact investors towards a common effort to achieve SDG 7 over the next 15 years. It will also examine how coordinated investments and capacity building efforts can support the development of decentralized energy generation systems with the potential to make universal access a reality.

Speaker(s): Daryn Dodson, Private Equity and Venture Capital Consultant to Board of Directors, Calvert Foundation; Ellen Dorsey, Executive Director, Wallace Global Fund II; Fletcher Harper, Executive Director, Green Faith; Aniket Shah, Program Leader, Financing for Sustainable Development Initiative,

12:15 p.m. - 5:00 p.m.

Bachman Lake Site Session


The Bachman Lake Together Family Center helps parents support their children's development in the high-poverty Bachman Lake neighborhood in Dallas. They provide services such as financial education and coaching, health services, leadership development, education, and more. Bachman Lake Together was launched by the Zero to Five Funders Collaborative, which works to ensure children in low-income neighborhoods are physically, emotionally, socially, and intellectually ready for school by age five.

This special site session includes a tour the facilities and the opportunity to speak with staff, partners, and program participants to better understand Bachman Lake Together's two-generation approach to helping prepare children for success in school.

There is no additional cost to attend this site session, but space is limited and advance registration is required. You can add this site session to your itinerary while registering for the conference. If you have already registered for the conference and would like to add this session, email you request to registration@cof.org or call 703-879-0600.

Sponsored by generous support from the 2017 Annual Conference Host Committee.

12:15 p.m. - 1:45 p.m.

Board, Career Pathways Alumni, & Working Group Thank You Lunch


Obelisk A, Mezzanine Level

As a thank you for the continuous support the Council on Foundations' Board of Directors provides, the past efforts of Board alums, and the programmatic contributions made by this year's Working Group, this lunch will be an opportunity to relax and network with other critical contributors to the Council on Foundations' success.

This event is by invitation only.

12:15 p.m. - 5:00 p.m.

City Square - Cottages at Hickory Crossing Site Session


CitySquare is a broad community development organization offering a comprehensive array of social services that address four key areas related to poverty: hunger, health, housing, and hope. In fall 2016, CitySquare in collaboration with Central Dallas Community Development Corporation opened the Cottages at Hickory Crossing, a development of 50 "tiny homes" to provide stable housing for homeless individuals. The development provides residents on-site access to healthcare, food, and social services while providing cost savings to the City of Dallas.

The Cottages were designed and funded through a public-private partnership between Dallas County Criminal Justice Department, UT Southwestern, Metrocare Services, Central Dallas Community Development Corporation, W.W. Caruth, Jr Foundation, and several community donors and churches, including Highland Park United Methodist Church and Preston Hollow Presbyterian Church Foundation. During this site visit, participants will tour the cottages, enjoy lunch prepared by students in its hospitality program, and learn more about this unique public-philanthropic partnership from CitySquare's CEO Larry James.

There is no additional cost to attend this site session, but space is limited and advance registration is required. You can add this site session to your itinerary while registering for the conference. If you have already registered for the conference and would like to add this session, email you request to registrationcof.org or call 703-879-0600.

Sponsored by generous support from the 2017 Annual Conference Host Committee.

12:15 p.m. - 1:15 p.m.

Grantmaking Into China: A Closed-Door Dialogue on Strategies under New Foreign NGO Law


Manchester, Mezzanine Level

On January 1, 2017, a new law in China changed how foundations grantmaking in China are registered and operating locally.

Join other funders in China for a closed-door conversation about how foundations are working within this new law. A number of foundations with long histories of work in China will share their experiences to date, and we'll have space for an open, lunch-time conversation for suggestions on operating in the new environment in China. Please contact Natalie Ross if you're interested in joining this conversation.

12:15 p.m. - 1:00 p.m.

Learning Lab: Mindful Messaging: Getting Inside the Brain of Your Audience


Tower Mezzanine Foyer, Mezzanine Level

Every day brings new insights from behavioral economics, psychology, and the social sciences that help us better understand how people think and why they do what they do. Mindful Messaging offers guidance for applying these insights to social change efforts. This breakout session will walk through how to think about audiences not just demographically (who they are) but also psychographically (why they think and do what they do) and how to put this knowledge to work to strengthen messaging efforts. Participants will learn what they need to take into account when developing messaging, ways to anticipate how their audiences will react, and how to better connect with and not alienate their audiences.

Supported by Spitfire Strategies

Speaker(s): Dennis Poplin, Senior Vice President, Spitfire Strategies

12:15 p.m. - 2:00 p.m.

Lunch


Chantilly Ballroom, Lobby Level

Lunch will be served.

1:15 p.m. - 2:00 p.m.

Learning Lab: ESG Framework Investment Approach


Tower Mezzanine Foyer, Mezzanine Level

This learning lab will arm participants with a useful environmental, social, and governance (ESG) framework to help them customize ESG to their unique beliefs and investment portfolios. Portfolio resilience is increased by managing the financial risks arising from governance failures, changes in policy and regulation, and environmental and social trends. Building ESG principles into an investment approach adds support to investment objectives in an ever-changing world and positions investors to take advantage of a shift towards more sustainable economic growth.

Supported by Mercer

Speaker(s): Wendy Hershey, Partner, Mercer; Russ LaMore, Partner, Mercer

2:00 p.m. - 3:15 p.m.

2020 Census: What's At Stake for Philanthropy


Miro, Mezzanine Level

Three years from now, the 2020 Census will be in full swing. Final decisions on census design and operations are being made this year, and the Census Bureau will then begin deploying the IT, field, and communications infrastructure to support the constitutionally required population count. However, some grantmakers feel that lack of sufficient funding, a growing climate of fear in immigrant communities, and threats to federal data collection could undermine the next census, especially in historically undercounted communities. There is a lot at stake for philanthropy, which relies on census data to evaluate need and target grant making. In this session, a panel will discuss census policy, operational challenges, and how foundations can help ensure a fair and accurate enumeration.

Supported by the David and Lucile Packard Foundation

Speaker(s): Terri Ann Lowenthal, Former Senior Advisor, Funders Census Initiative 2020; Arturo Vargas, Executive Director, NALEO Educational Fund; Ted Wang, Director, United States Program, Unbound Philanthropy; Thomasina Williams, Vice President & Family Dynamics Consultant, Wells Fargo

2:00 p.m. - 3:15 p.m.

Adaptive Community Leadership


Metropolitan, Mezzanine Level

Community philanthropy plays a critical role as a catalyst, convener, and capacity builder. This session will explore what it takes to create resources for an organization, community, and society to thrive and will provide tools and frameworks for how community philanthropy can exercise adaptive leadership. It will provide participants practical tools for mobilizing people, clarifying what matters most, and creating impact. This session is for those aspiring to exercise leadership in pursuit of the opportunities and challenges at hand and seeking strategies to adapt themselves, their organizations, and their communities for the difficult work of social change.

Speaker(s): Andy Fraizer, Executive Director, Indiana Association For Community Economic Development

2:00 p.m. - 3:15 p.m.

Amplifying the Foundation's Mission Through Impact Investing: the President's Perspective


Wedgewood, Lobby Level

This session will show participants how to make the case for their foundations to adopt investment practices such as impact investing, program-related investments, and more. Ruth Madrigal, author of the IRS notice on Mission Related Investing, will share the Treasury's perspective on these practices and then presidents of leading practitioner foundations will share their paths to impact investing. They will answer questions such as: How did they make the case to their trustees, investment committees, CIOs, wealth advisors, and program officers? Did they build the practice in-house or do they work with external consultants? How is their impact investing practice going so far?

Speaker(s): Ruth Madrigal, Partner, Steptoe & Johnson LLP; Fran Seegull, Executive Director, U.S. Impact Investing Alliance; Doug Stamm, Chief Executive Officer, Meyer Memorial Trust; Julia Stasch, President, John D. & Catherine T. MacArthur Foundation ; Kate Wolford, President, The McKnight Foundation

2:00 p.m. - 3:15 p.m.

Building Audiences for the Arts


Sapphire, Lobby Level

Despite a national decline in arts participation, some leaders in the field have successfully strengthened cultural life in their cities and regions. Culture is personal, and successful arts programs cultivate rewarding, individual encounters with the arts. Grantmakers want to ensure that a broad swath of the public has access to those experiences. This session will focus on efforts to strengthen cultural life through expanded arts participation.

Supported by the David and Lucile Packard Foundation

Speaker(s): David Devan, General Director, Opera Philadelphia; Lee Foster, Managing Director, Theatrical Outfit; Lucas Held, Director of Communications, The Wallace Foundation; Victoria Rogers, Vice President, Arts, John S. & James L. Knight Foundation; Christopher Taylor, President, The Clay Studio; Terri Theisen, , The Arthur M. Blank Family Foundation

2:00 p.m. - 3:15 p.m.

Building Healthy Communities through Housing Stability


Monte Carlo, Mezzanine Level

Research has shown that housing stability plays an essential role in health and mental health outcomes. In this session, health and housing/homelessness foundations will share their successes in leveraging public dollars and working together to provide housing to build healthier communities.

Supported by Kaiser Permanente and the David and Lucile Packard Foundation

Speaker(s): Amanda Andere, CEO, Funders Together to End Homelessness; Bill Major, Executive Director, Zarrow Families Foundation; Bill Pitkin, Director of Domestic Programs, Conrad N. Hilton Foundation; Nancy Sasaki, Executive Director, Alliance Healthcare Foundation

2:00 p.m. - 3:15 p.m.

From Ivory Tower to Neighborhood: the Academy and Community Development


Senators Lecture Hall, Lobby Level

Three research universities - public and private - will share how they are leading affordable housing efforts in rural and urban communities. Auburn University's School of Architecture will demonstrate its work designing and building affordable housing in Alabama's Black Belt. University of Miami's Office of Civic and Community Engagement will demonstrate its success creating a community engagement strategy for affordable housing in low-income areas in Miami, and University of Florida's Shimberg Center for Housing Studies will demonstrate how its county-wide housing stock studies can influence local government policy makers' use of public tax-payer development dollars. Participants will learn how modest foundation grants can engage research universities in solving local housing affordability and economic development challenges in local places.

Supported by the David and Lucile Packard Foundation

Speaker(s): Robin Bachin, Associate Professor & Assistant Provost for Civic and Community Engagement, University of Miami; Sherry Magill, President, Jessie Ball duPont Fund; Calvin Parker, Regional Vice President, Local Initiatives Support Corporation (LISC); Anne Ray, Florida Housing Data Clearinghouse Manager, University of Florida; Rusty Smith, Associate Professor of Architecture and Associate Director of the Rural Studio, Auburn University

2:00 p.m. - 3:15 p.m.

Funding Food, Water, and Women Across Silos and Across Movements


Monet, Mezzanine Level

Globally, women experience some of the most acute effects of environmental degradation, climate change, and food and water insecurity. Presenting an innovative case study of funding grassroots women's and environmental movements, this session calls upon funders to shed thematically siloed grantmaking. The session will introduce the Global Alliance for Green and Gender Action, a grantmaking partnership that helps women in the Global South claim their rights to water, food security, and a healthier environment.

Supported by the Pisces Foundation and the David and Lucile Packard Foundation

Speaker(s): Cindy Coltman, Partnership Development, Both ENDS; Ellen Dorsey, Executive Director, Wallace Global Fund II; Ursula Miniszewski, Philanthropic Partnerships Manager, ; Hilda Vega, Grassroots Climate Solutions Fund Coordinator, International Development Exchange

2:00 p.m. - 3:15 p.m.

How to Collaborate for Lasting Impact


Morocco, Mezzanine Level

Tynesia Boyea-Robinson, President and CEO of Reliance Methods, will share stories and case studies focused on innovative and collaborative approaches to large-scale social change. The session will highlight leaders from across the country who have successfully created sustainable, long-lasting solutions to address key root causes of inequities in their communities. Participants will leave with resources and tools to help them make positive and meaningful societal changes in their communities.

Speaker(s): Tynesia Boyea-Robinson, President and CEO, Reliance Methods

2:00 p.m. - 3:15 p.m.

Leading Through Times of Change


Topaz, Lobby Level

Private sector funders navigate an ever-shifting landscape marked by social, political and economic changes. When needs are growing and resources are limited, foundations and corporate giving programs are looked to for leadership in addressing community needs. This session will focus on challenges, opportunities, strategies and tools that contribute to making progress through times of uncertainty to improve the quality of life and opportunities in communities. Examples and ideas will be shared on how to use influence, data, metrics, and new approaches and techniques to support communities in rural, suburban and urban areas. Those who attend the session will also have the opportunity to share their experiences and ideas and to learn from philanthropic leaders who work in cross-sector partnerships on local and regional issues.

NOTE: Participants are encouraged to join us Monday morning, 10:30 - 12:00 PM for Developments in Healthcare Coverage and Implications for Funders

Supported by Kaiser Permanente and the David and Lucile Packard Foundation

Speaker(s): Douglas Hattaway, President, Hattaway Communications; Patricia Mathews, President and CEO, Northern Virginia Health Foundation; Jeremy Moore, Director, Community Health Programs - Innovations, Spectrum Health; Joseph Rosier, President and CEO, The Rapides Foundation

2:00 p.m. - 3:15 p.m.

Race, Faith and Violence: Interfaith Approaches to Compassionate Communities


Emerald, Lobby Level

This panel will explore the effect of religions on world events and the significance of interfaith approaches to resolving conflict and advancing understanding. Panelists will share perspectives from three religious traditions: Judaism, Islam, and Christianity; and will offer theological insights and practical strategies. They will discuss the role of philanthropy in advancing open, just, and diverse societies and philanthropic opportunities to use interfaith strategies to move communities from judgment and isolation to civility and, ultimately, compassion.

Supported by the David and Lucile Packard Foundation

Speaker(s): Mark Diamond, Professor of Jewish Studies, Loyola Marymount University; Amir Hussain, Professor of Theological Studies, ; Rosemarie Nassif, Sr Advisor on Catholic Sisters & Faith-Based Activities, Conrad N. Hilton Foundation; Rebecca Sager, Associate Professor of Sociology, Loyola Marymount University; Wilhelmus Valkenberg, Ordinary Professor of Religion and Culture, The Catholic University of America

2:00 p.m. - 3:15 p.m.

Value Chain Coordination to Build Food System Infrastructure: Food LINC


Governors Lecture Hall, Lobby Level

Food LINC, or Leveraging Investment for Network Coordination, is a three-year initiative spearheaded by USDA and its philanthropic partners to enhance local and regional food systems. Ten organizations have been initially selected to support a full-time "value chain coordinator" who will provide local food sector coordination services, linking producers and buyers in a regional geography. Presenters will describe how this partnership was established and has grown.

Supported by the Pisces Foundation and the David and Lucile Packard Foundation

Speaker(s): James Barham, Agricultural Economist, Food Systems Specialist, U.S. Department of Agriculture; John Fisk, Director, Wallace Center, Winrock International; Allan Oliver, Executive Director, Thornburg Foundation; Kristen Richardson-Frick, Program Officer, Rural Church Programs, The Duke Endowment; Kellie Terry, Program Officer for Sustainable Environments, Surdna Foundation, Inc.

3:15 p.m. - 4:00 p.m.

Learning Lab: Can Foundations Influence Legislation Without Incurring Tax or Jeopardizing Exempt Status?


Tower Mezzanine Foyer, Mezzanine Level

Foundations must adhere to a set of rules and regulations governing their activities and transactions. If they run afoul of certain prohibited activities or, in the case of public charity foundations, exceed certain limitations - such as lobbying or attempting to influence legislation - they may be subject to excise taxes on taxable expenditures. Join Moss Adams and Silicon Valley Community Foundation for a discussion about what activities foundations can and cannot be a part of.

Supported by Moss Adams, LLP

Speaker(s): Wendy Campos, Tax Leader, Foundations and Exampt Organizations, Moss Adams LLP; Gina Dalma, Special Advisor to the CEO and Vice President of Government Relations, Silicon Valley Community Foundation; Elizabeth Dollar, Partner, Foundations and Not-for-Profit Services, Moss Adams Foundation

4:00 p.m. - 5:30 p.m.

International Grantmaking By U.S. Community Foundations


Manchester, Mezzanine Level

Join us for an interactive discussion of recent findings from the Council on Foundations and Foundation Center that analyze the international behavior of U.S. community foundations, and what this means for the field of community philanthropy in the United States.

In the last 10 years, U.S. community foundations have increasing channeled international grants to causes and organizations around the world. New research by the Council on Foundations and Foundation Center found that in 2013, 85 community foundations made grants worth more than $143M to support activities in more than 130 countries. This is a significant increase from 2002 when 40 community foundations made international grants of only $25M. What will these new trends in global giving mean for U.S. community foundations going forward? A panel of community foundation leaders who approach international giving in a variety of ways will also kick start an interactive discussion about how and why they facilitate international activity by their community.

4:00 p.m. - 5:30 p.m.

Leadership in Action: Sports Philanthropy in Action and on Impact


Wedgewood, Lobby Level

Sports figures and teams are modern day heroes to many. Millions of people look to them for inspiration and leadership. Many of those who achieve success through athletic achievement turn the esteem and fame they earn into positive social benefits. In particular, athletes, teams, and athletic associations often form foundations in order to channel their philanthropic purposes. This session will feature a discussion with two of the most prominent sports philanthropists about how they set their philanthropic visions and the opportunities they see for sports philanthropy to achieve great things.

Speaker(s): Christal Jackson, Founder, Head and Heart Philanthropy; Charlotte Jones Anderson, Executive Vice President and Chief Brand Officer, Dallas Cowboys; Dikembe Mutombo, Chairman and President, Dikembe Mutombo Foundation, Inc.

4:00 p.m. - 5:30 p.m.

Speed Networking


Obelisk A, Mezzanine Level

Looking for a way to quickly meet other professionals in the sector? Update your business cards, prep your elevator speech, and join us at our Speed Networking event. We will have a bar available in the room for a few minutes of cocktails. Participants will pair up and network with each other in short intervals for 25 rounds of two minutes.

First come, first serve availability.

4:15 p.m. - 5:00 p.m.

Learning Lab: More Efficient Grantmaking and Knowledge Building


Tower Mezzanine Foyer, Mezzanine Level

There are many mechanics to grantmaking. Research, due diligence, and being a knowledge hub for your stakeholders can be major challenges. Learn how GuideStar has enhanced its current tools and is introducing a new one to help you not only meet, but exceed your goals.

Supported by Guidestar USA, Inc.

Speaker(s): Adrian Bordone, Vice President, Strategic Partnerships, GuideStar USA, Inc.

7:00 p.m. - 9:00 p.m.

Opening Networking Reception at the Perot Museum of Nature and Science


Join us at the Perot Museum for food, drinks, and great conversation. This is a perfect environment to reconnect with old friends and meet new ones while interacting with hands-on learning experiences.

Located near Downtown Dallas in Victory Park, the Perot Museum of Nature and Science is a "world of wonder." This museum houses 11 permanent exhibit halls on five floors of public space, a children's museum, a state-of-the art traveling exhibition hall, and The Hoglund Foundation Theater, a National Geographic Experience. Designed by a 2005 Pritzker Architecture Prize Laureate and distinguished with the highest possible rating from the Green Building Initiative, you don't want to miss this opportunity to learn while having fun.

This event is supported by the 2017 Annual Conference Host Committee.

Tuesday, April 25

7:00 a.m. - 7:30 a.m.

Wellness Meditation and Discussion


Tower Mezzanine Foyer, Mezzanine Level

Join Carmen Morcos, Senior Program Officer for Latin America at EMpower and Living Meditation Teacher for a guided living meditation session followed by sharing and discussion. The global issues of today challenge us to tap into our highest selves. Learn how to cultivate your inner energy, enabling you to choose how to be, feel, and act in this world. Free yourself from stories that hold you back, and set new intentions for how you want to direct your energy to address today's most pressing needs. The most authentic expression of your external power will come from understanding and mastering the power within.

Supported by TriNet

8:00 a.m. - 9:00 a.m.

Breakfast


Chantilly Ballroom, Lobby Level

Breakfast will be served.

9:00 a.m. - 10:15 a.m.

Fireside Chat with C.D. Glin


Topaz, Lobby Level

This is your opportunity to engage in candid conversations with experienced leaders in philanthropy about the trials, triumphs, and lessons learned from their years of practice in the sector. Hear inspirational stories and get honest answers the questions you have been reluctant to ask.

C.D. Glin is the President and CEO of the U.S. African Development Foundation, where he leads the agency's efforts to combat some of Africa's most difficult development and foreign policy challenges. Having spent more than 20 years in international development - including time in Nairobi, Kenya, with the Rockefeller Foundation and service in the Obama Administration - C.D. is a recognized leader in the philanthropy, government, and nonprofit sectors. In this session, C.D. will discuss how working across a variety of sectors and geographies has helped shape his leadership style and approach to creating solutions for the world's most underserved communities.

Please note that space is limited and seating is first-come; first-serve.

Speaker(s): C.D. Glin, President and CEO, U.S. African Development Foundation

9:00 a.m. - 10:15 a.m.

Fireside Chat with Mary McClymont


Governors Lecture Hall, Lobby Level

This is your opportunity to engage in candid conversations with experienced leaders in philanthropy about the trials, triumphs, and lessons learned from their years of practice in the sector. Hear inspirational stories and get honest answers the questions you have been reluctant to ask.

Mary McClymont is the President and CEO of the Public Welfare Foundation, and, after twenty years in philanthropy, she is stepping down from her post to begin a new chapter, seeking new ways to contribute to social justice concerns. In this session, Mary will talk about her leadership transition and share lessons from her personal journey in philanthropy over two decades.

Please note that space is limited and seating is first-come; first-serve.

Speaker(s): Mary McClymont, President, Public Welfare Foundation

9:00 a.m. - 10:15 a.m.

Fireside Chat with Sandy Vargas


Senators Lecture Hall, Lobby Level

This is your opportunity to engage in candid conversations with experienced leaders in philanthropy about the trials, triumphs, and lessons learned from their years of practice in the sector. Hear inspirational stories and get honest answers the questions you have been reluctant to ask.

Sandy Vargas, Executive Leadership Fellow at the Humphrey School of Public Affairs at the University of Minnesota and former President and CEO of the Minneapolis Foundation will speak about her experience in fostering diversity, equity, and inclusion in the philanthropic sector. This session will explore the challenges, triumphs and realities of ensuring that diversity, equity, and inclusion be truly embedded into the work of your foundation.

Please note that space is limited and seating is first-come; first-serve.

Speaker(s): Sandra Vargas, Former President and CEO, The Minneapolis Foundation

9:00 a.m. - 10:15 a.m.

Fireside Chat with Sherece West-Scantlebury


Emerald, Lobby Level

This is your opportunity to engage in candid conversations with experienced leaders in philanthropy about the trials, triumphs, and lessons learned from their years of practice in the sector. Hear inspirational stories and get honest answers the questions you have been reluctant to ask.

Sherece Y. West-Scantlebury, President and CEO of the Winthrop Rockefeller Foundation (WRF), is celebrating her 10-year anniversary at WRF and her 25 years in philanthropy in 2017. During this session, Sherece will discuss failing forward in philanthropy. There is much to be learned in risk taking and failing, and Sherece will share her experiences of not just failing, but failing badly. Join this session to explore an important lesson these experiences taught Sherece - that failure is not final, especially in philanthropy.

Please note that space is limited and seating is first-come; first-serve.

Speaker(s): Sherece West-Scantlebury, President and CEO, Winthrop Rockefeller Foundation

9:00 a.m. - 10:15 a.m.

Fireside Chat with Tony Pipa


Sapphire, Lobby Level

This is your opportunity to engage in candid conversations with experienced leaders in philanthropy about the trials, triumphs, and lessons learned from their years of practice in the sector. Hear inspirational stories and get honest answers the questions you have been reluctant to ask.

Tony Pipa, Tony Pipa, former Chief Strategy Officer at USAID and Special Envoy to the UN for the SDGs, will speak about his experience moving from the philanthropic sector, where he held leadership positions at family, public, and community foundations, to government. This session will explore the challenges, triumphs, and differences in exercising leadership in the philanthropic and public sectors, as well as the opportunities and challenges for philanthropic influence and impact amid shifting public policy priorities.

Please note that space is limited and seating is first-come; first-serve.

Speaker(s): Tony Pipa, Former Chief Strategy Officer, USAID, USAID

9:00 a.m. - 10:15 a.m.

Leadership in Action: Harnessing Tragedy to Build a Better Community - Dallas's Leaders Reflect


Wedgewood, Lobby Level

In July 2016, following a peaceful Black Lives Matter-organized protest calling for police reform, the city of Dallas was rocked when a gunman opened fire on police. The shooting killed five officers and injured nine more. It was the deadliest incident for U.S. law enforcement since the September 11 attacks. In response, the mayor and police chief called for the community to come together. This plenary will focus on the efforts they took to strengthen the city during one of its most challenging times.

Speaker(s): Bryan Carter, Senior Pastor, Concord Church; Linda Perryman Evans, President and CEO, The Meadows Foundation; Michael Rawlings, Mayor, City of Dallas; Evan Smith, CEO and Co-Founder, The Texas Tribune

9:00 a.m. - 10:15 a.m.

Local Collaboration on Global Goals - Bridging Sectors for Collective Impact


Monet, Mezzanine Level

In 2016 and 2017, more than 250 foundations gathered in five cities across the U.S. to discuss how local philanthropic collaborations can achieve shared global goals in their communities, such as ending hunger by 2030, cutting poverty in half, and creating high-quality jobs. The Sustainable Development Goals (SDGs) are a universal and global agenda where philanthropy, as conveners and community leaders, can bridge sectors and inspire collective impact. What does it take to localize global goals within U.S. communities? How can the SDGs provide opportunities for U.S. philanthropy to collaborate with other sectors to more efficiently build vibrant communities? In this interactive session, participants will have the opportunity to role play the creation of a local partnerships for the SDGs and hear from leaders using this global framework to inspire new collaborations across the United States.

Speaker(s): Lauren Bradford, Director, Global Partnerships, Foundation Center; Jennifer Chavez Rubio, Senior Director of Global Engagement, Medtronic Foundation; Katie Hester, Senior Advisor, The Partnering Initiative; Sherry Magill, President, Jessie Ball duPont Fund; Elizabeth Marquardt, Sr. Manager of Foundations, Feeding America; Natalie Ross, Senior Director for Global Philanthropy and Partnerships, Council on Foundations

10:00 a.m. - 4:00 p.m.

Wellness Chair Massage


Rest, Recharge, and Renew! Be sure to stop by and enjoy a "quiet moment". Chair Massages are provided by licensed massage therapists.

Located in Tower Mezzanine

Supported by TriNet

10:30 a.m. - 12:00 p.m.

Accelerating Resilient Water Systems through Impact Investing and Philanthropy


Governors Lecture Hall, Lobby Level

The need for resilience in our water systems is becoming ever more urgent as insufficiencies in water management and infrastructure are magnified by drought and growing populations. This necessitates action, such as investments in water systems resilience and partnerships between investors, philanthropies, public entities, and companies. This session will explore the role of impact investing and philanthropy to stimulate water-related investments, recognizing the need for immediate solutions alongside the goal of long-term systemic transformation.

Supported by the Pisces Foundation and the David and Lucile Packard Foundation

Speaker(s): Ricardo Bayon, Partner and Co-founder, Encourage Capital, LLC; Barry Gold, Director, Environment Program, Walton Family Foundation, Inc.; Bruce Kahn, Treasurer of the Board, Confluence Philanthropy; Kate Wolford, President, The McKnight Foundation

10:30 a.m. - 12:00 p.m.

Community Foundations Disruptions


Emerald, Lobby Level

With the pace of change in our world, disruption is a natural state in communities everywhere. Change is the new normal. So how do community foundations, institutions of long-standing tradition and influential in how communities address change, adapt themselves to the new normal? Compounding this issue is the concern that without growth, community foundations will no longer be well-positioned to lead within their communities. This session will identify the changes community foundations are facing, explore ways to navigate disruption, and consider questions such as whether or not asset growth is an imperative for community foundations and what role do donor advised funds play in community foundation growth and sustainability. A new narrative is possible around growth and remaining influential in community philanthropy, and this session will unpack the possibilities

Read Community Foundation Business Model Disruption in the 21st Century.

Speaker(s): Betsy Constantine, Executive Vice President, Community Foundation for Greater Buffalo; Gabriel Kasper, Managing Director, Monitor Institute; Kevin Murphy, President, Berks County Community Foundation; Ronald Richard, President and CEO, The Cleveland Foundation

10:30 a.m. - 12:00 p.m.

Dallas Faces Race


Monet, Mezzanine Level

After the tragic deaths of five police officers and the wounding of many others at a peaceful demonstration on July 7, 2016, the Dallas community benefited from a forum on racial equity called Dallas Faces Race. The nonprofit partners of Dallas Faces Race turned to this learning community for relationships, resources, and safe places to share their reactions and begin to heal. This session will explore racial equity capacity building for grantees, community partnerships, and the model used by leaders in Dallas to strengthen their community.

Supported by the David and Lucile Packard Foundation

Speaker(s): Gail Christopher, Senior Advisor and Vice President for Truth, Racial Healing, & Transformation, W.K. Kellogg Foundation; Lauren Embrey, President, Embrey Family Foundation; Rinku Sen, Executive Director, Race Forward; Cynthia Yung, Executive Director, The Boone Family Foundation

10:30 a.m. - 12:00 p.m.

Equity in Action


Obelisk A, Mezzanine Level

Using Equity in Action to achieve authentic and effective partnerships to advance progress at a community level, this session is designed to help leaders mobilize stakeholders and leverage their talent, expertise, and ideas for the long-term success of their communities. Participants will witness a lively exchange between two dynamic speakers that demonstrate how different models of community development can help partners become even stronger leaders in their own communities.

Speaker(s): Stephen Greeley, President, DCA, Inc.; David Leckey, Executive Director, The Orton Family Foundation

10:30 a.m. - 12:00 p.m.

Excellent Art in Rural America


Sapphire, Lobby Level

This session will explore successful approaches to rural arts funding in America. Panelists will discuss how rural arts work is different than urban counterparts and provide participants with a better understanding of scalability, definitions of artistic excellence, and the unique benefits of rural arts, such as depth of experience and communion with tradition.

Supported by the David and Lucile Packard Foundation

Speaker(s): Arni Fishbaugh, Former Executive Director, ; Matthew Fluharty, Executive Director, Art of the Rural; John McGuirk, Program Director, Performing Arts Program, The William and Flora Hewlett Foundation

10:30 a.m. - 12:00 p.m.

International Grantmaking in the Trump Era


Metropolitan, Mezzanine Level

The world is witnessing significant shifts in both the domestic and international environment for grantmaking. Here in the U.S., the Trump administration may introduce new regulatory and political policies that will affect both domestic and international work. Outside the U.S., there are important shifts underway in key countries receiving U.S. grantmaking, with China, Russia, India, and Egypt among them. The multilateral environment for grantmaking is under pressure as well. Participants will learn about these specific issues and what this changing landscape may mean for U.S. funders during the Trump era.

Speaker(s): John Hecklinger, Chief Network Officer, GlobalGiving; Lara Kalwinski, Executive Director of National Standards and Senior Counsel, Council on Foundations; Mark Sidel, Doyle-Bascom Professor of Law and Public Affairs; Consultant, ICNL, University of Wisconsin-Madison; Dawn Sikorski, Corporate Counsel, Islamic Relief USA

10:30 a.m. - 12:00 p.m.

Leveraging Data to Inform Strategy


Morocco, Mezzanine Level

Understanding big data can seem like a daunting task. However, if used strategically, it is an incredibly powerful tool that will transform an organization's capacity to strengthen outcomes and enhance impact. This session will offer insights into how philanthropy, technology, and big data are converging. It will also explore why big data is important to foundations and the organizations they fund, the challenges to becoming a more data-driven organization, why organizational culture matters, and what the future holds for those who embrace a data-driven approach to inform strategy.

Speaker(s): Jennifer Chavez Rubio, Senior Director of Global Engagement, Medtronic Foundation; Steve MacLaughlin, Vice President of Data & Analytics, Blackbaud, Inc.; Carly Meek, Director, Information Services, Community Foundation of Tampa Bay, Inc.; Sarah Nelson, Chief Philanthropy Officer, Communities Foundation of Texas

10:30 a.m. - 12:00 p.m.

Salon Discussion with 2017 HUD Secretary's Award Winners: Excellence in Public Partnerships


Wedgewood, Lobby Level

The Department of Housing and Urban Development (HUD) Secretary's Award for Public-Philanthropic Partnerships recognizes excellence in cross-sector partnerships that increase the quality of life for low- and moderate-income residents across all American geographies - urban, suburban, and rural. In this salon, the 2017 recipients will discuss their award-winning public-philanthropic partnerships and the power of collective impact.

Speaker(s): Matthew Ammon, Acting Assistant Secretary for Policy Development and Research, U.S. Department of Housing and Urban Development; Vikki Spruill, President and CEO, Council on Foundations

10:30 a.m. - 12:00 p.m.

Selling Social Change: The Case for Funding Demand Generation


Miro, Mezzanine Level

Nonprofits and funders that aspire to achieve a level of results commensurate with the magnitude of the biggest social problems must be prepared to generate demand. Just because there is a clear need for a preventive program or service doesn't mean there is demand - the "need-equals-demand fallacy." Even highly rated, evidence-based programs cannot overcome beneficiaries' lack of awareness or disinterest. This session will teach nonprofits and funders how to sell social change.

Speaker(s): Taz Hussein, , The Bridgespan Group; Fay Twersky, Director, Effective Philanthropy Group, The William and Flora Hewlett Foundation

10:30 a.m. - 12:00 p.m.

Youth Employment: Advancing the Youth Workforce Pipeline through Public-Private Partnerships


Senators Lecture Hall, Lobby Level

Under Mayor Bill de Blasio, New York City launched the Center for Youth Employment (CYE) - a privately funded non-profit - to establish a unified approach in helping youth and young adults gain work experience, build skills, and explore potential careers. As a founding partner, the Citi Foundation saw CYE as a promising vehicle for its youth employment agenda and provided crucial support, fueling several early successes. Discussants will share details of the work thus far and important lessons learned for building strong public-private partnerships at scale.

Supported by the David and Lucile Packard Foundation

Speaker(s): Gabrielle Fialkoff, Senior Advisor to Mayor Bill de Blasio and Director, New York City Office of Strategic Partnerships; David Fischer, Executive Director, NYC Center For Youth Employment; Brandee McHale, President, Citi Foundation

12:15 p.m. - 2:15 p.m.

Annual Meeting of the Members & Council Awards


Chantilly Ballroom, Lobby Level

Join us for the Council on Foundations' Annual Meeting of the Members and luncheon. President and CEO Vikki Spruill will deliver the annual "State of the Council" address and the Council's Board of Directors will report on the organization's membership and financials. The meeting will also include the election of new board members. The slate for the 2020 class includes some outstanding nominees.

The meeting will conclude with Vikki Spruill and Council Board Chair Sherry Magill recognizing outstanding achievements in philanthropy by awarding the Council's 2017 Distinguished Service Award and the Wilmer Shields Rich Award for Excellence in Communications.

1:30 p.m. - 6:00 p.m.

AT&T Stadium Site Session


This event is at capacity.

Passions run high in sport as in art. Both ignite curiosity and conversation while bringing together people from all walks of life. Unique to AT&T Stadium, art and sport work in concert to enhance every visitor's experience.

The world-class Dallas Cowboys Art Collection was first established in 2009 when the team moved to their new stadium in Arlington, Texas. The collection now consists of 17 site-specific commissions along with 43 additional works that have been acquired during the last 8 years. Spanning all media of contemporary art, the collection also includes artists from around the globe. The collection will continue to evolve as the Dallas Cowboys headquarters moves into its new location at The Star in Frisco, Texas.

Participants will enjoy a VIP tour of the Dallas Cowboys Art Collection at AT&T Stadium followed by a fun group photo on the field at the 50-yard line. Conclude your experience in the Owners Suite with a private reception.

Sponsored by generous support from Gene and Jerry Jones.

2:30 p.m. - 3:45 p.m.

Attracting Diverse Talent


Obelisk A, Mezzanine Level

How are you assessing the diversity of the talent within your organization? Diversity exists among multiple dimensions: race, ethnicity, gender, sexual orientation, etc. These multiple dimensions of diversity contribute to the diversity of thought which has the potential to fuel creativity and innovation. This session will feature a panel of thought leaders who will explore these and other questions. 

Speaker(s): Dionne King, CEO and Strategic Consultant, DMK Consulting LLC; Floyd Mills, Vice President of Diversity, Equity, and Inclusion, Council on Foundations

2:30 p.m. - 3:45 p.m.

Better and Stronger Together: Grantmaker Collaboration to Improve State Policies for Children


Metropolitan, Mezzanine Level

Grantmaker collaboration around public policy and advocacy is changing the way that philanthropy approaches public policy in state capitals across the nation. Policymakers want to hear from philanthropy - particularly from the benefactors and trustees of foundations. This session will explore recent examples in Texas and in states across the country of grantmakers joining together with a unified voice to support strong state policies for children. This interactive session will highlight the importance of forging funder alliances around public policy and advocacy, moving beyond the traditional one-funder, one-program approach to ensure that grantmakers take the long view and have the agility required to respond rapidly to changing state and federal policies over time. Session panelists will describe the "how-to's" of building funder alliances around state policy and advocacy, as well as some examples of successes and lessons learned.

Supported by the Skillman Foundation

Speaker(s): Jennifer Esterline, Executive Director, Texas Education Grantmakers Advocacy Consortium; Charles Glover, Senior Program Officer, The Meadows Foundation; Mary Jalonick, President and CEO, The Dallas Foundation; Lisa Klein, Executive Director, Alliance For Early Success

2:30 p.m. - 3:45 p.m.

Catalytic Capital: Maximizing Your Mission through Impact Investing


Morocco, Mezzanine Level

This session will illuminate ways that foundations of all types and sizes can use impact investing to complement their programmatic work - in particular by using their assets to leverage private capital into projects and organizations that address critical community development needs. Attendees will hear findings from new research on guarantees and perspectives from foundation experts, and will also workshop the topic in small groups broken up by level of experience in impact investing.

Speaker(s): Melanie Audette, Senior Vice President, Mission Investors Exchange; Laurie Craft, Program Director, Grand Rapids Community Foundation (MI); Kim Dempsey, Deputy Director, Social Investment Practice, The Kresge Foundation; Hannah Schiff, Research Manager, Global Impact Investing Network (GIIN)

2:30 p.m. - 3:45 p.m.

Conquering Philanthropic Divide: A New Model for Cross Sector Impact in Rural Regions


Senators Lecture Hall, Lobby Level

Foundations want to balance the need for strong grantee partners with the desire to make a difference in high-need, low-resource communities. As they strive for greater impact, it is imperative that new and creative ways to invest limited resources amid challenges of geography, demography, and capacity are found that also ensure accountability, spread risk, and build relationships. This session will explore how foundations can embrace public and private support to rebuild communities for the next generation.

Supported by the David and Lucile Packard Foundation

Speaker(s): Ray Daffner, Entrepreneurial Development Manager, Appalachian Regional Commission; Stephanie Randolph, Program & Grants Officer, ; Gerry Roll, Executive Director, Foundation For Appalachian Kentucky, Inc.; David Stocks, Arts Program Officer, The Educational Foundation of America

2:30 p.m. - 3:45 p.m.

Distinguished Service Award Salon


Wedgewood, Lobby Level

Following the Meeting of the Members, join 2017 Distinguished Service Award winner Ronald B. Richard, President and Chief Executive Officer of the Cleveland Foundation, for a discussion about the trials, triumphs, and lessons learned during his tenure in the sector. This informal and candid salon offers attendees the opportunity to discuss with and learn from an experienced philanthropic leader and get honest answers to questions about the most important issues of the moment that you may have been reluctant to ask.

Please note that space is limited and seating is first-come; first-serve.

2:30 p.m. - 3:45 p.m.

Funding at the Intersection of Arts Education Advocacy, Policy, and Program Delivery


Sapphire, Lobby Level

Vibrant communities are distinguished by their diverse cultures, thriving arts, and education opportunities. Yet there are huge disparities between those who have access to arts education and those who do not. Policy wins at the federal, state, and local levels have created new opportunities for providing arts education opportunities in public schools. Panelists will discuss various strategic approaches to funding advocacy and policy to ensure equitable delivery of arts education.

Supported by the David and Lucile Packard Foundation

Speaker(s): Arni Fishbaugh, Former Executive Director, ; Wendy Liscow, Education Program Director, Geraldine R. Dodge Foundation; John McGuirk, Program Director, Performing Arts Program, The William and Flora Hewlett Foundation; Narric Rome, Vice President of Government Affairs & Arts Education, Americans for the Arts

2:30 p.m. - 3:45 p.m.

Good Bridges Make Good Neighbors: The Foundations of Transnational Community


Emerald, Lobby Level

Globalization has engendered profound economic and demographic transformations in American communities. It is essential that community foundations take a leading role in facilitating how their cities and states adapt to these changes. Participants will learn how community foundations in the U.S. and Latin America are embracing these interconnections in order to promote civility, engage new stakeholders, and build more vibrant, transnational communities. In particular, participants will learn about the Building Broader Communities in the Americas Initiative being implemented by CFLeads with funding from the Inter-American and Charles Stewart Mott foundations.

Supported by the David and Lucile Packard Foundation

Speaker(s): Michael Layton, Senior Program Specialist, Inter-American Foundation; Eric Pearson, President and CEO, El Paso Community Foundation; David Perez Rulfo, Director General, Corporativa De Fundaciones; Sandra Vargas, Former President and CEO, The Minneapolis Foundation

2:30 p.m. - 3:45 p.m.

How to Simplify Grantmaking with Data Sharing Tools


Manchester, Mezzanine Level

The Simplify Initiative is asking foundation leaders to support their organizations and staff by learning about and supporting adoption of data sharing and process improvement tools which can ease their work. Grants managers and IT staff have shown strong interest in adopting the tools we're promoting, but have told us that gaining executive buy-in is often a challenge, and have asked for our help in reaching out to leadership.

Simplify, an initiative of the Technology Affinity Group, promotes data sharing tools which help grantmakers spend less time on process and more time on purpose. The newly expanded Simplify Initiative promotes the adoption of tools to better share funder data, share nonprofit data, and improve funder processes. The tools are provided by nonprofit organizations like GuideStar, the Foundation Center, TechSoup, Data Arts, Stanford PACS, and others. Our work is to educate and facilitate adoption of these tools to help grantmakers take full advantage of the resources available to them.

This session will describe the tools we promote, how they can benefit your organization, and how you, as leaders, can support their adoption.

Speaker(s): RedPoney Carpenter, Consultant, Philanthropy.io

2:30 p.m. - 3:45 p.m.

Learning from the World to Build a Healthy Future Together


Topaz, Lobby Level

How do foundations help build a healthy future where everyone has the opportunity to live a healthy life? This session will focus on successful approaches both at home and abroad. Presenters will discuss the imperative of globally focused learning, highlight some of what they have learned, and brainstorm how funders can support the spread of this global mindset.

Supported by Kaiser Permanente and the David and Lucile Packard Foundation

Speaker(s): Nassim Assefi, Executive Director, MEDICC; Michael Painter, Senior Prgram Officer for Global Ideas for US Solutions, The Robert Wood Johnson Foundation; Elizabeth Sawin, Our Climate Ourselves Program Co-Director, Sustainability Institute; Shin-Pei Tsay, Executive Director, Gehl Institute

2:30 p.m. - 3:45 p.m.

Looking Ahead: Foundation Investment and Finance Issues Beyond the First 100 Days


Monet, Mezzanine Level

The incoming Trump administration has promised quick action on tax reform and other important regulatory issues that affect how private and public foundations invest to support their missions. William Jarvis, Executive Director of the Commonfund Institute, will lead a conversation featuring a panel of experts from the field to discuss the new administration's actions taken during the first 100 days and their consequences for philanthropic financial and investment strategies. Participants will learn about the major legislative and regulatory actions and proposals that have been announced, their effect on foundations' financial and investment functions, and what steps organizations such as the Council on Foundations and others are taking in light of these events.

Speaker(s): Jonathan Brelsford, Vice President of Finance and Investments, The Pittsburgh Foundation; Tom Hyatt, Partner, Dentons US LLP; William Jarvis, Executive Director, Commonfund; Kenneth Jones, Vice President, Chief Financial Officer, The Annie E. Casey Foundation

2:30 p.m. - 3:45 p.m.

The Importance of Community Foundation National Standards: A Discussion with Leaders in the Accreditation Field


Miro, Mezzanine Level

Community foundations are at the core of place-based philanthropy in the United States and globally. In this session, a panel made up of three leaders of accreditation programs will discuss why national standards matter and how they can be applied to ensure legal and ethical compliance for community foundations, nonprofits, museums, and more.

Speaker(s): Christina Gonzalez, National Standards Manager & Staff Counsel, Council on Foundations; Julie Hart, Senior Director, Standards & Excellence Programs, American Alliance of Museums; Svetlana Hutfles, Executive Director, Kansas Association of Community Foundations; Melissa Sines, Director of Education and Accreditation, Maryland Nonprofits

2:30 p.m. - 3:45 p.m.

Water STEPS: Water Scarcity, Trade, Energy, Politics and Security


Governors Lecture Hall, Lobby Level

The California-based global affairs network of the Pacific Council on International Policy is developing an ambitious program on water scarcity, entitled Water STEPS (Water Scarcity, Trade, Energy, Politics and Security). It aims to apply the U.S. West Coast's water scarcity expertise and experience on a global scale. It will target chief executives and legislators as it raises the profile of West Coast perspectives on water in U.S. foreign policy discussions. This session will examine this model and its potential application in other regions around the world.

Supported by the Pisces Foundation and the David and Lucile Packard Foundation

Speaker(s): Rachel Cardone, Global Water Scarcity Project Fellow, Pacific Council On International Policy; Jennifer Faust, Executive Director, Pacific Council On International Policy; Shaheen Kassim-Lakha, Director of International Programs, Conrad N. Hilton Foundation; Matt Petersen, Chief Sustainability Officer, City of Los Angeles, Office of the Mayor

3:45 p.m. - 4:30 p.m.

Learning Lab: Café Momentum


Tower Mezzanine Foyer, Mezzanine Level

Caf Momentum is a nonprofit restaurant that provides a transformative post-release internship program for young men and women coming out of juvenile facilities. Interns receive intensive culinary, job and life-skill training, as well as continued mentorship and support, enabling them to achieve their full potential. This Learning Lab will offer an interactive glimpse into Caf Momentum's one-year internship training program. Participants will learn the social and life skills interns develop through the program by completing a mastery exam for a position at the restaurant and walking through how each exam question relates to the life skills interns will learn and use in their work and personal lives.

Supported by Cafe Momentum

4:30 p.m. - 6:00 p.m.

Tackling Life's Impossibilities: The Giving Pledge and Ambitious Philanthropy in the 21st c.


Chantilly Ballroom, Lobby Level

Charitable giving by individuals, foundations, and corporations in the U.S. has reached its highest level to date. People across sectors are working hard to make a difference and are contributing to the causes that matter to them. The Giving Pledge has invited the world's wealthiest individuals and families to contribute more than half their wealth to philanthropy or charitable causes, and it has become a significant effort to recognize and encourage charitable giving at an unprecedented global scale. This plenary will analyze the efforts of two of the world's most generous philanthropists and look at their visions for philanthropy. It will also examine the current landscape of charitable giving, with a special focus on the impact of The Giving Pledge.

Speaker(s): Marguerite Griffin, National Director of Philanthropic Services, Northern Trust; Lyda Hill, Chairman, Lyda Hill Foundation; Robert Rosen, Director of Philanthropic Partnerships, Bill & Melinda Gates Foundation; Vikki Spruill, President and CEO, Council on Foundations

6:00 p.m. - 9:00 p.m.

Global Philanthropy Reception and Dinner


At the 2017 Annual Global Philanthropy Dinner, please join foundation colleagues from around the country and the world to discuss current challenges and opportunities for empowering women and girls, in order to achieve Goal 5 of the Sustainable Development Goals. Speakers will share about their experiences as activists and funders in different regions of the world, working to improve opportunity and quality of life for women and girls. Whether working to reduce female genital mutilation in sub-Saharan Africa, increase women's political voice in the Middle East, or encourage philanthropic giving towards gender equality, our speakers will share how they see philanthropy best strengthening ongoing activities to improve gender empowerment, both in the US and around the world.

There is no additional cost to attend this event, but space is limited and advance registration is required. You can add this event to your itinerary while registering for the conference. If you have already registered for the conference and would like to add this event, email you request to registration@cof.org or call 703-879-0600.

Speaker(s): Jaha Dukureh, Founder and Executive Director, Safe Hands For Girls; Swanee Hunt, Chair, Swanee Hunt Alternatives; Kathleen McLaughlin, President, Wal-Mart Foundation; Zainab Salbi, Founder & CEO, Women for Women International

6:00 p.m. - 7:00 p.m.

Out @ #COFAnnual: The LGBTQ and Ally Reception


Obelisk A, Mezzanine Level

Whether you are a grantmaker funding or interested in LGBTQ issues, an LGBTQ grantmaker looking for friends, or just a proud ally to LGBTQ communities, Funders for LGBTQ Issues invites you to join them for complimentary drinks and light fare. Come hear about emerging trends in LGBTQ philanthropy and get an update on the pressing issues affecting LGBTQ communities in a post-marriage equality environment. Get caught up with old friends and make new ones!

Wednesday, April 26

7:00 a.m. - 7:30 a.m.

Wellness Powerwalk


Tower Mezzanine Foyer, Mezzanine Level

Participants are invited to meet at the West Wing Entrance of the hotel and join our personal fitness instructor for an outdoor power walk. Comfortable attire, walking shoes and a light jacket are recommended.

Depart from West Wing Entrance of Anatole

Supported by TriNet

8:30 a.m. - 9:30 a.m.

Breakfast Roundtable: How Do You Incorporate Equity into Your Philanthropy?


Monet, Mezzanine Level

Many foundations have discovered that when they pay disciplined attention to race/ ethnicity/ other demographic characteristics when analyzing issues, seeking solutions, and defining success, they reap enormous benefits. This has led to greatly enhanced grantmaking, insights and perspectives, and even effectiveness. Join this session to share with colleagues what you are doing and what you'd like to learn how to do.

Supported by Kaiser Permanente

8:30 a.m. - 9:30 a.m.

Breakfast Roundtable: Philanthropy Responds to Gun Violence in Chicago


Morocco, Mezzanine Level

The Partnership for Safe and Peaceful Communities is a coalition of philanthropic organizations committed to reducing gun violence in Chicago. By aligning their grantmaking and collaborating with community, public, and private sector leaders and organizations, members of the Partnership are focused on the urgent need to reduce gun violence in the short term, while at the same time continuing to support efforts to address root causes of violence. Join this session to learn about the Partnership's goals and how you might get involved.

Supported by the Joyce Foundation

8:30 a.m. - 9:30 a.m.

Breakfast Roundtable: Steps Towards Sustainable Seafood


Topaz, Lobby Level

By 2050, the global middle class will double, increasing not only demand for food and products, but also potential impacts on the environment and people. Join this discussion about the role of philanthropy in addressing social and environmental issues in the seafood chain. Help map out and generate new ideas for action.

Supported by the Walmart Foundation

8:30 a.m. - 9:30 a.m.

Breakfast Roundtable: The Intersection of Sports and Philanthropy


Emerald, Lobby Level

It was not enough to earn fame and fortune in the world of sports. Charles Johnson and Devean George also dreamed of giving back to their communities. These world-class athletes know the value of teamwork and they have each assembled teams to help them realize their dreams.  Attend this roundtable session to hear firsthand accounts of their journeys into philanthropy. Learn about what inspires them to give as well as the positive impact they are having in communities across the country.

Supported by Head & Heart Philanthropy

8:30 a.m. - 9:30 a.m.

Breakfast Roundtable: Using Collaborative Grantmaking to Reduce Gun Violence in the US


Sapphire, Lobby Level

In the United States, more than 33,000 people are killed by guns in homicides, suicides, and accidental shootings, and another 80,000 are injured by guns every year. Public support for common-sense policies is growing, and many in philanthropy are engaged in research and community-building around a comprehensive, evidence-driven agenda to reduce gun injuries and deaths. Join Nina Vinik, the Joyce Foundation, and Jobi Cates, the Fund for a Safer Future, to learn about the Fund for a Safer Future's pooled funding approach and to discuss emerging research, regional and national trends, and opportunities for impact in the gun violence prevention movement.

Supported by the Joyce Foundation

8:30 a.m. - 9:30 a.m.

Leadership in Action: Thinking Globally and Acting Locally - Philanthropy Leading Together on Complex Issues


Wedgewood, Lobby Level

What is the role of philanthropy in "leaving no one behind" as political, economic, and social changes impact all of us, here in the U.S. and around the world? How is U.S. philanthropy working with other sectors to address root causes of poverty and inequality? In 2015, the U.S. government committed to working towards an ambitious framework of 17 goals, known as the Sustainable Development Goals (SDGs), which aim to end extreme poverty, enhance gender equality, and ensure energy access, healthcare, and quality education for all. Hear leaders who directly helped shape this framework discuss what they have learned engaging across sectors to achieve these important goals and how all foundations help achieve the SDGs, no matter their organizational size, footprint, or focus.

Speaker(s): Kathy Calvin, CEO, United Nations Foundation; Tony Pipa, Former Chief Strategy Officer, USAID, USAID; Shamina Singh, President, Mastercard Center For Inclusive Growth

9:00 a.m. - 9:45 a.m.

Learning Lab: NGOsource - The Power of Partnership


Tower Mezzanine Foyer, Mezzanine Level

NGOsource, a joint project of the Council on Foundations and TechSoup, has revolutionized international philanthropy through an equivalency determination (ED) repository. NGOsource has completed over 2,500 EDs supporting more than $500 million in giving. See why over 180 grantmakers trust NGOsource and what's next for this transformative partnership. For more information, vist www.ngosource.org.

Supported by NGOsource

Speaker(s): Martha Lackritz-Peltier, Senior Tax Advisor, NGOsource/Techsoup Global

9:45 a.m. - 11:00 a.m.

Changing the Culture to Prevent Suicide


Senators Lecture Hall, Lobby Level

In 2012, the National Action Alliance for Suicide Prevention, a bipartisan public-private partnership, set an ambitious goal of reducing suicides by 20 percent by the year 2025. To achieve this, research points to the need to address a variety of cultural factors, including access to mental health screening, reducing access to lethal means, and empowering families to intervene meaningfully in moments of crisis. This panel will discuss how funders might foster a culture that reduces the risks of suicide among veterans and the general population.

Supported by the David and Lucile Packard Foundation

Speaker(s): Catherine Barber, Director, Means Matter, Harvard University School of Public Health; Josh Horwitz, Executive Director, The Educational Fund To Stop Gun Violence; Nina Vinik, Program Director, Gun Violence Prevention, The Joyce Foundation; Terri Wright, Executive Director, The Steve Fund

9:45 a.m. - 11:00 a.m.

Developing Authentic Relationships with Grantees


Miro, Mezzanine Level

Partnering with grantees to shape what grantmakers do and how they do it is the best way to achieve shared goals of building growth and opportunity in communities. Despite knowing this and grantmakers' best intentions to engage grantees in their work, grantees often still feel excluded and unheard. Grantmakers for Effective Organizations will share tools and frameworks to build and prioritize a habit of reflective practice for authentic grantee and stakeholder engagement.

Speaker(s): John Esterle, Executive Director, The Whitman Institute; Dena Jackson, Senior Vice President - Grants and Research, Dallas Women's Foundation; Heather Peeler, Vice President of Member & Partner Engagement, Grantmakers for Effective Organizations

9:45 a.m. - 11:00 a.m.

Legal Aid Relationships Can Enhance Your Grantmaking


Obelisk A, Mezzanine Level

Has your foundation identified housing, workforce development, and family safety as issues to address? In civil legal aid, these same issues might be described as mortgage foreclosure, expungement, and domestic violence. While the terminology sometimes differs, the issues and goals are the same. In this session, foundations and civil legal aid organizations will discuss a unique opportunity for increased community and program impact by working together and will share information about how to fund legal aid.

Speaker(s): Sandra Ambrozy, Senior Program Officer, Human Services, The Kresge Foundation; Amanda Cloud, President and CEO, The Simmons Foundation (TX); Charles Dunlap, Executive Director, Indiana Bar Foundation; Mary McClymont, President, Public Welfare Foundation

9:45 a.m. - 11:00 a.m.

Leveraging Federal Investments to Foster Sustainability in Communities: Lessons Learned and Lessons Earned


Morocco, Mezzanine Level

The partnerships between philanthropy and federal programs have yielded benefits to local communities in the years since the Great Recession. This session will offer funders interested in government partnerships the opportunity to meet federal officials looking to support collaborations with foundations, particularly with those funding areas such as disaster recovery, community development, and clean energy. Panelists will explore lessons learned through HUD's Sustainable Communities Initiative and FEMA's more recent experiences collaborating with foundations to create the new Louisiana Disaster Recovery Alliance for post-flood rebuilding. The session will also examine how aligned investments can deepen and spread the impact of innovation and sustainability across regions by discussing partnerships between foundations and federal clean energy programs.

Speaker(s): Lori Bertman, President and CEO, Irene W. & C.B. Pennington Foundation; Cynthia Campbell, Director, Int'l and Philanthropic Innovation, Office of Policy Development, U.S. Department of Housing and Urban Development; Denise Gilliam, Philanthropic Advisor, Individual Assistance Division, DHS/FEMA; Scot Spencer, Associate Director of Advocacy and Influence, The Annie E. Casey Foundation

9:45 a.m. - 11:00 a.m.

New Data on International Giving: Opportunities for U.S. Philanthropy to Engage Globally


Metropolitan, Mezzanine Level

In 2010 cross-border giving was lower than in 2006, and more U.S. philanthropy supported health programs globally than any other sector, with African programs receiving only 17 percent of total grants. How has international giving by U.S. foundations changed in the last seven years and what will a Trump administration's global priorities mean for U.S. philanthropy working around the world? The Council on Foundations and Foundation Center have analyzed new data on international grantmaking by U.S. philanthropy for the first time since 2012. This session will present this data, discuss key trends from this research, and highlight opportunities and challenges for the field. Speakers will also discuss how the international priorities and approaches of the Trump administration may impact the work of U.S. philanthropy flowing to countries around the world.

Speaker(s): Elizabeth Campbell, Vice President for Programs, Rockefeller Brothers Fund, Inc.; Michael Igoe, Senior Reporter, Devex; Lawrence McGill, Vice President of Knowledge Services, Foundation Center; Nageeb Sumar, Deputy Director, Philanthropic Partnerships, Bill & Melinda Gates Foundation; Aleem Walji, Chief Executive Officer, Aga Khan Foundation U.S.A.

9:45 a.m. - 11:00 a.m.

Oil Spill: An Unprecedented Opportunity for Philanthropy in America's Sea


Governors Lecture Hall, Lobby Level

The Gulf of Mexico's health and vitality affect the economy and the environment of every state in the Union. As a result of the civil and criminal penalties imposed in the wake of the Deepwater Horizon oil spill, several billion dollars will become available for environmental and economic development projects in and around the Gulf in the coming years. Due to the competitive nature of this funding and the schedule for its distribution, there is an urgent need and opportunity for philanthropic engagement. This session will explore the largest potential funding opportunity for the environment in the history of the United States.

Supported by the Pisces Foundation and the David and Lucile Packard Foundation

Speaker(s): Anne Brown, Executive Director, Texas Parks and Wildlife Foundation; Justin Ehrenwerth, President and CEO, The Water Institute of the Gulf; Larry McKinney, Executive Director, Harte Research Institute For Gulf of Mexico Studies; Andrew Sansom, Executive Director, The Meadows Center For Water and the Environment

9:45 a.m. - 11:00 a.m.

Raising Your Voice in the Public Policy Sphere: The Time Is Now


Monet, Mezzanine Level

Is your foundation engaged in policy and advocacy work? Has your foundation considered getting involved, but forgone the opportunity because there were challenges you were unsure how to overcome? This session will explore ways to overcome some of the most common challenges to getting involved in advocacy, and the most effective means of engaging with policy makers. Participants will discuss with other private and community foundation colleagues how to secure support from a foundation board of directors and buy-in from donors, determine advocacy issue areas, and navigate the rules. You will also hear from a Congressional District Director about how to best work with Congressional offices.

Speaker(s): Gina Dalma, Special Advisor to the CEO and Vice President of Government Relations, Silicon Valley Community Foundation; Matt Garcia, Deputy Chief of Staff, Congressman Pete Sessions, United States House of Representatives; Farhan Latif, President, El-Hibri Foundation

9:45 a.m. - 11:00 a.m.

Real Change for Families: Community Foundations Helping to Create Family Economic Security


Emerald, Lobby Level

What happens when eight community foundations, cross-sector partners, and two national content experts on asset development and community wealth building come together for one year to develop strategies to lift up the most vulnerable families in their communities? The CFLeads Family Economic Security Action Alliance is created. Participants will learn about the approaches these community foundations and national partners are employing and the progress they are making on behalf of low-income families.

Supported by the David and Lucile Packard Foundation

Speaker(s): Deborah Ellwood, President and CEO, CFLeads; Patty Grant, Executive Director, Community Foundation of Wabash County; James Head, President and CEO, East Bay Community Foundation; Ted Howard, President and Co-Founder, The Democracy Collaborative; Roy Lopez, Community Development Officer, Federal Reserve Bank of Dallas

9:45 a.m. - 11:00 a.m.

Serving Communities by Sharing What We Know


Topaz, Lobby Level

Through each new grantee partnership or new funding initiative, foundations develop and gain new knowledge about whether, and how, their efforts are working to meet their community's needs. These lessons, which can take the form of an evaluation report, a convening, a case study, or even a simple memo or informal knowledge exchange, are all valuable. Yet, too often, these lessons are not broadly shared as a public good, despite the fact that they can positively influence the way that foundations support stakeholders and strengthen the field. This session will take a closer look at the kinds of knowledge "assets" a foundation might share and at how senior staff can support knowledge sharing practices at every level of the organization. Examples of leadership in other foundations as well as some of the on-the-ground practices that can be adopted will also be explored.

Speaker(s): Janet Camarena, Director, Transparency Initiatives, Foundation Center; Lindsay Louie, Program Officer, Philanthropy Grantmaking, Effective Philanthropy Group, The William and Flora Hewlett Foundation; Molly Matheson Gruen, Community Innovation Director, The Bush Foundation; Marc Moorghen, Communications Director, Conrad N. Hilton Foundation

9:45 a.m. - 11:00 a.m.

Supporting Civic Engagement through Technology and Community-Centered Design


Sapphire, Lobby Level

Providing a space for the public sector and local communities being served to interact is a core objective of civic engagement. With the digitization of society, understanding the concepts of digital civic engagement and community-centered design is essential. This session will focus on building solutions with people, not just for them.

Supported by the David and Lucile Packard Foundation

Speaker(s): Aaron Deacon, Managing Director, Kansas City Digital Drive; Michelle Huttenhoff, Program Associate, Community Foundations, John S. & James L. Knight Foundation; Elizabeth Reynoso, Assistant Director of Public Sector Innovation, Living Cities; Lilly Weinberg, Program Director/Community Foundations, John S. & James L. Knight Foundation; Kyla Williams, Interim Executive Director, Smart Chicago Collaborative; Leon Wilson, Chief of Digital Innovation & Chief Information Officer, The Cleveland Foundation

10:00 a.m. - 4:00 p.m.

Wellness Chair Massage


Rest, Recharge, and Renew! Be sure to stop by and enjoy a "quiet moment". Chair Massages are provided by licensed massage therapists.

Located in Tower Mezz

Supported by TriNet

11:00 a.m. - 1:00 p.m.

Listening and Leading in a Divided America


Chantilly Ballroom, Lobby Level

Two thoughtful and provocative authors will share their unique perspectives on diversity and divide in today's America and discuss what we can do to bring our nation together in this closing plenary. J.D. Vance is the author of the best-selling Hillbilly Elegy: A Memoir of a Family and Culture in Crisis, a thoughtful and personal look at the challenges facing poor, white Americans. Eric Liu is an author and educator whose forthcoming book You're More Powerful Than You Think: A Citizen's Guide to Making Change Happen is a primer on power and change in a turbulent time.

Speaker(s): Eric Liu, Founder and CEO, Citizen University; Sherry Magill, President, Jessie Ball duPont Fund; Javier Soto, President and CEO, The Miami Foundation; Vikki Spruill, President and CEO, Council on Foundations; J.D. Vance, Author, New York Times #1 Bestseller Hillbilly Elegy, ; Sherece West-Scantlebury, President and CEO, Winthrop Rockefeller Foundation

9:00 a.m. - 5:30 p.m.

Center for Community Foundation Excellence Fundamentals Course - Day 1


Morocco, Mezzanine Level

A well-trained staff and an informed board are critical to the success of community foundations in our fast-changing world. This two-day course helps new and experienced foundation stakeholders build the essential skills they need to balance governance and management.

Created and led by experienced leaders, this course includes:

  • Updates on key legal and legislative issues;
  • Information on grantmaking; and
  • Review of community leadership and fiduciary responsibilities.

Developed in conjunction with Indiana University's Center on Philanthropy, these courses help community foundation staff, board members, and volunteers master the unique aspects of the community foundation field. You'll learn about effective practices, get helpful tools and information, and have the opportunity to network with others in the field. Comprehensive and engaging, these courses are an efficient and affordable way to increase your knowledge of the field.

Speaker(s): Peter Dunn, President and CEO, Central New York Community Foundation, Inc.; Heidi Williamson, Vice President for Programs and Initiatives, Berks County Community Foundation

9:00 a.m. - 5:00 p.m.

Center for Community Foundations Excellence Fundamentals Course - Day 2


Morocco, Mezzanine Level

A well-trained staff and an informed board are critical to the success of community foundations in our fast-changing world. This two-day course helps new and experienced foundation stakeholders build the essential skills they need to balance governance and management.

Created and led by experienced leaders, this course includes:

  • Updates on key legal and legislative issues;
  • Information on grantmaking; and
  • Review of community leadership and fiduciary responsibilities.

Developed in conjunction with Indiana University's Center on Philanthropy, these courses help community foundation staff, board members, and volunteers master the unique aspects of the community foundation field. You'll learn about effective practices, get helpful tools and information, and have the opportunity to network with others in the field. Comprehensive and engaging, these courses are an efficient and affordable way to increase your knowledge of the field.

Speaker(s): Peter Dunn, President and CEO, Central New York Community Foundation, Inc.; Heidi Williamson, Vice President for Programs and Initiatives, Berks County Community Foundation

9:00 a.m. - 3:00 p.m.

Collaborate & Innovate: Equalizing the Playing Field of Black Business Ownership in the U.S.


Emerald, Lobby Level

With America growing increasingly more diverse, industry leaders in business and philanthropic communities recognize the need to equalize the playing field for economic opportunity among Black business owners. Despite progress on many fronts, far too many Black entrepreneurs remain invisible because of the systemic exclusion they face when trying to close the gap between failure and success. Many philanthropic and business organizations are grappling with a plethora of ideas and investment strategies to address these economic inequalities. However, there's very little collective learning about what works.

Join a dynamic team of philanthropic executives and successful business leaders as they share best practices, inclusive strategies, and investment opportunities geared to address racial economic inequalities. Be among the first to receive newly released research which reveals that if Black-owned businesses could reach employment parity with all firms, they would create nearly 600,000 new jobs and have a major impact on Black unemployment.

During this interactive, power-packed pre-conference workshop you will:

  • Learn successful strategies used to start and build Black businesses;
  • Identify key partners and intermediaries in the field working to successfully scale Black businesses;
  • Identify partners interested in investing in the growth of Black businesses;
  • Understand the role and impact philanthropy can have in bolstering economic opportunity through Black business development.

Speaker(s): Melanie Audette, Senior Vice President, Mission Investors Exchange; Cliff Barber, CEO and Founder, Chicago Mezzanine Fund; Sylvia Bartley, Program Director, Medtronic Foundation; Susan Batten, President and CEO, ABFE; Tracey Burton, Senior Director, Corporate Social Responsibility, Target Corporation; Barbara Butts Williams, Executive Dean, External Relations & Partnerships and Dean Emeritus, Capella University; Gary Cunningham, President and CEO, Meda; Daphne Davis, Chief Operating Officer, BuzzCream; Michael Davis, CEO and Founder , BuzzCream; Connie Evans, President & CEO, Association for Enterprise Opportunity; Rodney Foxworth, Founder and CEO, Invested Impact; Tammy Halevy, Senior Vice President, New Initiatives, Association for Enterprise Opportunity; Edward Jones, Director of Programs, ABFE; Ravi Norman, CEO, Thor Companies; Connie Smith, SVP, Diverse Community Capital Program Manager, Wells Fargo Foundation; Joyce Suber, Director, Women's Entrepreneurial Initiative, Michigan Women's Foundation; Michelle Thomas, Vice President, Corporate Responsibility, JPMorgan Chase Foundation; Jeanne Wardford, Program Officer, W.K. Kellogg Foundation; Gladys Washington, Deputy Director, Mary Reynolds Babcock Foundation

9:00 a.m. - 1:00 p.m.

Refining the Business Case for Diversity, Equity & Inclusion within the Philanthropic Sector


Topaz, Lobby Level

Much has been said about diversity, equity, and inclusion (DEI) within the philanthropic sector. Diverse talent pools, equitable grantmaking processes, and inclusive workplaces are all things for which organizations are striving. What benefit, if any, does a diverse talent pool bring to an organization? Does a lack of diversity within an organization's talent pool translate to a less effective organization? This preconference session will examine and refine the business case for diversity, equity, and inclusion within the philanthropic sector and compare and contrast it to business case for DEI within private sectors. In addition, representatives from the philanthropic and private sectors will help address the following questions:

  • How have their organizations "operationalized" the principles of DEI within their organizations?
  • What have their organizations done to attract and retain diverse talent pools?
  • What have they done to create workplaces that are inclusive of the increasingly diverse talent pool?
  • How has the diversity of the talent pool influenced the methods by which they serve their stakeholders?

The session will also focus on models for engaging diverse talent pools, and a panel of representatives from peer organizations will share the tactical approaches they have taken to embed diversity, equity, and inclusion within their organizations.

Speaker(s): Carmen Jones, President and CEO, Solutions Marketing Group; Dionne King, CEO and Strategic Consultant, DMK Consulting LLC; Jestine May, Human Resources Specialist, The Annie E. Casey Foundation; Floyd Mills, Vice President of Diversity, Equity, and Inclusion, Council on Foundations

9:30 a.m. - 5:00 p.m.

Finding New Narratives for Rural America: A Concert of Ideas


Metropolitan, Mezzanine Level

This one-day workshop will explore the rich opportunities and promise present in rural America. Throughout the day, ideas large and small will be examined as drivers of rural change, urban-rural interdependence, rural vitality and economic growth, and climate action for communities.

The experience will be rounded out with a rich discussion led by Benjamin Winchester, Research Fellow Extension Center for Community Vitality, University of Minnesota, about the "brain gain" and how communities and philanthropy can leverage the talent coming to rural America, and a series of Big Idea Shorts led by guest speakers from other fields.

Speaker(s): John Cimino, President and Founder, Creative Leaps International; Mike Green, Co-founder, Executive Director, Scaleup Partners; Johnathan Holifield, Co-founder, Scaleup Partners; Michael Likosky, Principal and Head of Infrastructure, 32 Advisors; Ed Long, Principal, Cross Sector Innovations; John McElligott, CEO, York Exponential; Benjamin Winchester, Research Fellow, University of Minnesota

10:00 a.m. - 6:00 p.m.

The Future of Immigration and the Role of Philanthropy


Senators Lecture Hall, Lobby Level

Against the backdrop of the Trump administration's push to reform key policies, immigration has emerged as a critical issue prompting national-level discussion and debate. The immigration preconference event will examine and explore immigration from a multitude of perspectives.

This experience will begin with a panel discussion on the current "State of Affairs" of immigration in the United States including discussions on refugees and securing the southern border. An "Academic Look into Immigration," will feature in-depth information on emerging trends, key analysis, and the economic implications of immigration.

The day will progress into a discussion with Sister Norma Pimentel, recognized by Pope Francis for her efforts in helping Central American children as they crossed the Rio Grande in search of a better life and future. Sister Norma will offer a first-hand account of her experiences and will provide a human perspective to the debate.

In the afternoone, participants will travel to Catholic Charities Fort Worth enabling donors to witness the positive impact their generous contributions have made. An overview will be given by Catholic Charities President, Heather Reynolds, followed by a tour around campus visiting Immigration Services, Refugee Services, the Children's Assessment Center, and the Hope Center.

Speaker(s): Laura Collins, Deputy Director of Economic Growth, George W. Bush Institute; Felicia Escobar Carrillo, Former Special Assistant to the President for Immigration Policy, White House Domestic Policy Council; Jeff Passel, Senior Demographer, Pew Research Center; Norma Pimentel, Executive Director, Catholic Charities of the Rio Grande Valley; Heather Reynolds, President and CEO, Catholic Charities of Fort Worth; Aryah Somers Landsberger, Director of Programs, Grantmakers Concerned with Immigrants and Refugees

11:00 a.m. - 4:00 p.m.

Grantmaking into Latin America: Regulatory Challenges, Strategic Partnerships, and Emerging Opportunities


Wedgewood, Lobby Level

Speakers will discuss a variety of opportunities and challenges for grantmaking into the region, including evolving regulatory and policy issues in cross-border philanthropy and examples of effective cross-sector and cross-border partnerships, and hear from foundations working on emerging areas of interest. Speakers from the U.S. and across the region will also highlight recent resources, research, and data on philanthropy's work within and into Latin America.

Speaker(s): Benjamin Bellegy, Executive Director, WINGS - Worldwide Initiatives For Grantmaker Support; Marina Campos, Program Officer, Andes-Amazon, The Gordon E. & Betty I. Moore Foundation; Stephen Cox, Managing Director for Networks and Strategic Initiatives, Inter-American Foundation; Elizabeth Davidsen, Chief Knowledge Economy, Multilateral Investment Fund, Inter-American Development Bank; Michele Frix, Chief of Staff, The Seattle Foundation; Melissa Golladay, Interim President & CEO, Partners of the Americas Foundation; Anne McEnany, President and CEO, International Community Foundation; Lawrence McGill, Vice President of Knowledge Services, Foundation Center; Carmen Morcos, Senior Program Officer for Latin America, EMpower-The Emerging Markets Foundation; Jocelyn Nieva, Senior Legal Advisor - Latin America and the Caribbean, International Center for Not-for-Profit Law; Valerie Nucete, Development and Communications Manager, AVINA Foundation; Fernando Pastor, Head of United States Office, La Caixa Banking Foundation; Gail Reed, Co-Founder and Country Representative, Cuba, MEDICC; Lourdes Sanz, Director of Philanthropy and Services, CEMEFI (Mexican Center For Philanthropy); Maria Carolina Suarez Visbal, President, Asociación De Fundaciones Empresariales; J.C. Thomas, Director of External Affairs, Sempra Energy & Sempra Energy Foundation; Jorge Villalobos, President, CEMEFI (Mexican Center For Philanthropy)

12:00 p.m. - 5:30 p.m.

Philanthropy's Role in Strengthening America's Democracy


Sapphire, Lobby Level

Join a timely, topical, and interactive afternoon that will provide both a forum for a conversation about the state of democratic practice in America and a review of the many ways in which philanthropy is working to restore, revive, and renew our democracy. This preconference session will begin with a review of the first 100 days of the Trump administration and offer an update on the policy changes and political intrigues of our time. Then, in conjunction with the PACE-Philanthropy for Active Civic Engagement, session leaders will highlight the many ways that organized philanthropy is working in this space, including the fields of political reform, political and civic engagement, civic education, and service. The afternoon will close with a facilitated conversation about the divides that currently exist in our nation and what organized philanthropy can do to address them.

Speaker(s): Kelly Born, Program Officer, Madison Initiative, The William and Flora Hewlett Foundation; Kristen Cambell, Executive Director, Philanthropy For Active Civic Engagement (PACE); Matthew Dowd, Entrepreneur, Chief Political Analyst, ABC News; Mauricio Garcia, Deputy Director, Cities of Service; Keesha Gaskins-Nathan, Program Director, Democratic Practice - United States, Rockefeller Brothers Fund, Inc.; Christopher Gates, Senior Advisor, ; Shawn Healy, Program Director for Democracy, McCormick Foundation; Sheron Patterson, Communications Officer, The United Methodist Church of North Texas; Arch Puddington, Distinguished Fellow for Democracy Studies, Freedom House; Amanda Schnetzer, Director of Global Initiatives, George W. Bush Institute; Elizabeth Souder, Viewpoints and Points Editor, The Dallas Morning News; Paul Waters, Senior Program Associate, Public Square, Democracy Fund; Pete Wehner, Fellow, George W. Bush Institute

4:00 p.m. - 6:00 p.m.

ABFE Presidents & CEOs Reception


Obelisk B , Mezzanine Level

The Association of Black Foundation Executives (ABFE) will host a unique networking opportunity for Foundation presidents interested in ABFE's programming. During the reception, ABFE will share the organization's current work and explore interest among the attendees with regard to future partnering opportunities.

Light refreshments will be served.

5:30 p.m. - 6:30 p.m.

New Attendee Welcome Reception


Wedgewood, Lobby Level

We are thrilled you decided to join us at the Council's 2017 Annual Conference! Find out how to get the most out of your Annual Conference experience and learn about Council resources through this session designed for first-time attendees.

Seasoned conference goers are also encouraged to attend to help guide first time attendees on how to maximize their experience.

Light refreshments will be served.

6:30 p.m. - 8:00 p.m.

Celebrating Reasons for Hope Networking Reception


Chantilly Ballroom, Lobby Level

In August 2016, more than three dozen foundations kicked off a nationwide campaign, #ReasonsForHope, to encourage people across the country to find a new path toward our ideals of dignity, equality, and justice. This ongoing campaign has given voice to thousands of stories of optimism on social media. These are the stories of inspiration that animate philanthropy and contribute to a better, stronger society. To celebrate these messages of hope and to help spread them to a larger audience, the Council is thrilled to open the 2017 Annual Conference with a musical performance by distinguished Broadway musical director and philanthropist Mary-Mitchell Campbell, Founder and Executive Director of Artists Striving to End Poverty (ASTEP). Mary-Mitchell will debut her original song "Reasons for Hope" during the reception.

Sponsored by generous support from Ford Foundation.

Speaker(s): Tonya Allen, President and CEO, The Skillman Foundation; Mary-Mitchell Campbell, Founder and Executive Director, Artists Striving To End Poverty (ASTEP); Robert Lynch, President and CEO, Americans for the Arts; Vikki Spruill, President and CEO, Council on Foundations

7:00 a.m. - 7:30 a.m.

Wellness Powerwalk


Participants are invited to meet at the West Wing Entrance of the hotel and join our personal fitness instructor for an outdoor power walk. Comfortable attire, walking shoes and a light jacket are recommended.

Depart from West Wing Entrance of Anatole

Supported by TriNet

7:45 a.m. - 10:15 a.m.

Opening Plenary: Philanthropy's Role in Vibrant Communities


Chantilly Ballroom, Lobby Level

George W. Bush, 43rd President of the United States and Founder of the George W. Bush Institute, will join us at this year's Council on Foundations Annual Conference with a special introduction from Ken Hersh, President & CEO of the George W. Bush Presidential Center.

President Bush will discuss his recent bestselling book, Portraits of Courage: A Commander in Chief's Tribute to America's Warriors, as it relates to the current work of the George W. Bush Institute and its Military Service Initiative, which ensures post-9/11 veterans and their families make successful transitions to civilian life with a focus on gaining meaningful employment and overcoming the invisible wounds of war. He will also highlight the work of their Pink Ribbon Red Ribbon initiative, a program that leads coordinated action to save women's lives from cancer, and discuss the critical role that philanthropy plays in building thriving communities.

Following the opening discussion, Council President and CEO Vikki Spruill will offer her perspective on the critical role that philanthropy plays in building thriving communities and the need for continued best practice in our sector. She will discuss how these two themes undergird this year's conference and how programming devoted to emerging and best practices in domestic and global philanthropy as well as employment, physical and mental health, economic opportunity, race, class, gender, and more can impact our broader community. She will share her vision of Leading Together, where by coming together as a field, philanthropy can find solutions that bridge our nation's divisions and strengthen our communities.

The conclusion of the Opening Plenary will explore the important role fostering hope and optimism plays in creating positive change and growing vibrant communities. Acclaimed writer, producer, director, and filmmaker, Ava DuVernay has quickly built a reputation as one of the country's most profound storytellers. In her most recent documentary, 13th, DuVernay gives an in-depth examination of racism and mass incarceration in America. By tracing the history of these prejudices and tying them to systemic social problems, DuVernay seeks to change the image of people of color in general, and black people more specifically, through truthful and cinematic storytelling. DuVernay sees a way for the philanthropic community to be beacons of hope for not only the nonprofit sector but for society in general. Join us for a riveting dialogue between Ava DuVernay and Darren Walker, President and CEO of the Ford Foundation, on the power of truthful storytelling and its influence on social change and philanthropy.

Speaker(s): George Bush, 43rd President of the United States and Founder of the George W. Bush Institute, ; Ava DuVernay, Writer, Producer, Director and Distributor of Independent Film, ; Ken Hersh, President and CEO, George W. Bush Presidential Center; Mary Jalonick, President and CEO, The Dallas Foundation; Sherry Magill, President, Jessie Ball duPont Fund; Linda Perryman Evans, President and CEO, The Meadows Foundation; Javier Soto, President and CEO, The Miami Foundation; Vikki Spruill, President and CEO, Council on Foundations; Darren Walker, President, Ford Foundation

10:00 a.m. - 4:00 p.m.

Wellness Chair Massage


Rest, Recharge, and Renew! Be sure to stop by and enjoy a "quiet moment". Chair Massages are provided by licensed massage therapists.

Located in Tower Mezzanine

Supported by TriNet

10:30 a.m. - 12:00 p.m.

100&Change: The Surprising Challenges of a $100 Million Grant Competition


Miro, Mezzanine Level

In an unprecedented public competition called 100&Change, the MacArthur Foundation is awarding a single $100 million grant to fund a proposal that promises real and measurable progress in solving a critical problem of our time. Join this session to hear how the MacArthur Foundation has grappled with key challenges, including how to balance risk and evidence, evaluate diverse proposals, ensure community engagement, and select the ultimate winner from among many potentially impactful ideas.

Speaker(s): Cecilia Conrad, Managing Director, John D. & Catherine T. MacArthur Foundation

10:30 a.m. - 12:00 p.m.

Americans Speak Out About the Arts


Morocco, Mezzanine Level

The results of a new national survey of 3,020 American adults, conducted by Ipsos Public Media, shows foundations how their programs align with changing audience demand. The public increasingly experiences art digitally, creates and shares art using social media, supports arts education, and believes the arts "unify our communities, regardless of age, race, and ethnicity." The personal and community well-being benefits of the arts are shared across all socio-economic strata. This lively session will explore survey findings, and foundation colleagues will share how they are supporting these advancements in the arts.

Speaker(s): Randy Cohen, Vice President of Research & Policy, Americans for the Arts; Allyson Esposito, Director, Arts and Culture Program, The Boston Foundation

10:30 a.m. - 12:00 p.m.

Developments in Healthcare Coverage and Implications for Funders


Topaz, Lobby Level

During a time of uncertainty about significant changes in federal and state health policies and budgets, thoughtful and informed peers will share what they know, what they don't know, and what can be done to promote community health and wellness, especially among low-income and vulnerable communities.  This session will brief participants on the most up-to-date information available about developments in the federal government's approach to health coverage, including the perspective of a funder that also provides care in low-income communities.


NOTE: Participants are encouraged to join us for Leading Through Times of Change on Monday afternoon from 2:00-3:15 PM.

Supported by Kaiser Permenente and the David and Lucile Packard Foundation

Speaker(s): Susan Fleischman, Vice President of Medicaid, Kaiser Permanente; Murray Ross, Vice President, Kaiser Foundation Health Plan, Inc.

10:30 a.m. - 12:00 p.m.

Economic Development for Whom?


Senators Lecture Hall, Lobby Level

What is philanthropy's role in making systems work and testing innovative strategies to take them to scale? To answer this question, this session will focus on efforts to address homelessness. Foundations have been working to end homelessness for years. Participants will learn how national and local funders decided to focus on employment and economic security in their efforts to end homelessness and how two states, led by local foundations, implemented an initiative to connect families with children to employment in addition to housing.

Supported by the David and Lucile Packard Foundation

Speaker(s): Rebecca Allen, Program Officer, Melville Charitable Trust; Susanne Beaton, Director of Special Initiatives, The Paul and Phyllis Fireman Charitable Foundation; Kollin Min, Senior Program Officer, Pacific Northwest, Bill & Melinda Gates Foundation

10:30 a.m. - 12:00 p.m.

Engaging Foundations to Improve Behavioral Health Policy


Monet, Mezzanine Level

While reforms related to mental health parity and behavioral health integration have set the stage for improvement, the pernicious legacy of disparate funding and stigma continue to stymie progress. Two out of three Americans with mental health needs opt not to seek care. This session will highlight partnerships between foundations and policy makers in three states - Colorado, Massachusetts, and Texas - and will feature the perspectives of funders, legislators, advocates, and non-partisan policy institutes.

Supported by Kaiser Permanente and the David and Lucile Packard Foundation

Speaker(s): Nelson Jarrin, Director of Government Affairs, Meadows Mental Health Policy Institute; Andy Keller, President and CEO, Meadows Mental Health Policy Institute; Danna Mauch, President and CEO, Massachusetts Association For Mental Health; Linda Reiner, Vice President, Caring for Colorado Foundation

10:30 a.m. - 12:00 p.m.

FreshLo - Blending Food, Culture, and Creative Placemaking to Invigorate Communities


Governors Lecture Hall, Lobby Level

This session will share insights from The Kresge Foundation's FreshLo initiative, an unprecedented approach to strengthening economic vitality, cultural expression, creative placemaking, and health in low-income communities. Speakers will share how grantees have developed a community of practice, lessons from the collaborative design process, and examples of how this initiative is redefining approaches to food-oriented development with an equity lens.

Supported by the Pisces Foundation and the David and Lucile Packard Foundation

Speaker(s): Lorena Andrade, Director, La Mujer Obrera; Stacey Barbas, Senior Program Officer, Health, The Kresge Foundation; Anzia Bennett, Community Table Coordinator, Partnership For Community Action; Maria Jackson, Senior Advisor, Arts & Culture, The Kresge Foundation; Malini Ram-Moraghan, Principal, DAISA Enterprises, LLC

10:30 a.m. - 12:00 p.m.

How Safe Is My Gift? How Safe Should it Be? Charitable Gift Assets in Bankruptcies, Clawbacks and Litigation Claims


Monte Carlo, Mezzanine Level

Recent high-profile bankruptcies, financial failures, and litigation claims against nonprofits have caused donors, board members, and organizational leaders to ask critical questions about protecting charitable gift and grant assets from the claims of creditors. Nonprofits have a legal duty to use their charitable gift and grants assets for the purposes for which they were intended. But they also have a legal duty to fulfill their obligations to creditors or those harmed by their conduct. This session will provide the legal landscape for understanding these duties and what they mean for nonprofits, donors, and grantmakers. There will also be a discussion of best practices, considering nonprofits' role both as stewards of charitable assets and as leading institutions in the community.

Speaker(s): Sarah Duniway, Principal, Gray Plant Mooty; Suzanne Friday, Senior Counsel and Vice President of Legal Affairs, Council on Foundations

10:30 a.m. - 12:00 p.m.

Investing in the Arts: Three Models for Creating Community in Mexico


Sapphire, Lobby Level

Art institutions face unique challenges to their autonomy which has led to unexpected methodologies for not only securing funding, but also to how they project themselves, increase access to art, and give voice to particular communities. Micheel Govan, Executive Director of the Los Angeles County Museum of Art (LACMA) will lead this discussion about how curious grantmakers can help galvanize people around their communities through three examples in Mexico: the public institution Museo Tamayo, nonprofit inSite/Casa Gallina, and independent graffiti activist Alfredo LIBRE Gutierrez. These models are certain to inspire you and are replicable across communities anywhere in the world.

Supported by the David and Lucile Packard Foundation

Speaker(s): Juan Gaitan, Executive Director, Museo Tamayo; Michael Govan, Executive Director, Los Angeles County Museum of Art; Alfredo Gutierrez, Visual Artist, ; Michael Krichman, Director, inSite 05

10:30 a.m. - 12:00 p.m.

Six Ideas to Strengthen Community


Emerald, Lobby Level

This fast-paced session will kick off the conference's discussions about strengthening community. Six leaders with a variety of perspectives will share some of the most exciting and provocative ideas in place-based giving.

  1. The Southern Flavor of Equity - Gerry F. Roll
  2. Developing a Blueprint for Inclusive Philanthropy - Martin Acevedo
  3. From "What Works" to "What Keeps Working" - Brad Rourke
  4. Lessons from the Dakota Pipeline - Edgar Villanueva
  5. Reconciliation and Resettlement with Canadian Communities - Lisa Kolody
  6. Are We at the Place of Most Pain? Faith and Philanthropy, An Essential Partnership - John Calhoun

Supported by the David and Lucile Packard Foundation

Speaker(s): Martin Acevedo, Director of Inclusive Philanthropy, San Antonio Area Foundation; John Calhoun, President & CEO, Hope Matters; Lisa Kolody, Executive Director, The Windsor Essex Community Foundation; Gerry Roll, Executive Director, Foundation For Appalachian Kentucky, Inc.; Brad Rourke, Program Officer, Kettering Foundation; Edgar Villanueva, Vice President of Programs & Advocacy, The Schott Foundation for Public Education

10:30 a.m. - 12:00 p.m.

Tax Reform in the 115th Congress


Wedgewood, Lobby Level

A moderated panel of experts will discuss the ins and outs of the first comprehensive overhaul of the tax code in three decades. This session offers a deep dive into the state of tax reform, examining the nuances of the politics and policies currently being navigated in the 115th Congress. Come for wonky policy, stay for the wonky politics.

Supported by Northern Trust

Speaker(s): Ken Kies, Managing Director, Federal Policy Group, The Federal Policy Group; Ruth Madrigal, Partner, Steptoe & Johnson LLP; Mason Rummel, President & CEO, James Graham Brown Foundation, Inc.

10:30 a.m. - 12:00 p.m.

The Global Framework for Mission Related Investment in Energy


Metropolitan, Mezzanine Level

Currently more than one billion people lack access to safe, clean, and affordable energy. Goal 7 of the Sustainable Development Goals (SDGs) has as one of its targets universal access to energy by 2030, the success of which also contributes significantly to goals such as alleviating poverty and achieving higher levels of health and education. This session will explore how to align the investments of philanthropy, faith groups, development institutions, and other impact investors towards a common effort to achieve SDG 7 over the next 15 years. It will also examine how coordinated investments and capacity building efforts can support the development of decentralized energy generation systems with the potential to make universal access a reality.

Speaker(s): Daryn Dodson, Private Equity and Venture Capital Consultant to Board of Directors, Calvert Foundation; Ellen Dorsey, Executive Director, Wallace Global Fund II; Fletcher Harper, Executive Director, Green Faith; Aniket Shah, Program Leader, Financing for Sustainable Development Initiative,

12:15 p.m. - 5:00 p.m.

Bachman Lake Site Session


The Bachman Lake Together Family Center helps parents support their children's development in the high-poverty Bachman Lake neighborhood in Dallas. They provide services such as financial education and coaching, health services, leadership development, education, and more. Bachman Lake Together was launched by the Zero to Five Funders Collaborative, which works to ensure children in low-income neighborhoods are physically, emotionally, socially, and intellectually ready for school by age five.

This special site session includes a tour the facilities and the opportunity to speak with staff, partners, and program participants to better understand Bachman Lake Together's two-generation approach to helping prepare children for success in school.

There is no additional cost to attend this site session, but space is limited and advance registration is required. You can add this site session to your itinerary while registering for the conference. If you have already registered for the conference and would like to add this session, email you request to registration@cof.org or call 703-879-0600.

Sponsored by generous support from the 2017 Annual Conference Host Committee.

12:15 p.m. - 1:45 p.m.

Board, Career Pathways Alumni, & Working Group Thank You Lunch


Obelisk A, Mezzanine Level

As a thank you for the continuous support the Council on Foundations' Board of Directors provides, the past efforts of Board alums, and the programmatic contributions made by this year's Working Group, this lunch will be an opportunity to relax and network with other critical contributors to the Council on Foundations' success.

This event is by invitation only.

12:15 p.m. - 5:00 p.m.

City Square - Cottages at Hickory Crossing Site Session


CitySquare is a broad community development organization offering a comprehensive array of social services that address four key areas related to poverty: hunger, health, housing, and hope. In fall 2016, CitySquare in collaboration with Central Dallas Community Development Corporation opened the Cottages at Hickory Crossing, a development of 50 "tiny homes" to provide stable housing for homeless individuals. The development provides residents on-site access to healthcare, food, and social services while providing cost savings to the City of Dallas.

The Cottages were designed and funded through a public-private partnership between Dallas County Criminal Justice Department, UT Southwestern, Metrocare Services, Central Dallas Community Development Corporation, W.W. Caruth, Jr Foundation, and several community donors and churches, including Highland Park United Methodist Church and Preston Hollow Presbyterian Church Foundation. During this site visit, participants will tour the cottages, enjoy lunch prepared by students in its hospitality program, and learn more about this unique public-philanthropic partnership from CitySquare's CEO Larry James.

There is no additional cost to attend this site session, but space is limited and advance registration is required. You can add this site session to your itinerary while registering for the conference. If you have already registered for the conference and would like to add this session, email you request to registrationcof.org or call 703-879-0600.

Sponsored by generous support from the 2017 Annual Conference Host Committee.

12:15 p.m. - 1:15 p.m.

Grantmaking Into China: A Closed-Door Dialogue on Strategies under New Foreign NGO Law


Manchester, Mezzanine Level

On January 1, 2017, a new law in China changed how foundations grantmaking in China are registered and operating locally.

Join other funders in China for a closed-door conversation about how foundations are working within this new law. A number of foundations with long histories of work in China will share their experiences to date, and we'll have space for an open, lunch-time conversation for suggestions on operating in the new environment in China. Please contact Natalie Ross if you're interested in joining this conversation.

12:15 p.m. - 1:00 p.m.

Learning Lab: Mindful Messaging: Getting Inside the Brain of Your Audience


Tower Mezzanine Foyer, Mezzanine Level

Every day brings new insights from behavioral economics, psychology, and the social sciences that help us better understand how people think and why they do what they do. Mindful Messaging offers guidance for applying these insights to social change efforts. This breakout session will walk through how to think about audiences not just demographically (who they are) but also psychographically (why they think and do what they do) and how to put this knowledge to work to strengthen messaging efforts. Participants will learn what they need to take into account when developing messaging, ways to anticipate how their audiences will react, and how to better connect with and not alienate their audiences.

Supported by Spitfire Strategies

Speaker(s): Dennis Poplin, Senior Vice President, Spitfire Strategies

12:15 p.m. - 2:00 p.m.

Lunch


Chantilly Ballroom, Lobby Level

Lunch will be served.

1:15 p.m. - 2:00 p.m.

Learning Lab: ESG Framework Investment Approach


Tower Mezzanine Foyer, Mezzanine Level

This learning lab will arm participants with a useful environmental, social, and governance (ESG) framework to help them customize ESG to their unique beliefs and investment portfolios. Portfolio resilience is increased by managing the financial risks arising from governance failures, changes in policy and regulation, and environmental and social trends. Building ESG principles into an investment approach adds support to investment objectives in an ever-changing world and positions investors to take advantage of a shift towards more sustainable economic growth.

Supported by Mercer

Speaker(s): Wendy Hershey, Partner, Mercer; Russ LaMore, Partner, Mercer

2:00 p.m. - 3:15 p.m.

2020 Census: What's At Stake for Philanthropy


Miro, Mezzanine Level

Three years from now, the 2020 Census will be in full swing. Final decisions on census design and operations are being made this year, and the Census Bureau will then begin deploying the IT, field, and communications infrastructure to support the constitutionally required population count. However, some grantmakers feel that lack of sufficient funding, a growing climate of fear in immigrant communities, and threats to federal data collection could undermine the next census, especially in historically undercounted communities. There is a lot at stake for philanthropy, which relies on census data to evaluate need and target grant making. In this session, a panel will discuss census policy, operational challenges, and how foundations can help ensure a fair and accurate enumeration.

Supported by the David and Lucile Packard Foundation

Speaker(s): Terri Ann Lowenthal, Former Senior Advisor, Funders Census Initiative 2020; Arturo Vargas, Executive Director, NALEO Educational Fund; Ted Wang, Director, United States Program, Unbound Philanthropy; Thomasina Williams, Vice President & Family Dynamics Consultant, Wells Fargo

2:00 p.m. - 3:15 p.m.

Adaptive Community Leadership


Metropolitan, Mezzanine Level

Community philanthropy plays a critical role as a catalyst, convener, and capacity builder. This session will explore what it takes to create resources for an organization, community, and society to thrive and will provide tools and frameworks for how community philanthropy can exercise adaptive leadership. It will provide participants practical tools for mobilizing people, clarifying what matters most, and creating impact. This session is for those aspiring to exercise leadership in pursuit of the opportunities and challenges at hand and seeking strategies to adapt themselves, their organizations, and their communities for the difficult work of social change.

Speaker(s): Andy Fraizer, Executive Director, Indiana Association For Community Economic Development

2:00 p.m. - 3:15 p.m.

Amplifying the Foundation's Mission Through Impact Investing: the President's Perspective


Wedgewood, Lobby Level

This session will show participants how to make the case for their foundations to adopt investment practices such as impact investing, program-related investments, and more. Ruth Madrigal, author of the IRS notice on Mission Related Investing, will share the Treasury's perspective on these practices and then presidents of leading practitioner foundations will share their paths to impact investing. They will answer questions such as: How did they make the case to their trustees, investment committees, CIOs, wealth advisors, and program officers? Did they build the practice in-house or do they work with external consultants? How is their impact investing practice going so far?

Speaker(s): Ruth Madrigal, Partner, Steptoe & Johnson LLP; Fran Seegull, Executive Director, U.S. Impact Investing Alliance; Doug Stamm, Chief Executive Officer, Meyer Memorial Trust; Julia Stasch, President, John D. & Catherine T. MacArthur Foundation ; Kate Wolford, President, The McKnight Foundation

2:00 p.m. - 3:15 p.m.

Building Audiences for the Arts


Sapphire, Lobby Level

Despite a national decline in arts participation, some leaders in the field have successfully strengthened cultural life in their cities and regions. Culture is personal, and successful arts programs cultivate rewarding, individual encounters with the arts. Grantmakers want to ensure that a broad swath of the public has access to those experiences. This session will focus on efforts to strengthen cultural life through expanded arts participation.

Supported by the David and Lucile Packard Foundation

Speaker(s): David Devan, General Director, Opera Philadelphia; Lee Foster, Managing Director, Theatrical Outfit; Lucas Held, Director of Communications, The Wallace Foundation; Victoria Rogers, Vice President, Arts, John S. & James L. Knight Foundation; Christopher Taylor, President, The Clay Studio; Terri Theisen, , The Arthur M. Blank Family Foundation

2:00 p.m. - 3:15 p.m.

Building Healthy Communities through Housing Stability


Monte Carlo, Mezzanine Level

Research has shown that housing stability plays an essential role in health and mental health outcomes. In this session, health and housing/homelessness foundations will share their successes in leveraging public dollars and working together to provide housing to build healthier communities.

Supported by Kaiser Permanente and the David and Lucile Packard Foundation

Speaker(s): Amanda Andere, CEO, Funders Together to End Homelessness; Bill Major, Executive Director, Zarrow Families Foundation; Bill Pitkin, Director of Domestic Programs, Conrad N. Hilton Foundation; Nancy Sasaki, Executive Director, Alliance Healthcare Foundation

2:00 p.m. - 3:15 p.m.

From Ivory Tower to Neighborhood: the Academy and Community Development


Senators Lecture Hall, Lobby Level

Three research universities - public and private - will share how they are leading affordable housing efforts in rural and urban communities. Auburn University's School of Architecture will demonstrate its work designing and building affordable housing in Alabama's Black Belt. University of Miami's Office of Civic and Community Engagement will demonstrate its success creating a community engagement strategy for affordable housing in low-income areas in Miami, and University of Florida's Shimberg Center for Housing Studies will demonstrate how its county-wide housing stock studies can influence local government policy makers' use of public tax-payer development dollars. Participants will learn how modest foundation grants can engage research universities in solving local housing affordability and economic development challenges in local places.

Supported by the David and Lucile Packard Foundation

Speaker(s): Robin Bachin, Associate Professor & Assistant Provost for Civic and Community Engagement, University of Miami; Sherry Magill, President, Jessie Ball duPont Fund; Calvin Parker, Regional Vice President, Local Initiatives Support Corporation (LISC); Anne Ray, Florida Housing Data Clearinghouse Manager, University of Florida; Rusty Smith, Associate Professor of Architecture and Associate Director of the Rural Studio, Auburn University

2:00 p.m. - 3:15 p.m.

Funding Food, Water, and Women Across Silos and Across Movements


Monet, Mezzanine Level

Globally, women experience some of the most acute effects of environmental degradation, climate change, and food and water insecurity. Presenting an innovative case study of funding grassroots women's and environmental movements, this session calls upon funders to shed thematically siloed grantmaking. The session will introduce the Global Alliance for Green and Gender Action, a grantmaking partnership that helps women in the Global South claim their rights to water, food security, and a healthier environment.

Supported by the Pisces Foundation and the David and Lucile Packard Foundation

Speaker(s): Cindy Coltman, Partnership Development, Both ENDS; Ellen Dorsey, Executive Director, Wallace Global Fund II; Ursula Miniszewski, Philanthropic Partnerships Manager, ; Hilda Vega, Grassroots Climate Solutions Fund Coordinator, International Development Exchange

2:00 p.m. - 3:15 p.m.

How to Collaborate for Lasting Impact


Morocco, Mezzanine Level

Tynesia Boyea-Robinson, President and CEO of Reliance Methods, will share stories and case studies focused on innovative and collaborative approaches to large-scale social change. The session will highlight leaders from across the country who have successfully created sustainable, long-lasting solutions to address key root causes of inequities in their communities. Participants will leave with resources and tools to help them make positive and meaningful societal changes in their communities.

Speaker(s): Tynesia Boyea-Robinson, President and CEO, Reliance Methods

2:00 p.m. - 3:15 p.m.

Leading Through Times of Change


Topaz, Lobby Level

Private sector funders navigate an ever-shifting landscape marked by social, political and economic changes. When needs are growing and resources are limited, foundations and corporate giving programs are looked to for leadership in addressing community needs. This session will focus on challenges, opportunities, strategies and tools that contribute to making progress through times of uncertainty to improve the quality of life and opportunities in communities. Examples and ideas will be shared on how to use influence, data, metrics, and new approaches and techniques to support communities in rural, suburban and urban areas. Those who attend the session will also have the opportunity to share their experiences and ideas and to learn from philanthropic leaders who work in cross-sector partnerships on local and regional issues.

NOTE: Participants are encouraged to join us Monday morning, 10:30 - 12:00 PM for Developments in Healthcare Coverage and Implications for Funders

Supported by Kaiser Permanente and the David and Lucile Packard Foundation

Speaker(s): Douglas Hattaway, President, Hattaway Communications; Patricia Mathews, President and CEO, Northern Virginia Health Foundation; Jeremy Moore, Director, Community Health Programs - Innovations, Spectrum Health; Joseph Rosier, President and CEO, The Rapides Foundation

2:00 p.m. - 3:15 p.m.

Race, Faith and Violence: Interfaith Approaches to Compassionate Communities


Emerald, Lobby Level

This panel will explore the effect of religions on world events and the significance of interfaith approaches to resolving conflict and advancing understanding. Panelists will share perspectives from three religious traditions: Judaism, Islam, and Christianity; and will offer theological insights and practical strategies. They will discuss the role of philanthropy in advancing open, just, and diverse societies and philanthropic opportunities to use interfaith strategies to move communities from judgment and isolation to civility and, ultimately, compassion.

Supported by the David and Lucile Packard Foundation

Speaker(s): Mark Diamond, Professor of Jewish Studies, Loyola Marymount University; Amir Hussain, Professor of Theological Studies, ; Rosemarie Nassif, Sr Advisor on Catholic Sisters & Faith-Based Activities, Conrad N. Hilton Foundation; Rebecca Sager, Associate Professor of Sociology, Loyola Marymount University; Wilhelmus Valkenberg, Ordinary Professor of Religion and Culture, The Catholic University of America

2:00 p.m. - 3:15 p.m.

Value Chain Coordination to Build Food System Infrastructure: Food LINC


Governors Lecture Hall, Lobby Level

Food LINC, or Leveraging Investment for Network Coordination, is a three-year initiative spearheaded by USDA and its philanthropic partners to enhance local and regional food systems. Ten organizations have been initially selected to support a full-time "value chain coordinator" who will provide local food sector coordination services, linking producers and buyers in a regional geography. Presenters will describe how this partnership was established and has grown.

Supported by the Pisces Foundation and the David and Lucile Packard Foundation

Speaker(s): James Barham, Agricultural Economist, Food Systems Specialist, U.S. Department of Agriculture; John Fisk, Director, Wallace Center, Winrock International; Allan Oliver, Executive Director, Thornburg Foundation; Kristen Richardson-Frick, Program Officer, Rural Church Programs, The Duke Endowment; Kellie Terry, Program Officer for Sustainable Environments, Surdna Foundation, Inc.

3:15 p.m. - 4:00 p.m.

Learning Lab: Can Foundations Influence Legislation Without Incurring Tax or Jeopardizing Exempt Status?


Tower Mezzanine Foyer, Mezzanine Level

Foundations must adhere to a set of rules and regulations governing their activities and transactions. If they run afoul of certain prohibited activities or, in the case of public charity foundations, exceed certain limitations - such as lobbying or attempting to influence legislation - they may be subject to excise taxes on taxable expenditures. Join Moss Adams and Silicon Valley Community Foundation for a discussion about what activities foundations can and cannot be a part of.

Supported by Moss Adams, LLP

Speaker(s): Wendy Campos, Tax Leader, Foundations and Exampt Organizations, Moss Adams LLP; Gina Dalma, Special Advisor to the CEO and Vice President of Government Relations, Silicon Valley Community Foundation; Elizabeth Dollar, Partner, Foundations and Not-for-Profit Services, Moss Adams Foundation

4:00 p.m. - 5:30 p.m.

International Grantmaking By U.S. Community Foundations


Manchester, Mezzanine Level

Join us for an interactive discussion of recent findings from the Council on Foundations and Foundation Center that analyze the international behavior of U.S. community foundations, and what this means for the field of community philanthropy in the United States.

In the last 10 years, U.S. community foundations have increasing channeled international grants to causes and organizations around the world. New research by the Council on Foundations and Foundation Center found that in 2013, 85 community foundations made grants worth more than $143M to support activities in more than 130 countries. This is a significant increase from 2002 when 40 community foundations made international grants of only $25M. What will these new trends in global giving mean for U.S. community foundations going forward? A panel of community foundation leaders who approach international giving in a variety of ways will also kick start an interactive discussion about how and why they facilitate international activity by their community.

4:00 p.m. - 5:30 p.m.

Leadership in Action: Sports Philanthropy in Action and on Impact


Wedgewood, Lobby Level

Sports figures and teams are modern day heroes to many. Millions of people look to them for inspiration and leadership. Many of those who achieve success through athletic achievement turn the esteem and fame they earn into positive social benefits. In particular, athletes, teams, and athletic associations often form foundations in order to channel their philanthropic purposes. This session will feature a discussion with two of the most prominent sports philanthropists about how they set their philanthropic visions and the opportunities they see for sports philanthropy to achieve great things.

Speaker(s): Christal Jackson, Founder, Head and Heart Philanthropy; Charlotte Jones Anderson, Executive Vice President and Chief Brand Officer, Dallas Cowboys; Dikembe Mutombo, Chairman and President, Dikembe Mutombo Foundation, Inc.

4:00 p.m. - 5:30 p.m.

Speed Networking


Obelisk A, Mezzanine Level

Looking for a way to quickly meet other professionals in the sector? Update your business cards, prep your elevator speech, and join us at our Speed Networking event. We will have a bar available in the room for a few minutes of cocktails. Participants will pair up and network with each other in short intervals for 25 rounds of two minutes.

First come, first serve availability.

4:15 p.m. - 5:00 p.m.

Learning Lab: More Efficient Grantmaking and Knowledge Building


Tower Mezzanine Foyer, Mezzanine Level

There are many mechanics to grantmaking. Research, due diligence, and being a knowledge hub for your stakeholders can be major challenges. Learn how GuideStar has enhanced its current tools and is introducing a new one to help you not only meet, but exceed your goals.

Supported by Guidestar USA, Inc.

Speaker(s): Adrian Bordone, Vice President, Strategic Partnerships, GuideStar USA, Inc.

7:00 p.m. - 9:00 p.m.

Opening Networking Reception at the Perot Museum of Nature and Science


Join us at the Perot Museum for food, drinks, and great conversation. This is a perfect environment to reconnect with old friends and meet new ones while interacting with hands-on learning experiences.

Located near Downtown Dallas in Victory Park, the Perot Museum of Nature and Science is a "world of wonder." This museum houses 11 permanent exhibit halls on five floors of public space, a children's museum, a state-of-the art traveling exhibition hall, and The Hoglund Foundation Theater, a National Geographic Experience. Designed by a 2005 Pritzker Architecture Prize Laureate and distinguished with the highest possible rating from the Green Building Initiative, you don't want to miss this opportunity to learn while having fun.

This event is supported by the 2017 Annual Conference Host Committee.

7:00 a.m. - 7:30 a.m.

Wellness Meditation and Discussion


Tower Mezzanine Foyer, Mezzanine Level

Join Carmen Morcos, Senior Program Officer for Latin America at EMpower and Living Meditation Teacher for a guided living meditation session followed by sharing and discussion. The global issues of today challenge us to tap into our highest selves. Learn how to cultivate your inner energy, enabling you to choose how to be, feel, and act in this world. Free yourself from stories that hold you back, and set new intentions for how you want to direct your energy to address today's most pressing needs. The most authentic expression of your external power will come from understanding and mastering the power within.

Supported by TriNet

8:00 a.m. - 9:00 a.m.

Breakfast


Chantilly Ballroom, Lobby Level

Breakfast will be served.

9:00 a.m. - 10:15 a.m.

Fireside Chat with C.D. Glin


Topaz, Lobby Level

This is your opportunity to engage in candid conversations with experienced leaders in philanthropy about the trials, triumphs, and lessons learned from their years of practice in the sector. Hear inspirational stories and get honest answers the questions you have been reluctant to ask.

C.D. Glin is the President and CEO of the U.S. African Development Foundation, where he leads the agency's efforts to combat some of Africa's most difficult development and foreign policy challenges. Having spent more than 20 years in international development - including time in Nairobi, Kenya, with the Rockefeller Foundation and service in the Obama Administration - C.D. is a recognized leader in the philanthropy, government, and nonprofit sectors. In this session, C.D. will discuss how working across a variety of sectors and geographies has helped shape his leadership style and approach to creating solutions for the world's most underserved communities.

Please note that space is limited and seating is first-come; first-serve.

Speaker(s): C.D. Glin, President and CEO, U.S. African Development Foundation

9:00 a.m. - 10:15 a.m.

Fireside Chat with Mary McClymont


Governors Lecture Hall, Lobby Level

This is your opportunity to engage in candid conversations with experienced leaders in philanthropy about the trials, triumphs, and lessons learned from their years of practice in the sector. Hear inspirational stories and get honest answers the questions you have been reluctant to ask.

Mary McClymont is the President and CEO of the Public Welfare Foundation, and, after twenty years in philanthropy, she is stepping down from her post to begin a new chapter, seeking new ways to contribute to social justice concerns. In this session, Mary will talk about her leadership transition and share lessons from her personal journey in philanthropy over two decades.

Please note that space is limited and seating is first-come; first-serve.

Speaker(s): Mary McClymont, President, Public Welfare Foundation

9:00 a.m. - 10:15 a.m.

Fireside Chat with Sandy Vargas


Senators Lecture Hall, Lobby Level

This is your opportunity to engage in candid conversations with experienced leaders in philanthropy about the trials, triumphs, and lessons learned from their years of practice in the sector. Hear inspirational stories and get honest answers the questions you have been reluctant to ask.

Sandy Vargas, Executive Leadership Fellow at the Humphrey School of Public Affairs at the University of Minnesota and former President and CEO of the Minneapolis Foundation will speak about her experience in fostering diversity, equity, and inclusion in the philanthropic sector. This session will explore the challenges, triumphs and realities of ensuring that diversity, equity, and inclusion be truly embedded into the work of your foundation.

Please note that space is limited and seating is first-come; first-serve.

Speaker(s): Sandra Vargas, Former President and CEO, The Minneapolis Foundation

9:00 a.m. - 10:15 a.m.

Fireside Chat with Sherece West-Scantlebury


Emerald, Lobby Level

This is your opportunity to engage in candid conversations with experienced leaders in philanthropy about the trials, triumphs, and lessons learned from their years of practice in the sector. Hear inspirational stories and get honest answers the questions you have been reluctant to ask.

Sherece Y. West-Scantlebury, President and CEO of the Winthrop Rockefeller Foundation (WRF), is celebrating her 10-year anniversary at WRF and her 25 years in philanthropy in 2017. During this session, Sherece will discuss failing forward in philanthropy. There is much to be learned in risk taking and failing, and Sherece will share her experiences of not just failing, but failing badly. Join this session to explore an important lesson these experiences taught Sherece - that failure is not final, especially in philanthropy.

Please note that space is limited and seating is first-come; first-serve.

Speaker(s): Sherece West-Scantlebury, President and CEO, Winthrop Rockefeller Foundation

9:00 a.m. - 10:15 a.m.

Fireside Chat with Tony Pipa


Sapphire, Lobby Level

This is your opportunity to engage in candid conversations with experienced leaders in philanthropy about the trials, triumphs, and lessons learned from their years of practice in the sector. Hear inspirational stories and get honest answers the questions you have been reluctant to ask.

Tony Pipa, Tony Pipa, former Chief Strategy Officer at USAID and Special Envoy to the UN for the SDGs, will speak about his experience moving from the philanthropic sector, where he held leadership positions at family, public, and community foundations, to government. This session will explore the challenges, triumphs, and differences in exercising leadership in the philanthropic and public sectors, as well as the opportunities and challenges for philanthropic influence and impact amid shifting public policy priorities.

Please note that space is limited and seating is first-come; first-serve.

Speaker(s): Tony Pipa, Former Chief Strategy Officer, USAID, USAID

9:00 a.m. - 10:15 a.m.

Leadership in Action: Harnessing Tragedy to Build a Better Community - Dallas's Leaders Reflect


Wedgewood, Lobby Level

In July 2016, following a peaceful Black Lives Matter-organized protest calling for police reform, the city of Dallas was rocked when a gunman opened fire on police. The shooting killed five officers and injured nine more. It was the deadliest incident for U.S. law enforcement since the September 11 attacks. In response, the mayor and police chief called for the community to come together. This plenary will focus on the efforts they took to strengthen the city during one of its most challenging times.

Speaker(s): Bryan Carter, Senior Pastor, Concord Church; Linda Perryman Evans, President and CEO, The Meadows Foundation; Michael Rawlings, Mayor, City of Dallas; Evan Smith, CEO and Co-Founder, The Texas Tribune

9:00 a.m. - 10:15 a.m.

Local Collaboration on Global Goals - Bridging Sectors for Collective Impact


Monet, Mezzanine Level

In 2016 and 2017, more than 250 foundations gathered in five cities across the U.S. to discuss how local philanthropic collaborations can achieve shared global goals in their communities, such as ending hunger by 2030, cutting poverty in half, and creating high-quality jobs. The Sustainable Development Goals (SDGs) are a universal and global agenda where philanthropy, as conveners and community leaders, can bridge sectors and inspire collective impact. What does it take to localize global goals within U.S. communities? How can the SDGs provide opportunities for U.S. philanthropy to collaborate with other sectors to more efficiently build vibrant communities? In this interactive session, participants will have the opportunity to role play the creation of a local partnerships for the SDGs and hear from leaders using this global framework to inspire new collaborations across the United States.

Speaker(s): Lauren Bradford, Director, Global Partnerships, Foundation Center; Jennifer Chavez Rubio, Senior Director of Global Engagement, Medtronic Foundation; Katie Hester, Senior Advisor, The Partnering Initiative; Sherry Magill, President, Jessie Ball duPont Fund; Elizabeth Marquardt, Sr. Manager of Foundations, Feeding America; Natalie Ross, Senior Director for Global Philanthropy and Partnerships, Council on Foundations

10:00 a.m. - 4:00 p.m.

Wellness Chair Massage


Rest, Recharge, and Renew! Be sure to stop by and enjoy a "quiet moment". Chair Massages are provided by licensed massage therapists.

Located in Tower Mezzanine

Supported by TriNet

10:30 a.m. - 12:00 p.m.

Accelerating Resilient Water Systems through Impact Investing and Philanthropy


Governors Lecture Hall, Lobby Level

The need for resilience in our water systems is becoming ever more urgent as insufficiencies in water management and infrastructure are magnified by drought and growing populations. This necessitates action, such as investments in water systems resilience and partnerships between investors, philanthropies, public entities, and companies. This session will explore the role of impact investing and philanthropy to stimulate water-related investments, recognizing the need for immediate solutions alongside the goal of long-term systemic transformation.

Supported by the Pisces Foundation and the David and Lucile Packard Foundation

Speaker(s): Ricardo Bayon, Partner and Co-founder, Encourage Capital, LLC; Barry Gold, Director, Environment Program, Walton Family Foundation, Inc.; Bruce Kahn, Treasurer of the Board, Confluence Philanthropy; Kate Wolford, President, The McKnight Foundation

10:30 a.m. - 12:00 p.m.

Community Foundations Disruptions


Emerald, Lobby Level

With the pace of change in our world, disruption is a natural state in communities everywhere. Change is the new normal. So how do community foundations, institutions of long-standing tradition and influential in how communities address change, adapt themselves to the new normal? Compounding this issue is the concern that without growth, community foundations will no longer be well-positioned to lead within their communities. This session will identify the changes community foundations are facing, explore ways to navigate disruption, and consider questions such as whether or not asset growth is an imperative for community foundations and what role do donor advised funds play in community foundation growth and sustainability. A new narrative is possible around growth and remaining influential in community philanthropy, and this session will unpack the possibilities

Read Community Foundation Business Model Disruption in the 21st Century.

Speaker(s): Betsy Constantine, Executive Vice President, Community Foundation for Greater Buffalo; Gabriel Kasper, Managing Director, Monitor Institute; Kevin Murphy, President, Berks County Community Foundation; Ronald Richard, President and CEO, The Cleveland Foundation

10:30 a.m. - 12:00 p.m.

Dallas Faces Race


Monet, Mezzanine Level

After the tragic deaths of five police officers and the wounding of many others at a peaceful demonstration on July 7, 2016, the Dallas community benefited from a forum on racial equity called Dallas Faces Race. The nonprofit partners of Dallas Faces Race turned to this learning community for relationships, resources, and safe places to share their reactions and begin to heal. This session will explore racial equity capacity building for grantees, community partnerships, and the model used by leaders in Dallas to strengthen their community.

Supported by the David and Lucile Packard Foundation

Speaker(s): Gail Christopher, Senior Advisor and Vice President for Truth, Racial Healing, & Transformation, W.K. Kellogg Foundation; Lauren Embrey, President, Embrey Family Foundation; Rinku Sen, Executive Director, Race Forward; Cynthia Yung, Executive Director, The Boone Family Foundation

10:30 a.m. - 12:00 p.m.

Equity in Action


Obelisk A, Mezzanine Level

Using Equity in Action to achieve authentic and effective partnerships to advance progress at a community level, this session is designed to help leaders mobilize stakeholders and leverage their talent, expertise, and ideas for the long-term success of their communities. Participants will witness a lively exchange between two dynamic speakers that demonstrate how different models of community development can help partners become even stronger leaders in their own communities.

Speaker(s): Stephen Greeley, President, DCA, Inc.; David Leckey, Executive Director, The Orton Family Foundation

10:30 a.m. - 12:00 p.m.

Excellent Art in Rural America


Sapphire, Lobby Level

This session will explore successful approaches to rural arts funding in America. Panelists will discuss how rural arts work is different than urban counterparts and provide participants with a better understanding of scalability, definitions of artistic excellence, and the unique benefits of rural arts, such as depth of experience and communion with tradition.

Supported by the David and Lucile Packard Foundation

Speaker(s): Arni Fishbaugh, Former Executive Director, ; Matthew Fluharty, Executive Director, Art of the Rural; John McGuirk, Program Director, Performing Arts Program, The William and Flora Hewlett Foundation

10:30 a.m. - 12:00 p.m.

International Grantmaking in the Trump Era


Metropolitan, Mezzanine Level

The world is witnessing significant shifts in both the domestic and international environment for grantmaking. Here in the U.S., the Trump administration may introduce new regulatory and political policies that will affect both domestic and international work. Outside the U.S., there are important shifts underway in key countries receiving U.S. grantmaking, with China, Russia, India, and Egypt among them. The multilateral environment for grantmaking is under pressure as well. Participants will learn about these specific issues and what this changing landscape may mean for U.S. funders during the Trump era.

Speaker(s): John Hecklinger, Chief Network Officer, GlobalGiving; Lara Kalwinski, Executive Director of National Standards and Senior Counsel, Council on Foundations; Mark Sidel, Doyle-Bascom Professor of Law and Public Affairs; Consultant, ICNL, University of Wisconsin-Madison; Dawn Sikorski, Corporate Counsel, Islamic Relief USA

10:30 a.m. - 12:00 p.m.

Leveraging Data to Inform Strategy


Morocco, Mezzanine Level

Understanding big data can seem like a daunting task. However, if used strategically, it is an incredibly powerful tool that will transform an organization's capacity to strengthen outcomes and enhance impact. This session will offer insights into how philanthropy, technology, and big data are converging. It will also explore why big data is important to foundations and the organizations they fund, the challenges to becoming a more data-driven organization, why organizational culture matters, and what the future holds for those who embrace a data-driven approach to inform strategy.

Speaker(s): Jennifer Chavez Rubio, Senior Director of Global Engagement, Medtronic Foundation; Steve MacLaughlin, Vice President of Data & Analytics, Blackbaud, Inc.; Carly Meek, Director, Information Services, Community Foundation of Tampa Bay, Inc.; Sarah Nelson, Chief Philanthropy Officer, Communities Foundation of Texas

10:30 a.m. - 12:00 p.m.

Salon Discussion with 2017 HUD Secretary's Award Winners: Excellence in Public Partnerships


Wedgewood, Lobby Level

The Department of Housing and Urban Development (HUD) Secretary's Award for Public-Philanthropic Partnerships recognizes excellence in cross-sector partnerships that increase the quality of life for low- and moderate-income residents across all American geographies - urban, suburban, and rural. In this salon, the 2017 recipients will discuss their award-winning public-philanthropic partnerships and the power of collective impact.

Speaker(s): Matthew Ammon, Acting Assistant Secretary for Policy Development and Research, U.S. Department of Housing and Urban Development; Vikki Spruill, President and CEO, Council on Foundations

10:30 a.m. - 12:00 p.m.

Selling Social Change: The Case for Funding Demand Generation


Miro, Mezzanine Level

Nonprofits and funders that aspire to achieve a level of results commensurate with the magnitude of the biggest social problems must be prepared to generate demand. Just because there is a clear need for a preventive program or service doesn't mean there is demand - the "need-equals-demand fallacy." Even highly rated, evidence-based programs cannot overcome beneficiaries' lack of awareness or disinterest. This session will teach nonprofits and funders how to sell social change.

Speaker(s): Taz Hussein, , The Bridgespan Group; Fay Twersky, Director, Effective Philanthropy Group, The William and Flora Hewlett Foundation

10:30 a.m. - 12:00 p.m.

Youth Employment: Advancing the Youth Workforce Pipeline through Public-Private Partnerships


Senators Lecture Hall, Lobby Level

Under Mayor Bill de Blasio, New York City launched the Center for Youth Employment (CYE) - a privately funded non-profit - to establish a unified approach in helping youth and young adults gain work experience, build skills, and explore potential careers. As a founding partner, the Citi Foundation saw CYE as a promising vehicle for its youth employment agenda and provided crucial support, fueling several early successes. Discussants will share details of the work thus far and important lessons learned for building strong public-private partnerships at scale.

Supported by the David and Lucile Packard Foundation

Speaker(s): Gabrielle Fialkoff, Senior Advisor to Mayor Bill de Blasio and Director, New York City Office of Strategic Partnerships; David Fischer, Executive Director, NYC Center For Youth Employment; Brandee McHale, President, Citi Foundation

12:15 p.m. - 2:15 p.m.

Annual Meeting of the Members & Council Awards


Chantilly Ballroom, Lobby Level

Join us for the Council on Foundations' Annual Meeting of the Members and luncheon. President and CEO Vikki Spruill will deliver the annual "State of the Council" address and the Council's Board of Directors will report on the organization's membership and financials. The meeting will also include the election of new board members. The slate for the 2020 class includes some outstanding nominees.

The meeting will conclude with Vikki Spruill and Council Board Chair Sherry Magill recognizing outstanding achievements in philanthropy by awarding the Council's 2017 Distinguished Service Award and the Wilmer Shields Rich Award for Excellence in Communications.

1:30 p.m. - 6:00 p.m.

AT&T Stadium Site Session


This event is at capacity.

Passions run high in sport as in art. Both ignite curiosity and conversation while bringing together people from all walks of life. Unique to AT&T Stadium, art and sport work in concert to enhance every visitor's experience.

The world-class Dallas Cowboys Art Collection was first established in 2009 when the team moved to their new stadium in Arlington, Texas. The collection now consists of 17 site-specific commissions along with 43 additional works that have been acquired during the last 8 years. Spanning all media of contemporary art, the collection also includes artists from around the globe. The collection will continue to evolve as the Dallas Cowboys headquarters moves into its new location at The Star in Frisco, Texas.

Participants will enjoy a VIP tour of the Dallas Cowboys Art Collection at AT&T Stadium followed by a fun group photo on the field at the 50-yard line. Conclude your experience in the Owners Suite with a private reception.

Sponsored by generous support from Gene and Jerry Jones.

2:30 p.m. - 3:45 p.m.

Attracting Diverse Talent


Obelisk A, Mezzanine Level

How are you assessing the diversity of the talent within your organization? Diversity exists among multiple dimensions: race, ethnicity, gender, sexual orientation, etc. These multiple dimensions of diversity contribute to the diversity of thought which has the potential to fuel creativity and innovation. This session will feature a panel of thought leaders who will explore these and other questions. 

Speaker(s): Dionne King, CEO and Strategic Consultant, DMK Consulting LLC; Floyd Mills, Vice President of Diversity, Equity, and Inclusion, Council on Foundations

2:30 p.m. - 3:45 p.m.

Better and Stronger Together: Grantmaker Collaboration to Improve State Policies for Children


Metropolitan, Mezzanine Level

Grantmaker collaboration around public policy and advocacy is changing the way that philanthropy approaches public policy in state capitals across the nation. Policymakers want to hear from philanthropy - particularly from the benefactors and trustees of foundations. This session will explore recent examples in Texas and in states across the country of grantmakers joining together with a unified voice to support strong state policies for children. This interactive session will highlight the importance of forging funder alliances around public policy and advocacy, moving beyond the traditional one-funder, one-program approach to ensure that grantmakers take the long view and have the agility required to respond rapidly to changing state and federal policies over time. Session panelists will describe the "how-to's" of building funder alliances around state policy and advocacy, as well as some examples of successes and lessons learned.

Supported by the Skillman Foundation

Speaker(s): Jennifer Esterline, Executive Director, Texas Education Grantmakers Advocacy Consortium; Charles Glover, Senior Program Officer, The Meadows Foundation; Mary Jalonick, President and CEO, The Dallas Foundation; Lisa Klein, Executive Director, Alliance For Early Success

2:30 p.m. - 3:45 p.m.

Catalytic Capital: Maximizing Your Mission through Impact Investing


Morocco, Mezzanine Level

This session will illuminate ways that foundations of all types and sizes can use impact investing to complement their programmatic work - in particular by using their assets to leverage private capital into projects and organizations that address critical community development needs. Attendees will hear findings from new research on guarantees and perspectives from foundation experts, and will also workshop the topic in small groups broken up by level of experience in impact investing.

Speaker(s): Melanie Audette, Senior Vice President, Mission Investors Exchange; Laurie Craft, Program Director, Grand Rapids Community Foundation (MI); Kim Dempsey, Deputy Director, Social Investment Practice, The Kresge Foundation; Hannah Schiff, Research Manager, Global Impact Investing Network (GIIN)

2:30 p.m. - 3:45 p.m.

Conquering Philanthropic Divide: A New Model for Cross Sector Impact in Rural Regions


Senators Lecture Hall, Lobby Level

Foundations want to balance the need for strong grantee partners with the desire to make a difference in high-need, low-resource communities. As they strive for greater impact, it is imperative that new and creative ways to invest limited resources amid challenges of geography, demography, and capacity are found that also ensure accountability, spread risk, and build relationships. This session will explore how foundations can embrace public and private support to rebuild communities for the next generation.

Supported by the David and Lucile Packard Foundation

Speaker(s): Ray Daffner, Entrepreneurial Development Manager, Appalachian Regional Commission; Stephanie Randolph, Program & Grants Officer, ; Gerry Roll, Executive Director, Foundation For Appalachian Kentucky, Inc.; David Stocks, Arts Program Officer, The Educational Foundation of America

2:30 p.m. - 3:45 p.m.

Distinguished Service Award Salon


Wedgewood, Lobby Level

Following the Meeting of the Members, join 2017 Distinguished Service Award winner Ronald B. Richard, President and Chief Executive Officer of the Cleveland Foundation, for a discussion about the trials, triumphs, and lessons learned during his tenure in the sector. This informal and candid salon offers attendees the opportunity to discuss with and learn from an experienced philanthropic leader and get honest answers to questions about the most important issues of the moment that you may have been reluctant to ask.

Please note that space is limited and seating is first-come; first-serve.

2:30 p.m. - 3:45 p.m.

Funding at the Intersection of Arts Education Advocacy, Policy, and Program Delivery


Sapphire, Lobby Level

Vibrant communities are distinguished by their diverse cultures, thriving arts, and education opportunities. Yet there are huge disparities between those who have access to arts education and those who do not. Policy wins at the federal, state, and local levels have created new opportunities for providing arts education opportunities in public schools. Panelists will discuss various strategic approaches to funding advocacy and policy to ensure equitable delivery of arts education.

Supported by the David and Lucile Packard Foundation

Speaker(s): Arni Fishbaugh, Former Executive Director, ; Wendy Liscow, Education Program Director, Geraldine R. Dodge Foundation; John McGuirk, Program Director, Performing Arts Program, The William and Flora Hewlett Foundation; Narric Rome, Vice President of Government Affairs & Arts Education, Americans for the Arts

2:30 p.m. - 3:45 p.m.

Good Bridges Make Good Neighbors: The Foundations of Transnational Community


Emerald, Lobby Level

Globalization has engendered profound economic and demographic transformations in American communities. It is essential that community foundations take a leading role in facilitating how their cities and states adapt to these changes. Participants will learn how community foundations in the U.S. and Latin America are embracing these interconnections in order to promote civility, engage new stakeholders, and build more vibrant, transnational communities. In particular, participants will learn about the Building Broader Communities in the Americas Initiative being implemented by CFLeads with funding from the Inter-American and Charles Stewart Mott foundations.

Supported by the David and Lucile Packard Foundation

Speaker(s): Michael Layton, Senior Program Specialist, Inter-American Foundation; Eric Pearson, President and CEO, El Paso Community Foundation; David Perez Rulfo, Director General, Corporativa De Fundaciones; Sandra Vargas, Former President and CEO, The Minneapolis Foundation

2:30 p.m. - 3:45 p.m.

How to Simplify Grantmaking with Data Sharing Tools


Manchester, Mezzanine Level

The Simplify Initiative is asking foundation leaders to support their organizations and staff by learning about and supporting adoption of data sharing and process improvement tools which can ease their work. Grants managers and IT staff have shown strong interest in adopting the tools we're promoting, but have told us that gaining executive buy-in is often a challenge, and have asked for our help in reaching out to leadership.

Simplify, an initiative of the Technology Affinity Group, promotes data sharing tools which help grantmakers spend less time on process and more time on purpose. The newly expanded Simplify Initiative promotes the adoption of tools to better share funder data, share nonprofit data, and improve funder processes. The tools are provided by nonprofit organizations like GuideStar, the Foundation Center, TechSoup, Data Arts, Stanford PACS, and others. Our work is to educate and facilitate adoption of these tools to help grantmakers take full advantage of the resources available to them.

This session will describe the tools we promote, how they can benefit your organization, and how you, as leaders, can support their adoption.

Speaker(s): RedPoney Carpenter, Consultant, Philanthropy.io

2:30 p.m. - 3:45 p.m.

Learning from the World to Build a Healthy Future Together


Topaz, Lobby Level

How do foundations help build a healthy future where everyone has the opportunity to live a healthy life? This session will focus on successful approaches both at home and abroad. Presenters will discuss the imperative of globally focused learning, highlight some of what they have learned, and brainstorm how funders can support the spread of this global mindset.

Supported by Kaiser Permanente and the David and Lucile Packard Foundation

Speaker(s): Nassim Assefi, Executive Director, MEDICC; Michael Painter, Senior Prgram Officer for Global Ideas for US Solutions, The Robert Wood Johnson Foundation; Elizabeth Sawin, Our Climate Ourselves Program Co-Director, Sustainability Institute; Shin-Pei Tsay, Executive Director, Gehl Institute

2:30 p.m. - 3:45 p.m.

Looking Ahead: Foundation Investment and Finance Issues Beyond the First 100 Days


Monet, Mezzanine Level

The incoming Trump administration has promised quick action on tax reform and other important regulatory issues that affect how private and public foundations invest to support their missions. William Jarvis, Executive Director of the Commonfund Institute, will lead a conversation featuring a panel of experts from the field to discuss the new administration's actions taken during the first 100 days and their consequences for philanthropic financial and investment strategies. Participants will learn about the major legislative and regulatory actions and proposals that have been announced, their effect on foundations' financial and investment functions, and what steps organizations such as the Council on Foundations and others are taking in light of these events.

Speaker(s): Jonathan Brelsford, Vice President of Finance and Investments, The Pittsburgh Foundation; Tom Hyatt, Partner, Dentons US LLP; William Jarvis, Executive Director, Commonfund; Kenneth Jones, Vice President, Chief Financial Officer, The Annie E. Casey Foundation

2:30 p.m. - 3:45 p.m.

The Importance of Community Foundation National Standards: A Discussion with Leaders in the Accreditation Field


Miro, Mezzanine Level

Community foundations are at the core of place-based philanthropy in the United States and globally. In this session, a panel made up of three leaders of accreditation programs will discuss why national standards matter and how they can be applied to ensure legal and ethical compliance for community foundations, nonprofits, museums, and more.

Speaker(s): Christina Gonzalez, National Standards Manager & Staff Counsel, Council on Foundations; Julie Hart, Senior Director, Standards & Excellence Programs, American Alliance of Museums; Svetlana Hutfles, Executive Director, Kansas Association of Community Foundations; Melissa Sines, Director of Education and Accreditation, Maryland Nonprofits

2:30 p.m. - 3:45 p.m.

Water STEPS: Water Scarcity, Trade, Energy, Politics and Security


Governors Lecture Hall, Lobby Level

The California-based global affairs network of the Pacific Council on International Policy is developing an ambitious program on water scarcity, entitled Water STEPS (Water Scarcity, Trade, Energy, Politics and Security). It aims to apply the U.S. West Coast's water scarcity expertise and experience on a global scale. It will target chief executives and legislators as it raises the profile of West Coast perspectives on water in U.S. foreign policy discussions. This session will examine this model and its potential application in other regions around the world.

Supported by the Pisces Foundation and the David and Lucile Packard Foundation

Speaker(s): Rachel Cardone, Global Water Scarcity Project Fellow, Pacific Council On International Policy; Jennifer Faust, Executive Director, Pacific Council On International Policy; Shaheen Kassim-Lakha, Director of International Programs, Conrad N. Hilton Foundation; Matt Petersen, Chief Sustainability Officer, City of Los Angeles, Office of the Mayor

3:45 p.m. - 4:30 p.m.

Learning Lab: Café Momentum


Tower Mezzanine Foyer, Mezzanine Level

Caf Momentum is a nonprofit restaurant that provides a transformative post-release internship program for young men and women coming out of juvenile facilities. Interns receive intensive culinary, job and life-skill training, as well as continued mentorship and support, enabling them to achieve their full potential. This Learning Lab will offer an interactive glimpse into Caf Momentum's one-year internship training program. Participants will learn the social and life skills interns develop through the program by completing a mastery exam for a position at the restaurant and walking through how each exam question relates to the life skills interns will learn and use in their work and personal lives.

Supported by Cafe Momentum

4:30 p.m. - 6:00 p.m.

Tackling Life's Impossibilities: The Giving Pledge and Ambitious Philanthropy in the 21st c.


Chantilly Ballroom, Lobby Level

Charitable giving by individuals, foundations, and corporations in the U.S. has reached its highest level to date. People across sectors are working hard to make a difference and are contributing to the causes that matter to them. The Giving Pledge has invited the world's wealthiest individuals and families to contribute more than half their wealth to philanthropy or charitable causes, and it has become a significant effort to recognize and encourage charitable giving at an unprecedented global scale. This plenary will analyze the efforts of two of the world's most generous philanthropists and look at their visions for philanthropy. It will also examine the current landscape of charitable giving, with a special focus on the impact of The Giving Pledge.

Speaker(s): Marguerite Griffin, National Director of Philanthropic Services, Northern Trust; Lyda Hill, Chairman, Lyda Hill Foundation; Robert Rosen, Director of Philanthropic Partnerships, Bill & Melinda Gates Foundation; Vikki Spruill, President and CEO, Council on Foundations

6:00 p.m. - 9:00 p.m.

Global Philanthropy Reception and Dinner


At the 2017 Annual Global Philanthropy Dinner, please join foundation colleagues from around the country and the world to discuss current challenges and opportunities for empowering women and girls, in order to achieve Goal 5 of the Sustainable Development Goals. Speakers will share about their experiences as activists and funders in different regions of the world, working to improve opportunity and quality of life for women and girls. Whether working to reduce female genital mutilation in sub-Saharan Africa, increase women's political voice in the Middle East, or encourage philanthropic giving towards gender equality, our speakers will share how they see philanthropy best strengthening ongoing activities to improve gender empowerment, both in the US and around the world.

There is no additional cost to attend this event, but space is limited and advance registration is required. You can add this event to your itinerary while registering for the conference. If you have already registered for the conference and would like to add this event, email you request to registration@cof.org or call 703-879-0600.

Speaker(s): Jaha Dukureh, Founder and Executive Director, Safe Hands For Girls; Swanee Hunt, Chair, Swanee Hunt Alternatives; Kathleen McLaughlin, President, Wal-Mart Foundation; Zainab Salbi, Founder & CEO, Women for Women International

6:00 p.m. - 7:00 p.m.

Out @ #COFAnnual: The LGBTQ and Ally Reception


Obelisk A, Mezzanine Level

Whether you are a grantmaker funding or interested in LGBTQ issues, an LGBTQ grantmaker looking for friends, or just a proud ally to LGBTQ communities, Funders for LGBTQ Issues invites you to join them for complimentary drinks and light fare. Come hear about emerging trends in LGBTQ philanthropy and get an update on the pressing issues affecting LGBTQ communities in a post-marriage equality environment. Get caught up with old friends and make new ones!

7:00 a.m. - 7:30 a.m.

Wellness Powerwalk


Tower Mezzanine Foyer, Mezzanine Level

Participants are invited to meet at the West Wing Entrance of the hotel and join our personal fitness instructor for an outdoor power walk. Comfortable attire, walking shoes and a light jacket are recommended.

Depart from West Wing Entrance of Anatole

Supported by TriNet

8:30 a.m. - 9:30 a.m.

Breakfast Roundtable: How Do You Incorporate Equity into Your Philanthropy?


Monet, Mezzanine Level

Many foundations have discovered that when they pay disciplined attention to race/ ethnicity/ other demographic characteristics when analyzing issues, seeking solutions, and defining success, they reap enormous benefits. This has led to greatly enhanced grantmaking, insights and perspectives, and even effectiveness. Join this session to share with colleagues what you are doing and what you'd like to learn how to do.

Supported by Kaiser Permanente

8:30 a.m. - 9:30 a.m.

Breakfast Roundtable: Philanthropy Responds to Gun Violence in Chicago


Morocco, Mezzanine Level

The Partnership for Safe and Peaceful Communities is a coalition of philanthropic organizations committed to reducing gun violence in Chicago. By aligning their grantmaking and collaborating with community, public, and private sector leaders and organizations, members of the Partnership are focused on the urgent need to reduce gun violence in the short term, while at the same time continuing to support efforts to address root causes of violence. Join this session to learn about the Partnership's goals and how you might get involved.

Supported by the Joyce Foundation

8:30 a.m. - 9:30 a.m.

Breakfast Roundtable: Steps Towards Sustainable Seafood


Topaz, Lobby Level

By 2050, the global middle class will double, increasing not only demand for food and products, but also potential impacts on the environment and people. Join this discussion about the role of philanthropy in addressing social and environmental issues in the seafood chain. Help map out and generate new ideas for action.

Supported by the Walmart Foundation

8:30 a.m. - 9:30 a.m.

Breakfast Roundtable: The Intersection of Sports and Philanthropy


Emerald, Lobby Level

It was not enough to earn fame and fortune in the world of sports. Charles Johnson and Devean George also dreamed of giving back to their communities. These world-class athletes know the value of teamwork and they have each assembled teams to help them realize their dreams.  Attend this roundtable session to hear firsthand accounts of their journeys into philanthropy. Learn about what inspires them to give as well as the positive impact they are having in communities across the country.

Supported by Head & Heart Philanthropy

8:30 a.m. - 9:30 a.m.

Breakfast Roundtable: Using Collaborative Grantmaking to Reduce Gun Violence in the US


Sapphire, Lobby Level

In the United States, more than 33,000 people are killed by guns in homicides, suicides, and accidental shootings, and another 80,000 are injured by guns every year. Public support for common-sense policies is growing, and many in philanthropy are engaged in research and community-building around a comprehensive, evidence-driven agenda to reduce gun injuries and deaths. Join Nina Vinik, the Joyce Foundation, and Jobi Cates, the Fund for a Safer Future, to learn about the Fund for a Safer Future's pooled funding approach and to discuss emerging research, regional and national trends, and opportunities for impact in the gun violence prevention movement.

Supported by the Joyce Foundation

8:30 a.m. - 9:30 a.m.

Leadership in Action: Thinking Globally and Acting Locally - Philanthropy Leading Together on Complex Issues


Wedgewood, Lobby Level

What is the role of philanthropy in "leaving no one behind" as political, economic, and social changes impact all of us, here in the U.S. and around the world? How is U.S. philanthropy working with other sectors to address root causes of poverty and inequality? In 2015, the U.S. government committed to working towards an ambitious framework of 17 goals, known as the Sustainable Development Goals (SDGs), which aim to end extreme poverty, enhance gender equality, and ensure energy access, healthcare, and quality education for all. Hear leaders who directly helped shape this framework discuss what they have learned engaging across sectors to achieve these important goals and how all foundations help achieve the SDGs, no matter their organizational size, footprint, or focus.

Speaker(s): Kathy Calvin, CEO, United Nations Foundation; Tony Pipa, Former Chief Strategy Officer, USAID, USAID; Shamina Singh, President, Mastercard Center For Inclusive Growth

9:00 a.m. - 9:45 a.m.

Learning Lab: NGOsource - The Power of Partnership


Tower Mezzanine Foyer, Mezzanine Level

NGOsource, a joint project of the Council on Foundations and TechSoup, has revolutionized international philanthropy through an equivalency determination (ED) repository. NGOsource has completed over 2,500 EDs supporting more than $500 million in giving. See why over 180 grantmakers trust NGOsource and what's next for this transformative partnership. For more information, vist www.ngosource.org.

Supported by NGOsource

Speaker(s): Martha Lackritz-Peltier, Senior Tax Advisor, NGOsource/Techsoup Global

9:45 a.m. - 11:00 a.m.

Changing the Culture to Prevent Suicide


Senators Lecture Hall, Lobby Level

In 2012, the National Action Alliance for Suicide Prevention, a bipartisan public-private partnership, set an ambitious goal of reducing suicides by 20 percent by the year 2025. To achieve this, research points to the need to address a variety of cultural factors, including access to mental health screening, reducing access to lethal means, and empowering families to intervene meaningfully in moments of crisis. This panel will discuss how funders might foster a culture that reduces the risks of suicide among veterans and the general population.

Supported by the David and Lucile Packard Foundation

Speaker(s): Catherine Barber, Director, Means Matter, Harvard University School of Public Health; Josh Horwitz, Executive Director, The Educational Fund To Stop Gun Violence; Nina Vinik, Program Director, Gun Violence Prevention, The Joyce Foundation; Terri Wright, Executive Director, The Steve Fund

9:45 a.m. - 11:00 a.m.

Developing Authentic Relationships with Grantees


Miro, Mezzanine Level

Partnering with grantees to shape what grantmakers do and how they do it is the best way to achieve shared goals of building growth and opportunity in communities. Despite knowing this and grantmakers' best intentions to engage grantees in their work, grantees often still feel excluded and unheard. Grantmakers for Effective Organizations will share tools and frameworks to build and prioritize a habit of reflective practice for authentic grantee and stakeholder engagement.

Speaker(s): John Esterle, Executive Director, The Whitman Institute; Dena Jackson, Senior Vice President - Grants and Research, Dallas Women's Foundation; Heather Peeler, Vice President of Member & Partner Engagement, Grantmakers for Effective Organizations

9:45 a.m. - 11:00 a.m.

Legal Aid Relationships Can Enhance Your Grantmaking


Obelisk A, Mezzanine Level

Has your foundation identified housing, workforce development, and family safety as issues to address? In civil legal aid, these same issues might be described as mortgage foreclosure, expungement, and domestic violence. While the terminology sometimes differs, the issues and goals are the same. In this session, foundations and civil legal aid organizations will discuss a unique opportunity for increased community and program impact by working together and will share information about how to fund legal aid.

Speaker(s): Sandra Ambrozy, Senior Program Officer, Human Services, The Kresge Foundation; Amanda Cloud, President and CEO, The Simmons Foundation (TX); Charles Dunlap, Executive Director, Indiana Bar Foundation; Mary McClymont, President, Public Welfare Foundation

9:45 a.m. - 11:00 a.m.

Leveraging Federal Investments to Foster Sustainability in Communities: Lessons Learned and Lessons Earned


Morocco, Mezzanine Level

The partnerships between philanthropy and federal programs have yielded benefits to local communities in the years since the Great Recession. This session will offer funders interested in government partnerships the opportunity to meet federal officials looking to support collaborations with foundations, particularly with those funding areas such as disaster recovery, community development, and clean energy. Panelists will explore lessons learned through HUD's Sustainable Communities Initiative and FEMA's more recent experiences collaborating with foundations to create the new Louisiana Disaster Recovery Alliance for post-flood rebuilding. The session will also examine how aligned investments can deepen and spread the impact of innovation and sustainability across regions by discussing partnerships between foundations and federal clean energy programs.

Speaker(s): Lori Bertman, President and CEO, Irene W. & C.B. Pennington Foundation; Cynthia Campbell, Director, Int'l and Philanthropic Innovation, Office of Policy Development, U.S. Department of Housing and Urban Development; Denise Gilliam, Philanthropic Advisor, Individual Assistance Division, DHS/FEMA; Scot Spencer, Associate Director of Advocacy and Influence, The Annie E. Casey Foundation

9:45 a.m. - 11:00 a.m.

New Data on International Giving: Opportunities for U.S. Philanthropy to Engage Globally


Metropolitan, Mezzanine Level

In 2010 cross-border giving was lower than in 2006, and more U.S. philanthropy supported health programs globally than any other sector, with African programs receiving only 17 percent of total grants. How has international giving by U.S. foundations changed in the last seven years and what will a Trump administration's global priorities mean for U.S. philanthropy working around the world? The Council on Foundations and Foundation Center have analyzed new data on international grantmaking by U.S. philanthropy for the first time since 2012. This session will present this data, discuss key trends from this research, and highlight opportunities and challenges for the field. Speakers will also discuss how the international priorities and approaches of the Trump administration may impact the work of U.S. philanthropy flowing to countries around the world.

Speaker(s): Elizabeth Campbell, Vice President for Programs, Rockefeller Brothers Fund, Inc.; Michael Igoe, Senior Reporter, Devex; Lawrence McGill, Vice President of Knowledge Services, Foundation Center; Nageeb Sumar, Deputy Director, Philanthropic Partnerships, Bill & Melinda Gates Foundation; Aleem Walji, Chief Executive Officer, Aga Khan Foundation U.S.A.

9:45 a.m. - 11:00 a.m.

Oil Spill: An Unprecedented Opportunity for Philanthropy in America's Sea


Governors Lecture Hall, Lobby Level

The Gulf of Mexico's health and vitality affect the economy and the environment of every state in the Union. As a result of the civil and criminal penalties imposed in the wake of the Deepwater Horizon oil spill, several billion dollars will become available for environmental and economic development projects in and around the Gulf in the coming years. Due to the competitive nature of this funding and the schedule for its distribution, there is an urgent need and opportunity for philanthropic engagement. This session will explore the largest potential funding opportunity for the environment in the history of the United States.

Supported by the Pisces Foundation and the David and Lucile Packard Foundation

Speaker(s): Anne Brown, Executive Director, Texas Parks and Wildlife Foundation; Justin Ehrenwerth, President and CEO, The Water Institute of the Gulf; Larry McKinney, Executive Director, Harte Research Institute For Gulf of Mexico Studies; Andrew Sansom, Executive Director, The Meadows Center For Water and the Environment

9:45 a.m. - 11:00 a.m.

Raising Your Voice in the Public Policy Sphere: The Time Is Now


Monet, Mezzanine Level

Is your foundation engaged in policy and advocacy work? Has your foundation considered getting involved, but forgone the opportunity because there were challenges you were unsure how to overcome? This session will explore ways to overcome some of the most common challenges to getting involved in advocacy, and the most effective means of engaging with policy makers. Participants will discuss with other private and community foundation colleagues how to secure support from a foundation board of directors and buy-in from donors, determine advocacy issue areas, and navigate the rules. You will also hear from a Congressional District Director about how to best work with Congressional offices.

Speaker(s): Gina Dalma, Special Advisor to the CEO and Vice President of Government Relations, Silicon Valley Community Foundation; Matt Garcia, Deputy Chief of Staff, Congressman Pete Sessions, United States House of Representatives; Farhan Latif, President, El-Hibri Foundation

9:45 a.m. - 11:00 a.m.

Real Change for Families: Community Foundations Helping to Create Family Economic Security


Emerald, Lobby Level

What happens when eight community foundations, cross-sector partners, and two national content experts on asset development and community wealth building come together for one year to develop strategies to lift up the most vulnerable families in their communities? The CFLeads Family Economic Security Action Alliance is created. Participants will learn about the approaches these community foundations and national partners are employing and the progress they are making on behalf of low-income families.

Supported by the David and Lucile Packard Foundation

Speaker(s): Deborah Ellwood, President and CEO, CFLeads; Patty Grant, Executive Director, Community Foundation of Wabash County; James Head, President and CEO, East Bay Community Foundation; Ted Howard, President and Co-Founder, The Democracy Collaborative; Roy Lopez, Community Development Officer, Federal Reserve Bank of Dallas

9:45 a.m. - 11:00 a.m.

Serving Communities by Sharing What We Know


Topaz, Lobby Level

Through each new grantee partnership or new funding initiative, foundations develop and gain new knowledge about whether, and how, their efforts are working to meet their community's needs. These lessons, which can take the form of an evaluation report, a convening, a case study, or even a simple memo or informal knowledge exchange, are all valuable. Yet, too often, these lessons are not broadly shared as a public good, despite the fact that they can positively influence the way that foundations support stakeholders and strengthen the field. This session will take a closer look at the kinds of knowledge "assets" a foundation might share and at how senior staff can support knowledge sharing practices at every level of the organization. Examples of leadership in other foundations as well as some of the on-the-ground practices that can be adopted will also be explored.

Speaker(s): Janet Camarena, Director, Transparency Initiatives, Foundation Center; Lindsay Louie, Program Officer, Philanthropy Grantmaking, Effective Philanthropy Group, The William and Flora Hewlett Foundation; Molly Matheson Gruen, Community Innovation Director, The Bush Foundation; Marc Moorghen, Communications Director, Conrad N. Hilton Foundation

9:45 a.m. - 11:00 a.m.

Supporting Civic Engagement through Technology and Community-Centered Design


Sapphire, Lobby Level

Providing a space for the public sector and local communities being served to interact is a core objective of civic engagement. With the digitization of society, understanding the concepts of digital civic engagement and community-centered design is essential. This session will focus on building solutions with people, not just for them.

Supported by the David and Lucile Packard Foundation

Speaker(s): Aaron Deacon, Managing Director, Kansas City Digital Drive; Michelle Huttenhoff, Program Associate, Community Foundations, John S. & James L. Knight Foundation; Elizabeth Reynoso, Assistant Director of Public Sector Innovation, Living Cities; Lilly Weinberg, Program Director/Community Foundations, John S. & James L. Knight Foundation; Kyla Williams, Interim Executive Director, Smart Chicago Collaborative; Leon Wilson, Chief of Digital Innovation & Chief Information Officer, The Cleveland Foundation

10:00 a.m. - 4:00 p.m.

Wellness Chair Massage


Rest, Recharge, and Renew! Be sure to stop by and enjoy a "quiet moment". Chair Massages are provided by licensed massage therapists.

Located in Tower Mezz

Supported by TriNet

11:00 a.m. - 1:00 p.m.

Listening and Leading in a Divided America


Chantilly Ballroom, Lobby Level

Two thoughtful and provocative authors will share their unique perspectives on diversity and divide in today's America and discuss what we can do to bring our nation together in this closing plenary. J.D. Vance is the author of the best-selling Hillbilly Elegy: A Memoir of a Family and Culture in Crisis, a thoughtful and personal look at the challenges facing poor, white Americans. Eric Liu is an author and educator whose forthcoming book You're More Powerful Than You Think: A Citizen's Guide to Making Change Happen is a primer on power and change in a turbulent time.

Speaker(s): Eric Liu, Founder and CEO, Citizen University; Sherry Magill, President, Jessie Ball duPont Fund; Javier Soto, President and CEO, The Miami Foundation; Vikki Spruill, President and CEO, Council on Foundations; J.D. Vance, Author, New York Times #1 Bestseller Hillbilly Elegy, ; Sherece West-Scantlebury, President and CEO, Winthrop Rockefeller Foundation