NEW at the 2003 INDEPENDENT SECTOR Annual Conference

This year’s IS Annual Conference will mark the debut of a new session structure, in which our theme—Uncommon Visions for the Common Good, emphasizing resourceful solutions to pressing challenges—will follow three major tracks.

Building Accountability: What must we do voluntarily and with government to build accountability and transparency and to demonstrate effectiveness?

Meeting the Fiscal Challenge: Do we reshape our organizations or reshape public priorities to meet community needs in these tough economic times?

Shaping Civil Society: How do we mobilize citizen participation and build vibrant democracy around the world?

These themes will reverberate throughout the entire conference, and this year, our gathering will include expanded opportunities just for CEOs.

Please note: This schedule is a work in progress and subject to change. Except where indicated, pre-conference sessions are open to all registrants at no extra cost.

Speakers:

• Barry Gaberman, senior vice president, The Ford Foundation
• Peter Hero, president, Community Foundation Silicon Valley

7:00 pm
Best Restaurants of San Francisco—Meet under the famous clock in the hotel lobby for a visit to the culinary hotspot of your choice.

8:00–10:00 pm
Informal Meet and Greet—An early get-acquainted opportunity to kick off the 2003 Emerging Leaders Program. Meet at Johnny Foley's Irish House on 243 O'Farrell Street, between Mason and Powell Streets. Light appetizers and beverages will be served.

9:30 am–noon
Nonprofits on the Frontlines of Federal and State Policy Challenges—Wake up with hard-hitting advice and tools from leading nonprofit political activists on how national, state and local nonprofits can join forces to address today’s tough policy challenges and prepare for the 2004 election cycle.

Moderator:

• Jon Pratt, executive director, Minnesota Council of Nonprofits

Speakers:

• Gary Bass, executive director, OMB Watch

• Heather Booth, founding director and president, Midwest Academy

• Florence Green, executive director, California Association of Nonprofits

• Iris Lav, deputy director, Center on Budget and Policy Priorities

9:30 am–noon
Emerging Leaders Orientation—Share with your colleagues and hear from leading experts in the field of leadership development in this highly interactive session.

Moderator:

• J.D. Hokoyama, president and CEO, Leadership Education for Asian Pacifics (LEAP); IS board member

Speakers:

• Charles Kamasaki, senior vice president, National Council of La Raza
• Wayne Winborne, vice president, business diversity outreach, Prudential Financial

The Emerging Leaders Program is sponsored by the California HealthCare Foundation, based in Oakland, California; the Ewing Marion Kauffman Foundation; the San Francisco Foundation; and the Stuart Foundation.

11:00 am–1:15 pm
Challenges and Opportunities for National Organizations and Affiliates Using Online Communication Tools—Learn communications and technology best practices from organizations that use online tools to widen their reach and strengthen existing relationships with their affiliates and members.

Speakers:

• Jennifer Frazier, senior technology project manager, Planned Parenthood Federation of America

• Sheeraz Haji, president and CEO, GetActive Software

• Paul Knepprath, vice president, government relations, American Lung Association

• Maria Thomas, vice president, NPR Online, National Public Radio

11:00 am
Exhibit Hall Grand Opening and Registration

1:00–1:45 pm
Meet the Sector: For First-Time or Returning Attendees—Whether this is your first IS Annual Conference or your 24th, make the most of your conference experience this year by attending this introductory session.

2:00–4:00 pm
Opening Plenary Town Hall Meeting—Purpose, Power, and Participation: Ideas for the Future of Our Sector—INDEPENDENT SECTOR President and CEO Diana Aviv kicks off the conference by offering her perspective on the challenges we face and the opportunities we can seize together. Then, through facilitated small group roundtables, you will be asked for your advice and participation as we work collectively to shape the future of IS and the sector.

Convener:

• John Seffrin, chairperson, INDEPENDENT SECTOR; CEO, American Cancer Society

Welcoming Remarks:

• Barbara Dyer, chair, Annual Conference Planning Committee; president and CEO, Hitachi Foundation

• Richard T. Schlosberg, III, chair, Annual Conference Host Committee; president and CEO, David and Lucile Packard Foundation

Keynote Address:

• Diana Aviv, president and CEO, INDEPENDENT SECTOR

Sponsored by the McKesson Foundation

4:00–4:30 pm
Coffee Break
Take time between sessions to visit the exhibits and enjoy complimentary coffee and soft drinks with your fellow attendees.

Sponsored by GetActive Software

4:00–5:00 pm
CEO Track—By invitation only; pre-registration required.

A Conversation with Diana Aviv—An opportunity for CEOs to help shape the future direction of INDEPENDENT SECTOR’s work.

• Diana Aviv, president and CEO, INDEPENDENT SECTOR

Managing Organizational Retrenchment—Discuss the impact of the “new environment” and how other CEOs are making difficult decisions.

• Colburn S. Wilbur, trustee, David and Lucile Packard Foundation

Virtual Offices: Do They Really Work?—How do you approach the advantages and challenges of telecommuting, multi-site organizations, and people working everywhere but here?

• Daniel Ben-Horin, president, CompuMentor

Building Successful Social Movements to Overcome Obstacles to Engagement—Lessons learned from social movements offer important insights into how to mobilize citizens and empower groups to make social change.

Moderator:

• Kirke P. Wilson, president, Rosenberg Foundation

Speakers:

• Michael Farris, general counsel, Home School Legal Defense Association; president, Patrick Henry College

• Steven Kest, national executive director, Association of Community Organizations for Reform Now

• Eva Patterson, founding director, Equal Justice Society

Money, Power, and Honesty: Changing the Dynamics of the Foundation-Nonprofit Relationship—During this highly interactive session, participants will discuss the challenges inherent in the funder-nonprofit relationship as well as brainstorm potential strategies to strengthen communications and effectiveness between funders and nonprofit leaders.

Moderator:

• Lisa Spinali, vice president, civic engagement, The Omidyar Foundation

Speakers:

• Van Jones, executive director, The Ella Baker Center for Human Rights

• Luz A. Vega-Marquis, president and CEO, Marguerite Casey Foundation

4:30–6:00 pm
Special Session: Weigh in on the Code of Ethics—Give your feedback on IS’s draft Code of Ethics for Nonprofit and Philanthropic Organizations and help strengthen this model code for sector-wide use.

Moderator:

• M. Cass Wheeler, IS board member; chair, Code of Ethics Subcommittee of the IS Ethics and Accountability Committee; president and CEO, American Heart Association

6:15–7:15 pm
Regional Receptions—Meet with colleagues from one, or all, of four regions spanning the country:

• West—sponsored by State Street Corporation

• Northeast

• South

• Midwest

7:30–10:00 pm
Dinner Plenary—Conquering the Fiscal Crisis: What Can Nonprofit and Community Leaders Do?—The hard realities of the federal and state fiscal crisis are already taking a toll on nonprofit organizations and all those who rely on them for services and support. Can we reshape public priorities, or do we reshape our organizations? Robert Kuttner, co-editor of The American Prospect and one of the nation’s leading thinkers on economic and social policy, will challenge us to think differently about the political prospects, while two courageous community leaders share their perspectives on how elected officials, nonprofit managers, and voters must navigate the tough choices ahead.

Moderator:

• Bob Edgar, general secretary, National Council of Churches of Christ in the USA

Keynote Address:

• Robert Kuttner, co-editor, The American Prospect

Respondents:

• Ignacio De La Fuente, president, Oakland City Council

• Anita Friedman, executive director, Jewish Family and Children's Services, San Francisco

The evening will also include the presentation of the Leadership IS Award to Southern Mutual Help Association for its excellence in nurturing future leadership.

Remarks:

• Skip Rhodes, manager, corporate community involvement, ChevronTexaco

Award Presenter:

• Sanford Cloud, Jr., chair, Leadership IS Award Committee; president and CEO, National Conference for Community and Justice

Honorees:

• Lorna Bourg, president and executive director, Southern Mutual Health Association

• Denise Galatas, senior program designer and writer, Southern Mutual Health Association

The dinner plenary and the 2003 Leadership IS Award presentation are sponsored by ChevonTexaco.

-Top of Page-

8:00–9:30 am (breakfast begins at 7:30 am)
Breakfast Plenary and Annual Business Meeting.

Agenda (* Starred items require action)

1. Welcome and Approval of Agenda*
John Seffrin, chairperson, INDEPENDENT SECTOR Board of Directors; CEO, American Cancer Society

2. Approval of the 2002 Annual Business Meeting Minutes*
Christopher Gates, secretary, INDEPENDENT SECTOR Board of Directors; president, National Civic League

3. President’s Report
Diana Aviv, president and CEO, INDEPENDENT SECTOR

4.INDEPENDENT SECTOR 2003 Financial and Program Reports

• Financial Reports: Marilda Gándara, treasurer, INDEPENDENT SECTOR Board of Directors; president and executive director, Aetna Foundation

• Membership: Mary Beth Salerno, chair, Membership Committee; president, American Express Foundation; vice president, philanthropy, American Express Company

• Development: Art Taylor, vice chair, INDEPENDENT SECTOR Board of Directors; president and CEO, BBB Wise Giving Alliance

• Ethics and Accountability: William Trueheart, chair, Ethics and Accountability Committee; president and CEO, The Pittsburgh Foundation

• Public Affairs: Edward Able, chair, Public Affairs Committee; president and CEO, American Association of Museums

• Research: Kathleen McCarthy, chair, Research Committee; director, Center on Philanthropy and Civil Society, The Graduate Center, City University of New York

5. Election of 2004 Officers and Class of 2006 Directors*
David Ford, chair, Board Development Committee; director, Richard and Susan Smith Family Foundation

6. Acknowledgement of Departing Board Members: John Seffrin

7. Election of Board Development Committee Members*: Chris Gates

8. Changes in IS By-Laws*: Chris Gates

9. Good and Welfare and Adjournment: John Seffrin

The agenda also includes an interview with Brian Gallagher of the United Way of America on managing organizational change in turbulent times.

Moderator:

• Hodding Carter III, IS board member; president and CEO, John S. & James L. Knight Foundation

Speaker:

• Brian Gallagher, president and CEO, United Way of America

Sponsored by the Gill Foundation’s Gay & Lesbian Fund for Philanthropy
 

Moderator:

• Charles Kamasaki, senior vice president, National Council of La Raza

Speakers:

• Angela Glover Blackwell, IS board member; CEO, PolicyLink

• Yvonne Lee, policy consultant, Asian and Pacific Islander American Health Forum

• Sonya Tafoya, research associate, Pew Hispanic Center

Bringing Civic Participation to All: New Strategies for Engagement—Hear about different activities around the country that have engaged low-income and communities of color to address social, political, and economic concerns. This session will present an array of strategies—from voter registration to issue advocacy—that increase civic engagement and strengthen democracy in the United States.

Moderator:

• Frances Kunreuther, fellow for practitioner engagement, Hauser Center for Nonprofit Organizations, Harvard University

Speakers:

• Deepak Bhargava, president, Center for Community Change

• Heather Booth, founding director and president, Midwest Academy

• Miles Rapoport, president and CEO, Demos

Do or Die: The New Realities of Nonprofit Governance—Nonprofit and philanthropic organizations are under greater scrutiny than ever before, and in virtually every case, the actions of the board play a prominent role. Post-Enron legislation has already created new standards in the for-profit world. Hear from a CEO-board chair team about what CEOs and trustees must do to meet the new imperative of effective governance.

Moderator:

• M. Cass Wheeler, IS board member; CEO, American Heart Association

Speakers:

• Deborah S. Hechinger, president and CEO, BoardSource

• Luz A. Vega-Marquis, president and CEO, Marguerite Casey Foundation

• Gary L. Yates, IS board member; president and CEO, The California Wellness Foundation

New Models in Foundation-Nonprofit Practices—Under the conventional model, grantmakers issue funding guidelines, and grantseekers write proposals and hope for money. Learn how a different approach—in which both the grantmaker and grantseeker are collaborative partners in setting the vision, designing the project, and evaluating success—can lead to greater impact.

Moderator:

• Hilary Pennington, IS board member; CEO, Jobs for the Future

Speakers:

• Carrie Besnette, vice president and scholarship program director, Daniels Fund

• Freeman McKindra, former senior program officer, Winthrop Rockefeller Foundation; coach, Mid South Delta Initiative, W.K. Kellogg Foundation

• Robert Shireman, program consultant, Pathways to College Network; senior fellow, Aspen Institute

• Michael C. Ward, executive director, Mid-Delta Workforce Alliance

Lessons Learned: The Evolution of a Corporate-Nonprofit Partnership—In times of tough finances and scrutiny, for-profit companies are seeking opportunities for meaningful community programs that also make business sense, and nonprofits are looking not only for financial support but also a position of influence on corporate practices that help them further their mission. Participate in a candid conversation about how one such partnership has evolved and flourished.

Moderator:

• Marilda Gándara, president and executive director, Aetna Foundation

Speakers:

• Judy Belk, vice president, Rockefeller Philanthropy Advisors

• Suzanne Davidowitz, vice president, public relations, Lancôme Paris

• Joyce Roché, president and CEO, Girls Inc.

Influencing Public Policy: New Rules and Roles for Nonprofits and Foundations—In the face of some of the greatest budget and policy challenges to hit the nonprofit sector, grantmakers and nonprofits are exploring new options for working together to change the public policy dialogue. Unravel the maze of legal restrictions and explore some surprising opportunities for influencing public policy debates and decisions.

Moderator:

• Darell Hammond, IS board member; CEO and co-founder, KaBOOM! Inc.

Speakers:

• Rosemary Fei, attorney, Silk, Adler & Colvin

• Joel Carp, senior vice president, Jewish Federation of Chicago

10:30–11:30 am
CEO Track—By invitation only; pre-registration required.

Reception with Robert L. Payton, 2003 John W. Gardner Award Recipient—What Do We Need, Training or Education?

• Rev. J. Bryan Hehir, IS board member; president and CEO, Catholic Charities USA

Fiscal Challenges on the State and Local Level—How can we work together to overcome the current fiscal crisis?

• Robert Kuttner, co-editor, The American Prospect

Recruitment and Retention of Staff—Good organizations need top flight staff. How do you get and keep the best?

• Jan Masaoka; executive director, CompassPoint Nonprofit Services

11:30 am–noon
Book Signings

• Angela Glover Blackwell, IS board member; CEO, PolicyLink; author, Searching for the
  Uncommon Common Ground: New Dimensions on Race in America (Uniting America)

• Jan Masaoka, executive director, CompassPoint Nonprofit Services; author, The Best
  of the Board Café

noon–1:30 pm
John W. Gardner Leadership Award Luncheon—Honor a pioneer in the field of academic study of philanthropy with the prestigious John W. Gardner Leadership Award. Robert L. Payton is a founder and the first full-time director of the Center on Philanthropy at Indiana University, creator of the Jane Addams-Andrew Carnegie Fellowship program, and a supporter of the International Society for Third-Sector Research. In his acceptance address, he will share inspiration and counsel from his vantage point as a lifelong student and thinker in our field.

Convener:

• Barbara Dyer, chair, IS Annual Conference Planning Committee; president and CEO, Hitachi Foundation

Comments:

• Francesca Gardner, editor, Living, Leading, and the American Dream, by the late
  John W. Gardner

Award Presenter:

• Kathleen W. Buechel, IS board member; chairperson, John W. Gardner Leadership Award Committee; president, Alcoa Foundation

Honoree:

• Robert L. Payton, professor emeritus of philanthropic studies, Indiana University Center on Philanthropy

The John W. Gardner Leadership Award and luncheon are sponsored by the William Randolph Hearst Foundations.

1:30–2:00 pm
Coffee Break and Book Signing

• Francesca Gardner, editor, Living, Leading, and the American Dream

2:00–3:30 pm
Forum and Concurrent Sessions—Choose from five breakout sessions and one forum exploring the conference themes.

Forum: Frontiers of Organizational Change—Mapping strategy, measuring impact, using technology effectively, meeting fundraising challenges, and making the best use of boards are just a few of the mission-critical issues facing today’s nonprofit leaders—and all in an environment of rapid change. Join a distinguished panel to learn strategies for navigating today’s ever-shifting tides.

Moderator:

• James E. Canales, president and CEO, The James Irvine Foundation

Speakers:

• Katherine Fulton, partner and senior practitioner, Global Business Network

• Jan Masaoka, executive director, CompassPoint Nonprofit Services

• Al Miller, president and CEO, FEGS Health and Human Services System

Credibility on the Line: New Strategies for Measuring Impact—Greater demands from policymakers, the giving public, and the media are putting new pressure on nonprofits and foundations to demonstrate impact. Gain new insights on the daunting task of measuring impact and improving capacity.

Moderator:

• Gabriella Morris, IS board member; president, Prudential Foundation

Speakers:

• Allison Fine, executive director, Innovation Network

• Susan M. Herr, managing director, accountability initiatives, Community Foundations of America, Inc.

• Donn Vickers, executive director, The Academy of Leadership and Governance

Public Accountability and the Press: Strategies for Nonprofit and Philanthropic Leaders—From editorial boards to columnists and commentators to investigative reporters, the media plays a powerful role in shaping public opinion about the nonprofit and philanthropic sector. Our panel of media experts will present insights and advice on working more effectively with the press.

Moderator:

• Paul Clolery, editor-in-chief, The NonProfit Times

Speakers:

• Jill “J.R.” Labbe, senior editorial writer and columnist, Fort Worth Star-Telegram; board member, National Conference of Editorial Writers

• John McDonald, president, Stone’s Throw Strategic Communications; communications consultant, Center on Philanthropy and Public Policy, University of Southern California

• Todd Wallack, reporter, San Francisco Chronicle

Increasing Funding for Social Justice: What Do We Mean and What Should We Do About It?—Social justice is all about increasing the opportunities for individuals to reach their full potential and overcoming the structural barriers in the way. Yet, many foundations and nonprofit organizations are more comfortable with service delivery. Do we all mean the same thing when we talk about “social justice”? What are the obstacles for more work in the social justice arena? What is the role of advocacy?

Moderator:

• Bradford K. Smith, vice president, peace and social justice,
  Ford Foundation

Speakers:

• Theresa Fay-Bustillos, vice president, worldwide community affairs, Levi Strauss & Co.; executive director, The Levi Strauss Foundation

• Irma D. Herrera, executive director, Equal Rights Advocates

• Marcia A. Smith, executive director, Firelight Media

Working with Volunteers in Tough Times: Balancing Opportunities and Obstacles—Many politicians and media pundits believe the fiscal challenges facing nonprofits can be overcome by encouraging more people to volunteer. Can volunteers really help to fill service gaps and meet program needs? What does it really take to retain trained volunteers, recruit new ones, and manage them all effectively?

Moderator:

• Lucia Corral Pena, program officer, Hispanics in Philanthropy

Speakers:

• Jim Covell, manager of interpretive services, Monterey Bay Aquarium

• Aaron Hurst, president and founder, Taproot Foundation

• Nora Silver, director, Nonprofit and Public Management Program, Haas School of Business, University of California, Berkeley

2:00–2:50 pm
CEO Track—By invitation only; pre-registration required.

Issues in the Foundation-Nonprofit Relationship—How do nonprofits and the foundations that fund them develop a working relationship that creates trust, open discourse, and feedback loops that help both? What are some new developments in this field?

• Hilary Pennington, IS board member; CEO, Jobs for the Future

• Edward Skloot, executive director, Surdna Foundation

How To Deal with the Media in a Crisis—Everyone wants the publicity. Or do they? If you find yourself in a media crisis, what’s the right thing to say and do? And what do you do to avoid the crisis?

• Ruth Wooden, CEO, Public Agenda Foundation

Board Training, Board Compensation—What does it take to get a board up to speed and keep them there? Do they have to be paid? If so, how much?

• Märianne P. Eby, former interim CEO, BoardSource

3:00–3:50 pm
CEO Track—By invitation only; pre-registration required.

Ethics for CEOs—In these new times of scrutiny, what do CEOs need to do and know about ethics to set the right tone and lead on this issue?

• Graham Phaup, executive director, Institute for Global Ethics

It Is Tough and Lonely Up There: Personal Renewal for CEOs—As a leader, how do you take care of yourself? A life out of balance can have consequences for your organization.

• Linda Hawes Clever, M.D., chair, Department of Occupational Health, California Pacific Medical Center

A Conversation About Payout—What is all the talk about payout? Will an increase in the payout rate ease the fiscal crisis or create new problems for foundations?

• Michael Klausner, professor of law, Bernard D. Bergreen Faculty Scholar, Stanford Law School

3:30–4:00 pm
Coffee Break and Book Signing

• Kathleen McCarthy, IS board member; director, Center on Philanthropy and Civil
  Society, The Graduate Center, City University of New York; author, American Creed:
  Philanthropy and the Rise of Civil Society, 1700-1865

4:00–5:30 pm
Plenary: Facing the New Accountability Challenge—The attorney general of the most populous state in the nation will share his views on the new public-private partnership required to earn trust and confidence in this unprecedented era of economic crisis and scrutiny. Expert respondents will debate how the nonprofit sector can “police” itself and whether new regulation is warranted or constitutes a threat.

Moderator:

• William E. Trueheart, IS board member; chair, IS Ethics and Accountability Committee; president and CEO, The Pittsburgh Foundation

Keynote:

• Bill Lockyer, attorney general, State of California

Respondents:

• Michael Klausner, professor of law, Bernard D. Bergreen Faculty Scholar, Stanford Law School

• Paula Van Ness, president and CEO, Make-A-Wish Foundation of America; IS board member

Sponsored by State Street Corporation

6:00 pm Buses begin loading for Asian Art Museum

6:30–9:00 pm
Host Event: Asian Art Museum—The Conference Host Committee invites you to network with colleagues and enjoy inspiring works of art at San Francisco’s newest cultural landmark, the Asian Art Museum.

Sponsored, in part, by the Asian Art Museum, The California Endowment, and ChevronTexaco

-Top of Page-

7:30–8:50 am
Breakfast Roundtables—Explore a topic of special interest to you over breakfast with colleagues and experts in the field.

Theme Tracks:

Building Accountability

1. Effective Board Assessment—Joy Folkedal, consultant, BoardSource

2. International NGO Accountability: The Case of InterAction’s Private Voluntary Organization Standards—Ken Giunta, vice president, American Council for Voluntary International Action

3. Form 990 and the Electronic Data Initiative for Nonprofits (EDIN)—Claudia Holtzman, project director, EDIN, INDEPENDENT SECTOR

4. Strategies for Raising the Bar for Boards—Richard Legon, executive vice president, and Richard "Tom" Ingram, president, Association of Governing Boards of Colleges and Universities

5. Corporate Accountability in the Nonprofit Sector—Kimberly McCormick and Neil Erickson, partners, not-for-profit industry group, Grant Thornton LLP

6. Benchmarking for Nonprofits: How to Measure and Improve Performance—Jason Saul, founder and CEO, B2P Commerce Corp.

7. A Draft Code of Ethics for the Nonprofit and Philanthropic Sector—Peter Shiras, senior vice president for programs, INDEPENDENT SECTOR

8. Corporate Responsibility to Weather Tough Times—Camilla Nelson, senior program manager, corporate philanthropy and education, Hewlett-Packard Company

9. Dilemmas in Philanthropy—Martin Taylor, vice president, organizational services, Institute for Global Ethics (Bring a dilemma for discussion.)
   
   Meeting the Fiscal Challenge
    

10. The Impact of Recent State Fiscal Crises on Nonprofit Organizations and the People They Serve—Alan Abramson, director, and Cinthia H. Schuman, associate director, Nonprofit Sector and Philanthropy Program, Aspen Institute (Based on a paper by Woods Bowman)

11. How to Get Foundations to Adequately Fund the Core Operating Needs of Nonprofits—Rick Cohen, executive director, National Committee for Responsive Philanthropy

12. Workplace Giving: Towards an Accord on Financial Practices and Standards of Conduct—Matthew Howe, executive director, National Alliance for Choice in Giving

13. Business Plans for Nonprofits—Melissa Krinzman, president and CEO, Venture Architects

14. Controlling Unemployment Costs in Uncertain Times—Ron Lawson, director, Northeast Region, Joint Agencies' Trust

15. Organizing the People in Our Communities to Identify Needs and Get Involved with Grantmaking—Lois Moore, trustee, Marin Community Foundation

16. Exploring the Impact of Socially Responsible Community Investing—Jean Pogge, senior vice president, Mission Based Deposits, ShoreBank (Chicago)
    
    Shaping Civil Society
     

17.  Involving Boards in Advocacy Efforts—Marcia Avner, public policy director, Minnesota Council of Nonprofits (Based on her new book to be published in 2004)

18. 2-1-1: Increasing America’s Capacity to Access Services and Engage in Civic Life—Michael Brennan, executive vice president, United Way of America

19. New Insights on the Funder/Grantee Relationship—Kevin Bolduc, associate director, The Center for Effective Philanthropy

20. Using Scenario Thinking and Other Futures Tools to Improve Strategic Thinking, Better Navigate Uncertainty, and Craft More Compelling Visions—Katherine Fulton, partner and senior practitioner; Andrew Blau, practitioner; and Diana Scearce, practitioner, Global Business Network

21. Evaluating Technology’s Impact on Nonprofit Mission—Joan Fanning, executive director, Npower

22. Effective Advocacy: What's Working for You?— Jonathan Katz, chief executive officer, National Assembly of State Arts Agencies (Plan to share your experiences, strategies, and success stories.)

23. Youth Philanthropy and Service Learning—James Kielsmeier, president and CEO, National Youth Leadership Council, and Ted Gross, executive director, Common Cents New York

24. What Is Being Done About The Rise of Executive Turnover at Nonprofits?—Linda Wood, senior program officer, Evelyn and Walter Haas, Jr. Fund, and Tim Wolfred, director, executive leadership services, CompassPoint Nonprofit Services

25. Preparing College Students for Leadership in the Nonprofit Sector—Richard Potter, vice president, development and communications, American Humanics

26. Advocacy Challenges: Protecting Nonprofit Advocacy—Scott Schell, public affairs director, Brennan Center for Justice, New York University (Discussion to include status of Dobbins v. Legal Services Corporation)

27. Building a Dynamic Workplace: How a Participatory Environment Fosters Productivity, Commitment, and Pride—Kathleen Sheekey, co-director, Advocacy Institute

28. Overview of Civil Society Strengthening Programs—Vic Sutton, executive director, CIVICUS: World Alliance for Civic Participation
    
    Additional Offerings
     

29. Information Sharing and Connecting Strategies for NACC Member Centers—Amy McClellan, executive director, Nonprofit Academic Centers Council

30. Strategic Communication: From Barriers to Breakthroughs—Lynne Murphy and Vikki Spruill, founding partners, FoundationWorks

31. Executive Evaluation: The Sad State of the Art—Donn Vickers, The Academy of Leadership & Governance (Bring your best ideas and worst war stories.)
    
    Emerging Leaders Program (especially for ELP Track registrants)
     

32. The Executive Coaching Project: Helping New Leaders Navigate Through Challenging Times—Michelle Gislason, special projects director, and Steve Lew, staff consultant, CompassPoint Nonprofit Services

33. The Next Generation of Nonprofit Sector Leadership: A Conversation with Civil Society’s “Old” and “New” Guard on Recruiting and Retaining Talent—Shelly Cryer, director, Initiative for Nonprofit Sector Careers, Wagner Graduate School of Public Service (NYU); Dan Kessler, co-director, Campus Programs, Idealist.org/Action Without Borders; Rusty Stahl, executive director, Emerging Practitioners in Philanthropy

7:30–8:50 am
The Jugglers’ Aid Society: Keeping the Important Balls in the Air—This session will provide opportunities for reflection and interaction plus practical and proven approaches for refreshing values, replenishing energy, redefining goals, and reviving optimism.

Speaker:

• Linda Hawes Clever, M.D., chair, Department of Occupational Health, California Pacific Medical Center

7:30–8:30 am
CEO Track—By invitation only; pre-registration required.

Broadening the Revenue Stream through For-Profit and Other Joint Ventures—What are others doing to create new wealth for the organization?

• Al Miller, president and CEO, FEGS Health and Human Services System

Now That I Know What I Don’t Know...—New and mid-term CEOs who are still trying to figure it all out get a chance to ask each other the “how to” questions that still keep popping up.

• Rick Smith, interim executive director and CEO, Northern California Grantmakers

9:00–10:30 am
Concurrent Sessions—Choose from six breakout sessions exploring the conference themes.

Moderator:

• Timothy Lyman, president and executive director, Day, Berry & Howard Foundation, Inc.

Speakers:

• Cynthia Carr, general counsel, Save the Children

• Helal Omeira, executive director, Council on American-Islamic Relations (CAIR) Northern California

• Heather Ryan, associate director, Global Greengrants Fund

Speak Out: Social Enterprise and Nonprofit Sustainability in a World of Declining Assets—Many nonprofit organizations today are introducing or expanding earned-income enterprises, and funders are looking for ways to promote sustainability of their grantees. This session will provide practical, take-home tools for nonprofits considering such ventures, as well as tips for funders from funders who have helped nonprofits get started down this road.

Moderator:

• Jim Pitofsky, partner, Social Enterprise Alliance

Speakers:

• Gregg S. Behr, president, The Forbes Funds

• Bessanderson McNeil, board member, Social Enterprise Alliance

• Velma Monteiro-Tribble, senior program officer, Alcoa Foundation

From Cutbacks to Consolidation: Managing Nonprofits in Tough Economic Times—
Economic realities challenge us to find new ways to manage and structure our organizations and our programs. Can we cut back staff and programs without cutting off our future? When should we consider mergers? Are there any new solutions? Hear hard-won advice from our panel of experts drawing from on-the-ground experiences in making tough management choices in the face of reduced resources.

Moderator:

• Cathy O. Robbins, associate vice president, El Pomar Foundation

Speakers:

• Victoria A. Emmons, director of development, California Police Activities League

• Robert Harrington, senior associate, La Piana Associates

• Denice Williams, deputy director, Community Resource Exchange

Shaping Public Opinion: What Really Works?—Public confidence polls, press reports, and recent public policy decisions present a grim picture for the nonprofit and philanthropic sector. How can we raise the profile and power of our community in the eyes of the public? Explore lessons learned from three major initiatives that have used advertising campaigns, grassroots efforts, and other techniques to shape public opinion on specific policy issues.

Moderator:

• Joe Ervin, director, Knight Community Partners Program, John S. and James L. Knight Foundation

Speakers:

• Jon Pratt, executive director, Minnesota Council of Nonprofits

• Frank Sharry, executive director, National Immigration Forum

Ethical Decision-Making for Nonprofit and Foundation Leaders—Every day, you make tough choices that either enhance or detract from the ethical fitness of your organization or company. Join a highly interactive workshop to help you become ethically aware, define values, analyze ethics, and resolve dilemmas.

Moderator:

• Peter Goldberg, IS board member; president and CEO, Alliance for Children and Families

Speaker:

• Graham Phaup, executive director, Institute for Global Ethics

9:30–10:30 am
CEO Track—By invitation only; pre-registration required.

A Conversation with Diana Aviv—An opportunity for CEOs to help shape the future direction of INDEPENDENT SECTOR’s work.

• Diana Aviv, president and CEO, INDEPENDENT SECTOR

10:30–11:00 am
Coffee Break and Book Signing

• Peter Schwartz, co-founder and chairman, Global Business Network; author, The Art of the Long View: Planning for the Future in an Uncertain World and Inevitable Surprises: Thinking Ahead in a Time of Turbulence

11:00 am–12:30 pm
Forums—Select one of three provocative forums.

Balancing Security and Liberty: What Is Our Role as Citizens and Nonprofit Organizations?—Two years after the terrorist attacks of September 11, 2001, America is still struggling to strike the right balance between safety and freedom. Are we threatening the very core of our democratic way of life by sacrificing civil liberties? Are we still vulnerable to further attacks because we have not yet acted to secure our freedom? What is our responsibility as individuals and as organizations of civil society in this realm?

Moderator:

• Karen Narasaki, IS board member; president and executive director, National Asian Pacific American Legal Consortium

Speakers:

• Gara LaMarche, director, U.S. Programs, Open Society Institute

• Noel Saleh, staff attorney, ACLU Michigan

• Michael Wang, Assistant U.S. Attorney, Department of Justice

Engaging the 50+ Cohort—Nearly 80 million highly experienced, educated, and active Baby Boomers will soon reach retirement age—presenting a golden opportunity for nonprofit organizations looking to engage this generation as allies in solving community problems. Get helpful advice on how to tap the experience and interest of older Americans for your cause.

Moderator:

• Kathleen McCarthy, IS board member; director, Center on Philanthropy and Civil Society, The Graduate Center, City University of New York

Speakers:

• Kimberly Adler, manager, recruitment and recognition, Volunteer Resources, AARP
• Marc Freedman, founder and president, Civic Ventures
• Eunice Nichols, director, San Francisco Experience Corps

Under the Microscope: The New Environment of Scrutiny and Accountability—The nonprofit and philanthropic sector is entering a new era characterized by growing skepticism by donors, the media, government regulators, and the courts. Explore the factors that have created this new environment, how a strong communications strategy can help, and what’s ahead in government regulation and enforcement.

Moderator:

• Art Taylor, IS board member; president and CEO, BBB Wise Giving Alliance

Speakers:

• Belinda Johns, deputy attorney general, State of California; president, National Association of State Charity Officials

• Amber Khan, executive director, The Communications Network, Inc.

• Robert Ottenhoff, president and CEO, GuideStar-Philanthropic Research, Inc.

11:00 am–12:30 pm
CEO Summit—Inevitable Surprises: A Discussion with Peter Schwartz—Join your fellow CEOs at this capstone of the CEO Track for a provocative discussion on how we can better anticipate the future and, specifically, what CEOs of nonprofit and philanthropic organizations can do to prepare for the turbulent times of today and tomorrow.

The CEO Summit is by invitation only and limited to 120 participants.

Convener:

• David Eisner, IS board member; presidential nominee for CEO, Corporation for National and Community Service

Moderator:

• Katherine Fulton, partner and senior practitioner, Global Business Network

Speaker:

• Peter Schwartz, co-founder and chairman, Global Business Network; author, The Art of the Long View, When Good Companies Do Bad Things, and Inevitable Surprises: Thinking Ahead in a Time of Turbulence

Sponsored by the Levi Strauss Foundation

12:30–1:00 pm
Book Signing

• Benjamin R. Barber, author, Jihad vs. McWorld: How Globalism and Tribalism Are
  Reshaping the World and Fear's Empire: War, Terrorism, and Democracy

1:00–2:30 pm
Closing Plenary Luncheon: What Kind of Society Do We Want?—The conference will come to an inspiring close with bestselling author Benjamin R. Barber as he connects our work to human rights, economic development, democracy, and security around the globe.

Moderator:

• Kevin Klose, IS board member; president and CEO, National Public Radio

Speaker:

• Benjamin R. Barber, author, Jihad vs. McWorld and Strong Democracy

The closing luncheon will also include the presentation of the 2003 Virginia A. Hodgkinson Research Prize, recognizing outstanding published research that furthers our understanding of philanthropy, voluntary action, nonprofits, and civil society in the United States and abroad.

Award Presenter:

• Howard Tuckman, dean, School of Business, Rutgers University

Honorees:

• FIRST PRIZE: Benjamin Gidron, Stanley N. Katz, Yeheskel Hasenfeld, editors, Mobilizing for Peace

• SECOND PRIZE: Laurence J. Friedman, Mark D. McGarvie, editors, Charity, Philanthropy and Civility in American History

The 2003 Virginia A. Hodgkinson Research Prize presented at the closing luncheon is sponsored by The NonProfit Times and other funders.

3:00–5:00 pm
Tenderloin Community Walking Tour—Complete your conference experience with a walking tour of the Tenderloin neighborhood, a community on the rebound because of the activism and vision of citizens and nonprofits. The lead agency tapping into the energy and commitment of this community to turn itself around has been the Tenderloin Neighborhood Development Agency (TNDC), which now has 21 buildings serving 3,000 people with affordable housing and support services. The achievement of TNDC's mission “to provide safe affordable housing with support services for low-income people of the Tenderloin community, and be a leader in making the neighborhood a better place to live,” has been accomplished through very creative problem solving and a systemic, long-term view. Hear the story and insights from your tour guides, both of whom have been intimately involved in this transformational and successful effort.

Hosts:

• Brother Kelly Cullen, executive director, Tenderloin Neighborhood Development Corporation

• Frank M. Jordan, former San Francisco mayor and chief of police

-Top of Page-