Sessions and Speakers

Following are the sessions offered during the 2020 conference. Click the name of the session or speaker for more details.

Schedule at a Glance

Monday, April 20th

Location: Ashland Hills Hotel & Suites, Ashland, Oregon

  • 7:00 – 8:00      Registration and Complimentary Breakfast
  • 8:00 – 9:10      Welcome and Keynote
  • 9:30 – 10:45    Breakout Session 1
  • 11:00 – 12:15  Breakout Session 2
  • 12:15 – 1:15    Lunch (provided)
  • 1:30 –  2:45     Breakout Session 3
  • 3:00 – 4:15      Breakout Session 4
  • 4:30 – 5:45      Networking Reception – Join us for wine tasting from local wineries, hors d’oeuvres, live music and a no-host bar hosted by the Nonprofit Association of Oregon (NAO)

Tuesday, April 21st

  • 7:00 – 8:30     Leadership Forum Breakfast: Board and Staff together with Jesse Beason (optional, additional cost – can be added during registration)
  • 9:00 – 12:00   Half Day Workshops

Monday, April 20, 2020

7:00am – Check-In & Breakfast
8:00am – Keynote Address

Tapping Into the Joy Inside Us All

Keynote Address by Ella L.J. Bell, Professor, Tuck School of Business at Dartmouth College

Within each of us is a spark of joy that fuels our ongoing commitment to the causes and communities we serve. Particularly during complicated times like those we currently face, our work as nonprofit leaders can feel exhausting. How can we tap into our own spark of joy and share it with each other, to regularly renew that sense of inspiration that first called us to serve the greater good?

Ella L.J. Bell, Professor at the Tuck School of Business at Dartmouth College, is a nationally recognized researcher and advocate on women’s workplace issues. She has shared her expertise and knowledge on discriminatory barriers in the workplace, strategic leadership, managing inclusion, and work-life balance with leaders across the country. Ella is considered by industry and the academy to be one of the leading experts in organizational change, and the management of race, gender and class in organizational life.

As our keynote speaker, Ella will bring her contagious positive outlook to help us both rediscover our own spark of joy and practice sharing that joy with each other, to strengthen a collective wave of inspiration that will keep us energized around our commitment to goodness and positive impact for the communities we serve.

9:30am – Breakout Session 1 Options

Engaged and Effective Board Members – What Does It Take?

Board members are at the heart of every nonprofit organization. They act as standard bearers and set policy, act as advocates and fundraisers, set strategy in support of the mission, and strengthen and stabilize the foundation upon which the organization’s staff conducts its work. Both art and science are required to develop and maintain an invigorated, engaged board that can effectively fulfill this complex role.

Jennifer Staton, Program Associate with the Gordon Elwood Foundation, and Jim Maddux, seasoned volunteer and community advocate, will help participants implement a variety of strategies for ensuring your board is engaged and able to effectively move your organization forward. They’ll present actionable ideas in a practical, user-friendly format so participants can put their learnings into practice right away.

This session, designed for board members and staff of both well-established and grassroots organizations, will touch on such topics as board management and expectations, committee structures, communication between board and staff and board and community, optimal use of board meeting time, and evaluation as a valuable tool. Participants are encouraged to bring their questions and participate in the discussion for a shared learning experience.

Liabilities, income statements, cash flow…oh my! Getting comfortable with basic budgets and financial statements

Nonprofit staff need a good understanding of finances and budgeting to effectively secure, track and utilize financial resources. Beyond the accounting department, senior staff, program staff and fundraisers can greatly benefit from having the acumen to manage and articulate your nonprofit organization’s finances.

This session, led by La Clinica colleagues Jill Borovansky, Chief Financial Officer, and Maria Ramos Underwood, Chief Development Officer, will help participants build their skills in preparing an effective, understandable budget, interpreting financial statements and using them to report budget progress, and handling a re-budgeting process. They’ll also help you think through what to consider for long-term budget planning and how budgeting and financial reporting can impact fundraising.

 

The Changing Landscape of Grants: Grantmakers Share Insights

Many local and regional grantmakers value this conference as an opportunity to engage directly with nonprofit leaders face-to-face. This session will feature a panel discussion among a select group of foundation representatives who will share valuable information for any nonprofit organization considering applying for grants.

Panelists (to be named) will offer timely information about the changing landscape in philanthropy and how this has influenced updates to their grantmaking focus and criteria, in an effort to more effectively address the changing needs of the communities they serve. Participants will have the opportunity to ask panelists questions.

This session is highly recommended for conference attendees registering for one or more Meet the Funders sessions later in the day.

 

11:00 am – Breakout Session 2 Options

Building Organizational Resilience: Preparing for Economic Downturns and Other Surprises

Is your organization ready to weather the next economic downturn? Are you prepared to take quick and decisive action to ensure your organization can continue fulfilling its mission despite the ups and downs of the economy or other unforeseen setbacks?

Too often, disruptions and upheavals sneak up and surprise us. This session will offer participants critical guidance for making your organization more resilient by planning ahead, getting your finances in order, and learning to recognize the signs of economic downturn before it occurs. You’ll hear from a panel of experts with real-life experience about how data, trends, and specific planned steps can help your nonprofit be more resilient, adapt to changes, and swiftly recover from setbacks.

This lively panel discussion, facilitated by Annie Jenkins, Consultant at 28-East, will feature individuals who all gained valuable lessons during the last economic downturn, and who each bring a unique perspective, including the nonprofit sector and the financial services industry:

The session will leave participants better-prepared to take preventive action through a list of critical steps before an economic downturn begins.

Meet the Funders – Session #1

A face-to-face conversation with a grantmaker can sometimes make all the difference in determining if your program aligns with their competitive criteria. It can help you figure out how to articulate your organization’s value to the right funders, and decide which funders’ grant programs you should focus on with your limited valuable time. The perennially popular Meet the Funders session offers participants the chance to meet with foundation representatives in small group settings for quick and valuable conversations.

With our new structure for 2020, you’ll rotate three times to a different table hosted by a particular funder. You’ll have exactly two minutes at each table to give your “elevator speech” about your organization or a specific program for which you’re seeking funding. You won’t be able to meet with every funder in attendance, so do your advanced research to prioritize by reading about the attending funders HERE.

Participants of this session are encouraged to also register for The Changing Landscape of Grants panel discussion session on Monday at 9:30am. Furthermore, our lunch break offers additional unstructured time to mingle with funders and fellow nonprofit leaders alike.

Click HERE to read about the 2020 participating foundations.

Establishing and Maintaining a Volunteer Workforce: A Practical Approach

For many nonprofits, volunteers are fundamental participants in the delivery of the organization’s mission. But how can you harness the potential impact that can occur through volunteers without a practical volunteer management approach?

In this session, Laura Nicholson, Supervisor of Volunteer Services for Asante, will lead participants in understanding the fundamental strategies and tactics for recruiting, maintaining and recognizing volunteers. She will discuss how to attract potential volunteers with a compelling recruitment message, maintain a pool of fulfilled volunteers by developing a sense of dedication tied to the organization’s mission and pathways to more significant volunteer roles, and regularly recognize and celebrate volunteers to ensure continued engagement.

Participants will be able to implement practical and tangible takeaways for managing an effective volunteer workforce over time, using take-home resources that will support a deeper dive into the nuances of volunteerism. This session will be beneficial for anyone whose role involves recruiting, organizing and overseeing volunteers.

12:15pm – Lunch
1:30pm – Breakout Session 3 Options

Leadership Inside Out (Double Session)

***This is a double session that requires registration for BOTH breakout sessions 3 & 4***

Wise and seasoned leaders understand their best leadership characteristics come from within. While much has been stated on how leadership can be taught, it is the development and nurturance of personal characteristics that builds leadership potential. Such characteristics include integrity, courage, determination, humility, and intelligence, among others.

The goal of this extended session, designed for individuals in leadership roles, is to create a safe space for participants to reflect, uncover and discuss those leadership traits that all too often stay hidden inside of us.  A key objective is to deepen self-awareness and authenticity.

Ella Bell, Professor at the Tuck School of Business at Dartmouth College, is a nationally respected managerial consultant considered by industry and the academy to be one of the leading experts in organizational change. Ella will lead participants through a series of experiential exercises designed to enhance leadership capacity.

The Stories that Connect Us: Using Storytelling for Shared Understanding and Deeper Relationships in Rural Communities

Nonprofit staff and volunteers have always used stories to communicate impact. Storytelling can bring an organization’s mission to life in a way statistics and other data points never could. Storytelling helps build connections in a time of increasing separateness, strengthens relationships, and supports a shared understanding of an organization’s purpose, values, and impact among internal and external stakeholders.

Storytelling is particularly important in rural communities, where limited messaging resources and opportunities increase the value of authentic connections.  Stories can also play an important role in breaking through the urban lens to bring a rural voice to broader policy issues impacting our communities.

In this session, designed for seasoned and developing leaders of rural community organizations, Seth Kaplan, Executive Director of A Greater Applegate, will help participants improve their ability to use storytelling to strengthen connections and understanding among colleagues and with community members, funders, and other stakeholders. Seth will teach us how to use stories to make space for voices that need to be heard, to address difficult issues, to strengthen commitment to mission and purpose, and to connect to constituents at a deeper level.

Meet the Funders – Session #2

A face-to-face conversation with a grantmaker can sometimes make all the difference in determining if your program aligns with their competitive criteria. It can help you figure out how to articulate your organization’s value to the right funders, and decide which funders’ grant programs you should focus on with your limited valuable time. The perennially popular Meet the Funders session offers participants the chance to meet with foundation representatives in small group settings for quick and valuable conversations.

With our new structure for 2020, you’ll rotate three times to a different table hosted by a particular funder. You’ll have exactly two minutes at each table to give your “elevator speech” about your organization or a specific program for which you’re seeking funding. You won’t be able to meet with every funder in attendance, so do your advanced research to prioritize by reading about the attending funders HERE.

Participants of this session are encouraged to also register for The Changing Landscape of Grants panel discussion session on Monday at 9:30am. Furthermore, our lunch break offers additional unstructured time to mingle with funders and fellow nonprofit leaders alike.

Click HERE to read about the 2020 participating foundations.

3:00pm – Breakout Session 4 Options

Hints for New Grantseekers: How to Get Your Great Idea Funded

You have a great idea that meets an important community need.  Can you get a grant to make it happen?

Polly Williams of The Carpenter Foundation will tell you what funders look for in a proposal, including information about your organization and on the project itself.  Learn how to ensure that you submit a “complete application” and hear how foundations decide whether or not to invest in your organization and project.

This always popular session is designed for those who are new to grant writing or those who want a refresher on the basics.    

 

 

Using Humor to Spark Joy and Creativity 

Ditch the “lunch & learn” and come to this “laugh & learn!” A good joke packs a harder punch than many other forms of dialogue, and it can reach people who would otherwise be unwilling to listen.  Nonprofit staff and volunteers regularly act as storytellers, and when you add a laugh, you can really make your story pop! Humor can also diffuse challenging or awkward encounters and help build camaraderie among stakeholders.

Carl Lee is a national touring comedian who locally manages Chadwick’s Comedy Club. He’s also worked and volunteered with several human services organizations throughout the Rogue Valley. Carl will share what he’s learned about leveraging humor within the nonprofit sector, engaging participants in exercises to foster creativity, content, logic, timing, and perspective.

Carl will review a variety of comedic devices, such as repetition, hyperbole, understatement, double entendre, puns, juxtaposition, mistaken identity, taboo, timing, slapstick, stereotype, parody, spoof, satire, sarcasm, irony, self-deprecation, prop humor, oxymoron, absurdity, and the rule of three. You’ll enjoy some comedy along the way, and leave with a good solid joke and an understanding of your best comedic style.

 

Leadership Inside Out (Double Session)

***This is a double session that requires registration for BOTH breakout sessions 3 & 4***

Wise and seasoned leaders understand their best leadership characteristics come from within. While much has been stated on how leadership can be taught, it is the development and nurturance of personal characteristics that builds leadership potential. Such characteristics include integrity, courage, determination, humility, and intelligence, among others.

The goal of this extended session, designed for individuals in leadership roles, is to create a safe space for participants to reflect, uncover and discuss those leadership traits that all too often stay hidden inside of us.  A key objective is to deepen self-awareness and authenticity.

Ella Bell, Professor at the Tuck School of Business at Dartmouth College, is a nationally respected managerial consultant considered by industry and the academy to be one of the leading experts in organizational change. Ella will lead participants through a series of experiential exercises designed to enhance leadership capacity.

4:30pm – Nonprofit Association of Oregon’s Networking Reception

 

Tuesday, April 21, 2020

7:00am – Optional Tuesday Morning Leadership Breakfast Forum

The Table We Set: From the Boardroom to the Capitol

Breakfast Leadership Forum
Tuesday, April 21st 
7:00am – 8:30am

The Breakfast Leadership Forum is a perfect stand-alone presentation designed for board members and senior staff. It is an opportunity to learn together. Because nonprofit board members may not have time to attend the entire conference, this forum is offered as a separate event –you can attend just this one event or combine it with a full conference registration.

Jesse Beason‘s special morning presentation is sure to be both engaging and productive, so consider registering several representatives from your organization, enjoy breakfast together, and start the day inspired!

7:00am – 8:30am –  (optional, additional cost – can be added during registration)

The Table We Set: From the Boardroom to the Capitol

Jesse Beason is President & CEO of the Northwest Health Foundation, promoted in 2019 after several years as their public affairs director. Earlier in his career, he served in Portland City Hall and ran a nonprofit helping people buy their first homes. Now, Jesse is part of the foundation’s push to expand the boundaries of what it means to invest in the health of our community members.

During our special leadership breakfast session on Tuesday morning, Jesse will share his own personal experiences and observations from his work in and with the nonprofit sector about the good that can come from reflective representation. He will challenge nonprofit board members and senior staff to consider how you can better achieve your organization’s mission by ensuring that those communities you serve are properly represented both within your organization and beyond.

Again, you can join us just for Jesse’s keynote if you cannot attend the full conference!

Please note:

Registration fee: $25 per person
There are no early bird or group discount available.
Conference attendance is not required to attend this event.
A separate registration/fee is required for this event.
The fee includes the cost of breakfast.

9:00am – 12:00pm – Half Day Workshops

Recognizing the Invisible Systems in Which We Operate: Advanced Cultural Agility Skills

Has your organization hit a plateau in your Cultural Agility (CA)/ Equity, Diversity, and Inclusion (EDI) efforts? Do you wonder what could help foster deeper change? This in-depth session will help you better understand the unseen systems that create inequities, and analyze how you can reclaim your power to create better outcomes for the communities your organization serves.

Gilda Montenegro-Fix, senior Cultural Agility consultant and trainer, will lead this interactive three-hour session tailored for intermediate and advanced CA/EDI champions and supporters. She will help us see the unseen systems in which our nonprofits function – the “water we are swimming in” – which operate with our unconscious participation.

If you have prior CA/EDI knowledge and are ready to be a stronger supporter and champion of CA/EDI at your organization, then this workshop is for you. Gilda will guide you on a journey of discovery, assessing your organization’s current reality, getting inspired to reach your goals, and taking action informed by new clarity. Workshop participants will be able to: 

  • Analyze your identity through an equity lens 
  • Discuss systemic oppression (distinguishing it from individual prejudice or institutional exclusion) and list some of its effects on those we work with 
  • Apply tools for interrupting oppressive situations, and identify and practice equity advocate behaviors 

Successful Fundraising and Other Communications Using the Power of Data

The key to successful fundraising and other communications campaigns is using data to deliver the right message to the right person at the right time.

This in-depth three-hour session will show participants how to mine donor data to effectively target potential supporters with communications that feel personal and relevant to each individual recipient. You’ll also learn how to segment your digital and traditional communications (yes, including direct mail!) to strategically attract and retain donors.

Ceci Dadisman, a nationally respected expert at using innovative methods to market nonprofits, will focus on free and low-cost resources that participants can use to immediately implement recommended approaches for more effective fundraising communications.

Marketers and fundraisers with all levels of expertise at any organization will gain important insights in this session, including:

  • See how data can be used to determine interests and propensity to convert
  • Learn how segmentation can lower costs and maximize results
  • Discover how you can use messaging variations to engage each segment
  • Set up strategic communications to allow your patrons to self-select their interests

The Critical Role Nonprofits Play in Embodying and Strengthening Civil Society

This in-depth three-hour session will offer participants a chance to think critically about how you approach both external advocacy and internal decision-making, and how those approaches can either degrade or strengthen the foundations of our civil society based on democratic principles. We will discuss a continuum of engagement from the perspective of the nonprofit organization, including:

  • Engaging in advocacy to influence policies that effect your target populations/causes.
  • Encouraging your target populations to participate in civil society, including not only voting and participating in the census, but also in other ways big and small throughout the year.
  • Examining your own internal processes for making decisions that impact the programs and services you offer, and specifically evaluating if the right people are included.

The session will feature panel discussions interspersed with interactive exercises and dialogue among participants.  Jim White, executive director of the Nonprofit Association of Oregon, will facilitate discussion among our panelists, who bring a wealth of expertise and personal experiences that inform their own approaches to strengthening civil society through their work:

  • Jesse Beason, President & CEO of the Northwest Health Foundation
  • Michelle Carrillo, Initiative Director, Wild Rivers Community Foundation/Building Healthy Communities
  • Kurt Hildebrand, Executive Director of College Dreams
  • Lindsey B. Jones, Communications Coordinator for Illinois Valley Community Development Organization (IVCanDO)
  • Robin Teater, Executive Director of Healthy Democracy

Participants will leave the session inspired and better prepared to consider their own organization’s opportunities to operate in democratically-principled ways that further empower the people they aim to serve and further strengthen the impact of the community’s voice.