2015 Conference Program - Grants Managers Network

Transcription

PERSPECTIVES2015
Grants Managers Network
10th Annual Conference
March 16–18, 2015 • National Harbor, MD
How Grants Get Made
HOTEL MAP
Make Connections and Expand Your Network
This year's conference includes a number of events and opportunities for you to network
with your fellow attendees:
•• Morning Walks
•• Speed Networking, Regional Meetings,
and Information Sessions
•• Welcome Breakfast
•• Opening Reception sponsored by KPMG
•• Exhibit Hall
•• Volunteer Reception
•• Scavenger Hunt
•• Dine-Arounds
•• Regional Roundtables
•• Post-Conference Event
•• Connections Committee Happy Hour
CONFERENCE APP AND SOCIAL MEDIA
GMN Conference—There’s an app for that!
Sponsored by The Leona M. and Harry B. Helmsley Charitable Trust
GMN has a new and improved app for our 2015 conference, and we want you to use it to
connect throughout the conference. Here are quick instructions for downloading the app: Download Steps:
1. Download the app by clicking crowd.cc/s/4eYY, or search app stores for “GMN2015,”
“GMN 2015,” “GMN,” “Grants Managers Network.”
2.Open the app and select OK to receive push notifications.
3.Tap on “GMN2015” to complete the install and open the app.
4.Log in with your Registration Code by tapping on any icon and selecting Log In.
5.Input your Registration Code and either the email or name you used to register
(Note: If you do not have your Registration Code, use the “Retrieve it here” link
to have the code sent to you.)
App Download URL: crowd.cc/s/4eYY When entered into a mobile browser, this will take you to the app in stores.
Event Download URL: crowd.cc/gmn2015 This link allows BlackBerry and Windows users to view the event content. The event can
be viewed in any web or mobile browser via the URL. EVENT EXTRAS There’s a lot of functionality hidden behind a slide wall, so tap on the three Menu bars
in the top left corner to see our Event Extras, where you’ll have access to your schedule,
messages, contacts, and notes. Be sure to check out the Event Compass to see our Social Wall—a list of all the activity
going on with the #GMN2015 hashtag. This is also where you’ll find notifications like room
changes and updated schedule announcements. If you have questions before the conference or on site, please see the Event Professionals
team at the registration desk or contact Nikki Powell at [email protected]. Help make this our most social
conference ever!
Use Twitter and Facebook to talk about what you’re learning, who you’re
meeting, and the connections you’re making at the 2015 conference.
facebook.com/grantsmanagersnetwork
twitter.com/grantsmanagers
#gmn2015
10TH ANNUAL GRANTS MANAGERS NETWORK CONFERENCE • PERSPECTIVES 2015
1
WELCOME
Welcome to Perspectives 2015—
the 10th Annual Conference of Grants Managers Network!
We are delighted to have you here among so many of our peers and colleagues, philanthropy’s
senior leadership and experts in grantmaking. This year we have expanded time for networking
and added more breakout sessions and new features like Short Talks, all with the intention of
providing a richer, more fulfilling conference experience for each participant.
Please join us in thanking the volunteers, speakers, and staff who have made this conference
possible. We also extend our thanks to the sponsors and exhibitors for their support of this
event and the profession.
Our goal this year is to share and discuss as many perspectives on grantmaking as possible,
and that includes yours. We look forward to hearing how the profession, and your role, is
evolving; the current challenges you face in your daily work; and the solutions you’ve found to
make your grantmaking more efficient and effective. Last year, participants reported nearly
500 ways that they planned to improve how they do their work as a direct result of what was
learned at the conference. Let’s beat that total in 2015!
Thank you for joining us at the conference and for participating with Grants Managers Network.
Please share your feedback and ideas with GMN’s Board and staff throughout this conference so
that we can make this, and future events, as valuable as possible to you and your organization.
Satonya Fair
Donald W. Roeseke, Jr.
Jane Ward
Michelle Greanias
The Annie E. Casey Foundation
Conference Co-Chair
Eugene & Agnes E. Meyer Foundation
Conference Co-Chair
2
PERSPECTIVES 2015 • 10TH ANNUAL GRANTS MANAGERS NETWORK CONFERENCE
The Rockefeller Foundation
Conference Co-Chair
GRANTS MANAGERS NETWORK
GMN Board Of Directors
Kim Armstrong
Nancy Herzog
Cheryl Bean
Melanie Matthews
Gillian Cervero
Symone McClain
Mutual of Omaha Foundation
Sunflower Foundation
National Endowment for Democracy
Campion Advocacy Fund
Christopher Percopo
The Leona M. and Harry B. Helmsley
Charitable Trust
Tiffany Price
Kapor Center for Social Impact William J. and Dorothy K. O’Neill
Foundation
Suzanne Shea
The William and Flora Hewlett
Foundation
Marc McDonald
Stacey Smida
Dolores Estrada
Marcus McGrew
Patrick Taylor
Jonathan Goldberg
Carol Miller Rikard Treiber
California HealthCare Foundation
Sara Davis
The California Endowment
Surdna Foundation
AARP
The Kresge Foundation
Greater Texas Foundation
Ford Foundation
Cargill
The Energy Foundation
Peter G. Peterson Foundation
Acknowledgments
The Conference Committee and the Board of Directors of Grants Managers Network would like to
thank the following individuals and organizations for their support in making this conference possible:
Conference Sponsors
KPMG LLP Development &
Exempt Organizations (DEO)
Marva Lewis
Conference Exhibitors
The Event Professionals
Catherine Downs
MicroEdge, LLC
The Crescent Group
Eugene & Agnes E. Meyer
Foundation
Ford Foundation
Gaylord National Resort
& Convention Center
Speakers and Presenters
(many of whom volunteered their time)
And all grants management
professionals who volunteer and
contribute to the knowledge and
skills that make GMN possible.
GMN STAFF
Michelle Greanias
Executive Director
Monique Bannerman
Operations Coordinator
Jordan Faires
Development Manager
Nikki Powell
Communications Manager
Elizabeth Reed
Education Director
Miriam Williams
Manager, Membership
and Chapter Services
3
CONFERENCE COMMITTEE
The Board of Directors of Grants Managers Network would like to acknowledge the following
individuals for their hard work and commitment that made this conference possible. The
Board also would like to thank the Conference Committee and the Connections Committee
members’ employers for their support of this volunteer effort.
Conference Co-Chairs
Satonya Fair
Donald W. Roeseke, Jr.
Session Designers
Kim Armstrong
Erica Eisner Kosova
Erin Baird
Kim M. Foster
Mutual of Omaha Foundation
Allegany Franciscan Ministries,
Inc.
LaShonda Barnett
Dallas Women’s Foundation
Candy Becker
ConAgra Foods Foundation
Aiko Bethea
Crown Family Philanthropies
Francis Family Foundation
Susan Fulton
Endowment for Health
Allison Gister
Nuclear Threat Initiative, Inc.
Teresa Crawford
Frey Foundation
Sara Davis
Foundation
Arizona First Things First
Jean Kramarik
William J. & Dorothy K. O’Neill
Foundation
Christopher Percopo
Onyx Consulting
Kyle Reis
TechSoup Global
Bonnie Rivers
Connections
Committee
Jamie Amagai
The Summit Charitable Foundation
Maria-Veronica Banks
Public Welfare Foundation
TeQuion Brookins
McGregor Fund
Andrew Brown
Burroughs Wellcome Fund
Carnegie Corporation of New
York
Danielle Carr
Andrea Landes
Javier Sanchez
Proviana Colón-Díaz
Healthcare Georgia Foundation
Fundación Banco Popular
Karen Scheboth
Mary F. Dalsin
The SCAN Foundation
GHR Foundation
Suzanne Shea
Kathe Elwell
Ford Foundation
YMCA of the USA
Genise T. Singleton
Courtney A. Eskew
GlobalGiving Foundation
Stacey Smida
Bailey Fischer
Cargill
Apex Foundation
Rikard Treiber
Tiffany Francis
The Commonwealth Fund
Marie C. Lange
Independence Blue Cross
Foundation
Deb Leaf
Slaggie Family Foundation
Adam Liebling
Diane de Ryss
Bill & Melinda Gates Foundation
American Society for the
Prevention of Cruelty to Animals
(ASPCA)
Linda Diamond
Rebecca Martin
Doris Duke Charitable
Foundation
Symone McClain
Danette Peters
Patsy Kraeger
Amy Cole
National Geographic Society
Education Foundation
Tara Havlicek
Wayne Booze
The Leona M. and Harry B.
Helmsley Charitable Trust
Rosemary H. Martin
Conrad N. Hilton Foundation
Mitsubishi Electric America
Foundation
Elsa Chin
Bill & Melinda Gates Foundation
Jane Ward
The Getty Foundation
Peter G. Peterson Foundation
Department of Transportation
Foundation for the NIH
Nakia C. Horton
The Harry and Jeanette Weinberg Foundation, Inc.
Conference Committee
The Christensen Fund
Debbie Anderson
Adriana Jimenez
Sarah Percoulis
Beth Jarrard
Monterey Peninsula Foundation
J. Bulow Campbell Foundation
Julia Arno
Lynne A. Kelleher
Tiffany Price
Nadica Koskarovska
Kapor Center for Social Impact
National 4-H Council
Jennifer A. Burran
Jordan Kramer
Claire Smith
Julie J. Norwood
Foundation
Helios Education Foundation
Maureen Lackner
Claire Sterling
The Morris & Gwendolyn Cafritz Foundation
Rancho Santa Fe Foundation
University of California
The Lemelson Foundation
Guenevere Crum
The Able Trust
Kathe Elwell
YMCA of the USA
Trish Franklin
Daniels Fund
Nakia C. Horton
The Harry and Jeanette
Weinberg Foundation, Inc.
Lourdes Inga
The Christensen Fund
4
Lourdes Inga
Surdna Foundation
Maryland Judiciary
Planned Parenthood Federation
of America
The Commonwealth Fund
Gulruh G. Mamatova
Campaign for Tobacco-Free Kids
Marcus McGrew
American Society for the
Prevention of Cruelty to Animals
(ASPCA)
Stephanie Randolph
Ursula D. Stewart
Proteus Fund
New York State Health
Foundation
Jillian Misrack Galbete
Candy Torres
Foundation
Miyesha Perry
The Prudential Foundation
Alane Wallis
Nutter, McClennen & Fish, LLP
Blue Moon Fund, Inc
Kyrstin Thorson
Sonia B. Vick
Williams Family Foundation of Georgia
Ashleigh Woodard
The Home Depot Foundation
EXHIBITORS
Visit the Exhibit Hall
The Busiest Spot at GMN’s Annual Conference
Take a minute to check out the action in the Exhibit Hall where you can:
•• Learn about valuable products and services
that can make your life easier and improve
your grantmaking practices
•• Is your battery running low? Plug in your mobile device
at our charging station.
Sponsored by MicroEdge
•• Claim your daily conference giveaway
•• Check your email at our complimentary Internet Corner
Sponsored by The Annie E. Casey Foundation
•• Grab a cup of coffee
•• Complete your Exhibitor Bingo Card (included in your
registration packet) for a chance to win valuable prizes!
Exhibitors
R
DullesTechnology
PA R T N E R S
5
CONFERENCE SCHEDULE
SUNDAY, MARCH 15
MONDAY, MARCH 16
8:30 am – 5:30 pm
6:45 am – 7:30 am
Sponsored by Campion Foundation and
Virginia G. Piper Charitable Trust
ROOM: WOODROW WILSON B
Start your day with a brisk walk around the harbor! Meet your
fellow attendees at the Atrium Fountain for a 30–45 minute walk
around National Harbor. In case of rain, snow or ice, we’ll find a
route through the conference center. We will have five minutes of
stretching on either end.
Pre-Conference Workshop:
Grants Management 101
#GM101
PRESENTERS:
Morning Walk
Elsa Chin, Grants Administrator, The Leona M. and Harry B. Helmsley
Charitable Trust
Teresa Crawford, Grants Manager, Frey Foundation
Adam Liebling, Director of Grants Management, American Society for the
Prevention of Cruelty to Animals (ASPCA)
Rebecca Martin, Associate Director, The Getty Foundation
Rikard Treiber, Director of Grants Management, Peter G. Peterson Foundation
7:00 am
FACILITATORS:
Welcome Breakfast
Catherine Downs, Senior Vice President, The Crescent Group
Sally Hays, President, The Crescent Group
2:00 pm – 5:00 pm
Conference Registration
Conference Registration Opens
ROOM: WOODROW WILSON BALLROOM LOBBY
7:30 am – 9:00 am
ROOM: WOODROW WILSON BALLROOM
Meet and reconnect with colleagues! There will also be breakfast
roundtables for newcomers (and others) to make new connections.
Seasoned GMN members will be available to answer questions
about the conference and connect attendees with similar interests.
ROOM: WOODROW WILSON BALLROOM LOBBY
5:30 pm – 7:00 pm
Happy Hour
Start networking before the GMN conference begins. Meet your
fellow grants managers for drinks at the hotel’s Belvedere Lobby Bar.
Members of the Connections Committee will be there to welcome you
and help you connect with others from the conference. The Belvedere
Lobby Bar is located on the Lobby Level and offers a spectacular view
of the hotel’s atrium and the Potomac River. (Cash bar)
6
8:00 am – 5:00 pm
Exhibit Hall Open
ROOM: ANNAPOLIS BALLROOM
8:00 am
Scavenger Hunt Begins
ROOM: BALTIMORE 1
Meet your team and get your clues for the scavenger hunt.
CONFERENCE SCHEDULE
9:00 am – 10:30 am
12:15 pm – 1:15 pm
Sponsored by Travelers
Sponsored by CAF America
Look for the sign for your GMN Regional Chapter and connect
with colleagues from your area.
Opening Plenary
Lunch—Regional Roundtables
#GMNetwork
PRESENTER:
MODERATOR:
Patty Stonesifer, President
and CEO of Martha’s Table,
will share her experiences
and lessons learned from a
career that has spanned
private industry, public
service, private philanthropy,
Patty Stonesifer,
Melanie Matthews,
President and
Director of Capacity
and nonprofit management.
CEO of Martha’s
Building & OperaPatty’s career began in the
Table
tions, Campion
field of technology, and,
Advocacy Fund
before joining Martha’s Table
in 2013, she was the founding CEO of the Bill & Melinda Gates
Foundation. Patty will discuss how technological shifts and changes
are shaping the next directions for funders and nonprofits alike. She
will also speak to how grants management professionals—in taking
on greater responsibilities for grants system development—can
optimize this opportunity to lead innovation in how funders
measure the impact of grant investments. Finally, she will share her
thoughts on what the next ten years in philanthropy will bring.
1:15 pm – 1:30 pm
Networking
1:30 pm – 2:45 pm
Concurrent Sessions Round B
Building Your Grantee’s
Outcome Capacity
Navigating Self-Dealing for
Corporate Foundations
ROOM: BALTIMORE 1
ROOM: BALTIMORE 5
Career Coaching: When, Why,
and for Whom?
ROOM: BALTIMORE 4
Strategies and Deal Breakers
for Choosing an Integrated
Grants Management System
Data and Diversity … There’s a
Story to Tell (Part 2: Working
Session)
Streamlining Financial Due
Diligence
ROOM: MAGNOLIA 2
Finding the Boundaries of
Grants for Advocacy and
Lobbying
VENDOR SPONSORED SESSION
ROOM: BALTIMORE 2
General Operating Grants:
How to Evaluate Impact
10:30 am – 10:45 am
Networking
Coffee Break
Sponsored by Mutual of Omaha Foundation
Data and Diversity … There’s a
Story to Tell (Part 1)
Opening Up: Demystifying
Funder Transparency
ROOM: MAGNOLIA 2
ROOM: BALTIMORE 5
Four Foundation Trends Your
Grantees Wish You Knew
Private Foundation Law: What
It Says and What It Doesn’t
ROOM: BALTIMORE 1
Intelligent Failure: Practical
Tools for Building a Culture of
Learning and Innovation
Worlds Collide: Philanthropy
and Politics After Citizens
United
ROOM: BALTIMORE 2
ROOM: MAGNOLIA 3
Managing for Success:
Developing a Toolkit to
Manage a Team
ROOM: BALTIMORE 4
ROOM: CAMELLIA
2:45 pm – 3:00 pm
Concurrent Sessions Round A
ROOM: BALTIMORE 3
CAF America: The Three R’s
for Successful International
Grantmaking: Regulation,
Risk, and Reputation
ROOM: BALTIMORE 3
10:45 am – 12:00 pm
Leveraging Employee
Engagement Data to Drive
Business Impact
ROOM: MAGNOLIA 3
Bromelkamp Company:
Apples + Oranges = Fruit
Salad? Measuring Outcomes
Across Diverse Programs
ROOM: CAMELLIA
3:00 pm – 4:00 pm
Speed Networking, Regional Meetings, and
Information Sessions
Speed Networking
ROOM: BALTIMORE 1
This guided networking session will help you re-connect with old
friends and meet new colleagues to expand your network. Bring
plenty of business cards and get ready to connect!
Regional Meetings and Information Sessions
Check the flyer in your registration packet for the list of available
information sessions and opportunities to meet with members of
your Regional Chapter.
7
CONFERENCE SCHEDULE
MONDAY, MARCH 16
(CONTINUED)
4:15 pm – 5:30 pm
6:45 am – 7:30 am
Morning Walk
Concurrent Sessions Round C
Beyond Financial Basics:
Understanding and
Interpreting Grantee
Operating and Project
Budgets
Making the Connection:
Values, Strategy, Practices,
and Grants Management
ROOM: BALTIMORE 3
Fiscal Sponsorship: A
Potential Trap for the Unwary
ROOM: BALTIMORE 1
Going it Alone (or Almost) in
the Grants Office
ROOM: BALTIMORE 2
Using Data to Support
Decision-Making and Inspire
Action
ROOM: BALTIMORE 4
NGOsource: Legal Aspects of
International Grantmaking:
What are Your Options?
ROOM: BALTIMORE 5
Short Talks
TIME
ROOM: CAMELLIA
ROOM: MAGNOLIA 2
ROOM: MAGNOLIA 3
4:15 pm –
4:45 pm
Bold Ideas
for Corporate
Philanthropy
Does My Career
Need a Coach?
Philanthropy
and Mistakes
5:00 pm –
5:30 pm
Evaluation
Framework
vs. Result
Framework
Leading the Way
to Learning: A
New Role for
Grants Managers
When Data
Tells A Different
Story …
5:45 pm – 7:15 pm
Opening Reception
Sponsored by KPMG
ROOM: POSE ROOFTOP LOUNGE
Please join us for a reception celebrating the opening night
of GMN’s 10th Annual Conference! Sponsored by KPMG, this
event is a great opportunity to catch up with old friends and get
acquainted with new ones, and meet Board members, regional
representatives, and staff.
8
TUESDAY, MARCH 17
fellow attendees at the Atrium Fountain for a 30-45 minute walk
7:30 am – 9:00 am
Breakfast
8:00 am – 5:00 pm
Exhibit Hall Open
9:00 am – 10:45 am
Roundtable Discussions
Meet colleagues with shared interests or with similar
responsibilities, issues, and challenges.
2015 Roundtable Topics
Alternative Reporting Methods
Best Practices in Handling
Conflicts of Interest
How to Ask the Right Questions to
Understand the Question
International Grantmaking
Building and Maintaining a Useful
Training Program
Letters of Agreement—Are They
Really Necessary?
Capturing Outputs and Outcomes
in Grant Reports
Managing Change when CoWorkers Think Everything’s Fine
Choosing and Implementing an
Integrated Grants Management System
Managing Grants Management and
Information Technology
Coding Grants—Is It Really Helpful?
Online Board Books
Community Foundations
Overcoming a Fear of Technology
Corporate Grantmaking
Public Charities
Developing and Maintaining
Procedure Handbooks for Small
Staff Foundations
Ready to be a Thought Leader?
Diversity and Inclusiveness
Small Foundations
Electronic Payments
Streamlining the Renewal Process
Funding Spin-off Organizations
to Continue the Work
The Most Popular Report (or
Dashboard) I Have Ever Built
Grants Managers of the Future
Tracking Grant Outcomes
Healthcare Grantmaking
Training (All) Your Program Staff
How Grants Managers Are Using
Social Media
Using Final Reports Strategically
Sharing Streamlining Success Stories
Wearing Many Hats
CONFERENCE SCHEDULE
10:45 am – 11:00 am
2:15 pm – 2:30 pm
11:00 am – 12:15 pm
2:30 pm – 3:45 pm
Networking
Networking
Concurrent Sessions Round D
Concurrent Sessions Round E
A Conversation with
Corporate Grantmakers:
Finding the Right Balance in
Your Philanthropic Strategy
Is Director the Final Rung on
My Career Ladder?
Data 101: Do I Need a Data
Scientist?
ROOM: BALTIMORE 4
ROOM: BALTIMORE 1
Simplifying the Application
Process
How to Present with Impact
and Persuade with Ease
ROOM: BALTIMORE 2
ROOM: BALTIMORE 1
Success and Failure in the
Evaluation Process
Mentoring: It’s Not What You
Think
From Questions to Answers:
Mining and Analyzing Your
Data
ROOM: BALTIMORE 5
ROOM: MAGNOLIA 2
Work/Life Balance—
It’s Attainable!
Moving EO Forward: An
Update
ROOM: BALTIMORE 2
ROOM: MAGNOLIA 3
ROOM: MAGNOLIA 3
MicroEdge: Innovating and
Advancing Every Perspective
Navigating Legal and Tax
Compliance for Corporate
Grantmakers
ROOM: CAMELLIA
ROOM: BALTIMORE 3
ROOM: MAGNOLIA 2
Best Practices for Reporting
to the IRS: Spotlight on the
990-PF (Part 1)
ROOM: BALTIMORE 3
12:30 pm – 1:00 pm
3:45 pm – 4:00 pm
The Annual Meeting is a chance for members to hear first-hand
about GMN’s accomplishments and plans, ask questions of leadership, and have a voice in GMN’s future by electing Board members.
4:00 pm – 5:15 pm
Lunch—Annual Meeting
Lunch Plenary
Change: Don’t Just Face It,
Embrace It
#GMNetwork
It is the moment that we both dream about and
dread: You find yourself face to face with your
CEO or Board Chair, who (a) is only vaguely
familiar with all that you and your team do and (b)
has only a few minutes to spare. “So, what do you
do?” the VIP asks, not so surreptitiously glancing
Andy Goodman,
at her watch. Are you ready to tell your story?
Director, The
Goodman Center Andy Goodman, nationally recognized author,
speaker, consultant in the field of public interest communications,
and co-founder of The Goodman Center, will be our guide on a
journey to deliver the perfect pitch. Andy has been consulting good
causes since 1998, and he has witnessed firsthand what works (and
what doesn’t) in this high-pressure scenario. Using the Social
Innovation Fast Pitch Competition as a foundation for this discussion,
Andy will walk us through the five questions that the best pitches
must always answer. His guidance will help prepare each of us to
better tell our own story and that of what we, as grants management
professionals, contribute to our institutions and the field.
Telling Stories with Purpose
(Digital Storytelling 2.0)
ROOM: BALTIMORE 5
The Future of Grants
Management Systems
SmartSimple: Lessons
Learned—The Foundation,
The Client and The Grants
Management System
ROOM: CAMELLIA
Concurrent Sessions Round F
ROOM: MAGNOLIA 2
ROOM: BALTIMORE 4
Coffee Break
990-PF (Part 2)
1:00 pm – 2:15 pm
Plan, Execute, and Report!
How to Start Measuring
Impact and Outcomes
ROOM: BALTIMORE 1
Coding: Exploring Importance
and Avoiding Pitfalls
The Funder-Grantee Data
Relationship
ROOM: BALTIMORE 5
The How To of How-To Guides:
Developing and Delivering
Effective Systems Manuals
and Training Instructions
ROOM: BALTIMORE 2
Understanding the Global
Civil Society Landscape
Fearless Leadership Is …
Making Every Day Count
ROOM: BALTIMORE 3
Leading in the Gray:
Exceptions Management
ROOM: BALTIMORE 4
Foundant User’s Group
ROOM: CAMELLIA
ROOM: MAGNOLIA 3
9
CONFERENCE SCHEDULE
TUESDAY, MARCH 17
(CONTINUED)
5:30 pm – 6:30 pm
Volunteer Reception
10:15 am – 10:30 am
Networking
10:30 am – 12:00 pm
GMN volunteers are invited to a happy hour to toast their
accomplishments over the past year and receive a heart-felt
thanks from GMN leadership for everything they do to make
this organization (and the conference!) a success.
6:30 pm
Dine-Arounds
Join your colleagues for a fun, informal night on the town.
Sign up in the Exhibit Hall.
WEDNESDAY, MARCH 18
6:45 am – 7:30 am
Morning Walk
fellow attendees at the Atrium Fountain for a 30–45 minute walk
Closing Plenary: The Long View—
Grants Management 10 Years from Now
#GMNetwork
As GMN celebrates its 10th annual conference, it is amazing to look
back on the many advances we have seen over the past ten years.
We went from the people who help “get the grant out the door” to
Grants Management Professionals with defined skills, career tracks,
and the ability to navigate through the funding world using our
unique operational experience. We have moved from 10 copies of
every application to (almost) paperless, shifted from Excel-only
record keeping to merging the components of grants software
together for customized grant workflows, and transformed from a
world of very little data to great BIG DATA! And we have seen an
explosion of new technology solutions that not only help manage
grantmaking but also measure outcomes for full-cycle budgeting
and reporting. If this is what can happen in 10 years, what will grants
management look like in 2025?
PRESENTERS:
MODERATOR:
7:30 am – 9:00 am
Breakfast
Exhibit Hall Open
Michelle Greanias, Jacob Harold,
Executive Director, President & CEO,
Grants Managers GuideStar
Network
9:00 am – 10:15 am
12:30 pm – 5:00 pm
8:00 am – 12:00 pm
Concurrent Sessions Round G
Ethics in Grants Management
Reinventing How We Work
ROOM: BALTIMORE 1
ROOM: BALTIMORE 3
Implementing Simplify:
Helping Nonprofits Advance
Their Missions
The Impact Genome
Project™—Universal Outcomes
in the Social Sector
ROOM: MAGNOLIA 2
ROOM: BALTIMORE 4
Learning and Growing:
Become the Grants Manager
of the Future
Trends in Corporate
Philanthropy
Navigating a Grantee Site Visit
ROOM: BALTIMORE 2
Nicky Goren,
President & CEO,
Eugene & Agnes E.
Meyer Foundation
Post-Conference Event: Private Tour of the Newseum
Sponsored by Ford Foundation
See for yourself why the Newseum is called the “must-see” attraction
in Washington, D.C. Standing between the U.S. Capitol and the White
House on Pennsylvania Avenue and featuring dramatic vistas of
Washington, D.C., a visit to the Newseum is a conversation-inspiring
experience you won’t find anywhere else.
Space is limited. Pre-registration is required.
ROOM: MAGNOLIA 3
Versaic: Getting from Strategy
to Impact Using a ResultsFocused Approach
ROOM: CAMELLIA
10
Trista Harris,
President,
Minnesota Council
on Foundations
SESSION DESCRIPTIONS
ROUND A
Learning Tracks
Monday, March 16
10:45 am – 12:00 pm
The 60+ concurrent sessions at the conference fall under nine learning tracks:
Compliance
Short Talks
Master the complex and constantly
evolving financial and legal issues
impacting grants management.
Share ideas and perspectives from
thought leaders within philanthropy.
Data Intelligence
Expand your ability to gather,
organize, analyze and share data,
information, and the resulting
knowledge to improve your practices
and the philanthropic impact of your
grantmaking.
Effective Practices
Improve your grantmaking practices,
maximizing the resources devoted to
achieving your mission.
Hot Topics
Explore emerging issues in
philanthropy that will change how you
make grants now and in the future.
Outcomes/Evaluation
Develop your understanding of the
approaches, methods, and tools
used by your colleagues and thought
leaders to evaluate and track the
results of your grantmaking.
Skill Building
Hone your professional and personal
skills to be more effective in your
current job and advance your career.
Technology
Make your grantmaking processes
more efficient through technology
integration and informed choices
about new technologies.
Vendor Sponsored
Sessions
Learn how new and existing
technology can help meet your
organization’s needs.
▼
Data and Diversity … There’s
a Story to Tell (Part 1)
LEARNING TRACK: DATA INTELLIGENCE
LEVEL: ADVANCED
ROOM: MAGNOLIA 2
#data #diversity
Kelly Brown, Director, D5 Coalition
Philanthropy has changed a great deal with
respect to diversity, equity, and inclusion, but
there is still deeper work to be done. The D5
Coalition is encouraging funders to collect,
use, and share valuable demographic data
on the makeup of their organizations and
what groups receive philanthropic dollars.
Accurate demographic data can help funders
answer key questions about whether their
business practices are aligned with their
mission and if their work is truly serving
their constituencies and achieving intended
impacts. Join D5 for this two-part session.
In Part 1, we will discuss data collection,
explore tools for standard, streamlined
demographic coding, and hear stories
about the challenges and opportunities of
collecting, sharing, and using demographic
data. In Part 2, we will have a more in-depth
conversation regarding the tools and coding,
and we will gather information from you, the
GMN membership, on how to best employ
this new practice.
Session participants will:
•• Understand and be able to communicate
about the need to collect standardized demographic data as a tool for
decision-making and for communicating
meaningful stories.
•• Access and learn about recently developed tools that support demographic
data collection and sharing.
•• Engage in a strategy conversation about
how to advance a standard understanding of and commitment to collecting and
sharing demographic data.
11
ROUND A (CONTINUED)
▼
Four Foundation Trends Your
Grantees Wish You Knew
LEARNING TRACK: EFFECTIVE PRACTICES
LEVEL: GENERAL
ROOM: BALTIMORE 1
#fdtntrends
Jeanné Isler, Field Director, National Committee
for Responsive Philanthropy
Jennifer Lockwood-Shabat, President,
Washington Area Women’s Foundation
What percentage of discretionary grant
dollars do you think the largest 1,000
foundations dedicate to supporting: (1)
multi-year grants? (2) general operating
grants? (3) marginalized communities? (4)
social justice (advocacy, policy, convening,
grassroots, etc.)? What percentage does
your foundation give to these areas?
During this high-energy, interactive session,
the National Committee for Responsive
Philanthropy will give you the answers …
answers your grantee partners wished you
knew. Come learn and bring questions!
•• Know how the largest 1,000 foundations
(by asset size) give in the categories
of multi-year grants, general operating
grants, marginalized communities, and
social justice.
•• Learn specific ways to have conversations at your organization about these
trends.
•• Learn how foundations and nonprofits
have mutually beneficial discussions on
these trends, pulling from NCRP’s vast
research, fact sheets, impact databases,
and more.
Intelligent Failure: Practical
Tools for Building a Culture
of Learning and Innovation
LEARNING TRACK: HOT TOPICS
LEVEL: INTERMEDIATE
ROOM: BALTIMORE 2
#grantmaking #innovation
Bob Giloth, Vice President, Center for
Community and Economic Opportunity, The
Annie E. Casey Foundation
Hannah Kahn, Grants Officer, The William and
Flora Hewlett Foundation
At private foundations, risks can lead to
huge rewards, but even grants that don’t go
as planned can provide a valuable learning
experience. In this session, you will learn
how to reframe discussions around failure to
discussions of learning. You will also learn how
to build a learning culture at your organization, one that celebrates risks and rewards.
•• Understand how to find the value in
grantmaking errors and even failures.
•• Learn how to reframe discussions around
failure to learning and how to facilitate
these discussions.
•• Gain tools for developing a culture of
learning.
Leveraging Employee
Engagement Data to Drive
Business Impact
LEARNING TRACK: OUTCOMES/EVALUATION
LEVEL: INTERMEDIATE
ROOM: BALTIMORE 3
#dataintelligence
David Dye, Ph.D., Director, Human Capital,
Deloitte Consulting LLP
Alanna Houck, Consultant, Deloitte
Consulting LLP
Patrick Hyland, Ph.D., Director, Research and
Development, Sirota Consulting
In this interactive session, we will discuss how
to use employee engagement data to meet
organizational objectives. When employee
engagement is aligned with a strategic vision
it can drive business impact, promote corporate social responsibility goals, and achieve
corporate volunteerism objectives. Examples
12
of data and analysis will be provided along
with opportunities for participants to guide
the discussion with questions.
•• Take home best practices for aligning
employee engagement with your
organization’s objectives.
•• Learn ways to better incorporate CSR
and corporate volunteerism.
Managing for Success:
Developing a Toolkit to
Manage a Team
LEARNING TRACK: SKILL BUILDING
LEVEL: ADVANCED
ROOM: BALTIMORE 4
#teammgt
Satonya Fair, Director of Grants Management,
Lesley Mallow Wendell, President, Rosewood
Consulting Group
Managing a team (one you’ve hired,
inherited, or a combination of the two) is
not an easy task. It’s important for managers
to have a well-stocked toolkit for building
collaborative teams, facilitating difficult conversations, developing talent, and preparing
staff for new opportunities. Managers also
need to build trusted networks they can rely
on for advice and support. In this session,
panelists and participants will work together
to discuss and solve common problems
faced by managers. We will also use real
situations to devise practical solutions for
every day management issues.
•• Learn how to use peer networking as a
tool for solving problems.
•• Understand the importance of managing
up and across and tools for doing each
successfully.
•• Know how to “give the work back” on
the road from problem to solutions.
Opening Up: Demystifying
Funder Transparency
LEVEL: INTERMEDIATE
ROOM: BALTIMORE 5
#fundertransparency
Jen Bokoff, Director of GrantCraft, Foundation
Center
Shamil Idriss, President and CEO, Search for
Common Ground
Grantees, funding partners, the public, and
grantmakers themselves all benefit when
grantmakers make their work and their knowledge broadly accessible. It can be challenging,
however, to know where and how to begin with
improving and enhancing your organization’s
transparency practices. This session will
address what transparency means for both
funders and grantees and review some different pathways to becoming more transparent.
You will learn how one foundation thought
about transparency and hear reflections from
the broader field and the Foundation Center on
where to start. There will also be a moderated
conversation with audience participation, so
come ready to weigh in!
•• Become familiar with transparency
terminology.
•• Learn how grants managers can be
empowered with techniques to improve
internal systems.
•• Obtain tangible action steps, tools, and
ideas to take back to your organization.
•• Receive a copy of GraftCraft’s practical
wisdom guide.
Private Foundation Law:
What It Says and What It
Doesn’t
LEARNING TRACK: COMPLIANCE
LEVEL: INTERMEDIATE
#foundationlaw
Andrew C. Schulz, General Counsel, Arabella
Advisors
what’s hidden in the white spaces in between.
In this session, we will discuss how to avoid
self-dealing and tax expenditures, follow
expenditure responsibility, and ensure that
your grants are qualifying distributions. Then
we will look at where private foundation law
is moving and what aspects are more art than
science. Bring your burning legal questions to
ask our nationally recognized authority and
enjoy his expert and entertaining advice.
•• Gain an understanding of private
foundation law and how to apply it in
common situations.
•• See how to review requests and
structure awards to ensure your grants
are qualifying distributions.
•• Explore complicated, cutting-edge areas
of private foundation law and learn
how to navigate the law to ensure your
foundation is in compliance.
Worlds Collide: Philanthropy
and Politics After Citizens
United
LEVEL: ADVANCED
ROOM: MAGNOLIA 3
#CitizensUnited #philanthropy
Sam Gill, Vice President, Freedman Consulting,
LLC
Russell Krumnow, Managing Director,
Opportunity Nation
Tess Mason-Elder, Senior Policy Analyst, Civic
Enterprises
The Citizens United decision has unleashed
a new era of nonprofit activity in campaign
politics, including foundation funding of
that activity. What does this mean for the
evolution of philanthropy? Join a panel of
individuals with experience in politics, policy,
and philanthropy for a lively discussion, with
expert views and a chance to share your own
opinions. This is not an advocacy or compliance session, but rather a thoughtful look
at the philanthropic sector’s involvement in
politics, including recent examples, positive
outcomes, potential risks and concerns, and
whether the philanthropic sector can really
compete with other actors in the political
campaign environment.
•• Discover the diverse ways foundations
actively participate in politics and public
policy issues.
•• Be able to identify specific examples of
the impact of philanthropic involvement
in the political arena.
•• Gain an understanding of your colleagues’ opinions on the role of grants
management in executing a foundation’s
public policy agenda.
Bromelkamp Company:
Apples + Oranges = Fruit
Salad? Measuring Outcomes
Across Diverse Programs
LEARNING TRACK: VENDOR SPONSORED SESSION
ROOM: CAMELLIA
#Bromelkamp
Henry A. Bromelkamp, President, Bromelkamp
Company LLC
You assess and analyze the grants you make
for completion, quality, effectiveness, and
improvement. These measurements come
in a variety of shapes and sizes, sometimes
compared to goals, and sometimes on
schedules. We’ll examine how your grants
management database can track specific
results for individual grants, compare them
to goals and timelines, as well as aggregate
them across diverse projects and programs to
measure the overall impact of your grantmaking. See the difference one grant makes, and
that you’re making in your community.
Join us to hear the black, white, and the more
complicated gray areas of private foundation
law. Learn about the letter of the law and
13
ROUND B
Monday, March 16
1:30 pm – 2:45 pm
▼
Building Your Grantee’s
Outcome Capacity
LEVEL: INTERMEDIATE
ROOM: BALTIMORE 1
#outcomes #capacity
Wendy Watson-Hallowell, Executive Director,
Results Consulting, The Rensselaerville Institute
Are your grantees achieving the desired
outcomes? Their results are your results,
so how can you best support grantees to
define, track, communicate, and improve
results? Learn where most grantees are in
their capacity and how to identify where your
grantees stand. Also discover what you can
do in your own practices to support grantee
outcome achievement and explore different
capacity building options to best support your
grantees toward high outcome achievement.
•• Learn how to provide clear guidance
to help grantees define outcomes from
their programs and services.
•• Understand how to utilize clear and
concrete result definitions for any type of
grantee capacity building projects.
•• Know at least three ways to support
grantee outcome achievement through
grantmaking practices and financial
support.
Career Coaching: When,
Why, and for Whom?
LEVEL: ADVANCED
ROOM: BALTIMORE 4
#careercoach
Consulting Group
our jobs can be ever changing. As our roles
evolve, so do our skills and expertise. This
can offer amazing opportunities for career
mobility, but it’s important that we are
able to articulate and maximize each new
talent. Utilizing an executive coach can be a
vital step in your professional journey. This
session will focus on what to consider when
selecting a career coach as well as when a
coach can best assist you with highlighting
your skills and determining where your
career will go and grow.
•• Have a clear understanding of why and
when to engage an executive coach.
•• Know how to select the coach who is
best for you and your career path.
•• Find out about the tools and resources a
coach applies to assist you in articulating
your career path in the short and long term.
•• Understand and be able to communicate
about the need to collect standardized demographic data as a tool for
decision-making and for communicating
meaningful stories.
•• Access and learn about recently developed tools that support demographic
data collection and sharing.
•• Engage in a strategy conversation about
how to advance a standard understanding of and commitment to collecting and
sharing demographic data.
Finding the Boundaries of
Grants for Advocacy and
Lobbying
Data and Diversity … There’s
a Story to Tell (Part 2:
Working Session)
LEVEL: INTERMEDIATE
ROOM: BALTIMORE 2
LEVEL: ADVANCED
ROOM: MAGNOLIA 2
Abby Levine, Legal Director of Bolder
Advocacy, Alliance for Justice
Carol Lee Thorpe, Vice President of Programs
and Services, St. Barnabas Senior Services of
Los Angeles
#data #diversity
Kelly Brown, Director, D5 Coalition
Philanthropy has changed a great deal with
respect to diversity, equity, and inclusion, but
there is still deeper work to be done. The D5
Coalition is encouraging funders to collect,
use, and share valuable demographic data
on the makeup of their organizations and
what groups receive philanthropic dollars.
Accurate demographic data can help funders
answer key questions about whether their
business practices are aligned with their
mission and if their work is truly serving
their constituencies and achieving intended
impacts. Join D5 for this two-part session.
In Part 1, we will discuss data collection,
explore tools for standard, streamlined
demographic coding, and hear stories
about the challenges and opportunities of
collecting, sharing, and using demographic
data. In Part 2, we will have a more in-depth
conversation regarding the tools and coding,
Grants managers are often change agents
for our organizations. We have the latitude
for innovation and creation, which means
14
and we will gather information from you, the
GMN membership, on how to best employ
this new practice.
#grantmaking #advocacy
This panel discussion will provide an
overview of advocacy vs. lobbying and
how grants can be structured to support
organizations that do both. Attendees will
hear from a nationally recognized legal
expert on the issue and from grantees
who have successfully navigated advocacy
funding with grantmakers and the IRS.
•• Gain a deeper understanding of the
importance of nonprofit advocacy.
•• Understand how to apply best practices
in structuring grants that involve
advocacy.
•• Learn how grantees successfully
champion their cause without crossing
the line into illegal lobbying.
General Operating Grants:
How to Evaluate Impact
LEVEL: GENERAL
ROOM: BALTIMORE 3
#grantmaking #impact
Andy Carroll, Senior Program Director,
Exponent Philanthropy
Meghan Duffy, Associate Vice President
of Programs, Grantmakers for Effective
Organizations
Liz Sak, Executive Director, Cricket Island
Foundation
General operating grants are a nonprofit’s
dream. These flexible dollars can be applied
at the grantee’s discretion to everything
from program costs to staff salaries to office
expenses—all in support of the mission.
With uses so varied, how should funders
think about impact? Join Grantmakers
for Effective Organizations and Exponent
Philanthropy for this interactive session to
learn more about how grantmakers assess
general operating grants.
•• Understand the rationale for general
operating support and learn about field
trends.
•• Know different ways you can develop
assessment and discovery at your organization to support this kind of funding.
•• Engage with peers about challenges
and opportunities and access additional
resources.
Navigating Self-Dealing for
Corporate Foundations
LEVEL: GENERAL
ROOM: BALTIMORE 5
#selfdealing #corpfdtns
Andrew C. Schulz, General Counsel, Arabella
Advisors
For many, the rules governing grantmakers can
be unclear, with self-dealing often being the
most daunting and intimidating. This highly
informative session will focus entirely on
explaining the self-dealing rules and applying
them to the most common scenarios that arise
for corporate foundations. Topics will include
sharing staff and office space, cause marketing,
tickets to fundraisers, and employee assistance
grants. Bring your questions and try to stump
our expert.
•• Gain a better understanding of selfdealing rules.
•• Increase your knowledge about the
pitfalls associated with self-dealing.
•• Learn important lessons on how to
navigate the world of self-dealing.
Strategies and Deal Breakers
for Choosing an Integrated
Grants Management System
LEARNING TRACK: TECHNOLOGY
LEVEL: GENERAL
ROOM: MAGNOLIA 3
#grantsmgtsystems
Martin Schneiderman, President, Information
Age Associates, Inc.
With so many Web-based integrated grants
management systems now on the market,
how do you make a well-informed decision
about which one is best for your grantmaking
organization? In this session, we will review the
pros, cons, and “deal breakers” that grantmakers need to carefully consider when selecting a
new or upgraded grants management system.
•• Understand the different kinds of
systems offered today and what’s
coming in the foreseeable future.
•• Learn how to develop a realistic and
practical prioritized list of next generation system requirements.
•• Learn what the key questions are that
you’ll need to ask and get fully answered
so you can make a well-informed
decision.
•• See how you can script service provider
system demos and develop rating worksheets to facilitate good comparisons.
•• Hear the most important key lessons
learned by other grantmakers.
Streamlining Financial Due
Diligence
LEVEL: GENERAL
#streamlining #duediligence
Carol Dalu, Grants Manager, The Ford Family
Foundation
Pamela Foster, Managing Director, Program
Operations and Associate General Counsel,
Peter Kramer, Manager, Nonprofit Finance Fund
As one part of the overall due-diligence
process, a solid financial review helps develop a
true picture of an organization’s health, gauge
the potential success of its programs, illuminate
how a grant award may be structured to
increase the likelihood of success, and indicate
potential risk to the grantmaker. But with
many organizations to review and potentially
hundreds of documents to examine, how can
a funder streamline the process and still feel
confident in the findings? Do funders need
all the information that we request? Should
funders treat all grants and all grantees the
same? Hear how grantmakers from very
large to quite small have developed their
own “best practice” financial due diligence,
taking advantage of available tools and new
technologies. Share your own organization’s
process and discuss what streamlined best
practice in this area looks like.
•• Understand how and why grantmakers
of different types have developed
financial due-diligence processes to
inform grantmaking decisions and
relieve applicants of overly burdensome
application requirements.
•• Know how new tools such as Financial
SCAN are being implemented to save
staff time and better inform financial due
diligence.
•• Learn how to assess what level of
financial due diligence is appropriate for
different types of grantmaking.
•• Gain ideas on how the grants management field might develop best practice
guidance in financial due diligence.
15
ROUND B (CONTINUED)
ROUND C
Monday, March 16
4:15 pm – 5:30 pm
▼
CAF America: The Three R’s
for Successful International
Grantmaking: Regulation,
Risk, and Reputation
ROOM: CAMELLIA
#CAFAmerica
Ted Hart, CEO, CAF America
Our society is now more globally connected
than ever before. It is therefore crucial that
grants managers begin to understand international grantmaking and how best to navigate
its complexities. This session will educate
attendees on the IRS regulations that affect
international grantmaking and the various
grant options available to funders. Attendees
will also learn about the risks associated with
international grantmaking and how to limit
them. Lastly, this session will tackle the issue of
reputation protection and offer best practices
that are simple to implement.
SESSIONS AND
SHORT TALKS
▼
SESSIONS
4:15 pm – 5:30 pm
▼
Beyond Financial Basics:
Understanding and
Interpreting Grantee
Operating and Project
Budgets
LEVEL: GENERAL
#granteebudgets
Ana E. Akhtar, KPMG LLP, Development &
Fazal S. Hussain, KPMG LLP, Development &
What should you look for in financial statements in order to determine the fiscal health of
different types of charities? Are they cash flow
solvent when they come to you for funding?
Are they showing the true costs of the project?
What are red flags that point to possible
future fiscal or programmatic derailment? This
session will answer these questions, help clarify
operating and project budget analysis, and
facilitate informed and responsible grantmaking. The session will focus on both pre-funding
and post-funding analysis.
Fiscal Sponsorship: A
Potential Trap for the Unwary
LEVEL: GENERAL
ROOM: BALTIMORE 1
#fiscalsponsorship
John Edie, Director, John Edie Consulting
Foundations are often tempted to use “fiscal
sponsors” to avoid a variety of different legal
requirements. If not structured with care,
these arrangements can backfire and cause
multiple legal problems. In this session, you
will learn how to use fiscal sponsorships
correctly to stay out of trouble.
•• Learn how to use a fiscal sponsor correctly.
•• Understand that even if an organization
indicates that it has a fiscal sponsor, it
may not be a legal arrangement.
Going it Alone (or Almost)
in the Grants Office
LEVEL: GENERAL
ROOM: BALTIMORE 2
#solo #grantmaking
Cynthia Adams, Community Responsibility
Consultant, Massachusetts Mutual Life
Insurance Company
Susan Fulton, Director of Grants Management
and Finance, Endowment for Health
Deb Leaf, Grants and Program Director, Slaggie
Family Foundation
Grants managers at small staff organizations
that are often managed by working boards
commonly balance multiple roles. In this
session, we will discuss some of the unique
challenges often faced in small offices,
especially when all demands are perceived
as equally important. Panelists representing small private, family, and corporate
philanthropies will share their experiences
with expectations and work prioritization
and will involve participants in a discussion
of potential solutions.
•• Explore the opportunities and challenges
of working in a small office.
•• Gain ideas on how to better organize and
prioritize your work and time.
16
•• Obtain techniques for better communication with management and staff about
expectations and priorities.
•• Learn how to improve work performance
by identifying solutions for managing
workflow efficiently while continuing to
develop professional skills and avenues
for advancement.
•• Connect with others in similar positions
for networking and lasting contacts.
Making the Connection:
Values, Strategy, Practices,
and Grants Management
LEVEL: GENERAL
ROOM: BALTIMORE 3
#grantmaking #values
Jessica Bearman, Principal, Bearman
Consulting
Culture may eat strategy for breakfast, as
management guru Peter Drucker famously
said, but here at GMN, we also believe that
implementation eats strategy for lunch.
How does your grantmaking practice or
implementation support or undermine your
strategy? How can grants management
play a central role in improving internal
effectiveness? This session will share results
from recent research into the connections
between practice and strategy and the
role of the grants manager. Participants
will share feedback on how GMN can help
prepare grants managers to take on the
critical challenge of strengthening grantmaking practice.
•• Understand how effective practice
supports strategy.
•• Know more about how grants management is perceived within grantmaking
organizations and be familiar with
models for a more integrated and
strategic position.
Using Data to Support
Decision-Making and
Inspire Action
LEVEL: INTERMEDIATE
ROOM: BALTIMORE 4
#data #action
Joe Behaylo, Director, Office of Grants
Management, Open Society Foundations
Nina Gantcheva, Manager of Strategic
Philanthropy, Foundation Center
Maureen Lackner, Grants Associate, The
Commonwealth Fund
Marcus McGrew, Director of Grants
Management, The Kresge Foundation
Anne Marie Young, Grants Assistant, The
Commonwealth Fund
Grantmakers are engaging internal
stakeholders as never before with reports,
dashboards, and data visualization tools. This
session will look at how data is being used
to support decision-making and will provide
you with concrete examples from foundations and a grantee organization.
•• Learn how intelligent data helps drive
informed decision-making processes at
other organizations.
•• Know what types of dashboards and
data visualization tools could be helpful
and how other grantmakers use them.
•• Understand best practices for capturing
data and managing its integrity.
NGOsource: Legal Aspects of
International Grantmaking:
What Are Your Options?
ROOM: BALTIMORE 5
#NGOsource
Meghan Hanson, Senior Counsel, NGOsource
Ken Tsunoda, General Manager, NGOsource
This session will provide practical guidance
for grants managers and grantmakers on
the legal options available to U.S.-based
foundations for their international grantmaking. A panel of GMN members will discuss
their experience working with NGOsource
as one of those options. NGOsource, a
joint project of the Council on Foundations
and TechSoup Global, offers a centralized
equivalency determination (ED) repository
that revolutionizes how EDs can serve not
only individual foundations but the sector as
a whole.
The session will answer the following
questions:
•• What are the benefits to making
international grants directly, as opposed
to through an intermediary, and what
types of legal precautions should be
considered?
•• What is the difference between
expenditure responsibility (ER) and
equivalency determination (ED), and
what are the rules for both?
•• What are the legal and compliance
resources available to support grants
managers who oversee direct international grants?
•• How have GMN members been using
NGOsource to meet their IRS requirements for international grants, and what
has their experience been like so far with
the service?
•• Be able to identify opportunities
for improving practice in your own
organization.
17
ROUND C (CONTINUED)
▼
SHORT TALKS 4:15 pm – 4:45 pm
▼
Bold Ideas for Corporate
Philanthropy
LEARNING TRACK: SHORT TALK
ROOM: CAMELLIA
Does My Career Need a Coach?
Philanthropy and Mistakes
ROOM: MAGNOLIA 2
ROOM: MAGNOLIA 3
#careercoach
Consulting Group
#corporatephilanthropy
Mark Feldman, Principal and Managing
Director, Cause Consulting
As a new era of corporate philanthropy emerges,
Mark Feldman, Principal and Managing Director
of Cause Consulting, will bring to life top trends
shaping the field. Join a discussion about the
power of purpose to unite employees, the critical
role of corporate Intrepreneurs, and the necessity
for more philanthropic R&D.
My career path has gone exactly the way I
thought it would! How many of us are able to
make this claim? Not many people can (so don’t
judge yourself). Advice from a trusted source
can help us better navigate our career decisions,
and an executive coach can be the ideal resource
to help you realize your professional aspirations.
Lesley Mallow Wendell, President of Rosewood
Consulting Group, will share how her own career
journey unfolded and what she has learned
about having critical feedback at the right time.
She will also discuss the tools and resources a
coach can deploy to help guide your course and
help you make a career change in the future.
#philanthropy #mistakes
Bob Giloth, Vice President, Center for
Community and Economic Opportunity, The
Annie E. Casey Foundation
Mistakes in grantmaking result in certain
dilemmas that should be acknowledged and
reflected on. Dr. Bob Giloth, Vice President
of the Center for Community and Economic
Opportunity at The Annie E. Casey Foundation,
will review the different types of mistakes
funders can make and how these relate to
specific types of grant investments. He will also
discuss how grantmakers and their nonprofit
partners might think about failure and share
their hard-learned lessons. Finally, he will offer
lessons about adapting, learning, and sharing
in the face of failure.
SHORT TALKS 5:00 pm – 5:30 pm
▼
Evaluation Framework vs.
Result Framework
Leading the Way to Learning: A
New Role for Grants Managers
When Data Tells A Different
Story …
ROOM: CAMELLIA
ROOM: MAGNOLIA 2
ROOM: MAGNOLIA 3
#evaluation #results
Evaluations are often used as a mechanism to
understand what type of change has occurred
from an investment of dollars and effort, but
do they really work? Wendy Watson-Hallowell
of The Rensselaerville Institute will explain how
evaluations are most helpful when used to prove
the impact of an emerging model or program
and are least helpful when used to improve
impact from efforts and dollars. She will discuss
the difference between an evaluation framework
and a result framework and show you how a
result framework can help you and your grantees
improve results from your grantmaking.
18
#grantsmanagers
Roberto Cremonini, Partner, GivingData LLC
The importance of learning in philanthropy is
not new, but the need for a more rigorous and
systematic approach to learning has created
an unprecedented opportunity for grants
managers to shift the focus of their work from
administration to analysis. Roberto Cremonini, a
Partner with GivingData, will explore forces and
trends behind this shift and show examples of
how some grants managers are co-leading and
coordinating monitoring, evaluation, and learning
in their organizations.
#data #stories
Poney Carpenter, Consultant, White Rock
Interactive
Funders are steadily moving toward a datacentric, outcome-measuring funding environment,
which requires specially designed applications
and reports to provide the data we need to
measure the results of our investments. But
the reality is that most grantmakers have been
funding projects for years before this new wave.
For those projects, the best we can do is cross our
fingers and hope that the story told through the
data we do have shows these projects support
our organization’s mission and programmatic
goals. Poney Carpenter of White Rock Interactive
will discuss how to make the best out of the data
you can derive internally from program staff as
well as from grantees and collaborators. In addition, he will share tools and resources you might
deploy now (don’t wait until reports are due) to
help draw out better, more usable information
from legacy programs and partners.
ROUND D
Tuesday, March 17
11:00 am – 12:15 pm
▼
A Conversation with
Corporate Grantmakers:
Finding the Right Balance in
Your Philanthropic Strategy
LEVEL: INTERMEDIATE
ROOM: MAGNOLIA 2
Candy Becker, Program Specialist, Cause and
ConAgra Foods Foundation
Mark Feldman, Principal and Managing
Director, Cause Consulting
David Figliuzzi, Executive Director, Cigna
Foundation
Kathy Ladiner, Grants Manager/Matching Gifts
Coordinator, Nordson Corporation Foundation
Stacey Smida, Grants Manager, Cargill
Every day corporate foundations must balance a wide range of strategic considerations
in order to continually enhance the impact of
their contributions. Join a conversation with
other corporate grantmakers about some of
the trade-offs required when designing and
adjusting philanthropic strategies. Discussion
topics will include how to balance between
responsive vs. proactive grantmaking; giving
shorter-term vs. longer-term grants; making
fewer larger vs. numerous smaller investments; supporting proven vs. experimental
initiatives; and other hot topics. Learn from
one another about tips, potholes, and
evolving best practices.
990-PF (Part 1)
From Questions to Answers:
Mining and Analyzing Your
Data
LEVEL: INTERMEDIATE
ROOM: BALTIMORE 1
LEVEL: INTERMEDIATE
ROOM: BALTIMORE 2
#IRS #990PF
Thomas Blaney, Partner, O’Connor Davies, LLP
Christopher Petermann, Partner, O’Connor
Davies, LLP
Do you want to increase your understanding
of the 990-PF and gain insight into how best
to report your foundation’s information to
the public? Join Chris Petermann and Tom
Blaney for this two-part, interactive session
on the 990-PF and the latest accounting
updates. Learn what key items to focus on
when reviewing the return and common
mistakes and potential future changes to
the form. Other topics will include when
funds are reported as a grant, what happens
when grants are returned, and expenditure
responsibility requirements. Participants
will be encouraged to share the methods
you use for managing and tracking the 5%
requirement. This is Part 1 of a two-part
session. Attending Part 2 is recommended
but not required.
•• Review your 990-PF for accuracy and
identify common errors.
for reporting your foundation’s information to the public.
•• Learn to interpret accounting changes
appropriately.
#dataintelligence
Interactive
So you have gathered the data, now what?
Is there a story in there waiting to be told?
This session will use real examples to help
participants better understand and drive the
process of mining and analyzing your organization’s data. First, we will go over the right
questions to ask when collecting data. Next,
we will identify the tools for working with
and analyzing the data you receive, including
relationships between tables, correlating
information, cleansing and transforming data,
filtering, and grouping. Then we will discuss
the advantages and disadvantages of different
approaches to reporting and the types of
insight each can offer.
•• Learn how to “coax the client” into helping you formulate the right questions
that you want the data to answer.
•• Gain familiarity with the tools and
resources available for analyzing,
filtering, and grouping data, including
relationships and correlations between
tables and information.
•• Understand the pros and cons of
different approaches to reporting.
•• Understand the tradeoffs for shorter- vs.
longer-term grants.
•• Learn about the potential trend toward
“fewer-bigger-better.”
•• Take away examples of how corporate
philanthropic strategy is being redefined.
19
ROUND D (CONTINUED)
▼
LEVEL: GENERAL
ROOM: BALTIMORE 3
#gmpresentations
Craig Valentine, Keynote Speaker, Trainer/
Author, The Communication Factory
Learn the top 5 tools to keep your audiences
on the edge of their seats and persuade
them to take your next desired step. Whether
speaking to an audience of 1 or 1,000, you
will pick up tools to hook your listeners into
your presentation from your very first words
and motivate and influence your audience to
take action when you are finished. Build your
confidence and your competence and have
lots of fun in the process!
•• Learn to craft, deliver, and sell your
message effectively.
•• Understand how to present in a confident, assured, and engaging manner.
•• Know how to make your message
memorable and breathe life into your
presentation to bring the audience to you.
Is Director the Final Rung on
My Career Ladder?
Simplifying the Application
Process
LEVEL: ADVANCED
ROOM: BALTIMORE 4
LEVEL: INTERMEDIATE
#career #grantsmanagers
Jessica Bearman, Principal, Bearman
Consulting
Paul Mullin, Director, Program Operations, John
Templeton Foundation
Anela Shimizu, Operations Manager, Hau’oli
Mau Loa Foundation
Being an organization leader is not just
about advancing your organization’s mission,
it’s about being the lead when creating an
innovative culture, managing change, and
grooming a team of learners, no matter how
smart and accomplished your staff is. All
bucks stop with you. Are you ready to take
the steps you need to take on an executive
leadership role? If so, what are those next
steps? This working session will help you
identify the concrete skills and experiences
you will need to move into a C-suite
role—CAO, COO, Chief of Staff, or even CEO,
if that is your vision for yourself. It will also
give you insight into the sometimes grueling
and guarded vetting and recruitment
process used to identify the best talent for
C-suite roles. We will touch on the value of
coaching, executive leadership training, and
peer networking as resources that will allow
you to stop wondering about your future and
move you closer to building your future.
How can we receive the information we need
but at the same time reduce the amount of
work we ask a potential grantee to do? Hear
from two funders who have had success
doing just that! Moderated by Jessica
Bearman, a.k.a. Dr. Streamline, this interactive panel session will explore strategies for
streamlining the application process and
reducing the burden of time and cost placed
on grant applicants and grantmaking staff.
•• Understand the skills required for a
leadership, or C-suite, role and whether
you are currently qualified for such a
position.
•• Gain perspective on whether you are
interested in a C-suite role.
•• Become more knowledgeable about the
vetting and recruitment process used to
identify talent.
•• Learn the next steps you need to take to
pursue your development and transition
to a step-up position of your choice
(C-suite or otherwise).
20
#grantmaking #apps
Miecha Forbes, Senior Director of Human
Capital Consulting, Koya Leadership Partners
Jackie Sergi, Director of Executive Search, Koya
Leadership Partners
Samantha Simmons, Manager, Executive
Search, Koya Leadership Partners
•• Learn how to simplify the application
process to ease the burden on both
grant applicants and funders.
•• Understand how to capture information
effectively and efficiently.
•• Learn how to overcome the obstacles to
simplification.
•• Take home examples of how to improve
the funder-grantseeker relationship at
your organization.
Success and Failure in the
Evaluation Process
Work/Life Balance—
It’s Attainable!
LEVEL: ADVANCED
ROOM: BALTIMORE 5
LEVEL: GENERAL
ROOM: MAGNOLIA 3
#evaluation
#worklifebalance
Kat Athanasiades, Senior Associate, Innovation
Network
Wendy Wollner, President, Balancing Life’s
Issues
What do the terms “success” and “failure”
really mean in the philanthropic world?
Funders have taken different approaches to
learning from initiatives that haven’t gone
quite as they had hoped. Some funders want
to learn from their mistakes, some provide
technical assistance to lagging grantees,
and some want to focus their light on
“bright spots” and grantee successes. In this
session, Kat Athanasiades from Innovation
Network will discuss how and when her
organization uses grant reports in evaluation; how and why getting good evaluation
data from grant reports is difficult; and
potential ways to make it easier for grantees
to report on failure in a way that could be
useful to evaluators.
Is it possible to meet the competing
demands of job, friends, family, and school?
The answer is a resounding YES! In this fun,
interactive seminar, you will learn the “Five
Buckets Principle” of work/life balance and
get the tools you need to prioritize what is
and what should be important to you. You
will learn how to identify priorities, make
choices, and manage expectations, so you
can find the time to manage it all!
•• Know how funders can embed “failure
reporting” into grant reports in ways that
are useful to evaluators.
•• Learn ways a foundation can combat
some of the “structural” impediments
that may prevent proper reporting on
failure.
•• Gain ideas from fellow participants
on how to understand and appreciate
grantmaking “failures” as well as
successes.
•• Learn the “Five Buckets Principle” of
work/life balance.
•• Obtain the tools to prioritize what is and
what should be important.
•• Understand how to think about the big
picture without ignoring the little things
that matter.
MicroEdge: Innovating and
Advancing Every Perspective
ROOM: CAMELLIA
#MicroEdge
Annie Rhodes, Senior Product Manager,
MicroEdge
There’s only one organization that has an
all-encompassing outlook across the entire
spectrum of philanthropy, and that’s MicroEdge. That strategic point of view enables
us to understand and advance philanthropic
giving of all kinds, from every perspective.
We “see it your way,” making the art and
act of giving better across all the different
stakeholders involved. Come to our session
to hear how we’re innovating and improving
experiences, interactions, and outcomes for
funders, nonprofits, reviewers, executives,
board members, donors, employees,
program staff, and grants managers.
ROUND E
Tuesday, March 17
2:30 pm – 3:45 pm
▼
Data 101: Do I Need a Data
Scientist?
LEVEL: GENERAL
ROOM: BALTIMORE 1
#dataintelligence
Andrew Means, Co-Founder, The Impact Lab
How is data changing the way nonprofits
and grantmakers work? As grants managers
we are responsible for enormous amounts
of information. How can we get the most
value from the data in our systems? This
workshop is perfect for anyone wrestling
with what grantmaking organizations should
be doing with data, whether your database
has 20 fields or 200 fields. Designed for
organizations large and small, you will learn
how and when to develop data capacity and
the right way to increase your organization’s
capacity for using the data it collects. We
will also discuss the role of a data scientist
and how to determine if your organization is
ready for one.
•• Be able to assess your organization’s
data capacity.
•• Learn ways to increase data capacity and
put it to use serving your organization’s
mission.
•• Understand the skills needed for data
analysis in the philanthropic sector and
determine if your organization needs the
help of a data scientist.
21
ROUND E (CONTINUED)
▼
LEVEL: GENERAL
ROOM: BALTIMORE 2
#gmpresentations
Craig Valentine, Keynote Speaker, Trainer/
Author, The Communication Factory
Learn the top 5 tools to keep your audiences on
the edge of their seats and persuade them to
take your next desired step. Whether speaking
to an audience of 1 or 1,000, you will pick up
tools to hook your listeners into your presentation from your very first words and motivate
and influence your audience to take action when
you are finished. Build your confidence and your
competence and have lots of fun in the process!
•• Learn to craft, deliver, and sell your
message effectively.
•• Understand how to present in a confident, assured, and engaging manner.
•• Know how to make your message
memorable and breathe life into your
presentation to bring the audience to you.
Mentoring: It’s Not What
You Think
LEVEL: GENERAL
ROOM: MAGNOLIA 2
#mentoring
Audrey Murrell, Associate Dean and Associate
Professor of Business Administration, University
of Pittsburgh
Being a mentor is to be a wise, loyal adviser,
a teacher or a coach. But becoming a mentor
is an organic process nurtured over time. This
interactive session will cover the basics of
22
mentoring and mentorships, including how
to find a mentor to help you meet your goals
and how to become a mentor yourself.
•• Learn how a mentor can help you to
meet your own professional development goals.
•• Understand how your experiences and
knowledge can help you to become a
mentor.
Moving EO Forward:
An Update
LEVEL: GENERAL
ROOM: MAGNOLIA 3
#exemptorgs
Tamera Ripperda, Exempt Organizations
Director, Internal Revenue Service
In this session, IRS Exempt Organizations
Director Tamera Ripperda will discuss recent
innovations in tax administration that affect
tax-exempt organizations.
•• Learn about data-driven operations;
risk-based approach to examinations;
streamlined processing of applications;
virtual education and outreach; and
Knowledge Management.
Navigating Legal and Tax
Compliance for Corporate
Grantmakers
LEVEL: INTERMEDIATE
ROOM: BALTIMORE 3
#compliance
Justin Aiken, Counsel, Council on Foundations
Suzanne Friday, Senior Legal Counsel and
Vice President of Legal Affairs, Council on
Foundations
Most corporate grants managers wear many
hats and are expected to know how to avoid
any legal, compliance, or tax pitfalls. Would
you pass this test? Yes, no, or maybe—this
session is for you! We will cover a variety of
topics including self-dealing, benefit events/
ticket purchases, sponsorships, and in kind/
pro bono. Using real life examples, this session
will help you understand how to navigate
these and many other sticky wickets.
•• Know how to distinguish between
self-dealing and conflicts of interest.
•• Understand the nuances of self-dealing
when corporate sponsorship or event
support includes corporate recognition
and advertising and know what is
acceptable and what is not.
•• Learn about issue spotting—knowing
when to ask for further clarification and
how to ask those tough questions.
Plan, Execute, and Report!
How to Start Measuring
Impact and Outcomes
LEVEL: GENERAL
ROOM: BALTIMORE 4
#impact #outcomes
Mark Barreiro, Senior Grants & Operations
Manager, New York State Health Foundation
Kelly Hunt, Chief Program Learning Officer,
New York State Health Foundation
Dana Laventure, Communications Associate,
New York State Health Foundation
Ursula D. Stewart, Senior Grants Associate &
System Administrator, New York State Health
Foundation
Evaluating impact and measuring outcomes
are hot topics in philanthropy, but how does
an organization begin the data collection
process and successfully construct meaningful evaluation and measurement tools?
The staff from the New York State Health
Foundation will walk you through their
journey of measuring impact and outcomes
from the beginning. Learn how their planning
process was initiated and the questions they
asked to ensure the data collected could be
translated into a rich analysis for measuring
impact, evaluating outcomes, and telling the
foundation’s story.
•• Be familiar with the roles and responsibilities needed for measuring outcomes
and who should have ownership.
•• Learn who the stakeholders are and why,
when, and how to engage them.
•• Understand how to construct a data
collection process and how to ensure the
data collected can be translated into a
rich analysis for measuring impact.
•• Know what to consider when rolling
out the process, from beta testing to
execution.
•• Receive examples of reports created by
grantmakers using data that tell a story.
Telling Stories with Purpose
(Digital Storytelling 2.0)
LEVEL: INTERMEDIATE
ROOM: BALTIMORE 5
#digital #stories
RJ Bee, Senior Vice President for Operations,
Hattaway Communications
Traci Carpenter, Senior Speechwriter,
Communications, The Rockefeller Foundation
Andy Goodman, Director, The Goodman Center
In 2014, The Rockefeller Foundation posed this
question to its grantee Hattaway Communications: How do we go beyond the buzz of
storytelling to create powerful, compelling
stories that influence our audiences and move
them to action? During a year of exploration,
Rockefeller and Hattaway unearthed some
powerful lessons in storytelling: from how to
build capacity for storytelling in their organizations to choosing the right digital platforms to
get that story told to the right audiences. Hear
more about what they’re learning from the
perspectives of grantmakers, grantees, and
expert storytellers, and learn about the new
storytelling toolkit, Hatch.
•• Learn how digital storytelling can help
organizations achieve their goals and
create greater social impact.
•• Become a storytelling ambassador to
encourage and equip grantees to tell
stories that demonstrate their efficacy,
approach, and impact.
•• Discover what tools are available for your
organization to improve its storytelling
capacity and competencies.
The Future of Grants
Management Systems
LEVEL: GENERAL
#gmsystems
Interactive
Jeannine Corey, Director of Grants Information
Management, Foundation Center
What are the current technology trends in
grantmaking? In this session, we will discuss
best practices for data collection and data
governance to help you make informed
technology and data decisions. We will also
provide an overview of the key features
available in a number of software systems. Prior
to the conference, registered session attendees
will be surveyed about what standard features
you desire in your systems, and we will share
the survey results during the session.
•• Increase your awareness of current
technology trends and learn about new
product features.
•• Be better informed about how to
make technology decisions for your
organization.
•• Contribute toward the development
of key technology features desired by
grants managers.
SmartSimple: Lessons
Learned—The Foundation,
The Client and The Grants
Management System
ROOM: CAMELLIA
#SmartSimple
Todd Lapin, Director of Strategic Accounts,
SmartSimple Software
Gary Modlin, Director of Business
Development, SmartSimple Software
Is it time to consider overhauling your grants
management solution? Are you eager to
take your processes to the next level, but the
prospect of implementing something new
seems daunting? SmartSimple has guided
many clients through this process successfully, and we’re happy to share our experience and expertise with GMN members.
Join Gary Modlin and Todd Lapin as they walk
you through the key steps that successful
clients have used to minimize stress during
the change management process. The team
will address your concerns and answer
questions around managing a seamless
implementation project.
We’ll cover topics such as:
•• Selecting the right system for you and
your organization.
•• Preparing the information your GMS
vendor will need to recommend the best
solution for you.
•• Knowing what questions to ask before
and during the implementation process.
•• Managing your regular work while
effectively administering the change
management process.
•• When to consider using outside
consultants to support your team.
•• Identifying best practices and avoiding
common pitfalls when implementing a
new solution.
The SmartSimple team will be joined by
select clients including Shavon Doyle-Holton
from the Grand Rapids Community Foundation, Kelly Jackson from Feeding America,
and Sandy Phelps from Chicago Community
Trust who will share their experiences,
lessons learned, and best practices in an
open and interactive setting.
23
ROUND F
Tuesday, March 17
4:00 pm – 5:15 pm
▼
990-PF (Part 2)
LEVEL: INTERMEDIATE
ROOM: MAGNOLIA 2
#IRS #990PF
Thomas Blaney, Partner, O’Connor Davies, LLP
Christopher Petermann, Partner, O’Connor
Davies, LLP
Do you want to increase your understanding
of the 990-PF and gain insight into how best
to report your foundation’s information to
the public? Join Chris Petermann and Tom
Blaney for this two-part, interactive session
on the 990-PF and the latest accounting
updates. Learn what key items to focus on
when reviewing the return and common
mistakes and potential future changes to
the form. Other topics will include when
funds are reported as a grant, what happens
when grants are returned, and expenditure
responsibility requirements. Participants
will be encouraged to share the methods
you use for managing and tracking the 5%
requirement. This is Part 2 of a two-part
session. Attending Part 1 is recommended
but not required.
•• Review your 990-PF for accuracy and
identify common errors.
Change: Don’t Just Face It,
Embrace It
LEVEL: ADVANCED
ROOM: BALTIMORE 1
#changemgt
Nicole Howe Buggs, Associate Corporate
Secretary & Director, Grants Management,
Carnegie Corporation of New York
Christopher Percopo, Director of Grants
Management, The Leona M. and Harry B.
Bonnie Rivers, Associate Director, Grants and
Records Management, Carnegie Corporation of
New York
In a sector where innovation is trending,
philanthropic organizations must embrace
changes in technology, processes, and
staffing. Established organizations are
having to adapt to an ever-changing world,
while new organizations are surveying the
changing landscape and trying to create a
process from scratch. Hear from organizations in various stages of existence and
learn how they have successfully navigated
change. You will also learn how to apply their
lessons-learned to implementing change at
your organization.
•• Understand how to manage technologyrelated change in both new and older,
more traditional organizations.
•• Learn how to create an accurate timeline
and manage expectations.
•• Receive tips on how to get buy-in from
both leadership and staff and how to
deal with change fatigue.
for reporting your foundation’s information to the public.
•• Learn to interpret accounting changes
appropriately.
Coding: Exploring
Importance and Avoiding
Pitfalls
LEVEL: GENERAL
ROOM: BALTIMORE 2
#grants #coding
Joanna Amos, Foundation Operations
Coordinator, Northwestern Mutual Foundation
John W. Bateman, Administrative Officer, The
Peter and Carmen Lucia Buck Foundation, Inc.
Jeannine Corey, Director of Grants Information
Management, Foundation Center
Has your organization experienced a
leadership change or a shift in your program
focus or mission? What happens to your
coding infrastructure when these events
occur? Generating accurate search requests
from your grants management system can
be complex and/or time-consuming when
codes have been altered, added, and/or
deactivated. This interactive session will
discuss best practices for implementing
necessary coding changes while maintaining
coding consistency and minimizing the
impact to your organization.
•• Understand the importance of consistent
coding methodology.
•• Learn tactics to adapt coding as program
area focus shifts without burdening
grants management.
•• Learn tools, tips, and tricks to sanely
manage coding during leadership
changes.
Fearless Leadership Is …
Making Every Day Count
LEVEL: INTERMEDIATE
ROOM: BALTIMORE 3
#fearless #leadership
Lorina Marshall-Blake, President,
Independence Blue Cross Foundation and VP
Community Affairs, Independence Blue Cross
Feeling stuck? Not sure what to do or how
to develop your skills to move forward? This
interactive session will engage, entertain, and
24
motivate you to reflect, review, and reshape
your leadership style. Become empowered to
be the leader you envision.
The Funder-Grantee Data
Relationship
•• Inventory your current leadership skills.
LEVEL: INTERMEDIATE
ROOM: BALTIMORE 5
•• Determine at least one change you will
make to grow your leadership style.
Andrew Means, Co-Founder, The Impact Lab
Leading in the Gray:
Exceptions Management
LEVEL: ADVANCED
ROOM: MAGNOLIA 3
#leadinginthegray
Pamela Foster, Managing Director, Program
Operations and Associate General Counsel, The
Rockefeller Foundation
Stacey Stewart, U.S. President, United Way
Worldwide
In the world of grantmaking, there is always
a decision to be made that lies outside of
established policies and procedures, and
sometimes saying “no” just isn’t an option.
Decisions can be even more challenging in
the midst of leadership, strategy, or policy
changes. Grantmaking doesn’t pause just
because your organization is in flux, so
leaders must be able to use the practices
and strategies in place—even as changes are
occurring—as a foundation for making decisions on the fly. This session will provide you
with tools and advice on how to be successful
leading in the gray, where exceptions are the
rule. Let’s shine a light on how we manage
these challenging situations and bring our
collective voices together to generate our
own policy on exceptions management.
•• Understand how to strike the right balance
of transparency and caution in making
decisions and communicating exceptions.
•• Find out how to channel your inner
communications expert when working
with internal staff as well as grantees
and partners.
#grantee #relationships
How can you as a funder make sure that you
are asking for the right information from
your grantees in a non-burdensome way?
What should the data flow between funders
and grantees look like? We’ll discuss these
questions and more.
organization and how to maintain it so it is
effective over time.
•• Be able to approach the creation of a
systems manual and training guide with
a clear set of goals.
•• Understand how to segment sections of
the guide into workable pieces geared
toward user need.
•• Know how to identify areas that could
be improved in existing manuals and
training documents.
•• Learn how to implement introduction
and rollout of the final product to
appropriate audiences.
•• Learn why granularity matters.
•• Know what data is important for what
you care about.
•• Understand how technology can
facilitate the funder-grantee relationship.
The How To of How-To
Guides: Developing and
Delivering Effective Systems
Manuals and Training
Instructions
LEVEL: INTERMEDIATE
#grantmaking #training
Cary Herman, Grant Systems Manager, Office
of Program Services, Ford Foundation
Every grantmaking organization should
have a straightforward yet comprehensive
manual for all staff who play a role in the
grantmaking process, but creating a how-to
guide isn’t easy, and maintaining one when
systems change can be a real challenge. In
this session, we will identify best practices
for creating a systems manual and training
guide. We will also walk through how
to introduce a training manual into your
Understanding the Global
Civil Society Landscape
LEVEL: ADVANCED
ROOM: BALTIMORE 4
#civilsociety
Regan Ralph, President and CEO, Fund for
Global Human Rights
Douglas Rutzen, President and CEO,
International Center for Not-For-Profit Law
(ICNL)
Tomicah Tillemann, Director, Bretton Woods II,
New America
President Barack Obama’s “Stand with Civil
Society” agenda aims to forcefully respond
to the many efforts repressive regimes are
deploying to restrict NGOs around the world.
It seeks to do so in a variety of ways. First,
by working with democratic partners to
improve the domestic environment for civil
society. Second, by strengthening diplomatic
responses to efforts to restrict civic space.
And third, by developing or improving
innovative practices and mechanisms that
support civil society while protecting the
security, privacy and freedom of action of
NGOs operating in restrictive environments.
Philanthropic organizations are needed now
more than ever to fund into this space, and
•• Learn how to find your leadership voice
“in the gap.”
•• See how exceptions can be used as
a trigger to know when policies and
procedures need refining and learn
how to close the loop.
25
ROUND F (CONTINUED)
▼
grants managers can play an important role
in helping facilitate this grantmaking through
streamlined practices.
•• Better understand the many restrictions
that are now being placed on global civil
society.
•• Become more familiar with the quickly
changing international civil society
landscape.
•• Learn what grants managers can do to
make international grantmaking more
efficient and effective.
Foundant User’s Group
LEARNING TRACK: VENDOR SPONSORED
SESSION
ROOM: CAMELLIA
#Foundant
Daren Nordhagen, President, Foundant
Technologies
We’d like to invite all GMN members who are
Foundant Grant Lifecycle Manager (GLM)
users to gather with Foundant President
Daren Nordhagen for this free User Group
event. Here you will get a walk through of the
most recent GLM release information, quick
tips training, and a chance to ask questions
and network with others just like you. While
this event will be focused on providing
information to current Foundant GLM users,
others interested in attending are welcome.
26
ROUND G
Wednesday, March 18
9:00 am – 10:15 am
▼
Ethics in Grants Management
LEVEL: GENERAL
ROOM: BALTIMORE 1
#grantmaking #ethics
Mary Valadez, Senior Grants Director, Dallas
Women’s Foundation
There are many rules of conduct for
grantmaking that are not spelled out in the
Treasury regulations, and grants managers
are often challenged when they have to
navigate this gray area. This session will
provide some best governance practices
for dealing with grants management issues
when the rules aren’t always clear. Topics
will include conflicts of interest, grantor/
grantee relations, confidentiality, quid pro
quo, faithful stewardship, and transparency.
We will also discuss actual ethical dilemmas
faced by grants managers and explore
options for solving them.
•• Be able to define and identify situations
that potentially present an ethical
dilemma.
•• Learn best governance practices on how
to ethically deal with grant issues of a
sensitive nature.
•• Discover methods for ensuring fairness
and transparency throughout the
grantmaking process from review to
post-award.
Implementing Simplify:
Helping Nonprofits Advance
Their Missions
LEVEL: ADVANCED
ROOM: MAGNOLIA 2
#Simplify
Lisa Pool, Executive Director, Technology
Affinity Group
Debra Snider, Vice President, Operations,
GuideStar
Simplify is a new approach to streamlining
the grant application process based on a
common database (GuideStar Exchange)
instead of a common application. TAG and
GuideStar developed this initiative based on
the recommendation from Project Streamline
to eliminate the repetitive elements of grant
applications. With Simplify, nonprofits can
spend time advancing their missions instead
of completing unnecessary paperwork, and
funders can manage their grantmaking process more efficiently. Learn about Simplify’s
benefits, history, future vision, what it costs,
and how you can get started. Grantmakers
who have implemented the Simplify
approach will share their experiences.
•• Know the benefits of Simplify as well as
its history and future vision.
•• See examples of how Simplify has been
implemented and be able to take advantage of other grantmakers’ experiences
to improve your own implementation.
•• Understand how to proceed to implement Simplify at your organization.
Learning and Growing:
Become the Grants Manager
of the Future
LEVEL: GENERAL
#grantmaking #future
Sara Davis, Director of Grants Management,
The William and Flora Hewlett Foundation
The role of the grants manager is constantly
evolving along with changes in practice,
shifts within the sector, and the advancement
of technology. Grants managers have the
opportunity to step forward in many new
and exciting areas to bring more value to
their organizations, advance grantmaking
practice, and work at the leading edge of
the philanthropic sector. Learn how this time
of opportunity gives you a chance to think
about your roles differently, seek new areas of
growth, and learn new skills so you are ready
to be the grants managers of the future.
•• Understand the changing role of grants
managers and the evolution of the field.
•• Learn skills to become a more visible
and valuable presence within your
organization.
•• Get tools to make informed choices
regarding your own professional
development and to stay current with
sector practices.
Navigating a Grantee Site Visit
Reinventing How We Work
LEVEL: GENERAL
ROOM: BALTIMORE 2
LEVEL: GENERAL
ROOM: BALTIMORE 3
#sitevisits
#reinventingwork
Jenny Brody, Co-Executive Director, DC
Volunteer Lawyers Project
Jamila Larson, Executive Director and CoFounder, Homeless Children’s Playtime Project
Symone McClain, Manager of Grants and Office
Operations, William J. and Dorothy K. O’Neill
Foundation
Jane Ward, Grants Manager, Eugene and
Agnes E. Meyer Foundation
Conducting effective site visits with potential
and current grantees is a key component of
most funders’ grant review process. What is
your process for conducting site visits? Has
your organization defined its objectives?
Have you implemented feedback from your
grantees about the site visit process? Both
the funder and potential grantee play an
important part in the site visit. Learn from
grantmakers and grantees their best practices
for navigating a grantor/grantee site visit.
•• Learn strategies for scheduling and
conducting site visits in person and
through conference calls.
•• Find out how the information received
from site visits informs decision-making.
•• Work with other participants to identify
ways grants managers can become more
involved in the site visit process.
Maria Carney, Senior Program Manager,
Investment Workflow Team, Bill & Melinda
Gates Foundation
Amy Yeater, Manager, Grants & Contracts
Management Team, Bill & Melinda Gates
Foundation
In 2012, the Gates Foundation set out to
improve and standardize their grantmaking
and management process. Their goal was to
reduce time on process and provide more
time to think, innovate, and build relationships, helping them to achieve results for the
people they serve. In 2013-14, the Gates Foundation piloted, improved, and then launched
the new process foundation-wide. In this
session, staff from the Gates Foundation
will explain how they tackled these changes,
why it mattered internally and externally, and
what they’re still working to improve.
•• Understand key aspects of the Gates
Foundation’s methodology: How they
diagnosed the problems to be solved,
their design principles, and how they
identified the key “customers” of the
process.
•• Know how and why a focus on internal
issues with their process translated into
better grantee relations and satisfaction
and reinforced the foundation’s core
values: innovation, rigor, collaboration,
and optimism.
•• Learn the three most significant changes
in how the Gates Foundation develops
a grant.
•• Learn the three things the Gates
Foundation didn’t get right and what
they are improving.
27
ROUND G (CONTINUED)
▼
The Impact Genome Project™
—Universal Outcomes in the
Social Sector
LEVEL: ADVANCED
ROOM: BALTIMORE 4
#missionmeasure
Jason Saul, Chief Executive Officer, Mission
Measurement
Philanthropic organizations have long been
challenged with the ultimate question: are
we really moving the needle? Social impact
is varied, unique, and notoriously difficult
to measure. What can we learn from other
sectors that have been able to measure
and predict outcomes? Finance predicts
outcomes using credit scores. Pandora can
predict outcomes in music using the Music
Genome Project. Medical researchers can
predict health outcomes using the Human
Genome Project. It’s time for the social sector to do the same. The Impact Genome Project™ is an evidence-based initiative designed
to measure and predict social outcomes for
foundations, nonprofits, and government.
The IGP has standardized the catalogue of
social outcomes from a research base of over
78,000 outcome data points. The power to
standardize outcomes, to predict a grantee’s
impact on those outcomes, and to create
sector benchmarks holds great promise for
higher impact grantmaking.
•• Learn the transformational implications
of big data for grantmaking strategy and
better resource allocation.
•• Find out about powerful new measurement tools for predicting social outcomes
before programs run their course.
•• Understand how to leverage measurement for your organization’s benefit with
standard outcomes, benchmarking, and
predictive data.
28
Trends in Corporate
Philanthropy
LEVEL: GENERAL
ROOM: MAGNOLIA 3
Mark Shamley, President & CEO, Association of
Corporate Contributions Professionals
The role of the corporate grantmaker has
changed significantly in recent years. We have
had to become more skilled at leveraging
limited philanthropic resources and learn to
view our programs through an ROI lens. We
have also dealt with increasing demands
on our profession to not just serve the
community but to harness the power of social
responsibility to build better brands, create
market opportunities, and increase customer
and employee loyalty. Today, a company’s
reputation is at stake if it isn’t contributing
positively to help solve issues such as hunger,
poverty, human and civil rights, or other
equally daunting problems. As we navigate
the integration of corporate philanthropy
across the entire business, we need to obtain
a higher level of understanding of multiple
functional areas, what drives success in those
areas, and how corporate responsibility
can influence positive outcomes. In this
session, Mark Shamley, President & CEO of
the Association of Corporate Contributions
Professionals, will provide an overview of
trends in the corporate philanthropy sector.
He will also facilitate a conversation with two
corporate funders to discuss how they have
had to evolve in their roles to respond, and
often stay on top of and ahead of, trends in
the world of corporate philanthropy.
•• Understand the landscape of trends
impacting corporate philanthropy.
•• Explore new ways to tap into the unique
competencies, skills, and resources of
your company to build mutually beneficial alliances within the community.
•• Receive tips from other corporate
funders who have navigated through
the changing world of corporate
philanthropy and learn how their jobs
have evolved during their careers.
Versaic: Getting from
Strategy to Impact Using a
Results-Focused Approach
ROOM: CAMELLIA
#Versaic
Burt Cummings, CEO, Versaic
Kristin Meyer, Vice President, Starwood Hotels
& Resorts Worldwide Foundation, Inc.
Giving organizations often face challenges in
measuring their outcomes against the larger
goals they’re trying to achieve. First, they
need to define what success looks like, then
integrate it into all aspects of their program.
In this session, Burt Cummings will moderate
a discussion with Kristin Meyer and Wendy
Watson-Hallowell who will discuss how the
three organizations collaborated to develop a
rich, multi-layered approach for managing and
increasing the social change that supports the
Starwood Foundation mission.
Save the Date!
11th Annual Conference
March 14–16, 2016
N E W O R L E A N S M A R R I OT T
CONFERENCE SPONSORS
TURNER
FOUNDATION
INC.

2015 Conference Program - Grants Managers Network

Transcription

Similar documents

Sunday May 22nd Ellouise Schoettler

2012 Annual Report

Morgan Stanley Smith Barney Benefit Access Quick

attached flyer - Baltimore St. Patrick`s Day Parade

2011 Annual - Communities of Coastal Georgia Foundation

A is for Adopt A Spot B is for BIG Spring Clean

Baltimore LGBT Guide Media Kit

2010 Annual Report - The V Foundation for Cancer Research

Nina Allen Minkyeong Bae Richard Blake Keia Butts Leslie Chung