October 14-16, 2018 | Wichita Marriott Hotel
Inspiring Thriving Communities
Inspiring Thriving Communities

Day 1 - Oct 14, 2018

1:30  Registration for Pre-Conference Retreats Opens

2:00 – 5:00  Pre-Conference Retreats

Community Foundation Basics Part 1

Corporate Hills Ballroom

Speakers: Rosemary Dorsa & Terri Johnson

Track: Basics

Moderator: Rosemary Dorsa

*This retreat is supported by the Indiana Philanthropy Alliance.

Community foundations are unique and complex organizations and the task of orienting and training new staff and board members is a constant challenge. “Community Foundation Basics” is a fast-paced overview of all the major functions of a community foundation. Topics include:

  • History and Purpose
  • Governance
  • Fund Management
  • Asset Development
  • Grantmaking and Community Leadership
  • Finance and Investments
  • Legal Issues
  • Operational Sustainability
  • Lifecycles of Community Foundations 

CEO Retreat: Change Isn’t What It Used to Be-What Nature Can Teach Us About Living in Dynamic Times

Atrium Room

Speaker: Kathleen Allen

Track: Governance

Moderator: Megan Barber Allende

*This retreat is supported by Commuity Giving and Mason Investment Advisory Services. 

Nature has a lot to teach us about the power of a higher purpose, influencing living organizations and communities, and building adaptive capacity. A living organization is in constant change. Instead of driving change down the hierarchy, leaders use information and feedback to unleash adaptation to changing conditions. This session will share key concepts from nature that we can use to lead resilient community foundations and the communities we care about. All participants will receive a copy of Leading From the Roots: Nature Inspired Leadership Lessons for Today’s World (register by September 15 and your copy will be mailed to you for pre-conference reading).

Board Member Retreat: Four Operating Models of Community Foundations

Salon 1-2

Speaker: Steve Alley

Track: Governance

Moderator: Steve Alley

Ekstrom Alley Clontz & Associates developed the four operating models framework in conjunction with the Florida Philanthropic Network and have used this tool with more than 100 community foundations around the country. Most community foundations operate in each of the four areas to some degree - Donor Focused, Grant Focused, Fiscal Agent and Leadership – although they do this in different proportions depending on assets and their external environment. This interactive workshop will enable board members to learn about the four models and the tradeoffs that may be required as the foundation considers its primary focus and how to align the foundation’s business model with its work.

Leading with Impact: Understanding the Tool of Mission-Aligned Place-Based Investing

Rooms DE

Speakers: Aubrey Abbot Patterson, Don Macke, Deb Markley, Michael Wilson & Jeff Usher

Track: Leadership

Moderator: Holly Rooks

*This session is supported by Network KS and LOCUS Impact Investing.

Place-focused foundations have important roles to play in inspiring and investing in thriving communities. Working with the community, these foundations can help to define the impact desired and to identify the full range of resources that can be brought together in a catalytic way to achieve this impact. Within this context, this session will explore the unique tool of impact investing with a specific focus on mission-aligned place-based investing. To appeal to foundations at all levels of interest and experience, the session will describe how foundations are becoming more impact driven. We will provide an overview of the growing field of impact-investing, defining terms and creating a common language for participating foundations. Most importantly, we will explore several foundation stories to demonstrate how foundations are doing direct impact investing – from “sticking a toe” into impact investment waters to years of lending to nonprofits and partnering with regional development organizations. Together we’ll discuss issues such as finding the funds to support direct investing, identifying and engaging the right partners and other topics surfaced by participants. We’ll identify a set of resources that foundations can explore on their own, regardless of the level of experience or interest you bring to this session. 

Disaster Philanthropy: A Practical Guide to Philanthropy in Disaster and Recovery

Rooms AC

Speakers: Susan Lamb, Bob Ottenhoff, Angie Tatro & Kelly Thompson

Track: Program

Moderator: Angie Tatro

*This session is supported by the PPREP-Funders’ Network for Smart Growth and Livable Communities.

The future of our communities will require creative thinking about preparation prevention, mitigation and adaptability in dealing with low and high attention disasters. Learn how to design your community disaster preparedness workbook, strategies for building community resilience, tactics for attending to socially vulnerable populations, exploring the impacts of trauma after a disaster, and examples for designing disaster grant programs. Presenters are from the inaugural cohort of the Center for Disaster Philanthropy’s (CDP) Philanthropic Preparedness, Resiliency and Emergency Partnership (PPREP). Get the latest, and surprising, data on disaster philanthropy from the Foundation Center and the president of CDP, Bob Ottenhoff.

Comprehensive Legal Retreat for Community Foundations – the Basics and Beyond

Room F

Speaker: Suzanne Friday

Track: Legal

Moderator: Christy Tustin 

*This session is supported by the Council on Foundations. 

Suzanne Friday, Senior Counsel and Vice President of Legal Affairs at the Council on Foundations, will present an intensive 3-hour session designed to cover legal basics for community foundations as well as more advanced topics. Beginning with an overview of the tax code and other relevant legal authority governing community foundations, Suzanne will also discuss topics such as donor control, board authority, permissible grants including grants to individuals and grants to non-charities, and donor advised fund rules and restrictions.


5:00 - 6:00  Pre-Conference Reception

Resources Hall

*The Reception is supported by Foundant Technologies.

Share your thoughts and impressions after the Retreats, meet new colleagues and reconnect with old friends. The Reception will take place in the Conference Resources Hall area.