Day 2 – Thursday, October 13, 2022
All times Central Standard Time (CST)
Schedule is subject to change
Special Thanks to:
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7:30am Registration Open Breakfast on Your Own
8:30-10:45am Deeper Dives
Impact Investment Deeper Dive
Fulfilling the Impact Promise: How to Design a More Effective and Equitable Local Impact Investing Program
Atrium
Speakers: Lisa O’Mara and Travis Green
Track: Finance/Operations
Ambassador and Conference Support Team: Aaron Larson
It’s time to move beyond the basics of local impact investing and instead dig deeper into best practice. Through 2021, LOCUS engaged community foundations in discussions to define “equitable and effective local impact investing.” This session will highlight seven guideposts that emerged and, with the help of a panel of community foundation practitioners, illustrate those guideposts in action. Following the panel, participants will discuss their existing/desired impact investing programs and how the guideposts may inform their work going forward.
*This Deeper Dive is supported by E2 Entrepreneurial Ecosystems, Jumpstart.
Equity Deeper Dive
Four Foundation Strategies to Increase Equity in Your Community
Salon 1-2
Speakers: Katherine Kreuchauf and Diego Zegarra
Track: Public Policy/Advocacy
Ambassador: Eric Hozempa
Conference Support Team: Dodie Doudna
Leading with our strongest asset- community leadership- foundations can take intentional and strategic steps to build more equitable communities, stabilize neighborhoods, increase, and cultivate home-grown talent, invest locally, and support the next generation of local community leaders.
*This Deeper Dive is supported by the United Philanthropy Forum and TechSoup.
Rural Deeper Dive
The Important Role of Rural Community Foundations in Cultivating Collective Change
Room D
Speaker: Yazmin Wood and Lindsey Wilke
Tracks: Leadership and Rural
Ambassador: Vanessa Bechtel
Conference Support Team: Charli Brickner
Community foundations often play the essential role of working in the gaps. Their intricate knowledge of community needs coupled with donor aspirations lends them a unique vantage point to foster outside-of-the-box collaborations and experimentation. Legacy Foundation will detail examples of working with major funders to collaboratively address countywide youth mental health, Covid-response efforts, and needs assessment work.
Legal Deeper Dive
Trending Legal Issues Facing Community Foundations
Rooms E
Speakers: Ben McDearmon
Track: Legal
Ambassador: Kevin von Bronkhurst
Conference Support Team: Mariah Michaelis
In this session, we will dive into some of the most pressing issues and concerns community foundations are dealing with today. Topics will include working with agency funds, donor advised funds, grants to individuals and non-charities, and more.
*This Deeper Dive is supported by Stellar Technology.
SDGs Deeper Dive
Creating Community Foundation Connections with the SDGs: A Look at Welcoming Communities and a Kansas Experiment
Room F
Speakers: Daniel Valdez, Carla Farmer, Vanessa Lohf, Sarah Jolley, Becky Nickel, Yazmin Wood, Karly Frederick, Conny Bogaard, and Teryn Carmichael
Tracks: Asset Development/Sustainability, Program, and Leadership
Ambassador: Michael Layton
Conference Support Team: Laura Baron-Reyes
The Sustainable Development Goals (SDGs) framework along with Welcoming America’s practices can help community foundations further advance their work of building local philanthropy and equitable communities. In this story-filled session, we will explore these concepts and witness the journeys of community foundations that are putting these ideas into practice.
To begin the session, Daniel Valdez will share results of a study that shows how the Welcoming America work connects with the SDGs and community foundation efforts to build more inclusive communities to help both immigrants and longtime residents alike feel at home in their community. From there, we’ll hear the “Hallmark-like” story of a small, rural town embracing three families from Afghanistan following the rush to flee their country with nothing but the clothes on their backs. Participants will learn how small changes to the grant-making process energized a Kansas community foundation board and opened its eyes to new possibilities through partnerships with other organizations to become a catalyst for revitalization and growth in Fort Scott.
Five small and rural community foundations will then share their comprehension, insights and first steps in applying the SDG framework to the work of their community foundations following a year of collaborative learning. You will hear stories of the adaptive ways in which these experimental leaders are embracing the SDGs while moving toward intentionally creating a welcoming community with a better and more sustainable future for all.
*This Deeper Dive is Supported by the C. S. Mott Foundation and Welcome America.
Community Foundations Basics Part 2
Corporate Hills Ballroom
Speakers: Amy Haacker and Sarah Aguirre Origer
Track: Multi-Track
Ambassador: Stacie Hahn
Conference Support Team: Chelsea Knight
Community foundations are unique and complex organizations and the task of orienting and training new staff, and board members is a constant challenge. The Indiana Philanthropy Alliance, thanks to ongoing support from Lilly Endowment Inc., offers a training and technical assistance program for community foundations, known as GIFT. The goal of our two-session, six-hour program “Community Foundation Basics” is to provide participants with on overview of the structure and operations of a community foundation. Topics covered include:
- History and purpose
- Board governance
- Gifts and funds
- Asset development
- Grantmaking
- Community leadership
- Finance and investments
- Legal Issues
- Operational sustainability
- Lifecycles of community foundations.
10:45 – 11:30am Networking Break for in-person attendees
Resources Hall
*This break is supported by the Ventura County Community Foundation.
Blind Dates for on-line attendees
Online
Conference Support Team: Chelsea Knight and Laura Baron-Reyes
Ever wondered what it would be like to meet someone you don’t know in a virtual environment or be connected with someone you have not seen in a while? This is your chance to try it out in a safe professional environment. Discuss your conference experience, see if you have any common interests (you know you do because you’re at our conference!) and share ideas. Designed to be fun and low key, you will be paired up with other attendees who also want to meet new people or reconnect with old friends.
*This break is supported by Kansas Leadership Center.
11:30am – 1:00pm Opening Plenary Lunch
Value Aligned Philanthropy
Ballroom A-F
Speakers: Nidale Zouhir and Winter Kinne
Track: Governance
Conference Support Team: Penny Tinsman
How are community foundations applying a values-aligned philanthropy lens and what unique challenges do they face? Join this plenary session to hear about community foundation leaders’ championing a values-aligned approach to grantmaking, learn how they established supportive policies at their foundation, and hear how to apply the no cost Council on Foundations VAP Toolkit to the important work being done by your foundation.
*This Plenary Lunch is supported by the CFExpress Training.
1:00 –1:30pm Meet the Exhibitors
Resources Hall and Online
Conference Support Team: Aaron Larson
Take a stroll through our in-person (if you are participating in person) or virtual exhibit hall and attend exhibitors’ booths. Our exhibitors are here to help you take your foundation operations to new heights. Each Exhibitor was invited because they offer proven valuable resources and opportunities for community foundations. Get to know them. And if you are already a client, stop by to say “hello” and to thank. If you engage online, watch the Exhibitors’ video highlights, review links and handouts or simply video chat (meet) with our terrific exhibitors.
1:30 – 2:30pm Concurrent Sessions 1
1.1 Why Local News Matters to Community Foundations
Atrium
Speaker: Courtney Bengtson
Track: Program
Level: Intermediate/Advanced
Ambassador: Matthew Shepherd
Conference Support Team: Charli Brickner
Come eager to learn why local information needs are pertinent to addressing your community's most pressing challenges, how the Wichita Community Foundation settled on news and information as a key grantmaking focus area, and how the staff and Board approved its largest unrestricted grant in the history of the organization - $1.1 million - to kickstart a regional nonprofit digital news operation.
*This break is supported by Wichita Community Foundation and Knight Foundation.
1.2 Inside Out Capacity Building
Room AB
Speaker: Tamela Spicer
Track: Governance
Level: Intermediate/Advanced
Ambassador: Vanessa Bechtel
Conference Support Team: Mariah Michaelis
Community foundations have a unique opportunity to elevate voices and drive social change. Yet many foundations struggle to balance their own staff (paid or volunteer) capacity with supporting growth for their external nonprofit partners. Maximizing this internal and external capacity can lead to even greater impact in building equitable, safe, and thriving communities. In this interactive session, Tamela Spicer will guide discovery and discussion around how competency-based professional development, both inside and outside of the foundation, can help unleash the capacity of both your staff and your nonprofit partners. Key outcomes include:
- Distinguishing between professional development, technical assistance, and capacity building
- Exploring how competency models can be used to develop organizational capacity
- Shared peer learning to help your communities thrive
This session will expand your thinking, ignite your innovative spirit, and provide practical tips and tools to develop your foundation’s impact through equitable capacity-building design and practices.
1.3 Everyone Communicates Few Connect
Salon 1-2
Speaker: Dale White
Track: Communications/Marketing
Level: Rural
Ambassador: Holly Rooks
Conference Support Team: Dodie Doudna
The ability to connect with others is a major determining factor in reaching your full potential. It’s no secret! To amplify your impact, you must learn to connect with others. If you can connect with others - your sense of community improves, your ability to create teamwork increases, and your influence skyrockets. People who connect with others have better relationships, experience less conflict, and get more things done than those who cannot connect. Leaders who have learned the art of connection are able to communicate their ideas, persuasively, establishing buy-in and attracting followers. Only one thing stands between you and your success. It isn’t experience; it isn’t talent. If you want to succeed, you must learn to connect with people. And while it may seem like some people are just born with it, the fact is anyone can learn to make every communication an opportunity for a powerful connection. In this session we will explore a few of the principles and practices of connecting that will help you amplify your impact in your community…. And you can start now by taking this session!
*This break is supported by Dane G. Hansen Foundation.
1.4 Awareness To Understanding: Engaging Donors for Impact
Room D
Speaker and Ambassador: Joe Sorenson
Track: Asset Development/Sustainability
Level: Rural
Conference Support Team: Chelsea Knight
Too often we hear that our local community foundations are the best kept secret in town. That donors didn’t know or understand the variety of ways community foundations can assist donors in meeting their charitable goals. This session will provide proven strategies to move donors, professional advisors, and civic leaders from being aware of the community foundation to understanding how our organizations can be a part of creating impact in our communities. Attendees will have the opportunity to engage with each other to takeaway concrete ideas they can use at their own community foundation no matter the size or type of community served.
*This break is supported by Dane G. Hansen Foundation.
1.5 CF’s Tax Compliance, Standards, and Alternative Investments Gotcha’s
Room E
Speaker: Pamela Alexanderson
Track: Finance/Operations
Level: Intermediate/Advanced
Ambassador: Matthew Shepherd
Conference Support Team: Jen Leveille
We will discuss the rules that community foundations should know when it comes to regulatory compliance with your investment policy and portfolio. Various investment classifications have different reporting requirements, and some are subject to hefty excise tax for non-compliance. Learn what is required to meet the standards and keep your foundation in compliance.
1.6 Building Toward Impact: How to Approach Impact Investing with Limited Capacity
Room F
Speakers: Ian Shelledy and Terra Winter
Facilitator: Brad Ward
Track: Finance/Operations
Level: Rural
Ambassador: Angie Tatro
Conference Support Team: Aaron Larson
Impact investing can feel overwhelming with the variety of approaches to consider. Successful programs have been built through a series of baby steps. With case studies from Community Foundation of Utah and Community Foundation of Southern New Mexico, this session will focus on straightforward strategies to ensure every dollar is mission-aligned, without creating a significant operational and governance burden for small foundations. Whether a staff of two or ten, we will explore easy to replicate examples of how to become more impact investing-oriented while avoiding pitfalls others have experienced.
*This break is supported by the Kansas Office of Rural Prosperity and Dane G. Hansen Foundation.
1.7 The Onion Dialogues: Grantmaker Conversations about Race and Racism You Need to Have (But don't know how to)
Room: Corporate Hills Ballroom
Speakers: Amy Owen and Tamara Copeland
Track: Public Policy/Advocacy
Level: Intermediate/Advanced
Ambassador: Kevin von Bronkhurst
Conference Support Team: Laura Baron-Reyes
Just as an onion has many layers, The Onion Dialogues engages participants in a multi-faceted discussion about race and racism in ways that will touch your Community Foundation staff, Board of Directors, and grantees. Exploring topics such as language, systemic racism throughout US history, microaggressions, white fragility, and more, Amy Owen and Tamara Copeland lead participants through an interactive dialogue in this sample session from a sister community foundation's leadership initiative, Racial Equity Framework.
2:30 – 2:50pm
Networking Break for in-person attendees
Resources Hall
*This break is supported by Moss Adams.
Blind Dates for on-line attendees
Online
Conference Support Team: Laura Baron-Reyes
Ever wondered what it would be like to meet someone you don’t know in a virtual environment or be connected with someone you have not seen in a while? This is your chance to try it out in a safe professional environment. Discuss your conference experience, see if you have any common interests (you know you do because you’re at our conference!) and share ideas. Designed to be fun and low key, you will be paired up with other attendees who also want to meet new people or reconnect with old friends.
*This break is supported by Longmont Community Foundation.
2:50 – 3:50pm Concurrent Session 2
2.1 Affiliate Wrangling - Things to Consider Before You are Thrown from the Horse
Atrium
Speakers: Robin Ferriby and Joe Sorenson
Track: Legal
Level: Rural
Ambassador: Rosemary Dorsa
Conference Support Team: Dodie Doudna
This session will explore models for managing affiliates including advised field of interest funds, supporting organizations and independent charities. Policy and practical matters involving staffing, investments, fundraising, gift and fund acceptance policies, marketing and termination and sunset provisions will be discussed. Is your community foundation prepared for the ride?
*This break is supported by Dane G. Hansen Foundation.
2.2 How to Spot Fraud, Accounting Fundamentals for Community Foundations
Salon 1-2
Speaker: Eric Kientz
Track: Finance/Operations
Level: Basic
Ambassador: Matthew Shepherd
Conference Support Team: Mariah Michaelis
This session will amplify the impact of your community foundation's administrative core. Using a case study of the largest case of municipal fraud in US history, we will discuss practical ways to optimize duties and responsibilities within your organization to minimize the risk of fraud and enhance your financial reporting abilities.
2.3 The Art and Science of Benchmarking Your Rural Community
Room AB
Speaker: Hrishue Mahalaha
Track: Governance
Level: Rural
Ambassador: Angie Tatro
Conference Support Team: Charli Brickner
The team of the Community Foundation of the Ozarks, Missouri State University, and Innovation Economy Partners collaborated to design a measurement tool that benchmarks key insights from local citizens. After 2 years of refinement, and collecting 1000+ survey responses, the team has established a process that can provide transformational insights to rural leaders.
In times of crisis, the leaders of Fortune 500 companies often benchmark their organization with other like businesses. In doing so, the leaders can more easily identify where the organization is uniquely positioned and where its most pressing threats lie. By having a comparative view of the organization's capabilities, the leadership can create a rallying cry and quickly mobilize internal leaders behind a focused agenda. Borrowing corporate strategies can also help enable rural transformation. Rural citizens and leaders are passionate about their communities. Sometimes, what they lack is a clear enough picture to understand where to prioritize their precious limited capacity. Imagine if local rural leaders could get inside the heads of their citizens and access insights that could provide a deeper level of understanding? More importantly, imagine if the leaders could both measure the shifting local trends and benchmark their local community with other similar communities.
*This session is supported by the Community Foundation of the Ozarks and Community Foundation of the Ozarks.
2.4 The Holy Grail: Influencing Public Policy to Amplify Impact
Room D
Speaker: Len Bartel
Track: Public Policy/Advocacy
Level: Basic
Ambassador: David Rosado
Conference Support Team: Laura Baron-Reyes
Influencing policy is critical to amplifying your impact, no matter your size. As a result of findings from Going All In, CFLeads is supporting the field's growing interest in policy – as individual foundations and collectively. This interactive session will include peer stories on how they approach policy in their work.
2.5 Gold-Standard Donor Relations
Room E
Speakers: Nancy Jackson and Chris Lehecka
Track: Communications/Marketing
Level: Basic
Ambassador: Holly Rooks
Conference Support Team: Aaron Larson
Donors and fundholders may say they don't need to hear from you much, but gold-standard donor relations include more frequent touches, super substantive touches, and great questions that ultimately attract new donors and encourage new investment from donors and agency fundholders alike. We'll share exactly who to include in your plan, what to say and send to them when, and how to create and calendar your plan for the whole year so it's easy to execute. Throughout, Greater Salina Community Foundation will share stories and outcomes of how their plan is making a difference in real life!
2.6 The Power of Community Foundations to Organize Small and Large Donors in Support of Rural Communities
Room F
Speakers: Renee Catacalos and Kari McCann Boutell
Track: Leadership
Level: Rural
Ambassador: Vanessa Bechtel
Conference Support Team: Chelsea Knight
Small donors and place-based donors, as well as larger donors from outside a community can both look to community foundations to help them identify and potentially align funding to tackle larger systemic problems. Members of the United Philanthropy Forum's Rural Philanthropy Working Group will discuss how regional associations of grantmakers, and issue-based affinity groups can partner with community foundations to leverage each other’s areas of expertise and organize national, regional, and local funders for more effective rural grantmaking.
*This break is supported by Dane G. Hansen Foundation.
2.7 Amplify Impact and Sustainability by Empowering Youth
Corporate Hills Ballroom
Speakers: Mandy Sharp Eizinger and Amy Streator
Track: Program
Level: Intermediate/Advanced
Ambassador: Michael Layton
Conference Support Team: Jen Leveille
The impact that rural philanthropic organizations will make in our communities will come from the heart of our youth. Learn how the Ripley County Community Foundation has developed pathways to educate, inspire, and empower youth, with the intention that they’ll become our next generation of sustainable community leaders.
*This break is supported by blue & co.
3:50 – 4:15pm
The Lawyer is In and Networking Break
You will be able to sign up though our online platform for an in-person or virtual one-on-one consultation session with a legal expert.
Room D
Legal Expert: Ben McDearmon
Room F
Legal Expert: Robin Ferriby
Networking Break for in-person attendees
Resources Hall
*This break is supported by League of California Community Foundation.
Blind Dates for online attendees
Online
Conference Support Team: Dodie Doudna and Mariah Michaelis
Ever wondered what it would be like to meet someone you don’t know in a virtual environment or be connected with someone you have not seen in a while? This is your chance to try it out in a safe professional environment. Discuss your conference experience, see if you have any common interests (you know you do because you’re at our conference!) and share ideas. Designed to be fun and low key, you will be paired up with other attendees who also want to meet new people or reconnect with old friends.
4:15 – 5:45pm Kansas Community Foundations Reunion: KACF Business Meeting and Kansas Community Foundation’s Flash-Round
Atrium Room
Ambassador: Karl Pratt
Conference Support Team: Charli Brickner and Laura Baron-Reyes
Meet with your Kansas peers and the leadership of the Kansas Association of Community Foundations to learn about progress and plans made towards growing community foundations in Kansas. KACF members are asked to attend to vote for their future and to share their successes and challenges. In addition, your Kansas peers will present a flash-round on the following topics:
Giving For Good: Grant Catalog Crowd Funding Fundamentals
Speaker: Lori Trenholm
Track: Asset Development/Sustainability
Level: Basic
Douglas County Community Foundation is using our CSuite Foundant Grant Catalog program to make grant funding EASY for our nonprofit organization partners. Our donors are always asking us "what do nonprofits need?" and because we work with so many, we have a new way to gather all their needs in one place. And, our donors can give directly from their DAFs, making the connection for resources from donors to nonprofits super simple! With six easy steps, we can take a nonprofit grant project need to our donors. We provide training opportunities tips and tricks for our nonprofits to tell a story of transformation in a short description to have the most impact on the donors and their ability to reach their grant project funding goals. In ten minutes (or less), we’ll tell you how we do it! End those grant program scheduling lulls and stress with a new way to share the work with your nonprofit partners and share the love from your generous donors.
Giving Days for Small and Rural Community Foundations
Speaker: Stacie Hahn
Track: Asset Development/Sustainability
Level: Rural
Giving Days can be an excellent tool for community foundations of any size. During this portion in this lightning round of presentations, learn how Stacie Hahn and the rest of the team at the small, but mighty, Western Kansas Community Foundation (WKCF) have utilized "MatchDay" in rural southwest Kansas to amplify giving to benefit area non-profits and the foundation. Through a unique giving day model, the WKCF has built upon five consecutive years of increased fundraising success to benefit participating agencies and the foundation, both now and into the future.
*This break is supported by Dane G. Hansen Foundation.
4 Day Week and Employee Care
Speaker: Darci Schields
Track: Governance
Level: Rural
Community Foundation of Northwest Kansas allows their staff to utilize Fridays as a make-up day if they need to for working around doctor appointments or kids’ school events (with prior approval). For example - if they take three hours off on a Tuesday to attend an out-of-town basketball game, they essentially have the option to come in on Friday to make up that time or they utilize their PTO hours. The Foundation has been on a 4-day work week from the very beginning – it works well for them!
*This break is supported by Dane G. Hansen Foundation.
Youth Perceptions in NW Kansas Communities
Speaker: Nadine Sigle
Track: Leadership
Level: Rural
Our youth are both the present and the future of Kansas communities. To gather their thoughts and opinions of their hometowns, over 2,030 North West Kansas high school students participated in a youth survey. This section of the lightning round will cover some of the findings from the survey and share how the survey could easily be replicated in other areas of the state.
*This break is supported by Dane G. Hansen Foundation.
The Lawyer is In and Networking Break
You will be able to sign up though our online platform for an in-person or virtual one-on-one consultation session with a legal expert.
Room D
Legal Expert: Ben McDearmon
Room F
Legal Expert: Robin Ferriby
Networking Break for in-person attendees
Resources Hall
*This break is supported by the League of California Community Foundations and Bowercomm.
Blind Dates for online attendees
Online
Ambassadors: Dodie Doudna and Mariah Michaelis
Ever wondered what it would be like to meet someone you don’t know in a virtual environment or be connected with someone you have not seen in a while? This is your chance to try it out in a safe professional environment. Discuss your conference experience, see if you have any common interests (you know you do because you’re at our conference!) and share ideas. Designed to be fun and low key, you will be paired up with other attendees who also want to meet new people or reconnect with old friends.
5:45pm Bus Loading for Off-site Reception
Back Entrance on the North Side of the Building
6:00 – 8:00pm
Welcome Reception at Old Cowtown Museum
(6:30 online streaming from the reception followed by Blind Dates for the online audience 7:00- 8:00pm)
Join us for an evening of engaging conversations and refreshments at the Great Room and Patio of the Old Cowtown Museum - a representation of Wichita's early days and entrepreneurial development. As we tackle modern history, travel back in time to the late 1800's to a frontier settlement on the Chisholm Trail. Creating a new town in the middle of the "Great American Desert" took courage, ingenuity, and an entrepreneurial spirit, - are there any parallels to navigating a community foundation through the amplifying times of the XXI century?
Guided tours will be available to the reception attendees. Established in 1950, Cowtown is one of the oldest open-air history museums in the Midwest. It is accredited by the American Alliance of Museums (only 3 percent of the nation's estimated 34,144 museums are accredited). The Museum sits on 23 acres and features 54 historic and recreated buildings as well as over 10,000 artifacts: textiles, furnishings, furniture, tools, and art.
A shuttle bus will provide transportation between the hotel and Mark Arts. Registration is required.
7:00-8:00pm
Blind Dates for online attendees
Online
Conference Support Team: Chelsea Knight and Dodie Doudna
Ever wondered what it would be like to meet someone you don’t know in a virtual environment or be connected with someone you have not seen in a while? This is your chance to try it out in a safe professional environment. Discuss your conference experience, see if you have any common interests (you know you do because you’re at our conference!) and share ideas. Designed to be fun and low key, you will be paired up with other attendees who also want to meet new people or reconnect with old friends.