Nonprofit Leadership Summit Schedule
July 24, 2014

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Registration & Visit Exhibitor Fair

9 – 9:30 a.m.

Welcome and Opening Remarks

9:30 – 10:15 a.m.
Keynote:
Stacey Stewart, U.S. President, United Way Worldwide

Break & Visit Exhibitor Fair

10:15 – 10:30 a.m.

Breakout Session 1

10:30 – 11:30 a.m.

Feeling Those Public Speaking Jitters? Learn How to Send Them Packing!
Magnolia Ballroom
Through participating in this workshop designed to develop a speaker’s confidence, participants will have the chance to address and overcome common fears of public speaking by knowing oneself, owning one’s message, and knowing who is in the audience.  This interactive workshop is designed to offer new speakers a chance to find their voice, and develop the courage to speak confidently.  Participants will have an opportunity to experience sharing their message, and receive feedback on what works well for getting their message across effectively to an audience.

Led by La Wanna Parker

From Dull to Dynamic, Transform Your Current Presentation Skills
Camellia Ballroom
Already speaking in front of groups?  Now take the next step towards building your skills to become an even more interesting and effective presenter.  People evaluate us in four ways: what we say, how we say it, what we do, and how we do it.  Presenting with impact means that we use every resource available to communicate with credibility and confidence.  This workshop incorporates the analysis of planning and preparing a presentation, use of effective openings and closings, and our tone of voice and body language when presenting.

Led by Robert Scherer, President, Dale Carnegie Training

Craft Your Most Memorable Elevator Speech
Carr
An elevator speech is an essential tool for organizations and people. Can you say who you are, what you do, and what your organization does in 30 seconds or less? If not, please join me in this fun interactive session. We will craft a message that will highlight who you are, and what your organization does in 30 seconds or less.
Participants after this session will be able to:
•    Craft a 30 second elevator speech
•    Differentiate your elevator speech to different audiences
•    Learn ways to effectively convey your message

Led by Michael Ryan

Presentation Pitfalls: Overcoming Common Speaker Blunders
Compagno
Perhaps you’ve seen it before or experienced it yourself: The presenter was impressing the audience when a blunder overshadowed the presentation’s effectiveness or hurt the speaker’s credibility. In this presentation, Dennis Wade, speaking from first-hand experience, will address some of the most common and destructive pitfalls and how to overcome or avoid them.

Led by Dennis Wade

Is Your Presentation Valuable or Just Important?
Bataglieri
When preparing a presentation for an audience, it’s normal as a speaker to ask ourselves – what do we think is important that our audience should know.  However, the information we give them may be important to us but may not be valuable to our audience. And what is valuable information?  Valuable information is anything an audience takes away with them and uses to make future decisions that affects them and the lives of others.

Led by Cliff Brackett

Head, Heart, Hands and Humor: The 4H’s of an Engaging Speech
Tofanelli
When we give a presentation, we tend to present from our own learning style, but our audience is made of several learning styles. An engaging presentation will address the different learning styles in a balanced approach. In this presentation, Rick Pierce will address the 4H’s of an engaging presentation and provide practical ways to incorporate them in a balanced way.

Led by Rick Pierce

Break & Visit Exhibitor Fair

11:30 – 11:45 a.m.

Luncheon

11:45 – 1 p.m

Participate in a dynamic community problem solving activity during the luncheon

Led by Janas Durkee, Nonprofit Professional and Consultant

Break & Visit Exhibitor Fair

1 – 1:15 p.m.

Breakout Session 2

1:15 p.m. – 2:15 p.m.

Meet the Funders: Gain a Better Understanding on How to Customize Your Grant Proposal
Magnolia Ballroom
Come hear from a panel of funders who are focusing on sharing their perspective on what they look for when receiving grants; and the processes that nonprofits can take to strengthen their proposals, relationships with the funders and their chances for approval. As a nonprofit, we are looking to gain a better understanding of what funders are considering and how we can tailor our grant proposals to make them more competitive. For many, fulfilling the expectations of funders while staying true to our mission is a difficult balance, so we have invited four panelists who are willing to share their expertise on how we can refine our grant writing approach.

Panelists:
Bree Cahill, Executive Director, SVP Sacramento
Juanita Garcia, Executive Director, GenCorp Foundation
Karen Woodruff, Vice President, Community Affairs, Government and Community Relations, Wells Fargo Foundation

Mary Hogarty, VP Citi Community Development – Northern California, Citibank
Talia Kaufman, Director Community Impact, The Sacramento Kings Foundation

Moderator:
Tim Ray, Regional VP, AT&T External Affairs in Northern California

Millennial Engagement, Navigating Generational Motivation and Complexities
Carr
Communicating effectively between generations is essential for building volunteer and donor relationships in a hyper-connected world. Yet navigating between generations can be difficult and sensitive. Generational Motivation of Donors examines how to use marketing messages effectively to succeed in today’s marketplace with the additional challenge of generational complexities: the different demands, values and preferences of today’s multigenerational donors. You’ll enjoy this interactive presentation packed full of valuable examples, humor, and specific takeaways to apply to your industry, team, and even *gulp* your own family!

Led by Gordon Fowler, President and CEO, 3fold Communications

Board & Volunteer Development: Recruit, Retain and Excel
Tofanelli
Most highly successful and sustainable organizations recognize the valuable role of volunteers, and invest in them. What goes into developing great Board members and attracting dedicated volunteers? What’s involved in keeping them engaged? In this workshop, we’ll explore how to make it work, even in the midst of limited resources.

Led by Kim Tucker, Executive Director, 3fold Connect

Get the Most Out of the NEW United Way Volunteer Center
Compagno
Launched in May of 2014, the United Way Volunteer Center utilizes the Get Connected software, an easy-to-use web-based platform that matches donors, advocates, and volunteers with the right opportunities in our community. Volunteers, donors and the community at large can use the United Way Volunteer Center to find ways to volunteer, give unused materials and household items to agencies in need of donations, learn about upcoming special events and fundraisers, and advocate for causes that require a passionate voice. Make sure your organization has a presence on the site from the beginning! This session will provide an overview on the software, how to create a profile for your organization and keep your needs up to date. In addition, get some fresh ideas and learn how other partners are using the software already with great success.

Led by Cole Forstedt, Director of Volunteerism and Community Engagement, United Way California Capital Region

Revolutionize Partnerships: Create Large-Scale Social Change in our Region Through Collective Impact
Camellia Ballroom
Large-scale social change requires broad cross-sector coordination, yet the social sector remains focused on the isolated intervention of individual organizations. Collective Impact is a framework to tackle deeply entrenched and complex social problems. It is an innovative and structured approach to making collaboration work across government, business, philanthropy, non-profit organizations and citizens to achieve significant and lasting social change.

The Collective Impact approach is based on the belief that No single organization alone has the ability to solve our regions most challenging and pressing problems..  The approach calls for when key stakeholders from different sectors commit to a common agenda, shared measurement and alignment of effort.  Unlike collaboration or partnership, Collective Impact initiatives have centralized infrastructure – known as a backbone organization – with dedicated staff whose role is to help participating organizations shift from acting alone to acting in concert.

Moderator:
Janas Durkee, Nonprofit Professional and Consultant

Panelists:
Amber Lovett, Vice President, Marketing & Communications, United Way California Capital Region

Bob Dugas, Chief Operating Officer, Goodwill Industries
Valerie Cousins, Senior Analyst, Community Link Capital Region
Lorie A. Declarador, Sr. Stakeholder Relationship Tax Consultant, Internal Revenue Service

Crisis Communications: Seven Steps to Success
Bataglieri
Any event or issue that threatens the reputation and good name of an organization and its ability to deliver services can be considered a crisis.  Experience has proven certain steps in managing communications around a crisis consistently give organizations their greatest chance of not only surviving the immediate threat, but also striving after it’s over.  An experienced crisis counselor from one of the world’s largest communications firms will lead an educational and entertaining workshop filled with take-away tips directly relevant to your operation.

Led by Dan Barber, Senior Partner & General Manager, FleishmanHillard Sacramento

Break & Visit Exhibitor Fair

2:15 – 2:30 p.m.

Breakout Session 3

2:30 – 3:30 p.m.

Giving Days: How 24 Hours Can Transform a Community Through Play & Philanthropy
Compagno
Giving days are popping up all over the country, and on the heels of the successful BIG Day of Giving, the ingredients to successful outcomes are becoming more clear.  What were the major ingredients to success?  Why did people engage in the manner they did? Can this be repeated again?  What would a giving day in 2015 look like? Join the organizers from the Sacramento Region Community Foundation and a local social change entrepreneur for an engaging and innovative diagnostic and lens through which we can examine giving and community engagement, and learn how you can re-look at your own work in the community.

Led by:
Priscilla Enriquez, Chief Giving Officer, Sacramento Region Community Giving Foundation
Jeannie Howell, Community Impact Manager, Sacramento Region Community Foundation

Jeff Louie, Capsity Community Activator, Capsity, Inc.

Get Your Story in the News!
Magnolia Ballroom
Join us for a panel discussion with local media representatives. We’ve gathered some of our region’s best reporters, editors and more to answer your questions about how to get your story in the news. Join us as we talk with print, radio, television and online journalists about tricks of the trade and tips for what piques their interest in pursuing a story – especially in the nonprofit sector.

Moderator:
Pam Dinsmore, Community Affairs Director, The Sacramento Bee

Panelists:
Ken Chavez, Senior Editor, The Sacramento Bee
Natasha Lee, Morning Segment Producer, Fox40 News

Kitty O’Neal, Anchor, KFBK Afternoon News
Pamela Diaz, Reporter, Univision 19

Using Newsletters and Announcements as a Tool to Increase Your Effectiveness
Carr
Discover new ways to drive action through engagement tools and leveraging your relationships.  We will cover all of the ways to drive action in your social and email marketing efforts to increase your effectiveness.

Led by Jennifer Baker, Constant Contact

Harness the Power of Dynamic Volunteer Projects to Enhance Your Mission
Camellia Ballroom
Join us for this this high energy and interactive panel featuring regional experts in the field of volunteerism. During the session, panel members will discuss hot topics related to volunteerism and community engagement. Bring your challenges and questions and leave with solutions. Topics will include accommodating new trends in volunteerism (baby boomers, episodic and youth/teen volunteers), secrets to retaining long term volunteers, volunteer leadership and recognition, screening and letting go of volunteers, major challenges faced by volunteer supervisors, and more! If your organization utilizes volunteers, you won’t want to miss this one.

Moderator:
Joseph Ramos, Events Coordinator, Shriners Hospitals for Children Northern California

Panelists:
Robin Simpson, Volunteer Services Manager, Sacramento Food Bank & Family Services
Lois Polaschek, House Manager, Ronald McDonald House

Mary Lynn Perry, Volunteer Coordinator, City of Sacramento

Thinking Inside The Box For Fundraising Success
Bataglieri
Who hasn’t been told to “think outside the box”? The intent is great, but the phrase is misleading. The truth is, to think that we can pluck ideas from nothingness is to believe in magic, not the creative process. It’s time to rethink the greatest cliché of creativity. Some people make the creative process too complex and others make it too simple. But there is a place in the middle that is thoughtful without being obscure. And that’s where “Think Inside The Box” comes in. Creative strategist and veteran communications executive John Armato focuses on an organic, practical and demystifying approach to the creative process and has tailored his presentation for the United Way Nonprofit Leadership Summit to include examples from philanthropy and trends for fundraisers to consider as they build future programs.

Led by John Armato, Senior Partner & Creative Strategist, FleishmanHillard Sacramento

Maximize Your United Way Partnership & Enhance Your Campaign Potential
Tofanelli
There are always three presentations, the one your staff practiced, the one your staff gave, and the one you wish they gave! Join the United Way staff for this Train-The-Trainer session to learn how to train your staff to give the presentation that you wish they could give, the one that will get you a donor! This session will provide you with an overview of various employee-giving campaigns, tips to improve your staff’s presentation skills, ideas on how to develop your agency’s message and utilize the resource you have at your agency to make an impact.  

  • For organizations who are not able to send all of their Tours & Speakers, speakers to this Summit they would want to have at least one staff member register for this workshop so they can learn and qualify to train these speakers at a later date.

Led by:
Crystal Richardson, Senior Director of Resource Development, United Way California Capital Region
Kristina Ricci, Community Impact Program Officer, United Way California Capital Region

Event Ends