AGENDA AT-A-GLANCE*

To access a downloadable version of the agenda, please click on CFUnited Agenda PDF.

Sunday

March 18, 2018

5:00 pm to 7:00 pm
Registration & Welcome Reception

Monday

March 19, 2018

8:00 am to 4:30 pm
8:00 am to 4:15 pm
8:00 am to 9:00 am
9:00 am to 9:15 am
Registration Desk Open
Exhibit Hall Open
Breakfast

Breakfast sponsored by The Chicago Community Trust

Welcome & Opening Remarks

Speaker: Jodi Spataro, Chief Advancement Officer, Community Foundation of Elkhart County; CFUnited Conference Committee

9:15 am to 10:15 am
PLENARY SESSION
The Role of Community Foundations in Shaping the Nonprofit Sector of the Future

Speaker: Vu Le, Executive Director, Rainier Valley Corps

10:15 am to 10:45 am
10:45 am to 12:00 pm
Networking Break
Sponsored by Community Foundation of the Fox Valley Region
Concurrent Breakouts

Back to the Basics, Donor Services Day One
Speaker: Eric Anderson, Director of Stewardship, The Minneapolis Foundation

The PR North Star for Your Community Foundation
Speakers: Elyse Hammett, APR, Vice President, Marketing & Communications, Community Foundation for Greater Atlanta; Louise Mulherin, Public Relations, Community Foundation for Greater Atlanta

Community Foundations as Capacity Builders
Speakers: Monique Jones, President, Evanston Community Foundation; Colton Strawser, MS, CFRE, CNP, President, Colton Strawser Consulting

Amplifying Online Giving with DFX
Speakers: Cyndi McAtee, Vice President, Product Development, RenPSG; Virginia Cijntje, Consulting Product Specialist, RenPSG

 

12:00 pm to 1:30 pm
Lunch & Plenary Session: Community Foundations and Disaster Relief

Lunch sponsored by The Alford Group

Moderator: Emmett D. Carson, PhD, CEO & President, Silicon Valley Community Foundation

Speakers: Elizabeth Brown, President & CEO, Community Foundation Sonoma County; Nelson I. Colon, President, Puerto Rico Community Foundation; Stephen D. Maislin, President & CEO, Greater Houston Community Foundation

1:30 pm to 2:45 pm
Concurrent Breakouts

Tiny CFs – How Do We Get It All Done?
Speaker: Julianne Buck, Executive Director, Community Foundation of Grundy County

All Hands on Deck: Aligning around Community Leadership
Facilitator: Deborah Ellwood, President & CEO, CFLeads; Emilie Rosenbluth, Giving Strategies Analyst,Community Foundation for Greater BuffaloRichard Peck,Vice President of Development and Philanthropy Services, New Hampshire Charitable Foundation

Disaster Relief Panel Follow Up: Grantmaking
Speakers: Renee Wizig-Barrios, Greater Houston Community Foundation; Leslie Ann Jackson, North Carolina Community Foundation; Mari Ellen Loijens, Silicon Valley Community Foundation

This Is Us: When Advancement & Communications Come Together
Speakers: Michelle Fritz, Director of Development & Donor Communication, Cleveland Foundation;  Michael Murphy, Chief Marketing Officer, Cleveland Foundation

Remedies for What Keeps You Up At Night
Panelists: Bradley Hurlburt, CEO, Community Foundation for Palm Beach and Martin Counties; Phillip Lanham, Vice President, The Greater Cincinnati Foundation; Fidelma McGinn, Vice President, Philanthropic Services, Seattle Foundation; Jamie Phillippe, CFRE, Vice President, The Alford Group; Sharon Tiknis, Executive Vice President, The Alford Group

2:45 pm to 3:00 pm
3:00 pm to 4:15 pm
Networking Break
Concurrent Breakouts

Cracking the Professional Advisor Nut: Building Relationships and a Referral Network for your Foundation
Speaker: Frank Horrell, Director of Professional Advisor Development, Community Foundation of Greater Memphis

Communications & Inclusion: Reaching & Engaging a Diverse Audience
Speakers:  Genna Freed, Communications Officer, The Findlay-Hancock County Community Foundation; Eva Penar, Director of Marketing & Communications, Chicago Community Trust

Introduction to Grantmaking
Speaker:  Colton Strawser, MS, CFRE, CNP, President, Colton Strawser Consulting

Top 10 Ways to Position Your Foundation to Serve Generous Families
Panelists: Kirsten Kilchenstein, Vice President of Donor Relations, The Oregon Community Foundation; Marisa Ogles, Vice President, Donor Services & Engagement, Community Foundation of Greater Chattanooga; Katherine Scott, Program Director, National Center for Family Philanthropy; Jodi Spataro, Chief Advancement Officer, Community Foundation of Elkhart County

Legal Session
Session made possible with support from Council on Foundations
Speakers: Bryan Del Rosario, Legal Counsel, Legal Affairs, Council on Foundations; Brad Ward, Director of Community Philanthropy, Council on Foundations

4:15 pm to 4:30 pm
Day One Closing Remarks

Speaker: Eric Hozempa, Executive Director, Longmont Community Foundation

6:30 pm to 9:00 pm
CFUnited Opening Reception

The Dolphin Bar at The Mirage

Tuesday

March 20, 2018

8:00 am to 3:30 pm
8:00 am to 3:15 pm
8:00 am to 8:30 am
Registration Desk Open
Exhibit Hall Open
Breakfast & Day Two Opening Remarks

Breakfast sponsored by Communities Foundation of Texas

Speaker: Carol Pierce Goglia, Senior Director of Marketing & Communications, Communities Foundation of Texas; CFUnited Conference Committee

8:30 am to 9:30 am
Plenary Panel Session: Internal Collaboration for Greater Impact

Panelists: Tim Bresnahan, Senior Director of Gift Planning, The Chicago Community Trust; Simon Delekta, Senior Program Officer, New Hampshire Charitable Foundation; Carol Pierce Goglia, Senior Dir. of Marketing & Communications, Communities Foundation of Texas; Carolyn Newham, Senior Dir. of Donor Relations & Fund Administration, Communities Foundation of Texas;  Kristin Oliveri, Director of Communications, New Hampshire Charitable Foundation; Eva Penar, Director of Marketing & Communications, Chicago Community Trust 

9:30 am to 10:45 am

Concurrent Breakouts

Impact Investing with Our CDFI
Speakers: Lisa Barr, Director of Philanthropic Entrepreneurship, Silicon Valley Community Foundation; Terri Lovelace, Senior Vice President, Virginia Community Capital; President, LOCUS Impact Investing; Lisa O’Mara, Vice President Donor Engagement, The Community Foundation Serving Richmond & Central Virginia

Communications Ideas That Worked
Moderator: Nicole Paquette, Marketing Manager, Communities Foundation of Texas

Re-inventing High-impact Grantmaking: Bringing Donors, Staff & Nonprofits Together
Speakers: Carolyn Desrosiers, Community Engagement Manager, Community Foundation for the Fox Valley Region; Martha Hemwall, Vice President Community Engagement, Community Foundation for the Fox Valley Region; Tammy Williams, Vice President Communications & Marketing, Community Foundation for the Fox Valley Region

The Alternative Landscape: Monetizing Complex Assets as a Growth Strategy!
Session made possible by Council on Foundations
Moderator: Bryan Del Rosario, Legal Counsel, Council on Foundations

Panelists: Alex Eaton, CEO, Utah Community Foundation; Craig Showalter, President & CEO, Wyoming Community Foundation

Aligning Community Leadership with Foundation Strategy: Damn, This is Hard
Panelists: Steve Alley, Managing Partner, Ekstrom Alley Clontz & Associates; Tony Macklin, CAP, Associate, Ekstrom Alley Clontz & Associates; Richard Peck, CAP, CFP, ChFC, VP of Development and Philanthropy Services, New Hampshire Charitable Foundation; Sandi Vidal, Vice President, Community Strategies and Initiatives, Central Florida Foundation

10:45 am to 11:15 am

Networking Break

Sponsored by National Center for Family Philanthropy( NCFP)

11:15 am to 12:30 pm

Concurrent Breakouts

Building Your Team: Engaging Advisors & Their Clients
Panelists: David DelFiandra, Partner, Leech Tishman; Kate McKenzie, Assistant Director of Development, The Pittsburgh Foundation; Peter Strope, CAP, CFP, Managing Director, Wealth Management, UBS; Jennie Zioncheck, MFT, CAP, Director of Development, The Pittsburgh Foundation

Engaging Tomorrow’s Philanthropists Today
Speakers: Erin Dreiling, Marketing & Communications Manager, Community Foundation for Greater Atlanta; Elyse Hammett, Vice President, Marketing & Communications, Community Foundation for Greater Atlanta; James Tobias, Gift Planning Officer, Community Foundation for Greater Atlanta

Tales Gone Wrong
Speakers: Kelly Anoe, Vice President, Legacy Foundation; Caroline Rakar, Program Officer, Coastal Community Foundation

The Communications Capacity Conundrum: Creative Solutions
Speaker: Robin Miner-Swartz, Owner, Miner-Swartz Editing and Consulting

12:30 pm to 1:30 pm

Lunch

Lunch sponsored by Bromelkamp Company LLC

1:00 pm to 2:00 pm

Lunch Keynote: The Loyalty Switch: How to Make Anyone Loyal to You, Your Organization, or Your Cause

Keynote sponsored by Network for Good

Introduction: Brian Lauterbach CFRE, VP of Programs, Impact, Sustainability, Network for Good

Speaker: James Kane, Speaker, Author, Researcher

2:00 pm to 3:15 pm

Concurrent Breakouts

Doing More with Family Foundations
Speakers:  Phillip Lanham CAP, Vice President, Donor & Private Foundation Services, Greater Cincinnati Foundation; Ba Zan Lin, Program Officer, Community Foundation for Greater Buffalo

Collaboration for Collective Impact
Network for Good 
Speakers: Brian Lauterbach CFRE, VP of Programs, Impact & Sustainability, Network For Good;
Bob Eichinger, Director of Donor Services, The Chicago Community Trust; Courtney Vletas, Director of Development & Donor Services for the Community Foundation of Abilene

Round Table Discussions

Moderator: Martha Hemwall, Vice President Community Engagement, Community Foundation for the Fox Valley Region Inc

Community Foundations as a Community Convener Facilitators: Ollie Wilder & Diego Zegarra

Anniversary Celebrations Facilitator: Tom Linfield

Giving Circles Facilitator: Joanne Cohen

Rural or Affiliate Work Facilitator: Trudy Hughes

Scholarships Facilitator: Caroline Rakar

Technology Facilitator: Shannon Oakes

Trends & Challenges in the Community Foundation World
Session made by possible by Council on Foundations
Moderator: Eric Hozempa, Executive Director, Longmont Community Foundation

Panelists: Jason Franklin, Kellogg Community Philanthropy Chair, Johnson Center for Philanthropy; Brad Ward, Director of Community Philanthropy, Council on Foundations

3:15 pm to 4:30 pm

PLENARY SESSION

The Role of Community Foundations when Mass Violence Hits Home

Introduction: Eric Hozempa, Executive Director, Longmont Community Foundation

Speakers: Gian Brosco, Esq., President, Nevada Community Foundation; Jennifer Barahona, LCSW, Executive Director, Newtown-Sandy Hook Community Foundation;  Sandi Vidal, Vice President of Community Strategies & Initiatives, Central Florida Foundation

 

4:15 pm to 4:30 pm

Day Two Closing Remarks

Speaker: Martha Hemwall, VP Community Engagement, Community Foundation for the Fox Valley Region

 

Wednesday

March 21, 2018

8:00 am to 11:30 am

8:00 am to 10:30 am

8:00 am to 9:15 am

Registration Desk Open

Exhibit Hall Open

Continental Breakfast Affinity Group Business Meetings

9:15 am to 10:30 am

Concurrent Breakouts

Giving Circles: Spinning Gold or Chasing Your Tail
Speaker: Joanne Cohen, Vice President Philanthropic Services, Community Foundation for Northeast Florida

So, You’re Celebrating an Anniversary?
Speakers: David Koehler, Vice President of Donor Engagement, Madison Community Foundation; Tom Linfield, Vice President, Community Impact, Madison Community Foundation; Brennan Nardi, Director of Communications, Madison Community Foundation

Unrestricted Funding, What’s Holding Philanthropy Back?
Speakers: Ophelia Bitanga-Isreal, Program Officer, Hawai’i Community FoundationSimon Delekta, Senior Program Officer, New Hampshire Charitable Foundation; Priscilla Enriquez, Chief Strategy & Impact Officer, Sacramento Region Community FoundationErika Frank, Community Investments Officer, Hartford Foundation for Public Giving

What’s Happening in Washington: Legislative Updates & Field-Wide Efforts
Speakers: Jeff Hamond; Vice President & Director of the Philanthropy Practice, Van Scoyoc Associates; Peter Panepento, Philanthropic Practice Leader, Turn-Two Communications

 

10:30 am to 11:30 am

Plenary Session: Changing Trends in Community Philanthropy: Adapting & Growing Amid Changing Giving Pattern

Speaker: Jason Franklin, Kellogg Community Philanthropy Chair, Johnson Center for Philanthropy

11:30 am

Closing Remarks

CFUnited Conference Committee
Carol Pierce Goglia, Senior Director of Marketing & Communications, Communities Foundation of Texas;
Eric Hozempa, Executive Director, Longmont Community Foundation;
Jackie Mahoney, Exec. Vice President, Community Foundation for the Greater Capital Region;
Nicole Paquette, Marketing Manager, Communities Foundation of Texas;
Jodi Spataro, Chief Advancement Officer, Community Foundation of Elkhart County

11:30 am

Boxed Lunch

* Agenda subject to change. **Pending sponsorship confirmations.

Please check back for updates to the agenda and detailed session information!

CFUnited c/o ARB Meetings and Events 7220 Earhart Blvd., 2nd Floor New Orleans, LA 70125 Phone: (504) 309-8965 Email: info@cfunitedconference.org