501conference Center for Nonprofit Management Los Angeles California June 5-6 2014 Program

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501conference Center for Nonprofit Management Los Angeles California June 5-6 2014 Program

501conference Center for Nonprofit Management Los Angeles California June 5-6 2014 Program

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  • 1. 501(c)onference2014 Leadership That Works Presentedby: Leadership That Works June 5 - 6, 2014 Center for Nonprofit Management Los Angeles, CA CNM has gone green! Please bring this copy back with you tomorrow. To view this program electronically, please visit www.cnmsocal.org/501conference
  • 2. Thursday, June 5, 2014 Agenda 9:00 AM - 10:00 AM 10:00 AM - 12:00 PM 12:00 PM - 1:15 PM 1:15 PM - 1:45 PM 1:45 PM - 3:00 PM 3:00 PM - 3:15 PM 3:15 PM - 4:30 PM 4:30 PM - 4:45 PM 4:45 PM - 5:45 PM 5:45 PM - 7:00 PM Registration Welcome Fran Inman, President, Majestic Realty Foundation John Sotoodeh, Regional President, Wells Fargo David White, Director, Deloitte Consulting, LLP Designing the Future You Want to Live In Brian David Johnson, Futurist, Intel Corporation Lunch Teaming Up: Strategic Philanthropy for Regional Impact Moderator: John Kobara, Executive Vice President & COO, California Community Foundation Fred Ali, President & CEO, Weingart Foundation Kathleen Enright, President & CEO, Grantmakers for Effective Organizations Sylia Obagi, Executive Director, The Roy and Patricia Disney Family Foundation Jonathan Lorenzo Yorba, Ph.D., President & CEO, The Community Foundation Break When Mission Matters Most: Building A Leadership Pipeline Preeta Nayak, Manager, The Bridgespan Group Break Breakout Sessions Corporate Philanthropy Uncensored Moderator: Jonathan Weedman, Senior Vice President, Wells Fargo Raúl Bustillos, Senior Vice President, Community Relations, Bank of America Antonio Manning, Vice President & Senior Relationship Manager, JPMorgan Chase Global Philanthropy Carolyn Williams, Community Relations Manager, Southern California Gas Company Leveraging Skilled Volunteers Moderator: Regina Birdsell, President & CEO, Center for Nonprofit Management Ann Burroughs, Executive Director, Taproot Foundation Marianne Haver Hill, President & CEO, MEND Joan McCarthy, Senior Manager, Corporate Citizenship & Community Engagement, The Walt Disney Company Jamie Keyser Thomas, Program Manager of Los Angeles Community Engagement & Disney VoluntEARS, The Walt Disney Company Collaborative Impact: Voices from the Field Moderator: Maura Harrington, COO & Vice President of Consulting, Center for Nonprofit Management Alex Morales, President & CEO, Children’s Bureau Break Power and Influence - Becoming A Voice For Change Moderator: Kafi Blumenfield, Commissioner, Los Angeles Recreation and Parks Commission Chris Hoene, Executive Director, California Budget Project Torie Osborn, Former LA Deputy Mayor for Neighborhood & Community Services, City of LA Cocktail Reception sponsored by Wells Fargo Patricia Pérez, Partner, VPE Tradigital Communications David DiCristofaro, Executive Vice President and President for the Greater Los Angeles Region, Wells Fargo Entertainment provided by The Colburn School Jazz Workshop 1
  • 3. Friday June 6, 2014 Agenda 8:15 AM - 8:45 AM 8:45 AM - 9:30 AM 9:30 AM - 10:00 AM 10:00 AM - 10:15 AM 10:15 AM - 11:30 AM 11:30 AM - 11:45 AM 11:45 AM - 1:15 PM 1:15 PM - 1:30 PM 1:30 PM - 2:45 PM 2:45 PM - 3:00 PM 3:00 PM - 4:00 PM Breakfast & Registration Welcome & Opening Regina Birdsell, President & CEO, Center for Nonprofit Management Is Your Nonprofit Ready for a New LA? Robert Egger, President & Founder, LA Kitchen Break Breakout Sessions See next page for details Break Lunch Strategic Decisions and Managing Change: A Conversation Moderator: Joe Lumarda, Senior Vice President, Personal Investment Management, Capital Group Companies Wendy Garen, President & CEO, Ralph M. Parsons Foundation Paul Haaga, Jr., Acting President & CEO, NPR Stewart Kwoh, Founding President & Executive Director, Asian Pacific American Legal Center of Southern California HR Toolkit for Nonprofits Mary-Elizabeth Michaels, Director, Community Affairs, Warner Bros. Entertainment Inc. Break Breakout Sessions See next page for details Break Putting Ideas Into Action With Special Guests Visit cnmsocal.org/501conference in the next few weeks for pictures, downloads, videos, and more. 2
  • 4. N Yosemite Hall A B Joshua Tree 8 Courtyard PA R K I N G t o : M A I N & A L A M E D A U N I O N S TAT I O N Center for Healthy Communities Office Sequoia 3 Redwood 1 Sierra 2 Atrium Mammoth 4Mojave 5Catalina 6Cabrillo 7 Cafe Library Library Big Sur 9 Tahoe 10 Thursday Breakout Sessions Thursday 3:15 PM - 4:30 PM YOSEMITE Corporate Philanthropy Uncensored Find out what their websites don’t say about what gets funded and why. REDWOOD Leveraging Skilled Volunteers Some executives rely on volunteers to provide support in new ways, find out how they could help you. CATALINA Collaborative Impact: Voices From the Field Collaborations are complicated and successful, lasting partnerships are rare. Hear from those who have made it work and find out how they do it. Thursday 5:45 PM - 7:00 PM COURTYARD Cocktail Reception sponsored by Wells Fargo All Plenary sessions will take place in Yosemite Hall 3
  • 5. Friday 10:15 AM - 11:30 AM CABRILLO Coaching to Build Creativity, Innovation, and Leadership Belinda Madrid Teitel, VP of Education & Leadership Development, Center for Nonprofit Management CATALINA Activating Communities Through Storytelling Kiara Nagel, Associate, Center for Story-based Strategy MOJAVE The Core of Sustainability: Best Practice in Succession Planning Marc Haupert, Senior Advisor, Third Sector Company Janet Schulman, Senior Advisor, Third Sector Company SEQUOIA Succeeding with a Multi-generational Team: Connect, Communicate, Collaborate! Devon Scheef, Co-Founder, The Learning Cafe SIERRA Community Driven Change: Nonprofit Models for Impact Amy Sample Ward, CEO, NTEN REDWOOD Build a High Performing “Get It Done” Culture Tom Iselin, President, First Things First BIG SUR Developing Yourself as a Strong Leader Jasmine Youssefzadeh, Founder, filmanthropos FRIDAY 1:30 PM - 2:45 PM SIERRA Tackling Difficult Conversations Becky Kanis Magiotta, Co-founder, The Social Change Agency REDWOOD Exploring Nonprofit Business Models Mark Loranger, President & CEO, Chrysalis Alma Martinez, Chief of Staff, Office of County Supervisor Gloria Molina Jan Masaoka, CEO, California Association of Nonprofits Beatriz Solis, Director, Healthy Communities (South Region), The California Endowment Lisa Watson, CEO, Downtown Women’s Center BIG SUR Dirty Dozen: 12 Biggest Board Challenges Mitch Dorger, Principal, Dorger Consulting Patricia Pérez, Partner, VPE Tradigital Communications Lisa Cleri Reale, Principal, Cleri Reale & Associates CABRILLO What’s New in Board Business Tools? Lisa Rau, CEO & Co-Founder, Confluence Corp. CATALINA Neuroscience & Organizational Change: A Brain-Healthy Approach Dr. Sharon Liu, Senior Principal Consultant, Oracle Corporation Dr. Paula Thompson, Coach, Foresight Coaching & Consulting MOJAVE What’s Your Style? Using the Right Leadership at the Right Time Maura Harrington, Ph.D., COO & VP of Consulting, Center for Nonprofit Management SEQUOIA LDIRship for Social Change: Empowered to Speak Up Povi-Tamu Bryant, Program Coordinator, Leadership Development in Intergroup Relations (LDIR) Diana Aquino Price, Program Coordinator, Leadership Development in Intergroup Relations (LDIR) Friday Breakout Sessions 4
  • 6. Friday Morning Breakout Session Descriptions CABRILLO Coaching to Build Creativity, Innovation and Leadership Belinda Madrid Teitel, Vice President of Education & Leadership Development, Center for Nonprofit Management We have limited human and financial resources, right? We can only be successful if we have “renaissance workers” – people who are smart and can do many things. How do managers encourage staff to think beyond the obvious, take responsibility, and keep learning? One way is through coaching. Participants in this session will learn and practice using professional coaching methods to bring out the best in their staff and help them meet their potential. CATALINA Activating Communities through Storytelling Kiara Nagel, Associate, Center for Story-based Strategy Telling your organization’s story is one of the formidable building blocks for mobilizing the support of people and resources, achieving policy and advocacy victories, and effectively advancing the vision and mission for our organizations. In this session, Kiara will introduce some of the tools for producing a meaningful story, mobilizing an audience, and strengthening strategy for building stronger, more effective nonprofit organizations. MOJAVE The Core of Sustainability: Best Practice in Succession Planning Marc Haupert, Senior Advisor, Third Sector Company Janet Schulman, Senior Advisor, Third Sector Company This seminar will walk participants through a six-step process: 1) Succession Planning Definitions and Differences; 2) Contingency Succession Planning; 3) Succession Planning Policy and Adoption; 4) Human Resource Practices Essential to Succession Planning; 5) Human Capital Development and the Strategic Plan; and 6) Sustaining A Culture of Leadership Continuity and Succession. SEQUOIA Succeeding with a Multi-generational Team: Connect, Communicate, Collaborate! Devon Scheef, Co-Founder, The Learning Cafe Today’s nonprofit organizations are comprised of four and sometimes five generations, from volunteers to fundraisers to executives. How do they all get along? And what actions can you take to succeed as the leader of your multi-generational team? Join us as we identify what everyone can do to manage, engage, retain, and inspire the multi-generational mix. We’ll explore: (1) Fast Facts – a quick tour of the four/five generation workforce and the demographic trends that created it and (2) The New Rules – how to be a great multi-generational group leader; practical tips to succeed with all generations. SIERRA Community Driven Change: Nonprofit Models for Impact Amy Sample Ward, CEO, NTEN Are the programs and services you deliver the best they could be? Learn about community driven models for social impact that are successfully mobilizing supporters to help staff meet their missions and make lasting change. REDWOOD Build a High Performing “Get It Done” Culture Tom Iselin, President, First Things First As a leader, you need doers, not talkers. Learn how to define, implement, and celebrate a healthy culture that will help you raise money, engage board members, improve staff morale, and improve operational performance. Attendees will receive Tom’s book, First Things First: The Ultimate Guidebook for Emerging Nonprofits. BIG SUR Developing Yourself as a Strong Leader Jasmine Youssefzadeh, Founder, filmanthropos Nonprofit leaders essentially act as entrepreneurs who are responsible for motivating themselves, working under a steep learning curve, and looking for collaboration opportunities to enhance their roles as leaders. 5
  • 7. Friday Afternoon Breakout Session Descriptions CABRILLO What’s New in Board Business Tools? Lisa Rau, CEO & Co-Founder, Confluence Corp. In this fast-paced, informative, and engaging presentation, Lisa will provide a description of common areas where technology can significantly increase the effectiveness of boards, their up-front preparation in advance of meetings, attendance, the meetings themselves, and the follow-up. Some of the affordable tools that have been created to assist in the work of the board such as BoardMax, Director Desk from NASDAQ, Diligent Board Book or BoardPaq will be demonstrated. CATALINA Neuroscience & Organizational Change: A Brain-Healthy Approach Dr. Sharon Liu, MPH, MBA, EdD, Senior Principal Consultant, Oracle Corporation Dr. Paula Thompson, Coach, Foresight Coaching & Consulting Leaders who are fluent in social neuroscience can improve their ability to orchestrate change and influence others. This workshop introduces SCARF: a neuroscience-based model to maintain status, certainty, autonomy, relatedness, and fairness. MOJAVE What’s Your Style? Using the Right Leadership at the Right Time Maura Harrington, Ph.D., COO & Vice President of Consulting, Center for Nonprofit Management How well do you tap into your multiple leadership styles for different situations? To effectively manage the double bottom line, leaders need to understand and access their own strengths and styles of working and interacting according to the situation at hand. This session will introduce the Connective Leadership Model of behavioral Achieving Styles and related tools that helps individuals and groups identify, understand, and leverage different styles. A recent study of comparing nonprofit and corporate leaders will be presented. SEQUOIA LDIRship for Social Change: Empowered to Speak Up Povi-Tamu Bryant, Program Coordinator, Leadership Development in Intergroup Relations Diana Aquino Price, Program Coordinator, Leadership Development in Intergroup Relations Effective leaders need the ability to work among diverse people across lines of race, class, gender, and sexual orientation, as well as other differences. In this workshop, participants explore how leading from a social change perspective can build strong relationships that strengthen their organizations. Participants will practice utilizing empowering language as a strategy to work across differences. SIERRA Tackling Difficult Conversations Becky Kanis Margiotta, Co-founder, The Social Change Agency Are you procrastinating on what you fear will be a “difficult conversation?” In this session we will teach you practical techniques for having those conversations that you’ve been delaying. REDWOOD Exploring Nonprofit Business Models Mark Loranger, President & CEO, Chrysalis Alma Martinez, Chief of Staff, Office of County Supervisor Gloria Molina Jan Masaoka, CEO, California Association of Nonprofits Beatriz Solis, Director, Healthy Communities (South Region), The California Endowment Lisa Watson, CEO, Downtown Women’s Center Too often program goals are discussed separately from financial means, although we all know that both must be discussed together. Jan Masaoka will lead a panel of nonprofit leaders experienced in implementing different business models that move the mission forward while not ignoring the financial bottom line. BIG SUR Dirty Dozen: 12 Biggest Board Challenges Mitch Dorger, Principal, Dorger Consulting Patricia Pérez, Partner, VPE Tradigital Communications Lisa Cleri Reale, Principal, Cleri Reale & Associates Boards are often not what they could or should be in terms of good governance. This highly interactive session will explore a dozen of the more common reasons and ask the audience participants to identify real world examples of how these problems can impact a board and recommend ways to overcome them. The session will be led by three experts on successful boards who will guide the discussion and help the participants identify problems and solutions. 6
  • 8. Thank you to our supporters! Presenting Sponsor Next Generation Sponsor Community Builder Sponsors Nonprofit Catalyst Sponsors 7
  • 9. Exhibitors Capacity Builders Volunteers Swag Contributors Entertainment Centerpieces Prize Contributors Advancement Project African American Board Leadership Institute Antioch University Los Angeles California Association of Nonprofits California Hispanic Chamber of Commerce Center for Nonprofit Management City National Bank Confluence East West Bank Annenberg Foundation Community Partners Executive Service Corps Long Beach Nonprofit Partnership Riordan Leadership Institute Social Venture Partners Shawnie Dockery, Program Associate/Grant Eriter, UMMA Community Clinic Alfredo Garcia Javier Hernandez Corinne Lightweaver, Special Projects Manager, RaiseAChild.US Nikki Parish, Special Event & Cause Marketing Consultant, Nikki Parrish Event Management Laura Peterson, Vice President & CDO, Hollywood CPR Sunshine Navarro Shively, Registration & Outreach Manager, Hugh O’Brian Youth Leadership Foundation Sunil Trivedi, Alumnus, LA Fellows Belinda Vong, Education Program Manager, Zimmer Children’s Museum Layah Willis, Executive Director, City Youth Exposure Confluence Edison International Grand Performances Jewish Journal Jobscoop.org LA Marathon Mutual of America Wells Fargo The Colburn School Jazz Workshop Lee Secard, Director Tyler Kysar, bass Max Lesser, saxophone Luca Mendoza, keyboard Alec Smith, drums Para Los Niños Trash for Teaching The Huntington Library, Art Collections, & Botanical Gardens filmanthropos LA Marathon Mutual of America Southern California Leadership Network SST Nonprofit Services Stanford Social Innovation Review Taproot Foundation verynice 8 Make sure to visit all the exhibitors on Friday and get your chance to win a prize at the closing session!
  • 10. Leadership That Works For You: Create Your Toolkit We have designed the 501(c)onference guided by the idea that management theories are only useful if we can put them into practice and that change can happen when you take the first step. We hope that you will take some time between sessions to think about what you’ve learned from our presenters and identify some actionable steps that will help you make positive changes when you return to your office on Monday. Problem You Want To Solve First Step You Will Take To Solve It By when? Who else needs to be involved?Be specific. 9
  • 11. Problem You Want To Solve First Step You Will Take To Solve It By when? Who else needs to be involved?Be specific. 10
  • 12. 11 Presenters Fred Ali Fred Ali, the President & Chief Executive Officer of the Weingart Foundation, has more than 36 years of senior management experience with nonprofit organizations, educational institutions and government. He serves on the Board of Advisors for The Center on Philanthropy and Public Policy, University of Southern California (Chairman) and as Senior Fellow, UCLA Luskin School of Public Affairs. Fred also serves on the board of the California Association of Nonprofits (CalNonprofits), and previously served as board Chair of Southern California Grantmakers. Regina Birdsell Regina has been a marketing and communications executive within the corporate, nonprofit and public sectors for over 20 years. After graduating from USC, she began her career at Eyewitness News in Los Angeles, served as press secretary for California’s Attorney General, worked to build the Public Affairs office at Children’s Hospital Los Angeles, ran the New Los Angeles Marketing Partnership in collaboration with Mayor Riordan and corporate leaders throughout the region and was later appointed by the Governor to be a consumer advocate. In 2006 she became the President & CEO of the Southern California Center for Nonprofit Management. Kafi Blumenfield Kafi led the Liberty Hill Foundation as President & CEO from 2007-2013, guiding its mission of bringing about change in Los Angeles through support of community and grassroots organizations. She serves on the Los Angeles Recreation and Parks Commission and the California Commission on the Status of Women and Girls. Blumenfield also serves on the Boards of the Tides Foundation and the Association of Black Foundation Executives. Povi-Tamu Bryant Povi-Tamu serves as a Program Coordinator for LDIR. With a B.A. in Global Cultures from UC Irvine alongside a strong commitment to community work, Povi-Tamu has been able to work with diverse groups of people to help them in building strong relationships across difference. She has spent the past few years facilitating and building curriculum for LDIR and bringing a strong social justice analysis and facilitation skills to the team. Ann Burroughs As the Executive Director of Taproot’s Los Angeles’ office, Ann sets the strategic direction and leads the programs, development efforts and partnership-building initiatives in L.A. Before joining Taproot, she was the Deputy Director of the Volunteer Center of Los Angeles, the Executive Director of L. A. Works, and National Media Director for Amnesty International. She is the Chair of the Board of Amnesty International USA, a member of the Mayor’s Advisory Cabinet for Community Service for the City of Los Angeles and serves on the boards of Shared Interest and the Human Health Project. Raúl Bustillos Raúl Bustillos is Senior Vice President, Community Relations for Bank of America’s Greater Los Angeles region. Raúl coordinates civic and philanthropic activities for Bank of America in Los Angeles County. He provides business, civic and philanthropic leadership for Bank of America throughout the market, and works to strengthen communication and integration among the company’s local business lines. Raúl works to continuously improve brand favorability in the region and enhance Bank of America’s presence in the community. David DiCristofaro David DiCristofaro is Executive Vice President and President for the Greater Los Angeles region of Wells Fargo Bank. David oversees 1,800 team members at more than 100 banking stores in the communities of eastern Los Angeles, South Los Angeles, northern Long Beach, Pasadena, and the San Gabriel Valley. David currently serves as the Vice Chairman of the board for both the Pasadena Playhouse and the American Red Cross of Greater Los Angeles. In 2011 DiCristofaro was recognized as the Pasadena Playhouse Theatrical Diversity Project Honoree. He previously served on the advisory board for Miller Children’s Hospital in Long Beach, Calif., and on the board of the Sacramento Ballet Company.
  • 13. 12 Mitch Dorger Mitch Dorger is a management consultant with more than 40 years of work experience including 20 years as the chief executive officer (CEO). Mitch has special expertise in the world of nonprofit organizations and is well versed in nonprofit governance, strategic planning, change management, leadership development, volunteer management, and financial planning. Mitch holds a B.S. Degree from the United States Air Force Academy, an M.A. in International Relations from the Fletcher School of Law and Diplomacy, and an Executive MBA from Claremont Graduate University. Robert Egger Robert Egger is the Founder & President of L.A. Kitchen. The L.A. Kitchen will professionally recover fresh food, with an emphasis on fruits and vegetables, which will be used to provide healthy meals to aging Angelinos and fuel a culinary arts job training program for men and women coming out of foster care, or older men and women returning from incarceration. Robert pioneered this model during his 24 year tenure as the President of the DC Central Kitchen, the country’s first “community kitchen”. Kathleen P. Enright Kathleen is the founding President & CEO of Grantmakers for Effective Organizations. Kathleen speaks and writes regularly on issues of nonprofit and grantmaker effectiveness at national and regional gatherings of executives and trustees. Publications include Investing in Leadership: Inspiration and Ideas from Philanthropy’s Latest Frontier and Funding Effectiveness: Lessons in Building Nonprofit Capacity. She is also a contributing blogger for The Huffington Post. Wendy Garen Wendy has played an integral role in the life of the Ralph M. Parsons Foundation, assuming the title of President & CEO in 2008. She was a founding staff member of the children’s nonprofit Crystal Stairs and headed the Los Angeles Child Care and Development Council. She is a graduate of the University of Illinois and has a master’s in urban planning from UCLA. Paul G. Haaga, Jr. Paul stepped into the role of Acting President & CEO of NPR on September 30, 2013. Haaga has served on the NPR Board of Directors since 2011, most recently as Vice Chair of the Board and Chair of its Finance Committee. Maura J. Harrington, MBA, Ph.D. Maura is the COO & Vice President of Consulting for the Center for Nonprofit Management. Previously for 11 years she worked for Lodestar Management/Research. As Vice President of Consulting Services & Senior Researcher, she was responsible for evaluation & strategic planning consultations to private foundations, nonprofit organizations & government social service agencies. She holds a Ph.D. in Organizational Behavior (Department of Psychology) from Claremont Graduate School & an MBA from the Peter Drucker Graduate Management Center. Marc Haupert Marc has over 35 years’ experience in creation, organization, management, and administration of nonprofits of many kinds. In 2004, Marc joined Third Sector Company as Senior Advisor. He was named Interim of the Year in 2008. In 2013, Haupert and colleagues created NonprofitBackOffice.NET and FindALeader.org, to support nonprofit organizations with their special administrative needs and to facilitate search processes for senior staff. Marianne Haver Hill Marianne has been since 1987 the Executive Director and now President & CEO of MEND -- Meet Each Need with Dignity, the largest and most comprehensive poverty relief agency in the San Fernando Valley. Ms. Hill oversees a volunteer work force of more than 4,000 individuals annually who give the equivalent in hours to more than 80 full-time employees, and a paid staff of 29.
  • 14. Chris Hoene Chris joined the California Budget Project as Executive Director in 2012. Prior to joining the CBP, he was Director of the Center for Research & Innovation at the National League of Cities in Washington, DC, leading efforts to analyze trends in local and state government and promote constructive policy action on issues including public finance, economic development, governance, housing, sustainability, and infrastructure. Fran Inman Fran Inman, Senior Vice President, has worked as part of the Majestic Realty team for more than two decades. In addition to overseeing the government relations work for the company, Fran also serves as the founding President of the Majestic Realty Foundation. A civic and philanthropic leader, she serves and has served on a diverse range of business, economic development and transportation boards and organizations (including CNM) throughout the region. Tom Iselin Tom is a bestselling author and longtime nonprofit business strategist. He has founded and helped build some of the most admired nonprofits, including The Hunger Coalition and Higher Ground, one of the nation’s largest rehabilitation sports camps for wounded warriors. Considered a leading authority on nonprofit management, Tom has been featured on CNN, Nightline, and in Newsweek. Having been the founder, chief executive, and board member of multiple nonprofits, Tom knows firsthand the struggles nonprofits face and what it takes to build a “gold standard” nonprofit from the ground up. A graduate of UW-Madison, Tom also studied at the UC-San Diego and at Harvard. Brian David Johnson The future is Brian David Johnson’s business. As a futurist at Intel Corporation, his charter is to develop an actionable 10-15 year vision for the future of technology. His work is called “futurecasting” - using ethnographic field studies, technology research, trend data, and even science fiction to provide Intel with a pragmatic vision of consumers and computing. John Kobara John is Executive Vice President & COO of the California Community Foundation. He joined the foundation in 2008 to head the external and donor relations department. From 2003-2008, he was on the foundation’s board of directors while serving as head of Big Brothers Big Sisters of Greater Los Angeles. For 35 years, John has been leading and managing innovative nonprofit organizations, companies and technology startups, and actively involved in advancing social justice by increasing access to educational opportunities in Los Angeles. Stewart Kwoh Stewart is the President & Executive Director of the Asian Pacific American Legal Center of Southern California (APALC). Under Stewart’s leadership, the APALC has become the largest and most diverse legal assistance and civil rights organization targeting Asian Pacific Americans in the United States. He is also Vice-Chair of the Board of Directors for the National Asian Pacific American Legal Consortium (NAPALC), which was co-founded by APALC in 1991. The NAPALC is the country’s first national pan- Asian civil rights organization. Dr. Sharon Liu, MPH, MBA Sharon has been a consultant for over 20 years in the health sciences and biotechnology fields. Most recently, she has been training clients how to implement new software applications using change management techniques to assist her clients in adjusting to their new environment. Sharon has an MBA and EdD from Pepperdine University in Organizational Change and has presented her work internationally. Sharon’s research interests include the neuroscience of workplace and social stress and promising methods to lessen the resulting adverse effects. In 2014, Sharon will be teaching in China for the World Academy for the Future of Women and her chapter on coping with bullying was published in the anthology Bully Beyond the Tower. 13 Presenters
  • 15. 14 Mark Loranger Mark Loranger is the President & CEO of Chrysalis. During his seven years at Chrysalis, Mark has led significant programmatic and financial growth, including an increase of nearly 80% in clients served and revenue growth of 40%. Mark has a diverse skill set developed over 25 years as both an entrepreneur and a corporate leader. He is a frequent speaker on the topics of Social Enterprise, homelessness and employment and is a contributing author to the book Succeeding at Social Enterprise: Hard-Won Lessons for Non-Profits and Social Entrepreneurs. Joe Lumarda Joe Lumarda is a Senior Vice President & Investment Counselor for Capital Group Private Client Services. He also chairs Capital Group’s LA Charitable Contributions Committee. Prior to joining Capital Group in 2006, Joe spent 16 years at the California Community Foundation as a Vice President for Development, Executive Vice President and Chief Operating Officer. He also serves on several nonprofit and foundation boards including the Center for Nonprofit Management and Southern California Grantmakers. Antonio Manning Antonio Manning is Vice President & Senior Relationship Manager for JPMorgan Chase Global Philanthropy, managing philanthropic and corporate responsibility for Greater Los Angeles. Antonio is the founding member of Southern California Blacks in Philanthropy. He is an active community member and serves on several Boards such as Los Angeles Business Council and Institute, the Los Angeles Conservation Corps and the Advisory Board of the USC Center on Philanthropy and Public Policy. Antonio recently served as a mayoral appointment to the Los Angeles Homeless Services Authority. Becky Kanis Margiotta Becky is the Co-Founder of The Social Change Agency, whose mission is to support non-profit leaders in experiencing more freedom, connection, and creativity in their work to make the world a better place. In addition to co-founding The Social Change Agency, Becky currently directs the 100,000 Homes Campaign for Community Solutions. Featured on 60 Minutes, the Campaign is a nationwide large- scale change effort to find and house 100,000 of the most long-term and medically vulnerable homeless people in America by July 2014. Becky was recognized as a White House Champion of Change for her service to the nation as a female veteran. Her project, the 100,000 Homes Campaign, received the prestigious World Habitat Award from the Building and Social Housing Foundation in conjunction with the the United Nations. Alma D. Martinez Alma D. Martinez is an executive manager with over thirty years of experience in public administration, policy development, consensus-building and project management. Alma has served as a principle strategist and advisor to Supervisor Gloria Molina from Molina’s earliest days as a member of the Assembly; through Molina’s term as Los Angeles City Councilwoman; and for over two decades after Molina’s historic 1991 election to the Los Angeles County Board of Supervisors. At every turn, Alma has been instrumental in helping the supervisor craft effective strategies, community programs and policy initiatives—not just for the First District, but Countywide. Jan Masaoka Jan Masaoka is CEO of the California Association of Nonprofits (CalNonprofits), a statewide policy alliance of nonprofits speaking to government, philanthropy, and the public at large. Jan is a leading writer and thinker on nonprofit organizations with particular emphasis on boards of directors, business planning, and the role of nonprofits in society. Her books include Best of the Board Café (Fieldstone), Nonprofit Sustainability: Making Strategic Decisions for Financial Viability, co-author (Jossey Bass) and The Nonprofit’s Guide to HR (Nolo Press). Jan founded and publishes Blue Avocado magazine, often described as the second-best read publication in the nonprofit sector. Jan served 14 years as Executive Director of CompassPoint Nonprofit Services. She is an eight-time designee as one of the “Fifty Most Influential” people in the nonprofit sector.
  • 16. Joan McCarthy Joan McCarthy has been with The Walt Disney Company since September of 1984 and is currently Senior Manager, Corporate Citizenship, Los Angeles Community Engagement. As part of the Disney Corporate Citizenship team, Joan is responsible for community engagement in the greater Los Angeles area, including the cities of Burbank and Glendale where The Walt Disney Company is the largest employer. Focusing support in Disney’s philanthropic mission areas of Compassion, Conservation and Creativity, she manages the company’s strategic financial giving, oversees community outreach programs and the Disney VoluntEARS program. Mary-Elizabeth Michaels Mary-Elizabeth Michaels serves as Director of Community Affairs at Warner Bros. Entertainment Inc. In this role she leads regional outreach efforts in key regions, including Los Angeles, New York, Chicago, Vancouver and Montreal. She also spearheads capacity building efforts on behalf of Warner Bros. and manages signature company outreach programs including the Burbank Time Warner Board Leadership Program and the Reach Honorship Program. Alex Morales Alex Morales is president and CEO of Children’s Bureau, a nonprofit leader in the prevention and treatment of child abuse serving Los Angeles and Orange Counties for more than 100 years. Alex is an advocate for legislative reform to strengthen child welfare policies, locally and statewide. He holds a BA in physics from Cal State Long Beach and a master’s degree in social work from USC. Kiara Nagel Kiara delivers training, consulting, and coordination services to foster collaboration and support equitable community development. In addition to her affiliate work with Interaction Institute for Social Change, she is an Associate with the Center for Story-based Strategy and a fellow of the Design Studio for Social Intervention. Kiara holds a Masters in City Planning from the Department of Urban Studies and Planning at Massachusetts Institute of Technology (MIT). Preeta Nayak Preeta Nayak is a partner in Bridgespan’s San Francisco office. While at Bridgespan, she has worked with a variety of nonprofit, foundation, and public-sector clients on questions of strategic planning and organization design. She is a member of Bridgespan’s Leadership and Organization practice and leads the firm’s leadership team development program (Leading for Impact). She is also co-author of the recently released book, Nonprofit Leadership Development: What’s Your “Plan A” for Growing Future Leaders? Sylia Obagi Sylia Obagi serves as the Executive Director for the Roy & Patricia Disney Family Foundation. Prior to her current role, she was the Director, Programs & Operations at the Annenberg Foundation, one of the largest family foundations in the nation. Sylia’s was a principal architect of the Annenberg Foundation’s VISION+ responsive grantmaking program, their capacity building initiative Annenberg Alchemy, the Annenberg Space for Photography, and their newest cross-sector collaborative LA n Sync. Torie Osborn Torie Osborn is an innovative leader who has guided some of the nation’s most effective nonprofit organizations as they tackled tremendous challenges – including the early AIDS crisis, poverty and homelessness, and health care. She is recognized nationally for her community-organizing approach to solving problems and for being at the forefront of the major fights for social justice for 45 years. Patricia Pérez Patricia Pérez has been a guiding force behind the establishment of VPE Tradigital Communications as one of the nation’s leading Latino-owned public relations firms, and has been an active leader in numerous nonprofit organizations that seek to improve the conditions of the Latino community locally and nationally. She serves as an exemplary model of a Latina businesswoman who is committed to serving her community in both her professional and voluntary pursuits. 15 Presenters
  • 17. 16 Diana Aquino Price Diana Aquino Price is a Leadership Development Program Coordinator at Asian Americans Advancing Justice - Los Angeles. She develops curricula, facilitates workshops, and leads programs that help grow a multiracial, multi-generational base of community leaders. Diana regularly facilitates trainings on a range of racial, economic, and social justice issues with youth and adults at local schools, organizations, and conferences. Her past experience includes project management and communications roles at Columbia University in New York, Weber Shandwick in Beijing, and the National Organization for Women in Washington, D.C. Lisa Rau Lisa is CEO of Confluence, a tech consulting firm that specializes in helping nonprofits with technology and website needs. Since 2001, Confluence has supported 1,000-some nonprofits across the country from their LA and DC offices. Lisa is a guest faculty at Antioch University Los Angeles in the MA in Nonprofit Management program, teaching tech planning. She has a B.S. and M.S. (UC Berkeley) and a Ph.D. in Computer Science. Lisa Cleri Reale Lisa is Principal at Lisa Cleri Reale & Associates. Lisa’s nonprofit and foundations work includes resource and board development, marketing, organizational capacity, strategic planning, and grant making. She spent 11 years with the Times Mirror and the LA Times directing a number of community affairs efforts including Vice President of The Times Mirror Foundation and Director of Community Affairs for The LA Times. She also led the launch of 1-800-877-READ, a literacy hotline and the LA Times Festival of Books. Devon Scheef Devon Scheef is Co-Founder of The Learning Café. She and her partners channel their business expertise and up-to-the-minute research into learning solutions that deliver results. The Learning Café bridges the workplace generation gap, develops outstanding leaders, and creates successful mentoring initiatives for corporate, government and non-profit clients including Experian, Parker Aerospace, Novo Nordisk, AIG, Accenture, and the Centers for Disease Control & Prevention. Janet Schulman, MSW, MPA Janet Schulman is a recognized leader in the nonprofit sector with more than 30 years of experience in executive positions. Janet served as the Founding Executive Director of Big Sisters of Los Angeles and as the CEO of Special Olympics Southern California. She has also worked as an Interim Executive Director to agencies in transition. Janet is currently the Executive Director of the Early Childhood Parenting Center. Beatriz Solís, M.P.H., Ph.D. Beatriz joined The California Endowment in 2007 as the foundation’s Los Angeles Regional Senior Program Officer. In 2009, Beatriz was tapped to be Director of Healthy Communities, South Region, for the foundation’s 10-year strategic program Building Healthy Communities. As Director of Healthy Communities, she is responsible for advancing the vision and strategic direction of the initiative, as well as helping achieve established goals and outcomes through the organization’s philanthropic efforts in Southern California which spans a six county region. John Sotoodeh John Sotoodeh is President for Wells Fargo’s L.A. Metro/Orange County Regional Bank. John has oversight of 311 banking stores with $54 billion in deposits, employing more than 5,600 financial services professionals. He is active in many community and charitable organizations and serves on the board of directors for the United Way of Greater Los Angeles, board of directors for KCET-TV, and the board of trustees for the Autry National Center of the AmericanWest. He also is a member of the Young Presidents’ Organization Los Angeles Chapter. John received his bachelor’s degree in finance from San Jose State University. He also is a graduate of the Pacific Coast Banking School.
  • 18. Belinda Madrid Teitel Belinda is the Vice President of Education and Leadership Development at the Center for Nonprofit Management. She has been coaching and consulting for nonprofit organizations for more than 14 years and has worked with over 100 organizations of all types and sizes. Belinda began her career in the banking and finance field and has formed extensive alliances in the nonprofit, business and governmental sectors throughout Southern California. Belinda is on the board of Girls on the Run, Los Angeles Chapter, and an active member of Hispanics in Philanthropy. Jamie Keyser Thomas Jamie Keyser Thomas is Program Manager of Los Angeles Community Engagement which is part of Disney’s Citizenship division. Jamie helps create and implement community outreach programs focusing in the areas of compassion, creativity and conservation in the greater LA area with specific emphasis in the city of Burbank. She runs the Disney VoluntEARS program which celebrated its 30th Anniversary last year. Management of that program includes oversight of the Disney VoluntEARS Leadership Council. She also manages key nonprofit relationships and programs and piloted the company’s first formalized Skills Based VoluntEARS program with Taproot Foundation. Paula Thompson, Ed.D. Paula is an expert on how individuals manage their careers to achieve desired professional outcomes. As a coach, she works with high-performing individuals to accomplish their next level of success. She conducts research on the internal – and often hidden – aspects of workplace performance and the application of positive psychology in the workplace. Amy Sample Ward Amy is the CEO of NTEN. She is also a blogger, facilitator and trainer having worked with groups and spoken at events in the US, UK and around the world. In 2013, she co-authored Social Change Anytime Everywhere: How to implement online multichannel strategies to spark advocacy, raise money, and engage your community with Allyson Kapin. Lisa Watson, MBA Lisa is the CEO of the Downtown Women’s Center, a nonprofit dedicated to serving the needs of homeless women in Los Angeles’ Skid Row. Lisa has been at the helm of DWC for more than fifteen years, dramatically expanding the organization through new programs and facilities, increasing the organization’s capacity to meet the dramatic rise in women’s homelessness and meeting the complex needs of an extremely vulnerable population. Jonathan Weedman Jonathan has served as Senior Vice President for the Wells Fargo Foundation since September 1996. Under his management, Wells Fargo has grown to become the largest corporate donor to charities in these regions. Jonathan is the recipient of numerous awards for his community service from organiza- tions such as the American Heart Association, Para Los Niños, AIDS Service Center, Project New Hope, Bilingual Foundation of the Arts and Operation Hope. Mr. Weedman is a Board Member of the Los Angeles Philharmonic Association, The Colburn School, Inner City Youth Orchestra of LA, and serves as Chair of the Los Angeles County Grand Park Foundation. David White David is Director in the Los Angeles Office of Deloitte Consulting, LLP. He has over fifteen years’ experience helping media and technology companies address workforce issues as they pursue significant business transformations enabled by process re-engineering, technology, and strategic organizational change. He practices within Deloitte’s Human Capital service area, specializing in the integration of talent strategies with information and technology to improve business performance. His engagement experience encompasses areas such as: recruiting, learning and development, workforce analytics, employee engagement, workforce planning, performance management, change leadership, and organizational design. 17 Presenters
  • 19. 18 Carolyn Williams Carolyn R. Williams currently serves as Community Relations Manager for the Southern California Gas Company. Recognized for her expertise, she is a member of the Conference Board’s Business Education Council and the Los Angeles Math Initiative Advisory Council. Carolyn is active in the community, serving on the boards of the USC Price School of Public Policy Alumni Association (Emeritus, founding board member), USC Black Alumni Association, United Way of Los Angeles Community Investment Cabinet and Downtown Women’s Center. She is also a board official for the $1.2 billion NuVision Federal Credit. Jonathan Lorenzo Yorba, Ph.D. Jonathan Lorenzo Yorba is President & CEO of The Community Foundation, which has offices in Palm Springs and Riverside and whose mission is “Strengthening Inland Southern California through Philanthropy.” Jonathan is Chair of the Ford Fellows Fund, which works with the Ford Foundation in New York and the National Research Council at the National Academies in Washington, DC to increase the diversity of the nation’s college and university faculties. In addition, Jonathan is a member of the State Department’s Global Philanthropy Working Group, based in Washington, DC. Jasmine Youssefzadeh Jasmine is a social entrepreneur and the Founder of filmanthropos, a creative agency specializing in multi-platform storytelling for philanthropies, causes, & CSR initiatives. She holds a BS in Business Administration from USC (2007), and a Masters in International Management from IE Business School, Madrid (2011).
  • 20. At Kaiser Permanente, our commitment to well-being goes beyond health care. We’re also committed to improving the communities we serve. That’s why we support the Center for Nonprofit Management 501(c) onference 2014. By working hard to make a difference we can help make our community a better place for all of us. Visit community.kp.org © 2014KaiserPermanenteBSP08d133 We believe in a healthy future. Your Complete Resource For Social Change ssireview.org/subscribe TO SUBSCRIBE ONLINE VISIT n Full year of the print edition n Tablet friendly edition n Unlimited access to subscriber-only articles n Weekly Enewsletter
  • 21. We are your technology advocate Technology Confluence, a nationally recognized leader, performs strategic technology assessments for organizations. Our assessments include specific recommendations mapped into an easy-to-follow “action plan”. design Our award-winning design department creates compelling, user-friendly print and web designs for a wide range of nonprofit organizations and their constituents. developmenT Confluence specializes in implementing and customizing content management systems (CMS), constituent relationship management systems (CRM). We implement custom web and database solutions and are a certified nonprofit implementation partner of the Salesforce Foundation. 800.819.7232 info@confluencecorp.com www.ConfluenceCorp.com @ConfluenceCorp los angeles » washington, dc » portland » baltimore CoveredCA.com Covered California is the new online “marketplace” that will make it simple assistance to help pay for insurance. Is your small business prepared for Health Care Reform implementation? Have you thought about providing quality, affordable health insurance to your employees but could not because of cost? Learn about a health insurance program that makes it easy for small businesses to provide insurance to their employees! Maria Solano, Program Specialist and Certified Covered California Educator for the California Hispanic Chambers of Commerce, is available to answer any questions you may have regarding Covered California and the Small Business Health Options Program. Feel free to contact Maria: (213) 247-6423 mmsolano@cahcc.com
  • 22. Staff turnover is expensive. Hire the right people with jobscoop.org Most candidates on Jobscoop: • have more than 10 years of experience in the nonprofit sector. • Have a college or graduate degree. • Are searching for executive and senior level positions. 2 0 1 4 Your organization is only as good as your people. Stay competitive with our Compensation and Benefits Survey cnmsocal.org/cb
  • 23. The legacy of leadership wellsfargo.com © 2014 Wells Fargo Bank, N.A. All rights reserved. Member FDIC. (1191562_11954) Great leaders leave a mark on the communities they serve. They bring people together, create a consensus and work hard to make positive change. What is accomplished today can last for generations. We proudly recognize the Center for Nonprofit Management.
  • 24. CNM is here to help... Learn more at cnmsocal.org Meet your leadership potential • Half and Full-day Seminars • Certification Programs • Professional Coaching Learn and lead together • Consulting Services - Talent Development and Team Building - Strengthening Boards - Organizational Assessment and Best Practices - Performance and Impact Measurement - Program Evaluation • Compensation and Benefits Survey • Jobscoop.org Be a force for change • 501(c)onference • Executive Leadership Forum • Nonprofit Snapshot Survey of the Sector Your Cause You Your Team