Using the Bully Pulpit -- Working with Elected OfficialsDerwin Dubose
Derwin Dubose presented strategies for financial literacy outreach with elected officials used by the North Carolina State Treasurer's office. They launched initiatives targeting various audiences around the state with minimal funding. Events, tours of the state, research boards, columns in local media, and inviting officials to join boards helped them reach over 10 million people with earned media attention. Lessons included standing out from other organizations, focusing programming in areas officials "own", and realizing different projects attract different types of credibility. The presentation provided examples of successful projects and partnerships to serve as models.
Tony Armstrong, President and CEO of Indiana University Research & Technology Corporation and Kirk White, Assistant Vice President for Strategic Partnerships at Indiana University gave a presentation about university-community partnerships focusing on economic development for the 2012 Inter-City Visit to Bloomington, IN.
Beyond the Paycheck: Stanford GSB Lecture to Net Impact ConferenceWayne Dunn
Wayne Dunn's lecture to
Bridging the Gap: LEADING SOCIAL INNOVATION ACROSS SECTORS Net Impact Conference Stanford University Graduate School of Business November 11, 2005
www.waynedunn.com
Socent and impact investing career discussion aei sz sciences po class 2015Ali El Idrissi
This document discusses careers in social entrepreneurship and impact investing. It outlines the various sectors within the social impact ecosystem including philanthropy, international development, corporations, social investment and finance, venture philanthropy, ventures, and entrepreneurship/acceleration. For each sector, it provides examples of organizations and describes the types of roles available as well as the necessary experience, skills, and background required for those roles. The document emphasizes the importance of understanding the ecosystem, networking, and having a long term perspective when pursuing a career in social impact.
The document provides an overview of economic development financing, outlining the typical steps involved: 1) understanding the business and project, 2) assessing available private financing, 3) identifying any financing gaps, 4) leveraging various public sector programs to fill gaps, and 5) closing the deal. It describes different types of private financing sources and public sector programs like loans, loan guarantees, bonds, and tax incentives. The roles of organizations like JobsOhio, local governments, and regional partners in providing financing and incentives are also summarized.
Derwin Dubose reflects on 30 life lessons he has learned so far. Some of the key lessons include: being the captain of your own ship and not letting others define your narrative; knowing your competitive advantage; accepting that being weird is awesome; taking short-term losses for long-term gain; understanding that change will face resistance and make enemies; and owning your mistakes while showing love to others. Overall, the document reflects on lessons about leadership, personal growth, and navigating challenges in life and career.
This document discusses regional economic development collaboration in the Greater Bangor, Maine region. It outlines the formation of partnerships between organizations like EMDC, municipalities, chambers of commerce, and Mobilize Maine to develop a comprehensive regional strategic plan. This plan includes creating an asset-based regional vision to guide economic growth in sectors like tourism, technology, and workforce development through measurable objectives and benchmarks. Emphasis is placed on continued private sector engagement and cross-sector collaboration to advance the region's economy.
Social Media as a Tool for Building an Alternative Economy in KRADD Communiti...Berea College
This invited presentation illustrates the value of small business digital marketing through a number of case studies executed over a five year period in the Kentucky River Area Development District (KRADD). The final case studies were developed after travels and observations of the HandMade in America trails in Western North Carolina to advance travel and tourism through a series of “persona travelers” based on Kentucky tourism research of how and where to spend 36 hours in the KRADD region. This presentation was for the KRADD monthly meeting on October 24th, 2012 in Whitesburg, KY.
Using the Bully Pulpit -- Working with Elected OfficialsDerwin Dubose
Derwin Dubose presented strategies for financial literacy outreach with elected officials used by the North Carolina State Treasurer's office. They launched initiatives targeting various audiences around the state with minimal funding. Events, tours of the state, research boards, columns in local media, and inviting officials to join boards helped them reach over 10 million people with earned media attention. Lessons included standing out from other organizations, focusing programming in areas officials "own", and realizing different projects attract different types of credibility. The presentation provided examples of successful projects and partnerships to serve as models.
Tony Armstrong, President and CEO of Indiana University Research & Technology Corporation and Kirk White, Assistant Vice President for Strategic Partnerships at Indiana University gave a presentation about university-community partnerships focusing on economic development for the 2012 Inter-City Visit to Bloomington, IN.
Beyond the Paycheck: Stanford GSB Lecture to Net Impact ConferenceWayne Dunn
Wayne Dunn's lecture to
Bridging the Gap: LEADING SOCIAL INNOVATION ACROSS SECTORS Net Impact Conference Stanford University Graduate School of Business November 11, 2005
www.waynedunn.com
Socent and impact investing career discussion aei sz sciences po class 2015Ali El Idrissi
This document discusses careers in social entrepreneurship and impact investing. It outlines the various sectors within the social impact ecosystem including philanthropy, international development, corporations, social investment and finance, venture philanthropy, ventures, and entrepreneurship/acceleration. For each sector, it provides examples of organizations and describes the types of roles available as well as the necessary experience, skills, and background required for those roles. The document emphasizes the importance of understanding the ecosystem, networking, and having a long term perspective when pursuing a career in social impact.
The document provides an overview of economic development financing, outlining the typical steps involved: 1) understanding the business and project, 2) assessing available private financing, 3) identifying any financing gaps, 4) leveraging various public sector programs to fill gaps, and 5) closing the deal. It describes different types of private financing sources and public sector programs like loans, loan guarantees, bonds, and tax incentives. The roles of organizations like JobsOhio, local governments, and regional partners in providing financing and incentives are also summarized.
Derwin Dubose reflects on 30 life lessons he has learned so far. Some of the key lessons include: being the captain of your own ship and not letting others define your narrative; knowing your competitive advantage; accepting that being weird is awesome; taking short-term losses for long-term gain; understanding that change will face resistance and make enemies; and owning your mistakes while showing love to others. Overall, the document reflects on lessons about leadership, personal growth, and navigating challenges in life and career.
This document discusses regional economic development collaboration in the Greater Bangor, Maine region. It outlines the formation of partnerships between organizations like EMDC, municipalities, chambers of commerce, and Mobilize Maine to develop a comprehensive regional strategic plan. This plan includes creating an asset-based regional vision to guide economic growth in sectors like tourism, technology, and workforce development through measurable objectives and benchmarks. Emphasis is placed on continued private sector engagement and cross-sector collaboration to advance the region's economy.
Social Media as a Tool for Building an Alternative Economy in KRADD Communiti...Berea College
This invited presentation illustrates the value of small business digital marketing through a number of case studies executed over a five year period in the Kentucky River Area Development District (KRADD). The final case studies were developed after travels and observations of the HandMade in America trails in Western North Carolina to advance travel and tourism through a series of “persona travelers” based on Kentucky tourism research of how and where to spend 36 hours in the KRADD region. This presentation was for the KRADD monthly meeting on October 24th, 2012 in Whitesburg, KY.
International Visitor Leadership Program at Berea CollegeBerea College
This case study integrates the growing popularity of adventure tourism, ecotourism and heritage tourism and contains the potential for building an alternative economy, one that promises greater monetary returns for local residents, the preservation of rural traditions, and the protection of sensitive natural resources. Three traveler and tourist "personas" into Eastern Kentucky are demonstrated
This document lists the names and student IDs of 6 students who are part of Group 9 in Section C of PGPM. It then provides information about the World Bank, including its history, purpose, organizational structure, partners, the roles of the International Bank for Reconstruction and Development (IBRD) and International Development Association (IDA). It discusses how the IBRD and IDA are financed and their criteria for membership. It also describes the World Bank's approaches to project monitoring and evaluation.
The document discusses developing a framework of outcomes for youth services and young people. It aims to establish a common language around measuring the impact and social outcomes of youth programs. The framework wants to be accepted by commissioners, providers, and investors. It also wants to allow benchmarking and sharing of best practices. The outcomes framework clusters outcomes into seven key capabilities like personal development, social development, and educational development. It provides examples of how commissioners, providers, and investors could utilize the framework.
Rhonda Johnson, Doreen Leavitt
and Robin Morales
Department of Health Sciences,
University of Alaska Anchorage
Delivered by Catherine Carry, Project Manager –NAHO 2009 National Conference
Creating A Sustainable Adult Recruitment Pool At The University Of Wisconsin ...WCET
The University of Wisconsin System developed a process to create a sustainable adult student recruitment pool. They built a database of over 14,000 potential adult students by compiling records from various sources. UW then implemented an integrated marketing approach including direct mailings, an improved website, and personalized outreach to recruit from this pool. Over 2,700 new applications and over 900 new enrollments resulted from these efforts. Moving forward, UW plans to explore additional innovative recruitment strategies using new technologies.
This document presents a model for supporting individuals working in the informal cash economy to formalize their businesses. It was developed by Community Links, a UK charity, based on research with 10 organizations. The model involves outreach, building trust, addressing personal barriers, and providing ongoing business support over 5 years. It aims to transition individuals from informal to formal enterprises. The document calls for UK government endorsement and implementation of this model nationally to help lift people out of poverty through self-employment.
Breathitt County KY Small Business Digital Marketing Case Studies: EPG Explor...Berea College
This presentation before the Breathitt County civic leadership illustrates the value of small business digital marketing through a number of case studies executed over a five year period in the Kentucky River Area Development District (KRADD). The final case studies were developed after faculty and student travels and observations of the HandMade in America trails in Western North Carolina to advance travel and tourism through a series of “persona travelers” based on Kentucky tourism research of how and where to spend 36 hours in the KRADD region. This presentation was presented to the Jackson Kiwanis Club on November 20th, 2012.
Vibrant Communities Canada: Measuring Impact Social Finance
This document summarizes the Vibrant Communities Canada initiative, which aimed to reduce poverty through local multi-sector collaboration. It discusses:
1) The initiative was launched in 2002 by three national partners to test an experimental approach to poverty reduction through local action guided by five principles.
2) Thirteen communities participated as "Vibrant Communities" to build collaborations across sectors including government, business, non-profits and citizens with lived experience.
3) Evaluating the comprehensive initiative's impact proved challenging due to its emergent nature, attribution issues, and differences across sites. Developmental evaluation accommodated these challenges by focusing on communities' evolving theories of change.
The document discusses efforts to promote regional entrepreneurship in Western North Carolina. It describes the creation of a Certified Entrepreneurial Community program to help communities support local entrepreneurship. The program involves 5 steps that communities can take to assess and improve their capacity for fostering entrepreneurship. An example is provided of Mitchell County, NC going through the program and developing goals, objectives and future plans to strengthen local small businesses.
The Future of Economic Development: Talent Rules - Erin Bodine (1.22.13)Whittaker Associates
This document provides 7 tips for launching a talent attraction campaign. It discusses engaging local businesses, determining the region's image, creating an exciting consumer brand, running an integrated marketing campaign, involving community ambassadors, launching the campaign publicly, and getting creative to reach niche audiences. Case studies are presented on campaigns in North Carolina, Calgary, and involving tourism boards. The goal is to help regions attract skilled workers to address looming talent shortages.
7.24.12 Adding Value Through the International Year of Cooperatives WebinarCoopConnections
In this unique event, leaders from the US observance of the International Year of Cooperatives (IYC) will share tips on accessing proven resources and engaging with media and policymakers.
Join with NCBA moderator Eric DeLuca as he leads an all-star panel of co-op executive presenters, including Mark Wolff, Credit Union National Association; Brian Donovan, University of Texas Inter-Cooperative Council, Inc.; Kevin Edberg, Cooperative Development Services; Emily M Lippold Cheney, North American Students of Cooperation; and Brian Van Slyke, The Toolbox for Education and Social Action, where participants will:
- Learn about various US initiatives and how to get involved
- Hear from industry thought leaders about the value of IYC to your co-op and the cooperative movement
- Gain tips on how to increase awareness for your IYC initiatives and spur engagement with key stakeholders
- Discuss easy-to-implement actions you can take in your local area to celebrate co-ops today and cultivate the cooperative economy of tomorrow
This document provides an overview of biotech industry statistics in Northern California and incentives available to attract and support biotech companies. It notes the large size and growth of the biotech cluster in the region. It then discusses various state, local, and utility incentives including tax credits, grants, workforce training programs, and energy efficiency programs. Key considerations for companies regarding workforce, financial decisions, and the incentives negotiation process are outlined.
The Fox Valley Technical College (FVTC) referendum was conducted during tough economic times and a turbulent political landscape. Miron Construction worked with Eppstein Uhen Architects (EUA) to clearly identify FVTC's needs. Extensive input was gathered from key stakeholder groups including faculty, staff, students and valued community partners. Dr. Susan May, FVTC president, said: "EUA and Miron helped us design a process to gain public support from all constituencies, one that assisted FVTC in making effective and efficient decisions in a relatively short time frame." The result was a $66.5 million referendum that passed with 66 percent approval. Craig Uhlenbrauck, vice president of marketing for Miron who works first-hand with all educational projects, could speak to their approach on this and any educational project in their portfolio.
I’ve been a writer and communications strategist for over 20 years, developing and implementing external, executive, and employee communications initiatives for Fortune 500 companies, start-ups, and non-profits. I’m active in the local community, live and die with my favorite sports teams, have a black belt in the martial arts, and dutifully take out the trash. Here is a portfolio of my past work.
Kirsty Anderson – CCS Public Engagement – Presentation at the Global CCS Inst...Global CCS Institute
This document discusses engagement strategies for carbon capture and storage (CCS) projects based on lessons learned from the Longannet CCS Project in Scotland. It finds that public opposition remains a top risk and early, targeted engagement with stakeholders is important. Tangible examples, clear and consistent messaging about CCS, building trust with advocates, and long-term commitment are essential to engagement. Listening to stakeholders and establishing credibility are emphasized as critical to developing understanding and support.
This Powerpoint discusses how libraries can address Disconnected Youth in their communities, how they can target specific programming and tailor it to their needs and gives suggestions for community partnerships.
Grant Ready presents at Grants Connector Sydney 2012 organised by Business Co...Business Connector
The document provides an overview of understanding grants and the grant application process. It discusses that there are over 600 grant programs from federal and state governments worth $80 billion annually. It then outlines a 4 step grants process: 1) Think right by understanding the grant maker's goals, 2) Develop a grant strategy by researching opportunities, 3) Write strong grant applications by answering questions and knowing guidelines, 4) Report well by fulfilling obligations and maintaining relationships if successful or asking for feedback if unsuccessful. The document emphasizes developing a long term grant strategy, clearly defining projects, and building cases with evidence to improve chances of winning funds.
This document provides information and guidance about accessing funding locally for youth organizations. It lists various sources of funding information like websites and organizations. It discusses different types of funding opportunities such as for sports/arts projects or workforce development. It provides tips for applying for funding like ensuring the project is deliverable, collaborative, and innovative. It emphasizes measuring tangible outcomes and building relationships with funders. Finally, it discusses developing long-term fundraising strategies and sustainability plans.
Montgomery Consulting provides strategic planning, fundraising assessments, campaign planning, grant seeking services, and custom fundraising training to nonprofit organizations. Mike Montgomery has over 30 years of experience in economic development and fundraising. He teaches fundraising courses at Lawrence Technological University and works with a variety of nonprofit clients.
Cluster basics: Cluster Development in Practice - Twelve StepsTCI Network
This document outlines 12 steps for cluster development based on Ifor Ffowcs-Williams' experience helping clusters. It begins with convening key stakeholders to analyze the cluster and form a leadership group. They develop a vision of the preferred future. Benchmarking visits and strategic agendas focus on collaboration, skills, and global connections. Facilitators play a central role in building trust and linking clusters over time. The goal is to continually upgrade competitiveness by deepening specializations and connections locally and globally.
International Visitor Leadership Program at Berea CollegeBerea College
This case study integrates the growing popularity of adventure tourism, ecotourism and heritage tourism and contains the potential for building an alternative economy, one that promises greater monetary returns for local residents, the preservation of rural traditions, and the protection of sensitive natural resources. Three traveler and tourist "personas" into Eastern Kentucky are demonstrated
This document lists the names and student IDs of 6 students who are part of Group 9 in Section C of PGPM. It then provides information about the World Bank, including its history, purpose, organizational structure, partners, the roles of the International Bank for Reconstruction and Development (IBRD) and International Development Association (IDA). It discusses how the IBRD and IDA are financed and their criteria for membership. It also describes the World Bank's approaches to project monitoring and evaluation.
The document discusses developing a framework of outcomes for youth services and young people. It aims to establish a common language around measuring the impact and social outcomes of youth programs. The framework wants to be accepted by commissioners, providers, and investors. It also wants to allow benchmarking and sharing of best practices. The outcomes framework clusters outcomes into seven key capabilities like personal development, social development, and educational development. It provides examples of how commissioners, providers, and investors could utilize the framework.
Rhonda Johnson, Doreen Leavitt
and Robin Morales
Department of Health Sciences,
University of Alaska Anchorage
Delivered by Catherine Carry, Project Manager –NAHO 2009 National Conference
Creating A Sustainable Adult Recruitment Pool At The University Of Wisconsin ...WCET
The University of Wisconsin System developed a process to create a sustainable adult student recruitment pool. They built a database of over 14,000 potential adult students by compiling records from various sources. UW then implemented an integrated marketing approach including direct mailings, an improved website, and personalized outreach to recruit from this pool. Over 2,700 new applications and over 900 new enrollments resulted from these efforts. Moving forward, UW plans to explore additional innovative recruitment strategies using new technologies.
This document presents a model for supporting individuals working in the informal cash economy to formalize their businesses. It was developed by Community Links, a UK charity, based on research with 10 organizations. The model involves outreach, building trust, addressing personal barriers, and providing ongoing business support over 5 years. It aims to transition individuals from informal to formal enterprises. The document calls for UK government endorsement and implementation of this model nationally to help lift people out of poverty through self-employment.
Breathitt County KY Small Business Digital Marketing Case Studies: EPG Explor...Berea College
This presentation before the Breathitt County civic leadership illustrates the value of small business digital marketing through a number of case studies executed over a five year period in the Kentucky River Area Development District (KRADD). The final case studies were developed after faculty and student travels and observations of the HandMade in America trails in Western North Carolina to advance travel and tourism through a series of “persona travelers” based on Kentucky tourism research of how and where to spend 36 hours in the KRADD region. This presentation was presented to the Jackson Kiwanis Club on November 20th, 2012.
Vibrant Communities Canada: Measuring Impact Social Finance
This document summarizes the Vibrant Communities Canada initiative, which aimed to reduce poverty through local multi-sector collaboration. It discusses:
1) The initiative was launched in 2002 by three national partners to test an experimental approach to poverty reduction through local action guided by five principles.
2) Thirteen communities participated as "Vibrant Communities" to build collaborations across sectors including government, business, non-profits and citizens with lived experience.
3) Evaluating the comprehensive initiative's impact proved challenging due to its emergent nature, attribution issues, and differences across sites. Developmental evaluation accommodated these challenges by focusing on communities' evolving theories of change.
The document discusses efforts to promote regional entrepreneurship in Western North Carolina. It describes the creation of a Certified Entrepreneurial Community program to help communities support local entrepreneurship. The program involves 5 steps that communities can take to assess and improve their capacity for fostering entrepreneurship. An example is provided of Mitchell County, NC going through the program and developing goals, objectives and future plans to strengthen local small businesses.
The Future of Economic Development: Talent Rules - Erin Bodine (1.22.13)Whittaker Associates
This document provides 7 tips for launching a talent attraction campaign. It discusses engaging local businesses, determining the region's image, creating an exciting consumer brand, running an integrated marketing campaign, involving community ambassadors, launching the campaign publicly, and getting creative to reach niche audiences. Case studies are presented on campaigns in North Carolina, Calgary, and involving tourism boards. The goal is to help regions attract skilled workers to address looming talent shortages.
7.24.12 Adding Value Through the International Year of Cooperatives WebinarCoopConnections
In this unique event, leaders from the US observance of the International Year of Cooperatives (IYC) will share tips on accessing proven resources and engaging with media and policymakers.
Join with NCBA moderator Eric DeLuca as he leads an all-star panel of co-op executive presenters, including Mark Wolff, Credit Union National Association; Brian Donovan, University of Texas Inter-Cooperative Council, Inc.; Kevin Edberg, Cooperative Development Services; Emily M Lippold Cheney, North American Students of Cooperation; and Brian Van Slyke, The Toolbox for Education and Social Action, where participants will:
- Learn about various US initiatives and how to get involved
- Hear from industry thought leaders about the value of IYC to your co-op and the cooperative movement
- Gain tips on how to increase awareness for your IYC initiatives and spur engagement with key stakeholders
- Discuss easy-to-implement actions you can take in your local area to celebrate co-ops today and cultivate the cooperative economy of tomorrow
This document provides an overview of biotech industry statistics in Northern California and incentives available to attract and support biotech companies. It notes the large size and growth of the biotech cluster in the region. It then discusses various state, local, and utility incentives including tax credits, grants, workforce training programs, and energy efficiency programs. Key considerations for companies regarding workforce, financial decisions, and the incentives negotiation process are outlined.
The Fox Valley Technical College (FVTC) referendum was conducted during tough economic times and a turbulent political landscape. Miron Construction worked with Eppstein Uhen Architects (EUA) to clearly identify FVTC's needs. Extensive input was gathered from key stakeholder groups including faculty, staff, students and valued community partners. Dr. Susan May, FVTC president, said: "EUA and Miron helped us design a process to gain public support from all constituencies, one that assisted FVTC in making effective and efficient decisions in a relatively short time frame." The result was a $66.5 million referendum that passed with 66 percent approval. Craig Uhlenbrauck, vice president of marketing for Miron who works first-hand with all educational projects, could speak to their approach on this and any educational project in their portfolio.
I’ve been a writer and communications strategist for over 20 years, developing and implementing external, executive, and employee communications initiatives for Fortune 500 companies, start-ups, and non-profits. I’m active in the local community, live and die with my favorite sports teams, have a black belt in the martial arts, and dutifully take out the trash. Here is a portfolio of my past work.
Kirsty Anderson – CCS Public Engagement – Presentation at the Global CCS Inst...Global CCS Institute
This document discusses engagement strategies for carbon capture and storage (CCS) projects based on lessons learned from the Longannet CCS Project in Scotland. It finds that public opposition remains a top risk and early, targeted engagement with stakeholders is important. Tangible examples, clear and consistent messaging about CCS, building trust with advocates, and long-term commitment are essential to engagement. Listening to stakeholders and establishing credibility are emphasized as critical to developing understanding and support.
This Powerpoint discusses how libraries can address Disconnected Youth in their communities, how they can target specific programming and tailor it to their needs and gives suggestions for community partnerships.
Grant Ready presents at Grants Connector Sydney 2012 organised by Business Co...Business Connector
The document provides an overview of understanding grants and the grant application process. It discusses that there are over 600 grant programs from federal and state governments worth $80 billion annually. It then outlines a 4 step grants process: 1) Think right by understanding the grant maker's goals, 2) Develop a grant strategy by researching opportunities, 3) Write strong grant applications by answering questions and knowing guidelines, 4) Report well by fulfilling obligations and maintaining relationships if successful or asking for feedback if unsuccessful. The document emphasizes developing a long term grant strategy, clearly defining projects, and building cases with evidence to improve chances of winning funds.
This document provides information and guidance about accessing funding locally for youth organizations. It lists various sources of funding information like websites and organizations. It discusses different types of funding opportunities such as for sports/arts projects or workforce development. It provides tips for applying for funding like ensuring the project is deliverable, collaborative, and innovative. It emphasizes measuring tangible outcomes and building relationships with funders. Finally, it discusses developing long-term fundraising strategies and sustainability plans.
Montgomery Consulting provides strategic planning, fundraising assessments, campaign planning, grant seeking services, and custom fundraising training to nonprofit organizations. Mike Montgomery has over 30 years of experience in economic development and fundraising. He teaches fundraising courses at Lawrence Technological University and works with a variety of nonprofit clients.
Cluster basics: Cluster Development in Practice - Twelve StepsTCI Network
This document outlines 12 steps for cluster development based on Ifor Ffowcs-Williams' experience helping clusters. It begins with convening key stakeholders to analyze the cluster and form a leadership group. They develop a vision of the preferred future. Benchmarking visits and strategic agendas focus on collaboration, skills, and global connections. Facilitators play a central role in building trust and linking clusters over time. The goal is to continually upgrade competitiveness by deepening specializations and connections locally and globally.
Cluster basics: Cluster Development in Practice - Twelve Steps
Pathways to Prosperity Conference
1. THE BULLY PULPIT
Working with Elected Officials
Presented by Derwin Dubose
Biennial Pathways to Prosperity
Conference
October 17, 2011
2. SESSION OBJECTIVES
• Understand how the North Carolina State
Treasurer’s office launched a financial literacy
initiative
• Express proven strategies to execute financial
literacy outreach with elected officials
• Learn ways to gain media attention for financial
literacy and other programs
• Identify barriers to entry and challenges with
financial literacy outreach
2
3. BACKGROUND INFORMATION
Derwin Dubose is a public affairs strategist who
connects people to policy.
• Campus Y at the University of North Carolina
• North Carolina Democratic Party and House
Democratic Caucus
• Ronald McDonald House Charities
• Duke University
• Institute of Political Leadership
• North Carolina Department of State Treasurer
3 • North Carolina Office of the Lieutenant Governor
4. BACKGROUND INFORMATION
• State Treasurer Janet Cowell was elected in 2008
• Cowell campaigned on providing financial literacy to
more North Carolinians
• Set five goals for her first term:
– Instill confidence
– Meet customer expectations
– Optimize returns on entrusted assets
– Promote healthy and diverse financial services in NC
– Promote financial literacy
• Derwin Dubose was hired in April 2009 and led
financial literacy efforts until October 2010.
4
5. BACKGROUND INFORMATION
• Hypothesis: Almost all of the resources North
Carolinians need to make better financial decisions
exist in the state, but residents do not know that
they exist
– Disconnect between policy leaders, practitioners, and the
public (especially low-income residents)
– Lack of hands-on work
• Goal: Connect North Carolinians to local, state, and
national resources that will help them make better
financial decisions and weather this financial crisis
• Secondary goal: To gain media exposure for other
efforts, especially core functions, within the State
Treasury
5
6. BACKGROUND INFORMATION
• In 2009, we decided to focus on adults, our natural
constituency, within four target areas:
– Foreclosure prevention
– Homeownership and Asset-Building
– Credit cards
– Life crisis management
• And provide information to the following target
audiences:
– General public (geographic specialization)
– State Employees
– Seniors
– Women
– Military
• We had absolutely no money
6
8. EVENTS
Short-term public programs highlighting financial literacy
8
9. KEY NOTES ON EVENTS
• Target your audience
• Provide tangible numbers to the elected official
• Create unique opportunities
• Provide something for free or at a reduced cost
• Leverage media
• Partner with organizations
• Focus on quality, not quantity
9
10. TOURS
Crossing the state to get information, share information, and raise
awareness
10
11. KEY NOTES ON TOURS
• Target your audience
• Choose timely topics
• Find partners
• Aim for geographic diversity
• Choose mid-tier markets
• Reach out to local press
• Show results
11
13. RESEARCH, BOARDS AND COMMISSIONS
Finding new information to help consumers and institutions make
better decisions
13
14. KEY NOTES ON RESEARCH, BOARDS AND
COMMISSIONS
• Target your audience
• Choose timely topics
• Realize staff time commitment
• Recruit all-stars
• Give tangible charges
• Influence thought
14
15. COLUMNS
Reaching people who you cannot physically meet
15
16. KEY NOTES ON COLUMNS
• Target your audience
• Draft materials for elected officials
• Focus on mid-tier and rural media
• Stress credibility on financial topics
• Provide a “voice of reason”
16
17. BOARD MEMBERSHIP
Inviting elected officials and their staff to join your board
17
18. KEY NOTES ON BOARD MEMBERSHIP
• Invite elected officials to join your board
• Get staff involved
• Ask elected officials to host events
– Economics Educator of the Year
– Jump$tart luncheon
– Assets forums
18
20. MEASURING SUCCESS
• We were very successful with media outreach, gaining a
collective media audience of 10.77M people over the year
• TV stations are more likely to cover work with K-12 schools
• Print and web publications are more apt to cover “adult” topics
like retirement and asset-building
20 • Credit cards and student debt yield the most diverse coverage
21. Orange counties are those
with physical programming
Blue counties are those with
21 earned media programming
23. LESSONS LEARNED
• There is an infinite amount of good information,
ideas, organizations, programs, focus areas, and
contacts working on financial literacy. How will your
organization stand out?
• Elected officials will only do programming in areas
that they “own” or in areas that the owner lets you
get involved.
• Realize that different projects will attract different
types of “street credibility” for elected officials.
23
24. Impact =
Attention
•Student Debt
number of •Schools Tour Initiative •Foreclosure
residents Prevention Project
helped by the
project •Workplace •Bank on NC •Institute for Minority
financial literacy work
•Your Money Bus Economic Development
Attention = Tour
•EITC Carolinas
•EITC/VITA
press coverage Promotion •N.C. Housing Finance
and street The quadrant Agency
usually Impact, Attention, Cost Impact, Attention, Cost •Council on
credibility reserved for Economic
elected officials Outreach Programming Education
Cost = direct Impact/Cost
funding and Advocacy Research
human capital Impact, Attention, Cost Impact, Attention, Cost
•Future of Retirement
•Camp Challenge Study Commission
•Economics Educator of •Action for Children
the Year •UNC Center for
•N.C. Assets Alliance •CFED Community Capital
•Board participation •IDA and Asset‐Building
•Jump$tart Coalition Collaborative
Black dots are external organizations and
Blue dots are DST projects
24 projects that should serve as examples
25. Thought Leadership
Agencies and Policy
State-wide media
Politicos (ITB)
Advocates
Internal
25
26. NEXT STEPS FOR FINANCIAL LITERACY
PROGRAMMING WITH ELECTED OFFICIALS
26
27. INITIAL QUESTIONS
• What are the “hot topics” for your area?
– Are unemployment and foreclosures climbing?
– Are there underutilized programs?
– What’s in the news?
• Who are potential champions for your cause?
– City Councilors
– State legislators
– State-wide elected officials
• What institutions can you partner with?
• How can you ensure a crowd?
27
28. WAYS TO MAKE YOUR ORGANIZATION STAND OUT
• Show what’s in it for them
– Quantify your work
– Guarantee a crowd
– Show appreciation
– Leverage the press
• Make it easy for them
– Give plenty of lead time
– Understand scheduling complexities
– Draft collateral materials
– Provide clear directions and instructions
• Build relationships with staff
• Understand budgetary restrictions and be savvy
– Discovery
– Cultivation
– Solictation
– Stewardship
28
29. CONCRETE SUGGESTIONS FOR 2012
• Identify at least 5 elected officials who can help
• Invite elected officials to get to know your
organization
– Tours of your facilities
– Speaking at events
– Meeting your successful clients
• Honor an elected official with an award for
excellence in your focus area
• Ask an elected official or one of their staff
members to join your board
• Create a government affairs committee on your
29 staff or board to manage outreach
30. Derwin Dubose
Constituent Outreach and Assistant Policy Director
Office of the Lieutenant Governor
310 North Blount Street
Raleigh, NC 27601
derwin.dubose@nc.gov
30