2018
Washington State
Nonprofit Conference Changing Perspectives May 16, 2018 Meydenbauer Center, Bellevue, Washington
Thank You to our Sponsors
Scholarship Sponsors Scholarships are an important tradition at the Washington State Nonprofit Conference. Our sponsors understand that many nonprofit staff and board members would like to attend the conference but cannot due to financial constraints. Scholarships provide the cost of admission for people from across the state to attend and ensure that the conversations at the conference are vibrant and represent our state’s tremendous diversity.
Thanks to these sponsors, we were able to give scholarships to a diverse array of nonprofits leaders from across the state. Statewide Capacity Collaborative
Seattle Foundation
Office of the Secretary of State
Strategic Research Associates
Campion Foundation
Thanks also to our scholarship partners for helping us reach scholarship recipients in their networks!
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Nonprofit Assistance Center
Rainier Valley Corps
Latino Community Fund
Wayfind
Potlatch Fund
Neighbor to Neighbor
24th Annual Washington State Nonprofit Conference
Thank you for joining us for the 2018 Washington State Nonprofit Conference. Today is for us to consider changing perspectives: in ourselves, our organizations, and our community. The learning arc for the conference begins with us—how we create a culture of care within our organizations and our communities. Then we move on to interactive, exciting workshops. The lunch plenary then investigates how the models of nonprofit management are, and are not, working, introducing you to new ways our sector is sharing leadership and building stronger equity frameworks. We have two curated tracks, the technology track and the leadership track, created by social sector leaders, just like you wanting to share the more innovative, intriguing, and imaginative projects happening in our state. We hope you are energized by your time with us today. We are grateful for the work you do every day in our communities and know our state is better with you in it.
Presented By
Washington Nonprofits
501 Commons
Seattle University Master of Nonprofit Leadership Program
Nancy Bell Evans Center on Nonprofits & Philanthropy
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Agenda 7:00–8:00 am
Registration & Breakfast
7:00–3:30 pm
Exhibitors are Open
8:00–9:00 am
Opening Plenary Session
9:15–10:30 am
Session #1 - Workshops
10:45–11:30 am
Session #2 - Table Talks
11:45–1:15 pm
Lunch Plenary Session
1:15–2:00 pm
Exhibitors/Networking
2:00–3:15 pm
Session #3 - Workshops
3:30–4:45 pm
Session #4 - Workshops
4:45–5:00 pm
Coffee in the Lobby
WIRELESS ACCESS
Network name: WSNC Password: WSNC2018
No Solicitation The Washington State Nonprofit Conference seeks to bring together the leadership of the entire charitable community. To maintain the spirit of this unique meeting ground – where leaders from grant making organizations and leaders from grant seeking organizations can come together as peers – we ask that you respect the no solicitation rule. Please feel free to network, talk about your organizations and follow up when you return to your office. However, we request that during today’s conference you do not bring proposals or ask funders if they will fund your organization. Funders should encourage leaders to talk about their programs, invite people to follow up with them after the conference and politely remind others about this rule should they be faced with a direct request.
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24th Annual Washington State Nonprofit Conference
Opening Plenary (Main Hall)
8:00–9:00 am
The Happy Healthy Nonprofit: Linking Self-Care and Well-being to Impact Beth Kanter
We work hard every day with limited resources. Without selfcare and organizations that are committed to well-being in the workplace, the risk of burnout is high. It is important to treat self-care and well-being as an organizational strategy and cultural norm. Beth will share the latest thinking on well-being in the nonprofit workplace. Going beyond a narrow focus on physical health and wellness, she will share examples and insights from nonprofits that have created and implemented a culture of well-being and show how these organizations get better results for the communities they serve. Start the day by learning how you can transform a toxic workplace into a happy, healthy place to work. Beth Kanter is an internationally recognized thought leader in networks, social media, philanthropy, well-being in the workplace, and training. Beth has over 35 years working in the nonprofit sector in capacity building and has facilitated trainings for thousands of social change activists and nonprofits on every continent in the world. She is an in-demand keynote speaker and workshop leader. Named one of the most influential women in technology by Fast Company and on BusinessWeek’s “Voices of Innovation for Social Media,” Beth was Visiting Scholar at the David and Lucile Packard Foundation 20092013. She author of the award-winning Networked Nonprofit Books and The Happy Healthy Nonprofit: Strategies for Impact without Burnout (http://bit.ly/happyhealthynpbook) published by J.Wiley.
Sponsored by:
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Lunch Plenary (Main Hall) Changing Times, Changing Organizations
11:45–1:15 pm
Panel Discussion Is the traditional model of nonprofit governance and management working? What new models would help us adapt to current conditions and foster greater innovation and collaboration? How can we mainstream fiscal sponsorship, hybrid organizations, social enterprise, shared leadership or other organizational or funding forms to get the work done that our communities most need. Changing times invite us to explore our assumptions, institutions, systems, and culture. Join us for the conversation led by Sean Thomas-Breitfeld.
Moderator Sean Thomas-Breitfeld co-directs the Building Movement Project, which supports –
and pushes – U.S. nonprofits to engage in progressive social change. In his previous roles, Sean worked at the Center for Community Change developing training programs for grassroots leaders, coordinating online and grassroots advocacy efforts, and lobbying on a range of issues, including immigration reform, transportation equity and anti-poverty programs. Sean also worked as a Policy Analyst at the National Council of La Raza (now UnidosUS). Sean holds a MPA from NYU’s Wagner School of Public Service where he currently teaches, and a Bachelors of Social Work from St. Olaf College in Minnesota.
Panelists Vu Le is the Executive Director of Rainier Valley Corps, a nonprofit
in Seattle that promotes social justice by developing leaders of color, strengthening organizations led by communities of color, and fostering collaboration between diverse communities. He writes the blog nonprofitAF.com.
Meagan Darrow serves as the co-leader of TOGETHER! a nonprofit
dedicated to the health, safety and success of kids in the south sound. Meagan currently oversees TOGETHER!’s school-based prevention work including work to eliminate the opportunity gap in Tumwater and Yelm, WA, as well as 21st Century Community Learning Center work in North Thurston/Lacey and more.
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24th Annual Washington State Nonprofit Conference
Engaging the Experts Got a Nonprofit Question?
Visit the Nonprofit Q&A Center
The Nonprofit Question & Answer Center is a place to ask questions, explore challenges, and find resources and referrals. Nonprofit specialists will be available before and after sessions for guidance in areas such as: • • •
Finance Fundraising Human Resources & Leadership Development
• • •
Legal Management Consulting Technology
On-hand specialists look forward to conversations about issues facing your organization and opportunities to address them. Stop by Main Hall to ask, talk, share, and learn! Brought to you by 501Commons, Northwest Nonprofit Resources, Washington Nonprofits, and Wayfind
Washington Nonprofits
Washington Nonprofits Tools Table There is a lot your board needs to know. Luckily there are well-tested tools to help them learn! Stop by the Nonprofit Tools Table to pick up toolkits and resources related to boards, finance, law, and planning. Talk with experts on how to best bring these tools into the life of your organization. Join us for a board game, play full-body finance BINGO, or simply spin the SPiN (strategic planning in nonprofits) wheel. Sponsored by Jacobson Jarvis & Co PLLC.
The Doctor is In Washington Nonprofits has many business members who consult with or offer services to nonprofits, and support our mission of “helping nonprofits get what they need to succeed.” Many of these folks come to the conference as exhibitors, and we encourage you to take advantage of the opportunity to learn more about their offerings. In addition, this year, we have added an informal opportunity to learn more from these experts through short consultations at our “The Doctor is In” tables. As listed on page 20, consultants and service providers will be on hand to answer your questions and share information in the topic area listed.
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Session Listings Tracks:
8:00 am – 9:00 am
Session 1
CULTURE
LEADERSHIP
EQUITY and INCLUSION
Details on Page 14
Details on Page 15
Details on Page 16
WELCOME + KEYNOTE “The Happy Healthy Nonprofit: Linking Self-Care and Well-being to Impact” w/ Beth Kanter
Building a HighPerformance Culture
Values Driven Leadership: Walking the Talk
9:15 am – 10:30 am ROOM 401/402
Session 2 10:45 am – 11:30 am
ROOM 403
Table Talks
Table Talks
Leadership, Technology
Equity & Inclusion,
Advocacy & Civic Engagement, Board Effectiveness
Health & Wellness
ROOM 404
11:45 am – 1:15 pm
LUNCHTIME PANEL: Changing Times, Changing Organizations
1:15 pm – 2:00 pm
Exhibitor Exploration + Nonprofit Q&A Visits + Networking
2:00 pm – 3:15 pm
Race to Lead: Confronting the Nonprofit Racial Leadership Gap
Expanding Your Donor Community: Using an Equity Lens to Invite More to Give
ROOM 401/402
Session 4 3:30 pm – 4:45 pm
Reinventing Nonprofit Work from the Inside/ Out
ROOM 403
Your Employees Are Only As Good As Your Leaders
ROOM 401/402 8
ROOM 404
Table Talks
MAIN HALL, 1st Floor
Session 3
Advancing Organizational - and Community - Equity Through the Employee Life Cycle
24th Annual Washington State Nonprofit Conference
ROOM 403
ROOM 405
Youth Leading the Movement
ROOM 404
Equity, Creativity, and Board Engagement: A Panel Discussion with Arts Corps ROOM 404
COMMUNITY BUILDING
TECHNOLOGY
PHILANTHROPY
Details on Page 17
Details on Page 18
Details on Page 19
Lift Your Voice: Getting Started with Advocacy, Lobbying, and Civic Engagement ROOM 405
Choosing the Right Digital Strategy
ROOM 406
Is My Organization a Good Fit: Questions You Always Wanted to Ask a Funder, But Didn’t Think You Could! ROOM 407/408
Table Talks Fundraising & Finance, Strategy & Planning
ROOM 406
Census Jeopardy! What Non-Profits Need to Know BEFORE 2020 ROOM 405
The Delta Model: How People, Place, Practice, and Power Come Together ROOM 405
Doing More with Less. Technology Is Your Marketing Friend ROOM 406
Deciding with Data: Measuring the Impact of Your Digital Strategy ROOM 406
Making Your Case Work
ROOM 407/408
Why Most Nonprofits Fall Short of Their Goals and What You Can Do About It ROOM 407/408
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Table Talks
10:45–11:30 am
A popular feature of the conference, Table Talks give you time to talk with your peers about a topic of your choice. During Session #2 from 10:45–11:30 am, please find a table with the topic you are most interested in discussing. These topics were chosen from those suggested by attendees during registration. Facilitators will help guide the discussions. The goal is simply to learn from your peers, meet new people interested in the same things, and come away with a better understanding of the topic.
Leadership
Main Hall 1st Floor
Technology
TOPICS:
TOPICS:
Building a learning organization
Building a strong website
Managing hard staff
Cyber-security
Managing through change
Technology challenges
Mentoring
Social media
Small nonprofits
Using Salesforce
Main Hall 1st Floor
Succession planning Collaboration Shared leadership
Equity & Inclusion
ED Forum Engaging Millennials
Room 404
TOPICS: Aging, ageism and nonprofits
Health & Wellness
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Room 404
Equity in fundraising Equity in volunteer programs LGBTQ Competency
TOPICS:
POC/immigrant led community based orgs
Avoiding burnout
Equity in hiring
Stress management
#MeToo in Nonprofits
24th Annual Washington State Nonprofit Conference
Board Effectiveness
Room 405
Room 405 Advocacy & Civic Engagement
TOPICS:
TOPICS:
Board training and development
Improving civic engagement
Board engagement in public policy
How to listen to communities
Boards and fundraising
Planning for advocacy
Board recruitment
Working through challenging political times Working with young people
Strategy & Planning
Room 406
Fundraising & Finance
Room 406
TOPICS:
TOPICS:
Data to drive decisions
Budgeting
How to work with a consultant
Donor relations
Program development
Fundraising: New trends & strategies
Strategic planning
Fundraising: What works
Defining success
Grantwriting
Mission statement writing
Risk management
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Booth #
Exhibitor
Category
1
Compass-360 Association
Education
2
The Resource Group
Financial/Technology
3
Numtra
Data/Technology
4
HomeStreet Bank
Financial
5
Masters of Nonprofit Leadership - Seattle University
Education
6
Stand for Your Mission
Advocacy
7
CliftonLarsonAllen
Accounting
8
Verizon
Technology
9
Interplay IT
Technology
10
UW Evans School of Public Policy & Governance
Education
11
Non Profit Insurance Program (NPIP)
Insurance
12
Columbia Bank
Financial
13
Washington Secretary of State - Corporations and Charities
State Gov.
14
Bader Martin, PS
Accounting
15
Network Technology Services, Inc.
Technology
16
The Partners Group
Insurance
17
Watson & McDonell, PLLC
Accounting
18
Washington Nonprofits Tool Table and Jacobson Jarvis & Co PLLC
Advocacy
19
B-Bam!
Marketing/Supplies
20
501 Commons
Education
21
Interconnection
Technology
22
David Owen Hastings Design
Marketing
23
Cougar Mountain Software
Technology
24
TriNet
Human Resources
25
Wayfind
Legal
26
Access To Justice Board, Washington State Bar Association
Legal
27
Parker, Smith & Feek
Insurance
28
Campbell & Company
Strategy/Fundraising
29
Warm Beach Camp & Conference Center
Events
30
Washington State Housing Finance Commission
State Gov.
31
Well Done Events
Events
32
Lagunitas Brewing Company
Events
33
UW Tacoma Professional Development Center
Education
34
Nonprofit & Philanthropy Resource Center - King County Library System
Education
35
First Sound Bank
Financial
36
Professional and Continuing Education - University of Washington
Education
37
Mindlink Resources, LLC
Translation/Editing
38
Alliance of Nonprofits for Insurance (ANI)
Insurance
39
RoundGlass rise
Technology
40
Background Investigations
Legal
41
Heritage Bank
Financial
42
Puget Sound Car Wash Association
Advocacy
43
Gorilla Give
Fundraising/Technology
44
1st Security Bank of Washington
Financial
45
Volunteer Administrators Network
Leadership
46
AFP Advancement Northwest
Fundraising
47
Strategic Research Associates
Research
48
Beneficial State Bank
Finance
49
Human Resources and Management Solutions
Human Resources
Map of Main Hall Headline
Table Talks
R
R
13 14 15
12
8
E
E
E E V V
V
45/46 47/48
11
38
9
E
10
7
E
E
33
34
35
36/37
27
28
29
30
31/32
21
22
23
24
25/26
6
3
16 4
2
49
39/40 41/42 43/44
5
17
“Doctor is In”
18
1 Books
19 20
Registration
Nonprofit Q&A Center
Washington Nonprofits Lounge
elevator elevator
Volunteer area
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Culture
Room 401/402
This track will explore how you can build a successful organizational culture that welcomes staff and is highly productive. Turn your organization in a new, positive direction by increasing diversity, practicing self-care, and creating an environment that attracts and retains great staff.
Building a High-Performance Culture Session #1: 9:15 – 10:30 am Presenters: Diana Welch, Human Resources & Management Solutions
High-performance organizations don’t take culture for granted. They plan, monitor and manage their culture so it remains aligned with what they want to achieve. Many organizations struggle to set cultural goals, to invest in management training, and to ensure that employees have heard and believe the message. In this session, we’ll discuss what preferred behaviors you want to create for your culture, how you want to treat employees, how to determine what employees really want, and how to detect what’s causing them to disengage and leave. Learn strategies to build or strengthen a high-performance culture. How do you want to treat employees?
Race to Lead: Confronting the Nonprofit Racial Leadership Gap Session #3: 2:00 – 3:15 pm Presenter: Sean Thomas-Breitfeld, Building Movement Project
The nonprofit sector is experiencing a racial leadership gap. Studies show the percentage of people of color in the executive director/CEO role has remained under 20% for the last 15 years, even as the country has become more diverse. 4,000 respondents took the Nonprofits, Leadership, and
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24th Annual Washington State Nonprofit Conference
Race Survey a few years ago, giving us a unique view into what people think and experience related to leadership and race. Sean will share common assumptions and offer a new narrative aimed at increasing the number of people of color leaders. Uncover the assumptions you make. Define some actions you can take to confront the racial leadership gap in your community.
Reinventing Nonprofit Work from the Inside/Out Session #4: 3:30 – 4:45 pm Presenter: Beth Kanter, Author of The Happy, Healthy Nonprofit
This “mini innovation lab” will be an opportunity for you to do some hands-on practice designing and facilitating approaches to shift the culture at your nonprofit. The session will take a deep dive into culture change frameworks and leadership support required for creating and sustaining a culture of well-being in the nonprofit workplace. You will design ways to incorporate these processes into your workplaces, including how to start the conversation and processes that engage staff around self-care as organizational initiative; how to avoid collaborative overload and bring mindfulness into the workplace; and how to design and plan a walking meeting.
Leadership
Room 403
Effective leadership is the cornerstone of impact and influence. This track, curated by Seattle University’s Nonprofit Leadership Program, is for upper management or executives looking to be inspired by new ways of leading, managing, and cultivating your colleagues to build a better, stronger organization. With specific tie-ins to human resources, fundraising, and building organization values, this track is perfect for someone looking to build their leadership skills in our sector.
Values Driven Leadership: Walking the Talk Session #1: 9:15 – 10:30 am Presenters: Noreen Elbert, Seattle University, and Emily Highleyman, Wild Whatcom
As nonprofit leaders, we are bombarded with challenges. How you navigate obstacles, ethical dilemmas, and opportunities says a lot about who you are as a leader. It sets the tone for your organization and the staff and volunteers working with you. This workshop will help you explore your personal values and provide tools to help you walk your talk. You will walk away with new strategies for aligning organizational values with actions.
Expanding Your Donor Community: Using an Equity Lens to Invite More to Give Session #3: 2:00 – 3:15 pm Presenters: Maureen Emerson Feit and Elizabeth Dale, Seattle University
Fundraising is hard. We take shortcuts by making assumptions about who gives to our causes. Are these assumptions correct? Are we living our values when we limit whom we invite into our community? During this session, we’ll unpack assumptions about who donates. We’ll explore how to align
your organization’s values with your fundraising practice. Be prepared for a dynamic, participantled discussion that will challenge you to rethink your approach to fundraising. Be ready to infuse an accessible and inclusive culture of philanthropy in your organization.
Your Employees Are Only As Good As Your Leaders Session #4: 3:30 – 4:45 pm Presenter: Gayle A. Johnson, Evolve Coaching Seattle
The top down approach no longer works in managing employees. Leading and managing is now all about building trusting relationships with employees. Leaders often have to act as change agents. If you are aware of how others will react emotionally to changes, you can anticipate this reaction and plan appropriate ways to introduce and carry out the change. This workshop will provide an interactive approach to developing the five Emotional Intelligence skills necessary for a leader/manager to be effective at maximizing their employees’ effectiveness. Learn how emotionally Intelligent leaders can leverage emotions for the good of the organization.
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Equity and Inclusion
Room 404
How do we build equity and share leadership? Interrupt patterns of exclusion by learning how to include more voices and lifting up perspectives of those most affected by the issues you care about. Delve into issues such as institutionalized racism, equity assessments, and building youth leadership in our track specifically geared towards equity and inclusion.
Advancing Organizational – and Community – Equity Through the Employee Life Cycle Session #1: 9:15 – 10:30 am Presenters: Kari Dasher, The Ostara Group, and Irwin Batara, Lakay Batara, LLC
To move the needle on diversity, equity, inclusion, and access (DEIA), we recommend an approach that encompasses internal culture building, training, and modeling to align understanding and language, and developing strong community partnerships, all within the context set by institutionalized racism. It is only through this internal work that organizations can hope to effect change on behalf of the clients and communities they exist to serve. Throughout this workshop we will explore how to ensure buy-in and operationalization of DEIA within your organization. You will also learn how to advance equity by investing in your most important resource: people.
Youth Leading the Movement Session #3: 2:00 – 3:15 pm Presenters: Jose Vasquez, Cindy Pulido, Merivet Lombera, and Carlos Rojo, Latino Community Fund
For a decade, Latino Community Fund of Washington State (LCF) has been investing in the Latino community through leadership development, advocacy, and building the capacity of community leaders. Central to this work has been the Alianza
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24th Annual Washington State Nonprofit Conference
Youth Leadership Network, a network of youth, ages 16-25. Come learn how to center the voices of youth in building a movement and to integrate youth voices in all parts of your organization. This workshop will include a panel of 3-4 Latino youth talking about their experiences as community leaders.
Equity, Creativity, and Board Engagement: A Panel Discussion with Arts Corps Session #4: 3:30 – 4:45 pm Presenter: Sara Lawson, Tanisha Brandon-Felder, James Miles, and Carlynn Newhouse, Arts Corps
We believe that creating art can be a personal act of liberation. When done collectively, it can transform schools, neighborhoods, and beyond. Instead of seeing racial justice as a separate issue, Arts Corps recognizes how a lens of racial justice needs to be applied in all areas of our work, including curriculum development, assessment, fundraising, classroom management, and hiring processes. Join us for a moderated conversation, as we board members share ideas on what’s been working, what’s been challenging, and why our shared commitment to racial equity and social justice makes board work so meaningful and engaging.
Community Building
Room 405
We are stronger together, but how does that really work? This track will lead you through three ways of building your community, first with advocacy, then taking a deep dive into the census, and finishing up with an investigation into how capacity building looks for communities of color. These three diverse sessions will give you an overview of how we can lift our community’s voices and ensure all are heard.
Lift Your Voice: Getting Started with Advocacy, Lobbying, and Civic Engagement Session #1: 9:15 – 10:30 am Presenters: Tony Ramsey, Karr Tuttle Campbell, and David Streeter, Washington Nonprofits
Nonprofit organizations exist to improve our communities, yet too many groups shy away from engaging with our leaders on the public policies that directly impact the communities we love. This workshop will provide clarity on misconceptions about the rules of engagement and address confusion about how, when, and where to get started. You will gain important tools to use to engage with public officials. You will learn the actual rules governing advocacy and lobbying, tips for how to get started with this important work, and strategies and tactics for conducting effective advocacy and lobbying activities that support your missions.
Census Jeopardy! What Nonprofits Need to Know BEFORE 2020 Session #3: 2:00 – 3:15 pm Presenters: Heather Villanueva and Gabriela Quintana, More Equitable Democracy
underfunded, is at risk for mismanagement, and could result in a massive undercount of immigrants, communities of color, LGBTQ individuals, and people in rural areas. Join this hands-on workshop covering the basics of the upcoming Census and its impact on racial equity. Learn how your nonprofit can play a role in making sure our communities are counted.
The Delta Model: How People, Place, Practice, and Power Come Together Session #4: 3:30 – 4:45 pm Presenter: Sarah Tran, Nonprofit Assistance Center, Peter Bloch-Garcia, Latino Community Fund, and Andrea Caupain Sanderson, Byrd Barr Place
The Delta Model is a community collaboration of capacity building and community organizations serving communities of color and led by people of color. We will lift up Delta Model components of building and balancing power for communities of color through capacity building. We will discuss the history of the Delta Model, share community research on capacity building by and for communities of color, and explain the resulting framework of the Delta Model. We will explore how power affects all aspects of capacity building and do a collective power analysis.
Come be a contestant at Census Jeopardy! A full Census count is critical to the communities we serve, both in terms of an equitable share of federal funding and for access to a truly representative government. Census 2020, however, is woefully
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Technology
Room 406
This track is for people who want to get back to their desks tomorrow with better and faster ways of using technology. This track, curated by Nam-ho Park of Plain Strategies, brings you through a learning journey focused on digital strategy, with connections to online marketing and measuring outcomes through data.
Choosing the Right Digital Strategy Session #1: 9:15 – 10:30 am
Deciding with Data: Measuring the Impact of Your Digital Strategy
Presenter: Nam-ho Park, PLAIN Strategies, Tim
Session #4: 3:30 – 4:45 pm
O’Connor, Cascade Bicycle Club, and Heather Griswold,
Presenters: Anna Marshall, AdoptUSKids, Loren
Substantial
Drummond, Washington Trails Association, and Teresa
Technology is often perceived as a silver bullet, but ends up being complicated, confusing and more work. How do you choose the right tools? How do you work with technology and vendors? How do you prioritize your technology projects? Bring your own problem and work through steps in defining constraints, realistic goals and guiding principles that will help decision-making around your digital strategy. Walk away with an actionable plan to identify the outcomes that align with your mission.
Gillian, Resource Media
Doing More with Less. Technology Is Your Marketing Friend Session #3: 2:00 – 3:15 pm Presenter: Kathleen Lendvay, Splash, Julie Pham, WTIA and Lacie West, The Service Board
Are you a small, ambitious nonprofit with lots of programs but little marketing budget? Are you struggling to figure out what your marketing priorities are and what will be the highest return on your investment of time? In this session, we’ll share costeffective ways of promoting your nonprofit’s work, by harnessing the power of technology.
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24th Annual Washington State Nonprofit Conference
Is what you are doing working? How do you know? In this session, you will learn how to track the impact of your digital strategy and use the data to decide what to do next. We’ll use case studies and exercises to cover defining objectives, choosing indicators of success, collecting data, and visually communicating results.
Philanthropy
Room 407/408
We all want to raise more money, and we are using the same resources to do it. This track will strengthen your ability to get resources for your mission. Come ready with examples from your own organization and be ready to challenge your assumptions about strategy, fundraising, philanthropy, and persuasion!
Is My Organization a Good Fit: Questions You Always Wanted to Ask a Funder Session #1: 9:15 – 10:30 am Presenter: Gunner Scott, Pride Foundation, Jessica Case, Medina Foundation, and Kim Vu, Bank of America
Let’s demystify the funder/grant seeker relationship. Let’s talk about what is frustrating about funders’ grant applications and processes and what funders wish grant seekers would say (or not say) in applications. We will discuss specific questions to ask and what information to share with potential funders. Hear from three grant makers on ideas and examples of building relationships with foundations. Explore how to open up a dialog and get to know a funder/organization, how to determine important organizational measurements, what funders are looking for in new grantees, and how to build a longterm relationship with funders.
Making Your Case Work Session #3: 2:00 – 3:15 pm
settings, how to create and update a living document that allows a case to evolve as your organization does, and how to use materials as effective tools to support conversations. Learn strategies to make a case really work for your organizations, regardless of size or sector, from annual fundraising to campaigns.
Why Most Nonprofits Fall Short of Their Goals and What You Can Do about It Session #4: 3:30 – 4:45 pm Presenters: Jim Shapiro, The Better Fundraising Co
Find a better way to do more good. You desire organizational and missional growth, but don’t have a clear roadmap how to get there. Well, now you do. Let me guide you through a process of evaluating your current situation, defining your growth targets and motivating your team to move in the direction in order to achieve your goals. Learn how to align the work of your board with the work of your staff and volunteers. Discover the clarity you are looking for by organizing your plan into the 3 key areas that matter most: Strategy, Leadership and Funding.
Presenter: Anna Goren, Campbell & Company
Every organization needs a compelling case to build a base of support and inspire transformational giving. Identify some of the biggest challenges organizations face in creating and actually using a case for support. Discuss what it means to have one cohesive case that works for different audiences and
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The Doctor Is In Washington Nonprofits’ business members are here to offer their expertise on a range of topics today. Visit our expert’s corner in the main hall according to the schedule below, and stop by to learn about last minute additions to the schedule.
Time
Consultant
Title
9:00am - 9:30am
Mike Wilson
Strategic Planning
9:30am - 10:00am
Kimberly Bernier
Strategic Planning: Readiness, Tool, and Tips
10:00am - 10:30am
Margaret Meps Schulte
Let's Get Visual!
Susan Burgess
Nonprofit Lifecycles
Jim Shapiro
Fundraising Questions
Anne Marie MacPherson
Fundraising Including Campaigns
Randy Brinson
Succession Planning
David Owen Hastings
Mini Brand Assessment
Mark Root-Wiley
WordPress & Nonprofit Websites
Kevin Klingbeil
Data Collection and Data-Driven Management Strategies
Carolyn Cohen
Real-Time Learning: Evaluation Meets Strategic Decision Making
Kari Dasher
Fundraising (including campaigns), Interim Leadership, Succession Planning/Strategy, and Board Development and Governance
Matt Ward-Steinman
Getting Started with Data and Data Science
Linda Hall
Organizational Transitions, Interim Leadership, Executive Search, and Governance
1:30pm - 2:00pm
2:00pm - 2:30pm
2:30pm - 3:00pm
3:00pm - 3:30pm 3:30pm - 4:00pm 4:00pm - 4:30pm
Freshen Up Your Look! Our conference photographer, Andy McIntyre, will be available in the afternoon to take free professional head shots for conference attendees. A limited number of slots will be offered on a first come, first served basis—sign up in the morning at our book sales table in the lobby. You will receive your photos digitally within a month after the conference.
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24th Annual Washington State Nonprofit Conference
Moving from Reflection to Action Session 1: Name one take away: What one action will you take? Who will help you or play a role in this action? What do you need to share with your team when you get back to the office?
Session 2 – Table Talks: Name one take away: What one action will you take? Who will help you or play a role in this action? What do you need to share with your team when you get back to the office?
Session 3: Name one take away: What one action will you take? Who will help you or play a role in this action? What do you need to share with your team when you get back to the office?
Session 4: Name one take away: What one action will you take? Who will help you or play a role in this action? What do you need to share with your team when you get back to the office?
Interact on Twitter: #WSNConf
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Washington Nonprofits
You are making sure your community is strong and healthy. Who has your back? Washington Nonprofits makes sure you have what you need to succeed. We are the state association for all nonprofits in Washington.
Learning opportunities include: • • • •
Workshops across Washington Webinars Conference Calls Conferences
Benefits extend to board, staff, and key volunteers: • • • • •
Expand your knowledge Connect with other nonprofits Influence public policy Stay on top of trends Save money on products and services
Four reasons to join:
LEARN
INFLUENCE
SAVE
CONNECT
You will be better prepared to achieve your mission by participating in our high quality, action-focused learning events, many of which are free. Learn about effective boards, finance, nonprofit law, advocacy, and fundraising with us and colleagues across the state.
Your voice will be amplified when you join a community of nonprofits lifting our shared voice to strengthen our sector. You’ll have a place at the table as we advocate for better public policy, including a supportive environment for nonprofits.
Members receive discounts on goods and services ranging from copies to website design to donor databases. Visit our website for details.
Our members are part of the National Council of Nonprofits, the nation’s largest nonprofit network. They regularly attend local Nonprofit Network meetings.
Become a member today! Join online at: washingtonnonprofits.org For more information, please call or write: (855) 299-2922, membership@washingtonnonprofits.org 22
Thank You This conference would not have been possible without the support of many individuals who provided advice and volunteered their time. We appreciate the help from many students, room hosts, and other volunteers who contributed to this day. Special thanks to Nell Brewer, conference coordination intern, and Abby Crossen, Sound Planning. Thanks to Tilth Alliance for bringing a beautiful bit of the outside in by donating our table centerpieces.
Washington Nonprofits – Staff We work on your behalf every day. Please let us know how we can help! Laura Pierce, Executive Director, laura@washingtonnonprofits.org Nancy Bacon, Director of Learning & Engagement, nancy@washingtonnonprofits.org David Streeter, Director of Public Policy & Advocacy, david@washingtonnonprofits.org Tom Lang, Learning Manager, tom@washingtonnonprofits.org JoAnn Crabtree, Data Manager, data@washingtonnonprofits.org Julia Hunter, Membership & Administrative Coordinator, julia@washingtonnonprofitsf.org Marisol Morales, Learning Coordinator, marisol@washingtonnonprofits.org Phone: 855-299-2922 www.washingtonnonprofits.org
Washington Nonprofits Board Thanks to these leaders for their vision and commitment to strengthening Washington’s nonprofit sector. Lawson Knight, Walla Walla (President) Terrie Ashby-Scott, Washington State Opportunity Scholarship, Spokane (Vice President) Sandy Gill, Northwest Nonprofit Resources, Spokane (Treasurer) Sheri Emerson, Opportunity Council, Bellingham (Secretary) Judy Andrews, Apex Law Group, Seattle Laura Armstrong, La Casa Hogar, Yakima Tina Flores-McCleese, Clarity, Port Townsend Marty Kooistra, Housing Development Consortium of King County, Seattle Erick Seelbach, Pierce County AIDS Foundation, Tacoma Rhona Sen Hoss, Vancouver Trudy Soucoup, Homes First, Lacey Nancy Yamamoto, City of Seattle, Seattle
Interact on Twitter: #WSNConf
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Your Opinion Matters At Washington Nonprofits, everything we do is for our members. That's why your feedback is critical to our mission and our community. After the conference, please take a few minutes to fill out the post-conference survey and let us know your thoughts. As part of our commitment to keeping this conference green, our survey is completely online. Just take a photo of the QR code below with your phone and wait for a few moments. A link should pop up directing you to the survey.
If that didn't work, head right to the survey using the URL: www.surveymonkey.com/r/WSNC2018