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Thursday, October 22, 2015 | Spokane Convention Center
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Inland Northwest Conference for the Greater Good
Thank You to Our Generous Sponsors
These scholarship sponsors supported the attendance of 50 people here today.
Thank You to Our Partners
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5th Annual Inland Northwest Conference for the Greater Good
Agenda 7:00-8:00 am
Registration and networking
8:00-9:15 am
Welcome by David Condon, Mayor of Spokane, and morning keynote address by Deanna Davis, PhD
9:15-9:30 am
Networking, exhibitors, and travel time
9:30-10:45 am
Workshop Session #1
10:45-11:00 am
Networking, exhibitors, and travel time
11:00-12:00 pm
Workshop Session #2 - Open Space Conversations
12:00-1:15 pm
Lunch and Panel Discussion
1:15-1:30 pm
Networking, exhibitors, and travel time
1:30-2:45 pm
Workshop Session #3
2:45-3:00 pm
Networking, exhibitors, and travel time
3:00-4:15 pm
Workshop Session #4
4:15-4:30 pm
Closing and raffle drawing
WIRELESS INTERNET IS FREE - NO PASSWORD REQUIRED #greatergood #inwconf @WaNonprofits
5th Annual Inland Northwest Conference for the Greater Good 3
Lower Level Map
Upper Level Map
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5th Annual Inland Northwest Conference for the Greater Good
Exhibitors Company
Booth
Company
Booth
Washington Nonprofits
1
STCU
11
Nonprofit Spokane Radio Show & GrantsMagic
2
KH Consulting
12
INW Community Foundation
3
Donor Search
13
CliftonLarsonAllen
4
My Custom Event
14
Non-Profit Insurance Program
5
Red Lion Hotel at the Park
15
Office of the Secretary of State
6
Better Health Together
16
Wayfind
7
Spokane Convention Center
17
Volunteer Centers of WA
8
InCite! Consulting Group
18
Spokane County United Way
9
501 Commons
19
10
The Fig Tree
20
City of Spokane
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5th Annual Inland Northwest Conference for the Greater Good 5
Session Listings Session 1 9:30-10:45 am
Thrive on Volunteer Engagement – Move Your Nonprofit to the Next Level Barbara Bush
Leadership is a Contact Sport! Kari Anderson Room: 401C
Room: 401AB
Details on Page 10
Details on Page 10
Session 2 11:00-12:00 pm
Open Space Conversations: · · · ·
Evaluating for quality and impact Building strong partnerships Takings orgs to the next level HR: How to find and keep staff and volunteers
Open Space Conversations: · · · ·
Strategic planning Creating the right board structure Succession planning Getting boards involved in policy
Room: 401C
Room: 401AB
Details on Page 8
Details on Page 8
Session 3 1:30-2:45 pm
The Future of UniversityCommunity Partnerships: How Anchor Institutions are Emerging as New Partners Ross Brooke Watts, PhD & Molly Ayers Room: 401AB
Telling Your Story Today – How do you take years of research, experience and progress and explain it in 140 characters, 30 seconds, or a picture? Kirstin Davis
Details on Page 10
Session 4 3:00-4:15 pm
TRACKS 6
Room: 401C Details on Page 10
Finance Unlocked for Nonprofits (FUN)
Performance for Nonprofits: Data to Back Your Story
Nancy Bacon & Brian Shull
Stacy Wenzl Room: 401AB
Room: 401C
Details on Page 11
Details on Page 11
Strong Nonprofits Working Together
5th Annual Inland Northwest Conference for the Greater Good
Session Listings Tools for Nonprofits at Your Public Library Mark Pond
Transform from Survive to Thrive: Operating Reserves – Prepare for the Next Rainy Day Tammy Erickson & Emina Cresswell, plus panel
Room: 402A Details on Page 10
Room: 402C Details on Page 10
Details on Page 10
Open Space Conversations:
· Diversifying funding
· Challenges of rural nonprofits
· Avoiding burnout · CEO roundtable · Engaging hard to reach communities
Open Space Conversations: · · · ·
Social media Software options Strengthening finance practice Starting a nonprofit
Room: 402C
Room: 402A
Room: 402B
Details on Page 8
Details on Page 8
Details on Page 8
Leadership Lessons Learned from Lincoln and Others
Legal Rules and Requirements for Nonprofits
Larry MacGuffie & Rich McBride
Jodi Nishioka, Stephen Faust & Susan Amstadter
The One-Page Proposal Worksheet: 10 Questions to “Speed-Think” Your Way to Project Plans, Grant Proposals, and More Maryn Boess
Jodi Nishioka, Angela Hayes, & Shaun Greer
Room: 402B
Open Space Conversations: · Getting boards to fundraise · Relationship building with donors · Planned giving
Employment Law for Nonprofits
Room: 402A Details on Page 10
Technology for Nonprofits: 2015 and Beyond Bob Bailey
Room: 402B
Room: 402C
Details on Page 11
Details on Page 11
Preventing a Difficult Situation from Becoming a Crisis Alice Kaderlan
Staying Up To Date with the Secretary of State Teresa Glidden & Patrick Reed
Room: 402A
Room: 402B
Room: 402C
Details on Page 11
Details on Page 11
Details on Page 11
Risk Management #greatergood #inwconf @WaNonprofits
Nonprofit Law & Compliance
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Morning Keynote Address: Deanna Davis, PhD The Start of Something Really Small: How Small Steps Lead to Big Results and Better Outcomes We often think that creating positive changes – for ourselves, our organizations, and our communities – will be an enormous and stressful endeavor. What if instead of focusing on “the bigness” of it all, we embraced “the big power of small”? What if by choosing small ways of thinking and acting differently we could make success more certain and change less challenging? In her keynote address, Deanna Davis will answer these questions by unpacking small, methodical changes you can make to set the stage for long-term success. You will learn how the practice of taking small steps can disable the fear, stress, and resistance responses that undermine good intentions and overwhelm good people. You will walk away with simple, powerful, practical tools to advance your mission and work without sacrificing your well-being. And you’ll learn how “the next big thing” in supporting the greater good may very well be “the start of something small.”
Open Space Conversations Open Space conversations are a one-hour discussion with your peers on a topic that is important to you. We asked you to tell us what you are most interested in talking about or advancing your thinking on, and we compiled a list of table topics based on your responses. Within the Session Listings on pages 6 and 7 of this program, the discussion topics are listed with the corresponding room where they will be hosted. Please choose a topic that interests you and head to that room. A facilitator will help guide the conversation. You will walk away from this session having had a deep conversation with others about a shared topic of interest. This is a great opportunity to exchange cards with colleagues and continue the discussion after the conference ends.
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5th Annual Inland Northwest Conference for the Greater Good
Lunch Panel Discussion Shaping a New Conversation We have brought together influential leaders from our area and beyond to discuss how nonprofits, government, faith-based organizations, and philanthropy can work together toward the greater good. These leaders are ready to name the “sacred cows” they encounter in their work, and challenge our sector to break down the barriers that prevent us from building even stronger communities.
Meet Our Panelists Ben Stuckart, Spokane City Council President Ben is currently in his fourth year as Spokane City Council President. Prior to political life, Ben founded Communities in Schools of Spokane County, an organization that started with nothing and is now a half-million-dollar agency annually. Ben serves on numerous local nonprofit and community boards and continues to be a visionary leader for the sector as a whole. Melanie Gillespie, Executive Director, Foundation for Healthy Generations For the past two decades, Melanie has been a leader in Washington State’s nonprofit and public sectors, serving the needs of our communities’ most vulnerable individuals and families. She currently serves as the Executive Director of the Foundation for Healthy Generations and has served on numerous local, regional, and state boards and nonprofit/public funder advisory groups over the years. Regina Malveaux, Executive Director, YWCA of Spokane Regina is recognized as a tenacious advocate for women, youth, and children. She has served as the Executive Director of the YWCA of Spokane for the past two years. Regina previously served as the executive director of the YWCA South Hampton Roads in Norfolk, Virginia and as a legal advocate for the YWCA of San Diego. She has served on numerous boards aimed at advancing racial justice and economic empowerment.
Meet Our Moderator John Traynor, PhD, Assistant Professor, Gonzaga University John is an Assistant Professor at Gonzaga University in the Department of Teacher Education where he specializes in the Foundations of Education, Teaching in the Middle School, and Jesuit Education. He serves on Spokane County United Way’s board and is a member of THEZONE and Excelerate Success, two local collective impact efforts. Prior to teaching at Gonzaga, John taught for nine years as a high school social studies teacher.
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Workshop Descriptions Session 1 (9:30-10:45 am) Thrive on Volunteer Engagement – Move Your Nonprofit to the Next Level How prepared are you to harness the potential of 21st Century volunteers? What are the basics for building a solid volunteer engagement effort for your organizations? In this workshop, we’ll explore the “how” and “why” of effective volunteer engagement, gain a better understanding of the essential elements and infrastructure required to support your organization’s volunteer involvement efforts, and identify simple steps you can take to strengthen your volunteer program. Speaker: Barbara Bush Leadership is a Contact Sport! You don’t get to duck when you’re leading! No whiffing the ball, no missing the play-call. Let’s huddle up and talk about your role in communication, confidence, and coaching. Because leadership IS a contact sport, and if you’re handed the right playbook, you’ll be in it to win it. This workshop is designed for Executive Directors, board chairs, or others who are leading organizations and looking for an opportunity to learn and share. Speaker: Kari Anderson Tools for Nonprofits at Your Public Library The Spokane Public Library offers our local nonprofits access to a range of resources aimed to promote, support, and strengthen the nonprofit community. From conducting grant research to finding community partners for in-kind support to technology training for both staff and clients, the library is eager to help support our nonprofits in a number of different ways. Come learn how in this informative workshop. Speakers: Mark Pond Transform from Survive to Thrive: Operating Reserves – Prepare for the Next Rainy Day As the nonprofit community continues to rebuild in the face of the new economy, the need to establish or restore operating reserves has become important for many organizations. However, the need for a rainy day fund can come head to head with the desire of others in the organization to grow the mission. Join Moss Adams LLP and our guest panelists - Ryan Franklin of Moss Adams Wealth Advisors, Willie Maddox of Girl Scouts of Eastern WA, and Marlis Petersen Spawn of Gonzaga Preparatory School - as we discuss the challenges and benefits in establishing and managing operating reserves. Speakers: Tammy Erickson & Emina Cresswell, plus panel
Employment Law for Nonprofits What is the legal difference between an employee, independent contractor, intern, and volunteer and why is this important? What are the basic employment law requirements that nonprofit employers need to be aware of? This workshop will examine common employment law questions that nonprofits face. Speakers: Jodi Nishioka, Angela Hayes, & Shaun Greer
Session 2 (11:00-12:00 pm) Open Space Conversations (See page 8)
Session 3 (1:30-2:45 pm) The Future of University-Community Partnerships: How Anchor Institutions are Emerging as New Partners in Our Communities Universities have long upheld missions to engage with and support their surrounding communities. This session examines the university as an anchor institution to consider how nonprofits and other organizations can approach universities as partners, how a university’s “place-based” work differs from conventional outreach of the past, and how partnerships with anchor institutions can leverage new resources and bring new energy to work in the community. Participants will learn about the unique features of anchor institutions and their “place-based” work, examine case studies of university-community partnerships from across the United States, and then develop their own ideas for research or other shared work with a university as partner. Speakers: Ross Brooke Watts, PhD & Molly Ayers Telling Your Story Today – How do you take years of research, experience, and progress and explain it in 140 characters, 30 seconds, or a picture? More tools than ever are available to tell the story of your mission. Sometimes it is a headline, sometimes a photo, sometimes a link to an in-depth interview. How do you strategize and bring all of these pieces together when it seems to be changing all of the time? Which mediums are the best for your organization to reach and engage your stakeholders and supporters? Learn the strengths and most effective ways to use broadcast, digital, print, public relations, social media, and online directories. Speaker: Kirstin Davis The One-Page Proposal Worksheet: 10 Questions to “Speed-Think” Your Way to Project Plans, Grant Proposals, and More Crafting clear, compelling proposals is a skill that every leader needs and that anyone can learn with the right tools. This workshop will cover how to use a simple, one-page planning tool to transform good ideas into strong proposals in a matter
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of minutes. In this fast-paced, interactive session, you will learn the 10 questions to ask yourself when thinking about a successful project or funding need; how to tap into your own passion to discover the most compelling story behind your great idea; and the key planning questions every decisionmaker needs to answer to make an informed and confident decision about your proposal. Come with a good idea, and you’ll leave with a head start on a compelling proposal that inspires a confident “yes!” Speaker: Maryn Boess Leadership Lessons Learned from Lincoln and Others Regardless of the role you fill within your nonprofit organization, one of the greatest areas of opportunity is using your skills and expertise to build leaders at all levels. In this session, presenters Larry MacGuffie and Dr. Rich McBride will share over 40 years of personal lessons and perspectives on leadership in work and in life. This interactive presentation, combined with videos and handouts, will provide engaging quotes and stories to enhance your leadership and mentoring abilities. You don’t want to miss this opportunity to learn skills to help you enhance your organization! Speakers: Larry MacGuffie & Rich McBride Legal Rules and Requirements for Nonprofits This workshop will cover legal compliance requirements for nonprofits and 501(c)(3) tax-exempt organizations. All nonprofits and tax-exemption organizations have legal requirements that they need to meet on an ongoing basis, including filing reports and registering with state and federal government agencies. All nonprofit board members and nonprofit management should be aware of these legal requirements. Join us to learn what you need to know to keep your nonprofit organization in compliance with the law. Speakers: Jodi Nishioka, Stephen Faust, & Susan Amstadter
Session 4 (3:00-4:15 pm) Finance Unlocked for Nonprofits (FUN) What happens when you bring a storyteller and nonprofit accountant together to address financial literacy for nonprofit board and staff members? Finance Unlocked for Nonprofits (FUN) represents a departure from existing finance trainings. It expands what board and staff members know and can do related to nonprofit finance through BINGO cards, video shorts featuring a Jet City Improv actor, and supporting informational kits. Join us as we share FUN resources and talk about how to use them within your organization. Speakers: Nancy Bacon & Brian Shull Performance for Nonprofits: Data to Back Your Story Do you think you need an external evaluator to show your work is making a difference? This workshop will walk participants through a simple six-step approach ANYONE
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can use to identify performance measures. We’ll unpack the method introduced in Mark Friedman’s book Trying Hard Is Not Enough. This straightforward tool will help support your nonprofit’s story with the evidence (data) that shows your work is making a difference. Speaker: Stacy Wenzl Technology for Nonprofits: 2015 and Beyond You are trying to move forward your mission. Technology plays a key role in your ability to do almost everything, from tracking donors to providing good service to your clients. How do you stay on top of the hardware and software decisions you need to make with the budget you have? In “Technology for Nonprofits,” Bob Bailey will go over those technology basics including how to take advantage of free or low-cost technology available to nonprofits. He will talk “cloud” and what moving to the cloud entails. Come with your questions since a good portion of the workshop will be set aside to respond to what is on your mind when it comes to technology. Speaker: Bob Bailey Preventing a Difficult Situation from Becoming a Crisis Nonprofits face challenges daily, both internally and externally. With limited resources, it’s difficult to know where to start and what to do. In this interactive session, you’ll learn the steps to take to prevent a problematic internal or external situation from escalating into a major crisis. You’ll learn how to perform a Risk Analysis to identify your vulnerabilities and strategize through a real-life scenario to avoid potentially disastrous consequences. This must-see session is designed for nonprofits of all sizes and focuses. Speaker: Alice Kaderlan Staying Up to Date with the Secretary of State Your ability to raise funds and generally do business in Washington depends on staying compliant with the Washington Secretary of State and other local jurisdictions. Join Teresa and Patrick as they talk about the nonprofit startup process (filing), as well as critical Office of the Secretary of State items like filing annual reports, making amendments, and filing statements of change. They will talk a little about reminders to contact local jurisdictions regarding sales tax and licensing requirements for nonprofit retailers and others that think they don’t have sales or B&O tax. Speakers: Teresa Glidden & Patrick Reed
End-of-Conference Raffle Don’t miss the conference closing in the Centennial Ballroom (300BCD), where we are giving away great raffle prizes to lucky winners! You can put your name tag in the basket provided prior to the closing. You must be present to win.
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Thank You This conference would not have been possible without the hard work of our Conference Team and the many individuals and organizations that have shown sincere dedication to the nonprofit sector by giving their time to help make this event a success, including our partners, sponsors, advisory committee, speakers, exhibitors, and volunteers. A special thanks to KH Consulting | Think.Write.Grow. for helping to plan and organize this conference. KH Consulting’s mission is to strengthen the organizations that make up the greater good sector through organizational and program development, grant writing, fundraising, and communications. Learn more at www.thinkwritegrow.com.
Washington Nonprofits Washington Nonprofits builds a strong collaborative network of nonprofits serving Washington communities through education, advocacy, and capacity building. As Washington’s nonprofit state association, we partner with many organizations in communities, across the state, and nationally to strengthen nonprofits so that they can achieve their mission. Washington Nonprofits is a membership-based organization. EDUCATION: Washington Nonprofits delivers learning programs that lead to stronger, more connected nonprofits. It works with partner organizations around the state to make sure content is relevant. POLICY: Washington Nonprofits supports the advocacy rights of nonprofits and believes that they can and should actively participate in the dialogues that affect their organization, community, and the people they serve. MEMBERSHIP: Washington Nonprofits invites you to join our membership of over 650 organizations and individuals to have a stronger connection to our work. Board Members
Staff Rick Anderson, Director of Public Policy Nancy Bacon, Director of Learning Christine Johansen, Membership Manager Aimie Kawai, Learning Coordinator Alison McCaffree, Executive Director
Anne Keeney
Jeannette Privat
Sandy Gill
Mikel Samaniego
Lee Harper
Nancy Yamamoto
David Harrison
Naria Santa Lucia
Trula Nicholas
Administrative support provided by OrgSupport To learn more about the work we do and the events we host across the State of Washington, please visit our website or contact us. www.washingtonnonprofits.org info@washingtonnonprofits.org 855-299-2922