2010 Annual Conference and Members' Meeting
Breakout Sessions
November 4, 2010
Working with Grantees: Pathways to Success
Learn about the latest research regarding what grantees value most in their relationships with foundation staff and what are the keys to developing successful--and mutually beneficial--nonprofit relationships.
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Presenter:
Ellie Buteau, Vice President, Research, Center for Effective Philanthropy
Ellie Buteau leads the design, execution and analysis of CEP’s research related to foundation performance and effectiveness. She has co-authored all of CEP’s research reports since 2005, including Working with Grantees: The Keys to Success and Five Program Officers Who Exemplify Them and Essentials of Foundation Strategy. A frequent speaker at national and international philanthropic conferences, Buteau has authored or co-authored several opinion pieces and articles on foundation effectiveness.
Building Nonprofit Capacity in Southern California
Discuss the findings and recommendations of the recent Weingart Foundation-commissioned study on nonprofit capacity building needs and services.
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Presenters:
Fred Ali
President and Chief Executive Officer, Weingart Foundation
Fred Ali is president and chief executive officer of the Weingart Foundation, a leading philanthropic institution making grants exclusively in Southern California. He chairs the Southern California Grantmakers Board of Directors and sits on the Board of The Center on Philanthropy and Public Policy, University of Southern California. He served as vice chancellor of the University of Alaska Anchorage and as executive director of Covenant House, where he developed a multi-service program working with homeless and at-risk youth in Los Angeles and Oakland.
Paul Connolly
Senior Vice President, TCC Group
Paul Connolly leads TCC’s Philanthropy Practice and heads the firm’s Western Region office, based in San Francisco. He also serves on TCC’s Board of Directors and previously oversaw the firm's Nonprofit Practice. Before joining TCC, he was associate director of the Nonprofit Facilities Fund and a management consultant for nonprofit organizations, working independently in New York and at Storey and Green Associates in San Francisco. Connolly is author of the book Navigating the Organizational Lifecycle: A Capacity-Building Guide for Nonprofit Leaders.
Deepening Organizational Diversity
Identify policies and practices relevant to your foundation that can strengthen organizational diversity.
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>Access the Diversity Toolkit
Moderators:
Hanh Cao Yu
Vice President, Social Policy Research Associates
Hanh Cao Yu is vice president of Social Policy Research Associates, where she oversees much of the company’s research and evaluation work in philanthropy. She has more than 20 years experience leading research in diversity, equity, immigrant populations and gender-based issues. She has worked with a variety of foundations and has led evaluations of the Kellogg Foundation’s Capitalizing on Diversity Cross Cutting Theme and The California Endowment’s Diversity Audit.
Dianne Yamashiro-Omi
Program Manager, Diversity and Equity, The California Endowment
Dianne Yamashiro-Omi is The California Endowment’s program manager for diversity and equity. She served previously a senior program officer for the foundation’s Culturally Competent Health Systems and Diversifying the Healthcare Workforce program, among other roles. In 2008, Yamashiro-Omi helped complete the first California Endowment diversity audit and publication of the Foundation Diversity Tool-Kit, a compilation of local and national foundation diversity policies and practices.
Panelists:
Kafi Blumenfield
President and Chief Executive Officer, Liberty Hill Foundation
Kafi Blumenfield is president and CEO of Liberty Hill Foundation, a social change foundation whose mission is to bring about change in Los Angeles through support of community and grassroots organizations. Prior to joining Liberty Hill, she was deputy director of Neighbor to Neighbor, a national organization dedicated to grassroots political empowerment of working families. Blumenfield serves on the California Advisory Board of the Center for American Progress, the Selection Committee for the James Irvine Foundation Leadership Awards and the Board of Southern California Grantmakers.
Alvertha Bratton Penny
Senior Vice President of Programs, California Community Foundation
Alvertha Bratton Penny oversees the planning, strategy development and distribution of grants in the areas of the arts, education, health care, human development and scholarships, as well as a Program Related Investment Fund and special initiatives at the California Community Foundation. Previously, she was the senior advisor on community development issues at the William and Flora Hewlett Foundation and program director of the Foundation’s Family and Community Development program. Penny serves on the Board of Southern California Grantmakers.
Delia Carmen
Associate Director, Equity, Diversity and Inclusion, Annie E. Casey Foundation
Delia Carmen is responsible for ongoing development of the Race Matters Toolkit, including coordination of government agencies and nonprofit collaborative efforts to address policies and practices that cause inequities in systems, such as health and education. Carmen also previously served as a senior research associate and facilitator for the Foundation’s RESPECT affinity group on race and ethnicity. She is co-author of several publications on closing disparity gaps in access to technology in underserved communities.
Mitchell Singer
Senior Philanthropic Advisor, Rockefeller Philanthropy Advisors
Mitchell Singer is a senior philanthropic advisor at Rockefeller Philanthropy Advisors, where he helps individuals, foundations and corporations create strategies for giving, choose organizations to fund and see the impact of their giving. He served previously as associate director of The Center on Philanthropy and Public Policy at the University of Southern California and worked for The California Endowment, where he managed discretionary grant programs and spearheaded its ethics programs. Singer serves on the Los Angeles Leadership Committee of Lambda Legal Defense and Education Fund and on the Advisory Board of the MBA program in nonprofit management at American Jewish University.
Family Foundation Session - Navigating Family Dynamics: Tools for When Challenges Arise
Explore strategies to effectively address family dynamics, including communication breakdowns; varied levels of inclusion of "other" members of the family; and conflict around different goals of the foundation.
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Presenter:
Emily Bouchard
Managing Partner, Wealth Legacy Group
Emily Bouchard is a managing partner of Wealth Legacy Group, where combines her expertise in family dynamics with her training as a money coach to build awareness for clients about their beliefs and conditioned tendencies related to money and wealth. In 2003 she founded Blended-Families, LLC to make a positive difference in the lives of stepfamilies. Since 2004, Bouchard has been a lead coach for The Williams Group, facilitating communication and trust with high net worth families. She has authored several e-books and facilitates groups and workshops for individuals, couples and families.
Grantmaking in the New Normal: Did the Economic Crisis Change Foundation Philanthropy?
Discuss the latest findings from a new survey on how the economic crisis has and has not effected the way foundations expect to do their work going forward.
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Presenter:
Steven Lawrence
Director of Research, The Foundation Center
Steven Lawrence joined the Foundation Center’s research staff in 1991 and currently serves as director of research. He is author and editor of numerous reports on national, regional and special-topic trends in the field of philanthropy, among them Foundation Growth and Giving Estimates, Social Justice Grantmaking and various research advisories on the impact of the economic crisis on foundations. Lawrence currently serves on the Giving USA Advisory Committee and the Board of Directors of Funders for LGBTQ Issues.
Corporate Session - Getting the Whole Company Behind Your Corporate Community Involvement
Explore how you can reach unprecedented levels of impact by engaging the whole company in your community involvement.
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Presenter:
Bea Boccalandro
President, VeraWorks
Faculty Member, Boston College Center for Corporate Citizenship
Bea Boccalandro is president of VeraWorks, a global consulting firm that helps companies design, execute and measure their corporate citizenship programs. She is a faculty member at the Boston College Center for Corporate Citizenship and at the Georgetown Center for Public and Nonprofit Leadership. Boccalandro is author of The End of Employee Volunteering: A Necessary Step to Substantive Employee Engagement in the Community as well as Mapping Success in Employee Volunteering: The Drivers of Effectiveness for Employee Volunteering and Giving Programs and Fortune 500 Performance.
