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University of San Diego

5998 Alcala Park

San Diego, CA 92110

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15th ANNUAL NONPROFIT GOVERNANCE SYMPOSIUM (Jan 24-25, 2019)

AGENDA AT A GLANCE

THEME: Celebrating 15 Years of Excellence in Nonprofit Governance

THURSDAY JANUARY 24 – Seminars, Workshops, Kaleidoscope Awards & Reception

8:00 Networking and Breakfast

8:30 Welcome

  • James Harris, President, University of San Diego

8:45 Opening Remarks

  • Emily Young, Executive Director, The Nonprofit Institute, University of San Diego

9:00 Update from the Sector: Key Trends and What They Mean for Nonprofit Boards

  • Laura Deitrick, Associate Director, The Nonprofit Institute; Professor of Practice, Department of Leadership Studies, University of San Diego

  • Amanda Keton, CEO, Tides Advocacy

10:00 Networking and Refreshments

10:15 Seminars and Workshops - I

  • I’m a Nonprofit Board Member, Now What?

Melissa Roshnaye, CPA, Senior Manager, and Brian Yacker, JD/CPA, Managing Partner, YH Advisors

This presentation will focus on providing board members (both new and seasoned) with a due diligence checklist of all the different governance, financial, compliance and fiduciary issues which should be continually focused on.


  • Take it to the Bank: Using the Community Reinvestment Act to Grow the Capacity of your Nonprofit Organization

Steven Herman, Senior Vice President & Manager at California Bank & Trust; Jacob Richards, Senior Vice-President, Commercial Banking Department, California Bank & Trust; Arnulfo Manriquez, President and CEO, MAAC; Beth Castro, District Community Affairs Officer, Office of the Comptroller of the Currency; and Ricardo Flores, Executive Director, Local Initiatives Support Corporation

In this presentation you will learn how banks and nonprofit organizations build win-win partnerships to meet Community Reinvestment Act (CRA) regulatory requirements. The CRA requires banks to provide service, lending and investment in all communities where they do business. This creates great opportunities for banks and nonprofit organizations to work together and meet the needs in their communities. Local nonprofit executives, a bank regulator from the Office of the Comptroller of the Currency (OCC) and a California Bank & Trust lender will give examples of how they have worked together and what tangible benefits they have received.


  • Marketing Matters: A 101 on Marketing

Deirdre Maloney, President, Momentum, LLC

Board members know that developing great relationships isn’t just a critical part of the board role, but also the key to success for their nonprofits. While excellent programs and integrity are important, it’s the connections and trust built with your donors, clients, volunteers and other stakeholders that make all the difference in what –and how much –your nonprofit can achieve.While engaging others authentically sounds simple, the truth is many find it uncomfortable and awkward. Some just want to do it better. The good news is that there are some simple keys to engaging others well. There are also very common pitfalls we all must avoid. This popular, highly interactive session will help you get better at getting to know others in a meaningful, authentic way.


  • Do It Right From the Get Go - Legal Compliance Considerations

Mary Tovella Dowling, Partner, For Purpose Law Group

Many nonprofit organizations find themselves in hot water with the IRS, Franchise Tax Board or Attorney General for failure to meet the annual compliance requirements. This session will provide guidance on how to ensure your organization does not lose its precious tax exempt status for failing to meet these requirements. In order to ensure your nonprofit doesn’t waste valuable resources on legal fees, this session will also provide an overview on how to reduce overall legal risks and liabilities commonly faced by nonprofit organizations. This workshop will discuss employment issues surrounding staff, volunteers and independent contractors, the necessity of internal policies and insurance coverage, common provisions that should be included in every contract, as well as, licensing and permitting requirements.


  • A Board Member Look at New Accounting Standard Implementation

Danielle O'Connor, Business Assurance Senior Manager, and Laura Roos, Business Assurance Partner, Moss Adams

This session will focus on the new accounting requirements for not-for-profit financial reporting, leases, and revenue recognition. We will discuss what these changes mean for nonprofits, best practices for approaching implementation, and how to avoid surprises.


  • Building a Culture of Philanthropy from the Top Down: Partnering with Your Board

Micah Parzen, Chief Executive Officer, Museum of Man

A strong organizational culture of philanthropy depends upon strategic staff/board dialogue and partnerships. In this workshop, nonprofit managers and development staff can learn how to inspire and support board members to be confident philanthropic ambassadors.


  • Measuring and Communicating Impact: Tools and Tips for Nonprofit Organizations

Tessa Tinkler, Senior Research Associate, and Kim Hunt, Research Associate, The Nonprofit Institute, University of San Diego

Why invest in program evaluation? How do we measure the effectiveness of our programs? How can staff and board members effectively communicate program evaluation findings to various stakeholders and potential funders? How can we make our programs better? Now that we have program evaluation data, what do we do with it? If you’ve ever asked any of these questions, join us as we walk you through the “why” and “how” of process and outcome evaluation using real life applied examples from our nonprofit community.


  • It's Not About You: Putting Group Identity First in Leadership

Yang Jiang, Doctoral Research Assistant, The Jacobs Institute for Innovation in Education, University of San Diego

Organizational teams are not blank slates - they have a group identity that is a result of their history, culture, and mission. Leaders who understand how to respect and connect with this identity can turn resistant employees into supportive and internally-motivated teammates. This workshop will explain how leadership and group identity are connected, and provide participants with an opportunity to explore how they can tap into the power of group identity in their own leadership.


  • Board Advocacy in Changing Times

Leticia Cazares, Vice Chair, ACLU, and Amanda Keton, CEO, Tides Advocacy; General Counsel, Tides Network

Let’s discuss the nonprofit landscape in today’s climate and various perspectives, threats and opportunities. Boards and individual board directors have multiple ways to advance their missions depending on the structure of the organization. We want to share our perspectives and invite discussion and ideas from the audience about how board members can take into account their unique roles & responsibilities as well as the limits for each type of organization (ie, 501(c)(3), 501(c)(4) or 501(c)(6)) and share practical tools, resources, and considerations in a group conversation.



11:30 Lunch

12:45 Seminars and workshops – II

  • Chairing the Board

Laura Deitrick, Associate Director, The Nonprofit Institute; Professor of Practice, Department of Leadership Studies, University of San Diego; and Panel of Board Chairs

This session will take an in depth look at what it means to serve as a board chair, with practical tips and lessons learned from the field. It will be a moderated discussion of inspired, vital leadership practices from seasoned board chairs.


  • Market Where It Counts: How to Successfully Boost Online Giving in 2019

Cameron Ripley, CEO and Founder, Community Boost Consulting

It is a New Year and it is time to set some resolutions to improve your nonprofit’s fundraising efforts. It is time to market effectively where it actually counts, which is online and on mobile. According to the 2018 Giving Report, donors are most inspired to give by social media, email and your website. Join us as we dive into the current state of nonprofit marketing and cover the 2019 digital strategies that will drive more online donations in today’s world. This session will also include a comprehensive Q&A tailored to the audience’s specific needs.


  • Sharing the Board’s Leadership Vision through Storytelling

Nathan Young, Founder and Storytelling Consultant, Greater Good Storytelling

Being a nonprofit board member requires leadership. One of the most powerful methods for communicating a leadership vision is through storytelling. This workshop will provide a basic framework for how nonprofit board leaders can harness storytelling to communicate their vision--both inside and outside of their organization--on how a problem can be solved or a community can be improved through the nonprofit’s mission.


  • Financial Basics 101

Rick Dahlseid, CPA, Financial Consultant

Financial statements are a crucial indicator of past performance and are necessary to provide many different parties with economic information to help inform prudent decisions. Donors, sponsors, banks, the community, the government, boards, volunteers, and employees are some of the major categories of stakeholders interested in a nonprofit’s financial performance. This class will begin at the basic level and go through the Who, What, Where, Why, and How to use financial statements for their intended purpose, as well as other valuable uses of financial information. Only with a complete understanding of an agency’s financial statements, can an organization hope to demonstrate stewardship to its stakeholders that will accurately and honestly tell their story.


  • Myths and Misconceptions about Board Fundraising – An Honest Dialogue

Brian Daugherty, Senior Vice President and Chief Philanthropy Officer, San Diego Humane Society

What does it mean to have a “fundraising board”? And where are all the board members who want to fundraise anyway? You are likely saying to yourself that they are not on your board. This issue has long challenged executive directors, board members, and fundraising staff and prematurely aged everyone involved in this process. At this session we’ll explore how to make the most of board participation in fundraising while minimizing the frustration.


  • Strategic Fundraising for the Small Shop

Colton Strawser, Doctoral Research Assistant, The Nonprofit Institute, University of San Diego

Small nonprofits can still have big impact; however, sometimes small shops have challenges bringing in all of the funding they need. This session will highlight various tips and tricks for smaller nonprofits to be prepared for grant applications, secure individuals donors, prepare for sponsorship opportunities, and discover ways to think smarter not work harder for the funds needed for effective programming and services.


  • Oh Strategy, Strategy, wherefore art thou Strategy?: Using Good Governance to Find Your Strategy

Lyn Corbett, Director of Governance and Community Programs, The Nonprofit Institute, University of San Diego

Strategy is a word which has lost its meaning. This session presents the essence of nonprofit strategy combined with ideas for practical implementation. Strategies change when conditions change. This session explores ways in which organizations can identify, initiate and implement good strategy to reach their fullest potential.


  • The Pleasures and Pitfalls of Social Enterprise

Moderator: Beth Sirull, President and CEO, Jewish Community Foundation of San Diego

Panel: Jennifer Gilmore, CEO, Kitchens for Good; Jena Olson, Executive Director, Kids Spark Education; and David Lynn, CEO, Mission Driven Finance

Increasingly, philanthropic funders want to see that an organization is not entirely dependent on philanthropy. Social enterprise is often defined as either a nonprofit organization that has significant earned income or a for-profit company that has an embedded social mission. As many nonprofits look to become social enterprises by identifying and developing mission-related earned income streams, it’s critical that staff and Board know the important questions to ask, analysis to undertake and pitfalls to avoid. Panelists will share their experiences developing and financing social enterprises. What are key tips for Boards to keep in mind as they pursue social enterprise? How can organizations effectively identify, evaluate and finance earned income options? When might it make sense to convert to a for-profit or hybrid structure?


  • Investing in People: A Win-Win for Nonprofit Leaders and Organizations

Michelle Schneider, Doctoral Research Assistant, The Nonprofit Institute, University of San Diego

Nonprofit leaders are arguably the sector's greatest asset, yet we have a history of underinvesting in their development. Drawing on the most recent literature, as well as findings from an evaluation of the Fieldstone Leadership Network's Clare Rose Sabbatical Program, attendees will get an inside look at the critical link between investing in leaders and building capacity within nonprofit organizations. Attendees will have the opportunity to hear directly from leaders about what investing in nonprofit people looks like in practice, as well as take away day-to-day and long-term strategies applicable to their organizations.



2:00 Break

2:15 Seminars and workshops – III

  • Take it to the Bank: Using the Community Reinvestment Act to Grow the Capacity of your Nonprofit Organization

Steven Herman, Senior Vice President & Manager, California Bank & Trust; Jacob Richards, Senior Vice-President, Commercial Banking Department, California Bank & Trust; Arnulfo Manriquez, President and CEO, MAAC; Beth Castro, District Community Affairs Officer, Office of the Comptroller of the Currency; and Ricardo Flores, Executive Director, Local Initiatives Support Corporation

In this presentation you will learn how banks and nonprofit organizations build win-win partnerships to meet Community Reinvestment Act (CRA) regulatory requirements. The CRA requires banks to provide Service, Lending and Investment in all communities where they do business. This creates great opportunities for banks and nonprofit organizations to work together and meet the needs in their communities. Local nonprofit executives, a bank regulator from the Office of the Comptroller of the Currency (OCC) and a California Bank & Trust lender will give examples of how they have worked together and what tangible benefits they have received.


  • Marketing Matters: A 101 on Marketing

Deirdre Maloney, President, Momentum, LLC

Board members know that developing great relationships isn’t just a critical part of the board role, but also the key to success for their nonprofits. While excellent programs and integrity are important, it’s the connections and trust built with your donors, clients, volunteers and other stakeholders that make all the difference in what –and how much – your nonprofit can achieve. While engaging others authentically sounds simple, the truth is many find it uncomfortable and awkward. Some just want to do it better. The good news is that there are some simple keys to engaging others well. There are also very common pitfalls we all must avoid. This popular, highly interactive session will help you get better at getting to know others in a meaningful, authentic way.


  • Financial Basics 102

Rick Dahlseid, CPA, Financial Consultant

Financial statements are a primary way to communicate confidence, accountability and stewardship of a nonprofit. Many stakeholders depend on trustworthy financial information to make informed economic decisions. This session will cover some basic items and also more advanced areas such as: How to respond to an RFP, best practices for budgeting and forecasting. What is a Key Performance Indicator? How to communicate metrics, Specifics about your financial statements and the IRS Form 990. You will want to bring a copy of your nonprofit’s latest financial statement and IRS Form 990 to learn what you need to know in your role. We will also explore the various requirements of the different levels of independent financial reporting (audit, review, and compilation).


  • Updates Regarding Tax Law and IRS Regulations –What You Should Know

Jon Grissom, Partner, Chair, Nonprofit Organizations Practice Group

The 2017 Tax Cuts and Jobs Act made significant changes affecting all types of nonprofits, including private foundations, public charities, trade associations, and colleges and universities. This workshop will discuss the changes, including qualified transportation fringe benefits, executive compensation, unrelated business income, and endowment earnings.


  • 3 Key Steps to Prudent Investment Oversight: Define, Administer and Invest

Carlee Harmonson, Managing Director Fiduciary Management, Executive Trust and Estate Services; Charity Falls, Director and Senior Wealth Strategist; and Christiane Tsuda, Vice President and Senior Portfolio Manager, Union Bank

This session will help you understand the responsibilities of Charitable Trustees and Directors by reviewing some key best practices to Prudent Investing for your organization. Today a positive return alone will not necessarily protect a fiduciary from liability, so what other things need to be in place for your protection.


  • The Board and Staff Relationship: Avoiding Turbulence and Navigating Towards Success

Lisette Islas, VP/Chief Impact Officer, MAAC; Zaneta Encarnacion, Executive Director, Southwestern College Foundation; and Ethan Van Thillo, Executive Director, Media Arts Center San Diego

You both have similar goals: to have a strong organization with meaningful impacts in the community. It should be easy to get in sync. So why is it so hard? Join three experts who will share their wisdom, experiences, and oh-so-relatable stories about how to create meaningful and impactful relationships between board and staff to ensure your organization soars.


  • Building Diverse Leadership on Boards

Lyn Corbett, Director of Governance and Community Programs, The Nonprofit Institute, University of San Diego

Nonprofit boards play a critical role in creating organizations that prioritize, support, and invest in diversity, equity, and inclusion. The individual leaders who compose nonprofit boards are a reflection of an organization’s values and beliefs. All nonprofit organizations can better achieve their missions by drawing on the skills, talents, and perspectives of a broader and more diverse range of leaders. How does your organization define diversity? Is your organization holding itself accountable for specific diversity goals? This session provides resources for nonprofit leaders to help understand the context in which they work and to identify a strategy to build a more diverse board.


  • Leadership on Purpose

Zachary Green, Director of Leadership and Diversity Initiatives, The Nonprofit Institute; Professor of Practice, Department of Leadership Studies, University of San Diego

In the nonprofit sector, we pride ourselves on mission-driven intervention on issues that matter. One challenge we may face in our leadership is that this same mission-focused work that is often outward facing may leave us depleted in terms of inner resources. In this highly interactive session, we will pause to reflect and gain perspective on our more personal practices related to our purpose as leaders. Beyond tactical tips and technical techniques to avoid what is routinely called “burnout,” we will, together, explore and seek insights anew on what brought us to nonprofit work in the first place. Our aim is to view and renew ways to address the adaptive challenges and competing commitments that influence our leadership...on purpose.


  • Risky Board Business –Why You Need to Pay Attention to Insurance

Cole Kinney, Senior Vice President of Development, CalNonprofits and Colleen Lazanich, CEO of CalNonprofits Insurance Services

What risks do board members take on when they join a board? What are your duties? Do you have a Directors & Officers policy? What does your D&O policy cover? Does your D&O policy cover everything you need to be concerned about? Are all policies/carriers the same? What limits should we have on our insurance policies? Find the answers to this and more in this fast-paced conversation with Cole Kinney & Colleen Lazanich from CalNonprofits Insurance Services.



3:30 Break

3:45 Kaleidoscope Award Introduction

  • Mariano Diaz, Lead Partner, R&M Consulting

3:50 Presentation of the Kaleidoscope Award for Good Governance

  • Kathy Patoff, Chief Operating Officer, MUFG Union Bank Foundation

4:15 Reception and Networking

5:30 Adjournment


FRIDAY, JANUARY 25 – Keynote, Seminars & Workshops

7:30 NPLM & PhD Alumni Invitational Breakfast

8:00 Breakfast and Networking

8:30 Welcome & Opening Remarks

  • Laura Deitrick, Associate Director, The Nonprofit Institute; Professor of Practice, Department of Leadership Studies, University of San Diego

8:45 Updates from the Sector: One Year in from the 2017 Tax Bill - Preliminary Research Findings

  • Emily Young, Executive Director, The Nonprofit Institute, University of San Diego

9:00 Keynote Speaker with Moderated Discussion: Courageous Leadership in Nonprofit Governance

  • Chet Hewitt, President and CEO, Sierra Health Foundation

  • Lyn Corbett, Director of Governance and Community Programs, The Nonprofit Institute, University of San Diego

10:00 Networking and Refreshments

10:15 Seminars and Workshops - I

  • Chairing the Board

Laura Deitrick, Associate Director, The Nonprofit Institute; Professor of Practice, Department of Leadership Studies, University of San Diego; and Panel of Board Chairs

This session will take an in depth look at what it means to serve as a board chair, with practical tips and lessons learned from the field. It will be a moderated discussion of inspired, vital leadership practices from seasoned board chairs.


  • Discover the Leaders on Your Board

Cindi Phallen, President, Create Possibility

Are your board members leaning in when needed? Are they the gatekeepers to the community? Do you have enough of the right people on your leadership team, in the right seats, focused on the right things? It’s not uncommon for board members to be disengaged or unclear about their role. Let’s clarify the basic roles and responsibilities of a nonprofit board and then discover how to unleash their leadership potential! We will review the benefits of board service for your volunteers, identify the leadership opportunities, learn how to foster their success as leaders and be ready to activate your next generation of passionate partners. It’s time to create a culture of leadership development and honor the potential on your board! Leave with actionable steps to create leadership champions well into the future for your cause.


  • Financial Basics 101

Rick Dahlseid, CPA, Financial Consultant

Financial statements are a crucial indicator of past performance and are necessary to provide many different parties with economic information to help inform prudent decisions. Donors, sponsors, banks, the community, the government, boards, volunteers, and employees are some of the major categories of stakeholders interested in a nonprofit’s financial performance. This class will begin at the basic level and go through the Who, What, Where, Why, and How to use financial statements for their intended purpose, as well as other valuable uses of financial information. Only with a complete understanding of an agency’s financial statements, can an organization hope to demonstrate stewardship to its stakeholders that will accurately and honestly tell their story.


  • Updates Regarding Tax Law and IRS Regulations: What You Should Know

Jon Grissom, Partner, Chair, Nonprofit Organizations Practice Group

The 2017 Tax Cuts and Jobs Act made significant changes affecting all types of nonprofits, including private foundations, public charities, trade associations, and colleges and universities. This workshop will discuss the changes, including qualified transportation fringe benefits, executive compensation, unrelated business income, and endowment earnings.


  • In Fraud We Mistrust

Shannon Ayala, CPA, Partner, and Jennifer Farr, CPA, Partner, Davis Farr, LLP

“She was so sweet and trustworthy.” “I could never imagine him committing fraud.” “She worked here for 30 years and never even took a vacation.” These are all common things said about a person once they are exposed as a fraudster. A recent study conducted by the Association of Certified Fraud Examiners concluded that typical organizations lose an estimated 5 percent of its annual revenue to fraud. While this number is typically smaller in nonprofits, the effect can still be devastating. This session will focus on exploring fraud in the workplace. We will provide an overview of common schemes, red flags, profiles of a fraudster and how to safeguard your entities assets.


  • Charitable Giving: Key Trends that Every Board Member Should Watch in 2019

Moderator: Emily Young, Executive Director, The Nonprofit Institute, University of San Diego

Panel: Pamela Cohen, Vice President of Philanthropy Services, First Foundation; Anna Diaz, Lead Advisor, Dowling & Yahnke; and Macy Olivas, Co-Chair, Latina Giving Circle, Executive Director, The Weil Family Foundation

How are 2017 federal tax law changes affecting charitable giving? How can nonprofits work better with individual donors and foundations at a time of greater market volatility? As donor advised funds continue to grow, how can nonprofits access them? How can nonprofits engage millennials and younger generations to give? This workshop will share recent findings from The Nonprofit Institute’s local research on charitable giving in 2018. Panelists will then highlight critical trends in charitable giving in light of shifting federal policies and markets, as well as broader demographic trends. Panelists will also provide critical insights and practical tips for fundraising by nonprofit boards and staff.


  • Risky Board Business –Why You Need to Pay Attention to Insurance

Cole Kinney, Senior Vice President of Development, CalNonprofits, and Colleen Lazanich, CEO, CalNonprofits Insurance Services

What risks do board members take on when they join a board? What are your duties? Do you have a Directors & Officers policy? What does your D&O policy cover? Does your D&O policy cover everything you need to be concerned about? Are all policies/carriers the same? What limits should we have on our insurance policies? Find the answers to this and more in this fast-paced conversation with Cole Kinney & Colleen Lazanich from CalNonprofits Insurance Services.


  • Proven Strategies for Recruiting Senior Executives & Retention Practices

Pat Libby, CEO, Consultant, Pat Libby Consulting

Whether you are looking to replace a long-time CEO, find a COO or bring on your first executive director, the process of finding and hiring the right candidate for your nonprofit can seem daunting. This workshop will share a seasoned search consultant’s step-by-step approach for conducting a successful search. You will learn how to determine what qualities are needed for the position, how to craft an effective job announcement, where to post it, how to screen candidates, interviewing strategies, and tips for checking references. Included in the discussion and presentation will be tips for retaining those excellent hires.


  • Building Diverse Leadership on Boards

Lyn Corbett, Director of Governance and Community Programs, The Nonprofit Institute, University of San Diego

Nonprofit boards play a critical role in creating organizations that prioritize, support, and invest in diversity, equity, and inclusion. The individual leaders who compose nonprofit boards are a reflection of an organization’s values and beliefs. All nonprofit organizations can better achieve their missions by drawing on the skills, talents, and perspectives of a broader and more diverse range of leaders. How does your organization define diversity? Is your organization holding itself accountable for specific diversity goals? This session provides resources for nonprofit leaders to help understand the context in which they work and to identify a strategy to build a more diverse board.


11:30 Lunch

12:45 Seminars and workshops - II

  • I’m a Nonprofit Board Member, Now What?

Melissa Roshnaye, CPA, Senior Manager, and Brian Yacker, JD/CPA, Managing Partner, YH Advisors

This presentation will focus on providing board members (both new and seasoned) with a due diligence checklist of all the different governance, financial, compliance and fiduciary issues which should be continually focused on.


  • 2018 Kaleidoscope Award Winners: Lessons Learned from Good Governance

Moderator: Mariano Diaz, Lead Partner, R&M Consulting Group

Have you ever wondered what good governance looks like but have been afraid to ask? Hear more from this year’s Kaleidoscope Awardees, who will share their stories of how their boards exercised the three essential modes of governance – fiduciary, strategic and generative – to lead their organizations through transformational change.


  • The Radically Changing Role of Leadership and Governance Models for Social Enterprises

Karen Henken, Professor of Practice, Social Innovation and Entrepreneurship, Kroc School, University of San Diego, and Jennifer Gilmore, CEO, Kitchens for Good

As hybrid social enterprises have become more mainstream among nonprofit institutions, a new management dilemma has emerged. How do boards and nonprofit leadership teams effectively shift strategy and mindset to maximize both financial growth and social impact-and keep it all mission aligned? In social enterprise, there is a constant and difficult balancing act and tension between aligning the social and financial objectives of a social enterprise. The focus of this workshop is to explore and understand the necessary cultural shifts for social enterprise success vs. traditional nonprofits in both their governance and leadership models. Participants will leave with new insights about the opportunities and challenges of this emerging nonprofit model.


  • Sharing the Board’s Leadership Vision through Storytelling

Nathan Young, Founder and Storytelling Consultant, Greater Good Storytelling

Being a nonprofit board member requires leadership. One of the most powerful methods for communicating a leadership vision is through storytelling. This workshop will provide a basic framework for how nonprofit board leaders can harness storytelling to communicate their vision--both inside and outside of their organization--on how a problem can be solved or a community can be improved through the nonprofit’s mission.


  • Financial Basics 102

Rick Dahlseid, CPA, Financial Consultant

Financial statements are a primary way to communicate confidence, accountability and stewardship of a nonprofit. Many stakeholders depend on trustworthy financial information to make informed economic decisions. This session will cover some basic items and also more advanced areas such as: How to respond to an RFP, Best practices for budgeting and forecasting. What is a Key Performance Indicator? How to communicate metrics, Specifics about your financial statements and the IRS Form 990. You will want to bring a copy of your nonprofit’s latest financial statement and IRS Form 990 to learn what you need to know in your role. We will also explore the various requirements of the different levels of independent financial reporting (audit, review, and compilation).


  • Evaluating Long-Term Sustainability In an Uncertain World & Implications for Investment Strategies, Spending Policies, and Strategic Planning

Jeromie Park, Vice President, Investment Management Division, and Benjamin Ngan, Investment Management, Goldman Sachs

An overview of Goldman Sachs Investment Strategy Group’s 2019 economic and financial markets outlook and a discussion of sustainability analyses for nonprofits given market volatility, asset allocation, spending policy and the potential impact on donor activity due to tax reform


  • Proven Strategies for Recruiting Senior Executives & Retention Practices

Pat Libby, CEO, Consultant, Pat Libby Consulting

Whether you are looking to replace a long-time CEO, find a COO or bring on your first executive director, the process of finding and hiring the right candidate for your nonprofit can seem daunting. This workshop will share a seasoned search consultant’s step-by-step approach for conducting a successful search. You will learn how to determine what qualities are needed for the position, how to craft an effective job announcement, where to post it, how to screen candidates, interviewing strategies, and tips for checking references. Included in the discussion and presentation will be tips for retaining those excellent hires.


  • Measuring and Communicating Impact: Tools and Tips for Nonprofit Organizations

Tessa Tinkler, Senior Research Associate, and Kim Hunt, Research Associate, The Nonprofit Institute, University of San Diego

Why invest in program evaluation? How do we measure the effectiveness of our programs? How can staff and board members effectively communicate program evaluation findings to various stakeholders and potential funders? How can we make our programs better? Now that we have program evaluation data, what do we do with it? If you’ve ever asked any of these questions, join us as we walk you through the “why” and “how” of process and outcome evaluation using real life applied examples from our nonprofit community.


  • Strategic Fundraising for the Small Shop

Colton Strawser, Doctoral Research Assistant, The Nonprofit Institute, University of San Diego

Small nonprofits can still have big impact; however, sometimes small shops have challenges bringing in all of the funding they need. This session will highlight various tips and tricks for smaller nonprofits to be prepared for grant applications, secure individuals donors, prepare for sponsorship opportunities, and discover ways to think smarter not work harder for the funds needed for effective programming and services.


2:00 Break

2:15 Seminars and workshops - III

  • 2018 Kaleidoscope Award Winners: Lessons Learned from Good Governance

Moderator: Mariano Diaz, Lead Partner, R&M Consulting Group

Have you ever wondered what good governance looks like but have been afraid to ask? Hear more from this year’s Kaleidoscope Awardees, who will share their stories of how their boards exercised the three essential modes of governance –fiduciary, strategic and generative –to lead their organizations through transformational change.


  • Market Where It Counts: How to Successfully Boost Online Giving in 2019

Cameron Ripley, CEO and Founder, Community Boost Consulting

It is a New Year and it is time to set some resolutions to improve your nonprofit’s fundraising efforts. It is time to market effectively where it actually counts, which is online and on mobile. According to the 2018 Giving Report, donors are most inspired to give by social media, email and your website. Join us as we dive into the current state of nonprofit marketing and cover the 2019 digital strategies that will drive more online donations in today’s world. This session will also include a comprehensive Q&A tailored to the audience’s specific needs.


  • Do It Right From the Get Go - Legal Compliance Considerations

Mary Tovella Dowling, Partner, For Purpose Law Group

Many nonprofit organizations find themselves in hot water with the IRS, Franchise Tax Board or Attorney General for failure to meet the annual compliance requirements. This session will provide guidance on how to ensure your organization does not lose its precious tax exempt status for failing to meet these requirements. In order to ensure your nonprofit doesn’t waste valuable resources on legal fees, this session will also provide an overview on how to reduce overall legal risks and liabilities commonly faced by nonprofit organizations. This workshop will discuss employment issues surrounding staff, volunteers and independent contractors, the necessity of internal policies and insurance coverage, common provisions that should be included in every contract, as well as, licensing and permitting requirements.


  • A Board Member Look at New Accounting Standard Implementation

Danielle O'Connor, Business Assurance Senior Manager, and Laura Roos, Business Assurance Partner, Moss Adams

This session will focus on the new accounting requirements for not-for-profit financial reporting, leases, and revenue recognition. We will discuss what these changes mean for nonprofits, best practices for approaching implementation, and how to avoid surprises.


  • It's Not About You: Putting Group Identity First in Leadership

Yang Jiang, Doctoral Research Assistant, The Jacobs Institute for Innovation in Education, University of San Diego

Organizational teams are not blank slates - they have a group identity that is a result of their history, culture, and mission. Leaders who understand how to respect and connect with this identity can turn resistant employees into supportive and internally-motivated teammates. This workshop will explain how leadership and group identity are connected, and provide participants with an opportunity to explore how they can tap into the power of group identity in their own leadership.


  • Investing in People: A Win-Win for Nonprofit Leaders and Organizations

Michelle Schneider, Doctoral Research Assistant, The Nonprofit Institute, University of San Diego

Nonprofit leaders are arguably the sector's greatest asset, yet we have a history of underinvesting in their development. Drawing on the most recent literature, as well as findings from an evaluation of the Fieldstone Leadership Network's Clare Rose Sabbatical Program, attendees will get an inside look at the critical link between investing in leaders and building capacity within nonprofit organizations. Attendees will have the opportunity to hear directly from leaders about what investing in nonprofit people looks like in practice, as well as take away day-to-day and long-term strategies applicable to their organizations.


  • Measuring and Communicating Impact: Tools and Tips for Nonprofit Organizations

Tessa Tinkler, Senior Research Associate, and Kim Hunt, Research Associate, The Nonprofit Institute, University of San Diego

Why invest in program evaluation? How do we measure the effectiveness of our programs? How can staff and board members effectively communicate program evaluation findings to various stakeholders and potential funders? How can we make our programs better? Now that we have program evaluation data, what do we do with it? If you’ve ever asked any of these questions, join us as we walk you through the “why” and “how” of process and outcome evaluation using real life applied examples from our nonprofit community.


  • Strategic Fundraising for the Small Shop

Colton Strawser, Doctoral Research Assistant, The Nonprofit Institute, University of San Diego

Small nonprofits can still have big impact; however, sometimes small shops have challenges bringing in all of the funding they need. This session will highlight various tips and tricks for smaller nonprofits to be prepared for grant applications, secure individuals donors, prepare for sponsorship opportunities, and discover ways to think smarter not work harder for the funds needed for effective programming and services.


  • Leadership on Purpose

Zachary Green, Director of Leadership and Diversity Initiatives, The Nonprofit Institute; Professor of Practice, Department of Leadership Studies, University of San Diego

In the nonprofit sector, we pride ourselves on mission-driven intervention on issues that matter. One challenge we may face in our leadership is that this same mission-focused work that is often outward facing may leave us depleted in terms of inner resources. In this highly interactive session, we will pause to reflect and gain perspective on our more personal practices related to our purpose as leaders. Beyond tactical tips and technical techniques to avoid what is routinely called “burnout,” we will, together, explore and seek insights anew on what brought us to nonprofit work in the first place. Our aim is to view and renew ways to address the adaptive challenges and competing commitments that influence our leadership...on purpose.



3:30 Adjournment



Each year, we organize professional development workshops tailored to nonprofits and philanthropy boards. This year, we have placed an emphasis on different aspects of leadership development, as well as topics of critical interest that have been identified in the community. Workshop offerings include:

  • Board Development: Building a Diverse and Inclusive Board
  • Board Development: Legal Basics - Everything a Board Should Know but Forgot to Ask
  • Crisis Management & Reputational Risk: What Every Board Member Should Know
  • Financial: Finance Management - Best Practices in Budgeting, Forecasting, Performance, and Reporting
  • Fundraising: Building a Comprehensive Fundraising Strategy
  • Storytelling: How to Bring Your Mission Alive!

Registration and Discount Information:

Discounts available to

  • Students
  • Alumni
  • Groups (must include at least 3 board members and 1 staff member to qualify)
  • Small Nonprofit Organizations (annual budget <100k).

*Discounts not applicable to Early Bird registration option*

Workshop Selection will be done onsite at the Symposium.

Parking is included with all ticket options.

For more information send your inquiry to: governancesymposium@sandiego.edu



What is the Nonprofit Governance Symposium?

The purpose of the Annual Nonprofit Governance Symposium is to highlight current best practices, lessons learned from the field, and trends in effective nonprofit and philanthropic board leadership, as well as board recruitment and retention. The premise is that governing well is essential for strong nonprofits working efficiently and effectively to address critical needs in our communities. This year, the overarching theme is Leadership Matters. This theme is woven throughout plenaries, seminars and workshops organized around three modes of governance: fiduciary, strategic, and generative.



A SPECIAL THANK YOU TO OUR SPONSORS

STEWARD & KALEIDOSCOPE AWARD RECEPTION SPONSOR

  • Union Bank

STEWARD & LUNCH SPONSOR

  • California Bank & Trust

STEWARD

  • San Diego Business Journal
  • Community Boost Consulting
  • The Westreich Foundation

PARTNER

  • Aldrich CPAs + Advisors, LLP
  • Bank of America
  • CalNonprofits Insurance Service
  • For Purpose Law Group
  • Goldman Sachs Philanthropy Fund
  • Moss Adams LLP
  • Nonprofits Insurance Alliance of California
  • Sempra/SDG&E

SUPPORTER

  • Alliant Educational Foundation
  • The James Irvine Foundation
  • Rancho Mesa
  • Rancho Santa Fe Foundation
  • San Diego Grantmakers
  • Selfie Station
  • Sharp Health Plan
  • YH Advisors

FRIENDS

  • DavisFarr CPAs
  • First Republic Bank
  • Jewish Community Foundation
  • Sonnenberg & Company, CPA

FAQs

How many tickets may I purchase?

You may purchase up to 4 tickets through this registration portal.

Each ticket must have it's own name and email address.

Duplicate names and/or email address will nullify your ticket.

For groups of 5 or more please contact us at governancesymposium@sandiego.edu


What are my transportation/parking options for getting to and from the event?

Parking is included in your registration fee. Directions and Parking information will be provided prior to the event.


How can I contact the organizer with any questions?

Contact us at governancesymposium@sandiego.edu with your questions.


What's the refund policy?

A refund will be given if notified by 5:00 pm on Friday, January 18, 2019. Absolutely no refunds will be given after this date and time.

Is it ok if the name on my ticket or registration doesn't match the person who attends?

Ticket and registration must match. Each name and email must be unique to the individual attending. Using the same name and/or email address will nullify your registration.

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Date and Time

Location

University of San Diego

5998 Alcala Park

San Diego, CA 92110

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Refund Policy

Refunds up to 7 days before event

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