NNFS National Gathering 2019

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Location

Location

Loews Philadelphia Hotel

1200 Market St

Philadelphia, PA 19107

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Refund Policy

Refund Policy

Refunds up to 1 day before event

Eventbrite's fee is nonrefundable.

Sales Have Ended

Ticket sales have ended
Ticket sales for this event have now ended. If you are interested in attending or have any questions, please email fiscalsponsors@gmail.com.
Event description

Description

Join fiscal sponsors from around the country for a dynamic day-and-a-half event, including affinity group discussions, presentations, panels and networking. This is the only national gathering of its kind, where fiscal sponsors come together to share information on fiscal sponsorship practice, and learn from each other and experts in various fields.

THANK YOU to our Gold Sponsor Blackbaud, Inc. and our Silver Sponsor Mutual of America for their support of our event!

***PLEASE NOTE that this event is designed specially for fiscal sponsors to discuss their work, and most breakout sessions and affinity groups will only be open to those practicing fiscal sponsorship and working in the field. If you are a member of the press, an attorney, consultant, vendor, or funder working alongside fiscal sponsors, or you are interested in sponsoring our event, please contact us by email first! We'd love to talk to you about how you can be involved in this event and how we can work together at other times of year, too - please email fiscalsponsors@gmail.com.***



Our goals:

CONNECT with other fiscal sponsors

LEARN from each other

CONTRIBUTE to best practices in the field

LEAVE INSPIRED to return to our organizations with ideas and tools that help our work.

At this event we will discuss:

OUR WORK:

  • Learn and develop best practices through peer knowledge-sharing.
  • Take tools and ideas back to our organizations that help us improve and evolve our fiscal sponsorship work.
  • Build relationships among individuals, creating a community of resources and peers to help support the ongoing process of best-practices development and decrease isolation.

OUR FIELD:

  • Consider "next-practices" and the future of fiscal sponsorship - What does the field of fiscal sponsorship need to move forward? What approaches and resources will help us do the best work?
  • Build relationships among organizations, to help continue the larger conversation about the development of the field, and build support for the field with vendors, funders, projects, the public and other stakeholders.


SCHEDULE: All events take place at the Loews Philadelphia Hotel

Thursday, October 24: 1:00 - 5:30 pm (with optional activites in the morning)

9:00 am - 1:00 pm Optional morning meet-ups, tours and walks, and meet with our event sponsors - more details will be sent to registrants soon

1:00 pm - 1:30 pm Registration and Convening

1:30 pm - 3:00 pm Welcome, Opening Speakers, and Funder Panel (all attendees).

3:00 pm - 5:30 pm Affinity group meetings - Note your top choices on your registration form

5:30 pm - 7:30 pm Welcome Reception/Happy Hour - Meet and greet with your fellow attendees!

Friday, October 25: 8:00 am - 5:00 pm

8:00 am - 9:00 am Networking Breakfast

9:00 am - 9:30 am Welcome and Opening Speakers

9:30 am - 10:30 am Opening Session (all attendees)

10:45 am - 12:00 pm Breakout Session #1

12:00 pm - 1:00 pm Networking Lunch

1:15 pm - 2:30 pm Breakout Session #2

2:45 pm - 4:00 pm Breakout Session #3

4:15 pm - 5:00 pm Closing Session (all attendees)

AGENDA ITEMS AND SCHEDULE ARE SUBJECT TO CHANGE.



LODGING: The NNFS block at the Loews Hotel has been filled, but you can check for any available rooms by calling Loews at 888-575-6397. There are also a number of other hotels with availability nearby in the Center City area, including the Philadelphia Marriott Downtown, located across the street from the Loews (1201 Market St, Philadelphia, PA, 19107, United States, 866-573-4235).

**All reservations are subject to availability hotel cancellation policy.**



This year's gathering will include a range of events and topics, including panels, hosted discussions, networking, interactive learning, and presentations.

THANK YOU in advance to all of our dedicated breakout session leaders and facilitators!

In addition to opening and closing sessions attended by everyone, each breakout block will include several different topics to choose from; no pre-registration is necessary. Please indicate your interest in affinity groups on your registration form.

Affinity group options (Day 1) planned to include: Fiscal Sponsor Leaders of Color, New/Emerging Fiscal Sponsors, Regional Groups by geo region, Arts Fiscal Sponsors, Social Justice Fiscal Sponsors, Finance & Accounting Staff, Program Staff (2 groups), Executive Directors & Senior Management.....and more, based on your role and mission of your organization - please suggest affinity groups on your registration form! We will be adjusting affinity groups based on attendee responses.

Breakout session options (Day 2) will include topics for all experience levels and model types. More details coming soon as we finalize with our session leaders! If you would like to submit a session proposal, please do so here.

  • Fiscal Sponsorship: 6 Ways to Do It Right - Author Presentation and Q&A: Greg Colvin and Stephanie Petit will present their new edition of "Fiscal Sponsorship: 6 Ways to Do it Right", discussing developments they have seen in the field, how the new edition has been updated, and have Q&A with attendees.
  • Human Resources Panel: How can we build equity practices in our organizations? Equity is one of the hottest topics in the non-profit sector. Many organizations struggle to define, let alone embrace and infuse equity into their mission, vison, values, and culture. The Human Resources team plays a vital role in any organization’s equity journey.
    Please join a panel of non-profit HR experts as they discuss the role HR can play in building equity into your organization. The panel will examine pay, advancement, career development, accessibility and recruitment and share best practices for organizational operation and design to support your equity mission and legal duties no matter your size or stage of development. The panel will meet you where your organization stands. You will hear suggestions for what you can do operationally, right now to enhance your organization and its culture, including examination of the latest trends and legal requirements. (Lauren Bence. Proteus Fund // Sandra Higginbotham, UAC // Andrew Levey, Community Partners)
  • Human Resources Q&A: Join the HR professionals from the HR panel earlier in the day for extended Q&A on any HR-related topics! Bring your experiences and questions to discuss with our panelists and other attendees.
  • Risk Management: Good Governance And Management Policies for Fiscal Sponsors: Fiscal sponsorship provides a framework through which projects get the benefit of tax-exempt status and the support of an experienced sponsor organization, while also enjoying some (qualified) autonomy to conduct their day-to-day activities. With that freedom, however, come certain risks for both the fiscal sponsor and the sponsored organization, including potential conflicts of interest, non-compliance with grant requirements, employment issues and, ultimately, threats to a sponsor’s tax-exempt status. In order to mitigate these risks, it is important that the sponsor and project are aligned in their perception of risks and guidelines for permissible activities. This alignment is best accomplished through written policies and procedures that establish common expectations. We will cover common areas of risk from a fiscal sponsor perspective, discuss policies that may help mitigate those risks, and share some best practices implementing policies. (Clarissa Choy and Eric Brown, Legal Counsel, Tides)
  • Finance Systems: Choices and Implementation Approaches: A panel of fiscal sponsors who are in various stages of finance system decision-making and implementations wil share how they approached the process of changing or adding systems, how they made choices, and how they approached the implementation process. What are some of the critical decision-making factors for different fiscal sponsors? When making system choices, how do you balance fiscal sponsorship needs with other needs of your organization? How do you approach staff and project leader training when putting in new systems? (Michael Nagavkar, TSNE MissionWorks // Mamie Funahashi, Community Partners)
  • "Sorry, We Don’t Support Fiscally Sponsored Projects": Fiscal Sponsorship Field Advocacy: There are many funders and vendors that don't understand the value of fiscal sponsorship...yet. An Advocacy task force has formed to determine which of these organizations are most impacting our field, then prioritize and open strategic dialogue to change their view of fiscal sponsorship. This session will invite input from participants, share survey findings and updates as to the Advocacy’s teams progress thus far. (Joel Bashevkin, Tides // Jennifer Hoffman, SEE // Ravi Shah, Community Partners)
  • Hot Topics in Fiscal Sponsorship: A conversation with a lawyer: In this interactive session, we’ll cover a number of current hot legal topics in fiscal sponsorship and then open up the conversation for any follow-up questions you may want to ask. The hot topics will include lobbying activity and tracking, unrelated business income tax rules, preapproved grant relationship (Model C) fiscal sponsorship in the arts, LLC (Model L) fiscal sponsorship, the spinoff of projects to another fiscal sponsor, and 501(c)(4) fiscal sponsorship. Join us for brief discussions of these topics and an opportunity to ask your legal questions. (Erin Bradrick, NEO Law)
  • How to Launch a Model C Fiscal Sponsorship Program for Model A Fiscal Sponsors: At the National Network of Fiscal Sponsors gathering each year, there are often sessions geared toward Model A fiscal sponsors or Model C fiscal sponsors. Some organizations provide both, some mainly focus on Model A and offer some Model C, some are exclusively one or the other. Is your organization providing Model A fiscal sponsorship and would like to expand to provide Model C fiscal sponsorship as well? Is there a need in your community to support both types of projects? This session will guide you through the ins and outs of Model C – what it is, how it is different than Model A, and what your organization needs to do to structure their own Model C program. (Dianne Debicella and Sheri Dunn Berry, Community Partners)
  • Fiscal Sponsorship Intake: What to assess, require, evaluate and confirm: This breakout session will be focused on what fiscal sponsors assess during the intake process of new prospective clients. The format will be panel style, which will include 3 fiscal sponsors of various budget sizes. The facilitator will ask each fiscal sponsor various questions around what their intake process looks like, what they assess & evaluate on, what they require, what risk they're willing to take, and what type of clients they normally partner with. (Drea Aguilar, Tides // Amanda Tompkins, Social Good Fund)

Plus much more! Please stay tuned for more information as we finalize more details for the agenda.

If you have questions about breakout session topics or would like to discuss a proposal, please email fiscalsponsors (at) gmail.com

ALL SESSIONS SUBJECT TO CHANGE.


Date and Time

Location

Loews Philadelphia Hotel

1200 Market St

Philadelphia, PA 19107

View Map

Refund Policy

Refunds up to 1 day before event

Eventbrite's fee is nonrefundable.

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