July 13-15 - Westin Book Cadillac - Detroit, MI

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Thursday, July 13, 2017

7:30am - 1:00pm

Registration Open at Westin Book Cadillac

7:30 - 8:30am

Executive Committee

8:45 - 9:45am

Committees: Marketing | Membership | Program & Education | Resource Development

10:00 - 11:00am

Giving USA Foundation Board

11:00am - 12:00pm

Giving Institute Board

12:00 - 12:30pm

Giving Insitute Annual Meeting

Afternoon programming and reception will take place at the Detroit Institute of Arts
Bus transportation from Westin Book Cadillac leaves at 1:15pm

1:45 - 2:00pm

Welcome to Summer Symposium
Symposium Chairs:
Cedric Richner, Co-Founder and President, Richner & Richner
Laura MacDonald, President, Benefactor Group

2:00 - 3:15pm

Managing Transition: How to Sustain Growth and Manage Succession
Moderator: Brenda Asare, President and CEO, The Alford Group

Panelists:
Michelle Anderson, Managing Partner for Boston Consulting Group Detroit
Jeff Caponigro, President and CEO of Caponigro Public Relations Inc.
Philip E. Ross, Chief Operating Officer of Clark Hill, PLC
Ray Telang, Automotive Leader & Detroit Managing Partner, Pricewaterhouse Coopers

Description:
Several industries are on the cusp of a major change as baby boomers prepare to retire. The issue of succession planning is critical to an organization’s continued growth and prosperity. This panel will feature several individuals with extensive experience managing and running professional services firms that take succession planning seriously. Our experts will share ideas, like term limits, that force you to think through succession planning from the start and share strategies for developing the next generation of leaders.
Description:
Several industries are on the cusp of a major change as baby boomers prepare to retire. The issue of succession planning is critical to an organization’s continued growth and prosperity. This panel will feature several individuals with extensive experience managing and running professional services firms that take succession planning seriously. Our experts will share ideas, like term limits, that force you to think through succession planning from the start and share strategies for developing the next generation of leaders.

3:15 - 3:30pm

Networking Break

3:30 - 4:15pm

A Grand Future:
The Detroit Institute of Arts’ Role in Detroit’s Emergence from
Bankruptcy

Panelists:
Salvador Salort-Pons, Detroit Institute of Arts Director
Eugene A. Gargaro, Jr., DIA Board Chair

Description:
Detroit Institute of Arts’ Director Salvador Salort-Pons will engage DIA Board of Directors Chair Eugene A. Gargaro Jr. in a discussion about the Grand Bargain and the DIA’s role in helping Detroit emerge from bankruptcy. The DIA, with the support of corporations, foundations and individuals, joined a unique consortium of major foundations and the State of Michigan as a key partner in the historic $816 million “Grand Bargain” in 2014. This unprecedented collaboration permitted the City of Detroit to successfully conclude its bankruptcy proceedings in just 18 months, protected the pensions of City workers from the drastic cuts originally proposed; and, ensured that the irreplaceable treasures of the Detroit Institute of Arts were secured from claims to sell the collection to satisfy municipal creditors. Discover how this historic agreement set the stage for the museum’s future.
Description:
Detroit Institute of Arts’ Director Salvador Salort-Pons will engage DIA Board of Directors Chair Eugene A. Gargaro Jr. in a discussion about the Grand Bargain and the DIA’s role in helping Detroit emerge from bankruptcy. The DIA, with the support of corporations, foundations and individuals, joined a unique consortium of major foundations and the State of Michigan as a key partner in the historic $816 million “Grand Bargain” in 2014. This unprecedented collaboration permitted the City of Detroit to successfully conclude its bankruptcy proceedings in just 18 months, protected the pensions of City workers from the drastic cuts originally proposed; and, ensured that the irreplaceable treasures of the Detroit Institute of Arts were secured from claims to sell the collection to satisfy municipal creditors. Discover how this historic agreement set the stage for the museum’s future.

4:15 - 6:00pm

Tour of the Detroit Institute of Arts

6:00 - 7:30pm

Cocktail Party and Welcome Reception


 
Friday, July 14, 2017

8:30 - 9:30am

Breakfast Roundtables
Facilitators:
Avrum Lapin, President, The Lapin Group, LLC
Bill McMorran, Senior Partner and Planned Giving Consultant, Green Oak Consulting Group

9:30 - 10:45am

Flint Water Crisis and the Role of Philanthropy
Panelists:
Mona Hanna-Attisha, MD, MPH, Pediatrician, Hurley Children's Hospital and Michigan State University
Chris Kolb, President of Michigan Environmental Council
Tonya Allen, President and CEO of the Skillman Foundation

Description:
Increasingly, philanthropy has played a vital role in addressing important social issues when municipalities have failed. In 2014, due to insufficient water treatment, over 100,000 residents of Flint, Michigan were potentially exposed to high levels of lead in their drinking water. A panel discussion on the Flint Water Crisis will look back at the tragedy and the role of private/public partnerships in developing solutions. Panelists include Dr. Mona Hanna-Attisha, the Flint physician and key whistleblower revealing that Flint children had been exposed to dangerous levels of lead; Chris Kolb, President of the Michigan Environmental Council and co-chair of the Flint Water Taskforce; and a foundation representative from one of several that contributed over $125 million to help Flint residents recover and rise from the crisis.
Description:
Increasingly, philanthropy has played a vital role in addressing important social issues when municipalities have failed. In 2014, due to insufficient water treatment, over 100,000 residents of Flint, Michigan were potentially exposed to high levels of lead in their drinking water. A panel discussion on the Flint Water Crisis will look back at the tragedy and the role of private/public partnerships in developing solutions. Panelists include Dr. Mona Hanna-Attisha, the Flint physician and key whistleblower revealing that Flint children had been exposed to dangerous levels of lead; Chris Kolb, President of the Michigan Environmental Council and co-chair of the Flint Water Taskforce; and a foundation representative from one of several that contributed over $125 million to help Flint residents recover and rise from the crisis.

10:45 - 11:00am

Networking Break

11:00am - 12:15pm

LIVE WEBCAST: Tax Policy and Other Changes in the Wind

 Webcast Registration »

Moderator:
Jon Biederman, Vice President of DonorPerfect

Panelists:
Suzanne T. Allen, Ph.D., President and CEO of Philanthropy Ohio
Jeffrey Byrne, Chair, The Giving Institute
Robert Collier, President & CEO, Michigan Council on Foundations
Sally Ehrenfried, Senior Manager, Philanthropy and Volunteer Engagement, Blackbaud

Description:
Over the last few years, the nonprofit sector (organizations and foundations) has seen an increased level of interest on the part of elected officials, particularly on the federal level, in public policy and legislative issues impacting the sector. These issues range from the charitable tax deduction, to foundation and donor advised fund “pay out”, to PILOTs or other use taxes at the state or municipal level. This moderated panel discussion will take a look at current issues of importance to the sector and how the sector can educate legislators on the impact.
Description:
Over the last few years, the nonprofit sector (organizations and foundations) has seen an increased level of interest on the part of elected officials, particularly on the federal level, in public policy and legislative issues impacting the sector. These issues range from the charitable tax deduction, to foundation and donor advised fund “pay out”, to PILOTs or other use taxes at the state or municipal level. This moderated panel discussion will take a look at current issues of importance to the sector and how the sector can educate legislators on the impact.

12:15 - 6:00pm

Free Time in Detroit & Henry Ford Museum Tour

7:00pm

Dine Arounds


 
Saturday, July 15, 2017

8:30 - 9:30am

Breakfast Roundtables
Facilitators:
Avrum Lapin, President, The Lapin Group, LLC
Bill McMorran, Senior Partner and Planned Giving Consultant, Green Oak Consulting Group

9:30 - 10:45am

Challenging the Status Quo: How Fundraising Counsel Could Have a Greater Impact
Panelists:
Ellen Bristol, President of Bristol Strategy Group
Bill Tedesco, CEO of DonorSearch
Jason Tharpe, COO of Delta Waterfowl

Description:
These are uncertain times. The government has retreated from funding which will affect much of the nonprofit sector. It is incumbent on the industry to be cognizant. It is important for us as nonprofit professionals to help nonprofits be efficient in these times of uncertainty. Ellen Bristol from the Bristol Strategy Group is partnering will Bill Tedesco from Donorsearch and Jason Thorpe of Delta Waterfowl to present a session on how you can increase your impact with your major gifts strategy with effective benchmarks, measurement, and the strategic use of technology. Jason Thorpe is a mutual client of Bristol Strategy Group and Donorsearch and will speak to how the organization increased major gifts by 30% by using the Leaky Bucket Assessment and tools provided by Bristol Strategy Group and Donorsearch.
Description:
These are uncertain times. The government has retreated from funding which will affect much of the nonprofit sector. It is incumbent on the industry to be cognizant. It is important for us as nonprofit professionals to help nonprofits be efficient in these times of uncertainty. Ellen Bristol from the Bristol Strategy Group is partnering will Bill Tedesco from Donorsearch and Jason Thorpe of Delta Waterfowl to present a session on how you can increase your impact with your major gifts strategy with effective benchmarks, measurement, and the strategic use of technology. Jason Thorpe is a mutual client of Bristol Strategy Group and Donorsearch and will speak to how the organization increased major gifts by 30% by using the Leaky Bucket Assessment and tools provided by Bristol Strategy Group and Donorsearch.

10:45 - 11:00am

Networking Break

11:00am - 12:30pm

A Case Study in Developing a Talent Pipeline: U of M's D-SIP Program
TBD

Description:
DOUBLE SESSION Part 1: Building a Strong Team from the Ground Up
Our firms—and our clients—cite human resources as one of the greatest challenges. How can we find and keep talented staff members in a competitive environment, without succumbing to unsustainable salary escalations? How can we keep our staff happy and productive? And how can we harness the strength of diversity? These sessions will offer a case study from the University of Michigan’s talent development strategies, and provide specific skills and tactics that we can all employ to keep our firms and our client organizations strong.
Description:
DOUBLE SESSION Part 1: Building a Strong Team from the Ground Up
Our firms—and our clients—cite human resources as one of the greatest challenges. How can we find and keep talented staff members in a competitive environment, without succumbing to unsustainable salary escalations? How can we keep our staff happy and productive? And how can we harness the strength of diversity? These sessions will offer a case study from the University of Michigan’s talent development strategies, and provide specific skills and tactics that we can all employ to keep our firms and our client organizations strong.

12:30 - 2:00pm

Networking Lunch

2:00 - 3:15pm

The Case for Diversity
Presenter:
Kat Walsh, Director, Student Engagement of the University of Michigan

Description:
DOUBLE SESSION Part 2: Building a Strong Team from the Ground Up
Our firms—and our clients—cite human resources as one of the greatest challenges. How can we find and keep talented staff members in a competitive environment, without succumbing to unsustainable salary escalations? How can we keep our staff happy and productive? And how can we harness the strength of diversity? These sessions will offer a case study from the University of Michigan’s talent development strategies, and provide specific skills and tactics that we can all employ to keep our firms and our client organizations strong.
Description:
DOUBLE SESSION Part 2: Building a Strong Team from the Ground Up
Our firms—and our clients—cite human resources as one of the greatest challenges. How can we find and keep talented staff members in a competitive environment, without succumbing to unsustainable salary escalations? How can we keep our staff happy and productive? And how can we harness the strength of diversity? These sessions will offer a case study from the University of Michigan’s talent development strategies, and provide specific skills and tactics that we can all employ to keep our firms and our client organizations strong.

3:15 - 3:30pm

Networking Break

3:30 - 4:15pm

Navigating the “New” Charitable Landscape: A Practical Guide for the Savvy NPO
Presenters:
Matt Nash, SVP Marketing and Client Experience of Fidelity Charitable
Ben Golding, COO of Advancement Resources

Description:
The landscape for solving social problems is changing and as part of this broadening view, giving is evolving as well. Transparency, technology and evolving attitudes towards wealth are driving these new approaches, and donors have evolving expectations of their giving and nonprofit recipients. Based on recent research among more than 3,200 people who itemize charitable giving on their tax returns, we’ll explore how donors' personal giving has evolved and what the future of philanthropy might look like based on changing perceptions and generational shifts – and how non-profits can adapt.
Description:
The landscape for solving social problems is changing and as part of this broadening view, giving is evolving as well. Transparency, technology and evolving attitudes towards wealth are driving these new approaches, and donors have evolving expectations of their giving and nonprofit recipients. Based on recent research among more than 3,200 people who itemize charitable giving on their tax returns, we’ll explore how donors' personal giving has evolved and what the future of philanthropy might look like based on changing perceptions and generational shifts – and how non-profits can adapt.

4:15 - 4:30pm

Closing Comments
Symposium Chairs:
Cedric Richner, Co-Founder and President, Richner & Richner
Laura MacDonald, President, Benefactor Group

6:00pm

Closing Event