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Many organizations have been affected by the Great Resignation. John Qualls, founder of Purpose HQ, will lead you through the macro trends that brought us to this workforce challenge. You’ll complete an exercise to take stock of any “purpose gaps” that you or your organization may have, leaving the session with knowledge that can help align your purpose with roles and mission.
Organizations with active boards tend to be highly effective. Learn how to engage your board of directors with evidence-based practices from Bill Stanczykiewicz, no stranger to boards in his long career in the public, private, and philanthropic sectors. Examples from fellow IPA members, including the Huntington County Community Foundation and Don Wood Foundation, will show you how to put those practices into action at your foundation.
Take a full-circle look at Mission Align 360, a process to examine organization’s capital from every vantage point—human, financial, and philanthropic—to strengthen mission alignment and maximize impact. While the approach doesn’t suggest that 100% of an organization’s assets must always be optimally aligned, it does provide a framework to thoughtfully and diligently consider how an organization’s capitol pools are deployed on a regular basis. This session takes you through case studies to see how Mission Align 360 is used in practice.
Foundation and endowment portfolio management takes significant time and effort. Whether your organization uses external investment consultants or internal committees to handle the funds, portfolio decisions must be made with care. Investment/finance committee members are fiduciaries and thus are responsible for key policy and portfolio management decisions. This panel consists of three committee chairs and an investment consultant discussing effective committee best practices, and you will leave with plenty of knowledge that is relevant to other committees, too.
Auditing doesn’t have to be painful—really. Accounting firm CapinCrouse will provide you with strategies to manage the external auditing process and show you concrete steps to achieve a pain-free audit relationship with the firm looking over your books. They will also apprise you of upcoming changes in auditing standards and their best-practice suggestions for effective implementation.
No matter your role or experience there are always opportunities to lead. Join the founder of Accent On Business, Ellen Dunnigan, to discover how to step into your own leadership, manage up, and thrive in your current role by being both intentional and influential.
In these times of widespread divisions over issues, it can be hard to get people to care about your issue in a way that resonates and drives them to act—but it’s far from impossible. Join Francesca Jarosz Brady, strategic communications extraordinaire, to learn the process her firm, VOX Global, uses to get into the hearts and minds of audiences. Using case studies from her work with Indiana organizations, she will provide you a playbook in how to reach the right audience and develop messages that cut through the noise.
The ESG (Environmental, Social, and Governance) landscape is changing. This interactive panel discussion will dive into the basics of ESG as a set of standards for a company's behavior used by socially conscious investors and explore ESG investing specifically in greater detail. Professionals from Goelzer Investment Management will share their experiences relating to best practices for incorporating ESG into your portfolio as well as your organization; what your donors are really trying to accomplish; and how you can take strategic advantage of ESG within your organization.
Examine Agency Funds —both the development opportunities they provide and the complexities in managing them—in this interview-style session featuring experts and practitioners. While these funds can build community capacity and engage new donors, there is also the potential for problems if your organization lacks proper accounting procedures and recordkeeping. You’ll leave the session with a better understanding of how to avoid those pitfalls and maximize the benefits of these important tools.
It's no secret that America is experiencing a period of toxic division. Although most funders seek to find common ground on complex community issues, is coming together even possible in these times? PACE's Kristin Cambell will show you the role philanthropy can play in combating polarization and dehumanization and creating better social cohesion, civility, and pluralism.
Live the role of a digital navigator and see how philanthropy can be a catalyst for digital access in grade-level reading, public housing authorities, telehealth/teletherapy, seniors, veterans and local technology strategic plans. Cheri Coryea, respected consultant for The Patterson Foundation, will share cookies and a recipe—for how ‘More than Money Philanthropy’ can advance digital access for all in your community.
This lively and hands-on discussion will examine the intersection of social impact and business results. Attendees will walk away with a better understanding of how and why social impact drives business results, how ESG is impacting corporate philanthropy, and how collaboration between businesses and grantmakers can create value for all stakeholders.
Addressing affordable housing and substandard housing issues often come with complications that slow progress. Learn how the Healthcare Foundation of LaPorte took on a leadership role in affordable housing and created the path to change. This session will discuss approaches to generating board engagement, the development of a comprehensive housing plan, and the establishment of a dedicated housing committee.