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When done well, stories are a powerful way to connect. They can drive us to act, build community trust, and create a deeper understanding of our work’s impact. So how do you tell a story well? In this session, Well Done Marketing will help you become a better storytelling organization, walking you through the elements of an amazing story and the best way to share them in presentations, email newsletters, and digital platforms.
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.
Join this panel to consider further potential impacts of issues presented in the keynote given by Jeremy Beer. The major philanthropic reform proposals being considered nationally—the curtailment of donor privacy, increased private foundation payout requirements, restrictions on donor-advised funds, and more—will be discussed. The all-star panel, moderated by IPA President & CEO Claudia Cummings, will provide more context and detail on the proposed reforms, which could threaten endowments and the survival of philanthropy as a whole.
Are you concerned about cybersecurity? Welcome to the club. It is one of the fastest growing concerns in the philanthropy sector. As our world becomes increasingly virtual, it is even more critical to protect donor and organizational information. The pros at Blue & Company will take you through the important issues in cybersecurity and ensure you’re fully prepared to operate safely in today’s virtual environment.