2014 Policy Convention Schedule

10am – 12pm              Morning Finance Workshops

Understanding and Changing Your Business Model in 120 Minutes
Presenter:  
Jan Masaoka, CEO, CalNonprofits
Too often program goals are discussed separately from financial means, although we all know that both must be discussed together. Jan Masaoka will present the methodology for doing so from her book Nonprofit Sustainability: Making Strategic Decisions for Financial Viability. The result is a fresh look at choosing the mix of programs, earned income, and donations that will be sustainable for your organization. 

How to Get Your First Government Grant
Presenters:  
Abby Arnold, Independent Consultant & Professional Grantwriter 
David Giugni, Social Services Manager, City of West Hollywood
Seeking grants from federal and local or state governments is a different animal than finding and applying for grants from foundations.  A professional grant writing expert and a representative from local government will give you all the basics on how to obtain your first government funding: everything from breaking down the barriers and simplifying the process, to explaining why all nonprofits should tap into these important resources.

1pm - 4pm                    Afternoon Compliance Workshops

Nonprofit Insurance Boot camp
Presenters:  
Natalie Garcia, Customer Service Supervisor, CalNonprofits Insurance Services 
Ulises Regalado, Account Manager, CalNonprofits Insurance Services
Nonprofits come in different shapes and sizes and so do their risks and insurance needs. Learn the new trends in risk management, the effect of health care reform on your agency, how to provide benefit plans that attract and keep employees, what insurance you need to protect your board, management and organization against law suits and unexpected events and accidents. Pick up tips to determine what insurance you really need; when it is best to self-insure; and effective shopping strategies to assure the best insurance coverages at the lowest costs.

Hot Topics in Nonprofit Law
Presenters:  
Sarah Stegemoeller, Senior Staff Attorney, Public Counsel
Gene Takagi, Managing Attorney, NEO Law Group
A multi-topic potpourri of legal issues and very practical advice about charitable fundraising, election year challenges for nonprofits, hot-button employment law issues, asset diversion/financial controls, lobbying, unrelated business income issues, social enterprise and social media – just to name a few!   

DAY 2, August 1: Main Convention Day

 “The State of the Nonprofit Sector in California” is this year’s theme.   Be one of the first 300 people in California to see the results of the first-ever statewide research study on the economic and social impact of California’s nonprofits.

8:00am - 9:00am         Registration, Breakfast & Exhibits

Enjoy a continental breakfast; network with exhibitors and colleagues

9:00am - 10:30am       Opening Plenary                                    

Causes Count: The Economic Power of California's Nonprofits
Be among the first to hear the results of the first-ever statewide economic & social impact study and learn about the sector’s scope, activities and the tangible value that nonprofits provide California.
Lead Presenter:
Laura Deitrick, Principal Investigator and Lead Author, University of San Diego
Panelists:
Karen Baker, Chief Service Officer, CaliforniaVolunteers
Tania Ibanez, Senior Assistant Attorney General, Attorney General’s Office
Pete Manzo, President & CEO, United Ways of California
Sarah de Guia, Director of Government Affairs, California Pan-Ethnic Health Network
Moderator:
Irene Wong, Director of Local Grantmaking, David and Lucile Packard Foundation

10:45am – 11:45am    Morning Breakout Sessions

How To Build a Nonprofit Policy Coalition
There’s power in numbers. Boost your advocacy efforts by working together in coalitions. Learn from skilled coalition-builders across different sectors about how creating alliances can work for your cause.
Panelists:
Peter Comiskey, Executive Director, Balboa Park Cultural Partnership
Marqueece Harris-Dawson, President & CEO, Community Coalition
Karin Wang, VP of Programs and Communications, Asian Americans Advancing Justice
Moderator:
Latonya Slack, Principal and Founder, Slack Global Consulting

An Agenda with Philanthropy: Funding Marginalized Communities
Causes Count shows that California’s nonprofit resources and programs are not distributed evenly.  Learn about how both funders and nonprofit leaders can use these findings to better support their work.
Panelists:
Hardy Brown II, Executive Director, Black Voice Foundation
Maria Cabildo, Executive Director, East LA Community Corporation
Tim Little, CEO, Rose Foundation for Communities and the Environment
Moderator:
Sandra Flores, Senior Program Officer, Fresno Regional Foundation

Meet the Study Authors
Interested in learning more about Causes Count?  Have specific questions about the state of the sector in your neck of the woods?  Attend this session to take a deeper dive into this groundbreaking research and meet the authors one on one.
Panelists:
Laura Deitrick, Principal Investigator and Lead Author, University of San Diego 
Jon Durnford, Affiliated Scholar, National Center for Charitable Statistics 
Janet Camarena, Director, The Foundation Center – San Francisco 
Moderator:
Jocelyn Guihama, Executive Director, Center for Civil Society

11:45am – 12:30pm    Lunch & Exhibits

CalNonprofits Annual Report to Membership

12:30pm – 1:30pm      Keynote Address

Judy Belk
President and CEO
The California Wellness Foundation

1:45pm – 2:45pm        Afternoon Breakout Sessions

Changing the Narrative on Overhead
Learn how nonprofit overhead is an issue that plays itself out in several dimensions: proposed legislation limiting it, the reluctance of foundations to fund it, and the failure of so many government contracts to pay for the full costs of the programs they fund. 
Panelists:
Ken Berger, President & CEO, Charity Navigator
Tim Delaney, President & CEO, National Council of Nonprofits
Norma Mtume, CFO & COO, SHEILDS for Families
Moderator:
Fred Ali, President & CEO, Weingart Foundation

Nonprofit Messaging: What We Say Matters
Causes Count reveals that the general public doesn’t always understand the nonprofit sector.  Listen to media and communications experts discuss how we can talk more effectively about what we do.
Panelists:
Robert Egger, Founder and President, LA Kitchen
Jeff McDonald, Reporter, San Diego Union Tribune
Moderator:
Katie Kleinsasser, Director of Communications, CalNonprofits

How to Influence the State Budget 
You have a role in the state budget. Discuss the key aspects of the budget and its relationship to your bottom-line.  Hear from experts about how to get your voice heard in Sacramento.
Panelists:
Vanessa Aramayo, Executive Director, California Partnership
Ignacio Hernandez, Founder, Hernandez Strategy Group
Anthony Wright, Executive Director, Health Access California
Moderator:
Kris Lev-Twombly, Director of Public Policy, CalNonprofits

3:00pm – 4:00pm         Plenary Debate

Benefit Corporations, L3Cs, and Social Enterprise: Invigorating or Undermining the Nonprofit Sector?
Hear key thought leaders in a lively debate about what these new business models mean for us all – and pick a winner in the end!
Debaters:
Rick Cohen, National Correspondent, Nonprofit Quarterly
Cecily Jackson-Zapata, Founder, Sustainable Law Group
Paul Vandeventer, President & CEO, Community Partners
Laura Zucker, Executive Director, LA County Arts Commission
Moderator:
Geoff Green, Executive Director, The Fund For Santa Barbara

4:00pm                            Close