Schedule

angle-banner-Sched
With dozens of thought-provoking sessions featuring more than 100 speakers, creative networking opportunities, and immersive cultural events, you’ll leave the conference with a stimulated mind and a fresh perspective. Some session topics or titles could change – and more will be added – so check back here for the latest updates.

Schedule at a Glance

9:00am-5:30pm Public Policy Action Institute
6:00-8:00pm NGen Poolside Welcome Reception
8:30am-12:30pm Public Policy Action Institute
8:30am-12:30pm NGen Plenary and Luncheon
12:00-1:30pm Opening of the Innovations Pavilion
12:10-12:30pm Innovations Pavilion presentation by Public Connections/Impactism.com
2:00-3:30pm Plenary: Thread by Thread - Creating a Better World Together
3:30-4:00pm Visit the Innovations Pavilion
3:35-3:55pm Innovations Pavilion presentation by 501(c) Agencies Trust
4:00-5:30pm Breakout Sessions
6:30-9:00pm Host Reception
7:30-8:30am Independent Sector Annual Business Meeting
8:30-9:00am Visit the Innovations Pavilion
9:00-10:30am Plenary: Red, White, and on the Brink
11:00am-12:30pm Breakout Sessions
12:30-1:30pm Networking Lunch at the Innovations Pavilion
2:00-3:30pm Breakout Sessions
3:30-4:00pm Visit the Innovations Pavilion
4:00-5:00pm Connections and Ignition Sessions
5:15-6:15pm Networking Reception
6:15-10:00pm Deep Dive Excursions
8:30-10:-00am Breakout Sessions
10:00-10:30am Visit the Innovations Pavilion
10:30-11:30am Connections and Ignition Sessions
11:30am-12:00pm Visit the Innovations Pavilion
12:00pm-1:30pm Gardner Awards Luncheon

Sessions



October 26, 2015

PPAI Kick-off

9:00 AM – 9:10 AM

Join us in kicking-off the 2016 Public Policy Action Institute.

Session Category :  PPAI 



Click for more information on 'PPAI Kick-off'

The Future of Independent Sector’s Public Policy Work

9:10 am – 10:10 am

Independent Sector’s new mission “envision(s) a world of engaged individuals, robust institutions, and vibrant communities working together to improve lives and the natural world, and strengthen democratic societies.” Hear from leaders on the IS Board and other key stakeholders about our new direction and the implications for our policy work.

The session is part of the Public Policy Action Institute pre-conference program. Additional registration is required.

Session Category :  PPAI 



Click for more information on 'The Future of Independent Sector’s Public Policy Work'

Advocate-Artist Partnerships

10:20 am – 11:20 am

Policy advocates and artists may seem to be…very different kinds of people. But at crucial moments in history, artists and advocates have joined to create shared cultural experiences that ignite social change and remake the world.

Artists can tap into new audiences and connect deeply with them. On the other hand, advocates can give artists’ ideals a strategic framework and real-world results. In this session, learn how advocates in the charitable sector have partnered with visual artists, musicians, and writers to communicate crucial issues in a way that engages audiences and builds visions of a better future.

The session is part of the Public Policy Action Institute pre-conference program. Additional registration is required.

Session Category :  PPAI 



Click for more information on 'Advocate-Artist Partnerships'

Understanding Nonprofit Tools in the Policy Tool Box

11:35 am – 12:35 pm

Social good is a nonpartisan goal. Policymakers and candidates anywhere on the political spectrum can support policies that promote the ability of nonprofits to pursue their missions. From issue advocacy to candidate forums, this session will explore the complete array of tools that you can use to win policymakers or candidates as champions for social good, while staying inside the legal and political boundaries for 501(c)(3) and 501(c)(4) organizations.

The session is part of the Public Policy Action Institute pre-conference program. Additional registration is required.

Session Category :  PPAI 



Click for more information on 'Understanding Nonprofit Tools in the Policy Tool Box'

Advocacy-First Engagement

11:35 am – 12:35 pm

Many prospective donors and volunteers are ready to engage in issue advocacy before they’re ready to give money or volunteer. Hear about how organizations like Freedom to Marry and the American hospital industry use advocacy as the first stage in a long-term relationship with supporters, which eventually leads to fundraising, volunteering, and other more substantive actions in support of their cause. Learn how to apply advocacy-first strategies to convert prospects into lifelong supporters faster and more effectively, and how to better integrate advocacy into your long-term engagement strategy.

The session is part of the Public Policy Action Institute pre-conference program. Additional registration is required.

Session Category :  PPAI 



Click for more information on 'Advocacy-First Engagement'

Networking Lunch

12:45 PM – 1:45 pm

Share your thoughts on the morning sessions and your most exciting policy projects with colleagues over lunch.

Session Category :  PPAI 



Click for more information on 'Networking Lunch'

Making Social Good a Top Issue in 2016

2:00 pm – 3:00 pm

2016 is coming. The winds of change are blowing. Will you fight them? Or ride them? Join your colleagues in the charitable sector in developing a strategy to ensure that our issues are front-and-center in campaigns across the country. In this session, you’ll learn how to work with your peers to ensure that your mission and sector-wide issues are priorities for campaigns at the local, state, and federal levels.

The session is part of the Public Policy Action Institute pre-conference program. Additional registration is required.

Session Category :  PPAI 



Click for more information on 'Making Social Good a Top Issue in 2016'

Partisan Points: Messaging to Each Side of the Aisle

2:00 pm – 3:00 pm

Winning over candidates or elected officials require nonprofits to build support on both sides of the aisle. However, each party relies on different ideas, metaphors, and frameworks when evaluating public policy.

Hear from experts about research that will help you create targeted messages specifically for Republican and Democratic audiences.

The session is part of the Public Policy Action Institute pre-conference program. Additional registration is required.

Session Category :  PPAI 



Click for more information on 'Partisan Points: Messaging to Each Side of the Aisle'

Challenging the Overhead Myth

3:15 pm – 4:15 pm

Overhead is a necessary function of all organizations. Yet, in recent years, overhead has transitioned from an accounting tool to a proxy measure of a nonprofit’s quality. The public perception is that lower overhead always is better.

Hear from experts about how this type of “nonprofit starvation cycle” is depriving charities of the resources and flexibility they need to best serve their communities. Then, let’s put our heads together and come up with a plan to confront the misperception policymakers, donors, grant-makers, and media have about the role of overhead in a nonprofit organizations.

The session is part of the Public Policy Action Institute pre-conference program. Additional registration is required.

Session Category :  PPAI 



Click for more information on 'Challenging the Overhead Myth'

Nonprofit Votes Count

4:25 pm – 5:20 pm

What’s the most direct way to win a lawmaker’s ear? Share how many engaged voters your organization represents.

In this session, hear from experts how voter engagement directly influences your organization’s advocacy and learn strategies to seamlessly incorporate voter engagement strategies into your current work to strengthen your organization’s voice among lawmakers. Hear how, in the swing state of Florida, state election laws impacted nonprofits’ ability to engage lawmakers and achieve long-term policy change.

The next time you meet with your lawmakers, go beyond making the most convincing arguments—go prepared to tell about your voting army of engaged employees, volunteers, partners, and constituents.

The session is part of the Public Policy Action Institute pre-conference program. Additional registration is required.

Session Category :  PPAI 



Click for more information on 'Nonprofit Votes Count'

PPAI Networking Reception

5:30 PM – 6:30 pm

As the sun sets on day one of PPAI, join us to network with other sector leaders and advocates.

Session Category :  PPAI 



Click for more information on 'PPAI Networking Reception'

NGen Poolside Welcome Reception

6:00 PM-8:00 PM

The NGen Experience, for conference attendees 40 and under, kicks off the evening before the official opening of Embark with a private poolside reception. Featuring music, a mojito tasting, salsa lessons, and, of course, networking, the reception is the perfect way for NGeners to get a taste of Miami while getting to know new colleagues.

Note: This session is part of the NGen Experience pre-conference program, which can be added on to your registration during checkout. Already registered? Click here to add this program.

Session Category :  Embark  NGen Experience 



Click for more information on 'NGen Poolside Welcome Reception'

October 27, 2015

Breakfast and Networking

7:30 AM – 8:00 AM

Get your day off to a great start. Pick up a muffin and a few business cards at breakfast with fellow PPAI attendees.

Session Category :  PPAI 



Click for more information on 'Breakfast and Networking'

NGen Coffee and Conversation

8:00 AM – 9:00 AM

Prior to the morning’s sessions, NGeners can connect with each other over a cup of coffee in the NGen Lounge. The lounge is a dedicated space, open throughout Embark, where NGeners can relax, relate, and recharge.

Note: This session is part of the NGen Experience pre-conference program, which can be added on to your registration during checkout. Already registered? Click here to add this program.

Session Category :  Embark  NGen Experience 



Click for more information on 'NGen Coffee and Conversation'

Overcoming Policy Barriers Workshop

8:00 am – 9:00 am

Facing specific barriers to achieving your public policy goals? Not to worry. Your peers, armed with a wealth of expertise, are ready to provide you with strategies and recommendations to help you tackle your challenges and get back on the path to success.

The session is part of the Public Policy Action Institute pre-conference program. Additional registration is required.

Session Category :  PPAI 



Click for more information on 'Overcoming Policy Barriers Workshop'

Helping your Community Flourish as the Well Runs Dry

8:00 am – 9:00 am

Public sector budgets are being slashed. Governments are offering less and less crucial funding for nonprofits, stretching service delivery to its breaking point while driving up demand for nonprofit services. Here comes the one-two punch: now many governments are looking at nonprofits as a source of revenue.

In this session, hear how experts in our field are coping with falling budgets using a two-pronged strategy: pushing back against funding cuts and fighting off attempts to collect revenue from nonprofits through payments-in-lieu-of-taxes (PILOTs) and other vehicles.

The session is part of the Public Policy Action Institute pre-conference program. Additional registration is required.

Session Category :  PPAI 



Click for more information on 'Helping your Community Flourish as the Well Runs Dry'

Leveraging Grassroots Movements to Achieve Long-term Change

9:15 AM – 10:45 AM

The civil rights movement didn’t remake America overnight. In fact, the events of this decade show that its work isn’t finished. How can you capture the zeitgeist today? How can you keep your coalition engaged over the long years necessary to achieve permanent social change?

In this session, learn how past civil society leaders collaborated with spontaneous grassroots movements to create sustained, long-term advocacy campaigns that survive apathy and quotidian politics to achieve lasting change.

Note: This session is part a of both the NGen Experience and Public Policy Action Institute pre-conference programs, which can be added on to your registration during checkout. Already registered? Click here to add this program.

Session Category :  Embark  NGen Experience  PPAI 



Click for more information on 'Leveraging Grassroots Movements to Achieve Long-term Change'

Advocacy Forward: Demystifying Policy Advocacy as a Grantmaking Strategy

9:30 am – 11:30 am

Advocacy is the single most effective strategy to achieve social impact. Yet there’s a tendency to avoid advocacy as a grantmaking strategy. In this interactive session we will explore challenges and opportunities behind the gap that exists between the possibilities that advocacy affords as a grantmaking strategy and the reluctance of philanthropic organizations to embrace it.

Pre-registration for this session is required and there is a small registration fee; please visit Florida Philanthropic Network’s website here to register.

Presented by Florida Philanthropic Network

Session Category :  Breakout  Embark 



Click for more information on 'Advocacy Forward: Demystifying Policy Advocacy as a Grantmaking Strategy'

Newcomer’s Kickoff

10:30 am – 12:00 pm

The kickoff is designed for first-time conference goers and new IS members. Join other newcomers, leaders within the IS community, and IS staff for this opportunity to get a jump start on the conference and make meaningful connections. Come for light refreshments and networking starting at 10:30 a.m. The formal presentation will begin at 11:00 a.m., with insights about how to get the most out of the conference and a discussion of how to best leverage the IS coalition in your own work.

Session Category :  Embark 



Click for more information on 'Newcomer’s Kickoff'

Federal Policy Forecast for the Nonprofit Sector

11:00 am – 11:55 am

What’s on the horizon for federal policy in 2016 and beyond? From comprehensive tax reform to new IRS regulations on political activity for tax-exempt groups to the fate of crucial giving incentives on the Hill, experts will share a brief overview of the major challenges and opportunities looming in the new year.

The session is part of the Public Policy Action Institute pre-conference program. Additional registration is required.

Session Category :  PPAI 



Click for more information on 'Federal Policy Forecast for the Nonprofit Sector'

NGen Luncheon: Next Generation Leaders in Social Justice Movements

11:15 AM – 1:00 PM

The pursuit of social justice requires strength of heart and character. It is filled with triumphs and setbacks and is often times led by next generation leaders. Hear from next generation leaders involved in local and national social justice campaigns in the areas of immigration, criminal justice, civil rights and the environment. Learn about and discuss the joys and pains, hopes and fears and lessons learned fighting for social justice as a next generation leader.

Note: This session is part of the NGen Experience pre-conference program, which can be added on to your registration during checkout. Already registered? Click here to add this program.

Session Category :  Embark  NGen Experience 



Click for more information on 'NGen Luncheon: Next Generation Leaders in Social Justice Movements'

Forward March: Developing an Advocacy Strategy for 2016

11:55 am – 12:30 pm

Now, it’s all up to you. Work alongside your peers in roundtable discussions to help build an advocacy strategy for 2016. Set the top priorities, chart a path to the halls of power, and plan how we’ll organize local, state, and federal coalitions to help set the strategy in motion on all fronts.

The session is part of the Public Policy Action Institute pre-conference program. Additional registration is required.

Session Category :  PPAI 



Click for more information on 'Forward March: Developing an Advocacy Strategy for 2016'

Introducing IMPACTism – The online philanthropy portal designed for the greater good

12:10 pm – 12:30 pm

Just launched with 1/2 million nonprofits listed, IMPACTism.org is committed to advancing public engagement, social responsibility, and strategic philanthropy in the digital age.

Presented by IMPACTism.org

Speaker: David Hall, Chief Operating Officer, IMPACTism.org
ImpactismPavilion

Session Category :  Embark  Pavilion Presentations 



Click for more information on 'Introducing IMPACTism – The online philanthropy portal designed for the greater good'

.ORG, .NGO, and .ONG: Which is right for your organization?

12:40 pm – 1:00 pm

2015 marks the 30th Anniversary of the .ORG domain – the most trusted domain on the Internet. This year will also be recorded in domain history as the year the new .NGO and .ONG domains were launched worldwide. Only available to legally validated NGOs, nonprofits, and charities, this presentation will help you understand how the functionality of the new domains differ from .ORG. The presentation will illuminate whether your organization should register the new domains and once registered, how to use the new domains to build your organization’s online brand.

Presented by Public Interest Registry

Speaker: Heather Mansfield, Founder of the Nonprofit Tech for Good blog and author of the best-selling books Mobile for Good and Social Media for Social Good
PRIPavilion

Session Category :  Embark  Pavilion Presentations 



Click for more information on '.ORG, .NGO, and .ONG: Which is right for your organization?'

State Charity Registration Made Easy

1:10 pm – 1:30 pm

SimpleCharityRegistration.com makes it easy and affordable for nonprofits to manage the arduous annual state registration process and remain compliant with state regulations. No more dozens of manila folders on your desk, a sea of extension letters and deadlines that don’t match with your federal filings. Simple Charity Registration, like TurboTax, determines which states you need to register with, asks the right questions, fills out all your forms and provides simple filing instructions.

Presented by SimpleCharity Registration

Speaker: Culin Tate, co-founder of SimpleCharityRegistration.com

SimpleCharityPavilion

Session Category :  Embark  Pavilion Presentations 



Click for more information on 'State Charity Registration Made Easy'

Thread by Thread: Creating a Better World Together



2:00 pm – 3:30 pm

We live in a dynamic world that moves at lightning speed. If the social good space is to thrive in coming years, we must work together to transform today’s challenges into tomorrow’s opportunities. In 2015, Independent Sector launched an extensive series of community conversation called “Threads” to explore our collective ability to solve the world’s greatest problems in coming years. We not only examined trends shaping our work, but we discussed what’s holding us back and what’s working. In this session, we’re excited to share that journey with you. Buckle up as we travel coast to coast to hear from a diverse chorus of people from this amazingly talented community of ours. Their stories and our work together during this plenary will re-ignite the passion in your heart and the fire in your gut for making this crazy spinning world a more just, verdant place for all.

Session Category :  Embark  Plenary 



Click for more information on 'Thread by Thread: Creating a Better World Together'

Thousands of nonprofits are saving $35,000 a year with this one easy solution!

3:35 pm – 3:55 pm

501(c) Agencies Trust has been able to save nonprofits an average of $35,000 annually by helping them tap into a unique savings option. This option is offered through the government and is available to all 501( c)3 organizations. Come learn what our 1,500 program participants have already discovered!

Presented by 501 © Agencies Trust

Speaker: Heidi Posada, Trust Representative, 501 © Agencies Trust

501Pavilion

Session Category :  Embark  Pavilion Presentations 



Click for more information on 'Thousands of nonprofits are saving $35,000 a year with this one easy solution!'

Anatomy of the Immigration Movement

4:00 pm – 5:30 pm

Movements can be juggernauts of social change, uniting disparate organizations and individuals around a shared vision. The difference between success and failure begins with a realization that movements don’t happen by accident. They are intentionally built, with success relying not only upon information and resources sharing, but also on a democratic negotiation of different views, values, and approaches. This session will be a study of the immigration movement, where leaders from across the political spectrum, business, law enforcement, nonprofits, and philanthropy will share lessons learned and actionable strategies for success.

Session Category :  Breakout  Embark 



Click for more information on 'Anatomy of the Immigration Movement'

Succession Planning Demystified

4:00 pm -5:30 pm

Leadership transitions are inevitable. And, if they aren’t handled carefully, they can risk throwing organizations into chaos.

Keeping an organization operating at its best during a transition is the responsibility of the C-Suite, and a successful leadership transition requires foresight, planning and strategic execution. This interactive session will take a look at the roles and responsibilities of the C-Suite during a leadership transition and explore the essentials of how to build a strong transition plan.

Session Category :  Breakout  C-Suite Track  Embark 



Click for more information on 'Succession Planning Demystified'

Equality through Art

4:00 pm – 5:30 pm

The potential for the arts is as varied as the imagination itself. The arts can act as community anchors, connecting people to places. It can act as communications tools, offering creative new methods for bridging gaps. It can generate dynamic new forms of social commentary that can’t be ignored. And, it can be a nexus where all of these things come together. Hear success stories about how community art projects are strengthening communities and building important alliances.

Session Category :  Breakout  Embark 



Click for more information on 'Equality through Art'

The Clock is Ticking: How To Transform Engagement (and Giving) in the New Philanthropic Landscape

4:00 pm -5:30 pm

While philanthropic giving has increased steadily annually over the past 40 years, it has stubbornly remained at about two percent of the U.S.’s Gross Domestic Product. Despite huge increases in wealth and periods of significant economic growth, the philanthropic sector has yet to move the needle on the level of giving not just needed to ameliorate problems, but SOLVE them. Even as we celebrate record levels of giving, we see more giving from the top of our communities, while charities, unable to create strong loyalty, churn through donors quickly. The clock is ticking: what is to be done in this most critical time as philanthropy is buffeted by “philanthrocapitalism”, crowdfunding and donor-advised funds, to name just a few trends? Join us for a lively workshop with two of the fundraising profession’s top practitioners that is one part strategic, one part tactical, as we discuss what every philanthropic funder or fundraiser needs to know about the policies, resources and partnerships required to transform not just their donor giving, but their donor ENGAGEMENT so they can fulfill their missions. This session will include the release of AFP’s Annual Trends on Philanthropy Paper.

Presented by Association of Fundraising Professionals (AFP)

Session Category :  Breakout  Embark 



Click for more information on 'The Clock is Ticking: How To Transform Engagement (and Giving) in the New Philanthropic Landscape'

Philanthropic Big Bets for Social Change

4:00 pm – 5:30 pm

The largest U.S. donors aspire to address society’s most difficult challenges. Sixty percent articulate a powerful social change goal as their dominant objective, and nearly 80 percent cite one among their top three priorities. Yet only 20 percent of their big-bet giving ($10 million-plus commitments) goes to social change. The other 80 percent is traditional institutional giving – primarily to universities, hospitals, and cultural institutions. Join us as we explore this massive “aspiration gap” between ambition and action. Where are donors betting big? What role do big bets play in nonprofit success? Why there aren’t there more of them?

Presented by The Bridgespan Group

Session Category :  Breakout  CEO Track  Embark 



Click for more information on 'Philanthropic Big Bets for Social Change'

Preparing to be Hacked

4:00 pm -5:30 pm

You are a gatekeeper of digital information. Whether it’s email addresses in your network, financial data from your own organization, or credit card numbers of your donors, chances are that you have information that hackers want. Are you a trustworthy gatekeeper? Experts will discuss the most effective ways to strike the balance between tough security and the transparency that your work demands. You’ll also learn how to prepare for the worst so that if you’re hacked – and there’s an ever-increasing chance you will be – you’re ready to respond the right way.

Presented by TechSoup Global

Session Category :  Breakout  Embark 



Click for more information on 'Preparing to be Hacked'

Redefining Leadership for a New World

4:00 pm – 5:30 pm

One of the upsides to our country’s rapidly changing demographics is that the next generation of charitable sector leaders will guide the most diverse workforce in American history. This brings with it incredible opportunities to leverage unique perspectives and learn from varied life experiences. It also presents the challenge of building consensus among dissimilar parties. As we look to create a future of stronger social justice, is it time to reconsider traditional models of leadership? Learn about new possibilities that are being tested and how they might be employed to shape diversity into common purpose.

Session Category :  Breakout  Embark  NGen Experience 



Click for more information on 'Redefining Leadership for a New World'

Operating in a Constituent-Empowered World

4:00 pm – 5:30 pm

Today’s nonprofit CEOs are operating in an increasingly constituent-centric environment. Constituents are more empowered and have higher expectations. Combined with a crowded nonprofit landscape, CEOs have to be more strategic about how they target and serve their constituents to get the most return for each dollar they spend and the constituents receive a positive experience. Join us as we discuss how becoming constituent-centric can enable your organization to further its mission.

Presented by Accenture

Session Category :  Breakout  CEO Track  Embark 



Click for more information on 'Operating in a Constituent-Empowered World'

How Millennials Are Changing Philanthropy Forever

4:00 pm – 5:30 pm

Baby Boomers are retiring and 80 million Millennials, the largest generation in American history, are taking the helm and shaking things up in a major way. Already over 50% of the workforce is Millennial, and Millennial-led companies are completely rewriting established industries (Uber, Airbnb, Spotify, etc). Don’t mistake it, this is happening in philanthropy as well. How? For one, Millennials aren’t giving in the traditional way, instead they want to be intimately part of the change: they want to build and invest in social enterprises, see the direct impact their giving has on the beneficiary and integrate volunteering with their own professional development. Hear from the foremost experts in impact investing, crowdfunding, and skills-based volunteering to learn about how the future of philanthropy is being shaped by the Millennial generation.

Presented by Catchafire

Session Category :  Breakout  Embark 



Click for more information on 'How Millennials Are Changing Philanthropy Forever'

C-Suite Networking Reception

5:30 pm – 6:30 pm

Sometimes, the best professional relationships are sparked in a social setting. C-Suiters are invited to unwind from a stimulating day by getting to know your peers from across the sector and the country.

Sponsored by the United Nations Foundation

Note: This event is open by invitation only. Location details will be included in the invitation.

Session Category :  C-Suite Track  Embark  Receptions 



Click for more information on 'C-Suite Networking Reception'

Host Reception at PAMM

PAMM1920

6:30 pm – 9:00 pm

Sitting at the mouth of Biscayne Bay on the Atlantic Ocean, the Pérez Art Museum Miami is where art and natural beauty converge. On the opening night of Embark, you’re invited to the museum for a private Host Reception featuring live music, gourmet cuisine, and excellent company.

Session Category :  Embark  Receptions 



Click for more information on 'Host Reception at PAMM'

October 28, 2015

Using the Performance Imperative to Do Good Better

8:30 am – 8:50 am

The Performance Imperative offers a practical framework of 7 Pillars for effective organizational management. We will share the Pillars, lessons from the field and a brief Q&A to help strengthen organizations or networks of partners and grantees.

Presented by Urban Institute Center on Nonprofits and Philanthropy

Speaker: Mary Winkler, Senior Research Associate, Urban Institute and Adrian Bordone, Ambassador, Leap of Reason – Performance Imperative

Urban360

Session Category :  Embark  Pavilion Presentations 



Click for more information on 'Using the Performance Imperative to Do Good Better'

Embark Stream (Wednesday, 10/28)

We’re trying something new this year.

For the first time, you can be a part of the Independent Sector conference from any screen, anywhere you are. The Embark Stream will combine broadcasts of plenary sessions with an exclusively curated program with some of the conference’s best speakers. But don’t expect to just sit and watch. Using Social Q&A, you can pose your pressing questions directly to the speakers in real time.

Join us for a few minutes or a few hours. The Embark Stream is free of charge, though registration is required.

Wednesday, October 28th

Session
Time (EST) Speakers Format

Red, White, and on the Brink

Take a critical look at the American election scene to get insight into how the 2016 election results, both state and federal could affect the country and the sector’s work in the coming years. Learn about the deep challenges in the electoral process, including shifts in campaign finance and demographic engagement and its impact on the next generation of leaders.

8:55am Welcome
9:00am

Alberto Ibargüen, John S. and James L. Knight Foundation

Daniel Stid, The William and Flora Hewlett Foundation

Judy Woodruff, PBS NewsHour

María Elena Salinas, Univision

Trevor Potter, Campaign Legal Center

Plenary

Leveraging Grassroots Movements to Achieve Long-Term Success

The civil rights movement didn’t remake America overnight. In fact, the events of this decade show that its work isn’t finished. How can you capture the zeitgeist today? How can you keep your coalition engaged over the long years necessary to achieve permanent social change?

10:30am

Bob Moses, Algebra Project, Inc.

Mee Moua, Asian Americans Advancing Justice

Conversation (Recorded)
11:00am Alberto Ibarguen, Knight Foundation Interview with Derrick Feldmann, Achieve
11:20am Javier Benavidez, South West Organizing Project Interview with Derrick Feldmann
11:40am Scott Beale, Atlas Corps Interview with Derrick Feldmann

Miami City Ballet

Widely considered to by England’s most promising new choreographer, Liam Scarlett honored MCB in 2012 with Viscera, his first commissioned work for an American company. This performance features choreography by Liam Scarlett and music by Lowell Liebermann.


12:00pm Miami City Ballet Performance (recorded)

A Roadmap to Data-Driven Fundraising Strategy

Fundraising competition has grown significantly. Explore new innovations in how data can be used to drive and evaluate your fundraising program.

12:15pm

Greg Hagin, CCS

Ian Swedish, CCS

Conversation

Impact through Strategic Communications

When it comes to changing the world, a passion for social justice isn’t enough. To build momentum, gain allies, and get noticed by a public overwhelmed by the demands of competing causes, you need to be equipped with a top-notch strategic communications plan. This session will share insights and tips on how to improve your own communications.

12:30pm Stephen Smith, American RadioWorks Interview with Derrick Feldmann
12:50pm Ahmen, Nonprofit Leader, Hip Hop Artist Interview with Stephen Smith
1:10pm Matt Boote, PeaceTech Lab Interview with Stephen Smith
1:30pm Robin Koval, Truth Initiative Interview with Stephen Smith


Turning passion into power

The richest resource in the charitable sector is the passion of the individuals who want to strengthen the common good. Explore how various forms of service are leveraging time and talent to influence some of the most complex challenges of our day.

2:00pm

Michael Brown, City Year

Rachael Chong, Catchafire

Toby Chalberg, Points of Light

Kiesha Moodie, Teach For America

Panel discussion
moderated by Allison Clear Fastow, Blue Engine Media

Creating Donor Trust by Making Crowdfunding Tangible

Learn how online crowdfunding is transforming the way in which charities approach in-kind giving, how this new approach to fundraising is helping charities become more effective and efficient, and how online crowdfunding is also them build stronger relationships with donors through transparency, and tangibility.

2:35pm

Liz Deering, 121 Giving

Elizabeth Disco-Shearer, St Vincent de Paul’s Disaster Services Division

Conversation

Thread by Thread: Creating a Better World Together

In 2015, Independent Sector launched an extensive series of community conversation called “Threads” to explore our collective ability to solve the world’s greatest problems in coming years. We not only examined trends shaping our work, but we discussed what’s holding us back and what’s working. In this session, we’re excited to share that journey with you.

2:50pm

Diana Aviv, Feeding America

Neil Nicoll, YMCA of the USA

Steve McCormick, The Earth Genome

Plenary (recorded)
3:15pm Erica Greeley, Independent Sector Interview with Derrick Feldmann

Session Category :  Embark Stream 



Click for more information on 'Embark Stream (Wednesday, 10/28)'

Red, White, and on the Brink

9:00 am – 10:30 am

How will the 2016 elections shape our future? This two-part plenary will take a critical look at the American election scene. First, a panel of distinguished experts will provide insight into how the 2016 election results, both state and federal could affect the country and the sector’s work in the coming years. Then, Trevor Potter, former chairman of the United States Federal Election Commission, will discuss the deep challenges in the electoral process, including shifts in campaign finance and demographic engagement, and what our sector can do to promote a healthier democracy.

Session Category :  Embark  Plenary 



Click for more information on 'Red, White, and on the Brink'

Innovation vs. Opportunities

10:35 AM – 10:55 AM

Why do so many associations believe they are either incapable of or “not-allowed” to be innovative? Whether we feel that we’re constricted by the bylaws, have a board that’s just too conservative, or we just don’t have the time or budget to innovate, it really comes down to one simple thing that’s holding us back. Fear. But playing it safe may not be the best way to serve your members. While there is risk to innovation, there is also significant possibility for growth and success. In this session you’ll learn:

  • Why prioritizing present opportunities over innovation stifles growth
  • What Executive Directors, CEOs, and board members can do to foster creativity
  • How willingness to take risks directly and positively impacts your members
  • Presented by Aptify

    Speaker: : Tim Heine, Engagement Manager, Aptify

    Aptify

    Session Category :  Embark  Pavilion Presentations 



Click for more information on 'Innovation vs. Opportunities'

Achieving Social Justice Through Strategic Communications

11:00am – 12:30pm

When it comes to changing the world, a passion for social justice isn’t enough. To build momentum, gain allies, and get noticed by a public overwhelmed by the demands of competing causes, a movement needs to be equipped with a strategic communications plan. By aligning your messages across traditional media, advertising, thought leadership, social media grassroots efforts, and other emerging media, you can build a movement that amplifies its own voice and gets heard. Learn from experts who will discuss successful campaigns and provide guidance on how to improve your own communications.

Session Category :  Breakout  Embark  NGen Experience 



Click for more information on 'Achieving Social Justice Through Strategic Communications'

Building Strong Management Teams

11:00 a.m. – 12:30 p.m.

If your organization doesn’t have a strong management team, you aren’t going to be successful. But building one is no easy task. Do you grow leadership from within or recruit from the outside? Does your team have the kind of diversity that will inspire creativity and promote a culture of fairness? What are the pros and cons of mixing communications styles, personalities, leadership preferences, and background experience? Management experts will discuss the nuts and bolts of building a strong management team and provide practical tips to take back to your organization.

Session Category :  Breakout  C-Suite Track  Embark 



Click for more information on 'Building Strong Management Teams'

Connecting with the Right Kind of Network

11:00 am – 12:30 pm

Broadly defined, a network is a series of connections. It can be comprised of people, skills, resources, knowledge, and much more. We’re most familiar with formal networks like associations, committees, or congregations. But an emergent phenomenon is the swarm – groups of individuals that gather quickly around a cause and disperse just as fast when a goal has been accomplished. Learn how different types of networks have solved social issues. You’ll leave equipped with practical ideas about how to connect to the right network to amplify you impact.

Session Category :  Breakout  Embark 



Click for more information on 'Connecting with the Right Kind of Network'

Innovation Strengths Preference Indicator Workshop

11:00 am – 12:30 pm

Innovation doesn’t happen on its own. And, it doesn’t happen often enough. That’s because few leaders actually take the time to assess their own capacities. Prior to this workshop, you’ll register and take the Innovation Strengths Preference Indicator (ISPI™) assessment that will help you understand how you prefer to work with others, how you deal with issues of control, and what affects your motivation, passion, and decision-making. All of these things directly influence innovation. You’ll have the chance to talk with fellow leaders about what these preferences mean as you lead your organization.

Sponsored by the John S. and James L. Knight Foundation

Session Category :  Breakout  CEO Track 



Click for more information on 'Innovation Strengths Preference Indicator Workshop'

Melting Skepticism Instead of Ice Caps

11:00 am – 12:30 pm

“Once in a while you get shown the light in the strangest of places if you look at it right.” – Environmentalist (and Grateful Dead leader) Jerry Garcia

Climate change, though measured with hard science, has become so ideologically divisive that environmental advocates found themselves against a wall. How could progress be made if skeptics wouldn’t even listen? The solution, it turns out, might be as simple as reframing the conversation. Hear from experts who are using fresh communications tactics to discuss the future of the planet – and, in doing so, building consensus with unlikely new allies.

Session Category :  Breakout  Embark 



Click for more information on 'Melting Skepticism Instead of Ice Caps'

Paying What It Takes to Get Results

11:00 am – 12:30 pm

Everyone is getting wise to the symptoms of insufficient overhead, a syndrome we call the Nonprofit Starvation Cycle, but for some reason funding patterns have not changed. What’s holding us back? The cause is simple but profound: the failure to understand the economic diversity of nonprofits and what costs drive value. Nonprofits have different missions and hence very different cost structures. A lab aiming to cure cancer needs expensive lab facilities; a global NGO network has core support costs that include knowledge sharing, complex financial ledgers and global travel. Join us as we explore the ways in which understanding these differences can serve as the beginning of understanding how to break the starvation cycle.

Presented by The Bridgespan Group

Session Category :  Breakout  CEO Track  Embark 



Click for more information on 'Paying What It Takes to Get Results'

Post-Racial America. Really?

11:00 am – 12:30 pm

In December 2014, Gallup recorded an alarming and sudden shift in public opinion. After two decades barely registering in polls about major U.S. problems, “race relations” and “racism” surged to a level not seen since the 1992 L.A. riots. It only takes a glance at a newspaper or television to understand why. How can we leverage our resources, experience, and brainpower to get past simply talking about race to find real solutions? Together, we can solve for equality. But time is of the essence.

Session Category :  Breakout  Embark 



Click for more information on 'Post-Racial America. Really?'

Using Real-Time, Big Data Platforms to Solve Social Challenges

11:00 pm – 12:30 pm

The ability to link otherwise disconnected islands of data helps Netflix to offer personalized movie choices. It helps Amazon to recommend books for customers to buy. It can also help social sector organizations to develop carefully designed solutions for underserved populations. . By incorporating big data platforms, collective impact initiatives can achieve real, measurable impact.

Presented by OneStar Foundation

Session Category :  Breakout  Embark 



Click for more information on 'Using Real-Time, Big Data Platforms to Solve Social Challenges'

Place-Based Grantmaking in Action in Florida

11:00 am – 12:30 pm

“Place-based grantmaking” has become a popular term in philanthropic circles over the last several years. It illustrates a shift in strategy from a traditional issue- or problem-based philanthropic approach to one focused on improving targeted neighborhoods or communities. Instead of a more traditional grantmaking model where funders seek requests for funding proposals from the community related to the funders’ focus areas, place-based grantmaking starts with a focus on a community and then lets the funding priorities surface from the community. In this FPN program we’ll hear from three Florida philanthropy leaders whose organizations are in different stages of implementing a new place-based grantmaking program. They’ll each describe how and why they developed a place-based grantmaking strategy, what they hope to accomplish and what they’ve learned so far from their efforts.

Presented by Florida Philanthropic Network

Session Category :  Breakout  Embark 



Click for more information on 'Place-Based Grantmaking in Action in Florida'

How to Really Love Your Employees

12:40 pm – 1:00 pm

Sharing your organization’s mission with employees can help you motivate and retain top talent. Cultivating and recognizing your employees’ individual strengths can help enhance your workforce. When employees feel they are valuable to your organization, they are less likely to leave for greener pastures. Join us as we share the secrets on “how to really love your employees” by building a culture of trust, investing in and developing your employees, and recognizing and rewarding talent

Presented by TriNet

Speaker: Jason Boyle, Regional Sales Consultant, TriNet

TrinetPavilion

Session Category :  Embark  Pavilion Presentations 



Click for more information on 'How to Really Love Your Employees'

Plugging into Pro Bono Support

2:00 pm – 3:30 pm

Take a moment and think of a gap in your organization. A place where, if you had the right expert in place, you could really get ahead. Filling that gap without extra resources could be as simple as making the right connection. From public relations to legal guidance, IT help to management training, financial guidance to creative design, and everything in between, there are corporations in every industry standing at the ready to partner with the sector through pro bono help. Learn what’s available and how your organization can connect.

Session Category :  Breakout  Embark 



Click for more information on 'Plugging into Pro Bono Support'

Volunteer Impact: Software Your Volunteer Engagement Deserves

1:10 pm – 1:30 pm

Volunteers are vital to your organization. Think of how many times this gets mentioned in one way or another. Come see, first hand, just some of the ways that Volunteer Impact software can raise the bar on volunteer engagement at your organization. Forget about spreadsheets and forget about outdated desktop software. Volunteer engaging organizations around the world choose to work with Better Impact and their web –based software, Volunteer Impact. Come to the short demo and learn why.

Presented by Better Impact

Speaker: Tony Goodrow, President, Better Impact

BetterImpactPavilion

Session Category :  Embark  Pavilion Presentations 



Click for more information on 'Volunteer Impact: Software Your Volunteer Engagement Deserves'

The Anatomy of Online Fundraising

1:35 pm – 1:55 pm

Online giving continues to grow at a faster clip than overall giving. We will review patterns of online giving and develop understanding about effective methods of online fundraising for nonprofits.

Presented by Give Gab

Speaker: Tonyehn Verkitus, SVP for Nonprofit Engagement, GiveGab

GiveGabPavilion

Session Category :  Embark  Pavilion Presentations 



Click for more information on 'The Anatomy of Online Fundraising'

Beyond Revenue: Sustainability and the Intersection of Model, Innovation, and Insight

2:00 pm – 3:30 pm

What is your sustainability plan? This is a question that perplexes many seasoned nonprofit professionals. We are often not equipped to answer this because we are anchored to business models that are either stale, were never conceived to be sustainable, or they’re entirely ill-suited to be sustainable. Further, the term is used in so many contexts that its meaning has become ‘a water sandwich’. This session will explore options for considering sustainability as a concept and it will explore how leaders can forge a greater understanding about how the intentional choice of model, comfort with innovation, and attention to analytics, are the true drivers of financial stability and ultimately sustainable impact.

Presented by Georgia Center for Nonprofits
Sponsored by Center for Social Change

Session Category :  Breakout  Embark 



Click for more information on 'Beyond Revenue: Sustainability and the Intersection of Model, Innovation, and Insight'

Leadership Lessons: Leveraging Power and Influence Dynamics between Funders and Grantees

2:00 pm – 3:30 pm

The three sources of power leaders believe will be most important to leverage in the next five years are the power of relationships, the power of information and the power to reward others. As foundations move towards more collaborative relationships with NGO’s/nonprofits, the sharing of power and the acknowledgement of influence as vehicles for gaining commitment and ensuring results are gaining more traction. During this interactive session participants will learn tactics for sharing power, promoting the use of influencing skills, and leveraging what research says is the most important source of power – the power of relationships.

Presented by Center for Creative Leadership

Session Category :  Breakout  Embark 



Click for more information on 'Leadership Lessons: Leveraging Power and Influence Dynamics between Funders and Grantees'

Let the Arts Paint the Way to a Better Looking Future

2:00 pm – 3:30 pm

Most people look at abandoned warehouses and see neglect. In Miami and around the country, artists look at these areas and see something else: potential. We’ll hear from the innovative minds that are leading the Creative Placemaking charge in Miami and beyond. They’ll discuss the unique ability of the arts to nurture communities and drive economies.
This session is happening offsite at the Bakehouse Art Complex. Due to limited space, you must pre-register for this session when registering for the conference. Attendees will board the bus from the hotel at 1:15 and will return after the session.

Sponsored by the John S. and James L. Knight Foundation

If you’ve already registered for the conference, follow these steps to add this session or simply contact MRA Services at info@mra-services.com or 425.420.1680 for assistance:

  • Click here to log into the Independent Sector conference website with your email and password
  • Click “Next” to modify your registration
  • Enter your confirmation number found on your email confirmation
  • Click “Registration”
  • Click “Next” to proceed to the Additional Items page where you can add the session
  • Complete the rest of the registration process to save your added items

Session Category :  Breakout  Embark 



Click for more information on 'Let the Arts Paint the Way to a Better Looking Future'

Pursuing Social Justice through Public Office

2:00 pm – 3:30 pm

In the House of Representatives, the average age of a member is 57, even though the minimum age of election is only 25. In the Senate, the average is 61 with a minimum elected age of just 30. Elected office – whether local, state, or national – is one of the most powerful positions for affecting social change. So, why aren’t there more young policymakers? Take an in-depth look at the barriers to entry into politics and how they can be broken down to usher in a new wave of passionate young political leaders.

Session Category :  Breakout  Embark  NGen Experience 



Click for more information on 'Pursuing Social Justice through Public Office'

Ready or Not, a New America is Coming

2:00 pm – 3:30 pm

Massive demographic shifts in age, race and ethnicity, immigration, increased population in the South, and more women attaining higher education will fundamentally and rapidly recompose our country. For the charitable sector to prepare for a new America, we have to precisely understand the demographic shifts. What are the rising challenges and their implications for our work? How can we attract new partners? And how do we ensure that our staffs and boards reflect the diversity of the communities we serve?

Session Category :  Breakout  Embark 



Click for more information on 'Ready or Not, a New America is Coming'

Strengthening the Relationship with Your Board

2:00 PM – 3:30 PM

Across the sector, CEOs are spreading the responsibility for managing board relationships across the C-Suite. There’s no simple handbook to tell you how to interact with your board members. Nonetheless, there are plenty of unwritten rules and expectations. This session will be a creative skills-building workshop to learn best practices for building strong relationships with board members. Board members from a variety of organization types will provide practical tips and key insights into what, exactly, they expect from C-Suiters.

Session Category :  Breakout  C-Suite Track  Embark 



Click for more information on 'Strengthening the Relationship with Your Board'

CEO Summit: The Future of Philanthropy

2:00 p.m. – 3:30 p.m.

Silicon Valley Community Foundation’s president and CEO headlines this year’s CEO Summit and will speak on the larger issues facing the philanthropic and nonprofit sector as it heads into the future. Emmett Carson will share how philanthropy can be a disruptive force while taking advantage of the imminent changes affecting our world. He will share his insights on what the sector needs to do to move forward and to be more effective in the coming years.

Session Category :  Breakout  CEO Track  Embark 



Click for more information on 'CEO Summit: The Future of Philanthropy'

Unlimited Budget

3:35 pm – 3:55 pm

We all have restrictions on time, resources and money and we are always looking for ways to make the best use of all three. Communication is key to everyday operations and how we manage our communications has a dramatic effect on our budget (time, resources and money). A simple, flexible and easy to use communications system can unlock restrictions on your organization’s time, resources and money. Hear how Crexendo has helped organizations like yours restructure their workforce and operations.

Presented by Crexendo

Speaker: Jim Hall, Cloud Telecom Consultant, Crexendo
CrexendoPavilion

Session Category :  Embark  Pavilion Presentations 



Click for more information on 'Unlimited Budget'

Creating Donor Trust by Making Crowdfunding Tangible

4:00 pm – 5:00 pm

Join Liz Deering, COO of 121Giving and Elizabeth Disco-Shearer, COO of St. Vincent de Paul Disaster Services Division to learn how online crowdfunding is transforming the way in which charities approach in-kind giving, how this new approach to fundraising is helping charities become more effective and efficient, and how online crowdfunding is also helping them build stronger relationships with donors through transparency, and tangibility.

Presented by 121Giving

Session Category :  Embark  Ignition Sessions 



Click for more information on 'Creating Donor Trust by Making Crowdfunding Tangible'

Innovation in the Charitable Sector

4:00 pm–5:00 pm

Join the Independent Sector’s 2014 American Express NGen Fellows to learn how charitable sector organization understand and approach innovation. Fellows will present findings from research conducted in collaboration with the Forbes Fund on how organizations from across the nonprofit and philanthropic sector are currently defining and practicing innovation. Hear about best practices and recommendations for how charitable sector organizations can become more innovative in their business models and strategies, staffing, project design, internal processes, products, culture, and practice.

Session Category :  Embark  NGen Experience 



Click for more information on 'Innovation in the Charitable Sector'

Humanizing the System: One Florida Community’s Approach to Lifting Families Out of Poverty

4:00 PM – 5:00 PM

In 2006, community leaders in Jacksonville, FL, initiated a process to restructure a fragmented social service system difficult for low-income populations. Their Theory of Change is that families must build social, human and financial assets to successfully move from poverty to self-sufficiency. After completing extensive research and testing their Theory of Change in a Pilot Program, the team has implemented a program that yields a $16.23 to $1 Return on Investment by helping families build 9 Pivotal Assets. In addition to this direct work with families, 1,000 in 1,000 is a systems change approach focused on the realignment of existing community resources into a targeted delivery of social services so that our community can produce and support productive citizens that have meaningful work that supports their families.

This session will offer strategies that foundations and their partners might deploy in local communities to connect families with the necessary assets they may use to lift themselves out of poverty.

Presented by Florida Philanthropic Network

Session Category :  Breakout  Embark 



Click for more information on 'Humanizing the System: One Florida Community’s Approach to Lifting Families Out of Poverty'

Governance, Ethics, and Principles for Success

4:00 pm – 5:30 pm

Senior executives and board members at nonprofits and foundations, large and small, are constantly dealing with governance challenges and ethical dilemmas, many of which are addressed in Independent Sector’s 2015 Principles for Good Governance and Ethical Practice. These challenges range from policies related to conflicts of interest and whistleblower protection to questions about transparency and privacy to issues around executive compensation. No issue is too small.

During this highly interactive workshop, participants will discuss real world governance challenges and ethical dilemmas curated by Independent Sector and its partners and submitted by you, the leaders of the charitable sector. Participants will share their perspectives and experiences with their colleagues, discuss relevant Principles and other considerations and leave with greater insight as to how to tackle these issues.

Session Category :  Breakout  Embark 



Click for more information on 'Governance, Ethics, and Principles for Success'

What winning looks like

4:00 pm – 5:00 pm

Join this session to learn from one of the fastest civil rights movements of our time — the national victory of marriage equality. Gain insights into how you can use emotional storytelling, shareable video, and big data to accelerate your movement and win hearts and minds in the digital age.

Presented by Blue State Digital

Session Category :  Embark  Ignition Sessions 



Click for more information on 'What winning looks like'

Growing Decision-Making Leaders: How to Clarify Power, Confront Bias and Empower Your Organization

4:00 pm – 5:00 pm

It’s not about making “better” decisions, it’s about determining who gets to make the decisions that need to be made, and the process used to get there. Decision Clarity eliminates decision-making confusion training you on how to grow effective decision-making leaders and foster a more transparent and innovative organizational culture.

Presented by Scheier+Group

Session Category :  Embark  Ignition Sessions 



Click for more information on 'Growing Decision-Making Leaders: How to Clarify Power, Confront Bias and Empower Your Organization'

Navigating the Maze of Charitable Fundraising Compliance

4:00 pm – 5:00 pm

Navigating the maze of financial and compliance reporting requirements can be a daunting experience for nonprofits. This session will provide vital information about registration, reporting, and disclosure obligations under the state and federal solicitation laws. Ms. Boak will offer tips on compliance with newer forms of solicitation, including online fundraising and promotions, cause-marketing, and text messaging.

Presented by Perlman & Perlman

Session Category :  Embark  Ignition Sessions 



Click for more information on 'Navigating the Maze of Charitable Fundraising Compliance'

Practical Techniques for Social Impact Measurement

4:00 pm – 5:00 pm

Measurement can prove the value of your programs, guide investment decisions, and drive continuous improvement. But how to do it with limited resources (time, expertise, or budget)?

In this session, you will learn practical strategies embraced by sector-leading funders and providers for what, how, and when to measure – and how to claim results. We will conclude by workshopping attendees’ individual measurement challenges.

Presented by True Impact

Session Category :  Embark  Ignition Sessions 



Click for more information on 'Practical Techniques for Social Impact Measurement'

A Roadmap to Data-Driven Fundraising Strategy

4:00 pm – 5:00 pm

Fundraising competition has grown significantly, and as a result, fewer funds are available for distribution and donors are limiting the causes they support. These factors have incubated new approaches, leading to an era of philanthropic innovation. CCS examines these innovations and demonstrates how data can be used to drive and evaluate your fundraising program.

Presented by CCS

Session Category :  Embark  Ignition Sessions 



Click for more information on 'A Roadmap to Data-Driven Fundraising Strategy'

Networking Reception

5:15 PM – 6:15 PM

Before heading out on a Deep Dive Excursion, enjoy drinks, hors d’ouevres, and good company in the Innovations Pavilion at Embark’s Networking Reception. During the reception, Nu Deco Ensemble will perform an exclusive show.

Session Category :  Embark  Receptions 



Click for more information on 'Networking Reception'

Leaderosity Launch Reception

6:00 PM – 7:00 PM

This reception will celebrate the launch of Leaderosity, a web-based platform for leadership development targeted at cross sector, social purpose professionals. Leaderosity is a Presidio Institute program developed in partnership with American Express, The Annie E. Casey Foundation, and The Kresge Foundation.

Note: This reception is open by invitation. Sponsored by American Express

Remarks by:

  • Richard Brown, Vice President, Philanthropy, American Express
  • David Smith, Managing Director, Presidio Institute
  • Robert Gordon IV, Project Manager, Presidio Institute

Session Category :  Embark  Receptions 



Click for more information on 'Leaderosity Launch Reception'

After Party at the Betsy – South Beach

Betsy2

10:00 pm – 12:00 am

The Betsy-South Beach invites you to a late night party featuring live music, an exhibit of poetry broadsides, and delicious drinks. While on property, see an installation by Trinidadian artist Christopher Cozier, visit the John Lennon Educational Tour Bus, and visit The Writers Room, a project funded by Knight Foundation, which has welcomed over 300 artists-in-residence to South Beach since its opening in 2012.

Hosted by the Betsy – South Beach – 1440 Ocean Dr, Miami Beach, FL 33139. Please RSVP directly to artsandculture@thebetsyhotel.com. Transportation is not provided for this event.

Session Category :  Embark  Receptions 



Click for more information on 'After Party at the Betsy – South Beach'

October 29, 2015

Conversation with the John W. Gardner Awardee

8:30 am – 10:00 am

When President Kennedy announced the moonshot in 1962, an American had only just recently orbited the earth for the first time. A successful moon landing would take three different rocket programs and — as Kennedy said — metal alloys “some of which have not yet been invented” that could withstand heat about half that of the temperature of the sun. With the inspirational moonshot in mind, this session will explore how nonprofits can set truly audacious but attainable long term goals and plan strategically to achieve them — by seeking to meet a series of impact, scale and organizational challenges. Join the 2015 recipient of the John W. Gardner Leadership Award, Michael Brown CEO and Co-founder of City Year for insight and discussion on undertaking “civic moonshots.”

Session Category :  Breakout  CEO Track  Embark 



Click for more information on 'Conversation with the John W. Gardner Awardee'

And the Pursuit of Happiness?

8:30 am – 10:00 am

We are in the midst of a national identity crisis, where the sacred American Dream is being warped from a hopeful promise for all into an elusive privilege for an elite few. It’s time to reclaim the uniquely American vision of democratic opportunity. To do so, our sector must comprehensively address the root causes of issues like intergenerational economic immobility, gender inequity, racial wealth gaps, and health disparities. What’s being done to move us closer to our goal and what more can we do?

Session Category :  Breakout  Embark 



Click for more information on 'And the Pursuit of Happiness?'

Changing the Scope of Social Entrepreneurship

8:30 am – 10:00 am

There’s a common lamentation – or, perhaps, a myth – in the charitable sector about young talent. It says that the best and brightest often forsake their passions for social change in favor of the financial stability of the private sector. If that was ever true, next generation leaders have found a way to have their cake and eat it too: social entrepreneurship. By using business principles and practices, including profit generation, young innovators are solving highly specific community challenges. What remains is a key question. Can social entrepreneurship be scaled up to solve systemic problems?

Session Category :  Breakout  Embark  NGen Experience 



Click for more information on 'Changing the Scope of Social Entrepreneurship'

Civic Tech Lab

8:30 am – 10:00 am

In December 2013, Knight Foundation published a report that heralded “The Emergence of Civic Tech.” As the world’s data volume and technological capacities grow exponentially in tandem, incredible new opportunities for the social sector are beginning to develop. During this hands-on session, tech experts will discuss new approaches around open government, community action, civic engagement, and big data, and showcase how targeted technology is helping us connect with our communities like never before.

Session Category :  Breakout  Embark 



Click for more information on 'Civic Tech Lab'

Emerging and Seasoned Leaders: Finding Common Ground Among the Generations

8:30 am -10:00 am

When talking about generations in the workplace, we hear the negative stereotypes: the Silents are fossilized, the Boomers are narcissistic, the Gen Xers are slackers, and the Millennials are even more narcissistic than the Boomers. Research demonstrates that there is plenty of common ground among the generations. The focus of this session will be to explore findings that support how to use common ground to effectively work with, work for, attract, manage, retain, and develop employees of all generations.

Presented by Center for Creative Leadership

Session Category :  Breakout  Embark 



Click for more information on 'Emerging and Seasoned Leaders: Finding Common Ground Among the Generations'

Gender Inequity in the Charitable Sector

8:30 AM – 10:00 AM

The number 74 is a critical one for women in the charitable sector. According to the White House Project, women comprise 74% of the nonprofit workforce – but they only fill 10% of upper management positions.

What is more, this inequity doesn’t just exist in leadership positions. According to the Bayer Center for Nonprofit Management, women in the charitable sector earn an average 74 cents for every dollar earned by men. This lively discussion will explore why these inequities exist, what they mean for the sector, and what we can do to improve the situation.

Session Category :  Breakout  C-Suite Track  Embark 



Click for more information on 'Gender Inequity in the Charitable Sector'

Reducing costs to unlock impact at transformative scale

8:30 am – 10:30 am

If we truly want impact at transformative scale, we need to get serious about cost. Many of our best interventions are inherently limited as currently designed, as they are not economically viable at massive scale due to relatively high unit costs. While the past decade’s focus on evidence and results has been powerful, the relative lack of attention to driving down costs has stymied the potential scale of many programs and interventions. What are the barriers standing in the way of innovating around cost? Is the environment changing in ways that make this something that every organization should be working on? And what are some innovators doing to make this shift – nonprofits, philanthropy and government?

Presented by The Bridgespan Group

Session Category :  Breakout  Embark 



Click for more information on 'Reducing costs to unlock impact at transformative scale'

Understanding the Crisis in Puerto Rico

8:30 AM – 10:00 AM

Some say Puerto Rico faces a “death spiral” of debt and economic stagnation. As a result of the financial and economic crisis on the island, the fabric of society is stretched and social services of all sorts are endangered. The crisis is real and immediate … yet largely unknown in the US mainland. Join Rafael Cortés Dapena, president of the Fundación Ángel Ramos, Nelson I. Colón, president of Fundación Comunitaria de Puerto Rico and Alberto Ibargüen, president of the John S. and James L. Knight Foundation for a discussion about what’s happening and why it matters to you.

Sponsored by the John S. and James L. Knight Foundation

Session Category :  Breakout  Embark 



Click for more information on 'Understanding the Crisis in Puerto Rico'

Give Local America

10:05 am – 10:25 am

Give Local America, The Largest Single-Day Crowdfunding Event Ever! Imagine, hundreds of thousands of people, across America, raising tens of millions of dollars for thousands of nonprofits – bettering our communities, in one, single, day. Give Local America is a nationwide, 24-hour crowdfunding event designed to empower every person to give back to their local communities by supporting the organizations they trust to tackle today’s most critical issues —and it works. So far more than $121 million has been raised, in two years, for over 16,000 nonprofit organizations, making Give Local America the largest single-day crowdfunding event ever! Attend this session to learn how you can support #iGiveLocal by joining us and community partners across the country for Give Local America 2016 – and once again, make history.

Presented by Give Local America

Speaker: Haley Lamm, Director of Community Engagements & Partnerships
GiveLocal360

Session Category :  Embark  Pavilion Presentations 



Click for more information on 'Give Local America'

Conversation with NGen Ambassadors

10:30 am – 11:30 am

Have a conversation with NGen Ambassadors – highly accomplished leaders from across the charitable sector. This is a unique chance for you and a small group of peers to have a conversation with some of the sector’s most impactful leaders.

*Be sure to visit the Hub to see info about this year’s NGen Ambassadors and sign up for a spot, seats fill quickly.

Session Category :  Embark  NGen Experience 



Click for more information on 'Conversation with NGen Ambassadors'

How Digital Acquisition is Saving Africa’s Wildlife

10:30 am – 11:30 am

This session dissects a digital acquisition campaign from African Wildlife Foundation to expand its donor base and fight the extinction of Africa’s wildlife. In this fast-paced fundraising world, nonprofits must continually grow and diversify their individual donor bases. Learn how to maximize your results with email acquisition, search engine marketing and social media. Get unique insights from industry leaders on tailoring your online strategy to target the best prospects and engage them for bigger, bolder results.

  • Tips for finding the highest quality digital prospects and turning them into long-term donors
  • Communication strategies for acquiring and retaining new prospects through regular, segmented engagement
  • The latest online tools and tactics for tracking and improving performance of online acquisition

Sponsored by Care 2 and Sanky Communications

Session Category :  Embark  Ignition Sessions 



Click for more information on 'How Digital Acquisition is Saving Africa’s Wildlife'

Measuring Impact – Beyond the Numbers

10:30 am – 11:30 am

Reporting on impact is difficult; progress isn’t always linear and it’s not always quantitative. Success, for many foundations and nonprofits, is often best described through storytelling or anecdotes in addition to hard data. In this session we will explore best practices for impact measurement.

Presented by Fluxx Labs

Session Category :  Embark  Ignition Sessions 



Click for more information on 'Measuring Impact – Beyond the Numbers'

Why Relationship Mapping is Critical For Your Success

10:30 am – 11:30 am

In the nonprofit world, building strong relationships is table stakes. But leveraging those connections for fundraising, prospecting and engagement takes a lot of time and effort—unless you’re using the right kind of tech.

In this session, you’ll learn:

  • What relationship mapping software is
  • How forward-thinking nonprofits are using innovative tools to build their donor base
  • How to integrate it into your current processes

Presented by Relationship Science

Session Category :  Embark  Ignition Sessions 



Click for more information on 'Why Relationship Mapping is Critical For Your Success'

Manage Your Board’s Information with Ease and Confidence

10:30 am – 11:30 am

Used by over 1,350 leading foundations, educational institutions, healthcare institutions, and nonprofits, BoardEffect is designed to support boards throughout the meeting cycle, annual board responsibilities, and ongoing board development. Join us to learn how BoardEffect can help ignite best practices for managing your board’s information and workflow.

Presented by BoardEffect

Session Category :  Embark  Ignition Sessions 



Click for more information on 'Manage Your Board’s Information with Ease and Confidence'

Demystifying National Donor-Advised Funds

10:30 am – 11:30 am

This session will examine the role DAFs play in a donor’s approach to philanthropy and the key factors that influence their choice to use various charitable giving methods, including direct giving. The session will also provide actionable insights designed to assist nonprofits with connecting with this desirable target group.

Presented by Fidelity Charitable

Session Category :  Embark  Ignition Sessions 



Click for more information on 'Demystifying National Donor-Advised Funds'

Collaboration In Postsecondary Education: Florida Consortium of Metropolitan Research Universities

10:30 am – 11:30 am

Collaboration is the key to the newly formed Florida Consortium of Metropolitan Research Universities. A panel discussion will provide an overview of the formation, goals and pillars of success which brought together three of Florida’s metropolitan based research universities to address the needs of first-generation, minority underrepresented students.

Presented by Helios Education Foundation

Session Category :  Embark  Ignition Sessions 



Click for more information on 'Collaboration In Postsecondary Education: Florida Consortium of Metropolitan Research Universities'

John W. Gardner Leadership Awards Luncheon

Embar-Gardner-Plen-Wide

12:00 pm – 1:30 pm

Join Independent Sector at the John W. Gardner Leadership Awards Luncheon. We’ll honor the change-making spirit of our founding chair, John W. Gardner, as we celebrate the transformative leadership of Michael Brown, co-founder and CEO of City Year, with our 2015 John W. Gardner Leadership Award. Brown will be honored for his leadership in the national service movement, his commitment to education and social justice, and his belief in the potential of every young person. His leadership in the movement has been most powerfully evidenced by his co-founding and leadership of City Year, a national service education organization whose dedicated corps members serve full-time for a year in schools in high-poverty communities.

During the awards luncheon, we will also honor United We Dream’s Julieta Garibay with the 2015 American Express NGen Leadership Award for her work addressing inequality and barriers to opportunity for immigrant youth.

Session Category :  Embark  Plenary 



Click for more information on 'John W. Gardner Leadership Awards Luncheon'