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2015-Program-Guide.Pdf AGENDA OVERVIEW Timeslots WEDNESDAY PRE CONFERENCE SEMINARS BASIC TRACK PRACTITIONERS INSTITUTE 7:00 Breakfast at Cavallo Point (7:00-9:00) 7:30 8:00 Registration Opens (7:30 - 9:00) 8:30 9:00 Intro to Local (9:00 - 9:20) 9:30 Intro to MRI (9:00 - 10:20) Why Local Matters (9:20 - 10:20) 10:00 Break (10:20 - 10:30) 10:30 ABC’s of ESG (10:30 - 11:30) The 3 P’s (10:30 - 11:30) 11:00 11:30 Promoting Shareholder Engagement (11:30 - 12:30) Place-Based Funder Initiatives (11:30 - 12:30) NOON 12:30 Lunch (12:30 - 1:45) 1:00 1:30 2:00 Promoting Transparency (1:45 - 3:00) Innovative Term Sheets (1:45 - 3:00) 2:30 3:00 Break (3:00 - 3:15) 3:30 Getting Unstuck (3:15 - 4:30) Building Local Economies (3:15 - 4:30) 4:00 4:30 5:00 Break (4:30 - 6:00) 5:30 6:00 Funder-Only Reception (6:00 - 7:00) 6:30 7:00 7:30 Funder-Only Dinner (7:00 - 9:00) 8:00 8:30 2 Timeslots THURSDAY FRIDAY MEMBER-ONLY DAY ADVISORS DAY 7:00 Breakfast at Cavallo Point (7:00-8:45) Breakfast at Cavallo Point (7:00-9:00) 7:30 8:00 Registration Opens (7:30) Registration Opens (7:30) 8:30 Welcome with Gerry Watson (8:45 - 9:00) 9:00 Welcome with Kristin Hull & Doug Bauer (9:00 - 9:15) Members’ Keynote: Kat Taylor (9:00 - 10:00) 9:30 Break (10:00 - 10:15) 10:00 Morning Keynotes: These Times Are Changing (9:15 - 11:30) 10:30 Revolutionary Voices Plenary (10:15 - 11:45) 11:00 11:30 Break (11:30 - 11:45) Community Reflections (11:45 - 12:15) NOON Five small sessions - Choose one (11:45 - 1:00) 12:30 Lunch (12:15 - 1:30) 1:00 1:30 Lunch (1:00 - 2:30) 2:00 Five small sessions - Choose one (1:30 - 2:45) 2:30 Break (2:45 - 3:00) Who’s Who in the World of Working Groups (2:30 - 3:30) 3:00 Confluence Membership Meeting (3:00 - 4:00) 3:30 4:00 Working Group Meetings 4:30 or Open Networking (3:30 - 5:30) Break (4:00 - 6:00) 5:00 5:30 Adjourn (5:30) 6:00 6:30 Building Social Inclusivity Plenary (6:00 - 7:30) 7:00 7:30 A ‘Just Transition’ Themed Dinner Discussion Dinner (7:30 - 8:30) 8:00 (7:30 - 8:30) 8:30 9:00 9:30 Revolutionary Networking 10:00 & Dance Party (8:30 - 11:00) 10:30 11:00 3 CONFERENCE LOGISTICS GETTING TO THE HOTEL & CONFERENCE SITE All conference events will take place at CAVALLO POINT LODGE 601 Murray Circle, Sausalito, California 94965 (415) 339-4700 www.cavallopoint.com GETTING THERE DRIVING TIMES FROM THE AIRPORTS (without heavy traffic considerations) From San Francisco International Airport (SFO): 40-50 minutes From Oakland International Airport (OAK): 50 minutes From the San Jose International Airport (SJC): 70 minutes DIRECTIONS TO CAVALLO POINT FROM SAN FRANCISCO DRIVING From downtown San Francisco to Cavallo Point is approximately a 30 minute to drive. Howev- er, traffic can be an obstacle during rush hours. To get to Cavallo Point from San Francisco it is easiest to take Van Ness Ave to Lombard St . Lombard becomes Highway 101 north, continue to CONTACTS follow signs for Golden Gate Bridge. Take second exit after bridge toward Alexander Ave. Stay right to immediately merge onto Sausalito Lateral Rd. Make first left onto Bunker Rd, then turn CONFLUENCE right to stay on Bunker Rd, do not pass through tunnel. Follow Bunker Rd down hillside, at the PHILANTHROPY stop sign turn right onto Murray Circle Stay left to follow Murray Circle around toward Cavallo Point Reception Office. General Office (212) 812-4367 CAR SERVICE For private care service to/ from the airports or locally within Marin, please call Wanjela Khisa STAFF CELL at North Bay Taxi Cooperatives offering a discount to conference attendees ($71/ each way — NUMBERS FOR SFO). Preferred bookings three days in advance (415-258-2800). You may also contact Cavallo EVENT HOURS Point Reservations for an approximate fee of $80/ each way — SFO (415-339-4700). Camille Goulding Event Logistics PUBLIC TRANSPORTATION Manager Public transportation to and from San Francisco is available by bus or ferry (See below). To (347) 841-2324 access these, Cavallo Point offers complimentary shuttle service for hotel guests to and from the Ferry Station in Sausalito, one mile from the lodge. The shuttle operates on a daily schedule and Sarah DeNicola arrangements must be made 24 hours in advance. Please call (415) 339-4700. Membership Program Manager BY FERRY (415) 317-7905 Cavallo Point offers complimentary shuttle service for hotel guests to and from the Ferry Station in Sausalito, one mile from the lodge. The shuttle operates on a daily schedule and arrange- Michael Silk ments must be made 24 hours in advance. Please call Cavallo Point at (415) 339-4700 to sched- Operations Manager ule. To catch the ferry from San Francisco, the ferry terminal is located 1 Ferry building, San (415) 690 -5012 Francisco at Embarcadero. It’s a beautiful 30-40 minute trip. We recommend it! Dana Lanza CEO Non - Solicitation Policy Confluence Philanthropy is not a funding organization, nor do we channel philanthropic capital directly to discreet individuals, invest- (718) 499-4935 ment opportunities, or funds. The Practitioners’ Meeting is intended to serve as a private space for foundation leaders and their advisors to meet and to strategize about the best use of assets in fulfilling their organizational mission. In order to retain the integrity of this convening we must maintain a strict policy of non-solicitation during and after the event. We ask that advisors and grantseekers do not solicit Practitioners unless invited. Those who violate this policy will not be invited to participate in future meetings. Thank you for your support in protecting the intent of the Practitioners Meeting. 4 2601-2610 1562 2501-2510 oad r r 1561 tie sei 2401-2413 EVENING GALA 1560 swain ro FEBRUARY 5TH ad 522 1101 frank house 519 k 2001-2004 1004 o 523 1559 1003 b 1201 1901-1906 er 1202 2301-2304 1002 1558 1001 st 1557 2201-2204 531 r 2101-2104 903 e1203 merrill street 1556 904 e1204 527 901 t 1555 902 1301 530 1302 803 546 804 1303 1801-1804 529 801 1304 1554 802 15531701-1704 m c r 547 601 ey Cavallo Point was founded by U.S. Army to support Coast Artillary Corps in no 603 ld 1897. 701-704 602 s 1552 rd 604 1601-1604 d e 636 Soldiers Baracks r l 601-606rc 623 Gymnasium for Soldiers (now the Wayburn House) s i 623 1551 1501-1504 d c 601, 602 Artillary Barracks (now the Lobby and Restaurant) l y 1550 1401-1404 o a valet Kober St. Non Comissioned Officers Housing 1563 n r parking r 603 Post Head Quarters Building y e u 604 Commanding Officers House r m CONFERENCE SESSIONS 605, 606, 607, 629, 631 Officers and their families Housing. c 636 m 507-509 & WELCOME RECEPTION 511-512 605 All of the buildings were originally built between 1902 - 1910 501-503 505-506 405-408 606 401-404 welcome gate 307-310 311-312 607 301-304 305-306 lobby healing arts center & spa 205-206 mercantile tea bar 208 629 2nd floor meeting rooms: fitness suite 201-202 Surfbird, Tidewater institute of the golden gate 204 murray circle restaurant 106-109 mission blue 110 farley bar 631 cooking school mission blue lawn 105 2nd floor meeting rooms: 101-104 La Mariposa Borracho, Vintner’s kober street lawn Room, Verbena murray circle lawn callippe fire pit to sausalito Callippe, Silverspot flag pole to golden gate bridge bay area discovery museum ONSITE EVENING SOCIAL EVENTS HOTEL RELAXATION AREAS Farley Bar offers a small-plate menu, creative WEDNESDAY FEBRUARY 4TH cocktails, cozy fireplaces, leather club chairs, WELCOME FUNDER-ONLY RECEPTION and a bar crafted from a fallen tree. Farley Bar AND DINNER WITH INVITED GUESTS provides the social heart of Cavallo Point. Funder-Only Reception 6:00 PM – 7:00 PM – Callippe Terrace & Foyer Murray Circle Restaurant highlights the Funder-Only Dinner 7:00 PM – 9:00 PM – Verbena Room refined modern Northern California cuisine THURSDAY FEBRUARY 5TH anchored in its Marin roots, the freshest local ingredients and stunning Golden Gate Bridge DINNER views. A meal at Murray Circle is awe-inspiring. 7:30 PM – 8:30 PM – Surfbird Room Healing Arts Center and Spa offers massage, ‘JUST TRANSITION’ THEMED DINNER AND DISCUSSION aromatherapy, body treatments, yoga and 7:30 PM - 8:30 PM – Tidewater Room outdoor heated pools. Be sure to check their Sign-up at registration desk ‘Activities Calendar’ so you can plan any class- REVOLUTIONARY NETWORKING EVENT AND DANCE PARTY es, lectures or meals around your treatments. Organic lunch and beverages are available 8:30 PM – 11:00 PM – Mission Blue Chapel onsite at the Tea Bar. Day passes are $65 per Dessert and adult beverages to be served person. Book in advance. 5 ABOUT US CONFLUENCE PHILANTHROPY Confluence Philanthropy supports and catalyzes the work of private, public and community foundations, individual donors, and investment advisors who are committed to moving philanthropy towards mission-aligned investment. At our 5th Annual Practitioners Gathering, philanthropic attendees represent a network of approximately $80 billion in asset under management. Confluence’s core membership represents approximately $34 billion in philanthropic assets, within a wider network of $134 billion in endowed funds.
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