Join PEAK. Join More Than 365 Grantmaking Organizations – Your Peers Leading the Way in Philanthropy – As a Dues-Paying PEAK Grantmaking Organization Member

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Join PEAK. Join More Than 365 Grantmaking Organizations – Your Peers Leading the Way in Philanthropy – As a Dues-Paying PEAK Grantmaking Organization Member Where Opportunity Takes Root We are a family-led foundation that creates access to opportunity for people and communities by improving K-12 education, protecting the environment and advancing the quality of life in our home region. waltonfamilyfdn waltonfamilyfoundation waltonfamilyfoundation.org waltonfamilyfdn Welcome to PEAK2020: Courage in Practice PEAK Grantmaking's 16th annual conference and the sector’s largest gathering of grants management professionals. This year is a new milestone – our largest conference organizational culture, and complex grantmaking yet – bringing together more than 900 practitioners, systems to enact this change. along with experts and partners, and supportive businesses. For us, it is an affirmation of the value of We dedicate PEAK2020 to you: Fuel your inspiration what we’ve all built together: a deeply committed, and let’s take the next step together to embrace intensively supportive, member-centered community courage in practice. that’s dedicated to the “how” of grantmaking. Onward! For more than two decades, PEAK Grantmaking The PEAK Grantmaking team & has elevated the profession of grants management your PEAK2020 Conference Co-chairs by focusing on practices and their improvement. Thanks to the participation of 4,500 members across 14 chapters, a group of 200-plus volunteers, and the 365 grantmaking organizations and consultants that Shonda Barnett help power the work as dues-paying members, our Senior Manager – Grants network continues to grow and thrive. Texas Women’s Foundation With the 2019 launch of our Principles for Peak Grantmaking, PEAK issued a call to action to Candy M. Champion philanthropy to courageously lead the way in Grants Manager implementing equitable, effective, and efficient Turner Foundation grantmaking practices – transforming how grants get made. Let’s take this time in Seattle to delve into what Sue Fulton grantmaking practice in support of equity looks like, Chief Financial Officer Endowment for Health then have the courage and the fortitude to live our values by approaching change management, TABLE OF CONTENTS Team ............................................................................................... 2 Networking ...................................................................................12 Principles for Peak Grantmaking .................................................. 4 Program Detail ............................................................................. 14 App Details and Social Media ..................................................... 6 Sponsors ...................................................................................... 23 Floorplans ....................................................................................... 7 Expo Hall & Exhibitor Listing ....................................................... 24 Schedule-at-a-glance ................................................................... 8 Membership .................................................................................29 Keynotes ....................................................................................... 10 Notes ............................................................................................30 PEAK2020 Team Here’s to the people who make PEAK2020 possible: Thank you to our conference co-chairs, proposal reviewers, and committee members — as well as their employers — for all your support. Our volunteers have contributed their time, their expertise, and their enthusiasm toward making this conference an enriching and empowering experience for all. We could not be more grateful for their leadership. Conference Co-chairs Jenna Hansen, Kaiser Permanente Kecia Haggins, Georgia Shonda Barnett, Texas Jody Jonas, Best Buy Power Foundation Women’s Foundation Rosa King, The Carl Gellert and Heidi Jedlicka Halvarson, Candy M. Champion, Celia Berta Gellert Foundation The Medtronic Foundation Turner Foundation Tracy Lamparty, Jay and Rose Jody Jonas, Best Buy Sue Fulton, Endowment Phillips Family Foundation of Sarita Michaca, JP Morgan for Health Minnesota Chase Foundation Jody Marshall, Meyer Denise Miller, TCF Foundation Proposal Reviewers Memorial Trust Marion O’Neill, PSEG Robin Barker, George Sarita Michaca, Citi Foundation Services Corp. Family Foundation Denise Miller, TCF Foundation Denise Barreto, Relationships Small Foundation Matter Now Marion O’Neill, PSEG Committee Services Corp. Bree Bess, BlueCross BlueShield Robin Barker, George Family of South Carolina Foundation Erin Peterson, The Klarman Foundation Family Foundation Christina Bernard, Pacific Susan Fulton, Endowment Hospital Preservation & Anne-Marie Schaaf, John for Health Gogian Family Foundation Development Authority Diane Grossman, Sheltering Danielle Cheslog, Otto Ursula Stewart, Salesforce.org Arms Foundation Bremer Trust Sonia Vick, Williams Family Rosa King, The Carl Gellert and Lisa Colaninno, The Travelers Foundation of Georgia Celia Berta Gellert Foundation Companies, Inc. Amanda Vragovich, National Tracy Lamparty, Jay and Becky Ferguson, Salesforce.org Endowment for Democracy Rose Phillips Family Foundation of Minnesota Sue Fulton, Endowment Corporate Grantmaker for Health Advisory Council Lisa May, Fieldstead & Company Dan Gaff, May and Stanley Bree Bess, BlueCross BlueShield Angelina Pienczykowski, Tinker Smith Charitable Trust of South Carolina Foundation Foundation, Inc. Angela Gerena, AIG Jenna Hansen, Kaiser Anne-Marie Schaaf, John Diane Grossman, Sheltering Permanente Gogian Family Foundation Arms Foundation Lisa Colaninno, Kecia Haggins, Georgia The Travelers Companies, Inc. Power Foundation Rebecca Ferguson, Salesforce.org Heidi Halvarson, Angela Gerena, AIG Medtronic Foundation 2 | PEAK2020 Connections Committee Marc McDonald, AARP Julia Burgess, The ELMA Foundation Philanthropies Ify Mora, Margaret A. Cargill Liz Donohue, Peter G. Philanthropies Peterson Foundation Suki O’Kane, Walter and Elise Jina Freiberg, Public Haas Fund Welfare Foundation Heather Peeler, ACT for Kim Foster, Kim Foster Alexandria Consulting LLC Tim Robinson, The Lumina Tara Havlicek, Mitsubishi Electric Foundation America Foundation Gary Romero, Virginia G. Adam Liebling, Robert Wood Piper Charitable Trust Johnson Foundation Elizabeth Tabita, The California Fernanda Kuchkarian, Health Endowment Foundation Foundation of South Florida Rikard Treiber, Peter G. Peterson Donald Roeseke, C&W Foundation Creative Endeavors Jane Ward, Meyer Foundation Tania Yannarilli, Park Foundation PEAK Grantmaking Staff PEAK Grantmaking Elizabeth Bicer, Programs Board of Directors and Talent Development Director Kevin Bolduc, Center for Elly Davis, Programs Effective Philanthropy and Knowledge Manager Janet Camarena, Candid Dolores Estrada, Chief Steven Casey, John D. Operating Officer and Catherine T. MacArthur Akeem Favor, Communications Foundation and Marketing Specialist Elsa Chin, JPMorgan Clare Larson, Member Chase & Co. Relationship Manager Satonya Fair, The Executive Betsy Reid, Communications Leadership Council and Marketing Director Tiauna George, Chan Sara Sanders, Membership Zuckerberg Initiative Director Allison Gister, Conrad N. Melissa Sines, Programs Hilton Foundation and Knowledge Director Kerri Hurley, Barr Foundation Carolyn Sosnowski, E-Learning Adriana Jimenez, American and Content Manager Jewish World Service Acknowledgements Hope Lyons, Rockefeller Marva Lewis, The Event Brothers Fund Professionals PEAK2020 | 3 Principles for Peak Grantmaking Tie Practices Last year, we issued a call-to-action to to Values transform the practice of philanthropy into the practice of principled grantmaking, as introduced in our Courage in Practice whitepaper, complete with a collective vision Steward Narrow the and action plan. Created by and for our Responsively Power Gap members, the Principles for PEAK Grantmaking 5 are a values-driven, equity-centered, Principles practice-based roadmap for change. Here at PEAK2020, we’ll illuminate Learn, the Principles through five dedicated Drive Share, learning tracks, encouraging courageous Equity Evolve conversations. Together, we can lead the way in living our values by putting these five Principles into practice to transform how grants get made. How we’re supporting you in putting Tie Practices to Values the Principles into practice Link grantmaking practices with grantmaker values, integrating values throughout every aspect of In 2020 and beyond, we’ll be using the five Principles grantmaking, to walk the talk and propel the mission. as a guiding framework for educational content that equips our members to inspire and lead equitable Narrow the Power Gap change in your practices. Use practices and policies to help narrow the power gap between grantmakers and grantseekers, and value We’re building a comprehensive toolkit for our equally the resources each brings to the partnership. members designed to guide you in applying each Principle to your work and throughout your Drive Equity organization – through action planners, case Build grantmaking practices and policies that minimize stories, in-depth how-to guides, webinars, online bias and support decisions that promote justice, learning modules, and chapter events, and our new inclusion, and equity. Communities of Practice. Now online, you can explore the first two suites of Learn, Share, Evolve resources and recommendations – for Tie Practices to Contribute to building sector-wide knowledge and Values and Narrow the Power Gap. Rolling out spring seek wisdom from others pursuing change and impact.
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