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2015 Symposium PROGRAM 2015 SYMPOSIUM PROGRAM OCTOBER 27-28 TORONTO, ONTARIO Empowering community partnerships for positive change Proud to sponsor Philanthropic Foundations Canada 2014 Conference Thank you We are grateful to the following sponsors for their financial support of this symposium: PRINCIPAL PARTNER www.deloitte.ca © Deloitte LLP and affiliated entities. PATRONS ASSOCIATE TABLE OF CONTENTS WELCOME SYMPOSIUM AT A GLANCE ������������������������������������2 SYMPOSium Schedule – TUESDAY ���������������������4 SYMPOSium Schedule – WedneSDAY ���������������5 PLENARY SPEAKERS ����������������������������������������������16 SPEAKERS ��������������������������������������������������������������19 HOTEL FLOOR PLANS �������������������������������������������26 NOTES ��������������������������������������������������������������������28 SOLVING CHALLENGES TOGETHER|pfc.ca/symposium2015 Welcome to Toronto SOLVING CHALLENGES TOGETHER|pfc.ca/symposium2015 DEAR COLLEAGUE Welcome to Toronto and to the 2015 symposium of Philanthropic Foundations Canada. Our theme is Solving Challenges Together. We are looking at how philanthropic funders from foundations and businesses, bringing new ideas drawn from their own deep experience working with partners in the community, can work with governments at all levels (local, provincial and national) to address more effectively many deep-rooted social issues. Some questions we are asking at this symposium: n Should foundations and corporate funders participate in discussions about public policy? What are the rules? n What are some of the creative tensions involved in working across sectors, given different expectations about timelines, risk and accountability? n Can smaller foundations work together to share their creative strategies in these areas? n How do we measure the impact of our work, even if we are not looking specifically for policy change? Our thanks go to the committed members of the Toronto planning team, and to our sponsors and funding partners. We hope that you leave this day feeling re-motivated, energized and eager to apply some of your new learning to your ongoing work as a funder. Hilary Pearson Bruce Lawson President Chair, PFC Board of Directors Philanthropic Foundations Canada President, The Counselling Foundation of Canada SOLVING CHALLENGES TOGETHER|pfc.ca/symposium2015 SYMPOSIUM AT A GLANCE TUESDAY 27 OCTOBER 2:30 – 5:00 pm Symposium Registration Foyer, Convention Level Toronto Marriott Downtown Eaton Centre Hotel 5:00 – 6:00 pm Opening Panel Discussion Trinity Ballroom From Policy to Politics: Does Philanthropy Have a Role in the Public Landscape? Convention Level Roger Gibbins, Max Bell Foundation, Senior Fellow and Alex Himelfarb, Chair, World Wildlife Federation and Canadian Alliance to End Homelessnes Moderated by Graham Fox, President, Institute for Research on Public Policy 6:00 – 9:00 pm Reception & Dinner Adelaide & Trinity Ballroom Convention Level WEDNESDAY 28 OCTOBER 7:30 – 8:45 am Registration & Breakfast Foyer & Salon AB Convention Level 8:45 – 10:00 am Opening Plenary Salon AB Philanthropy, Government and Community: Setting the Stage for Dialogue Matthew Mendelsohn, founding Director, Mowat Centre, School of Public Policy and Governance, University of Toronto Rapid Fire Talks (repeated in deep dive conversations) 10:00 – 10:30 am BREAK Foyer 10:30 – 12:15 pm Deep Dive Conversations Salon AB n Working Collectively with a City and a Province Stephen Huddart, The J.W. McConnell Family Foundation Salon AB n Building Evidence for Good Policy Sherri Torjman, Caledon Institute of Social Policy Salon AB n Projects, Policy and Power Colette Murphy, Atkinson Foundation Salon CD n Aligning Public and Philanthropic Goals through Collaboration Andrea Cohen Barrack, Ontario Trillium Foundation 2 SOLVING CHALLENGES TOGETHER|pfc.ca/symposium2015 SYMPOSIUM AT A GLANCE Salon CD n Creating New Policy Ideas: The EcoFiscal Commission Bruce Lourie, Ivey Foundation Salon CD n Funding Government: Why and Why Not? Shelley Uytterhagen and Karen Wilkie, Carthy Foundation York A n Partnering with Government on Youth Homelessness Valerie Lemieux, Catherine Donnelly Foundation York B n Picking a Policy Focus for Greater Impact Morris Rosenberg, Pierre Elliot Trudeau Foundation Bay n Convening Public Policymakers Around Youth Mental Health Ian Boeckh, Graham Boeckh Foundation Trinity III n Informing Public Policy and Shaping Urban Regions: The Neptis Model Marcy Burchfield, Neptis Foundation Trinity IV n Working with Aboriginal Leaders to Improve Education Lucie Santoro, Martin Aboriginal Education Initiative Trinity V n Working the Public System Differently: Investing in Employment Bill Young, Bealight Foundation Trinity V n Engaging in the Public Forum Marcel Lauzière, Lawson Foundation 12:15 – 1:30 pm OPEN LUNCH Salon AB 1:30 – 2:40 pm Short Talks Salon AB n How to Change the World: Helping Charities Engage in Policy Work and David Elton, Max Bell Foundation Salon CD n Partnering with Government: Lessons From Experience Jean-Marc Chouinard, Fondation Lucie et André Chagnon n What’s Charitable Activity and Why Not? Legal Boundaries for Foundations Adam Parachin, Faculty of Law, Western University (presented twice) n Measuring our Impact in Policy and Advocacy Tanya Beer, Center for Evaluation Innovation (presented twice) 2:45 – 3:15 pm BREAK Foyer 3:15 – 4:15 pm Closing Plenary Panel Salon AB Who Says Charities Can’t Have Opinions? The Media, Public Opinion and Philanthropy William J. Fox, Senior Fellow, Massey College Delyse Sylvester, Director of Communications, The Natural Step Canada Lara Ellis, Ecosystem Markets Development Director, ALUS Canada Tyler Hamilton, journalist, Toronto Star SOLVING CHALLENGES TOGETHER|pfc.ca/symposium2015 3 SYMPOSIUM PROGRAM TUESDAY Unless otherwise indicated, all sessions are on Convention level. 2:30 – 5:00 pm Registration Foyer 5:00 – 6:00 pm Opening Panel Conversation Trinity Ballroom Convention Level From Policy to Politics: Does Philanthropy Have a Role in the Public Landscape? The goals of governments, charities and foundations overlap in the domain of public policy. We all care about good public policy at all levels of our common life (neighbourhood, city, region or nation). But in the evolving dynamic between charities and governments, what is the role of foundations in promoting public debate, supporting civic engagement and encouraging good policy making? Do public and political expectations and rules these days favour, or more frequently, discourage policy engagement by charities? Should charities and their funders complement, substitute for or indeed replace government services? What does this mean for accountability and priority-setting? Join us for a lively debate. Featuring: n Roger Gibbins, Senior Fellow, Max Bell Foundation n Alex Himelfarb, Chair, World Wildlife Federation and Canadian Alliance to End Homelessnes Moderated by: n Graham Fox, President, Institute for Research on Public Policy 6:00 – 7:00 pm Reception Adelaide Room, Lobby 7:00 – 9:00 pm Dinner Trinity Ballroom 4 SOLVING CHALLENGES TOGETHER|pfc.ca/symposium2015 SYMPOSIUM PROGRAM WEDNESDAY Unless otherwise indicated, all sessions are on Convention level. 7:30 – 8:45 am Registration & Breakfast Foyer & Salon AB 8:45 – 10:00 am Opening Plenary Salon AB Philanthropy, Government and Community: Setting the Stage for Dialogue Matthew Mendelsohn, founding Director, Mowat Centre, School of Public Policy and Governance, University of Toronto Rapid Fire Talks (topics repeated in deep dives) n Working Collectively with a City and a Province Stephen Huddart, The J.W. McConnell Family Foundation n Building Evidence for Good Policy Sherri Torjman, Caledon Institute of Social Policy n Projects, Policy and Power Colette Murphy, Atkinson Foundation n Aligning Public and Philanthropic Goals Through Collaboration Andrea Cohen Barrack, Ontario Trillium Foundation n Creating New Policy Ideas: The EcoFiscal Commission Bruce Lourie, Ivey Foundation 10:00 – 10:30 am BREAK Foyer 10:30 – 12:15 pm Deep Dive Conversations – Solving Challenges Together Round #1 10:35 – 11:05 am Round #2 11:10 – 11:40 am Round #3 11:45 – 12:15 pm Participants now have an opportunity to have a deeper learning conversation about specific funder experiences in solving challenges in partnership with government, communities or funders. Select three case studies from the following 13 cases. You will move from table to table, (each table identified by topic), every 30 minutes. The topics are listed by location. They will be repeated three times (once per time slot). SOLVING CHALLENGES TOGETHER|pfc.ca/symposium2015 5 SYMPOSIUM PROGRAM SALON AB 1 Working Collectively with a City and a Province Stephen Huddart, The J.W. McConnell Family Foundation Canada is one of the world’s most urbanized nations – 80% of us live in cities. And yet many of the policy and fiscal levers that govern life in cities are located at the provincial level. How can funders expedite innovation and policy change when key policy areas such as health, education and social services are managed by both regional and provincial levels of government? Stephen Huddart will make the case that this fractured state of affairs can be seen as Canada’s unique advantage – a powerful source of ingenuity and social cohesion – provided that funders are willing to enter strategic partnerships with governments, the private sector, affected populations and their own peers, to co-create solutions. This talk will share key lessons learned from three collective partnerships: the Winnipeg
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