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Forward >> Together 71St Annual Conference FORWARD >> TOGETHER 71ST ANNUAL CONFERENCE FORWARD >> TOGETHER 71ST ANNUAL CONFERENCE SPONSORS .................................................... 4 SCHEDULE AT A GLANCE ............................. 5-6 DAILY SCHEDULE .......................................7-20 IMPORTANT INFORMATION ........................... 21 MAP ............................................................ 22 2019 ANNUAL CONFERENCE COMMITTEE Adrian Cook, Chair Karin Gerstenhaber Shelley Sweatt, Ed.D. The Rees-Jones Foundation Tocker Foundation The Priddy Foundation Abel Wurmnest, Vice Chair Natalie Kelinske Lisa Trahan Anschutz Family Foundation Waco Foundation St. David’s Foundation Margaret Black Amy Latham Lyda Hill Philanthropies The Colorado Health Foundation Jo Z. Carcedo Julie Lerudis Episcopal Health Foundation Boettcher Foundation Matt Carpenter Michael Martinez El Pomar Foundation Casey Family Programs Austin Dickson Katie H. Robbins Community Foundation of the Hoblitzelle Foundation Texas Hill Country Gary Steuer Bonfils-Stanton Foundation BOARD OFFICERS Matt Carpenter Julie Lerudis Board President Treasurer Philanthropy Southwest Philanthropy Southwest El Pomar Foundation Boettcher Foundation Amy M. Meadows Elizabeth A. Grinnell Immediate Past President Secretary Philanthropy Southwest Philanthropy Southwest Parks for Downtown Dallas Enchanted Life Foundation (ELF) BOARD OF DIRECTORS Katie Alford Jennifer Grassham Christopher M. Shaw Community Foundation of Abilene JF Maddox Foundation The George & Fay Young Foundation, Inc. Kelley Barnes Leonard R. Krasnow Lisa Trahan Oklahoma City Community Foundation M. B. & Edna Zale Foundation St. David’s Foundation Jo Z. Carcedo Tom McGuire Episcopal Health Foundation Kronkosky Charitable Foundation Allison Salas Fasy Will Merrick The Mike & Mary Terry Family Foundation The Merrick Foundation Bonnie Gonzalez Laura Sagen Knapp Community Care Foundation, Inc. Casey Family Programs Felicia Chase Goodman Shelley Sweatt, Ed.D. The Cooper Foundation The Priddy Foundation STAFF Tony J. Fundaro Adrienne Clay Lauren Haskins Chief Executive Officer Director of Operations Vice President of Membership Amy J. Askari & CRM Administrator & Partnerships Manager of Member Services Hillary Evans Rachel Mewborn Vice President of Professional Program Associate Learning & Public Policy 71ST ANNUAL CONFERENCE PROGRAM >> 2 WELCOME TO COLORADO SPRINGS DEAR FRIENDS AND COLLEAGUES: Welcome to Philanthropy Southwest’s 71st Annual Conference: Forward Together! We are very pleased to be returning to The Broadmoor where we are always graciously hosted and where our attendees can learn and network against a beautiful mountain backdrop. As many of you know, over the past 18 months, Philanthropy Southwest has engaged an outside consultant to help us learn more about what you – philanthropists and thought leaders across our region and nation – want to see at our Annual Conference. PSW’s new CEO Tony Fundaro has been deeply involved with the Board, staff, and Annual Conference committee in implementing your feedback. As a result, this year, we are thrilled to unveil a reimagined Conference that we believe will meet the diverse and evolving needs of our membership. Our Annual Conference Committee – comprised of 15 philanthropic leaders throughout the Southwest – has worked to craft sessions that will engage attendees around how we think about philanthropy and how we go about philanthropy. This year’s keynote, Robin Hood CEO and bestselling Author Wes Moore, will share an outlook on philanthropy from the perspective of a social entrepreneur leading one of America’s largest anti-poverty movements. Additionally, you will find diverse philanthropy innovation tracks that focus on how philanthropy is engaging with topics such as the Census, blockchain, mental health, and tax reform. Connecting remains a critical part of the culture of the Conference, and there will be numerous networking offerings, including the All Conference Reception at the Ent Center for the Arts and small receptions specific to funder type and issue. We are always pleased to welcome first-time Conference attendees, and for those of you who are experiencing the Conference for the first time we look forward to getting to know you. To both our first-time and repeat attendees, we hope you will find the time to meet and talk with new CEO Tony Fundaro, to learn more about our plans for the future and how PSW is leaning into issues that impact the Southwest region’s people and communities. Thank you again for attending Philanthropy Southwest’s 71st Annual Conference. Your participation is what will make the coming days engaging, thought provoking, and celebratory. The staff of Philanthropy Southwest and the Annual Conference Committee are excited to share the Conference experience at the Broadmoor with you, and we look forward to seeing you at the plenaries, the breakout sessions, and the many informal settings that make this Conference special. At the end of the week we are confident that you are going to leave energized for another year of creating connected, impactful philanthropy in the Southwest. ENJOY THE CONFERENCE! BEST REGARDS, Matt Carpenter Tony J. Fundaro Adrian Cook Abel Wurmnest Board President CEO Chair Vice Chair Philanthropy Southwest Philanthropy Southwest Philanthropy Southwest Annual Philanthropy Southwest Annual Conference Committee Conference Committee Executive Vice President & COO El Pomar Foundation Director of Research & Evaluations Executive Director The Rees-Jones Foundation Anschutz Family Foundation 3 >> 71ST ANNUAL CONFERENCE PROGRAM THANK YOU Philanthropy Southwest wishes to thank the following foundations, corporations, and individuals whose generous support makes this conference possible. Northern Trust St. David’s Foundation JF Maddox Foundation Tiedemann Advisors Bank of America Catchafire The Mike & Mary Terry Commonfund Family Foundation Highground Advisors Signify Community Mason Investment Advisory Westwood Wealth Services, Inc. Management The Priddy Foundation Anschutz Family Foundation Texas Environmental Casey Family Programs Grantmakers Group Ellwood U of C - Colorado Springs FEG Investment Advisors The Rees-Jones Foundation PNC Institutional Asset The Trull Foundation Management Enchanted Life Foundation Walton Family Foundation Elizabeth Grinnell Aon Carl B. & Florence E. King Foundant Technologies Foundation Blackbaud Still Water Foundation Boettcher Foundation Tocker Foundation Communities Foundation of Texas / Educate Texas Graystone Consulting Kirkpatrick Family Fund 71ST ANNUAL CONFERENCE PROGRAM >> 4 ` SCHEDULE AT A GLANCE WEDNESday, OCTOBER 16 10:15 AM - 11:45 AM PHILANTHROPY INNOVATION SESSIONS: 8:30 AM - 6:00 PM Conference Registration Open Broadmoor Main, Pompeiian Room Capacity Building to Catalyze Community Change (above hotel lobby) Colorado Hall F 9:00 AM - 10:30 AM Annual Conference Introduction to Impact Investing Committee Meeting Colorado Hall A Colorado Hall B Linking Money to Mission: An Introduction to Nonprofit Finance 9:00 AM - 10:30 AM Governance & Nominating Colorado Hall B Committee Meeting Double Your Impact - Recycling Waste and Job Creation Colorado Hall D Colorado Hall E 10:30 AM - 11:30 AM Audit & Finance Responding to Emergent Issues: Balancing Timeliness, Committee Meeting Responsibility & Diligence Colorado Hall C Colorado Hall C 10:30 AM - 11:30 AM Communications Turning Outward for Rural Community Advancement Committee Meeting Colorado Hall D Colorado Hall E 12:00 PM - 1:30 PM Lunch & Keynote Speaker 10:30 AM - 11:30 AM Membership Committee Meeting Wes Moore Colorado Hall F CEO of Robin Hood, Army Combat 12:00 PM - 1:00 PM Professional Learning Veteran, Social Entrepreneur, and Committee Meeting Bestselling Author Colorado Hall C International Center Ballroom 12:00 PM - 1:00 PM Public Policy Committee Meeting 1:45 PM - 2:45 PM PHILANTHROPY Colorado Hall E INNOVATION SESSIONS: 1:30 PM - 3:30 PM Board Meeting Washington Update and Legal Issues for Community Colorado Hall F Foundations 2:30 PM - 4:30 PM U.S. Olympic Museum Site Visit Colorado Hall F, 75 min session Group 1 Patient Capital - Driving Portfolio Resilience Buses Depart at 2:30 PM from Colorado Hall A, 75 min session The Broadmoor’s South Building pre-registration required Changing the Narrative: Using an Evidence-based Approach to Talk about Aging 3:45 PM - 5:30 PM U.S. Olympic Museum Site Visit Colorado Hall C Group 2 Buses Depart at 3:45 PM from Mental Health Supports in School Settings The Broadmoor’s South Building Colorado Hall E pre-registration required The Border Wall: Eminent Domain, Immigration and Ecology 2:30 PM - 4:30 PM Complimentary Foundant Colorado Hall B Technologies Grant 2020 Census: Counting the Emerging Southwest Lifecycle Manager Colorado Hall D User Group Colorado Hall E 3:15 PM - 4:45 PM Foundation TRUSTEE AND 5:00 PM - 5:30 PM Newcomers’ Reception Staff ESSENTIALS BREAKOUT Penrose House Salon SESSIONS 5:30 PM - 7:30 PM Opening Reception Conversations Around Trustee Governance, Roles and Strategic Leadership Penrose House International Center South THURSday, OCTOBER 17 Foundation Staff Essentials: The Profound Basics of Your Work Colorado Hall E 7:30 AM - 5:30 PM Conference Registration Open Colorado Hall Lobby 8:30 AM - 10:00 AM Breakfast & Plenary Speaker Rich Harwood International Center Ballroom 5 >> 71ST ANNUAL CONFERENCE PROGRAM ` SCHEDULE AT A GLANCE 5:00 PM - 6:00 PM Small Receptions 1:45 PM - 2:45 PM PHILANTHROPY Child Well-being Funders, Remington Room INNOVATION SESSIONS: Community Foundations,
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