Empower Philanthropy! 2015 ANNUAL CONFERENCE Presented by ABFE: A Philanthropic Partnership for Black Communities

Napa Valley CALIFORNIA

April 23 - April 25, 2015

Embassy Suites Napa Valley 1075 California Boulevard · Napa Valley, California www.abfe.org

Thank You to Our Sponsors

Executive Sponsors:

Table of Contents

Page 2 The Kinsey Collection at ABFE Conference Platinum Sponsors:

Page 3 Welcome to Empower Philanthropy!

Page 4 ABFE Membership

Page 5 Bay Area Volunteer Planning Committee

Page 6-7 Schedule At-a-Glance Gold Sponsors: Page 10 Conference Shuttle Transportation Schedule

Page 12 ABFE Connecting Leaders Fellowship 2015

Page 13 ABFE Board of Directors and Staff

Page 15 Thursday, April 23 Conference Program

Page 18 Friday, April 24 Conference Program

Page 20-22 James A. Joseph Lecture and Award Reception Spotlight on Lecturer and Award Recipients Silver Sponsors:

Page 25 Saturday, April 25 Conference Program

1 ursday, April 23 12:00 PM - 4:00 PM / 8:30 PM - 10:00 PM Book signing with Bernard and Shirley Kinsey

Friday, April 24 7:00 AM - 12:00 PM / 1:30 PM - 6:00 PM

Saturday, April 25 7:00 AM - 11:30 AM / 1:30 PM - 6:00 PM 2 Empower Philanthropy! 2015 ANNUAL CONFERENCE Presented by ABFE: A Philanthropic Partnership for Black Communities

Greetings ABFE Family and Friends!

We are thrilled that so many of you could join us for Empower Philanthropy 2015. Our numbers this year are record-breaking; I think it has a lot to do with what is happening in our country as well as how ABFE is choosing to respond. This year we’ve highlighted several important issues: first and foremost, how we use the leadership positions we hold in foundations around the country at all levels but specifically at the CEO and Trustee level. Second, we are highlighting the importance of investing in Black-led organizing in our community to build power – the power needed to move political, economic and social justice agendas to improve the future of our families and community. In addition to these two themes, there are a number of professional development opportunities and issue- based summits that together will give you an opportunity to learn, network and strategize on issues that matter to you and your work. We will recognize leaders at our 2015 Annual James A. Joseph Lecture and Awards Program and still have time for respite and fun!

On behalf of ABFE’s Board and staff, welcome to Napa. I want to extend a special thanks to the members of our California-based planning team who have been extremely helpful in making this meeting happen. Please let us know how we can improve on our future conference time together and be sure to make this weekend work for you!

In Unity-

Susan Taylor Batten

3

JOIN.

ABFE. Where perrssonal passion meets profeofessional mission PARTNER.

ABFE works alongside its members to transform Black communities ADVOCATE.

ABFE advocates to direct invvesestments and resources to uplift Black commununities TRANSFORM.

All communities are imprproved when we transformform Black communities

www.abfe.org | #EmpowerPhilanthropy

4 ABFE salutes the Bay Area Volunteer Planning Committee for its contribution and support to the planning and execution of the 2015 conference

Marcus L. Alexis Ernest Hopkins Senior Vice President, Marketing and Client Services Director of Legislative Affairs Progress Investment Management Company, LLC AIDS Foundation

Jim Becker Summer Jackson President and Chief Executive Office Project Director Richmond Community Foundation Bay Area Blacks in Philanthropy

Fred Blackwell Tamara Moore Chief Executive Officer Principal e San Francisco Foundation e WIT Group

Cedric Brown Duane T. Poe Managing Partner Chief Executive Officer Kapor Center for Social Impact Bay Area Black United Fund, Inc.

Emmett D. Carson, Ph.D. Retha Robinson CEO and President Director, Koshland Program Silicon Valley Community Foundation e San Francisco Foundation

Eleanor Clement Glass Charles Sidney Fields Special Advisor to the President for Public Policy Regional Program Manager Initiatives e California Endowment Silicon Valley Community Foundation

Chet P. Hewitt President & CEO Sierra Health Foundation

5 Thursday, April 23 11:00 AM – 7:00 PM Conference Registration LOCATION : e Terrace: ABFE Registration Lounge

12:00 PM – 4:00 PM The Kinsey Collection Exhibition LOCATION: Parlor 357, 2nd Floor

6:00 PM – 8:30 PM Donor Salon Dinner & Conversation with Bernard and Welcome Shirley Kinsey, The Kinsey Collection LOCATION: Fountain Court

ABFE’s 2015 Annual Conference will place an emphasis 8:30 PM – 10:00 PM on the need for bold leadership by Black professionals The Kinsey Collection Exhibition and Shared Treasures in the field as well as increased investments in Black of Bernard and Shirley Kinsey – Where Art and History organizing and constituency engagement. Our sessions Intersect book signing and activities will lift up contemporary and cutting-edge LOCATION: Parlor 357, 2nd Floor philanthropic strategies in key issue areas including education, health and wellness, and jobs/workforce. We also will illustrate creative investment strategies that reflect Friday, April 24 the core principles of our Responsive Philanthropy in Black 7:00 AM – 12:00 PM Communities including constituency engagement, The Kinsey Collection Exhibition leadership and policy/system reform. Empower Parlor 357, 2nd Floor Philanthropy 2015! will mobilize foundation professionals, thought leaders and non-profits to work together to 8:00 AM – 8:35 AM achieve the greatest impact for the Black community. Annual Membership Meeting LOCATION : Pinot Noir

We have what we need, let’s work 8:45 AM – 10:00 AM Special Presentation: A Landmark Moment: Black CEO together to effect lasting change! Leadership in California LOCATION : Pinot Noir

10:15 AM – 11:45 AM Opening Plenary: Empower Philanthropy 2015! A www.abfe.org Conversation with Leaders 333 Seventh Avenue LOCATION : Pinot Noir 14th Floor, New York, New York 10001 Phone 646.230.0306 l Email [email protected] 12:00 PM – 1:30 PM Luncheon Program: Leverage the Trust LOCATION : Fountain Court follow us abfe 1:30 PM – 6:00 PM @ The Kinsey Collection Exhibition #EmpowerPhilanthropy LOCATION : Parlor 357, 2nd Floor

like us on facebook: Abfe Philanthropy 6 2015 Conference Schedule At-A-Glance

2:00 PM – 5:00 PM Black Facts in Wealth and Asset Building Professional Development LOCATION : Chardonnay B Institutes (PDIs) Black Facts in Health and Wellness Black Organizing for Racial Justice Change for All Our LOCATION : Chardonnay C Communities LOCATION : Pinot Noir Luncheon Plenary: The Urgency of Now: Constituency Engagement and Strengthening Black Families Organizing in Black Communities LOCATION : Sauvignon Blanc LOCATION : Fountain Court ABFE Responsive Philanthropy in Black Communities Training (RPBC) - A Game Changer in Philanthropy: 2:00 PM – 5:00 PM Applying a Race Equity Frame to Your Work ABFE Innovation Marketplace LOCATION : Chardonnay Innovation Market on Storytelling & Digital Diaspora Race Equity in Philanthropy Group (REPG) Session LOCATION : Cabernet LOCATION : Cabernet Innovation Market on SMART Investing 6:30 PM – 11:00 PM LOCATION: Chardonnay C James A. Joseph Lecture Innovation Market on Technology and Workforce and Awards Reception LOCATION : Sauvignon Blanc Innovation Market on Keepers of Our Brothers and LOCATION : City Winery Napa at the Historic Napa Valley Opera House Sisters LOCATION : Chardonnay A/B Saturday, April 25 ABFE Coaching with a Racial Equity Lens – Join the Movement! 8:30 AM – 11:00 AM LOCATION : Pinot Noir C

ABFE Black Facts Summits 6:00 PM – 7:30 PM Black Facts in Education Connecting Leaders Fellowship Program Reunion and LOCATION : Cabernet Reception – by invitation only Black Facts in Employment and Workforce LOCATION : Pinot Noir B Development Leverage the Trust Reception – by invitation only LOCATION : Sauvignon LOCATION : North Pool Patio Black Facts in Criminal Justice, Policing and Mass 7:30 PM – 11:00 PM Incarceration ABFE Networking Party LOCATION : Chardonnay A LOCATION : Eleven Eleven Wines (off-site)

7 8 ABFE Salutes

for Supporting the

Empower Philanthropy! 2015 ANNUAL CONFERENCE Presented by ABFE: A Philanthropic Partnership for Black Communities

9 Complimentary Shuttle Transportation

Thursday, April 23 — AFTERNOON/EVENING SCHEDULE Blue Shuttle Schedule Orange Shuttle Schedule (To/From Napa Winery Inn and Napa Valley Marriott Hotel & Spa) (To/From Doubletree by Hilton Hotel and Spa Napa Valley) NAPA WINERY INN / MARRIOTT TO EMBASSY SUITES DOUBLETREE TO EMBASSY SUITES 4:00 PM Napa Winery / 4:15 PM Marriott 4:00 PM / 5:30 PM / 7:00 PM 5:00 PM Napa Winery / 5:15 PM Marriott EMBASSY SUITES TO DOUBLETREE 6:00 PM Napa Winery / 6:15 PM Marriott 4:45 PM / 6:30 PM / 8:30 PM / 10:00 PM 7:00 PM Napa Winery / 7:15 PM Marriott EMBASSY SUITES TO MARRIOTT & NAPA WINERY INN 5:30 PM / 7:30 PM / 8:30 PM / 9:30 PM / 10:30 PM

Friday, April 24 — MORNING SCHEDULE Blue Shuttle Schedule Orange Shuttle Schedule (To/From Napa Winery Inn and Napa Valley Marriott Hotel & Spa) (To/From Doubletree by Hilton Hotel and Spa Napa Valley) NAPA WINERY INN TO EMBASSY SUITES DOUBLETREE TO EMBASSY SUITES 6:30 AM Napa Winery / 6:45 AM Marriott 6:00 AM / 7:00 AM / 8:00 AM / 9:00 AM 7:15 AM Napa Winery / 7:30 AM Marriott EMBASSY SUITES TO DOUBLETREE 8:00 AM Napa Winery / 8:15 AM Marriott 8:30 AM / 9:30 AM / 10:30 AM 9:00 AM Napa Winery / 9:15 AM Marriott EMBASSY SUITES TO MARRIOTT/NAPA WINERY INN 7:45 AM / 9:30 AM / 10:30 AM

AFTERNOON/EVENING SCHEDULE Blue Shuttle Schedule Orange Shuttle Schedule (To/From Napa Winery Inn & Napa Valley Marriott Hotel & Spa***) (To/From Doubletree by Hilton Hotel and Spa Napa Valley***) EMBASSY SUITES TO MARRIOTT/NAPA WINERY INN EMBASSY SUITES TO DOUBLETREE 4:15 PM / 5:30 PM 5:15 PM MARRIOTT/NAPA WINERY INN TO CITY WINERY DOUBLETREE TO EMBASSY SUITES/CITY WINERY FOR James A. Joseph Lecture and James A. Joseph Lecture and Awards Reception Awards Reception 6:00 PM Napa Winery Inn / 6:15 PM Marriott 5:45 PM (pickup at Doubletree only) 6:45 PM Napa Winery Inn / 7:00 PM Marriott 6:15 PM (pickup at Embassy Suites) CITY WINERY TO EMBASSY SUITES/MARRIOTT/ 6:40 PM / 6:50 PM / 7:15 PM (pick up at Embassy Suites only) NAPA WINERY INN CITY WINERY TO EMBASSY SUITES/DOUBLETREE 9:00 PM / 10:00 PM / 11:30 PM 9:00 PM / 10:00 PM / 11:30 PM *** Includes periodic stops to Embassy Suites for off-site special events *** Includes periodic stops to Embassy Suites for off-site special events

10 Saturday, April 25 — MORNING SCHEDULE Blue Shuttle Schedule Orange Shuttle Schedule (To/From Napa Winery Inn and Napa Valley Marriott Hotel & Spa) (To/From Doubletree by Hilton Hotel and Spa Napa Valley) NAPA WINERY INN/MARRIOTT TO EMBASSY SUITES DOUBLETREE TO EMBASSY SUITES 6:30 AM Napa Winery / 6:45 AM Marriott 6:00 AM / 7:00 AM / 8:00 AM / 9:00 AM 8:00 AM Napa Winery / 8:15 AM Marriott EMBASSY SUITES TO DOUBLETREE 9:00 AM Napa Winery / 9:15 AM Marriott 8:30 AM / 9:30 AM / 10:30 AM EMBASSY SUITES TO MARRIOTT/NAPA WINERY INN 7:30 AM / 9:30 AM / 10:30 AM

AFTERNOON/EVENING SCHEDULE Blue Shuttle Schedule Orange Shuttle Schedule (To/From Napa Winery Inn and Napa Valley Marriott Hotel & Spa***) (To/From Doubletree by Hilton Hotel and Spa Napa Valley***) EMBASSY SUITES TO MARRIOTT/NAPA WINERY INN EMBASSY SUITES TO DOUBLETREE 4:15 PM / 5:30 PM 4:30 PM / 5:30 PM / 6:30 PM MARRIOTT/NAPA WINERY INN TO ELEVEN ELEVEN WINERY DOUBLETREE/EMBASSY SUITES/ELEVEN ELEVEN WINERY 7:00 PM Napa Winery Inn / 7:15 PM Marriott 7:00 PM Doubletree / 7:20 PM Embassy Suites 8:00 PM Napa Winery Inn / 8:15 PM Marriott 7:45 PM / 8:15 PM / 8:45 PM (pick up at Embassy Suites only) ELEVEN ELEVEN WINERY TO EMBASSY ELEVEN ELEVEN WINERY TO EMBASSY SUITES/MARRIOTT/NAPA WINERY INN SUITES/DOUBLETREE 8:45 PM / 9:30 PM / 10:15 PM / 11:30 PM 9:00 PM / 10:00 PM / 11:30 PM *** Includes periodic stops to Embassy Suites for off-site special events *** Includes periodic stops to Embassy Suites for off-site special events

3 Tips to Fully Engage in the ABFE “Empower Philanthropy” Conference Experience!

1. Go with the flow. This conference is intended to help you find the time and space to network, learn and inspire each other.

2. Follow your passion. Participate in the plenaries. Go to the sessions that you pre-registered for.

3. Tweet, and tweet often. Use the #ABFE #ABFEConference #EmpowerPhilanthropy 11 ABFE CONNECTING LEADERS FELLOWSHIP PROGRAM

Join Us for an informational call on Thrusday, May 7th from 2 to 3 pm ET

12 ABFE Class of 2015 Board Nominees

William Buster Antoinette Malveaux Karen McNeil-Miller Director of New Orleans and Mississippi Programs Managing Director President W.K. Kellogg Foundation Casey Family Programs Kate B. Reynolds Charitable Trust

ABFE 2015 Board of Directors

Toya Randall (Chair) Samuel Cargile, Ph.D. Marcus L. McGrew Senior Director, Community Initiatives Vice President Grantmaking Director of Grants Management Casey Family Programs Lumina Foundation e Kresge Foundation

Gary L. Cunningham (Vice Chair) Bithiah L. Carter Kent McGuire Trustee President President & CEO Loppet Foundation New England Blacks in Philanthropy Southern Education Foundation

Kenneth Jones (Treasurer) Lauren Casteel Alvertha Penny Vice President for Finance and Administration President and CEO Board of Directors e Annie E. Casey Foundation e Women’s Foundation of Colorado Foundation for Louisiana

Towalame Austin (Secretary) John Jackson, Ed.D., J.D. Alandra Washington Executive President and CEO Director – Quality and Organizational Roc Nation e Schott Foundation Effectiveness W.K. Kellogg Foundation Ivye Allen, Ph.D. Roz Lee President Director, Social Justice Initiatives Sherece West-Scantlebury, Ph.D. Foundation for the Mid-South Arcus Foundation/New York President Winthrop Rockefeller Foundation Team ABFE

Susan Taylor Batten Edward M. Jones President and CEO Director of Programs

Marcus F. Walton Lynne Harwell Algrant Chief Operating Officer Professional Development Coordinator

Janet Gumbs Natalie Diaz Chief Financial Officer Membership Coordinator

Erika Seth Davies Floria Abney Director of External Affairs Administrative Associate

Joshua Powers Bianca Alston Director of Knowledge Management and Membership and Program Assistant Administration

13 14 ABFE 2015 Program Thursday, April 23, 2015 ABFE CONFERENCE – DAY 1 / APRIL 23

6:00 PM – 9:00 PM Donor Salon Dinner & Conversation The Donor Salon proves to be an exciting opportunity for intriguing conversation and full audience participation in an intimate setting. The Donor Salon is space designed for a discussion of innovative strategies for collective giving, traditions and motivations driving our philanthropy.

Featuring dinner, wine and jazz with musician and winemaker Marcus Johnson followed by a conversation with Bernard and Shirley Kinsey of the famous Kinsey Collection.

15 ABFE 2015 Program

and Management Committee, and he serves as a member Thursday, April 23, 2015 (cont’d) of the Investment Committee. He has held a variety of senior leadership positions with the firm during his 22-year tenure. The 2015 Donor Salon “Trailblazer Award” will be presented to Thurman V. White, Jr., President and Chief Executive Officer Mr. White holds an undergraduate degree in public and of Progress Investment Management Company. international affairs from the Woodrow Wilson School at Princeton University, a master’s degree in communications from Thurman V. White, Jr. Stanford University and a law degree from Boalt Hall School President and Chief Executive Officer, of Law, University of California, Berkeley. He has been a Progress Investment Management Company, LLC member of the California Bar since 1981. Mr. White is married, Progress Investment Management the father of three sons with three grandchildren, and serves Company, LLC is an employee-owned on the board of the Silicon Valley Community Foundation. He institutional asset management firm is a person of faith and actively involved in his local church. based in San Francisco, California. Progress is a U. S. leader in investing with newer and smaller boutique investment managers, known in the United States as “emerging managers”. The firm manages $8.4 billion in assets for a blue chip list of U. S. institutional investors offering multi-manager investment strategies in various asset classes including global and international equities, U. S. equities, fixed income, and hedge funds.

As Chief Executive, Thurman is responsible for the vision and values of Progress, as well as providing overall day-to-day strategic leadership. He chairs the Progress board of directors #EmpowerPhilanthropy

is a proud sponsor of the Association of Black Foundation Executives’ 2015 “Empower Philanthropy” Annual Conference and James A. Joseph Lecture & Awards Ceremony

and we celebrate Trailblazer Award honoree urman V. White, Jr. President & Chief Executive Officer Progress Investment Management Company, LLC

We invest with emerging managers to deliver alpha and achieve other client objectives. Progress Providing expert access to undiscovered emerging investment talent.

03/2015 A003

www.progressinvestment.com 16 17 ABFE 2015 Program

their thoughts about innovation and bright spots as well as Friday, April 24, 2015 their opinions on philanthropy’s current record relative to investments in Black communities and our participation in the 8:00 AM – 8:35 AM sector. Expect a lively discourse among the panel and our Annual Membership Meeting audience of grantmakers, civic organizations, community leaders and donors, as we kick off Empower Philanthropy 2015! The ABFE annual meeting provides our members, supporters Welcome by Travis Stanley, President and CEO, Napa and friends with an update on the organization’s current vision, Chamber of Commerce activities and overall health. During the meeting, ABFE members will vote in new board members and recognize those PANEL: that are departing the body. Emmett D. Carson, Yanique Redwood, Ph.D. , LOCATION: Pinot Noir Ph.D. , CEO and President and CEO, President, Silicon Valley Consumer Health 8:45 AM – 10:00 AM Community Foundation Foundation Earl Lewis, Ph.D. , Robert K. Ross, M.D. , Special Presentation President, e Andrew President and CEO, e A Landmark Moment: W. Mellon Foundation California Endowment Black CEO Leadership in California The significance of the spirit of ABFE’s founding leaders is Aurie A. Pennick , Sherece Y. West- embodied in the appointment of a significant number of Black Executive Director, e Scantlebury, Ph.D. , foundation presidents across the country in recent years. In Field Foundation of President and CEO, 2015, the state of California has, many philanthropic institutions Illinois Winththrop Rockefeller led by Black CEO’s. There is an unprecedented number of Foundation leaders of Northern California foundations, too. Join us for a Moderated by Susan Taylor Batten, special conversation that will examine the significance of this President and CEO, ABFE landmark moment. Gain insight into the state of Black philanthropy; expectations of a Black CEO; and, risk-taking LOCATION: Chardonnay that’s needed to foster collective strategic investments that uplift Black communities in California. 12:00 PM – 1:30 PM PANEL: Cedric Brown , Judy Belk , President and Luncheon Program Managing Partner, CEO, e California Leverage the Trust Kapor Center for Social Wellness Foundation We will explore ABFE’s Call to Action on the role of trustees in Impact advancing agendas for Black children and communities. Chet Hewitt , President James Head , President and ABFE’s call to action addresses the opportunity for Black trustees and CEO, Sierra Health Chief Executive Officer, e of foundations to: 1) facilitate investments for Black children Foundation East Bay Community and families; 2) facilitate economic opportunities for Black Foundation businesses; and 3) advocate for Black leadership within Fred Blackwell , Chief Nicole Taylor , CEO and foundations to move a Black agenda. Executive Officer, e President, e rive Opening by William C. Bell, Ph.D., President and CEO, Casey Family San Francisco Foundation for Youth Programs Foundation PANEL: Moderated by Gregory Hodge, Shelia Evans- Paula B. Pretlow , Trustee, Principal, KHEPERA consulting Tranumn , Trustee, e Kresge Foundation Casey Family Programs

Virgil Roberts, J.D. , LOCATION: Pinot Noir Shawn Ginwright, Ph.D. , Trustee, e Trustee, e James Irvine Foundation 10:15 AM – 11:45 AM California Endowment

Opening Plenary Moderated by John W. Rogers, Jr. Chairman, CEO, Empower Philanthropy 2015! Chief Investment Officer, Ariel Investments A Conversation with Leaders ABFE’s opening plenary will share perspectives from several leaders in the “C-Suite” on the state of the field. We will hear LOCATION: Fountain Court 18 19 ABFE 2015 Program

populations around the globe. As a result of the nation’s Friday, April 24, 2015 (cont’d) changing demographics, economic uncertainty and social 2:00 PM – 5:00 PM challenges (record unemployment, health disparities, etc.), our work in this sector may be more important than ever before. Professional Development Institutes This is especially the case when race, gender and class are involved! As foundations have experienced losses in their (PDIs) endowments and grantmakers are finding ways to do more Black Organizing for Racial Justice Change for with less, now may be the time to be more intentional about All Our Communities how we invest philanthropic resources (finances, influence, There has been a greater awareness of the importance of Black expertise) to enhance and increase our collective impact. organizing for transformational racial justice change for all of our communities, but what supports are needed to strengthen You are invited to participate in a leadership development and maintain this work? What infrastructure does it take to truly experience intended to equip leaders with strategies that build and sustain Black political power and how can funders improve conditions for everyone, while closing gaps between meet these challenges at local and national levels? the most thriving and the most marginalized populations among us. ABFE’s team will train participants in the RPBC PROFESSIONAL DEVELOPMENT INSTITUTE RESOURCE TEAM: Framework and accompanying tools, which are resources that Erin Dale Byrd , Blueprint North Carolina help grantmakers incorporate a racial equity lens their work, William Copeland , East Michigan Environmental Action Council making it more impactful for Black communities, in particular, Ditra Edwards , e Praxis Project and society as a whole. NTanya Lee , Movement Building Consultant PRESENTER: Denise Perry , Black Organizing for Leadership & Dignity (BOLD) The ABFE RPBC Training Team: Greg Hodge , Khepera Consulting Lori Villarosa , Philanthropic Initiative for Racial Equity (PRE) and Marcus Walton , ABFE LOCATION: Pinot Noir ABC LOCATION: Chardonnay ABC Strengthening Black Families: 6:30 PM – 11:00 PM A Case for Philanthropic Investment The Black family, like other families, contributes to the James A. Joseph Lecture and wellbeing of its members and of society. It is a primary teacher, Awards Reception a first responder and an agent of community redevelopment and change. However, with a historic emphasis on programs This is ABFE’s signature event that highlights philanthropic and institutional supports, kinship and mutual aid networks have leadership in support of Black communities. ABFE will present remained on the margins of funding portfolios. This session will the “Emerging Leader in Philanthropy” and “Institutional Leader focus on the Black family as an untapped resource in in Philanthropy” awards, and you will hear from our 2015 philanthropy. It will explore the importance and promise of a lecturer. A reception for ABFE members, friends, supporters and family-centered approach to grantmaking. It will use the POISE guests immediately follows the lecture and awards ceremony. Foundation’s Strengthening Black Families Grantmaking LOCATION: City Winery Napa at the Historic Napa Valley Opera Strategy as a case example and assist participants in House, 1030 Main Street, Napa, CA developing skills to examine and refine grantmaking portfolios and approaches using a family-centered lens. Finally, participants will receive resources and tools to support the 2015 Award Recipients adoption of a family-centered approach in their work. PRESENTERS: Gladys Washington Program Director, Mary Reynolds Babcock Aerion Abney , Program Officer, POISE Foundation Foundation Dr. Cherie M. Collins Sims , Independent Consultant JAMES A. JOSEPH LECTURER Karris M. Jackson , Vice President of Programs, POISE Foundation Gladys Krigger Washington is the Program POISE Grantees Director of the Mary Reynolds Babcock LOCATION: Sauvignon Blanc Room Foundation, a family foundation in Winston-Salem, North Carolina. The Babcock Foundation’s mission is to help people ABFE Responsive Philanthropy in Black Communities and places across the Southeastern United States move out of Training (RPBC) – A Game Changer in Philanthropy: poverty and achieve greater social and economic justice. The Applying a Race Equity Frame to Your Work Foundation supports organizations and networks working in low- Philanthropic leadership plays an important role in strengthening wealth communities that are poised to expand their scale of communities, nurturing leadership and supporting vulnerable impact and working across race, ethnic, economic, and political

20 differences to build just and caring communities. Greater Pittsburgh Region and beyond. Gladys works with Babcock applicants and grantees working Collective giving enables POISE to provide grants to programs across the region and in the Gulf Coast and Delta regions. and projects that primarily benefit the Black Community. The She has directed the Foundation’s programs in grassroots Foundation’s grants are typically small, yet over its grantmaking leadership development and community problem solving. history; POISE has impacted the Greater Pittsburgh Region and Before coming to the Babcock Foundation, Gladys was a beyond with more than $9,000,000 of direct financial support Program Officer for the Community Foundation Serving to organizations assisting our most underserved populations. Coastal South Carolina (now Coastal Community Foundation Beginning in fall 2013, the Foundation implemented its new of South Carolina) in grantmaking strategy, which will direct its unrestricted Charleston. endowed funds to programs and services that aim to Strengthen Black Families. POISE Foundation INSTITUTIONAL AWARD Maisha Simmons, MPA FOR PHILANTHROPIC Program Officer, e Robert Wood Johnson LEADERSHIP AWARD Foundation POISE Foundation began in December of 1980 as the first EMERGING LEADER IN PHILANTHROPY public foundation in the state of Pennsylvania organized and AWARD managed by African Americans. The purpose of the Maisha Simmons, MPA, is a program Foundation is to develop and enhance the participation of officer on the Vulnerable Populations Black philanthropists in the economic and social development Team where she is responsible for coordinating Forward of the Black community. For 35 years, the Foundation has been Promise. Forward Promise is the Foundation’s new $9.5 million supporting programs that add value to the quality of life of initiative that aims to improve the health of middle school- and Black Pittsburgh and its surrounding regions; and has high school-aged boys and young men of color, as well as expanded its services to impact Black families and their their opportunities for success in school, work and life. communities across the US. This was the vision of our founder Bernard H. Jones, Sr., of an empowered community, able to Simmons joined the Robert Wood Johnson Foundation in 2008 take care of itself. as a Program Associate on the Childhood Obesity Team working to support advocacy efforts to combat childhood POISE Foundation employs collective giving to enable donors obesity. She then became a program officer within Vulnerable to realize their philanthropic goals, pooling resources to provide Populations, which creates opportunities for better health by funding to worthy organizations and causes. Donors may give investing in health where it starts—in our homes, schools and to the Foundation’s general unrestricted endowment, where jobs. Throughout her work at the Foundation, her aim has funds are pooled to make a greater impact on the Pittsburgh always been to “keeps communities in the picture.” Region. Donors may also start their own individual endowment funds to support their specific charitable interests and Previously, Simmons was a grant writer and manager with United organizations. As of December 2014, the Foundation manages Way of Essex and West Hudson in Newark, N.J. In addition to more than 150 funds with a balance of over $6,500,000. managing existing grants, she developed new grant prospects and secured funding for community impact initiatives. She was Collective giving supports the Foundation’s leadership, a National Urban Fellow with the Community Development Law advocacy and grantmaking efforts. While the Foundation Center (CDLC) and the Indianapolis Neighborhood Resource typically does not provide direct-service programs, it does strive Center (INRC), Indianapolis, Ind. She also served in various to be a catalyst for change and growth in the Black positions at Cathedral Community Development Corporation, Community. Therefore, POISE has initiated programs and Perth Amboy, N.J., including director of Community partnerships with others, whose programs align with its mission. Development, director of Human Services, and development For example, POISE partnered to launch The Sankofa Fund of coordinator. In addition, to what she calls her first experience Southwest PA, a giving circle of African American philanthropist, in public health, she served as an inspector with the Union as well as The African American Funders Group (AAFG). AAFG County Division of Public Works, Bureau of Mosquito Control, works to advance the rich history of African Americans in during an outbreak of West Nile virus. philanthropy by providing a supportive environment in which professionals in the field can build networks, develop expertise, Simmons holds an MPA from CUNY/Baruch College, School of and find partners in the work of addressing the complex issues Public Affairs, a master certificate in public administration from facing African Americans in southwestern Pennsylvania. Kean University, and a BA from Douglass College, Rutgers University. POISE also provides fiscal sponsorship services to projects and programs that are in line with its mission. Since program Born in Orange, N.J., she resides in Asbury Park with her inception, POISE has enabled its partners to provide millions husband. She enjoys movies, reading fiction, and participating of dollars in support to worthy programs and projects in the in the activities of her church. 21 24th Annual James A. Joseph Lecture and Awards Ceremony Program

Welcome by Susan Taylor Batten, President and CEO, ABFE

Greetings by California State Assembly Member, Reggie Jones-Sawyer, District 59

ABFE Emerging Leader Award Presented to Maisha Simmons, Program Officer, e Robert Wood Johnson Foundation by Edward M. Jones, Director of Programs, ABFE

ABFE Institutional Award Presented to Mark Lewis, President and CEO, POISE Foundation by Carmen Anderson, Senior Program Officer, e Heinz Endowments

Performance by Chinaka Hodge

Greetings and Acknowledgement of Previous James A. Joseph Lecturers by Gary Cunningham, Chair, ABFE Board of Directors

Introduction of 2015 James A. Joseph Lecturer by William Buster, Director of Mississippi and New Orleans Programs, W.K. Kellogg Foundation

2015 James A. Joseph Lecturer Gladys Washington, Program Director, Mary Reynolds Babcock Foundation

A Tribute to Our Sponsors and Closing Remarks by Marcus F. Walton, Chief Operating Officer, ABFE Dinner Reception, Musical Performance and Dancing Special Performances by Chinaka Hodge and poet mentor. She has acted in comparable capacities in New York and at Urban Word NYC and Get Chinaka Hodge is a poet, Lit: Words Ignite. When not educating or writing for the page, educator, playwright and Chinaka rocks mics as a founding member of a collaborative screenwriter. Originally Hip Hop ensemble, The Getback. Her poems, editorials, from Oakland, California, interviews and prose have been featured in Newsweek, San she graduated from NYU’s Francisco Magazine, Believer Magazine, PBS, NPR, CNN, C- Gallatin School of Span, and in two seasons of HBO’s Def Poetry. Individualized Study in May of 2006, and was honored to be the student speaker at the 174th Commencement Soul Mechanix exercise. In 2010, Chinaka received USC’s prestigious Soul Mechanix blends Annenberg Fellowship to continue her studies at its School of groove-based Soul improv Cinematic Arts. She received her MFA in Writing for Film and and progressive Funk TV in 2012. In the fall of that year, she received the SF drawing from a diverse Foundation’s Phelan Literary Award for emerging Bay Area universe of influences. Born talent. Chinaka was also a 2012 Artist in Residence at The from a fire to create Headlands Center for the Arts in Marin, CA. In January 2013, something funky and Hodge was a Sundance Feature Film lab Fellow for her script, unpredictable, Soul & Funk 700th&Int’l. In June of 2013 Chinaka began as a first year fellow covers and originals are thrown down without pause including at Cave Canem’s prestigious summer retreat. songs from Michael, Marvin, Stevie, Chaka, Erykah, Donny, Aretha, Bill Withers, Bobby Brown, Blackstreet. Maxwell, Jill Scott, For over a decade, Hodge has worked in various capacities Mary J. Blige, Maze, Cameo, Funkadelic, Parliament, James at Youth Speaks/The Living Word Project, the nation’s leading Brown, Roberta Flack, Rick James, The Time, O’Jays, Slave, Ohio literary arts non-profit. During her tenure there, Chinaka served Players, Commodores and more. as Program Director, Associate Artistic Director, and worked directly with Youth Speaks’ core population as a teaching artist What better way to get at the Mechanix of the soul than through music? 22 23 24 ABFE 2015 Program

Senqué Little Poole , A+ Schools, Teen Bloc member Saturday, April 25 , 2015 Kayla Bowyer , Amachi Pittsburgh, Amachi Ambassadors Coordinator 7:30 AM – 8:30 AM Tiger Weaver , Amachi Ambassador Building a Powerful Infrastructure for Black Social Change From Service to Systems: Mindset Shifts in Building a The on-going spate of killings of Black people at the hands Movement for African American Male Educational of White police officers across the country has given rise to a Achievement movement moment where the Black community and its allies The session describes the process of transforming the College are asking the question of how to make Black Lives matter Bound Brotherhood from a loose network of service providers more in this country. In a recent article, Making Black Lives to African American male students int. The purpose of the Matter, Nat Chioke Williams makes a case for strengthening workshop is to inform the field of African male achievement the infrastructure for Black political and institutional power as and the organizations that support it how to get beyond the essential foundation for making Black lives matter more “program” to “systems improvement.” Lessons will be drawn in this country. Please join us at 7:30 am at the Embassy Suites from the experiences of five school districts and their non-profit in Pinot Noir A room for a conversation to begin discussing partners participating in a 3rd phase collective impact college the infrastructure for Black social change and what is needed readiness and completion initiative facilitated by the Marcus going forward. This conversation complements ABFE’s Foster Education Fund.o champions of systems change. Professional Development Institute on Black Organizing for PRESENTERS: Racial Justice Change on Friday and Saturday’s luncheon plenary on the Urgency of Now: Constituency Engagement Alicia Dixon , Executive Director, Marcus Foster Education Fund and Organizing in Black Communities. Stan “Data” Dubbs , Superintendent & CEO, Hayward Unified School District LOCATION: Pinot Noir A Dr. Joseph E. Marshall, Jr. , co-founder and Executive Director, Alive & Free/Omega Boys Club 8:30 AM – 11:00 AM Will Walker , Associate Director, Marcus Foster Educational Fund J. Luke Wood, PhD , Associate Professor of Community College Leadership, ABFE Black Facts Summits Director of the Doctoral Program in Community College Leadership, San Diego The Black Fact Issue area summits will showcase examples of State University (SDSU) the very best and most promising practices and tools taking shape in the Black community. Black Facts in Employment and Workforce Development Black Facts in Education LOCATION: Sauvignon Room LOCATION: Cabernet Room Growth and Opportunity: Collaboration in Action We Believe That We Will Win! Transformative Youth The current economic recovery has strengthened the case for inclusive strategies that address both economic growth and Organizing in Pittsburgh equitable access to opportunity. Current data paint a grim In 2012, The Heinz Endowments launched a capacity building picture of an increasingly disconnected America, with serious strategy to train youth of color in community organizing and implications for our collective economic health and individual advocacy and assist them in employing these skills to create well-being. Entire neighborhoods have been cut off from the meaningful institutional change in their schools. This work was recovery, and Black communities have been hit the hardest. initially launched in four organizations. In 2014, the Endowments’ Research suggests economic growth is systematically stronger investment was doubled to include eight organizations at a when more people share in the opportunities being created. total of $1 million per year over the next three years. This session This session will explore the relationship between growth and will be moderated by Melanie Brown, the Endowments opportunity, and propose systems level collaborative program officer who created this work at the foundation. It approaches to advance both through strategies that create will include a background of the foundation’s work in this space good jobs, prepare our workforce for the jobs of today and and a panel of youth and adults to discuss the work they have tomorrow, and promote better access to those jobs (the done to organize other youth around issues in their schools, “Growth & Opportunity” framework). The session will also highlight give testimony in the PA state capitol about their lived how foundations are changing the way philanthropy works in experiences, get the Pittsburgh Public Schools board to ratify order to advance economic opportunity in Northeast Ohio. a Student Bill of Rights, and organize a series of rallies and walkouts connected to the #blacklivesmatter movement. PRESENTERS: PRESENTERS: Karen Mozenter , Director of Funder Engagement, Fund for Our Economic Future Melanie R. Brown , Senior Program Officer, Education, e Heinz Endowments Brittany Grimes Zaehringer , Senior Program Officer, GAR Foundation Pam Little Poole , A+ Schools, Youth Manager

25 ABFE 2015 Program

because its existence is the result of demand from the Saturday, April 25, 2015 (cont’d) community. In addition, throughout the process of implementing the strategy, parents are part of a co-design Breaking the Cycle of Poverty; team along with funders, management and researchers to A Two-Generation Approach ensure that this is not just another project or study but that it A Community Strategy to Interrupting the Cycle of Poverty: accomplishes real outcomes and responds responsibly to the Integrating the development of parents’ workforce and lives of community members. As well, we are engaging in a advocacy skills as well as their social capital with high quality project to develop social capital. We believe that it is truly early education for children. innovative and would be of interest to colleagues.

The Annie E. Casey Foundation is investing nationally in the PRESENTER: implementation and evaluation of an innovative approach Leah Austin , Senior Associate, Education, e Annie E. Casey Foundation to supporting families in obtaining the tools that they need to become successful financially. This approach is known as the Black Facts in Criminal Justice, Two Generation Strategy. In Atlanta, the strategy is being Policing and Mass Incarceration implemented by two partner organizations (The Center for Working Families and Sheltering Arms-Educare Atlanta) who LOCATION: Chardonnay A Room are providing a set of integrated services; workforce Organizing Black communities for Criminal Justice development and education to parents and a high quality Reform in California early education experience to their children. We propose to The panel will showcase the grant making strategy of the share the results thus far of this initiative as well as lessons Marguerite Casey Foundation and how others can invest learned so that colleagues will consider this strategy in their effectively in Black communities by supporting organizations grant making. This proposal touches on many of the issue areas (led by Black communities) who utilize effective approaches, of the conference; education and workforce development such as grassroots movement building that challenges the root specifically. However, we feel that we can also use this idea causes of poverty and inequality to bring about positive policy to help people think about constituency engagement

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26 change in young people’s lives. Black Facts in Health and Wellness PRESENTERS: LOCATION: Chardonnay C Room Lateefah Simon , Program Director, Rosenberg Foundation A Time to Heal - Tackling Trauma Ada Williams Prince , Program Officer, Marguerite Casey Foundation James Bell , Founder, Executive Director & Board President, e W. Haywood "It is easier to build strong children than to repair broken men." Burns Institute for Juvenile Justice Fairness & Equity — Frederick Douglass We often discuss violence, financial impediments and other Black Facts in Wealth and Asset issues that challenge Black people and Black families. What Building about the anguish of trauma and its long-term impact? Join this group of skilled practitioners as they share important LOCATION: Chardonnay B Room insight on the often forgotten--or ignored--issue of trauma. Mobilizing and Supporting an Effective Asset You will learn how various trauma impacts the lives of Black people--especially males. You will receive tools that will better Development Continuum for Family and Community equip you to support healing our people with a race- Wealth in African American Communities informed approach. This interactive session will address promising and innovative approaches and practices to creating an asset development PRESENTERS: system at the local and regional level that specifically Dr. Roy Wade , Stoneleigh Foundation Fellow, CHOP Pediatrician, e Children’s addresses the needs of African Americans. This includes the Hospital of Philadelphia role of grassroots mobilization and community organizing within Jocelyn Smith, Ph.D , University of Michigan the African American community around building family and community wealth. There will be discussion about effective service delivery and case studies around promising work in Color Me Community: Connection Through Expression local African American communities. In every space we enter, we carry all of our experiences, beliefs, and challenges with us. This hands-on, interactive PRESENTERS: workshop will explore ways to use openness, artistic expression Chris Brown , Director of Government Affairs, PolicyLink and the creation of an intentional environment as tools to Jeremie Greer , Vice President, Policy & Research, CFED honor our identities, connect to our histories, and create powerful learning environments for Black youth. Life Pieces To Romilda Justilien , Consultant, BCT Partners Masterpieces (“Life Pieces/ LPTM”) will share some of our best Moderated by Gary Cunningham, CEO, Metropolitan Economic practices for engaging Black youth in powerful learning Development Agency; Chair, Board of Directors, ABFE experiences by creating space to actively share and process all individuals’ identities, experiences, and backgrounds. Mobilizing and Supporting an Effective Asset These practices, applicable in any space seeking to improve Development Continuum for Family and Community connection and communication, can serve as the backbone Wealth in African American Communities to effective social change; when individuals connect to the This interactive session will address promising and innovative power of their own stories and learn the strength that is gained approaches and practices to creating an asset development from openness and expression, they grow into roles of system at the local and regional level that specifically compassionate leadership. addresses the needs of African Americans. This includes the PRESENTERS: role of grassroots mobilization and community organizing within Selvon Waldron , Executive Director, Life Pieces To Masterpieces the African American community around building family and Mignotae Kebede , Development Manager, Life Pieces To Masterpieces community wealth. There will be discussion about effective service delivery and case studies around promising work in Maurice Kie , Program Coordinator, Life Pieces To Masterpiece local African American communities. 12:00 PM – 1:30 PM PRESENTERS: Gary Cunningham , CEO, Metropolitan Economic Development Agency; Chair, Luncheon Plenary Board of Directors, ABFE The Urgency of Now: Constituency Engagement and Willie Barney , President & Facilitator, e African American Empowerment Organizing in Black Communities Network “Power concedes nothing without demand. It never did and Romilda Justilien , Consultant, BCT Partners it never will.” These powerful words of Frederick Douglass ring Solana Rice, Project Director, Field Engagement, CFED true as we witness a growing movement for justice in cities across this country. Organizing is in ABFE’s DNA; our founders Moderated by Paul Bachleitner, Communications Director, were in fact keen organizers whose collective power Northwest Area Foundation influenced the field of philanthropy. We know organizing and 27 ABFE 2015 Program

stakeholders with their constituents, and amplify a positive Saturday, April 25, 2015 (cont’d) narrative in and about communities of color. Come and experience how you can use story to create a more just and engaging Black people and other people of color on the issues humane world. that impact our lives is the basis for building power. Yet the field of philanthropy is reluctant to invest in organizing – Black PRESENTERS: organizing groups in particular suffer disproportionately from Duane Poe , President and Chief Executive Officer, Bay Area Black United Fund the lack of investment by foundations and the public sector. Angela Zusman , President, Board of Directors, Story For All Join this conversation to discuss the state of Black organizing in the country and the role of philanthropy. What does the Presentation #2 movement look like? What’s working? What should Mobilizing Family Narratives for Social Change: Case grantmakers do to strengthen Black organizing around the Study - Digital Diaspora Family Reunion Roadshow country? Foundation leaders and practitioners will help lead In the immediate aftermath of Michael Brown’s death, this discussion and provide guidance for all of us on the steps Black people went on Twitter, under the hashtag we must take to ensure our community has power and voice. #IfTheyGunMeDown, to protest what they perceived as PRESENTERS: prejudicial images circulated in the media that depicted Brown as a thug and gangster and thus somehow deserving Patrisse Cullors , e Reverend Starsky D. Founder, Dignity and Wilson , M. Div., President of his fate. This simple protest raised profound questions about Power Now and CEO, Deaconess How we “see” Black people; How Black people “see” Foundation themselves; and How we, as a nation, bridge the divide between those two vastly different ways of “Seeing?” Digital Denise Perry , Director, Nat Chioke Williams, Diaspora focuses on Visual Literacy in American culture and BOLD Organizing Ph.D. , Executive Director, Hill-Showdon Foundation demonstrates strategies for overcoming our fear of “The Other” in order to build up our communities and reinvigorate our connections with one another. Using the family Photo Album Moderated by Roz Lee, and its representations of what matters most to us as human Social Justice Initiatives Director, Arcus Foundation beings, DDFR offers new tools for strengthening shared values and impactful methodologies for constructive dialogues on race, gender, sexuality, family and community. LOCATION: Fountain Court PRESENTER: 2:00 PM – 5:00 PM Don Perry , Writer – Producer ABFE Innovation Marketplace Presentation #3 ABFE Innovation Marketplace is an open and unique space Stories from the Book “REACH” 40 Black Men Speak on to introduce unconventional and promising ideas that are Living, Leading, and Succeeding taking shape in Black communities to raise awareness in In this timely and important collection of personal essays, black philanthropy. We will spotlight a diverse set of innovative men from all walks of life share their inspiring stories and initiatives in media advocacy, community organizing, ultimately how each, in his own way, became a source of community engagement, investing, technology and hope for his community and country. practitioners in the field who are on the “cutting edge.” This is a great opportunity for ABFE members to meet each other Reach includes forty first-person accounts from well-known men and think outside the box. Participants will obtain ideas, learn like the Rev. Al Sharpton, John Legend, Isiah Thomas, Bill T. about new tools and gain valuable resources to inspire and Jones, Louis Gossett, Jr., and Talib Kweli, alongside influential assist in implementing innovative grantmaking strategies and community organizers, businessmen, religious leaders, practices for Black communities. philanthropists, and educators. These remarkable individuals are living proof that black men are as committed as ever to Innovation Market on Storytelling & ensuring a better world for themselves and for others. Digital Diaspora Powerful and indispensable to our ongoing cultural dialogue, Reach explodes myths about black men by providing rare, LOCATION: Cabernet Room candid, and deeply personal insights into their lives. It’s a Presentation #1 blueprint for better community engagement. It’s an essential resource for communities everywhere. The Power of Story Black voices matter! In this interactive workshop, participants Proceeds from the sale of Reach will go to BMe Community, will learn how storytelling can be used to uplift voices, connect a nonprofit organization dedicated to building caring and 28 29 ABFE 2015 Program Saturday, April 25, 2015 (cont’d) Innovation Market on Technology and Workforce prosperous communities inspired by black men. Reach is also LOCATION: Sauvignon Room a Project of the Kapor Center for Social Impact, one of the founding supporters of President Obama’s My Brother’s Powered by the Kapor Center for Social Impact Keeper initiative. Get ready: like the nature of the tech sector itself, this session Featuring Lamman Rucker, Actor, Profiled in REACH will be action-packed, hands-on, quick-paced, and ideas- driven. The info tech sector is arguably the most important Innovation Market on SMART domestic economic engine of the 21st century. It is critical that Investing African American communities are fully connected and engaged in its rapid development. Participants in this session LOCATION: Chardonnay C Room will learn key lingo and concepts (including coding and app design), understand the human capital pipeline, and hear about Presentation #1: ways to grow and support a tech ecosystem in their local Foundation Investment Manager Diversity: communities. Among other highlights, the session features a brief A Stakeholder Conversation presentation by #YesWeCode, the popular initiative lifting the The session will focus on the role of key stakeholders in the visibility of coding careers among diverse populations. endowment oversight and management process, using the Participants should bring a smart phone or wired tablet to be Silicon Valley Community Foundation as the case study. Given fully engaged (although neither is required to participate)! the respective roles of trustee, staff and consultant represented PRESENTERS: on the panel, we will share a complete story for one Kwame Anku , Director of Strategic Development, #YesWeCode foundation that has pursued a more diverse pool of investment managers. Additionally, panelists will share insight on trends Cedric Brown , Managing Partner, Kapor Center for Social Impact they are witnessing among peers or experiencing firsthand Justin Davis , Program Officer, Kapor Center for Social Impact regarding other approaches to manager diversity. Tiffany Price , Partnerships Manager, Kapor Center for Social Impact PANEL: Innovation Market on Keepers of Our Bert Feuss , Vice President, Investments, Silicon Valley Community Foundation Ricardo Johnson , Senior Research Anaylst, Colonial Consulting Brothers and Sisters urman White , President and CEO, Progress Investment Management Company, LOCATION: Chardonnay A Room LLC, Silicon Valley Community Foundation (Trustee) Moderated by Orim Graves, Executive Director, National Presentation #1: Association of Securities Professionals (NASP) A Life Course Framework for Improving the Lives of Boys and Men of Color Presentation #2: A Life Course Framework for Improving the Lives of Boys and The Ripple Effect: Something in It for Everyone Young Men of Color provides a holistic analytic framework and This panel of high-performing managers will discuss the a strategic canvas for improving the life outcomes for males opportunities and direct benefit to foundations when they cast of color. a wider net and deploy capital with diverse firms. Get a glimpse of the advantages of investing with these managers including Key elements of the presentation include: performance, access to decision makers and responsive client 1. A survey of research charting economic, criminal justice, service. Then deepen your understanding of the ripple effect family and socio-ecological changes in the U.S. over the that comes with more inclusive practices and engagement past forty years that helps articulate how race, gender and of minority-owned firms such as increased competition in the place intersect in ways that drive disparate life outcomes financial services field, greater diversity of experienced for males of color finance professionals, and wealth building and more 2. Using a visual life course approach, the framework philanthropy in Black communities. demonstrates: 1) how well-being is a consequence of PANEL: multiple interacting determinants; 2) that different trajectories Troy Dixon , Founder and Chief Investment Officer, Hollis Park Partners of well-being are the product of cumulative risk, protective factors and other influences over one's lifetime; and, 3) how Damien Dwin , Managing Partner, Brightwood the timing and sequence of what we experience influences Ken Holley , Principal, Portfolio Manager, CIO, Herndon Capital the development and life outcomes of both individuals and Brian P. Mathis , Founding Partner, Pine Street Alternative Asset Management populations Moderated by Jason Lamin, Partner, Lenox Park, LLC

30 3. Lastly, the framework considers the inter-generational 5:00 PM – 6:00 PM implications of this approach and outlines principles for Book signing featuring REACH and applying collaborative strategies to improve population-level The Griots of Oakland outcomes for males of color LOCATION: e Terrace: PRESENTER: ABFE Registration Lounge Arnold Chandler , Principal, Forward Change Consulting Presentation #2: Enhancing Protective Factors in Black Men and Boys Much of the research literature on Black men and boys focuses 6:00 PM – 7:30 PM on their deficits and risk factors. ABFE has commissioned Connecting Leaders Fellowship Program (CLFP) Bridges2Success at the University of North Carolina-Chapel Hill to examine the potential of identifying protective factors and Reunion and Reception (For ABFE Fellows Only) Continuing in the new tradition of recognizing each class with their associated measures as a different way of informing a a gift and celebration, we will celebrate the 2015 class and philanthropic investment agenda that frames a non-deficit introduce them to past class attendees. Additionally, we will orientation for Black men and boys. The workshop session will launch the new #CLFP100 program, which will serve as the introduce a protective factor framework and a proposed lead-up to recognition of 100th class member in 2016. This will research agenda that begins to build a case for investments also initiate a new era in creating a deeper leadership pipeline that identify the next generation of evidence based and and collaborative spirit amongst the CLFP network and fiscal informed interventions for Black males. support for the overall program. PRESENTER: LOCATION: Pinot Noir B Mark McDaniel , Senior Research Associate, University of North Carolina at Chapel Hill Trustee Networking Reception (Private - By Invitation Only) Presentation #3: LOCATION: Advancing Accurate Narratives of North Pool Patio Black Women and Girls What is the contemporary racial narrative for black women 7:30 PM – 11:00 PM and girls? How does philanthropy strategically emphasize and ABFE Networking Party at Eleven Eleven Wines invest in the unique and significant obstacles facing Black women and girls in this country, in this moment? This session LOCATION: 620 Trancas St, Napa, CA 94558 will explore how philanthropy can and must proactively invest in strategies and organizations that affirm and advance more accurate and dynamic narratives of Black women and girls. PRESENTERS: Allison Brown , Program Officer, Racial Justice, Open Society Foundation Jamaica Gilmer , Founder & Director, e Beautiful. Project Dr. Bianca C. Williams , Assistant Professor, Department of Ethnic Studies, University of Colorado Boulder Moderated by Antoinette Malveaux, Managing Director, Casey Family Programs ABFE Coaching with a Racial Equity Lens – Join the Movement! Many are aware of ABFE’s RPBC Framework and accompanying tools, which are resources that help grantmakers incorporate a racial equity lens into their work. However, did you know that ABFE is partnering with the Newfield Network, one of the world’s leading transformational learning organizations, to provide leadership development and coach training for members through a new set of transformational leadership services. LOCATION: Chardonnay B Room 31 The Conversation and Organizing Begins with YOU…

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