March 5–7, 2020 Madison, Wisconsin #UCcoops2020 What’s Inside Event Agenda .....................................................2–5 Dear Up & Coming 2020 Attendees, Welcome to Madison and the 2020 Up & Coming Conference! We have an incredible conference planned for you! Workshop Descriptions (Friday) ...................................... 6 This year’s theme, Tapping the Hive Mind, allows us to draw on our collective knowledge in positive ways without needing to reinvent the wheel each time. It’s the collective consciousness that happens when a group of people become aware of their commonality and think and act as a community, sharing their knowledge, thoughts, and Workshop Descriptions (Saturday) .................................. 15 resources. Bees’ swarming is Mother Nature’s brand of collective consciousness, resulting from millions of years of evolution, and driven by a single selective motivator — to enable groups to work together for the good of the 2020 Award Nominees .............................................. 25 population as a whole. Up & Coming 2020 is our attempt to bring the “collective knowledge” of cooperators from around the country together to learn, make new friends and meet new allies. Presenter Biographies .............................................. 26 WHAT TO EXPECT The conference kicks off Thursday with a tour of several local businesses and a welcome reception hosted by Willy Sponsor Descriptions ............................................... 39 Street Food Co-op. Friday morning we’re off and running with workshops offered by peer cooperators as well as experts in the field. Friday night is an opportunity to make new friends, eat some great food, and relax and have a good time at the conference reception. Saturday brings more learning opportunities and networking. Breakout session topics range Hotel Floor Plan .................................................... 45 from governance challenges to creating a diverse and welcoming co-op to what to do when your plans go awry and you need to regroup. We’ll hand out some awards at lunch on Saturday and give away four $1,000 scholarships for Up & Coming 2021 (you must be present to win!) We hope you take some time to explore Madison. The locals in Madison like to brag that they come from one of the happiest cities in the United States, so it is no surprise that visitors to the capital city find that same joy. Downtown Madison is a central hub for business and government but it is a playful city that caters to the little moments in between: enjoying a sunset on a lakeside bench, a first taste of Wisconsin cheese curds, or the nostalgic vibe of a Remember college campus. Madison has a little bit of it all. We have designed the conference to have something for everyone — whether you’re just beginning to think about your badge! Get the starting a food co-op or you’re on the verge of opening your doors. So take full advantage of the workshops, access to tons of experts, and don’t forget to save a little bit of energy for the receptions. Wear your name badge daily at the conference — don’t leave it THANK YOU! in your hotel room! YAPP Many individuals contributed to this year’s conference. We are grateful to Willy Street Co-op for sharing their local knowledge, their beautiful city and their hours and hours of volunteer time. Thanks to our speakers for sharing their It’s your ticket to all the Schedule, notices and stories, expertise and lessons learned. Please be sure to thank representatives from our sponsors. Their financial great workshops, receptions support is critical to the success of the conference. And finally, thank YOU! Your passion for co-ops and your and meals. updates in the palm of your hand! thirst for knowledge is what makes Up & Coming such a special experience year after year. In Cooperation, Download at: Indiana Cooperative Development Center (ICDC) and partner my.yapp.us/ Food Co-op Initiative (FCI) upcoming2020 #UCcoops2020 1 2020 Up & Coming Agenda — Thursday & Friday Join your fellow cooperators at the THURSDAY Friday evening Reception! Time Event There’s fun, food, and networking galore. 1:00 pm Tour departs from the Sheraton **Remember your 'Bee-ngo' card** Get it signed throughout the evening for a chance to win fabulous prizes! 6:00–8:00 pm Reception hosted by #UCcoops2020 Willy Street at Delta Beer Lab FRIDAY KEY: Stage 1 Stage 2 Stage 3 Open All LOCATION REFLECTION B INSPIRATION JUNIOR BALLROOM REFLECTION A DESTINATION BALLROOM DESTINATION BALLROOM REFLECTION C NORTH SOUTH TRACK Governance People of Color Diversity, Equity, Inclusion Outreach Business Development Ready to Launch Open 7:30–8:30 am BREAKFAST–Destination Ballroom 8:30–9:00 am OPENING SESSION–Destination Ballroom OPENING SESSION 9:00–9:15 am PASSING PERIOD (NOT A COFFEE BREAK) 9:15–10:30 am Food Co-op Accounting & Taxes Urban Grocery Challenge When and Where Do We Begin? Owner Capital Campaign Meet the Lenders Startup Leadership Transition Ownership Growth After Open Bruce Mayer Tim Sullivan & Jade Barker Building Co-ops that are Fair, Featuring Fredericksburg Facilitator: Stuart Reid Kaye Kirsch Heather Lazickas & Kirsten Moore Stage: 1–2a Stage: all Just and Equitable Food Co-op Panel members: Glickenhaus, Stage: 2b–3 Stage: 3–open LaDonna Sanders Redmond Ben Sandel & Rich Larochelle Condra, Jennings & Powers Stage: all Stage: 2a–2b Stage: 1–2b 10:30–10:50 am BREAK–Destination Ballroom 10:50-12:05 pm Intro to Co-op Finance (for boards) Financing Your Project Creating Welcome Volunteer Recruitment Creative Approaches to Getting Your Co-op Watching and Brittany Baird Olivia M. Rebanal, Lela Klein Davis Hodge, Durham Food Co-op & Retention Non-Equity Financing Ready to Open Evaluating Your Numbers & Malik Yakin Katie Novak Kevin Edberg Chris Roland, Patrick Schroeder, Paige Wickline Stage: 1–2a Stage: all Stage: 2a–2b Stage: 1–2b Stage: 2a–2b Megan Minnick & Dean Kallas Stage: 3–open Stage: 2b–3 12:05–1:05 pm LUNCH–Destination Ballroom 1:15–2:30 pm Case Study: Case Study: Fertile Ground– Origins, Consequences, Healing: Ownership 101 Financial Feasibility Marketing to Launch– When the Sales Aren't There Prairie Roots Food Co-op Market Study Defeating Racial Bias in the Co-op Ben Sandel Don Moffatt Brand Transition Jacqueline Hannah Closed January 2020 Facilitator: Darnell Adams Patrice Lockert Anthony Stage: 1–2a Stage: 1–2a Melanie Shellito Stage: 3–open Kaye Kirsch Panel: Janet Howard & Debbie Suassuna Stage: all Stage: 2b–3 Stage: all Stage: 1–2a 2:30–2:45 pm BREAK–Destination Ballroom 2:45–4:00 pm Feasibility–More Than a Phase Cooperative Development with Case Study: Friendly City Planning for the Largest How Market Studies are Ownership Growth in Stage 3 Case Study: Kensington Bonnie Hudspeth, Siobain Mitchell and for Black, Indigenous and Steve Cooke Owner Loan Campaign Ever Changing–What You Melanie Shellito & Kaye Kirsch Mike Richards & Jeff Carpineta Stage: 1–2a People of Color Stage: all Katie Novak & Jess Stratton Should Know Stage: 2b–3 Stage: all Danielle Mkali & Nonkululeko Shongwe Stage: 2a–2b Debbie Suassuna Stage: all Stage: 1–2b 4:00–4:15 pm BREAK–Destination Ballroom 4:15–5:30 pm Hiring Your GM Black Co-op Developers Meeting A Tale of Two Outcomes: Membership Growth Building Lender Relationships Setting Up Your Vendors Do You Have the Right GM Kaye Kirsch The Story of Three North Carolina Workshop: Planning to Jacqueline Hannah Megan Minnick, Dean Kallas, Patrick (and what to do if you don’t) Stage: 2a–2b Stage: All Startups and Their Fates! Build Your Base Stage: 2a–2b Schroeder, Chris Roland Jeanie Wells & Leslie Watson People of Color Only Sohnie Black, Leila Wolfrum & Heather Lazickas Stage: 2b–3 Stage 2b–open 4:15–6:30 Eric Henry, Ed Whitfield Stage: 1-2b Stage: all 6:00–9:00 pm RECEPTION–Destination Ballroom 2 3 2020 Up & Coming Agenda — Saturday SATURDAY LOCATION REFLECTION B INSPIRATION JUNIOR BALLROOM REFLECTION A DESTINATION BALLROOM DESTINATION BALLROOM REFLECTION C NORTH SOUTH TRACK Governance People of Color Diversity, Equity, Inclusion Outreach Business Development Ready to Launch Open 7:30–8:30 am BREAKFAST–Destination Ballroom 8:30–8:45 am PASSING PERIOD (NOT A COFFEE BREAK) 8:45–10:00 am Riding the Start up Case Study: African Heritage Culture of the Co-op Pitch Packet Property Negotiations Reporting in Pre-Open Phase Case Study: Willy Street North Governance Wave Alexander Wright Ray Williams Darnell Adams Don Moffitt Jacqueline Hannah Megan Minnick, Kristen Moore Joel Kopischke Stage: all Stage: all Stage: 1-2b Stage: 2a-2b Stage: 2b-3 & Jenny Skowronek Stage: all Stage: all 10:00–10:20 am BREAK–Destination Ballroom 10:20–11:35 pm How to be an Effective Chair Case Study: Westwood What Just Happened? NationBuilder for Start-up Selecting Your Site Understanding and Acting Madison Worker Co-op Panel Facilitator: Ben Sandel Yuri Bahena, Emily Thomas Micro-Aggressions & Implicit Bias Food Co-ops Nicole Klimek & P.J. Hoffman on Financial Red Flags Courtney Berner, Facilitator Panel members: Rich Larochelle & Stage: all LaDonna Sanders Redmond Elizabeth Redman, Stage: 2a-2b Brittany Baird Rob McClure & Noah Smith Erin Byrd Stage: all Samantha Larson & Brenda Haines Stage: 2b-3 & Union Cab Stage: all Stage: 1-2a Stage: all 11:35–12:35 pm LUNCH–Destination Ballroom 12:45–2:00 pm Legal & Bylaws Absolutely! We Want You! Culture of the Co-op The Owner Capital Buzz: Project Manager Basics Location, Location, Location! How Cooperatives Can Building Dave Swanson Kenya Baker Ray Williams What's New, What's Working, Kaye Kirsch Anya Firszt & Brendon Smith a Robust Local Eco-System Stage: 1-2a Stage: all Stage: all What's Ahead Stage: 1- 2a Stage 2b-3 Facilitator: Anne Reynolds Jacqueline Hannah Panel members: Kirsten Moore, Ruth Rohlich & Georgie Allen Stage: 2a-2b Stage: all 2:00–2:10 pm PASSING PERIOD (NOT A COFFEE BREAK) 2:10–3:25 pm Governace 101 GM Hiring Panel We Have to See It First! Breaking SWAG It Up! Store Design & Architecture Project Management for GMs Madison Co-op Panel Courtney Berner Facilitator: Darnell Adams Down Systemic Oppression in Melanie Shellito Nicole Klimek & P.J.